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锋aaa
2021-07-22
$SOS Limited(SOS)$
吃肉吧
锋aaa
2019-06-24
$中信建投证券(06066)$ 真是不争气
锋aaa
2019-08-24
$富途控股(FHL)$
[害羞]
锋aaa
2019-04-12
$苹果(AAPL)$身边好多人都买了苹果新手机，怎么看？
锋aaa
2022-03-04
$Sea Ltd(SE)$
还我钱，我不玩了[流泪]
锋aaa
2019-06-05
$阿里巴巴(BABA)$ 空军来临！
锋aaa
2022-01-27
$阿里巴巴-SW(09988)$
公共事业股了？
锋aaa
07-17
$2倍做多SpaceX ETF-ProShares(SPCF)$
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锋aaa
07-17
$2倍做多GOOGL-Direxion(GGLL)$
SOS
锋aaa
06-29
$2倍做多SpaceX ETF-ProShares(SPCF)$
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也是如此。根据英伟达日K线的走势，股价属于开盘直接泄了，而且全天几乎被狠狠的按在了-7%这个位置，纳斯达克当天下跌2.88%，标普500下跌2.12%，英伟达的走势可算是大幅度跑输大盘，如果说是大盘拖累，那也不能跌这么多呀，是不是感觉有点不科学？这种奇怪的跌幅给很多持股朋友都打的脑瓜子嗡嗡的，一脸“摸不着头脑”的表情，说好了的“财报好就上去，财报差就下来”呢，怎么财报好还是下来了呢？下面我们","images":[{"img":"https://static.tigerbbs.com/733e490e4a29edf02de5f7771a6bf294","width":"257","height":"196"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638125704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633411697,"gmtCreate":1644280923277,"gmtModify":1644280923277,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633411697","repostId":"633646985","repostType":1,"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633324424,"gmtCreate":1643792103988,"gmtModify":1643792103988,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633324424","repostId":"633362564","repostType":1,"repost":{"id":633362564,"gmtCreate":1643776943454,"gmtModify":1644030118008,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n \n \n ⚠️ 高盛警告, 美国经济增长将“急剧减速”！追高买入！！！超级重大利好，谷歌(GOOG GOOGL) 拆股！！！UPS 财报后更新.\n \n","listText":"⚠️ 高盛警告, 美国经济增长将“急剧减速”！追高买入！！！超级重大利好，谷歌(GOOG GOOGL) 拆股！！！UPS 财报后更新.","text":"⚠️ 高盛警告, 美国经济增长将“急剧减速”！追高买入！！！超级重大利好，谷歌(GOOG GOOGL) 拆股！！！UPS 财报后更新.","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633362564","isVote":1,"tweetType":2,"object":{"id":"a0cbd70814ec4829bd558bf0420eaf45","tweetId":"633362564","title":"⚠️ 高盛警告, 美国经济增长将“急剧减速”！追高买入！！！超级重大利好，谷歌(GOOG GOOGL) 拆股！！！UPS 财报后更新","videoUrl":"http://v.tigerbbs.com/16437769397600fc1389de3323ee40b3c19b70a1fb91b.mp4","poster":"https://static.tigerbbs.com/c37352fe4d74a36df940a2334a044a77","shareLink":"http://v.tigerbbs.com/16437769397600fc1389de3323ee40b3c19b70a1fb91b.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633324595,"gmtCreate":1643792090453,"gmtModify":1643792090453,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633324595","repostId":"633362974","repostType":1,"isVote":1,"tweetType":1,"viewCount":4409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639245719,"gmtCreate":1643332784958,"gmtModify":1643332784958,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"title":"","htmlText":"厉害👍","listText":"厉害👍","text":"厉害👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