问言与谁的个人主页 - 老虎社区

问言与谁

问言与谁

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IP属地：海外

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0勋章

2018-09-11

$AMD 20190118 15.0 CALL(AMD)$ $AMD(AMD)$ 苏妈都开始撤了，怎么办？

2021-10-10

每周复盘 20211009

本周 GM 录得较大涨幅本周操作建仓 ON, Intel 持仓分析$ON Semiconductor Corp.(ON)$ 优势自有晶圆厂的产能优势丰富的传感器产品线图像传感器的优势 $英特尔(INTC)$ 长期持有，x86平台优势优势自有工厂的产能优势 12代平台性能的改进风险 12代平台性能代验证制程进展 $通用汽车(GM)$ 中期持有。关注电动平台进展优势：电动平台的发布风险：电动平台的竞争力策略：继续持有，关注电动平台相关车型进展

每周复盘 20211009

2019-06-16

$AMD(AMD)$ AMD 这波能会回撤到25不？到了就加仓

2018-09-05

$AMD 20190118 15.0 CALL(AMD)$ $AMD$AMD(AMD)$ 感谢苏阿姨

2019-06-17

$拍拍贷(PPDF)$ 加仓还是减仓？

2020-04-04

下一个是谁？

#2020年的疫情启示录受疫情影响，最近美股大跌，$波音(BA)$ 、$达美航空(DAL)$ 、$西南航空(LUV)$ 等航空股更是跌幅巨大。然而，价值投资者巴菲特旗下的伯克希尔依然于本周大幅抛售了其持有的约18%的达美和 4% 的西南航空股份。很多人表示不解，甚至认为这是百年一遇的抄底良机，打算卖房炒股。在此，只能提醒大家，美国的破产和中国的退市完全不是一个概念。历史是不断重演的，建议大家花点时间重新回顾下那些十多年前割韭菜的骚操作，都是血泪教训。比如通用，破产重组后，对公司业务和员工可能没有太大区别，很多购买通用汽车的人压根不知道有这回事。但是购买通用股票的小股东就被洗劫了，看清楚，下图原通用股东在破产后成立的新通用公司里的权益，是 0。抄底需谨慎

