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TagerKH
2021-02-18
$Sundial Growers Inc.(SNDL)$
持股2.84k股就能上股东排名了吗？
TagerKH
2021-02-01
$Sundial Growers Inc.(SNDL)$
已重仓
TagerKH
2021-01-25
$蔚来(NIO)$
$小鹏汽车(XPEV)$
都在上涨，为什么
$理想汽车(LI)$
一直原地不动？
TagerKH
2021-03-07
$国美零售(00493)$
下周能不能涨上来
TagerKH
2021-02-08
过年应该持股还是持币？麻烦大家给个意见
$猎豹移动(CMCM)$
$蔚来(NIO)$
$特斯拉(TSLA)$
TagerKH
2021-02-05
$苹果(AAPL)$
今晚5个点
TagerKH
2021-02-05
少帅
$猎豹移动(CMCM)$
漂亮，这手
$游戏驿站(GME)$
PUT 是真稳
@少帅Pro:一个月，猎豹移动盈利翻倍，后续我的思路是什么？
TagerKH
2021-01-23
$蔚来(NIO)$
下周70
TagerKH
2021-02-11
$Sundial Growers Inc.(SNDL)$
真刺激
去老虎APP查看更多动态
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22:05","market":"hk","language":"zh","title":"小米集团回购766.5万股，耗资约2.01亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1178401978","media":"老虎资讯综合","summary":"小米集团：于4月1日以每股26.25-26.35港元的价格回购7,665,000股，耗资约2.01亿港元。昨日，小米集团公告：3月31日以每股25.5-26.2港元的价格回购19,307,600股，耗资498,900,660.96港元。此前在3月12日，小米集团近日发布公告，在禁止买卖期结束之后，小米宣布将不定期地开始在公开市场回购股份，回购上限为100亿港元。公告显示，小米集团董事会认为，小米现有财务资源足以支持股份购回，并维持稳健的财务状况。","content":"<p>小米集团：于4月1日以每股26.25-26.35港元的价格回购7,665,000股，耗资约2.01亿港元。<img src=\"https://static.tigerbbs.com/2e3232ca551c27ac851df2a7776cdf8e\" tg-width=\"1640\" tg-height=\"669\" referrerpolicy=\"no-referrer\">昨日，小米集团公告：3月31日以每股25.5-26.2港元的价格回购19,307,600股，耗资498,900,660.96港元。</p><p>此前在3月12日，小米集团近日发布公告，在禁止买卖期结束之后（即3月24日），小米宣布将不定期地开始在公开市场回购股份，回购上限为100亿港元（约合人民币83.7亿元）。</p><p><img src=\"https://static.tigerbbs.com/d766206f5d0625ef6e21b3671d203dbd\" tg-width=\"600\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p>公告显示，小米集团董事会认为，小米现有财务资源足以支持股份购回，并维持稳健的财务状况。在“手机X AIoT”战略推动下，小米进行回购表达了对业务现状及前景的信心，且最终会为小米带来裨益，为股东创造价值。</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>小米集团回购766.5万股，耗资约2.01亿港元</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; 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class=\"title\">\n小米集团回购766.5万股，耗资约2.01亿港元\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\">2021-04-01 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团：于4月1日以每股26.25-26.35港元的价格回购7,665,000股，耗资约2.01亿港元。<img src=\"https://static.tigerbbs.com/2e3232ca551c27ac851df2a7776cdf8e\" tg-width=\"1640\" tg-height=\"669\" referrerpolicy=\"no-referrer\">昨日，小米集团公告：3月31日以每股25.5-26.2港元的价格回购19,307,600股，耗资498,900,660.96港元。</p><p>此前在3月12日，小米集团近日发布公告，在禁止买卖期结束之后（即3月24日），小米宣布将不定期地开始在公开市场回购股份，回购上限为100亿港元（约合人民币83.7亿元）。</p><p><img src=\"https://static.tigerbbs.com/d766206f5d0625ef6e21b3671d203dbd\" tg-width=\"600\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p>公告显示，小米集团董事会认为，小米现有财务资源足以支持股份购回，并维持稳健的财务状况。在“手机X AIoT”战略推动下，小米进行回购表达了对业务现状及前景的信心，且最终会为小米带来裨益，为股东创造价值。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178401978","content_text":"小米集团：于4月1日以每股26.25-26.35港元的价格回购7,665,000股，耗资约2.01亿港元。昨日，小米集团公告：3月31日以每股25.5-26.2港元的价格回购19,307,600股，耗资498,900,660.96港元。此前在3月12日，小米集团近日发布公告，在禁止买卖期结束之后（即3月24日），小米宣布将不定期地开始在公开市场回购股份，回购上限为100亿港元（约合人民币83.7亿元）。公告显示，小米集团董事会认为，小米现有财务资源足以支持股份购回，并维持稳健的财务状况。