Beatdollar的个人主页 - 老虎社区

Beatdollar

Beatdollar

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2020-06-29

简单讲讲几个打新总结第一，美股回归香港中概股，特别大市值缺乏动力，不管向上向下，所以子弹有限情况下做次要考虑，目前网易打个小盈，京东那穷酸样第二，保荐人加认购倍数可能决定开盘表现，当然大热股如康基等直接抢，等看到看出倍数没了额度第三，也是个人风格，不在当天开盘就抛。视对新股信心水平决定持有时间。绝大部分炒新及多账户操作是第一天甚至暗盘卖出。理由简单你瞄准的是热门股，优质标的，为何急着卖？图片有本人持有时长，当然不保证最后卖得最高但比第一天好很多。下一个看好电子烟 [财迷] $康基医疗(09997)$$京东集团-SW(09618)$$九毛九(09922)$$开拓药业-B(09939)$

2020-04-22

$原油做多-iPath GSCI(OIL)$巴克莱4.30要清盘这只ETN，当天收盘价清盘还是以其他方式未告知，投资投机小虾米们要注意，大卡大户可忽视。不客气

2020-06-04

感谢，望共同成长$老虎证券(TIGR)$

2020-06-01

其他说多了没用，更别说偏了，一个创新高路上，一个还打了很多折。资本市场喜欢故事，更用实力股价说话$富途控股(FUTU)$$老虎证券(TIGR)$

@懂财帝:老虎证券告别烧钱：多业务营收倍增，首次实现整体盈利

2020-04-19

这里种树，可比支付宝容易多了 $老虎证券(TIGR)$

2020-04-27

可以比一比谁能拿住这两个热门医药股到阶段高点$康方生物-B(09926)$$诺诚健华-B(09969)$

2020-06-27

最多亏24个点到现在翻盈，近一个半月，抄顶即使看准也一样需要勇气和等待，目标20%左右出 $道指三倍做空ETF-ProShares(SDOW)$

@Beatdollar:原本看跌，现在套残，看能耗到几时下来，难道是要买三倍多锁仓锁亏对冲？美帝发钱牛，终有还债时。那时我在本帖还一个正收益持仓图...目测一周内$道指三倍做空ETF-ProShares(SDOW)$

