IvySim personal page - To The Moon

IvySim

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2022-12-06

2022-12-05

$老虎证券(TIGR)$

2022-12-03

$阿里巴巴(BABA)$

2022-11-29

$阿里巴巴(BABA)$

2022-11-28

$阿里巴巴(BABA)$

2022-11-26

2022-11-21

2022-11-19

$老虎证券(TIGR)$

2022-11-17

$老虎证券(TIGR)$

2022-11-15

$老虎证券(TIGR)$

2022-11-12

$阿里巴巴(BABA)$

2022-11-11

$老虎证券(TIGR)$

2022-11-10

$老虎证券(TIGR)$

2022-11-07

$阿里巴巴(BABA)$

2022-11-06

$阿里巴巴(BABA)$

2021-07-05

Cute

JD.COM changed its logo, and netizens commented on laughing and vomiting!

2021-06-23

how

Technology stocks are skyrocketing across the board, how can we eat meat? (List attached)

2021-06-22

Yes

Sorry, the original content has been removed

2021-06-18

Up up

2021-06-18

Go to Tiger App to see more news

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22:30","market":"hk","language":"zh","title":"JD.COM changed its logo, and netizens commented on laughing and vomiting!","url":"https://stock-news.laohu8.com/highlight/detail?id=1109084099","media":"SocialMarketing","summary":"这么多年了，京东狗Joy终于换拍照姿势了。","content":"<p>I used to change my logo on Taobao, which cost 300,000 yuan, and I changed it to Lonely; Later, Xiaomi changed its logo and spent 200w to smooth the edges and corners, but there was not much difference.</p><p>Finally, finally, some brands don't play the \"logo difference\" game with us!</p><p>I believe that all the friends who downloaded the JD.COM app should have found it. Recently, the logo of JD.COM has been changed visibly! (If you didn't find it, see the picture below)</p><p><img src=\"https://static.tigerbbs.com/e722f3683c15c0ab327afead1db5fe67\" tg-width=\"550\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p><p>To tell the truth, when I saw the new logo, my first reaction was: After so many years, Jingdong Dog Joy finally changed her photo position, from a full-length photo of her aunt traveling to a selfie of online celebrity. The child has really grown up.</p><p>Moreover, compared with the previous puppy image, the new Joy's eyes have become bigger, her facial features and limbs have become more three-dimensional, and she has even learned to walk on two feet.</p><p><img src=\"https://static.tigerbbs.com/5b2d0f1d1d95d1bfe0ceb0e8144fcb23\" tg-width=\"550\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>Netizens have too much to say about this kind of renewal from distance, to posture, and then to Joy's image becoming 3D.</p><p><b>It... seems to be fat...</b></p><p>Looking closely, Joy's legs have become thicker and her face seems to have become bigger...</p><p><img src=\"https://static.tigerbbs.com/de0f58f13c22d37f489666d8bb6f48bf\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bc2025c0687d102818349a89d1b36fa6\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/850cf85b39133ddfa6a175a8bac301fe\" tg-width=\"550\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p><p><b>On the Influence of Photo Angle on People's Fat and Thin</b></p><p><img src=\"https://static.tigerbbs.com/7f18466765145abe0f06f438469318c9\" tg-width=\"550\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p><p>Does the camera angle really matter? It seems very important!</p><p><img src=\"https://static.tigerbbs.com/eca91c1ebc1031ce78fd708114f1f19c\" tg-width=\"550\" tg-height=\"215\" referrerpolicy=\"no-referrer\">Getting fatter</p><p><b>Is puppy happiness given by not going to work?</b></p><p><img src=\"https://static.tigerbbs.com/35806aba591b9b02a8c6ae2727a90ebd\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/22bd5c54f8e649e74259d874885f7487\" tg-width=\"550\" tg-height=\"127\" referrerpolicy=\"no-referrer\"></p><p>The only trouble of puppies may be that they are too cute. What should I do?</p><p><img src=\"https://static.tigerbbs.com/2164e3f5f872d1c10d4d982a4b46aa09\" tg-width=\"550\" tg-height=\"133\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/abdc9239ef3f278f0d31532540372755\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p><p><b>What lies behind a puppy's smile?</b></p><p><img src=\"https://static.tigerbbs.com/3f6c4ef1cff2a2a0f136754aa748fcae\" tg-width=\"550\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><b>Can't stop wondering about the logo</b><b>Association</b></p><p>When I saw the picture below, I laughed crazy.</p><p><img src=\"https://static.tigerbbs.com/d694d5ab8338eff06a7445ec7a29b2e0\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d0c8df835e9a4b60499dcb37836d571d\" tg-width=\"550\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><b>Walk... lackeys?</b></p><p><img src=\"https://static.tigerbbs.com/e9ede7058eed3513d7bb1b3653cf4c44\" tg-width=\"550\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p><b>Class 10 roundworms in Jingdong's belly</b></p><p><img src=\"https://static.tigerbbs.com/3f92dca9cea1305ae24b337cd349089e\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p><p>This time, JD.COM changed its logo and read a lot of comments on the Internet. Generally speaking, it was successful, and most netizens said that their goodwill doubled. A small number of netizens said that compared with the previous one, the new version is more common and not as good-looking as the previous one.</p><p><img src=\"https://static.tigerbbs.com/0d89d86b03ad8c2b04ccecb2f5e398e6\" tg-width=\"550\" tg-height=\"232\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/882f571ee1cf05c8f6966f38d587c89a\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/af7006c21a700410bfc3e244f2f34168\" tg-width=\"550\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p>Let's look at the changes of Tmall brand logo in 2019, and we can find that compared with other brand logos, they have gone from pseudo-material to flat, from concrete to abstract.</p><p>The logos of Tmall and JD.COM seem to be changing from pseudoobject to flat, and then from flat to three-dimensional, becoming more and more \"strong\".</p><p><img src=\"https://static.tigerbbs.com/8dd8839617ea5b1e65b468bb8abe8172\" tg-width=\"550\" tg-height=\"246\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/beb8be16a90664588594349ad8c03f3e\" tg-width=\"440\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p><p>After changing its new logo, Tmall also jointly launched an event with the Korean IP \"Sticky Monster Lab\" to launch new dolls.</p><p><img src=\"https://static.tigerbbs.com/eb0514c837aba184c8e81314d6fd70e1\" tg-width=\"440\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p><p>This kind of \"solidification\" treatment actually makes the brand gradually become a three-dimensional image with personality in the public's impression, which is not only rich in personality, but also vivid and lovely.</p><p>LOGO is not only a LOGO, but also a brand image carrier and a symbol of brand culture. In recent years, we can find that large companies with technology and networking have begun to like cute and grounded images, because such images can greatly weaken the sense of distance between the company and the public.</p>","source":"lsy1625495473763","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>JD.COM changed its logo, and netizens commented on laughing and vomiting!</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\">\nJD.COM changed its logo, and netizens commented on laughing and vomiting!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">SocialMarketing</strong><span class=\"h-time small\">2021-07-05 22:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>I used to change my logo on Taobao, which cost 300,000 yuan, and I changed it to Lonely; Later, Xiaomi changed its logo and spent 200w to smooth the edges and corners, but there was not much difference.</p><p>Finally, finally, some brands don't play the \"logo difference\" game with us!</p><p>I believe that all the friends who downloaded the JD.COM app should have found it. Recently, the logo of JD.COM has been changed visibly! (If you didn't find it, see the picture below)</p><p><img src=\"https://static.tigerbbs.com/e722f3683c15c0ab327afead1db5fe67\" tg-width=\"550\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p><p>To tell the truth, when I saw the new logo, my first reaction was: After so many years, Jingdong Dog Joy finally changed her photo position, from a full-length photo of her aunt traveling to a selfie of online celebrity. The child has really grown up.</p><p>Moreover, compared with the previous puppy image, the new Joy's eyes have become bigger, her facial features and limbs have become more three-dimensional, and she has even learned to walk on two feet.</p><p><img src=\"https://static.tigerbbs.com/5b2d0f1d1d95d1bfe0ceb0e8144fcb23\" tg-width=\"550\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>Netizens have too much to say about this kind of renewal from distance, to posture, and then to Joy's image becoming 3D.</p><p><b>It... seems to be fat...</b></p><p>Looking closely, Joy's legs have become thicker and her face seems to have become bigger...</p><p><img src=\"https://static.tigerbbs.com/de0f58f13c22d37f489666d8bb6f48bf\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bc2025c0687d102818349a89d1b36fa6\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/850cf85b39133ddfa6a175a8bac301fe\" tg-width=\"550\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p><p><b>On the Influence of Photo Angle on People's Fat and Thin</b></p><p><img src=\"https://static.tigerbbs.com/7f18466765145abe0f06f438469318c9\" tg-width=\"550\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p><p>Does the camera angle really matter? It seems very important!</p><p><img src=\"https://static.tigerbbs.com/eca91c1ebc1031ce78fd708114f1f19c\" tg-width=\"550\" tg-height=\"215\" referrerpolicy=\"no-referrer\">Getting fatter</p><p><b>Is puppy happiness given by not going to work?</b></p><p><img src=\"https://static.tigerbbs.com/35806aba591b9b02a8c6ae2727a90ebd\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/22bd5c54f8e649e74259d874885f7487\" tg-width=\"550\" tg-height=\"127\" referrerpolicy=\"no-referrer\"></p><p>The only trouble of puppies may be that they are too cute. What should I do?</p><p><img src=\"https://static.tigerbbs.com/2164e3f5f872d1c10d4d982a4b46aa09\" tg-width=\"550\" tg-height=\"133\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/abdc9239ef3f278f0d31532540372755\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p><p><b>What lies behind a puppy's smile?