在“手机X AIoT”战略推动下，小米进行回购表达了对业务现状及前景的信心，且最终会为小米带来裨益，为股东创造价值。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":6086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355434057,"gmtCreate":1617094421579,"gmtModify":1617094421579,"author":{"id":"3499987418945791","authorId":"3499987418945791","name":"TagerKH","avatar":"https://static.tigerbbs.com/dfae30623cce5a2bd0d5ca255129b542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499987418945791","authorIdStr":"3499987418945791"},"themes":[],"title":"","htmlText":"这下真的造车了<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"这下真的造车了<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"这下真的造车了$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355434057","repostId":"1141411357","repostType":4,"repost":{"id":"1141411357","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":1617094167,"share":"https://www.laohu8.com/m/news/1141411357?lang=zh_CN&edition=full","pubTime":"2021-03-30 16:49","market":"hk","language":"zh","title":"小米集团：正式批准智能电动汽车业务立项","url":"https://stock-news.laohu8.com/highlight/detail?id=1141411357","media":"老虎资讯综合","summary":"小米集团：本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。\n\n小米集团董事长雷军：小米董事会今天正式批准了这项决议，小米智能电动汽车项目正式立项。关于造车，今晚发布会上我会跟大家仔细说。\n\n今日尾盘市场传出相关消息，小米股价拉升。","content":"<p>小米集团：本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。</p><p>小米集团董事长雷军：小米董事会今天正式批准了这项决议，小米智能电动汽车项目正式立项。关于造车，今晚发布会上我会跟大家仔细说。</p><p><img src=\"https://static.tigerbbs.com/7eb5182d3c533ef02fa393fec18fb86c\" tg-width=\"1142\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7de369acf12f0c60d46a4b6259d17159\" tg-width=\"880\" tg-height=\"527\">今日尾盘市场传出相关消息，小米股价拉升。</p><p><img src=\"https://static.tigerbbs.com/b4a8923570f33cc1e3b9dcd571c3909f\" 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>小米集团：正式批准智能电动汽车业务立项</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; 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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\">2021-03-30 16:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团：本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。</p><p>小米集团董事长雷军：小米董事会今天正式批准了这项决议，小米智能电动汽车项目正式立项。关于造车，今晚发布会上我会跟大家仔细说。</p><p><img src=\"https://static.tigerbbs.com/7eb5182d3c533ef02fa393fec18fb86c\" tg-width=\"1142\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7de369acf12f0c60d46a4b6259d17159\" tg-width=\"880\" tg-height=\"527\">今日尾盘市场传出相关消息，小米股价拉升。</p><p><img src=\"https://static.tigerbbs.com/b4a8923570f33cc1e3b9dcd571c3909f\" 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/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141411357","content_text":"小米集团：本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。小米集团董事长雷军：小米董事会今天正式批准了这项决议，小米智能电动汽车项目正式立项。关于造车，今晚发布会上我会跟大家仔细说。今日尾盘市场传出相关消息，小米股价拉升。