2020-10-06

$嘉和生物-B(06998)$中一手千分之五，很久没吃肉，明天早上吃完这次股数少不久战

2021-02-27

$老虎证券(TIGR)$粘贴不上不想打字了，如图

抱歉，原内容已删除

2020-06-12

这样有意思吗每次比中签率倒数有安慰奖励吗$燃石医学(BNR)$

去老虎APP查看更多动态

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17:21","market":"us","language":"zh","title":"盘前异动：中概股跌势不止！区块链概念股集体飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=1158987158","media":"老虎资讯综合","summary":"7月26日，美股股指期货小幅走低，道指期货跌0.51%，标普500指数跌0.15%，纳指期货跌0.34%。\n\n美股区块链板块盘前走强，Marathon Patent、Riot Blockchain涨超","content":"<p>7月26日，美股股指期货小幅走低，道指期货跌0.51%，标普500指数跌0.15%，纳指期货跌0.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/6d07f17ae956a2f1c9e177efbd07307e\" tg-width=\"376\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>\n<p>美股区块链板块盘前走强，<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超19%，<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>涨超15%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超12%，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨11%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超6%。据称，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>计划在今年年底接受比特币支付，并在明年探索创建自己的加密货币。</p>\n<p>热门中概股盘前维持上周跌势，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超19%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超13%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超12%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%。</p>\n<p>双减政策落地，中概教育股延续上周五的暴跌走势，今日盘前继续大跌，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超30%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超20%，<a href=\"https://laohu8.com/S/DAO\">有道</a>跌超17%。</p>\n<p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超13%，上周末市场监管总局依法对<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>有限公司作出责令解除网络音乐独家版权等处罚。</p>\n<p><a href=\"https://laohu8.com/S/RLX\">RLX科技</a>盘前跌近15%，报4.23美元，开盘势将再创上市新低。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动：中概股跌势不止！区块链概念股集体飙升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-26 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月26日，美股股指期货小幅走低，道指期货跌0.51%，标普500指数跌0.15%，纳指期货跌0.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/6d07f17ae956a2f1c9e177efbd07307e\" tg-width=\"376\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>\n<p>美股区块链板块盘前走强，<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超19%，<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>涨超15%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超12%，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨11%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超6%。据称，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>计划在今年年底接受比特币支付，并在明年探索创建自己的加密货币。</p>\n<p>热门中概股盘前维持上周跌势，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超19%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超13%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超12%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%。</p>\n<p>双减政策落地，中概教育股延续上周五的暴跌走势，今日盘前继续大跌，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超30%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超20%，<a href=\"https://laohu8.com/S/DAO\">有道</a>跌超17%。</p>\n<p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超13%，上周末市场监管总局依法对<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>有限公司作出责令解除网络音乐独家版权等处罚。</p>\n<p><a href=\"https://laohu8.com/S/RLX\">RLX科技</a>盘前跌近15%，报4.23美元，开盘势将再创上市新低。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯","BEKE":"贝壳","JD":"京东","NIO":"蔚来","DAO":"有道","DIDI":"滴滴(已退市)","GOTU":"高途","TME":"腾讯音乐","PDD":"拼多多","EDU":"新东方",".IXIC":"NASDAQ Composite","QNETCN":"纳斯达克中美互联网老虎指数","BILI":"哔哩哔哩","BABA":"阿里巴巴","RLX":"雾芯科技","XPEV":"小鹏汽车","TTTN":"老虎中美互联网巨头ETF",".SPX":"S&P 500 Index","BIDU":"百度","LI":"理想汽车","TAL":"好未来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158987158","content_text":"7月26日，美股股指期货小幅走低，道指期货跌0.51%，标普500指数跌0.15%，纳指期货跌0.34%。\n\n美股区块链板块盘前走强，Marathon Patent、Riot Blockchain涨超19%，Bit Digital涨超15%，第九城市涨超12%，亿邦国际、嘉楠科技涨11%，Coinbase涨超6%。据称，亚马逊计划在今年年底接受比特币支付，并在明年探索创建自己的加密货币。\n热门中概股盘前维持上周跌势，贝壳跌超19%，滴滴跌超13%，拼多多跌超12%，哔哩哔哩跌超9%，小鹏汽车跌超6%，京东、百度、蔚来、理想汽车跌超5%，阿里巴巴跌超4%。\n双减政策落地，中概教育股延续上周五的暴跌走势，今日盘前继续大跌，高途跌超30%，好未来、新东方跌超20%，有道跌超17%。\n腾讯音乐跌超13%，上周末市场监管总局依法对腾讯控股有限公司作出责令解除网络音乐独家版权等处罚。\nRLX科技盘前跌近15%，报4.23美元，开盘势将再创上市新低。","news_type":1,"symbols_score_info":{"DAO":0.9,"FFIE":0.9,"TTTN":0.9,"DIDI":0.9,"BEKE":0.9,"JD":0.9,".DJI":0.9,".SPX":0.9,"BABA":0.9,"PDD":0.9,"EDU":0.9,"TME":0.9,"BILI":0.9,"RLX":0.9,"TAL":0.9,"NIO":0.9,"LI":0.9,".IXIC":0.9,"XPEV":0.9,"GOTU":0.9,"QNETCN":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":4926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325540506,"gmtCreate":1615908293705,"gmtModify":1703494940941,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"这个无良垃圾货色在中概股赚爆了钱，怎么不被监管掉","listText":"这个无良垃圾货色在中概股赚爆了钱，怎么不被监管掉","text":"这个无良垃圾货色在中概股赚爆了钱，怎么不被监管掉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325540506","repostId":"1180554649","repostType":4,"repost":{"id":"1180554649","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615907825,"share":"https://www.laohu8.com/m/news/1180554649?lang=zh_CN&edition=full","pubTime":"2021-03-16 23:17","market":"us","language":"zh","title":"香橼发表报告做多荔枝，给予目标价30美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1180554649","media":"老虎资讯综合","summary":"3月16日，香橼发表报告做多荔枝，给予目标价30美元。荔枝直线拉升，现涨5.5%，触发熔断。香橼表示：作为中国领先的音频流媒体平台，荔枝现估值仅有4亿美元。目前荔枝股价为1.4倍EV，相比同业雅乐科技","content":"<p>3月16日，香橼发表报告做多<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>，给予目标价30美元。荔枝直线拉升，现涨5.5%，触发熔断。</p><p><img src=\"https://static.tigerbbs.com/43274b0cbfd510d2c1e255f328ed3881\" tg-width=\"578\" tg-height=\"156\" referrerpolicy=\"no-referrer\"></p><p>香橼表示：作为中国领先的音频流媒体平台，荔枝现估值仅有4亿美元。