</b></p><p><img src=\"https://static.tigerbbs.com/3f6c4ef1cff2a2a0f136754aa748fcae\" tg-width=\"550\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><b>Can't stop wondering about the logo</b><b>Association</b></p><p>When I saw the picture below, I laughed crazy.</p><p><img src=\"https://static.tigerbbs.com/d694d5ab8338eff06a7445ec7a29b2e0\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d0c8df835e9a4b60499dcb37836d571d\" tg-width=\"550\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><b>Walk... lackeys?</b></p><p><img src=\"https://static.tigerbbs.com/e9ede7058eed3513d7bb1b3653cf4c44\" tg-width=\"550\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p><b>Class 10 roundworms in Jingdong's belly</b></p><p><img src=\"https://static.tigerbbs.com/3f92dca9cea1305ae24b337cd349089e\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p><p>This time, JD.COM changed its logo and read a lot of comments on the Internet. Generally speaking, it was successful, and most netizens said that their goodwill doubled. A small number of netizens said that compared with the previous one, the new version is more common and not as good-looking as the previous one.</p><p><img src=\"https://static.tigerbbs.com/0d89d86b03ad8c2b04ccecb2f5e398e6\" tg-width=\"550\" tg-height=\"232\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/882f571ee1cf05c8f6966f38d587c89a\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/af7006c21a700410bfc3e244f2f34168\" tg-width=\"550\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p>Let's look at the changes of Tmall brand logo in 2019, and we can find that compared with other brand logos, they have gone from pseudo-material to flat, from concrete to abstract.</p><p>The logos of Tmall and JD.COM seem to be changing from pseudoobject to flat, and then from flat to three-dimensional, becoming more and more \"strong\".</p><p><img src=\"https://static.tigerbbs.com/8dd8839617ea5b1e65b468bb8abe8172\" tg-width=\"550\" tg-height=\"246\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/beb8be16a90664588594349ad8c03f3e\" tg-width=\"440\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p><p>After changing its new logo, Tmall also jointly launched an event with the Korean IP \"Sticky Monster Lab\" to launch new dolls.</p><p><img src=\"https://static.tigerbbs.com/eb0514c837aba184c8e81314d6fd70e1\" tg-width=\"440\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p><p>This kind of \"solidification\" treatment actually makes the brand gradually become a three-dimensional image with personality in the public's impression, which is not only rich in personality, but also vivid and lovely.</p><p>LOGO is not only a LOGO, but also a brand image carrier and a symbol of brand culture. In recent years, we can find that large companies with technology and networking have begun to like cute and grounded images, because such images can greatly weaken the sense of distance between the company and the public.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA\">SocialMarketing</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e97b0457383e0a08a59b14a4a776d3c","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109084099","content_text":"前有淘宝换logo，花了300w，改了个寂寞；后有小米换logo，花了200w磨平了棱角，没多大区别。\n终于的终于，有品牌不跟我们玩“logo找不同”游戏了！\n相信下载京东app的小伙伴应该都发现了，最近京东的logo肉眼可见地换了！（没发现的，看下图）\n\n说实话，看到新logo时，我第一反应是：这么多年了，京东狗Joy终于换拍照姿势了，从阿姨旅游全身照变成了网红自拍照，孩子真的成长了。\n而且相比之前的小狗形象，新的Joy眼睛变大了，五官四肢更立体，甚至都学会用两只脚走路了。\n\n对于这种从距离，到姿势，再到Joy形象变3D立体的焕新，网友有太多话说了。\n它...好像胖了...\n仔细看去，Joy的腿是变粗了，脸好像也是变大了...\n\n论拍照角度，对人胖瘦的影响力\n\n拍照角度真的重要吗？好像是很重要！\n越来越胖\n小狗的快乐是不上班给的吗？\n\n小狗狗唯一的烦恼可能是自己太可爱了，怎么办？\n\n小狗的笑容背后藏着什么？\n\n止不住对logo的联想\n看到下面这张图的时候，我笑疯了。\n\n走...走狗？\n\n京东肚子里的十级蛔虫\n\n京东这次换logo，看了网上不少的评论，总体来说是成功的，绝大多数网友都表示好感度倍增。少部分网友则表示相比之前的，新版本更加普通，不如之前的好看。\n\n咱们去看19年，天猫品牌logo的变化，可以发现，相比其他品牌logo从拟物到扁平，从具象到抽象。\n天猫和京东的logo似乎是从拟物到扁平，再从扁平变得立体化，越来越“壮实”了。\n\n天猫在换了新logo后，还和韩国IP“Sticky Monster Lab”联合推出活动，顺势推出新的公仔。\n\n这种“壮实化”的处理，其实是让品牌逐渐在大众印象中变成具有人格的立体形象，不仅个性丰富，还变得鲜活可爱了起来。\nLOGO绝不只是一个标志，它更是一个品牌的形象载体和品牌文化的象征。这几年，我们可以发现，科技化、网络化的大公司，都开始喜欢可爱接地气的形象，因为这样的形象能大大减弱公司与大众的距离感。","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121006293,"gmtCreate":1624442303812,"gmtModify":1703836803227,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"how","listText":"how","text":"how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121006293","repostId":"1174176610","repostType":4,"repost":{"id":"1174176610","kind":"news","pubTimestamp":1624440360,"share":"https://ttm.financial/m/news/1174176610?lang=en_US&edition=fundamental","pubTime":"2021-06-23 17:26","market":"sh","language":"zh","title":"Technology stocks are skyrocketing across the board, how can we eat meat? (List attached)","url":"https://stock-news.laohu8.com/highlight/detail?id=1174176610","media":"原来是凌乐","summary":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆","content":"<p>Today, technology stocks exploded in an all-round way, with large national funds holding shares,<a href=\"https://laohu8.com/S/SMI\">SMIC</a>The concept, MCU chip, voice technology and photoresist sectors all rose sharply, and the salt lake lithium extraction sector was even stronger throughout the day, without even a slight correction. If it weren't for the decline of liquor and big blue chips, which dragged down the market, there was really a feeling today. A bull market outbreak.</p><p><img src=\"https://static.tigerbbs.com/c48372db3af32bd32a7e37cb0caa8687\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p><p>Sure enough, it's still the A-share I am familiar with. It rose as fiercely as a tiger. Looking back, the market rose by 0.25. The differentiation of the stock market is very obvious now.<a href=\"https://laohu8.com/S/601318\">China Ping An</a>, Vanke, Midea and other large-cap blue-chip stocks hit new lows every day, while semiconductors, new energy vehicles and technology stocks continued to rise, and they all skyrocketed. The daily limit of 20cm is not a few, and the even more outrageous Dongpeng Special Drink,<a href=\"https://laohu8.com/S/600905\">Three Gorges Energy</a>The board is closed continuously. I really chose to eat meat, and I was beaten if I chose poorly. Fortunately, my recent positions are all popular concepts in the market, and I didn't get beaten.</p><p>After today's skyrocketing technology stocks, the call for a bull market in technology stocks has revived. Everyone's biggest question is, is the bull market in technology stocks really coming? Which are the real tech stocks? How should we choose stocks?</p><p>In this article, let's talk about the hottest concept of technology stocks.</p><p><b>01. What are technology stocks?</b></p><p>When it comes to technology stocks, everyone thinks they are talking about semiconductors and chips. In fact, technology stocks are a big category, including not only software and information institutions such as 5G and cloud services, but also computers,<a href=\"https://laohu8.com/S/300024\">Robot</a>Such hardware companies, even including some Internet companies, are, simply put, companies with high-tech products and services.</p><p>However, in the stock market, there are representative technology stocks in different periods. Looking back at the history of A-shares, there are five waves of technology stocks. The first round of speculation is<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The second round of the industrial chain is the mobile Internet, the third round is the Internet plus, the fourth round is semiconductors, and the fifth round is the 5G industrial chain. Therefore, there is no definite concept of technology stocks, only the concept that is most suitable for the present.</p><p><img src=\"https://static.tigerbbs.com/844a194beb5158eb671014bdce539dce\" tg-width=\"636\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p><p>What is the hottest concept of technology stocks at present?</p><p>Let's directly look at the increase list. Check the increase list of concept sectors in the past 20 days. The biggest increase is Hongmeng, semiconductor, photoresist and integrated circuit. Obviously, Hongmeng and semiconductor are the hottest technology stock concepts at the moment.</p><p><img src=\"https://static.tigerbbs.com/653708915aae9f02c4426c3fba99f4ee\" tg-width=\"1080\" tg-height=\"1711\" referrerpolicy=\"no-referrer\"></p><p>But just looking at the increase list in the past 20 days is not enough. If it is really a bull market for technology stocks, the cycle will have to look further, so I counted the sector increase list from the beginning of 2020 to the present, and you will find that the sector with the largest increase is basically all technology stocks, service robots,<a href=\"https://laohu8.com/S/000591\">Solar energy</a>, batteries, and chemical materials are the most popular concepts of technology stocks in the current market, and automobiles and semiconductors are undoubtedly the leaders of the speculation.</p><p><img src=\"https://static.tigerbbs.com/3052b7a73b6410f53234cfa7d83231b8\" tg-width=\"760\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>Here I have to talk about the new energy vehicle sector. In theory, this sector should also be classified into the category of technology stocks, rather than traditional industries, because autonomous driving, batteries, driver assistance systems, etc. in the new energy vehicle industry chain all belong to technology stocks, and new energy vehicles are also new species. From the perspective of market valuation, the P/E of many new energy vehicle stocks exceeds 100 times, which is obviously the valuation of technology stocks.</p><p>Therefore, this round of technology stock market,<b>It is driven by semiconductors and new energy vehicles that sectors such as service robots, batteries, new materials and aerospace equipment are occasionally hyped</b>, they are the current tech stocks.</p><p><b>02. Why hype technology stocks?