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":6004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358949279,"gmtCreate":1616656139991,"gmtModify":1616656139991,"author":{"id":"3499987418945791","authorId":"3499987418945791","name":"TagerKH","avatar":"https://static.tigerbbs.com/dfae30623cce5a2bd0d5ca255129b542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499987418945791","authorIdStr":"3499987418945791"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>在不上车就晚了[财迷] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>在不上车就晚了[财迷] 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href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>骗炮之王","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>骗炮之王","text":"$Sundial Growers Inc.(SNDL)$骗炮之王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325260289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322517147,"gmtCreate":1615816402189,"gmtModify":1703493464264,"author":{"id":"3499987418945791","authorId":"3499987418945791","name":"TagerKH","avatar":"https://static.tigerbbs.com/dfae30623cce5a2bd0d5ca255129b542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499987418945791","authorIdStr":"3499987418945791"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>起飞了","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>起飞了","text":"$Sundial 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Inc.(SNDL)$起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322517147","isVote":1,"tweetType":1,"viewCount":4743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321625150,"gmtCreate":1615431049070,"gmtModify":1703488958874,"author":{"id":"3499987418945791","authorId":"3499987418945791","name":"TagerKH","avatar":"https://static.tigerbbs.com/dfae30623cce5a2bd0d5ca255129b542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499987418945791","authorIdStr":"3499987418945791"},"themes":[],"title":"","htmlText":"收藏","listText":"收藏","text":"收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321625150","repostId":"321079411","repostType":1,"repost":{"id":321079411,"gmtCreate":1615387386133,"gmtModify":1703488301680,"author":{"id":"3573000985286599","authorId":"3573000985286599","name":"港美股98","avatar":"https://static.tigerbbs.com/f3b5420726fbde19fd1ae4e4dab228de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573000985286599","authorIdStr":"3573000985286599"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a>凤凰涅槃 方可重生——浅谈估值模式！前面一段时期市场出现了抱团股断崖式下跌，盘面每天都在比惨。这波杀跌的核心因素，是由于抱团股前几年累积巨大涨幅而导致估值过高，从而引发的调整，俗称“杀估值”。之前很多同学问我A股有什么可以价值投资的标的，老实说我看了又看，多数股票估值其实已经贵的离谱，很多都已透支了未来多年的盈利，比如某油茅，毛利率和净利润增长率都几乎是个位数，如何去支撑200多倍的市盈率？那么我们应该怎么合理的给一个公司估值呢？这两天我给大家整理了目前市面上常用的几个估值方法，大家一起学习充电，增长知识和技能。总结如下：①市盈率（PE）估值法：股价/每股收益②PEG估值法：市盈率/利润增长率③市销率(PS)估值法：公司市值和营业收入的比值④市净率（PB）估值法：每股股价与每股净资产的比率⑤市现率（PZ）估值法：每股股价/每股自由现金流⑥DCF估值法：现金流量折现法一、市盈率（PE）估值法市盈率＝股价÷每股收益，或=公司市值÷年度净利润市盈率代表这只股票收回投资成本所需要的时间。有的行业整体市盈率很高，比如计算机软件、医疗健康、通讯技术等；而银行、煤炭、地产等行业的市盈率往往不到10倍。不同行业如此，就相同的行业不同公司而言，市盈率也相差很大。处于成长期的公司市盈率高于成熟期的企业，好公司市盈率高于差公司，龙头企业和快速增长的企业往往可以享有高溢价。每股收益选择的数据不同，市盈率可分为三种：静态市盈率、动态市盈率、滚动市盈率。