下一个是谁？

2018-09-29

$小牛电动(NIU)$ 什么时候上市？哪里可以打新？

2017-10-30

十倍

$迅雷(XNET)$ 这个才是十倍，刚才还差点

2017-10-27

坐等十倍

$迅雷(XNET)$ 坐等十倍

2017-10-21

终于爆发了下

$迅雷(XNET)$ 八月入的，等了好久啊

终于爆发了下

去老虎APP查看更多动态

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Cotton）的一纸质询信，把这场企业管理层变动推向了中美科技竞争的风口浪尖。这位马来西亚华裔高管的职业生涯，恰是全球化半导体行业与地缘政治博弈的缩影。 事件缘起：为何一位 CEO 的背景会惊动参议员？ 陈立武的履历堪称 “半导体老兵”：他出生于马来西亚柔佛麻坡的华人家庭，在新加坡长大，拥有麻省理工学院核工程硕士学位。作为华登国际（Walden International）创始人，他深度参与了中国半导体产业的早期建设，投资过超 600 家中国科技企业，其中不乏中电科等与中国产业链深度绑定的公司。这样的经历，在英特尔的新战略中本是 “加分项”—— 毕竟英特尔正急于在代工领域追赶台积电、三星，而陈立武对中国市场和产业链的熟悉，被视为破局的关键。 但问题的敏感点在于英特尔的 “双重身份”：它不仅是全球芯片巨头，更是美国国防供应链的核心参与者 —— 手握美国防部 30 亿美元合同，负责 “联邦安全飞地计划”（保障国防微电子安全），还通过《芯片与科学法案》拿到 80 亿美元政府补贴。科顿的质询直指核心：陈立武过去与中国企业的深度绑定，尤其是对部分被美制裁企业的投资，是否会让英特尔的国防项目 “埋下安全隐患”？ 更让争议升温的是 “Cadence 旧案”：2025 年 8 月，陈立武曾任职 CEO 的 Cadence 因向中国军事院校出售受限芯片设计软件，认罪并罚款 1.4 亿美元。科顿质疑：这样的 “前科” 是否会在英特尔重演？ 背后的博弈：不只是 “个人审查”，更是中美芯片战的缩影 这场风波","listText":"最近，全球芯片巨头 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 的管理层变动成了科技圈的焦点 —— 但这次的讨论焦点并非技术突破或市场扩张，而是新任 CEO 陈立武（Lip-Bu Tan）的 “跨国背景”。美国参议员汤姆・科顿（Tom Cotton）的一纸质询信，把这场企业管理层变动推向了中美科技竞争的风口浪尖。这位马来西亚华裔高管的职业生涯，恰是全球化半导体行业与地缘政治博弈的缩影。 事件缘起：为何一位 CEO 的背景会惊动参议员？ 陈立武的履历堪称 “半导体老兵”：他出生于马来西亚柔佛麻坡的华人家庭，在新加坡长大，拥有麻省理工学院核工程硕士学位。作为华登国际（Walden International）创始人，他深度参与了中国半导体产业的早期建设，投资过超 600 家中国科技企业，其中不乏中电科等与中国产业链深度绑定的公司。这样的经历，在英特尔的新战略中本是 “加分项”—— 毕竟英特尔正急于在代工领域追赶台积电、三星，而陈立武对中国市场和产业链的熟悉，被视为破局的关键。 但问题的敏感点在于英特尔的 “双重身份”：它不仅是全球芯片巨头，更是美国国防供应链的核心参与者 —— 手握美国防部 30 亿美元合同，负责 “联邦安全飞地计划”（保障国防微电子安全），还通过《芯片与科学法案》拿到 80 亿美元政府补贴。科顿的质询直指核心：陈立武过去与中国企业的深度绑定，尤其是对部分被美制裁企业的投资，是否会让英特尔的国防项目 “埋下安全隐患”？ 更让争议升温的是 “Cadence 旧案”：2025 年 8 月，陈立武曾任职 CEO 的 Cadence 因向中国军事院校出售受限芯片设计软件，认罪并罚款 1.4 亿美元。科顿质疑：这样的 “前科” 是否会在英特尔重演？ 背后的博弈：不只是 “个人审查”，更是中美芯片战的缩影 这场风波","text":"最近，全球芯片巨头 $英特尔(INTC)$ 的管理层变动成了科技圈的焦点 —— 但这次的讨论焦点并非技术突破或市场扩张，而是新任 CEO 陈立武（Lip-Bu Tan）的 “跨国背景”。美国参议员汤姆・科顿（Tom Cotton）的一纸质询信，把这场企业管理层变动推向了中美科技竞争的风口浪尖。这位马来西亚华裔高管的职业生涯，恰是全球化半导体行业与地缘政治博弈的缩影。 事件缘起：为何一位 CEO 的背景会惊动参议员？ 陈立武的履历堪称 “半导体老兵”：他出生于马来西亚柔佛麻坡的华人家庭，在新加坡长大，拥有麻省理工学院核工程硕士学位。作为华登国际（Walden International）创始人，他深度参与了中国半导体产业的早期建设，投资过超 600 家中国科技企业，其中不乏中电科等与中国产业链深度绑定的公司。这样的经历，在英特尔的新战略中本是 “加分项”—— 毕竟英特尔正急于在代工领域追赶台积电、三星，而陈立武对中国市场和产业链的熟悉，被视为破局的关键。 但问题的敏感点在于英特尔的 “双重身份”：它不仅是全球芯片巨头，更是美国国防供应链的核心参与者 —— 手握美国防部 30 亿美元合同，负责 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32%，环比微增 3%，上半年累计收入 151.23 亿美元，同比增幅 34%，营收规模持续刷新历史纪录。