</b></p><p>In my opinion, there are three logics of hype in technology stocks</p><p><b>1: Industrial policy tilt</b></p><p>Since 2019, the policy has given the green light to technology stocks all the way. First, the Science and Technology Innovation Board was specially established to facilitate direct financing of eight types of technology companies without queuing up; Then relax the financing threshold of GEM and give those companies that are not pure technology stocks the opportunity to further raise funds</p><p>Public data shows that China's R&D investment in science and technology in 2018 was approximately 2 trillion yuan, growing by double digits every year.<b>China is on the fast lane of rejuvenating the country through science and technology</b>。</p><p><b>Two: Influx of market funds</b></p><p>In fact, there are only two real main players in my A-shares, funds and foreign capital.</p><p>With the recent listing of the Mass Entrepreneurship and Entrepreneurship 50 ETF, ordinary investors have more channels to enter the Science and Technology Innovation Board through funds. The Science and Technology Innovation Board without retail investors has no soul, and the GEM with too many retail investors is chaotic. With the Mass Entrepreneurship and Entrepreneurship 50 Fund, retail investors can also follow and eat meat without disrupting the market, perfect.</p><p>Moreover, I have made statistics. In the past year, the review of newly issued funds has obviously been biased towards technology funds. The official is deliberately guiding the flow of funds and restricting the flow of funds to traditional industries. As we all know, funds represent purchasing power. The more funds are issued, That theme will continue to rise.</p><p>Moreover, the recent trend of northbound funds increasing their positions in technology stocks is also very obvious. Although the total amount of shares held is still relatively small, foreign capital is indeed increasing their positions in technology stocks.</p><p>Driven by the triple drive of retail investors, funds and foreign capital, the Science and Technology 50 Index has continued to rise sharply recently, and the increase is much higher than that of the main board.</p><p><b>Three: The rise of industry profits</b></p><p>In the figure below, I have counted the quarter-on-quarter growth rate of net profit of the technology stock sector in Q1 in 2021. You must know that most companies have operating cycles. Because of the Chinese New Year holiday factors, Q1 is generally the off-season for sales, and the average net profit growth rate of the entire industry is-12%, but the net profit of these technology stocks has doubled, and the growth rate is very scary.</p><p><img src=\"https://static.tigerbbs.com/738a2b90c4d119b0c33fd1c9a3535380\" tg-width=\"487\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p>Under this kind of performance increase, as long as the continuous growth of performance can be guaranteed, no matter how high the valuation is, it will be quickly digested. Therefore, under the three major trends of policy inclination, domestic substitution and industry rise, technology stocks have become bulls that cannot be pulled back, and there is still a lot of investment space in the market.</p><p><b>03. How to screen technology stocks?</b></p><p>After the continuous surge of technology stocks, if we take over individual stocks without fundamental support, it is easy to step on the thunder, so we have to be very cautious in stock selection.</p><p>In the last article, when I was talking about growth stocks, I always felt that something was missing. Later, after thinking about it, I realized that what I am really optimistic about is technology growth stocks, not cyclical growth stocks. There is an essential difference between the two. difference.</p><p>Technology growth stocks generate new market demand on the basis of technological upgrading, or technology products that were previously imported from abroad are now produced domestically, and their performance can continue to grow;</p><p>Cyclical growth stocks may be due to the decline in demand caused by the epidemic last year. This year's economic recovery has led to a surge in short-term performance, creating the illusion of performance growth. In fact, the sustainability is not strong, and it is easy to create value investment traps, such as the current<a href=\"https://laohu8.com/S/02318\">China Ping An</a>, Vanke, Midea and other companies, their profits and revenue are growing, but their stock prices are falling endlessly, and there is an obvious value investment trap.</p><p>Therefore, our stock selection this time is to screen out the stocks in the above sectors on the basis of the growth stocks in the previous article. At this time, I suggest that you review the above \"The account has returned to a new high, and focus on these stocks in the second half of the year!\", and finally I gave a list of 70 stocks. At this time, we screened out the current popular technology stocks among these 70 stocks.</p><p>After I screened, I found that there are only 5 or 6 pieces to choose from, and the range is a bit small, so I won't put it in the article. If you want to refer to it, please reply in the dialog box \"<b>Technology Growth Stocks</b>\"Five words, there is the list I selected.</p><p>I took a look at the individual stocks I screened out, and the early gains were quite large. The data used were all data from Q1 2021. It would be nice if this stock selection method had been used at that time. It felt like I missed it.</p><p>The hotter the stock market, the more everyone has to keep their eyes open. According to my observation, the stocks with the largest short-term gains are likely not to have the best fundamentals. On the contrary, the worse the fundamentals, the greater the gains, but this is by no means our choice. The reason for junk stocks is that in the long run, only those companies whose performance continues to improve and their profit growth continues to increase can continue to break through the previous highs. Even if they are trapped in the short term, the blood recovery speed will be very fast.</p><p>Don't blindly chase high prices just because you see technology stocks eating meat today, but pay attention to fundamentals.</p>","source":"lsy1570673087328","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>Technology stocks are skyrocketing across the board, how can we eat meat? 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(List attached)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">原来是凌乐</strong><span class=\"h-time small\">2021-06-23 17:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Today, technology stocks exploded in an all-round way, with large national funds holding shares,<a href=\"https://laohu8.com/S/SMI\">SMIC</a>The concept, MCU chip, voice technology and photoresist sectors all rose sharply, and the salt lake lithium extraction sector was even stronger throughout the day, without even a slight correction. If it weren't for the decline of liquor and big blue chips, which dragged down the market, there was really a feeling today. A bull market outbreak.</p><p><img src=\"https://static.tigerbbs.com/c48372db3af32bd32a7e37cb0caa8687\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p><p>Sure enough, it's still the A-share I am familiar with. It rose as fiercely as a tiger. Looking back, the market rose by 0.25. The differentiation of the stock market is very obvious now.<a href=\"https://laohu8.com/S/601318\">China Ping An</a>, Vanke, Midea and other large-cap blue-chip stocks hit new lows every day, while semiconductors, new energy vehicles and technology stocks continued to rise, and they all skyrocketed. The daily limit of 20cm is not a few, and the even more outrageous Dongpeng Special Drink,<a href=\"https://laohu8.com/S/600905\">Three Gorges Energy</a>The board is closed continuously. I really chose to eat meat, and I was beaten if I chose poorly. Fortunately, my recent positions are all popular concepts in the market, and I didn't get beaten.</p><p>After today's skyrocketing technology stocks, the call for a bull market in technology stocks has revived. Everyone's biggest question is, is the bull market in technology stocks really coming? Which are the real tech stocks? How should we choose stocks?</p><p>In this article, let's talk about the hottest concept of technology stocks.</p><p><b>01. What are technology stocks?</b></p><p>When it comes to technology stocks, everyone thinks they are talking about semiconductors and chips. In fact, technology stocks are a big category, including not only software and information institutions such as 5G and cloud services, but also computers,<a href=\"https://laohu8.com/S/300024\">Robot</a>Such hardware companies, even including some Internet companies, are, simply put, companies with high-tech products and services.</p><p>However, in the stock market, there are representative technology stocks in different periods. Looking back at the history of A-shares, there are five waves of technology stocks. The first round of speculation is<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The second round of the industrial chain is the mobile Internet, the third round is the Internet plus, the fourth round is semiconductors, and the fifth round is the 5G industrial chain. Therefore, there is no definite concept of technology stocks, only the concept that is most suitable for the present.</p><p><img src=\"https://static.tigerbbs.com/844a194beb5158eb671014bdce539dce\" tg-width=\"636\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p><p>What is the hottest concept of technology stocks at present?</p><p>Let's directly look at the increase list. Check the increase list of concept sectors in the past 20 days. The biggest increase is Hongmeng, semiconductor, photoresist and integrated circuit. Obviously, Hongmeng and semiconductor are the hottest technology stock concepts at the moment.</p><p><img src=\"https://static.tigerbbs.com/653708915aae9f02c4426c3fba99f4ee\" tg-width=\"1080\" tg-height=\"1711\" referrerpolicy=\"no-referrer\"></p><p>But just looking at the increase list in the past 20 days is not enough. If it is really a bull market for technology stocks, the cycle will have to look further, so I counted the sector increase list from the beginning of 2020 to the present, and you will find that the sector with the largest increase is basically all technology stocks, service robots,<a href=\"https://laohu8.com/S/000591\">Solar energy</a>, batteries, and chemical materials are the most popular concepts of technology stocks in the current market, and automobiles and semiconductors are undoubtedly the leaders of the speculation.