目前荔枝股价为1.4倍EV，相比同业雅乐科技17.2倍EV，它有机会从中国科技巨头反垄断的趋势中获益。</p><p><img src=\"https://static.tigerbbs.com/846acbfcad9b2a36911257b607925c41\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>香橼发表报告做多荔枝，给予目标价30美元</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{ 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-16 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月16日，香橼发表报告做多<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>，给予目标价30美元。荔枝直线拉升，现涨5.5%，触发熔断。</p><p><img src=\"https://static.tigerbbs.com/43274b0cbfd510d2c1e255f328ed3881\" tg-width=\"578\" tg-height=\"156\" referrerpolicy=\"no-referrer\"></p><p>香橼表示：作为中国领先的音频流媒体平台，荔枝现估值仅有4亿美元。目前荔枝股价为1.4倍EV，相比同业雅乐科技17.2倍EV，它有机会从中国科技巨头反垄断的趋势中获益。</p><p><img src=\"https://static.tigerbbs.com/846acbfcad9b2a36911257b607925c41\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180554649","content_text":"3月16日，香橼发表报告做多荔枝，给予目标价30美元。荔枝直线拉升，现涨5.5%，触发熔断。香橼表示：作为中国领先的音频流媒体平台，荔枝现估值仅有4亿美元。目前荔枝股价为1.4倍EV，相比同业雅乐科技17.2倍EV，它有机会从中国科技巨头反垄断的趋势中获益。","news_type":1,"symbols_score_info":{"LIZI":0.9}},"isVote":1,"tweetType":1,"viewCount":6500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320240445,"gmtCreate":1615125978287,"gmtModify":1703484875002,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"我前几年就有操作，去年早期已买入并逐渐加仓<a href=\"https://laohu8.com/S/02362\">$金川国际(02362)$</a>","listText":"我前几年就有操作，去年早期已买入并逐渐加仓<a href=\"https://laohu8.com/S/02362\">$金川国际(02362)$</a>","text":"我前几年就有操作，去年早期已买入并逐渐加仓$金川国际(02362)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320240445","repostId":"364567785","repostType":1,"repost":{"id":364567785,"gmtCreate":1614865746647,"gmtModify":1744802489309,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"39105730803552","idStr":"39105730803552"},"themes":[],"title":"金川国际：通胀预期行情与大宗商品中长期牛市格局的最优选项","htmlText":"通胀预期之下的权益资产VS大宗商品，谁更有机会？近期，市场因对流动性收紧预期持续升温，从而导致美国十年期国债收益率快速上行，最终引发了全球股市及大宗商品快速下跌。首先从权益投资来看，我们观察到美国十年期国债的收益率，从2月1日的1.09%快速攀升至当前的1.45%附近。（数据来源：wind）市场人士普遍担心的是，由于美股股息率的平均数大约落在2%附近（其中，如下图所示，道琼斯工业股息率&gt;标普500股息率&gt;纳斯达克股息率），因此，美国十年期国债收益率的快速回升，首先会对以互联网上市公司为主的纳斯达克综合指数的估值构成压力，其次是美国资本市场的“中流砥柱”上市公司所在的标普500指数。换言之，一旦美国十年期国债的收益率继续向上升穿2%的心理水平，不但有机会引发美股整体估值的重新评估，而且还存在刺破泡沫的风险。（数据来源：wind）而驱动美国十年期国债收益率是否继续上涨，实质上与以下几个方面的发展态势是密切相关的，这里有投资者对未来经济的通胀预期，经济复苏的进程，以及全球央行（特别是美联储）对货币政策收紧的举措或何时加息预期等。在全球疫情发生及蔓延的过去一年时间内，全球各经济体的经济活动相继停摆或受到负面影响。期间，为积极对冲相关不利情况，全球央行纷纷打开“水龙头”，开动“印钞机”，推行宽松的货币政策使得全球流动性泛滥成灾，金融乱象横生，因此投资者便会以下结果产生预期：过多的不能被实体经济运转所吸收的流动性，容易抬高物价水平。对未来逐步形成了较为强烈的通胀预期。那么，若未来较长一段时间继续保持通胀预期下，投资者应该是选择投资权益资产，还是大宗商品所获得的胜率会更高？而根据Hartnett的统计数据显示，1950年以来，实物资产与通胀的相关性大于70%，但通胀与权益资产（股票和债券）表现的相关性仅为5%。该图表和数据要表达的意思是，如果发生通胀（预期），大宗商品是会最为","listText":"通胀预期之下的权益资产VS大宗商品，谁更有机会？近期，市场因对流动性收紧预期持续升温，从而导致美国十年期国债收益率快速上行，最终引发了全球股市及大宗商品快速下跌。首先从权益投资来看，我们观察到美国十年期国债的收益率，从2月1日的1.09%快速攀升至当前的1.45%附近。（数据来源：wind）市场人士普遍担心的是，由于美股股息率的平均数大约落在2%附近（其中，如下图所示，道琼斯工业股息率&gt;标普500股息率&gt;纳斯达克股息率），因此，美国十年期国债收益率的快速回升，首先会对以互联网上市公司为主的纳斯达克综合指数的估值构成压力，其次是美国资本市场的“中流砥柱”上市公司所在的标普500指数。换言之，一旦美国十年期国债的收益率继续向上升穿2%的心理水平，不但有机会引发美股整体估值的重新评估，而且还存在刺破泡沫的风险。（数据来源：wind）而驱动美国十年期国债收益率是否继续上涨，实质上与以下几个方面的发展态势是密切相关的，这里有投资者对未来经济的通胀预期，经济复苏的进程，以及全球央行（特别是美联储）对货币政策收紧的举措或何时加息预期等。在全球疫情发生及蔓延的过去一年时间内，全球各经济体的经济活动相继停摆或受到负面影响。期间，为积极对冲相关不利情况，全球央行纷纷打开“水龙头”，开动“印钞机”，推行宽松的货币政策使得全球流动性泛滥成灾，金融乱象横生，因此投资者便会以下结果产生预期：过多的不能被实体经济运转所吸收的流动性，容易抬高物价水平。对未来逐步形成了较为强烈的通胀预期。那么，若未来较长一段时间继续保持通胀预期下，投资者应该是选择投资权益资产，还是大宗商品所获得的胜率会更高？而根据Hartnett的统计数据显示，1950年以来，实物资产与通胀的相关性大于70%，但通胀与权益资产（股票和债券）表现的相关性仅为5%。该图表和数据要表达的意思是，如果发生通胀（预期），大宗商品是会最为","text":"通胀预期之下的权益资产VS大宗商品，谁更有机会？近期，市场因对流动性收紧预期持续升温，从而导致美国十年期国债收益率快速上行，最终引发了全球股市及大宗商品快速下跌。首先从权益投资来看，我们观察到美国十年期国债的收益率，从2月1日的1.09%快速攀升至当前的1.45%附近。（数据来源：wind）市场人士普遍担心的是，由于美股股息率的平均数大约落在2%附近（其中，如下图所示，道琼斯工业股息率>标普500股息率>纳斯达克股息率），因此，美国十年期国债收益率的快速回升，首先会对以互联网上市公司为主的纳斯达克综合指数的估值构成压力，其次是美国资本市场的“中流砥柱”上市公司所在的标普500指数。换言之，一旦美国十年期国债的收益率继续向上升穿2%的心理水平，不但有机会引发美股整体估值的重新评估，而且还存在刺破泡沫的风险。（数据来源：wind）而驱动美国十年期国债收益率是否继续上涨，实质上与以下几个方面的发展态势是密切相关的，这里有投资者对未来经济的通胀预期，经济复苏的进程，以及全球央行（特别是美联储）对货币政策收紧的举措或何时加息预期等。在全球疫情发生及蔓延的过去一年时间内，全球各经济体的经济活动相继停摆或受到负面影响。期间，为积极对冲相关不利情况，全球央行纷纷打开“水龙头”，开动“印钞机”，推行宽松的货币政策使得全球流动性泛滥成灾，金融乱象横生，因此投资者便会以下结果产生预期：过多的不能被实体经济运转所吸收的流动性，容易抬高物价水平。对未来逐步形成了较为强烈的通胀预期。那么，若未来较长一段时间继续保持通胀预期下，投资者应该是选择投资权益资产，还是大宗商品所获得的胜率会更高？而根据Hartnett的统计数据显示，1950年以来，实物资产与通胀的相关性大于70%，但通胀与权益资产（股票和债券）表现的相关性仅为5%。该图表和数据要表达的意思是，如果发生通胀（预期），大宗商品是会最为","images":[{"img":"https://static.tigerbbs.com/53827a01a2ade8a20722eae6c00dfa15"},{"img":"https://static.tigerbbs.com/db28f94d6726bf07088565208b079632"},{"img":"https://static.tigerbbs.com/6446a763abf7ebf92fa6d59bde52d3ac"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364567785","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":29325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365976106,"gmtCreate":1614694479805,"gmtModify":1703479965607,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>看出明目了吗，道琼斯年限这么多年来每年都接触或接近五年线，今年的高高在上能唯独打破惯例吗","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>看出明目了吗，道琼斯年限这么多年来每年都接触或接近五年线，今年的高高在上能唯独打破惯例吗","text":"$道琼斯(.DJI)$看出明目了吗，道琼斯年限这么多年来每年都接触或接近五年线，今年的高高在上能唯独打破惯例吗","images":[{"img":"https://static.tigerbbs.com/5e2b9a1c2a9e1ecdbb4992b641c61d9b","width":"1792","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365976106","isVote":1,"tweetType":1,"viewCount":3656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":366945892,"gmtCreate":1614388364016,"gmtModify":1703477172396,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00873\">$世茂服务(00873)$</a>A股近日也是物业管理版块红火，所以纳入综指解释了港股物业板块强势的第二重理由，择机买入目标价22元","listText":"<a href=\"https://laohu8.com/S/00873\">$世茂服务(00873)$</a>A股近日也是物业管理版块红火，所以纳入综指解释了港股物业板块强势的第二重理由，择机买入目标价22元","text":"$世茂服务(00873)$A股近日也是物业管理版块红火，所以纳入综指解释了港股物业板块强势的第二重理由，择机买入目标价22元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366945892","repostId":"2114301006","repostType":2,"repost":{"id":"2114301006","kind":"news","pubTimestamp":1614333781,"share":"https://www.laohu8.com/m/news/2114301006?lang=zh_CN&edition=full","pubTime":"2021-02-26 18:03","market":"hk","language":"zh","title":"恒大物业、融创服务、世茂服务等8只物业股被纳入恒生综合指数","url":"https://stock-news.laohu8.com/highlight/detail?id=2114301006","media":"金融界","summary":"中国网地产讯 2月26日，恒生指数发布季度讨论结果。