这一成绩背后，既有客户端与游戏业务的强势领跑，也有数据中心业务受短期因素扰动的阶段性调整，而 None GAAP 指标则揭示了更稳健的核心盈利能力。 Q2 Revenue 核心财务指标：营收与利润双增，None GAAP 数据凸显韧性 从盈利表现看，二季度 GAAP 净利润为 8.72 亿美元，同比激增 229%，稀释每股收益（EPS）0.54 美元，同比增长 238%，盈利能力显著提升。毛利率方面呈现明显的 “双轨制” 特征：GAAP 毛利率为 40%，较去年同期的 49% 有所下滑，主要受与美国出口限制相关的 8 亿美元库存及相关费用拖累；但剔除该一次性影响后，None GAAP 毛利率达到 54%，连续六个季度保持同比扩张态势，彰显核心业务的盈利韧性。 运营层面，GAAP 运营亏损 1.34 亿美元，而经调整的None GAAP 运营收入达 8.97 亿美元，运营利润率 12%。这种差异主要源于 acquisition-related 无形资产摊销、股权激励等非核心成本的影响，剔除后的数据更能反映公司主营业务的实际经营状态。 业务板块分化：客户端与游戏领涨，数据中心短期承压 三大业务板块呈现出显著的分化态势。客户端与游戏板块成为当季最大亮点，合计收入 36.21 亿美元，同比大幅增长 69%。其中，客户端业务收入 24.99 亿美元，同比增长 67%，创历史新高，主要得益于 Ryzen 系列处理器在消费级与商用市场的双重突破；","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 于2025年8月5日交出了一份亮点与挑战并存的Q2成绩单。财报数据显示，2025 年第二季度公司净收入达 76.85 亿美元，同比增长 32%，环比微增 3%，上半年累计收入 151.23 亿美元，同比增幅 34%，营收规模持续刷新历史纪录。这一成绩背后，既有客户端与游戏业务的强势领跑，也有数据中心业务受短期因素扰动的阶段性调整，而 None GAAP 指标则揭示了更稳健的核心盈利能力。 Q2 Revenue 核心财务指标：营收与利润双增，None GAAP 数据凸显韧性 从盈利表现看，二季度 GAAP 净利润为 8.72 亿美元，同比激增 229%，稀释每股收益（EPS）0.54 美元，同比增长 238%，盈利能力显著提升。毛利率方面呈现明显的 “双轨制” 特征：GAAP 毛利率为 40%，较去年同期的 49% 有所下滑，主要受与美国出口限制相关的 8 亿美元库存及相关费用拖累；但剔除该一次性影响后，None GAAP 毛利率达到 54%，连续六个季度保持同比扩张态势，彰显核心业务的盈利韧性。 运营层面，GAAP 运营亏损 1.34 亿美元，而经调整的None GAAP 运营收入达 8.97 亿美元，运营利润率 12%。这种差异主要源于 acquisition-related 无形资产摊销、股权激励等非核心成本的影响，剔除后的数据更能反映公司主营业务的实际经营状态。 业务板块分化：客户端与游戏领涨，数据中心短期承压 三大业务板块呈现出显著的分化态势。客户端与游戏板块成为当季最大亮点，合计收入 36.21 亿美元，同比大幅增长 69%。其中，客户端业务收入 24.99 亿美元，同比增长 67%，创历史新高，主要得益于 Ryzen 系列处理器在消费级与商用市场的双重突破；","text":"$美国超微公司(AMD)$ 于2025年8月5日交出了一份亮点与挑战并存的Q2成绩单。财报数据显示，2025 年第二季度公司净收入达 76.85 亿美元，同比增长 32%，环比微增 3%，上半年累计收入 151.23 亿美元，同比增幅 34%，营收规模持续刷新历史纪录。这一成绩背后，既有客户端与游戏业务的强势领跑，也有数据中心业务受短期因素扰动的阶段性调整，而 None GAAP 指标则揭示了更稳健的核心盈利能力。 Q2 Revenue 核心财务指标：营收与利润双增，None GAAP 数据凸显韧性 从盈利表现看，二季度 GAAP 净利润为 8.72 亿美元，同比激增 229%，稀释每股收益（EPS）0.54 美元，同比增长 238%，盈利能力显著提升。毛利率方面呈现明显的 “双轨制” 特征：GAAP 毛利率为 40%，较去年同期的 49% 有所下滑，主要受与美国出口限制相关的 8 亿美元库存及相关费用拖累；但剔除该一次性影响后，None GAAP 毛利率达到 54%，连续六个季度保持同比扩张态势，彰显核心业务的盈利韧性。 运营层面，GAAP 运营亏损 1.34 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20211009","htmlText":"本周 GM 录得较大涨幅本周操作建仓 ON, Intel 持仓分析<a target=\"_blank\" href=\"https://laohu8.com/S/ON\">$ON Semiconductor Corp.(ON)$</a>&nbsp;优势 自有晶圆厂的产能优势 丰富的传感器产品线 图像传感器的优势 <a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>&nbsp;长期持有，x86平台优势优势 自有工厂的产能优势 12代平台性能的改进 风险 12代平台性能代验证 制程进展 <a target=\"_blank\" href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$</a>&nbsp;中期持有。