</p><p><img src=\"https://static.tigerbbs.com/3052b7a73b6410f53234cfa7d83231b8\" tg-width=\"760\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>Here I have to talk about the new energy vehicle sector. In theory, this sector should also be classified into the category of technology stocks, rather than traditional industries, because autonomous driving, batteries, driver assistance systems, etc. in the new energy vehicle industry chain all belong to technology stocks, and new energy vehicles are also new species. From the perspective of market valuation, the P/E of many new energy vehicle stocks exceeds 100 times, which is obviously the valuation of technology stocks.</p><p>Therefore, this round of technology stock market,<b>It is driven by semiconductors and new energy vehicles that sectors such as service robots, batteries, new materials and aerospace equipment are occasionally hyped</b>, they are the current tech stocks.</p><p><b>02. Why hype technology stocks?</b></p><p>In my opinion, there are three logics of hype in technology stocks</p><p><b>1: Industrial policy tilt</b></p><p>Since 2019, the policy has given the green light to technology stocks all the way. First, the Science and Technology Innovation Board was specially established to facilitate direct financing of eight types of technology companies without queuing up; Then relax the financing threshold of GEM and give those companies that are not pure technology stocks the opportunity to further raise funds</p><p>Public data shows that China's R&D investment in science and technology in 2018 was approximately 2 trillion yuan, growing by double digits every year.<b>China is on the fast lane of rejuvenating the country through science and technology</b>。</p><p><b>Two: Influx of market funds</b></p><p>In fact, there are only two real main players in my A-shares, funds and foreign capital.</p><p>With the recent listing of the Mass Entrepreneurship and Entrepreneurship 50 ETF, ordinary investors have more channels to enter the Science and Technology Innovation Board through funds. The Science and Technology Innovation Board without retail investors has no soul, and the GEM with too many retail investors is chaotic. With the Mass Entrepreneurship and Entrepreneurship 50 Fund, retail investors can also follow and eat meat without disrupting the market, perfect.</p><p>Moreover, I have made statistics. In the past year, the review of newly issued funds has obviously been biased towards technology funds. The official is deliberately guiding the flow of funds and restricting the flow of funds to traditional industries. As we all know, funds represent purchasing power. The more funds are issued, That theme will continue to rise.</p><p>Moreover, the recent trend of northbound funds increasing their positions in technology stocks is also very obvious. Although the total amount of shares held is still relatively small, foreign capital is indeed increasing their positions in technology stocks.</p><p>Driven by the triple drive of retail investors, funds and foreign capital, the Science and Technology 50 Index has continued to rise sharply recently, and the increase is much higher than that of the main board.</p><p><b>Three: The rise of industry profits</b></p><p>In the figure below, I have counted the quarter-on-quarter growth rate of net profit of the technology stock sector in Q1 in 2021. You must know that most companies have operating cycles. Because of the Chinese New Year holiday factors, Q1 is generally the off-season for sales, and the average net profit growth rate of the entire industry is-12%, but the net profit of these technology stocks has doubled, and the growth rate is very scary.</p><p><img src=\"https://static.tigerbbs.com/738a2b90c4d119b0c33fd1c9a3535380\" tg-width=\"487\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p>Under this kind of performance increase, as long as the continuous growth of performance can be guaranteed, no matter how high the valuation is, it will be quickly digested. Therefore, under the three major trends of policy inclination, domestic substitution and industry rise, technology stocks have become bulls that cannot be pulled back, and there is still a lot of investment space in the market.</p><p><b>03. How to screen technology stocks?</b></p><p>After the continuous surge of technology stocks, if we take over individual stocks without fundamental support, it is easy to step on the thunder, so we have to be very cautious in stock selection.</p><p>In the last article, when I was talking about growth stocks, I always felt that something was missing. Later, after thinking about it, I realized that what I am really optimistic about is technology growth stocks, not cyclical growth stocks. There is an essential difference between the two. difference.</p><p>Technology growth stocks generate new market demand on the basis of technological upgrading, or technology products that were previously imported from abroad are now produced domestically, and their performance can continue to grow;</p><p>Cyclical growth stocks may be due to the decline in demand caused by the epidemic last year. This year's economic recovery has led to a surge in short-term performance, creating the illusion of performance growth. In fact, the sustainability is not strong, and it is easy to create value investment traps, such as the current<a href=\"https://laohu8.com/S/02318\">China Ping An</a>, Vanke, Midea and other companies, their profits and revenue are growing, but their stock prices are falling endlessly, and there is an obvious value investment trap.</p><p>Therefore, our stock selection this time is to screen out the stocks in the above sectors on the basis of the growth stocks in the previous article. At this time, I suggest that you review the above \"The account has returned to a new high, and focus on these stocks in the second half of the year!\", and finally I gave a list of 70 stocks. At this time, we screened out the current popular technology stocks among these 70 stocks.</p><p>After I screened, I found that there are only 5 or 6 pieces to choose from, and the range is a bit small, so I won't put it in the article. If you want to refer to it, please reply in the dialog box \"<b>Technology Growth Stocks</b>\"Five words, there is the list I selected.</p><p>I took a look at the individual stocks I screened out, and the early gains were quite large. The data used were all data from Q1 2021. It would be nice if this stock selection method had been used at that time. It felt like I missed it.</p><p>The hotter the stock market, the more everyone has to keep their eyes open. According to my observation, the stocks with the largest short-term gains are likely not to have the best fundamentals. On the contrary, the worse the fundamentals, the greater the gains, but this is by no means our choice. The reason for junk stocks is that in the long run, only those companies whose performance continues to improve and their profit growth continues to increase can continue to break through the previous highs. Even if they are trapped in the short term, the blood recovery speed will be very fast.</p><p>Don't blindly chase high prices just because you see technology stocks eating meat today, but pay attention to fundamentals.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ\">原来是凌乐</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指"},"source_url":"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174176610","content_text":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、三峡能源更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。\n在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？\n本文，我们就来聊聊当下最火的科技股概念。\n01、什么是科技股？\n一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、机器人这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。\n但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是苹果产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。\n\n那当前最火热的科技股概念是什么？\n咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。\n\n但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、太阳能、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。\n\n这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。\n所以，这一轮科技股行情，就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块，它们才是当前的科技股。\n02、为什么炒作科技股？\n我认为，科技股的炒作逻辑有三个\n一：产业政策倾斜\n从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会\n公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，中国正处于科技兴国的快车道。\n二：市场资金涌入\n我A股的真主力其实只有两个，基金和外资。\n近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。\n而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。\n而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。\n在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。\n三：行业利润的崛起\n下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。\n\n在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。\n03、如何筛选科技股？\n在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。\n上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。\n科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；\n而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的中国平安、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。\n所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。\n我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“科技成长股”五个字，就有我选出来的名单了。\n我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。\n股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。\n不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。","news_type":1,"symbols_score_info":{"03086":0.9,"TTTN":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129107665,"gmtCreate":1624363188457,"gmtModify":1703834401369,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129107665","repostId":"1161025826","repostType":4,"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162091654,"gmtCreate":1624026952878,"gmtModify":1703827034120,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"Up 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22:30","market":"hk","language":"zh","title":"JD.COM changed its logo, and netizens commented on laughing and vomiting!","url":"https://stock-news.laohu8.com/highlight/detail?id=1109084099","media":"SocialMarketing","summary":"这么多年了，京东狗Joy终于换拍照姿势了。","content":"<p>I used to change my logo on Taobao, which cost 300,000 yuan, and I changed it to Lonely; Later, Xiaomi changed its logo and spent 200w to smooth the edges and corners, but there was not much difference.