龙湖集团00960.HK、海底捞06862.HK、阿里健康00241.HK被纳入恒生指数。碧桂园服务06098.HK被纳入恒生中国企业指数。世茂服务00873.HK、华润万象生活0209.HK、融创服务01516.HK、新城悦服务01755.HK、06666.HK恒大物业、金科智慧服务09666.HK、祥生控股、合景悠活被纳入恒生综合指数。","content":"<html><body><article><p>中国网地产讯 2月26日，恒生指数发布季度讨论结果。</p><p>龙湖集团00960.HK、<a href=\"https://laohu8.com/S/01994\">海底捞</a>06862.HK、<a href=\"https://laohu8.com/S/00241\">阿里健康</a>00241.HK被纳入恒生指数。</p><p><a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>06098.HK被纳入<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>指数。</p><p><a href=\"https://laohu8.com/S/00873\">世茂服务</a>00873.HK、<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>0209.HK、<a href=\"https://laohu8.com/S/01516\">融创服务</a>01516.HK、<a href=\"https://laohu8.com/S/01755\">新城悦服务</a>01755.HK、06666.HK<a href=\"https://laohu8.com/S/06666\">恒大物业</a>、<a href=\"https://laohu8.com/S/KIM\">金科</a>智慧服务09666.HK、祥生控股、<a href=\"https://laohu8.com/S/03913\">合景悠活</a>被纳入恒生综合指数。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-02-26 18:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022618131977de0978&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国网地产讯 2月26日，恒生指数发布季度讨论结果。龙湖集团00960.HK、海底捞06862.HK、阿里健康00241.HK被纳入恒生指数。碧桂园服务06098.HK被纳入恒生中国企业指数。世茂服务00873.HK、华润万象生活0209.HK、融创服务01516.HK、新城悦服务01755.HK、06666.HK恒大物业、金科智慧服务09666.HK、祥生控股、合景悠活被纳入恒生综合指数。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022618131977de0978&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"06666":"恒大物业","01516":"融创服务","000008.SH":"综合指数","03913":"合景悠活","00873":"世茂服务"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022618131977de0978&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2114301006","content_text":"中国网地产讯 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16:32","market":"hk","language":"zh","title":"马太效应下，物管行业还会有黑马诞生吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2092397950","media":"腾讯自选股","summary":"过去一年，世茂服务作为一个耀眼的明星案例，让行业看到一家上升期的物业服务企业拥有的可能性，“募资超百亿”、“市值进入前三”、“排名进入前十”，世茂服务在管规模迅速超过一亿平米，让我们看到了行业“黑马”的诞生。截至10月12日，世茂服务在管面积1.018亿平方米，在管物业393项，合约面积1.443亿平方米，合约物业615项。马太效应下，行业还是希望有创新者崛起，带来不同的发展思路。","content":"<html><body><p>原标题：马太效应下，物管行业还会有黑马诞生吗？ 来源：环球财富网</p><p>物管行业话题日益集中在头部企业，在二十余万家物业公司中，更多的企业在行业高歌猛进中成为“隐形企业”。</p><p>但在规模化发展过程中，没有哪家企业是可以一劳永逸的。过去一年，<a href=\"https://laohu8.com/S/00873\">世茂服务</a>作为一个耀眼的明星案例，让行业看到一家上升期的物业服务企业拥有的可能性，“募资超百亿”、“市值进入前三”、“排名进入前十”，世茂服务在管规模迅速超过一亿平米，让我们看到了行业“黑马”的诞生。截至10月12日，世茂服务在管面积1.018亿平方米，在管物业393项，合约面积1.443亿平方米，合约物业615项。</p><p>固然，世茂服务本身就具有优质的基因和品牌，但面对共同的外部环境，世茂服务得以快速成长，并获得顶级投资机构的认可，这在偶然中又透露着必然。</p><p>本文，我们以第三方视角解读“黑马”体质，追问物业服务企业切实可行的跨越之路。</p><p>“黑马”质素之一：管理规模的快速上升</p><p>相比开发领域，物管是极度分散的市场，长尾企业很多。正因如此，通过收并购整合分散市场，能够提质增效，获得更强的系统能力。</p><p>不少企业对收并购还存在“摇摆”，但行业上升期，整合是市场的必然，世茂服务正是这一策略的坚定执行者。2019年至今，世茂服务与超过11家公司进行了股权合作。借助收并购世茂服务不仅快速实现基本盘的扩大，还快速进入医院、学校、公建等服务领域，获得了优质的延伸服务能力。</p><p>2019年至今世茂服务收并购企业不完全统计</p><p>数据来源：CPIC，克而瑞物管</p><p>世茂服务有一个很好的开发商背景，且<a href=\"https://laohu8.com/S/00813\">世茂集团</a>已跻身前十，开发的楼盘大多位于一二线城市，截至2020年6月30日，世茂集团权益前土地储备约8393万平方米，遍布全国135城，货值超过14500亿元，较2019年底增长11.53%。其中，大湾区、长三角规模分别为4080亿元和3530亿元。在丰富的土储和逐年攀升的交付预期下，世茂服务能够获得的增长是可以保障的，在这之外，世茂服务的第三方管理面积快速增加，为其未来进一步的价值提升确立信心。</p><p>与其他企业相比，世茂服务收并购注重区域协同，所收购标的皆在其重点区域，并且在相应领域具有较高知名度和品牌力，比如其收购的浙大新宇物业即为国内TOP3校园物业服务商。同时，世茂服务对收购企业进行一体化管理，这使得企业获得1+1＞2的整合收益，被并购企业的毛利率也获得显著提升，以海亮为例，其毛利率从2018年的8.3%上升至2019年的25.9%。</p><p>通过收并购，世茂服务一方面快速整合市场实现规模效益，另一方面也获取了优质管理团队和人才，形成一个个动能单元，加速企业各项能力提升，放大其科技和管理机制带来的化学反应，产生上升势能。</p><p>“黑马”质素之二：创新服务的逆势超车</p><p>能够在社区增值服务中真正获得增长的企业都是坚定了对此领域的信心，并倾注入了更多的运营基因。</p><p>借助庞大的高净值群体，世茂服务一开始即引入多元化和差异化的增值服务，通过布局核心业务领域实现更好的领先优势，其社区增值服务不仅满足基本生活需求，还捕捉个性化需求，在智慧科技服务、房屋销售及租赁交易、家装家居、社区新生活、社区教育方面提供服务，由此，形成个人、家庭及社区组成的生态系统。</p><p>在增值服务中，世茂服务已实现了产品化+品牌化运作，从数据上看，近三年世茂服务在该板块的收入占比从2017年的6%增长至26%，2020H1进一步增长至26.7%。同时，社区增值服务的增长也拉动公司毛利率从2017年的27.5%上升至去年的33.7%，2020H1继续上升至34%。</p><p>社区增值服务占营收比例靠前的企业</p><p>数据来源：CPIC，克而瑞物管</p><p>能够获得更好的增值服务收入，反映了世茂服务的服务深度挖潜能力，在世茂较为领先的运营基因之上，世茂服务增值服务的更高产出也更为可期，来自社区增值服务“牵引”的增长，会使世茂服务不再以单独的物业管理服务商去估值。</p><p>“黑马”质素之三：科技力量的完美注入</p><p>世茂服务认为数字化不是成本，而是投资，因此，世茂服务的数字化战略更加清晰，在数字化的投入方面更有“章法”。</p><p>与众多企业相比，世茂服务将“数智化”转型设置在专业公司运营，其科技公司的核心优势是对业务的理解与熟悉，可将技术有效落地应用。在技术方面，世茂服务与行业头部企业如商汤科技、云知声、阿里云、<a href=\"https://laohu8.com/S/002415\">海康威视</a>均形成战略合作。同时引入红杉、<a href=\"https://laohu8.com/S/00700\">腾讯</a>2家战略投资者，也有意充分整合多方优势资源，开展更深入的业务合作。</p><p>而针对科技公司，世茂服务设置一套系统的测算和考核机制，对内部数字化带来的坪效提升、费效管理等多重维度，甚至包括收并购、市场拓展项目一体化管理进行考核，保证了数字化的方向与企业业务战略一致。</p><p>无论是否认同，“科技”都势必成为未来头部物业服务企业的基本能力，世茂服务笃定数字化战略，借由懂物管业务、熟悉管理运营逻辑的业务专家加持技术团队，基于业务逻辑开发适应性的产品，以快速迭代的方式推动产品与需求的匹配和优化，有助于实现技术的真正落地实效。</p><p>而独立公司的设置，使经过支撑世茂服务高速发展历练的专业公司有实现对外输出产品力、服务力的能力，包括已经成熟的智慧社区、智慧酒店、智能家居等解决方案等。</p><p>“黑马”质素之四：精细到位的运营机制</p><p>数字化的最终目的要落于业务发展之上，但在很多企业，数字化和业务仍是两条不相交的平行线，在世茂服务，数字化和业务是可以相互促进的，这源于世茂服务预先的“设定”。</p><p>早在2018年开启数字化实践的同时，世茂服务即同步进行了管理运营模式重构，采用服务标准化和管理工具模块化，进而匹配组织架构与运营模式，实现数字化运营提质增效。</p><p>比如，以创新的网格化管理模式，替代原有楼栋管理模式，设置楼栋网格、公区网格与服务中心网格，并将指标分解，以激励与奖惩激发一线员工主动性与服务质素。</p><p>通过实施内部市场化制度, 网格化管理制度等，实现了系统化和精细化的日常运营，将基础物业服务管理整体提升了一个档次，为公司长期持续盈利奠定基础，也为公司系统的数字化战略提供了广阔沃土。</p><p>通过两年的运行，世茂服务运营效率显著提升，在规模迅速扩大的同时，实现了管理的降本增效和持续精进。由此，世茂服务成为一家实现精益发展的企业样板。