639245719","repostId":"639844496","repostType":1,"repost":{"id":639844496,"gmtCreate":1643260548053,"gmtModify":1784214552597,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头","avatar":"https://static.tigerbbs.com/cd78883e6703788a555ab58d0f43364c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516096698306373","authorIdStr":"3516096698306373"},"themes":[],"title":"21Q4奈飞财报分析 | 股价暴跌带来的估值思考","htmlText":"大家好，对于长期持股的投资者来说，几乎转眼之间就到了2021Q4财报季了，也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨，就如今天来分析的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> ，就是其中之一。奈飞这家公司，我之前写过几次财报分析： 《<a href=\"https://www.laohu8.com/post/172041314\" target=\"_blank\">2021Q2财报 | 奈飞增长放缓，只得另辟蹊径！</a>》 《<a href=\"https://www.laohu8.com/post/859231567\" target=\"_blank\">2021Q3财报 | 鱿鱼游戏之后，奈飞还有什么？</a>》 这两份财报中都透露出我对于奈飞这类高增长的公司忧虑，即便我看好其短期股价，甚至在Q3财报分析的时候，推演奈飞股价会冲到最高700美金后出现回落至支撑的判断，因此虽然我一直关注着奈飞的财报和股价走势，但至今也没有入手过奈飞的股票。北京时间2022年1月21日星期五，奈飞公司公布了2021Q4财报，财报公布后，股价应声下跌，当日跌幅达到了21.79%，让很多投资者直接蒙圈，不禁发问奈飞到底怎么了？曾经被许多流媒体公司视为标杆的奈飞，难道一夜之间就萎靡不振了吗？奈飞财报公布后，我没有在第一时间跳出写分析文章，蹭热度来分析奈飞出现财报后暴跌的原因，反复读了几遍奈飞的财报和给股东的信，思考到底该用何种发放可以对科技公司进行估值；最近跟朋友们迷恋上《并购(Acquire)》这个桌游，在游戏里朋友调侃我对有些增长快速的公司视而不见，而我开玩笑调侃他们举棋不定、来回摇摆，真的像极了咱们股票市场。最后经过数次博弈，我没拿过第一，但是稳定位居第二，而第一名则是来","listText":"大家好，对于长期持股的投资者来说，几乎转眼之间就到了2021Q4财报季了，也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨，就如今天来分析的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> ，就是其中之一。奈飞这家公司，我之前写过几次财报分析： 《<a href=\"https://www.laohu8.com/post/172041314\" target=\"_blank\">2021Q2财报 | 奈飞增长放缓，只得另辟蹊径！</a>》 《<a href=\"https://www.laohu8.com/post/859231567\" target=\"_blank\">2021Q3财报 | 鱿鱼游戏之后，奈飞还有什么？</a>》 这两份财报中都透露出我对于奈飞这类高增长的公司忧虑，即便我看好其短期股价，甚至在Q3财报分析的时候，推演奈飞股价会冲到最高700美金后出现回落至支撑的判断，因此虽然我一直关注着奈飞的财报和股价走势，但至今也没有入手过奈飞的股票。北京时间2022年1月21日星期五，奈飞公司公布了2021Q4财报，财报公布后，股价应声下跌，当日跌幅达到了21.79%，让很多投资者直接蒙圈，不禁发问奈飞到底怎么了？曾经被许多流媒体公司视为标杆的奈飞，难道一夜之间就萎靡不振了吗？奈飞财报公布后，我没有在第一时间跳出写分析文章，蹭热度来分析奈飞出现财报后暴跌的原因，反复读了几遍奈飞的财报和给股东的信，思考到底该用何种发放可以对科技公司进行估值；最近跟朋友们迷恋上《并购(Acquire)》这个桌游，在游戏里朋友调侃我对有些增长快速的公司视而不见，而我开玩笑调侃他们举棋不定、来回摇摆，真的像极了咱们股票市场。最后经过数次博弈，我没拿过第一，但是稳定位居第二，而第一名则是来","text":"大家好，对于长期持股的投资者来说，几乎转眼之间就到了2021Q4财报季了，也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨，就如今天来分析的$奈飞(NFLX)$ ，就是其中之一。奈飞这家公司，我之前写过几次财报分析： 《2021Q2财报 | 奈飞增长放缓，只得另辟蹊径！》 《2021Q3财报 | 鱿鱼游戏之后，奈飞还有什么？》 这两份财报中都透露出我对于奈飞这类高增长的公司忧虑，即便我看好其短期股价，甚至在Q3财报分析的时候，推演奈飞股价会冲到最高700美金后出现回落至支撑的判断，因此虽然我一直关注着奈飞的财报和股价走势，但至今也没有入手过奈飞的股票。北京时间2022年1月21日星期五，奈飞公司公布了2021Q4财报，财报公布后，股价应声下跌，当日跌幅达到了21.79%，让很多投资者直接蒙圈，不禁发问奈飞到底怎么了？曾经被许多流媒体公司视为标杆的奈飞，难道一夜之间就萎靡不振了吗？奈飞财报公布后，我没有在第一时间跳出写分析文章，蹭热度来分析奈飞出现财报后暴跌的原因，反复读了几遍奈飞的财报和给股东的信，思考到底该用何种发放可以对科技公司进行估值；最近跟朋友们迷恋上《并购(Acquire)》这个桌游，在游戏里朋友调侃我对有些增长快速的公司视而不见，而我开玩笑调侃他们举棋不定、来回摇摆，真的像极了咱们股票市场。