关注电动平台进展优势：电动平台的发布风险：电动平台的竞争力策略：继续持有，关注电动平台相关车型进展","listText":"本周 GM 录得较大涨幅本周操作建仓 ON, Intel 持仓分析<a target=\"_blank\" href=\"https://laohu8.com/S/ON\">$ON Semiconductor Corp.(ON)$</a>&nbsp;优势 自有晶圆厂的产能优势 丰富的传感器产品线 图像传感器的优势 <a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>&nbsp;长期持有，x86平台优势优势 自有工厂的产能优势 12代平台性能的改进 风险 12代平台性能代验证 制程进展 <a target=\"_blank\" href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$</a>&nbsp;中期持有。关注电动平台进展优势：电动平台的发布风险：电动平台的竞争力策略：继续持有，关注电动平台相关车型进展","text":"本周 GM 录得较大涨幅本周操作建仓 ON, Intel 持仓分析$ON Semiconductor Corp.(ON)$ 优势 自有晶圆厂的产能优势 丰富的传感器产品线 图像传感器的优势 $英特尔(INTC)$ 长期持有，x86平台优势优势 自有工厂的产能优势 12代平台性能的改进 风险 12代平台性能代验证 制程进展 $通用汽车(GM)$ 中期持有。关注电动平台进展优势：电动平台的发布风险：电动平台的竞争力策略：继续持有，关注电动平台相关车型进展","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828187105","isVote":1,"tweetType":1,"viewCount":20805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860031237,"gmtCreate":1632105571829,"gmtModify":1632105842841,"author":{"id":"27362448585406","authorId":"27362448585406","name":"问言与谁","avatar":"https://static.tigerbbs.com/80a2cd7d32a97a181d0738398ecf30ae","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"27362448585406","authorIdStr":"27362448585406"},"themes":[],"title":"每周复盘 20210919","htmlText":"本周操作建仓 GM、AAPL持仓分析<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;长期持有。从2块一路走来，算是最放心的一只股票了。目前占了美股一半的仓位。优势：* Lisa SU的领导* ZEN及EPYC的架构优势* 台积电的制程优势风险：* Intel解决制程问题* Intel下一代CPU架构的性能* 台积电产能策略：继续持有<a target=\"_blank\" href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$</a>&nbsp;中期持有。本周再次买入GM。本周GM发布了新一代电动平台，同时北美Lyxx 开启预订。预期明年会有更多的电动车型上市。看好GM电动车型的发展。留给新势力们的时间窗口越来越小了。优势：电动平台的发布风险：电动平台的竞争力策略：继续持有，关注电动平台相关车型进展<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;长期持有。本周发布了iPhone 13。没有太大惊喜，但也没什么惊吓。考虑到iOS带来的优势，只要没有惊吓就能保持。优势：iOS的带来的护城河风险：Android的竞争。目前Android版本仍然碎片化严重策略：长期持有PDD长期持有。优势：对淘宝的替代风险：市占率能否持续提升策略：择机清仓，换成港股JD长期持有。优势：领先的电商风险：市占率策略：择机清仓，换成港股LI长期持有。优势：8月销量第一的新势力新能源汽车公司风险：产能策略：择机清仓，换成港股WDC中期持有逐步清仓LAZR极低仓位，继续观察","listText":"本周操作建仓 GM、AAPL持仓分析<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;长期持有。从2块一路走来，算是最放心的一只股票了。目前占了美股一半的仓位。优势：* Lisa SU的领导* ZEN及EPYC的架构优势* 台积电的制程优势风险：* Intel解决制程问题* Intel下一代CPU架构的性能* 台积电产能策略：继续持有<a target=\"_blank\" href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$</a>&nbsp;中期持有。本周再次买入GM。本周GM发布了新一代电动平台，同时北美Lyxx 开启预订。