</p><p>总结</p><p>一个维度的提升不足以造就“黑马”，世茂服务的发展绝不仅仅是在规模的迅速做大，而是罕见的多个维度的升级。也因此，世茂服务在快速成长中有更好的均衡性、稳定性。</p><p>马太效应下，行业还是希望有创新者崛起，带来不同的发展思路。拥有服务力基础，又能够汇聚强大资源实力的世茂服务，在未来可以有更好的发展前景。</p></body></html>","source":"sina_symbol","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>马太效应下，物管行业还会有黑马诞生吗？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马太效应下，物管行业还会有黑马诞生吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-18 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-12-18/doc-iiznezxs7635969.shtml><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：马太效应下，物管行业还会有黑马诞生吗？ 来源：环球财富网物管行业话题日益集中在头部企业，在二十余万家物业公司中，更多的企业在行业高歌猛进中成为“隐形企业”。但在规模化发展过程中，没有哪家企业是可以一劳永逸的。过去一年，世茂服务作为一个耀眼的明星案例，让行业看到一家上升期的物业服务企业拥有的可能性，“募资超百亿”、“市值进入前三”、“排名进入前十”，世茂服务在管规模迅速超过一亿平米，让我们...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-12-18/doc-iiznezxs7635969.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69cb99414ad545d3e125459e030ab33d","relate_stocks":{"00873":"世茂服务"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-12-18/doc-iiznezxs7635969.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2092397950","content_text":"原标题：马太效应下，物管行业还会有黑马诞生吗？ 来源：环球财富网物管行业话题日益集中在头部企业，在二十余万家物业公司中，更多的企业在行业高歌猛进中成为“隐形企业”。但在规模化发展过程中，没有哪家企业是可以一劳永逸的。过去一年，世茂服务作为一个耀眼的明星案例，让行业看到一家上升期的物业服务企业拥有的可能性，“募资超百亿”、“市值进入前三”、“排名进入前十”，世茂服务在管规模迅速超过一亿平米，让我们看到了行业“黑马”的诞生。截至10月12日，世茂服务在管面积1.018亿平方米，在管物业393项，合约面积1.443亿平方米，合约物业615项。固然，世茂服务本身就具有优质的基因和品牌，但面对共同的外部环境，世茂服务得以快速成长，并获得顶级投资机构的认可，这在偶然中又透露着必然。本文，我们以第三方视角解读“黑马”体质，追问物业服务企业切实可行的跨越之路。“黑马”质素之一：管理规模的快速上升相比开发领域，物管是极度分散的市场，长尾企业很多。正因如此，通过收并购整合分散市场，能够提质增效，获得更强的系统能力。不少企业对收并购还存在“摇摆”，但行业上升期，整合是市场的必然，世茂服务正是这一策略的坚定执行者。2019年至今，世茂服务与超过11家公司进行了股权合作。借助收并购世茂服务不仅快速实现基本盘的扩大，还快速进入医院、学校、公建等服务领域，获得了优质的延伸服务能力。2019年至今世茂服务收并购企业不完全统计数据来源：CPIC，克而瑞物管世茂服务有一个很好的开发商背景，且世茂集团已跻身前十，开发的楼盘大多位于一二线城市，截至2020年6月30日，世茂集团权益前土地储备约8393万平方米，遍布全国135城，货值超过14500亿元，较2019年底增长11.53%。其中，大湾区、长三角规模分别为4080亿元和3530亿元。在丰富的土储和逐年攀升的交付预期下，世茂服务能够获得的增长是可以保障的，在这之外，世茂服务的第三方管理面积快速增加，为其未来进一步的价值提升确立信心。与其他企业相比，世茂服务收并购注重区域协同，所收购标的皆在其重点区域，并且在相应领域具有较高知名度和品牌力，比如其收购的浙大新宇物业即为国内TOP3校园物业服务商。同时，世茂服务对收购企业进行一体化管理，这使得企业获得1+1＞2的整合收益，被并购企业的毛利率也获得显著提升，以海亮为例，其毛利率从2018年的8.3%上升至2019年的25.9%。通过收并购，世茂服务一方面快速整合市场实现规模效益，另一方面也获取了优质管理团队和人才，形成一个个动能单元，加速企业各项能力提升，放大其科技和管理机制带来的化学反应，产生上升势能。“黑马”质素之二：创新服务的逆势超车能够在社区增值服务中真正获得增长的企业都是坚定了对此领域的信心，并倾注入了更多的运营基因。借助庞大的高净值群体，世茂服务一开始即引入多元化和差异化的增值服务，通过布局核心业务领域实现更好的领先优势，其社区增值服务不仅满足基本生活需求，还捕捉个性化需求，在智慧科技服务、房屋销售及租赁交易、家装家居、社区新生活、社区教育方面提供服务，由此，形成个人、家庭及社区组成的生态系统。在增值服务中，世茂服务已实现了产品化+品牌化运作，从数据上看，近三年世茂服务在该板块的收入占比从2017年的6%增长至26%，2020H1进一步增长至26.7%。同时，社区增值服务的增长也拉动公司毛利率从2017年的27.5%上升至去年的33.7%，2020H1继续上升至34%。社区增值服务占营收比例靠前的企业数据来源：CPIC，克而瑞物管能够获得更好的增值服务收入，反映了世茂服务的服务深度挖潜能力，在世茂较为领先的运营基因之上，世茂服务增值服务的更高产出也更为可期，来自社区增值服务“牵引”的增长，会使世茂服务不再以单独的物业管理服务商去估值。“黑马”质素之三：科技力量的完美注入世茂服务认为数字化不是成本，而是投资，因此，世茂服务的数字化战略更加清晰，在数字化的投入方面更有“章法”。与众多企业相比，世茂服务将“数智化”转型设置在专业公司运营，其科技公司的核心优势是对业务的理解与熟悉，可将技术有效落地应用。在技术方面，世茂服务与行业头部企业如商汤科技、云知声、阿里云、海康威视均形成战略合作。同时引入红杉、腾讯2家战略投资者，也有意充分整合多方优势资源，开展更深入的业务合作。而针对科技公司，世茂服务设置一套系统的测算和考核机制，对内部数字化带来的坪效提升、费效管理等多重维度，甚至包括收并购、市场拓展项目一体化管理进行考核，保证了数字化的方向与企业业务战略一致。无论是否认同，“科技”都势必成为未来头部物业服务企业的基本能力，世茂服务笃定数字化战略，借由懂物管业务、熟悉管理运营逻辑的业务专家加持技术团队，基于业务逻辑开发适应性的产品，以快速迭代的方式推动产品与需求的匹配和优化，有助于实现技术的真正落地实效。而独立公司的设置，使经过支撑世茂服务高速发展历练的专业公司有实现对外输出产品力、服务力的能力，包括已经成熟的智慧社区、智慧酒店、智能家居等解决方案等。“黑马”质素之四：精细到位的运营机制数字化的最终目的要落于业务发展之上，但在很多企业，数字化和业务仍是两条不相交的平行线，在世茂服务，数字化和业务是可以相互促进的，这源于世茂服务预先的“设定”。早在2018年开启数字化实践的同时，世茂服务即同步进行了管理运营模式重构，采用服务标准化和管理工具模块化，进而匹配组织架构与运营模式，实现数字化运营提质增效。比如，以创新的网格化管理模式，替代原有楼栋管理模式，设置楼栋网格、公区网格与服务中心网格，并将指标分解，以激励与奖惩激发一线员工主动性与服务质素。通过实施内部市场化制度, 网格化管理制度等，实现了系统化和精细化的日常运营，将基础物业服务管理整体提升了一个档次，为公司长期持续盈利奠定基础，也为公司系统的数字化战略提供了广阔沃土。通过两年的运行，世茂服务运营效率显著提升，在规模迅速扩大的同时，实现了管理的降本增效和持续精进。由此，世茂服务成为一家实现精益发展的企业样板。总结一个维度的提升不足以造就“黑马”，世茂服务的发展绝不仅仅是在规模的迅速做大，而是罕见的多个维度的升级。也因此，世茂服务在快速成长中有更好的均衡性、稳定性。马太效应下，行业还是希望有创新者崛起，带来不同的发展思路。拥有服务力基础，又能够汇聚强大资源实力的世茂服务，在未来可以有更好的发展前景。","news_type":1,"symbols_score_info":{"00873":0.9}},"isVote":1,"tweetType":1,"viewCount":4653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300710403,"gmtCreate":1602419291502,"gmtModify":1703826563655,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"寄个快递用了申通，本意只是想支持下非顺丰的，结果一点多下单，下午六点取单晚上八点告知到付件送不了。是收件方要求用申通或顺丰到付的，你怎么就送不了!? 寄与收都是至少省会级城市，你怎么不能到付呢？于是快递当天寄出明天到寄出地址，一日游回到起点浪费时间，真是烂。看来快递还得用更好的<a 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href=\"https://laohu8.com/S/SDOW\">$道指三倍做空ETF-ProShares(SDOW)$</a>","text":"原本看跌，现在套残，看能耗到几时下来，难道是要买三倍多锁仓锁亏对冲？美帝发钱牛，终有还债时。那时我在本帖还一个正收益持仓图...目测一周内$道指三倍做空ETF-ProShares(SDOW)$","images":[{"img":"https://static.tigerbbs.com/7bd06303202a17789b7fd1b830d5b840","width":"828","height":"1594"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/958746126","isVote":1,"tweetType":1,"viewCount":6836,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438392592282165","authorId":"3438392592282165","name":"lich99","avatar":"https://static.tigerbbs.com/4ada43a3f29518f9e1a4b77a893f2cf4","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3438392592282165","idStr":"3438392592282165"},"content":"下周看空吗？我也打算入点","text":"下周看空吗？我也打算入点","html":"下周看空吗？