最后经过数次博弈，我没拿过第一，但是稳定位居第二，而第一名则是来","images":[{"img":"https://static.tigerbbs.com/23f36d1edb156c2688e66166e4a59f2c","width":"632","height":"543"},{"img":"https://static.tigerbbs.com/6fc21e622305e6c537e46f8d63a84d8d","width":"632","height":"326"},{"img":"https://static.tigerbbs.com/134bc647ee23f7f9bd3634137db0ae4c","width":"537","height":"237"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639844496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639603731,"gmtCreate":1643266704428,"gmtModify":1643266704428,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>公共事业股了？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>公共事业股了？","text":"$阿里巴巴-SW(09988)$公共事业股了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639603731","isVote":1,"tweetType":1,"viewCount":7325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697436153,"gmtCreate":1642556043060,"gmtModify":1642556043060,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697436153","repostId":"697438651","repostType":1,"repost":{"id":697438651,"gmtCreate":1642555590882,"gmtModify":1744960782680,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480981608385315","authorIdStr":"3480981608385315"},"themes":[],"title":"2022 年美股重点关注的十大成长股（下）","htmlText":"摘要：2021年已经过去了，回顾过去的一年，成长股惨不忍睹，一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年，如果你跑赢了大盘，那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高，和成长股相比目前巨头的估值依然不高，2022年拥抱科技巨头不失为一个好的策略，大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年，美股仍将面临疫情反复以及过快加息两大主要风险，在风险面前，成长股面临承压，但是一旦市场行情恢复，成长股终将价值回归。下面我列出2022年我看好的十大成长股，排名不分先后。怎么选择成长股？著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理，这点容易被市场忽略；他认为最佳买入点应该是在 “盈余即将大幅度改善，但盈余增加的展望还没有推升该公司的股票价格时；由于市场的原因导致的股价大幅下跌，也是买进优质股的好时机。由于本文篇幅过大，我将分为上中下，依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇，如果对于其他成长股感兴趣的朋友可以翻看下方链接：<a href=\"https://www.laohu8.com/post/697099731\" target=\"_blank\">2022 年重点关注的十只成长股（上） </a><a href=\"https://www.laohu8.com/post/697013850\" target=\"_blank\">2022 年重点关注的十只成长股（中） </a>Roblox<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> Roblox成立于2004年，是世界上最大的多人在线游","listText":"摘要：2021年已经过去了，回顾过去的一年，成长股惨不忍睹，一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年，如果你跑赢了大盘，那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高，和成长股相比目前巨头的估值依然不高，2022年拥抱科技巨头不失为一个好的策略，大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年，美股仍将面临疫情反复以及过快加息两大主要风险，在风险面前，成长股面临承压，但是一旦市场行情恢复，成长股终将价值回归。下面我列出2022年我看好的十大成长股，排名不分先后。怎么选择成长股？著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理，这点容易被市场忽略；他认为最佳买入点应该是在 “盈余即将大幅度改善，但盈余增加的展望还没有推升该公司的股票价格时；由于市场的原因导致的股价大幅下跌，也是买进优质股的好时机。