</p><p>Finally, finally, some brands don't play the \"logo difference\" game with us!</p><p>I believe that all the friends who downloaded the JD.COM app should have found it. Recently, the logo of JD.COM has been changed visibly! (If you didn't find it, see the picture below)</p><p><img src=\"https://static.tigerbbs.com/e722f3683c15c0ab327afead1db5fe67\" tg-width=\"550\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p><p>To tell the truth, when I saw the new logo, my first reaction was: After so many years, Jingdong Dog Joy finally changed her photo position, from a full-length photo of her aunt traveling to a selfie of online celebrity. The child has really grown up.</p><p>Moreover, compared with the previous puppy image, the new Joy's eyes have become bigger, her facial features and limbs have become more three-dimensional, and she has even learned to walk on two feet.</p><p><img src=\"https://static.tigerbbs.com/5b2d0f1d1d95d1bfe0ceb0e8144fcb23\" tg-width=\"550\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>Netizens have too much to say about this kind of renewal from distance, to posture, and then to Joy's image becoming 3D.</p><p><b>It... seems to be fat...</b></p><p>Looking closely, Joy's legs have become thicker and her face seems to have become bigger...</p><p><img src=\"https://static.tigerbbs.com/de0f58f13c22d37f489666d8bb6f48bf\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bc2025c0687d102818349a89d1b36fa6\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/850cf85b39133ddfa6a175a8bac301fe\" tg-width=\"550\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p><p><b>On the Influence of Photo Angle on People's Fat and Thin</b></p><p><img src=\"https://static.tigerbbs.com/7f18466765145abe0f06f438469318c9\" tg-width=\"550\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p><p>Does the camera angle really matter? It seems very important!</p><p><img src=\"https://static.tigerbbs.com/eca91c1ebc1031ce78fd708114f1f19c\" tg-width=\"550\" tg-height=\"215\" referrerpolicy=\"no-referrer\">Getting fatter</p><p><b>Is puppy happiness given by not going to work?</b></p><p><img src=\"https://static.tigerbbs.com/35806aba591b9b02a8c6ae2727a90ebd\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/22bd5c54f8e649e74259d874885f7487\" tg-width=\"550\" tg-height=\"127\" referrerpolicy=\"no-referrer\"></p><p>The only trouble of puppies may be that they are too cute. What should I do?</p><p><img src=\"https://static.tigerbbs.com/2164e3f5f872d1c10d4d982a4b46aa09\" tg-width=\"550\" tg-height=\"133\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/abdc9239ef3f278f0d31532540372755\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p><p><b>What lies behind a puppy's smile?</b></p><p><img src=\"https://static.tigerbbs.com/3f6c4ef1cff2a2a0f136754aa748fcae\" tg-width=\"550\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><b>Can't stop wondering about the logo</b><b>Association</b></p><p>When I saw the picture below, I laughed crazy.</p><p><img src=\"https://static.tigerbbs.com/d694d5ab8338eff06a7445ec7a29b2e0\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d0c8df835e9a4b60499dcb37836d571d\" tg-width=\"550\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><b>Walk... lackeys?</b></p><p><img src=\"https://static.tigerbbs.com/e9ede7058eed3513d7bb1b3653cf4c44\" tg-width=\"550\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p><b>Class 10 roundworms in Jingdong's belly</b></p><p><img src=\"https://static.tigerbbs.com/3f92dca9cea1305ae24b337cd349089e\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p><p>This time, JD.COM changed its logo and read a lot of comments on the Internet. Generally speaking, it was successful, and most netizens said that their goodwill doubled. A small number of netizens said that compared with the previous one, the new version is more common and not as good-looking as the previous one.</p><p><img src=\"https://static.tigerbbs.com/0d89d86b03ad8c2b04ccecb2f5e398e6\" tg-width=\"550\" tg-height=\"232\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/882f571ee1cf05c8f6966f38d587c89a\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/af7006c21a700410bfc3e244f2f34168\" tg-width=\"550\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p>Let's look at the changes of Tmall brand logo in 2019, and we can find that compared with other brand logos, they have gone from pseudo-material to flat, from concrete to abstract.</p><p>The logos of Tmall and JD.COM seem to be changing from pseudoobject to flat, and then from flat to three-dimensional, becoming more and more \"strong\".</p><p><img src=\"https://static.tigerbbs.com/8dd8839617ea5b1e65b468bb8abe8172\" tg-width=\"550\" tg-height=\"246\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/beb8be16a90664588594349ad8c03f3e\" tg-width=\"440\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p><p>After changing its new logo, Tmall also jointly launched an event with the Korean IP \"Sticky Monster Lab\" to launch new dolls.</p><p><img src=\"https://static.tigerbbs.com/eb0514c837aba184c8e81314d6fd70e1\" tg-width=\"440\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p><p>This kind of \"solidification\" treatment actually makes the brand gradually become a three-dimensional image with personality in the public's impression, which is not only rich in personality, but also vivid and lovely.</p><p>LOGO is not only a LOGO, but also a brand image carrier and a symbol of brand culture. In recent years, we can find that large companies with technology and networking have begun to like cute and grounded images, because such images can greatly weaken the sense of distance between the company and the public.</p>","source":"lsy1625495473763","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>JD.COM changed its logo, and netizens commented on laughing and vomiting!</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\">\nJD.COM changed its logo, and netizens commented on laughing and vomiting!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">SocialMarketing</strong><span class=\"h-time small\">2021-07-05 22:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>I used to change my logo on Taobao, which cost 300,000 yuan, and I changed it to Lonely; Later, Xiaomi changed its logo and spent 200w to smooth the edges and corners, but there was not much difference.</p><p>Finally, finally, some brands don't play the \"logo difference\" game with us!</p><p>I believe that all the friends who downloaded the JD.COM app should have found it. Recently, the logo of JD.COM has been changed visibly! (If you didn't find it, see the picture below)</p><p><img src=\"https://static.tigerbbs.com/e722f3683c15c0ab327afead1db5fe67\" tg-width=\"550\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p><p>To tell the truth, when I saw the new logo, my first reaction was: After so many years, Jingdong Dog Joy finally changed her photo position, from a full-length photo of her aunt traveling to a selfie of online celebrity. The child has really grown up.</p><p>Moreover, compared with the previous puppy image, the new Joy's eyes have become bigger, her facial features and limbs have become more three-dimensional, and she has even learned to walk on two feet.</p><p><img src=\"https://static.tigerbbs.com/5b2d0f1d1d95d1bfe0ceb0e8144fcb23\" tg-width=\"550\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>Netizens have too much to say about this kind of renewal from distance, to posture, and then to Joy's image becoming 3D.</p><p><b>It... seems to be fat...</b></p><p>Looking closely, Joy's legs have become thicker and her face seems to have become bigger...</p><p><img src=\"https://static.tigerbbs.com/de0f58f13c22d37f489666d8bb6f48bf\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bc2025c0687d102818349a89d1b36fa6\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/850cf85b39133ddfa6a175a8bac301fe\" tg-width=\"550\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p><p><b>On the Influence of Photo Angle on People's Fat and Thin</b></p><p><img src=\"https://static.tigerbbs.com/7f18466765145abe0f06f438469318c9\" tg-width=\"550\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p><p>Does the camera angle really matter? It seems very important!</p><p><img src=\"https://static.tigerbbs.com/eca91c1ebc1031ce78fd708114f1f19c\" tg-width=\"550\" tg-height=\"215\" referrerpolicy=\"no-referrer\">Getting fatter</p><p><b>Is puppy happiness given by not going to work?</b></p><p><img src=\"https://static.tigerbbs.com/35806aba591b9b02a8c6ae2727a90ebd\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/22bd5c54f8e649e74259d874885f7487\" tg-width=\"550\" tg-height=\"127\" referrerpolicy=\"no-referrer\"></p><p>The only trouble of puppies may be that they are too cute. What should I do?</p><p><img src=\"https://static.tigerbbs.com/2164e3f5f872d1c10d4d982a4b46aa09\" tg-width=\"550\" tg-height=\"133\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/abdc9239ef3f278f0d31532540372755\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p><p><b>What lies behind a puppy's smile?</b></p><p><img src=\"https://static.tigerbbs.com/3f6c4ef1cff2a2a0f136754aa748fcae\" tg-width=\"550\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><b>Can't stop wondering about the logo</b><b>Association</b></p><p>When I saw the picture below, I laughed crazy.</p><p><img src=\"https://static.tigerbbs.com/d694d5ab8338eff06a7445ec7a29b2e0\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d0c8df835e9a4b60499dcb37836d571d\" tg-width=\"550\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><b>Walk... lackeys?