我也打算入点"},{"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"content":"最多亏24个点到现在翻盈，近一个半月，抄顶即使看准也一样需要勇气和等待，目标20%左右出 $道指三倍做空ETF-ProShares(SDOW)$","text":"最多亏24个点到现在翻盈，近一个半月，抄顶即使看准也一样需要勇气和等待，目标20%左右出 $道指三倍做空ETF-ProShares(SDOW)$","html":"最多亏24个点到现在翻盈，近一个半月，抄顶即使看准也一样需要勇气和等待，目标20%左右出 $道指三倍做空ETF-ProShares(SDOW)$"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":958526226,"gmtCreate":1591324949465,"gmtModify":1704195331218,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"好文，期待一到两周内转势<a href=\"https://laohu8.com/S/SDOW\">$道指三倍做空ETF-ProShares(SDOW)$</a>","listText":"好文，期待一到两周内转势<a href=\"https://laohu8.com/S/SDOW\">$道指三倍做空ETF-ProShares(SDOW)$</a>","text":"好文，期待一到两周内转势$道指三倍做空ETF-ProShares(SDOW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958526226","repostId":"1116078196","repostType":4,"repost":{"id":"1116078196","kind":"news","pubTimestamp":1591278755,"share":"https://www.laohu8.com/m/news/1116078196?lang=zh_CN&edition=full","pubTime":"2020-06-04 21:52","market":"us","language":"zh","title":"揭秘美股反弹的真正支撑：5.2万亿美元的新资金","url":"https://stock-news.laohu8.com/highlight/detail?id=1116078196","media":"金十数据","summary":"在分析股市的时候，国家的经济状态似乎是绝对不可忽视的一个因素。但其实归根结底，股市主要就受两个因素驱动：恐惧与资金流动。它不关心人；不关心2009年新出现的住在帐篷里的无家可归者；也不关心2020年苦","content":"<p><span>在分析股市的时候，国家的经济状态似乎是绝对不可忽视的一个因素。但其实归根结底，股市主要就受两个因素驱动：恐惧与资金流动。它不关心人；不关心2009年新出现的住在帐篷里的无家可归者；也不关心2020年苦苦挣扎的服务员与酒店清洁工。它只关心能获得的资金。</span></p>\n<p><span>而这，也解释了今年美股的上涨——因为市场的资金很多。分析机构ANG Traders指出，从3月23日开始的股市反弹关键全在于资金，它与经济状况或人们的身体健康毫无关联，而现在，股市的资金流动出现放缓迹象。在下面这篇文章里，ANG Traders就探讨了资金数据中出现的一些“问题”，以及它们可能会对股市产生中期影响。</span></p>\n<p><b><span>货币创造</span></b></p>\n<p><span>货币的来源有两个：政府支出和银行信贷。类似地，它也以两种方式被消耗：税收与偿还贷款。</span></p>\n<p><span>联邦政府的公共“债务”能体现出政府创造了多少货币，需要注意的是，那并不是实际意义上的债务。联邦政府是美元的创造者，所以它不需要去“借”美元——就好像种苹果的果农不需要跟别人借苹果一样。</span></p>\n<p><span>所谓的“债务”指的是美国国债的存量，它只是提供能安全存放美元的付息储蓄账户，而不是将美元存放在不付利息的活期存款账户中。它有助于维持对美元的需求。</span></p>\n<p><span>与贷款不同的是，当一份美债到期时，它的面值金额加上利息会从储蓄账户（债券）转移到持有者的活期存款账户中，这其中并没有资金被消耗（实际上，因为利息支付，还有新资金产生了）。如果美债是真正的贷款，那么这笔钱将不复存在，就好像偿还银行贷款，会消除银行一方账本上的资产一样。</span></p>\n<p><span>自这场疫情危机爆发以来，联邦政府新印货币达2.2万亿美元，再加上银行信贷，共同推动了此次始于3月23日的股市反弹。（见下图）</span></p>\n<p><img src=\"https://static.tigerbbs.com/98199bf526556b1fa58e3ad6883bc78c\" tg-width=\"1080\" tg-height=\"493\"></p>\n<p><span>其中新增的1万亿美元已经进入国库现金余额（TCB）中且仍未动用，这是尚未通过政府支出进入经济的资金。（见下图）</span></p>\n<p><img src=\"https://static.tigerbbs.com/fafd087f359d4e923c8b7ddb872b916d\" tg-width=\"990\" tg-height=\"438\"></p>\n<p><span>（3月23日后的）新印货币与进入TCB那部分之间的差额正好等于赤字——政府支出比税收多出了1.2万亿美元。下图显示了财政部的每日净支出，可以看见债券出售与赎回的波动被消除了。</span></p>\n<p><img src=\"https://static.tigerbbs.com/c651f9f0b2df7e6017a97360d76a70e6\" tg-width=\"1080\" tg-height=\"502\"></p>\n<p><span>自3月23日以来，美国财政部投入经济的资金比税收多出了1.2万亿美元，而它的账户里还有1.4万亿美元备用。这笔巨大的资金可以用于未来，并且应该可以用来帮助支持股市。</span></p>\n<p><span>除了财政部新印的货币，还有银行系统以银行贷款的形式创造出来的货币，以及美联储以在公开市场上直接购买资产（量化宽松）所创造的货币。自3月23日以来，美联储市场公开操作账户（SOMA）增持了近3万亿美元的资产（见下图）。</span></p>\n<p><img src=\"https://static.tigerbbs.com/9bd9f74e6cfd610cbc6e9c0ae0c2f04d\" tg-width=\"990\" tg-height=\"591\"></p>\n<p><span>银行信贷的扩张比SOMA早一个月。自2月中旬以来，银行已发放了1万亿美元的贷款。（如下图）</span></p>\n<p><img src=\"https://static.tigerbbs.com/94985a993531b79306111f56f14e21af\" tg-width=\"990\" tg-height=\"438\"></p>\n<p><span>到目前为止，这场危机中总共创造了5.2万亿美元的新资金，并注入了经济。这就是推动股市上涨的原因。</span></p>\n<p><b><span>资金流动出现放缓迹象？</span></b></p>\n<p><span>然而最近，ANG Traders注意到SOMA和银行业总数据变化的速度有所放缓（上图的蓝色矩形框）。在SOMA方面，流动性的增长几乎停止了。银行数据的下降代表着货币的消耗，这是偿还贷款时才会发生的事情。信贷资金的减少发生在以下几个贷款类别中。（见下图）</span></p>\n<p><img src=\"https://static.tigerbbs.com/08c9f4c279054600f18afc304509aeb6\" tg-width=\"990\" tg-height=\"438\"></p>\n<p><img src=\"https://static.tigerbbs.com/512384c4de9257901a0a4ac02b9b0304\" tg-width=\"990\" tg-height=\"438\"></p>\n<p><img src=\"https://static.tigerbbs.com/bbffceb0de5b80e97bc9ae2cc60dc82d\" tg-width=\"990\" tg-height=\"438\"></p>\n<p><img src=\"https://static.tigerbbs.com/ad273d6e2eae9f465253af6a73f5bf39\" tg-width=\"990\" tg-height=\"438\"></p>\n<p><span>信贷减少无益于帮助经济恢复增长。因为偿还贷款，许多本能流向消费者和企业的救济资金都会消失。</span></p>\n<p><span>一个例外是汽车贷款。不同于其他类型的贷款，它已开始趋于稳定。</span></p>\n<p><img src=\"https://static.tigerbbs.com/25dd4021b0313193251bfd1ae047ea59\" tg-width=\"990\" tg-height=\"438\"></p>\n<p><span>从资金流动的角度来看，ANG Traders认为，尽管经济不景气，政府和美联储目前仍有充足的待用资金能继续推动股市上涨。然而，信贷资金正在被消耗而不是被创造的现况，以及美联储急剧缩减量化宽松的规模，都意味着人们越来越容易受到市场短期疲软的影响，就如同2008年那样。</span></p>\n<p><span>在2008年，当SOMA与银行信贷都停止增长时，标普500指数（SPX）在开始复苏前遭受了严重的打击。（如下图）</span></p>\n<p><img src=\"https://static.tigerbbs.com/72ba3af6559863cf4d724c0dfd8541d6\" tg-width=\"990\" tg-height=\"438\"></p>\n<p><span>如果SOMA与银行信贷停止提供股市目前上涨所依赖的资金，这次，相同的事情可能会再次发生。</span></p>\n<p><img src=\"https://static.tigerbbs.com/d219621b793d2151f365ecd23486258a\" tg-width=\"990\" tg-height=\"438\"></p>","source":"jssj","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>揭秘美股反弹的真正支撑：5.2万亿美元的新资金</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n揭秘美股反弹的真正支撑：5.2万亿美元的新资金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-04 21:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/hmWQXwVP3q7nG4jPIClJWg><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在分析股市的时候，国家的经济状态似乎是绝对不可忽视的一个因素。但其实归根结底，股市主要就受两个因素驱动：恐惧与资金流动。它不关心人；不关心2009年新出现的住在帐篷里的无家可归者；也不关心2020年苦苦挣扎的服务员与酒店清洁工。它只关心能获得的资金。\n而这，也解释了今年美股的上涨——因为市场的资金很多。分析机构ANG Traders指出，从3月23日开始的股市反弹关键全在于资金，它与经济状况或人们...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/hmWQXwVP3q7nG4jPIClJWg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/hmWQXwVP3q7nG4jPIClJWg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116078196","content_text":"在分析股市的时候，国家的经济状态似乎是绝对不可忽视的一个因素。但其实归根结底，股市主要就受两个因素驱动：恐惧与资金流动。它不关心人；不关心2009年新出现的住在帐篷里的无家可归者；也不关心2020年苦苦挣扎的服务员与酒店清洁工。它只关心能获得的资金。\n而这，也解释了今年美股的上涨——因为市场的资金很多。分析机构ANG Traders指出，从3月23日开始的股市反弹关键全在于资金，它与经济状况或人们的身体健康毫无关联，而现在，股市的资金流动出现放缓迹象。在下面这篇文章里，ANG Traders就探讨了资金数据中出现的一些“问题”，以及它们可能会对股市产生中期影响。\n货币创造\n货币的来源有两个：政府支出和银行信贷。类似地，它也以两种方式被消耗：税收与偿还贷款。\n联邦政府的公共“债务”能体现出政府创造了多少货币，需要注意的是，那并不是实际意义上的债务。联邦政府是美元的创造者，所以它不需要去“借”美元——就好像种苹果的果农不需要跟别人借苹果一样。\n所谓的“债务”指的是美国国债的存量，它只是提供能安全存放美元的付息储蓄账户，而不是将美元存放在不付利息的活期存款账户中。它有助于维持对美元的需求。\n与贷款不同的是，当一份美债到期时，它的面值金额加上利息会从储蓄账户（债券）转移到持有者的活期存款账户中，这其中并没有资金被消耗（实际上，因为利息支付，还有新资金产生了）。