预期明年会有更多的电动车型上市。看好GM电动车型的发展。留给新势力们的时间窗口越来越小了。优势：电动平台的发布风险：电动平台的竞争力策略：继续持有，关注电动平台相关车型进展<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;长期持有。本周发布了iPhone 13。没有太大惊喜，但也没什么惊吓。考虑到iOS带来的优势，只要没有惊吓就能保持。优势：iOS的带来的护城河风险：Android的竞争。目前Android版本仍然碎片化严重策略：长期持有PDD长期持有。优势：对淘宝的替代风险：市占率能否持续提升策略：择机清仓，换成港股JD长期持有。优势：领先的电商风险：市占率策略：择机清仓，换成港股LI长期持有。优势：8月销量第一的新势力新能源汽车公司风险：产能策略：择机清仓，换成港股WDC中期持有逐步清仓LAZR极低仓位，继续观察","text":"本周操作建仓 GM、AAPL持仓分析$AMD(AMD)$ 长期持有。从2块一路走来，算是最放心的一只股票了。目前占了美股一半的仓位。优势：* Lisa SU的领导* ZEN及EPYC的架构优势* 台积电的制程优势风险：* Intel解决制程问题* Intel下一代CPU架构的性能* 台积电产能策略：继续持有$通用汽车(GM)$ 中期持有。本周再次买入GM。本周GM发布了新一代电动平台，同时北美Lyxx 开启预订。预期明年会有更多的电动车型上市。看好GM电动车型的发展。留给新势力们的时间窗口越来越小了。优势：电动平台的发布风险：电动平台的竞争力策略：继续持有，关注电动平台相关车型进展$苹果(AAPL)$ 长期持有。本周发布了iPhone 13。没有太大惊喜，但也没什么惊吓。考虑到iOS带来的优势，只要没有惊吓就能保持。优势：iOS的带来的护城河风险：Android的竞争。目前Android版本仍然碎片化严重策略：长期持有PDD长期持有。优势：对淘宝的替代风险：市占率能否持续提升策略：择机清仓，换成港股JD长期持有。优势：领先的电商风险：市占率策略：择机清仓，换成港股LI长期持有。优势：8月销量第一的新势力新能源汽车公司风险：产能策略：择机清仓，换成港股WDC中期持有逐步清仓LAZR极低仓位，继续观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860031237","isVote":1,"tweetType":1,"viewCount":13179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384215069,"gmtCreate":1613655859451,"gmtModify":1613655859451,"author":{"id":"27362448585406","authorId":"27362448585406","name":"问言与谁","avatar":"https://static.tigerbbs.com/80a2cd7d32a97a181d0738398ecf30ae","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"27362448585406","authorIdStr":"27362448585406"},"themes":[],"title":"2021.02.18 复盘笔记 by 问言与谁","htmlText":"2021-02-18 成本 现价 浮动收益 信也科技(FINV) 2.24 7.25 +222.61% 走还是留？觉得没啥肉了","listText":"2021-02-18 成本 现价 浮动收益 信也科技(FINV) 2.24 7.25 +222.61% 走还是留？觉得没啥肉了","text":"2021-02-18 成本 现价 浮动收益 信也科技(FINV) 2.24 7.25 +222.61% 走还是留？觉得没啥肉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384215069","isVote":1,"tweetType":1,"viewCount":3580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384211264,"gmtCreate":1613655604258,"gmtModify":1613655604258,"author":{"id":"27362448585406","authorId":"27362448585406","name":"问言与谁","avatar":"https://static.tigerbbs.com/80a2cd7d32a97a181d0738398ecf30ae","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"27362448585406","authorIdStr":"27362448585406"},"themes":[],"title":"2021.02.18 复盘笔记 by 问言与谁","htmlText":"2021-02-18 成本 现价 浮动收益 通用汽车(GM) 36.08 52.65 +46.14% 电动三宝涨得时候买的，结果这货就涨了这点。","listText":"2021-02-18 