</b></p><p><img src=\"https://static.tigerbbs.com/e9ede7058eed3513d7bb1b3653cf4c44\" tg-width=\"550\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p><b>Class 10 roundworms in Jingdong's belly</b></p><p><img src=\"https://static.tigerbbs.com/3f92dca9cea1305ae24b337cd349089e\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p><p>This time, JD.COM changed its logo and read a lot of comments on the Internet. Generally speaking, it was successful, and most netizens said that their goodwill doubled. A small number of netizens said that compared with the previous one, the new version is more common and not as good-looking as the previous one.</p><p><img src=\"https://static.tigerbbs.com/0d89d86b03ad8c2b04ccecb2f5e398e6\" tg-width=\"550\" tg-height=\"232\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/882f571ee1cf05c8f6966f38d587c89a\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/af7006c21a700410bfc3e244f2f34168\" tg-width=\"550\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p>Let's look at the changes of Tmall brand logo in 2019, and we can find that compared with other brand logos, they have gone from pseudo-material to flat, from concrete to abstract.</p><p>The logos of Tmall and JD.COM seem to be changing from pseudoobject to flat, and then from flat to three-dimensional, becoming more and more \"strong\".</p><p><img src=\"https://static.tigerbbs.com/8dd8839617ea5b1e65b468bb8abe8172\" tg-width=\"550\" tg-height=\"246\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/beb8be16a90664588594349ad8c03f3e\" tg-width=\"440\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p><p>After changing its new logo, Tmall also jointly launched an event with the Korean IP \"Sticky Monster Lab\" to launch new dolls.</p><p><img src=\"https://static.tigerbbs.com/eb0514c837aba184c8e81314d6fd70e1\" tg-width=\"440\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p><p>This kind of \"solidification\" treatment actually makes the brand gradually become a three-dimensional image with personality in the public's impression, which is not only rich in personality, but also vivid and lovely.</p><p>LOGO is not only a LOGO, but also a brand image carrier and a symbol of brand culture. In recent years, we can find that large companies with technology and networking have begun to like cute and grounded images, because such images can greatly weaken the sense of distance between the company and the public.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA\">SocialMarketing</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e97b0457383e0a08a59b14a4a776d3c","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109084099","content_text":"前有淘宝换logo，花了300w，改了个寂寞；后有小米换logo，花了200w磨平了棱角，没多大区别。\n终于的终于，有品牌不跟我们玩“logo找不同”游戏了！\n相信下载京东app的小伙伴应该都发现了，最近京东的logo肉眼可见地换了！（没发现的，看下图）\n\n说实话，看到新logo时，我第一反应是：这么多年了，京东狗Joy终于换拍照姿势了，从阿姨旅游全身照变成了网红自拍照，孩子真的成长了。\n而且相比之前的小狗形象，新的Joy眼睛变大了，五官四肢更立体，甚至都学会用两只脚走路了。\n\n对于这种从距离，到姿势，再到Joy形象变3D立体的焕新，网友有太多话说了。\n它...好像胖了...\n仔细看去，Joy的腿是变粗了，脸好像也是变大了...\n\n论拍照角度，对人胖瘦的影响力\n\n拍照角度真的重要吗？好像是很重要！\n越来越胖\n小狗的快乐是不上班给的吗？\n\n小狗狗唯一的烦恼可能是自己太可爱了，怎么办？\n\n小狗的笑容背后藏着什么？\n\n止不住对logo的联想\n看到下面这张图的时候，我笑疯了。\n\n走...走狗？\n\n京东肚子里的十级蛔虫\n\n京东这次换logo，看了网上不少的评论，总体来说是成功的，绝大多数网友都表示好感度倍增。少部分网友则表示相比之前的，新版本更加普通，不如之前的好看。\n\n咱们去看19年，天猫品牌logo的变化，可以发现，相比其他品牌logo从拟物到扁平，从具象到抽象。\n天猫和京东的logo似乎是从拟物到扁平，再从扁平变得立体化，越来越“壮实”了。\n\n天猫在换了新logo后，还和韩国IP“Sticky Monster Lab”联合推出活动，顺势推出新的公仔。\n\n这种“壮实化”的处理，其实是让品牌逐渐在大众印象中变成具有人格的立体形象，不仅个性丰富，还变得鲜活可爱了起来。\nLOGO绝不只是一个标志，它更是一个品牌的形象载体和品牌文化的象征。这几年，我们可以发现，科技化、网络化的大公司，都开始喜欢可爱接地气的形象，因为这样的形象能大大减弱公司与大众的距离感。","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162007586,"gmtCreate":1624026883345,"gmtModify":1703827029100,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>good","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>good","text":"$AMD(AMD)$good","images":[{"img":"https://static.tigerbbs.com/6d11e9cbb05e7b8d9e6ee1a88776ea47","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162007586","isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374295159,"gmtCreate":1619447329271,"gmtModify":1704724067784,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>???","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>???","text":"$AMD(AMD)$???","images":[{"img":"https://static.tigerbbs.com/78a5af97b1ebcf729208aa0175a4e0b8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/374295159","isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9969737214,"gmtCreate":1668521200139,"gmtModify":1676538069913,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a 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data-views=\"0\"></v-v>","text":"$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963234800","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121006293,"gmtCreate":1624442303812,"gmtModify":1703836803227,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"how","listText":"how","text":"how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121006293","repostId":"1174176610","repostType":4,"repost":{"id":"1174176610","kind":"news","pubTimestamp":1624440360,"share":"https://ttm.financial/m/news/1174176610?lang=en_US&edition=fundamental","pubTime":"2021-06-23 17:26","market":"sh","language":"zh","title":"Technology stocks are skyrocketing across the board, how can we eat meat? (List attached)","url":"https://stock-news.laohu8.com/highlight/detail?id=1174176610","media":"原来是凌乐","summary":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆","content":"<p>Today, technology stocks exploded in an all-round way, with large national funds holding shares,<a href=\"https://laohu8.com/S/SMI\">SMIC</a>The concept, MCU chip, voice technology and photoresist sectors all rose sharply, and the salt lake lithium extraction sector was even stronger throughout the day, without even a slight correction. If it weren't for the decline of liquor and big blue chips, which dragged down the market, there was really a feeling today. A bull market outbreak.</p><p><img src=\"https://static.tigerbbs.com/c48372db3af32bd32a7e37cb0caa8687\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p><p>Sure enough, it's still the A-share I am familiar with. It rose as fiercely as a tiger. Looking back, the market rose by 0.25. The differentiation of the stock market is very obvious now.<a href=\"https://laohu8.com/S/601318\">China Ping An</a>, Vanke, Midea and other large-cap blue-chip stocks hit new lows every day, while semiconductors, new energy vehicles and technology stocks continued to rise, and they all skyrocketed. The daily limit of 20cm is not a few, and the even more outrageous Dongpeng Special Drink,<a href=\"https://laohu8.com/S/600905\">Three Gorges Energy</a>The board is closed continuously. I really chose to eat meat, and I was beaten if I chose poorly. Fortunately, my recent positions are all popular concepts in the market, and I didn't get beaten.</p><p>After today's skyrocketing technology stocks, the call for a bull market in technology stocks has revived. Everyone's biggest question is, is the bull market in technology stocks really coming? Which are the real tech stocks? How should we choose stocks?</p><p>In this article, let's talk about the hottest concept of technology stocks.</p><p><b>01. What are technology stocks?</b></p><p>When it comes to technology stocks, everyone thinks they are talking about semiconductors and chips. In fact, technology stocks are a big category, including not only software and information institutions such as 5G and cloud services, but also computers,<a href=\"https://laohu8.com/S/300024\">Robot</a>Such hardware companies, even including some Internet companies, are, simply put, companies with high-tech products and services.</p><p>However, in the stock market, there are representative technology stocks in different periods. Looking back at the history of A-shares, there are five waves of technology stocks. The first round of speculation is<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The second round of the industrial chain is the mobile Internet, the third round is the Internet plus, the fourth round is semiconductors, and the fifth round is the 5G industrial chain. Therefore, there is no definite concept of technology stocks, only the concept that is most suitable for the present.</p><p><img src=\"https://static.tigerbbs.com/844a194beb5158eb671014bdce539dce\" tg-width=\"636\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p><p>What is the hottest concept of technology stocks at present?</p><p>Let's directly look at the increase list. Check the increase list of concept sectors in the past 20 days. The biggest increase is Hongmeng, semiconductor, photoresist and integrated circuit. Obviously, Hongmeng and semiconductor are the hottest technology stock concepts at the moment.</p><p><img src=\"https://static.tigerbbs.com/653708915aae9f02c4426c3fba99f4ee\" tg-width=\"1080\" tg-height=\"1711\" referrerpolicy=\"no-referrer\"></p><p>But just looking at the increase list in the past 20 days is not enough. If it is really a bull market for technology stocks, the cycle will have to look further, so I counted the sector increase list from the beginning of 2020 to the present, and you will find that the sector with the largest increase is basically all technology stocks, service robots,<a href=\"https://laohu8.com/S/000591\">Solar energy</a>, batteries, and chemical materials are the most popular concepts of technology stocks in the current market, and automobiles and semiconductors are undoubtedly the leaders of the speculation.</p><p><img src=\"https://static.tigerbbs.com/3052b7a73b6410f53234cfa7d83231b8\" tg-width=\"760\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>Here I have to talk about the new energy vehicle sector. In theory, this sector should also be classified into the category of technology stocks, rather than traditional industries, because autonomous driving, batteries, driver assistance systems, etc. in the new energy vehicle industry chain all belong to technology stocks, and new energy vehicles are also new species. From the perspective of market valuation, the P/E of many new energy vehicle stocks exceeds 100 times, which is obviously the valuation of technology stocks.</p><p>Therefore, this round of technology stock market,<b>It is driven by semiconductors and new energy vehicles that sectors such as service robots, batteries, new materials and aerospace equipment are occasionally hyped</b>, they are the current tech stocks.</p><p><b>02. Why hype technology stocks?