如果美债是真正的贷款，那么这笔钱将不复存在，就好像偿还银行贷款，会消除银行一方账本上的资产一样。\n自这场疫情危机爆发以来，联邦政府新印货币达2.2万亿美元，再加上银行信贷，共同推动了此次始于3月23日的股市反弹。（见下图）\n\n其中新增的1万亿美元已经进入国库现金余额（TCB）中且仍未动用，这是尚未通过政府支出进入经济的资金。（见下图）\n\n（3月23日后的）新印货币与进入TCB那部分之间的差额正好等于赤字——政府支出比税收多出了1.2万亿美元。下图显示了财政部的每日净支出，可以看见债券出售与赎回的波动被消除了。\n\n自3月23日以来，美国财政部投入经济的资金比税收多出了1.2万亿美元，而它的账户里还有1.4万亿美元备用。这笔巨大的资金可以用于未来，并且应该可以用来帮助支持股市。\n除了财政部新印的货币，还有银行系统以银行贷款的形式创造出来的货币，以及美联储以在公开市场上直接购买资产（量化宽松）所创造的货币。自3月23日以来，美联储市场公开操作账户（SOMA）增持了近3万亿美元的资产（见下图）。\n\n银行信贷的扩张比SOMA早一个月。自2月中旬以来，银行已发放了1万亿美元的贷款。（如下图）\n\n到目前为止，这场危机中总共创造了5.2万亿美元的新资金，并注入了经济。这就是推动股市上涨的原因。\n资金流动出现放缓迹象？\n然而最近，ANG Traders注意到SOMA和银行业总数据变化的速度有所放缓（上图的蓝色矩形框）。在SOMA方面，流动性的增长几乎停止了。银行数据的下降代表着货币的消耗，这是偿还贷款时才会发生的事情。信贷资金的减少发生在以下几个贷款类别中。（见下图）\n\n\n\n\n信贷减少无益于帮助经济恢复增长。因为偿还贷款，许多本能流向消费者和企业的救济资金都会消失。\n一个例外是汽车贷款。不同于其他类型的贷款，它已开始趋于稳定。\n\n从资金流动的角度来看，ANG Traders认为，尽管经济不景气，政府和美联储目前仍有充足的待用资金能继续推动股市上涨。然而，信贷资金正在被消耗而不是被创造的现况，以及美联储急剧缩减量化宽松的规模，都意味着人们越来越容易受到市场短期疲软的影响，就如同2008年那样。\n在2008年，当SOMA与银行信贷都停止增长时，标普500指数（SPX）在开始复苏前遭受了严重的打击。（如下图）\n\n如果SOMA与银行信贷停止提供股市目前上涨所依赖的资金，这次，相同的事情可能会再次发生。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958695460,"gmtCreate":1591255616050,"gmtModify":1704194995807,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"感谢，望共同成长<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"感谢，望共同成长<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"感谢，望共同成长$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/fa51c8bab8a47090ba15150b3ecb2adb","width":"3024","height":"4032"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/958695460","isVote":1,"tweetType":1,"viewCount":8564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"content":"提前祝您端午节快乐！","text":"提前祝您端午节快乐！","html":"提前祝您端午节快乐！"},{"author":{"id":"11370140880182","authorId":"11370140880182","name":"不嫩的韭菜","avatar":"https://static.tigerbbs.com/8cd72527787b2e69716087ff98fd378a","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"11370140880182","idStr":"11370140880182"},"content":"积分能换吗","text":"积分能换吗","html":"积分能换吗"}],"imageCount":2,"langContent":"CN","totalScore":0}],"hots":[{"id":957212167,"gmtCreate":1593444575759,"gmtModify":1704202001112,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"简单讲讲几个打新总结第一，美股回归香港中概股，特别大市值缺乏动力，不管向上向下，所以子弹有限情况下做次要考虑，目前网易打个小盈，京东那穷酸样第二，保荐人加认购倍数可能决定开盘表现，当然大热股如康基等直接抢，等看到看出倍数没了额度第三，也是个人风格，不在当天开盘就抛。视对新股信心水平决定持有时间。绝大部分炒新及多账户操作是第一天甚至暗盘卖出。理由简单你瞄准的是热门股，优质标的，为何急着卖？图片有本人持有时长，当然不保证最后卖得最高但比第一天好很多。下一个看好电子烟 [财迷]&nbsp;<a href=\"https://laohu8.com/S/09997\">$康基医疗(09997)$</a><a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a><a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a><a href=\"https://laohu8.com/S/09939\">$开拓药业-B(09939)$</a>","listText":"简单讲讲几个打新总结第一，美股回归香港中概股，特别大市值缺乏动力，不管向上向下，所以子弹有限情况下做次要考虑，目前网易打个小盈，京东那穷酸样第二，保荐人加认购倍数可能决定开盘表现，当然大热股如康基等直接抢，等看到看出倍数没了额度第三，也是个人风格，不在当天开盘就抛。视对新股信心水平决定持有时间。绝大部分炒新及多账户操作是第一天甚至暗盘卖出。理由简单你瞄准的是热门股，优质标的，为何急着卖？图片有本人持有时长，当然不保证最后卖得最高但比第一天好很多。下一个看好电子烟 [财迷]&nbsp;<a href=\"https://laohu8.com/S/09997\">$康基医疗(09997)$</a><a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a><a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a><a href=\"https://laohu8.com/S/09939\">$开拓药业-B(09939)$</a>","text":"简单讲讲几个打新总结第一，美股回归香港中概股，特别大市值缺乏动力，不管向上向下，所以子弹有限情况下做次要考虑，目前网易打个小盈，京东那穷酸样第二，保荐人加认购倍数可能决定开盘表现，当然大热股如康基等直接抢，等看到看出倍数没了额度第三，也是个人风格，不在当天开盘就抛。视对新股信心水平决定持有时间。绝大部分炒新及多账户操作是第一天甚至暗盘卖出。理由简单你瞄准的是热门股，优质标的，为何急着卖？图片有本人持有时长，当然不保证最后卖得最高但比第一天好很多。下一个看好电子烟 [财迷] $康基医疗(09997)$$京东集团-SW(09618)$$九毛九(09922)$$开拓药业-B(09939)$","images":[{"img":"https://static.tigerbbs.com/aa47c4b3950793da43049f42b08d4858","width":"828","height":"540"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":87,"commentSize":86,"repostSize":10,"link":"https://laohu8.com/post/957212167","isVote":1,"tweetType":1,"viewCount":30096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542685187364530","authorId":"3542685187364530","name":"小团团的教育基金","avatar":"https://static.tigerbbs.com/a92b3e4592fe381c6afa7f329d0eb262","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3542685187364530","idStr":"3542685187364530"},"content":"大佬策略挺好的～但对入金金额有要求，入金少的这样的可操作性不大，资金不够～～","text":"大佬策略挺好的～但对入金金额有要求，入金少的这样的可操作性不大，资金不够～～","html":"大佬策略挺好的～但对入金金额有要求，入金少的这样的可操作性不大，资金不够～～"},{"author":{"id":"3503267844254261","authorId":"3503267844254261","name":"野生长","avatar":"https://static.tigerbbs.com/20c89c907dfa5f2b114c8e72f96e17ed","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3503267844254261","idStr":"3503267844254261"},"content":"一直不怎么做港股，如何看待港股好还是美股划算","text":"一直不怎么做港股，如何看待港股好还是美股划算","html":"一直不怎么做港股，如何看待港股好还是美股划算"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":922633250,"gmtCreate":1587530516070,"gmtModify":1704364610266,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OIL\">$原油做多-iPath GSCI(OIL)$</a>巴克莱4.30要清盘这只ETN，当天收盘价清盘还是以其他方式未告知，投资投机小虾米们要注意，大卡大户可忽视。不客气","listText":"<a href=\"https://laohu8.com/S/OIL\">$原油做多-iPath GSCI(OIL)$</a>巴克莱4.30要清盘这只ETN，当天收盘价清盘还是以其他方式未告知，投资投机小虾米们要注意，大卡大户可忽视。不客气","text":"$原油做多-iPath GSCI(OIL)$巴克莱4.30要清盘这只ETN，当天收盘价清盘还是以其他方式未告知，投资投机小虾米们要注意，大卡大户可忽视。不客气","images":[{"img":"https://static.tigerbbs.com/5af8397b04d45fec82a5b6202f1efc1d","width":"828","height":"1792"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":23,"repostSize":1,"link":"https://laohu8.com/post/922633250","isVote":1,"tweetType":1,"viewCount":11343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496230763016755","authorId":"3496230763016755","name":"傻瓜式买股","avatar":"https://static.tigerbbs.com/648f6ed33876fe5fb83e86d1e315254a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3496230763016755","idStr":"3496230763016755"},"content":"谢谢，我也是买的9.18期权，不知道要怎么操作？