1）动态市盈率：选用当期或下一个报告期的每股盈率预测值，预测股价、对股价估值时一般采用动态市盈率。2）静态市盈率：选用上一个报告期的每股收益。判断个股时，如果是在年初，通常采用静态市盈率；下半年通常采用动态市盈率或者滚动市盈率。3）滚动市盈率：股","listText":"<a href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a>凤凰涅槃 方可重生——浅谈估值模式！前面一段时期市场出现了抱团股断崖式下跌，盘面每天都在比惨。这波杀跌的核心因素，是由于抱团股前几年累积巨大涨幅而导致估值过高，从而引发的调整，俗称“杀估值”。之前很多同学问我A股有什么可以价值投资的标的，老实说我看了又看，多数股票估值其实已经贵的离谱，很多都已透支了未来多年的盈利，比如某油茅，毛利率和净利润增长率都几乎是个位数，如何去支撑200多倍的市盈率？那么我们应该怎么合理的给一个公司估值呢？这两天我给大家整理了目前市面上常用的几个估值方法，大家一起学习充电，增长知识和技能。总结如下：①市盈率（PE）估值法：股价/每股收益②PEG估值法：市盈率/利润增长率③市销率(PS)估值法：公司市值和营业收入的比值④市净率（PB）估值法：每股股价与每股净资产的比率⑤市现率（PZ）估值法：每股股价/每股自由现金流⑥DCF估值法：现金流量折现法一、市盈率（PE）估值法市盈率＝股价÷每股收益，或=公司市值÷年度净利润市盈率代表这只股票收回投资成本所需要的时间。有的行业整体市盈率很高，比如计算机软件、医疗健康、通讯技术等；而银行、煤炭、地产等行业的市盈率往往不到10倍。不同行业如此，就相同的行业不同公司而言，市盈率也相差很大。处于成长期的公司市盈率高于成熟期的企业，好公司市盈率高于差公司，龙头企业和快速增长的企业往往可以享有高溢价。每股收益选择的数据不同，市盈率可分为三种：静态市盈率、动态市盈率、滚动市盈率。1）动态市盈率：选用当期或下一个报告期的每股盈率预测值，预测股价、对股价估值时一般采用动态市盈率。2）静态市盈率：选用上一个报告期的每股收益。判断个股时，如果是在年初，通常采用静态市盈率；下半年通常采用动态市盈率或者滚动市盈率。3）滚动市盈率：股","text":"$朝云集团(06601)$凤凰涅槃 方可重生——浅谈估值模式！前面一段时期市场出现了抱团股断崖式下跌，盘面每天都在比惨。这波杀跌的核心因素，是由于抱团股前几年累积巨大涨幅而导致估值过高，从而引发的调整，俗称“杀估值”。之前很多同学问我A股有什么可以价值投资的标的，老实说我看了又看，多数股票估值其实已经贵的离谱，很多都已透支了未来多年的盈利，比如某油茅，毛利率和净利润增长率都几乎是个位数，如何去支撑200多倍的市盈率？那么我们应该怎么合理的给一个公司估值呢？这两天我给大家整理了目前市面上常用的几个估值方法，大家一起学习充电，增长知识和技能。总结如下：①市盈率（PE）估值法：股价/每股收益②PEG估值法：市盈率/利润增长率③市销率(PS)估值法：公司市值和营业收入的比值④市净率（PB）估值法：每股股价与每股净资产的比率⑤市现率（PZ）估值法：每股股价/每股自由现金流⑥DCF估值法：现金流量折现法一、市盈率（PE）估值法市盈率＝股价÷每股收益，或=公司市值÷年度净利润市盈率代表这只股票收回投资成本所需要的时间。有的行业整体市盈率很高，比如计算机软件、医疗健康、通讯技术等；而银行、煤炭、地产等行业的市盈率往往不到10倍。不同行业如此，就相同的行业不同公司而言，市盈率也相差很大。处于成长期的公司市盈率高于成熟期的企业，好公司市盈率高于差公司，龙头企业和快速增长的企业往往可以享有高溢价。每股收益选择的数据不同，市盈率可分为三种：静态市盈率、动态市盈率、滚动市盈率。1）动态市盈率：选用当期或下一个报告期的每股盈率预测值，预测股价、对股价估值时一般采用动态市盈率。2）静态市盈率：选用上一个报告期的每股收益。判断个股时，如果是在年初，通常采用静态市盈率；下半年通常采用动态市盈率或者滚动市盈率。3）滚动市盈率：股","images":[{"img":"https://static.tigerbbs.com/0c95e8856086bd066ae5416895334c10","width":"660","height":"414"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321079411","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320280491,"gmtCreate":1615115167613,"gmtModify":1703484817785,"author":{"id":"3499987418945791","authorId":"3499987418945791","name":"TagerKH","avatar":"https://static.tigerbbs.com/dfae30623cce5a2bd0d5ca255129b542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499987418945791","authorIdStr":"3499987418945791"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$</a>下周能不能涨上来","listText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$</a>下周能不能涨上来","text":"$国美零售(00493)$下周能不能涨上来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/320280491","isVote":1,"tweetType":1,"viewCount":11040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320352633,"gmtCreate":1615024424822,"gmtModify":1703484301856,"author":{"id":"3499987418945791","authorId":"3499987418945791","name":"TagerKH","avatar":"https://static.tigerbbs.com/dfae30623cce5a2bd0d5ca255129b542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499987418945791","authorIdStr":"3499987418945791"},"themes":