由于本文篇幅过大，我将分为上中下，依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇，如果对于其他成长股感兴趣的朋友可以翻看下方链接：<a href=\"https://www.laohu8.com/post/697099731\" target=\"_blank\">2022 年重点关注的十只成长股（上） </a><a href=\"https://www.laohu8.com/post/697013850\" target=\"_blank\">2022 年重点关注的十只成长股（中） </a>Roblox<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> Roblox成立于2004年，是世界上最大的多人在线游","text":"摘要：2021年已经过去了，回顾过去的一年，成长股惨不忍睹，一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年，如果你跑赢了大盘，那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高，和成长股相比目前巨头的估值依然不高，2022年拥抱科技巨头不失为一个好的策略，大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年，美股仍将面临疫情反复以及过快加息两大主要风险，在风险面前，成长股面临承压，但是一旦市场行情恢复，成长股终将价值回归。下面我列出2022年我看好的十大成长股，排名不分先后。怎么选择成长股？著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理，这点容易被市场忽略；他认为最佳买入点应该是在 “盈余即将大幅度改善，但盈余增加的展望还没有推升该公司的股票价格时；由于市场的原因导致的股价大幅下跌，也是买进优质股的好时机。由于本文篇幅过大，我将分为上中下，依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇，如果对于其他成长股感兴趣的朋友可以翻看下方链接：2022 年重点关注的十只成长股（上） 2022 年重点关注的十只成长股（中） Roblox$Roblox Corporation(RBLX)$ Roblox成立于2004年，是世界上最大的多人在线游","images":[{"img":"https://static.tigerbbs.com/e0dedba00a16672714d3e9416bdad7b6","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/7e05a7d16088963183b4b592c505fc0d","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/bff08febdb5dc0bc2d1ad05e64c4c13d","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697438651","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601816379,"gmtCreate":1638507335377,"gmtModify":1638507335377,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601816379","repostId":"601895601","repostType":1,"repost":{"id":601895601,"gmtCreate":1638505082097,"gmtModify":1638506778907,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n 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target=\"_blank\">#虎友访谈#</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3571026833038682\">@老铁科技说</a> 年龄35岁，目前在香港全职读金融研究生，从事过多种工作后逐渐发现自己喜欢理性且研究性工作，擅长数据而不迷信数据，这可能也是研究资本的乐趣。休闲时间又不喜理性，感性的演出（话剧，音乐会）都很喜欢，希望自己可以平衡两者。 T：聊聊您的投资背景吧，如何接触到炒股的？ 其实过去的理财背景极为单一，基金都很少买，我们这代人出身不高，毕业后就面临买房，成家和生活，很少有闲钱和时间。 之所以选择美港股，最早是因为一些粗浅的所谓”趋势“看法，如互联网如火如荼，投资机会肯定多，就去美港股闭着眼买，这么多年也有成功也有失败，但总体看，也是赶上了tmt最好的年头。 我不敢说自己能力如何，其实之前回报高跟大势密切相关，只是当行业出现拐点之后，投资的主题就不拘泥tmt，也要深入研究行业了。 T：看您一直对TMT行业的研究比较深入，这其中您最看好的是哪家公司呢？ 这其实也经历了一个过程，比如在很长一段时间我比较认同于”轻资产“运营，如果一个平台掌握了流量，又通过技术具有了流量分配的能力，这就是一家好公司，早期的门户到百度到阿里，可以视为是这个路子。 但随后，一方面这个赛道门槛相对","text":"虎妞今天邀请来的嘉宾是TMT领域资深分析师@老铁科技说 ，同时他也是一位互联网专栏作者，多年专注中概互联网公司研究。 TMT行业当前是否具备投资机会？咱们去看看老铁老师如何解读→→→ #虎友访谈# @老铁科技说 年龄35岁，目前在香港全职读金融研究生，从事过多种工作后逐渐发现自己喜欢理性且研究性工作，擅长数据而不迷信数据，这可能也是研究资本的乐趣。休闲时间又不喜理性，感性的演出（话剧，音乐会）都很喜欢，希望自己可以平衡两者。 T：聊聊您的投资背景吧，如何接触到炒股的？ 其实过去的理财背景极为单一，基金都很少买，我们这代人出身不高，毕业后就面临买房，成家和生活，很少有闲钱和时间。 之所以选择美港股，最早是因为一些粗浅的所谓”趋势“看法，如互联网如火如荼，投资机会肯定多，就去美港股闭着眼买，这么多年也有成功也有失败，但总体看，也是赶上了tmt最好的年头。 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