清空还是继续保留？","text":"谢谢，我也是买的9.18期权，不知道要怎么操作？清空还是继续保留？","html":"谢谢，我也是买的9.18期权，不知道要怎么操作？清空还是继续保留？"},{"author":{"id":"3539181554090347","authorId":"3539181554090347","name":"加油未来的巴菲特123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3539181554090347","idStr":"3539181554090347"},"content":"这个退市了","text":"这个退市了","html":"这个退市了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":958695460,"gmtCreate":1591255616050,"gmtModify":1704194995807,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"感谢，望共同成长<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"感谢，望共同成长<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"感谢，望共同成长$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/fa51c8bab8a47090ba15150b3ecb2adb","width":"3024","height":"4032"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/958695460","isVote":1,"tweetType":1,"viewCount":8564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"content":"提前祝您端午节快乐！","text":"提前祝您端午节快乐！","html":"提前祝您端午节快乐！"},{"author":{"id":"11370140880182","authorId":"11370140880182","name":"不嫩的韭菜","avatar":"https://static.tigerbbs.com/8cd72527787b2e69716087ff98fd378a","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"11370140880182","idStr":"11370140880182"},"content":"积分能换吗","text":"积分能换吗","html":"积分能换吗"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":951470157,"gmtCreate":1591025832079,"gmtModify":1704194135940,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"其他说多了没用，更别说偏了，一个创新高路上，一个还打了很多折。资本市场喜欢故事，更用实力股价说话<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"其他说多了没用，更别说偏了，一个创新高路上，一个还打了很多折。资本市场喜欢故事，更用实力股价说话<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"其他说多了没用，更别说偏了，一个创新高路上，一个还打了很多折。资本市场喜欢故事，更用实力股价说话$富途控股(FUTU)$$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/951470157","repostId":"951581041","repostType":1,"repost":{"id":951581041,"gmtCreate":1590978384883,"gmtModify":1762910164850,"author":{"id":"3516602336846214","authorId":"3516602336846214","name":"懂财帝","avatar":"https://static.tigerbbs.com/d6b2eb4d75c88ab7458effee196f2c26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516602336846214","idStr":"3516602336846214"},"themes":[],"title":"老虎证券告别烧钱：多业务营收倍增，首次实现整体盈利","htmlText":"&nbsp;©懂财帝出品 作者｜逸 凡 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5月28日，老虎证券发布2020年Q1财报（未经审计）。财报显示，报告期内，老虎证券实现营收2319万美元，同比大增136.7%；归母净利润达到303万美元，五年来首次实现整体盈利。 值得注意的是，面对新冠肺炎疫情大考，老虎证券旗下三大业务均展现出了强抗风险能力。财报显示，一季度老虎证券佣金收入为1427万美元，同比增长124.6％；利息相关收入为641万美元，同比增长约128.9%；以机构业务为主的其他收入为251万美元，同比增长近三倍。 科技赋能多业务倍增，财富管理对标嘉信理财，全球化业务布局逐渐加速......五年前以美股经纪业务起家的老虎证券，正逐步依靠科技创新向全业务互联网券商的野望靠近。 摆脱“烧钱”时代 今年年初，由于新冠肺炎疫情的爆发与蔓延，美股市场进入更强的股市波动期。当时有分析认为，美股暴跌、陷入低迷会使老虎的佣金收入遭遇断崖式下跌。 但事实证明，不仅美股市场表现出了极强的韧性，交易量不缩反增，老虎证券也依托技术进阶，展现出了超强的抗周期能力。 最直接的表现，就是经纪业务相关收入爆发。一季度老虎证券佣金收入为1427万美元，同比增长124.6％；融资融券及利息相关收入为641万美元，同比增长约128.9%。 剖析原因，首先美股市场与A股市场在流动性上有很大的差异。人们常说A股一变脸下跌，交易就缩量，但美股市场由于其交易机制和成熟度，交易量则相对稳定的多。 实际上，在历史罕见的连续熔断式暴跌下，无论机构投资者还是散户对各个资产类别的交易需求都出现激增。大量投资者涌入，甚至让一些美股券商服务器被挤爆，这对","text":"©懂财帝出品 作者｜逸 凡 新冠肺炎疫情肆虐，海外股市动荡暴跌，但互联网券商龙头—老虎证券却迎来爆发式增长。$老虎证券(TIGR)$ 5月28日，老虎证券发布2020年Q1财报（未经审计）。财报显示，报告期内，老虎证券实现营收2319万美元，同比大增136.7%；归母净利润达到303万美元，五年来首次实现整体盈利。 值得注意的是，面对新冠肺炎疫情大考，老虎证券旗下三大业务均展现出了强抗风险能力。财报显示，一季度老虎证券佣金收入为1427万美元，同比增长124.6％；利息相关收入为641万美元，同比增长约128.9%；以机构业务为主的其他收入为251万美元，同比增长近三倍。 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实际上，在历史罕见的连续熔断式暴跌下，无论机构投资者还是散户对各个资产类别的交易需求都出现激增。大量投资者涌入，甚至让一些美股券商服务器被挤爆，这对","images":[{"img":"https://static.tigerbbs.com/a32677a90abb48782d5fd06a645fcb5b","width":"1080","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951581041","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"content":"近期中概股拉股价都在为各自最后的出货准备...","text":"近期中概股拉股价都在为各自最后的出货准备...","html":"近期中概股拉股价都在为各自最后的出货准备..."},{"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"content":"择时选对股票太重要","text":"择时选对股票太重要","html":"择时选对股票太重要"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926460647,"gmtCreate":1587271389889,"gmtModify":1704363658177,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"这里种树，可比支付宝容易多了&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"这里种树，可比支付宝容易多了&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"这里种树，可比支付宝容易多了 $老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/398320e2b27c7611b15bb26d1e713de6","width":"815","height":"1276"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/926460647","isVote":1,"tweetType":1,"viewCount":3928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510744494405034","authorId":"3510744494405034","name":"StiflerYuen","avatar":"https://static.tigerbbs.com/ca731ac948c83597e78639f2abd60978","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3510744494405034","idStr":"3510744494405034"},"content":"别人阿拉善那么幸福,你为什么要在这种树打扰别人玩斗地主游戏？","text":"别人阿拉善那么幸福,你为什么要在这种树打扰别人玩斗地主游戏？","html":"别人阿拉善那么幸福,你为什么要在这种树打扰别人玩斗地主游戏？"},{"author":{"id":"3489017397890571","authorId":"3489017397890571","name":"seancody","avatar":"https://static.tigerbbs.com/1ec8af9c42982da871be6831fc5ea4d1","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3489017397890571","idStr":"3489017397890571"},"content":"种树可以干嘛","text":"种树可以干嘛","html":"种树可以干嘛"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":925899089,"gmtCreate":1587958093441,"gmtModify":1704365834343,"author":{"id":"3449804693864002","authorId":"3449804693864002","name":"Beatdollar","avatar":"https://static.laohu8.com/6da60ad216b5e7ec610e102f5fab33ad","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3449804693864002","idStr":"3449804693864002"},"themes":[],"htmlText":"可以比一比谁能拿住这两个热门医药股到阶段高点<a 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