[],"title":"","htmlText":"先收藏了","listText":"先收藏了","text":"先收藏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320352633","repostId":"364788095","repostType":1,"repost":{"id":364788095,"gmtCreate":1614841140000,"gmtModify":1744960640501,"author":{"id":"3453943051225490","authorId":"3453943051225490","name":"许哲","avatar":"https://static.laohu8.com/c46141457152637805577175903002ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453943051225490","authorIdStr":"3453943051225490"},"themes":[],"title":"最近发生了些啥","htmlText":"作者：许哲 著作权归作者所有。商业转载请联系作者获得授权，非商业转载请注明出处。 最近市场波动蛮大的，然后早上在自己个群里阐述了一下最近的概况，发现很多朋友都不晓得最近发生的事情。我是不喜欢事后诸葛亮的，事情发生了再分析为啥为啥，总有办法能说圆的，但没任何意义。但有鉴于隔行如隔山，我给大家翻译翻译最近发生了个啥。 最大的变化是美国国债的收益率一路飙到了 1.5%这个水平。 这个是比较要命的，因为金融市场最底层的原理是收益风险的代偿原理。资金并不关心投资了什么，只关心收益率，资本只有一个目标：增值。资产可以有风险，但必须有收益率的溢价，同样的收益率，如果一个无风险，一个有风险，那么资本会抛弃风险资产，涌入无风险资产。 美股现在的股息回报率大概在 1.5% 的水平，从去年三月份市场大跌，联储干预把利率直接打到零大概0.5%左右的十年期回报，到现在1.5%，整整上了1% 了。这是什么概念呢？联储一次加息的幅度大概是 25 bps，也就是0.25%，这是市场连续自行一年内加了四次息，已经比上一次加息周期里最快的一年三才还要快了。 所以美股的动荡不安也就非常好理解了，加息是一切泡沫资产最后灰飞烟灭的起因。而连续快速的加息会让一切基于投机者幻想的旁氏游戏嘎然而止。 巴菲特的比喻是利率犹如股市的引力，利率越高地心引力越大。为什么之前各种妖股能乱飞，因为地心引力为零了。突然飙升的利率犹如突然恢复的重力。 2000年 .com bubble 的涨幅和对“新范式”的推崇一点不弱于当下。无数对于价值投资的蔑视和“这次不一样”的自信，都遭遇到了毁灭性的惩罚。 波澜壮阔的30年期美国国债的收益率，飙到了 2.33%的水平。这个上升速度如果持续下去，那梦醒时分就迫在眉睫了。 好，那么问题来了，为什么美国国债的收益率会一路快速飙升呢？这主要是市场对于通胀的预期，有极端悲观的看法。关于这一点，大部分公众号","listText":"作者：许哲 著作权归作者所有。商业转载请联系作者获得授权，非商业转载请注明出处。 最近市场波动蛮大的，然后早上在自己个群里阐述了一下最近的概况，发现很多朋友都不晓得最近发生的事情。我是不喜欢事后诸葛亮的，事情发生了再分析为啥为啥，总有办法能说圆的，但没任何意义。但有鉴于隔行如隔山，我给大家翻译翻译最近发生了个啥。 最大的变化是美国国债的收益率一路飙到了 1.5%这个水平。 这个是比较要命的，因为金融市场最底层的原理是收益风险的代偿原理。资金并不关心投资了什么，只关心收益率，资本只有一个目标：增值。资产可以有风险，但必须有收益率的溢价，同样的收益率，如果一个无风险，一个有风险，那么资本会抛弃风险资产，涌入无风险资产。 美股现在的股息回报率大概在 1.5% 的水平，从去年三月份市场大跌，联储干预把利率直接打到零大概0.5%左右的十年期回报，到现在1.5%，整整上了1% 了。这是什么概念呢？联储一次加息的幅度大概是 25 bps，也就是0.25%，这是市场连续自行一年内加了四次息，已经比上一次加息周期里最快的一年三才还要快了。 所以美股的动荡不安也就非常好理解了，加息是一切泡沫资产最后灰飞烟灭的起因。而连续快速的加息会让一切基于投机者幻想的旁氏游戏嘎然而止。 巴菲特的比喻是利率犹如股市的引力，利率越高地心引力越大。为什么之前各种妖股能乱飞，因为地心引力为零了。突然飙升的利率犹如突然恢复的重力。 2000年 .com bubble 的涨幅和对“新范式”的推崇一点不弱于当下。无数对于价值投资的蔑视和“这次不一样”的自信，都遭遇到了毁灭性的惩罚。 波澜壮阔的30年期美国国债的收益率，飙到了 2.33%的水平。这个上升速度如果持续下去，那梦醒时分就迫在眉睫了。 好，那么问题来了，为什么美国国债的收益率会一路快速飙升呢？这主要是市场对于通胀的预期，有极端悲观的看法。关于这一点，大部分公众号","text":"作者：许哲 著作权归作者所有。商业转载请联系作者获得授权，非商业转载请注明出处。 最近市场波动蛮大的，然后早上在自己个群里阐述了一下最近的概况，发现很多朋友都不晓得最近发生的事情。我是不喜欢事后诸葛亮的，事情发生了再分析为啥为啥，总有办法能说圆的，但没任何意义。但有鉴于隔行如隔山，我给大家翻译翻译最近发生了个啥。 最大的变化是美国国债的收益率一路飙到了 1.5%这个水平。 这个是比较要命的，因为金融市场最底层的原理是收益风险的代偿原理。资金并不关心投资了什么，只关心收益率，资本只有一个目标：增值。资产可以有风险，但必须有收益率的溢价，同样的收益率，如果一个无风险，一个有风险，那么资本会抛弃风险资产，涌入无风险资产。 美股现在的股息回报率大概在 1.5% 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href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> 涨到3.96没出，又跌回成本价了。[难过]","text":"$Sundial Growers Inc.(SNDL)$ 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href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>[生气] ","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>[生气] ","text":"$Sundial Growers 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