</b></p><p>In my opinion, there are three logics of hype in technology stocks</p><p><b>1: Industrial policy tilt</b></p><p>Since 2019, the policy has given the green light to technology stocks all the way. First, the Science and Technology Innovation Board was specially established to facilitate direct financing of eight types of technology companies without queuing up; Then relax the financing threshold of GEM and give those companies that are not pure technology stocks the opportunity to further raise funds</p><p>Public data shows that China's R&D investment in science and technology in 2018 was approximately 2 trillion yuan, growing by double digits every year.<b>China is on the fast lane of rejuvenating the country through science and technology</b>。</p><p><b>Two: Influx of market funds</b></p><p>In fact, there are only two real main players in my A-shares, funds and foreign capital.</p><p>With the recent listing of the Mass Entrepreneurship and Entrepreneurship 50 ETF, ordinary investors have more channels to enter the Science and Technology Innovation Board through funds. The Science and Technology Innovation Board without retail investors has no soul, and the GEM with too many retail investors is chaotic. With the Mass Entrepreneurship and Entrepreneurship 50 Fund, retail investors can also follow and eat meat without disrupting the market, perfect.</p><p>Moreover, I have made statistics. In the past year, the review of newly issued funds has obviously been biased towards technology funds. The official is deliberately guiding the flow of funds and restricting the flow of funds to traditional industries. As we all know, funds represent purchasing power. The more funds are issued, That theme will continue to rise.</p><p>Moreover, the recent trend of northbound funds increasing their positions in technology stocks is also very obvious. Although the total amount of shares held is still relatively small, foreign capital is indeed increasing their positions in technology stocks.</p><p>Driven by the triple drive of retail investors, funds and foreign capital, the Science and Technology 50 Index has continued to rise sharply recently, and the increase is much higher than that of the main board.</p><p><b>Three: The rise of industry profits</b></p><p>In the figure below, I have counted the quarter-on-quarter growth rate of net profit of the technology stock sector in Q1 in 2021. You must know that most companies have operating cycles. Because of the Chinese New Year holiday factors, Q1 is generally the off-season for sales, and the average net profit growth rate of the entire industry is-12%, but the net profit of these technology stocks has doubled, and the growth rate is very scary.</p><p><img src=\"https://static.tigerbbs.com/738a2b90c4d119b0c33fd1c9a3535380\" tg-width=\"487\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p>Under this kind of performance increase, as long as the continuous growth of performance can be guaranteed, no matter how high the valuation is, it will be quickly digested. Therefore, under the three major trends of policy inclination, domestic substitution and industry rise, technology stocks have become bulls that cannot be pulled back, and there is still a lot of investment space in the market.</p><p><b>03. How to screen technology stocks?</b></p><p>After the continuous surge of technology stocks, if we take over individual stocks without fundamental support, it is easy to step on the thunder, so we have to be very cautious in stock selection.</p><p>In the last article, when I was talking about growth stocks, I always felt that something was missing. Later, after thinking about it, I realized that what I am really optimistic about is technology growth stocks, not cyclical growth stocks. There is an essential difference between the two. difference.</p><p>Technology growth stocks generate new market demand on the basis of technological upgrading, or technology products that were previously imported from abroad are now produced domestically, and their performance can continue to grow;</p><p>Cyclical growth stocks may be due to the decline in demand caused by the epidemic last year. This year's economic recovery has led to a surge in short-term performance, creating the illusion of performance growth. In fact, the sustainability is not strong, and it is easy to create value investment traps, such as the current<a href=\"https://laohu8.com/S/02318\">China Ping An</a>, Vanke, Midea and other companies, their profits and revenue are growing, but their stock prices are falling endlessly, and there is an obvious value investment trap.</p><p>Therefore, our stock selection this time is to screen out the stocks in the above sectors on the basis of the growth stocks in the previous article. At this time, I suggest that you review the above \"The account has returned to a new high, and focus on these stocks in the second half of the year!\", and finally I gave a list of 70 stocks. At this time, we screened out the current popular technology stocks among these 70 stocks.</p><p>After I screened, I found that there are only 5 or 6 pieces to choose from, and the range is a bit small, so I won't put it in the article. If you want to refer to it, please reply in the dialog box \"<b>Technology Growth Stocks</b>\"Five words, there is the list I selected.</p><p>I took a look at the individual stocks I screened out, and the early gains were quite large. The data used were all data from Q1 2021. It would be nice if this stock selection method had been used at that time. It felt like I missed it.</p><p>The hotter the stock market, the more everyone has to keep their eyes open. According to my observation, the stocks with the largest short-term gains are likely not to have the best fundamentals. On the contrary, the worse the fundamentals, the greater the gains, but this is by no means our choice. The reason for junk stocks is that in the long run, only those companies whose performance continues to improve and their profit growth continues to increase can continue to break through the previous highs. Even if they are trapped in the short term, the blood recovery speed will be very fast.</p><p>Don't blindly chase high prices just because you see technology stocks eating meat today, but pay attention to fundamentals.</p>","source":"lsy1570673087328","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>Technology stocks are skyrocketing across the board, how can we eat meat? (List attached)</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\">\nTechnology stocks are skyrocketing across the board, how can we eat meat? (List attached)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">原来是凌乐</strong><span class=\"h-time small\">2021-06-23 17:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Today, technology stocks exploded in an all-round way, with large national funds holding shares,<a href=\"https://laohu8.com/S/SMI\">SMIC</a>The concept, MCU chip, voice technology and photoresist sectors all rose sharply, and the salt lake lithium extraction sector was even stronger throughout the day, without even a slight correction. If it weren't for the decline of liquor and big blue chips, which dragged down the market, there was really a feeling today. A bull market outbreak.</p><p><img src=\"https://static.tigerbbs.com/c48372db3af32bd32a7e37cb0caa8687\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p><p>Sure enough, it's still the A-share I am familiar with. It rose as fiercely as a tiger. Looking back, the market rose by 0.25. The differentiation of the stock market is very obvious now.<a href=\"https://laohu8.com/S/601318\">China Ping An</a>, Vanke, Midea and other large-cap blue-chip stocks hit new lows every day, while semiconductors, new energy vehicles and technology stocks continued to rise, and they all skyrocketed. The daily limit of 20cm is not a few, and the even more outrageous Dongpeng Special Drink,<a href=\"https://laohu8.com/S/600905\">Three Gorges Energy</a>The board is closed continuously. I really chose to eat meat, and I was beaten if I chose poorly. Fortunately, my recent positions are all popular concepts in the market, and I didn't get beaten.</p><p>After today's skyrocketing technology stocks, the call for a bull market in technology stocks has revived. Everyone's biggest question is, is the bull market in technology stocks really coming? Which are the real tech stocks? How should we choose stocks?</p><p>In this article, let's talk about the hottest concept of technology stocks.</p><p><b>01. What are technology stocks?</b></p><p>When it comes to technology stocks, everyone thinks they are talking about semiconductors and chips. In fact, technology stocks are a big category, including not only software and information institutions such as 5G and cloud services, but also computers,<a href=\"https://laohu8.com/S/300024\">Robot</a>Such hardware companies, even including some Internet companies, are, simply put, companies with high-tech products and services.</p><p>However, in the stock market, there are representative technology stocks in different periods. Looking back at the history of A-shares, there are five waves of technology stocks. The first round of speculation is<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The second round of the industrial chain is the mobile Internet, the third round is the Internet plus, the fourth round is semiconductors, and the fifth round is the 5G industrial chain. Therefore, there is no definite concept of technology stocks, only the concept that is most suitable for the present.</p><p><img src=\"https://static.tigerbbs.com/844a194beb5158eb671014bdce539dce\" tg-width=\"636\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p><p>What is the hottest concept of technology stocks at present?</p><p>Let's directly look at the increase list. Check the increase list of concept sectors in the past 20 days. The biggest increase is Hongmeng, semiconductor, photoresist and integrated circuit. Obviously, Hongmeng and semiconductor are the hottest technology stock concepts at the moment.