Yayoi的个人主页 - 老虎社区

Yayoi

Yayoi

TMT交易员反者道之动

IP属地：陕西

67关注

1粉丝

1主题

0勋章

2025-08-20

24小时没啥必要一年365天交易可以有散户周末太无聊了

抱歉，原内容已删除

02-04

$Figma(FIG)$ 成功把公司卖给了散户这公司注定凉凉 ai直接把空间干没了

2025-06-20

$快手-W(01024)$ 每次跌的时候就会出来几个消息面文章 🤪

2021-01-22

这篇文章不错，转发给大家看

@小虎周报:互联网巨头扎堆二次上市，蕴含哪些套利机会？

01-26

992万呢可真巨资啊[汗颜]

抱歉，原内容已删除

2025-12-08

自己买就行别瞎发评级

抱歉，原内容已删除

2025-11-21

还得继续跌

抱歉，原内容已删除

2025-10-28

又开始报团拉高

抱歉，原内容已删除

2025-10-02

这到底是夸可灵还是夸sora

抱歉，原内容已删除

2025-09-15

涨了就评高跌了就中性跟在屁股后面天天评级

抱歉，原内容已删除

去老虎APP查看更多动态

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往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","text":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应$标普500(.SPX)$ 4000点的位置。$标普500ETF(SPY)$$纳斯达克(.IXIC)$ Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周$摩根士丹利(MS)$ 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一年365天交易可以有 散户周末太无聊了","listText":"24小时没啥必要 一年365天交易可以有 散户周末太无聊了","text":"24小时没啥必要 一年365天交易可以有 散户周末太无聊了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469661427191816","repostId":"1151575546","repostType":2,"isVote":1,"tweetType":1,"viewCount":2190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528820555481776,"gmtCreate":1770137748295,"gmtModify":1770137750271,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480977285056834","idStr":"3480977285056834"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$ </a> 成功把公司卖给了散户 这公司注定凉凉 ai直接把空间干没了","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$ </a> 成功把公司卖给了散户 这公司注定凉凉 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🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447994637394560","isVote":1,"tweetType":1,"viewCount":19398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310198912,"gmtCreate":1611279604936,"gmtModify":1703749377474,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480977285056834","idStr":"3480977285056834"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/310198912","repostId":"334499654","repostType":1,"repost":{"id":334499654,"gmtCreate":1610936965474,"gmtModify":1703747178327,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"互联网巨头扎堆二次上市，蕴含哪些套利机会？","htmlText":"报告要点 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往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","text":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应$标普500(.SPX)$ 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