成本 现价 浮动收益 通用汽车(GM) 36.08 52.65 +46.14% 电动三宝涨得时候买的，结果这货就涨了这点。","text":"2021-02-18 成本 现价 浮动收益 通用汽车(GM) 36.08 52.65 +46.14% 电动三宝涨得时候买的，结果这货就涨了这点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384211264","isVote":1,"tweetType":1,"viewCount":3919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944066327,"gmtCreate":1596719723369,"gmtModify":1704213309134,"author":{"id":"27362448585406","authorId":"27362448585406","name":"问言与谁","avatar":"https://static.tigerbbs.com/80a2cd7d32a97a181d0738398ecf30ae","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"27362448585406","authorIdStr":"27362448585406"},"themes":[],"title":"2020.08.06 复盘笔记 by 问言与谁","htmlText":"2020-08-06 成本 现价 浮动收益 AMD(AMD) 52.83 85.30 +61.47% AMD Yes!","listText":"2020-08-06 成本 现价 浮动收益 AMD(AMD) 52.83 85.30 +61.47% AMD Yes!","text":"2020-08-06 成本 现价 浮动收益 AMD(AMD) 52.83 85.30 +61.47% AMD Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944066327","isVote":1,"tweetType":1,"viewCount":3741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921066821,"gmtCreate":1585976289463,"gmtModify":1704359943472,"author":{"id":"27362448585406","authorId":"27362448585406","name":"问言与谁","avatar":"https://static.tigerbbs.com/80a2cd7d32a97a181d0738398ecf30ae","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"27362448585406","authorIdStr":"27362448585406"},"themes":[],"title":"下一个是谁？","htmlText":"#2020年的疫情启示录受疫情影响，最近美股大跌，<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/LUV\">$西南航空(LUV)$</a> 等航空股更是跌幅巨大。然而，价值投资者巴菲特旗下的 伯克希尔 依然于本周大幅抛售了其持有的约18%的 达美 和 4% 的 西南航空 股份。很多人表示不解，甚至认为这是百年一遇的抄底良机，打算卖房炒股。在此，只能提醒大家，美国的破产和中国的退市完全不是一个概念。历史是不断重演的，建议大家花点时间重新回顾下那些十多年前割韭菜的骚操作，都是血泪教训。比如通用，破产重组后，对公司业务和员工可能没有太大区别，很多购买通用汽车的人压根不知道有这回事。但是购买通用股票的小股东就被洗劫了，看清楚，下图原通用股东在破产后成立的新通用公司里的权益，是 0。抄底需谨慎","listText":"#2020年的疫情启示录受疫情影响，最近美股大跌，<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/LUV\">$西南航空(LUV)$</a> 等航空股更是跌幅巨大。然而，价值投资者巴菲特旗下的 伯克希尔 依然于本周大幅抛售了其持有的约18%的 达美 和 4% 的 西南航空 股份。很多人表示不解，甚至认为这是百年一遇的抄底良机，打算卖房炒股。在此，只能提醒大家，美国的破产和中国的退市完全不是一个概念。历史是不断重演的，建议大家花点时间重新回顾下那些十多年前割韭菜的骚操作，都是血泪教训。比如通用，破产重组后，对公司业务和员工可能没有太大区别，很多购买通用汽车的人压根不知道有这回事。但是购买通用股票的小股东就被洗劫了，看清楚，下图原通用股东在破产后成立的新通用公司里的权益，是 0。抄底需谨慎","text":"#2020年的疫情启示录受疫情影响，最近美股大跌，$波音(BA)$ 、$达美航空(DAL)$ 、$西南航空(LUV)$ 等航空股更是跌幅巨大。然而，价值投资者巴菲特旗下的 伯克希尔 依然于本周大幅抛售了其持有的约18%的 达美 和 4% 的 西南航空 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