</p><p><img src=\"https://static.tigerbbs.com/653708915aae9f02c4426c3fba99f4ee\" tg-width=\"1080\" tg-height=\"1711\" referrerpolicy=\"no-referrer\"></p><p>But just looking at the increase list in the past 20 days is not enough. If it is really a bull market for technology stocks, the cycle will have to look further, so I counted the sector increase list from the beginning of 2020 to the present, and you will find that the sector with the largest increase is basically all technology stocks, service robots,<a href=\"https://laohu8.com/S/000591\">Solar energy</a>, batteries, and chemical materials are the most popular concepts of technology stocks in the current market, and automobiles and semiconductors are undoubtedly the leaders of the speculation.</p><p><img src=\"https://static.tigerbbs.com/3052b7a73b6410f53234cfa7d83231b8\" tg-width=\"760\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>Here I have to talk about the new energy vehicle sector. In theory, this sector should also be classified into the category of technology stocks, rather than traditional industries, because autonomous driving, batteries, driver assistance systems, etc. in the new energy vehicle industry chain all belong to technology stocks, and new energy vehicles are also new species. From the perspective of market valuation, the P/E of many new energy vehicle stocks exceeds 100 times, which is obviously the valuation of technology stocks.</p><p>Therefore, this round of technology stock market,<b>It is driven by semiconductors and new energy vehicles that sectors such as service robots, batteries, new materials and aerospace equipment are occasionally hyped</b>, they are the current tech stocks.</p><p><b>02. Why hype technology stocks?</b></p><p>In my opinion, there are three logics of hype in technology stocks</p><p><b>1: Industrial policy tilt</b></p><p>Since 2019, the policy has given the green light to technology stocks all the way. First, the Science and Technology Innovation Board was specially established to facilitate direct financing of eight types of technology companies without queuing up; Then relax the financing threshold of GEM and give those companies that are not pure technology stocks the opportunity to further raise funds</p><p>Public data shows that China's R&D investment in science and technology in 2018 was approximately 2 trillion yuan, growing by double digits every year.<b>China is on the fast lane of rejuvenating the country through science and technology</b>。</p><p><b>Two: Influx of market funds</b></p><p>In fact, there are only two real main players in my A-shares, funds and foreign capital.</p><p>With the recent listing of the Mass Entrepreneurship and Entrepreneurship 50 ETF, ordinary investors have more channels to enter the Science and Technology Innovation Board through funds. The Science and Technology Innovation Board without retail investors has no soul, and the GEM with too many retail investors is chaotic. With the Mass Entrepreneurship and Entrepreneurship 50 Fund, retail investors can also follow and eat meat without disrupting the market, perfect.</p><p>Moreover, I have made statistics. In the past year, the review of newly issued funds has obviously been biased towards technology funds. The official is deliberately guiding the flow of funds and restricting the flow of funds to traditional industries. As we all know, funds represent purchasing power. The more funds are issued, That theme will continue to rise.</p><p>Moreover, the recent trend of northbound funds increasing their positions in technology stocks is also very obvious. Although the total amount of shares held is still relatively small, foreign capital is indeed increasing their positions in technology stocks.</p><p>Driven by the triple drive of retail investors, funds and foreign capital, the Science and Technology 50 Index has continued to rise sharply recently, and the increase is much higher than that of the main board.</p><p><b>Three: The rise of industry profits</b></p><p>In the figure below, I have counted the quarter-on-quarter growth rate of net profit of the technology stock sector in Q1 in 2021. You must know that most companies have operating cycles. Because of the Chinese New Year holiday factors, Q1 is generally the off-season for sales, and the average net profit growth rate of the entire industry is-12%, but the net profit of these technology stocks has doubled, and the growth rate is very scary.</p><p><img src=\"https://static.tigerbbs.com/738a2b90c4d119b0c33fd1c9a3535380\" tg-width=\"487\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p>Under this kind of performance increase, as long as the continuous growth of performance can be guaranteed, no matter how high the valuation is, it will be quickly digested. Therefore, under the three major trends of policy inclination, domestic substitution and industry rise, technology stocks have become bulls that cannot be pulled back, and there is still a lot of investment space in the market.</p><p><b>03. How to screen technology stocks?</b></p><p>After the continuous surge of technology stocks, if we take over individual stocks without fundamental support, it is easy to step on the thunder, so we have to be very cautious in stock selection.</p><p>In the last article, when I was talking about growth stocks, I always felt that something was missing. Later, after thinking about it, I realized that what I am really optimistic about is technology growth stocks, not cyclical growth stocks. There is an essential difference between the two. difference.</p><p>Technology growth stocks generate new market demand on the basis of technological upgrading, or technology products that were previously imported from abroad are now produced domestically, and their performance can continue to grow;</p><p>Cyclical growth stocks may be due to the decline in demand caused by the epidemic last year. This year's economic recovery has led to a surge in short-term performance, creating the illusion of performance growth. In fact, the sustainability is not strong, and it is easy to create value investment traps, such as the current<a href=\"https://laohu8.com/S/02318\">China Ping An</a>, Vanke, Midea and other companies, their profits and revenue are growing, but their stock prices are falling endlessly, and there is an obvious value investment trap.</p><p>Therefore, our stock selection this time is to screen out the stocks in the above sectors on the basis of the growth stocks in the previous article. At this time, I suggest that you review the above \"The account has returned to a new high, and focus on these stocks in the second half of the year!\", and finally I gave a list of 70 stocks. At this time, we screened out the current popular technology stocks among these 70 stocks.</p><p>After I screened, I found that there are only 5 or 6 pieces to choose from, and the range is a bit small, so I won't put it in the article. If you want to refer to it, please reply in the dialog box \"<b>Technology Growth Stocks</b>\"Five words, there is the list I selected.</p><p>I took a look at the individual stocks I screened out, and the early gains were quite large. The data used were all data from Q1 2021. It would be nice if this stock selection method had been used at that time. It felt like I missed it.</p><p>The hotter the stock market, the more everyone has to keep their eyes open. According to my observation, the stocks with the largest short-term gains are likely not to have the best fundamentals. On the contrary, the worse the fundamentals, the greater the gains, but this is by no means our choice. The reason for junk stocks is that in the long run, only those companies whose performance continues to improve and their profit growth continues to increase can continue to break through the previous highs. Even if they are trapped in the short term, the blood recovery speed will be very fast.</p><p>Don't blindly chase high prices just because you see technology stocks eating meat today, but pay attention to fundamentals.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ\">原来是凌乐</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指"},"source_url":"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174176610","content_text":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、三峡能源更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。\n在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？\n本文，我们就来聊聊当下最火的科技股概念。\n01、什么是科技股？\n一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、机器人这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。\n但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是苹果产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。\n\n那当前最火热的科技股概念是什么？\n咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。\n\n但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、太阳能、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。\n\n这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。\n所以，这一轮科技股行情，就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块，它们才是当前的科技股。\n02、为什么炒作科技股？\n我认为，科技股的炒作逻辑有三个\n一：产业政策倾斜\n从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会\n公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，中国正处于科技兴国的快车道。\n二：市场资金涌入\n我A股的真主力其实只有两个，基金和外资。\n近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。\n而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。\n而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。\n在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。\n三：行业利润的崛起\n下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。\n\n在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。\n03、如何筛选科技股？\n在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。\n上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。\n科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；\n而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的中国平安、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。\n所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。\n我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“科技成长股”五个字，就有我选出来的名单了。\n我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。\n股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。\n不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。","news_type":1,"symbols_score_info":{"03086":0.9,"TTTN":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129107665,"gmtCreate":1624363188457,"gmtModify":1703834401369,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129107665","repostId":"1161025826","repostType":4,"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}