默奈特的个人主页 - 老虎社区

默奈特

默奈特

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2019-05-01

$特斯拉(TSLA)$不是我说，CEO看发展。这次特斯拉准掉到200以下……年底前实现，一年内260也难上去，立贴一年后见证。

2019-04-27

$特斯拉(TSLA)$ 感觉特斯拉还要跌，就是不知道还能熬多久。企业发展看领导者人品，这句是果然不错啊，飞扬跋扈自高自满的心态就看看他能走多远。

2021-02-17

$蓝城兄弟(BLCT)$从你上市就一直关注你，终于在起飞前两条买了你，干的漂亮！

2024-12-12

$特斯拉(TSLA)$ 作为以前因为做空亏了四分之三的仓，现在认识到自己的无知[捂脸] 改为买多，让本翻了四倍。必须无脑支持[冷漠] [龇牙]

2019-04-23

$迪士尼(DIS)$今晚135

2020-02-05

$特斯拉(TSLA)$ 后面才买期权的人以为到头了没想到还有10%收益[捂脸]

2024-12-18

英伟达不到120附近还是要观望，特斯拉最近应该会缓下来。有特斯拉的继续持有逢低补仓，英伟达合适的价位立即进去

2025-03-19

腾讯能不能趁着美股大跌，把股票的势走起来，外国资金引进来，就靠财报来话事了

2024-11-12

$特斯拉(TSLA)$ 五百都很有可能何况四百

2021-03-10

200手中一手[笑哭] ，是上天对我的眷顾吗[捂脸]

抱歉，原内容已删除

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[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380862771015880","isVote":1,"tweetType":1,"viewCount":2803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380860372574400,"gmtCreate":1734014526561,"gmtModify":1734014529217,"author":{"id":"3500884422895541","authorId":"3500884422895541","name":"默奈特","avatar":"https://static.tigerbbs.com/be32eec2b8fbb333a6464fcf4b3c0780","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500884422895541","idStr":"3500884422895541"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4188737809947572\">@搞钱才重要</a>:本来跟你是知己，后面知道马斯克的威力，该做多 [笑哭]//<a href=\"https://laohu8.com/U/4188737809947572\">@搞钱才重要</a>:做空特斯拉 [捂脸] [捂脸] [捂脸] [捂脸]","listText":"Replying to <a href=\"https://laohu8.com/U/4188737809947572\">@搞钱才重要</a>:本来跟你是知己，后面知道马斯克的威力，该做多 [笑哭]//<a 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[流泪]，操作需谨慎切记不可贪，想当年我亏的几万块美元的特斯拉和mara我就想哭 [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296570213683480","isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825206582,"gmtCreate":1634225018334,"gmtModify":1634225018334,"author":{"id":"3500884422895541","authorId":"3500884422895541","name":"默奈特","avatar":"https://static.tigerbbs.com/be32eec2b8fbb333a6464fcf4b3c0780","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500884422895541","idStr":"3500884422895541"},"themes":[],"htmlText":"学习","listText":"学习","text":"学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825206582","repostId":"822346856","repostType":1,"repost":{"id":822346856,"gmtCreate":1634095123234,"gmtModify":1744960743175,"author":{"id":"236893819455216","authorId":"236893819455216","name":"Gentle麦克斯","avatar":"https://static.tigerbbs.com/6b4fb5bfe7e696b8a12af76d618e75a0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"236893819455216","idStr":"236893819455216"},"themes":[],"title":"如何应对「浮盈」和「浮亏」","htmlText":"近3个月标普500涨了0.5%，恒生指数下跌9.17%，沪深300下跌2.75%，无论是美股，港股还是A股表现都不好，赚钱效应很低，科技股第三季度也都在震荡中，这个时候大家都没信心了，加上大家都在说的美联储Taper, 很多小伙伴更加迷茫了。对于我们个人投资者来讲，大部分都是损失厌恶型的，面对浮盈，希望能够获利了结，面对浮亏，往往会死扛，等到回本就赶紧卖掉，想想终于解套了，长舒一口气。而看到本来浮盈的股票，开始下跌，到后来浮亏10%以上，内心后悔不已，我想大部分投资者都经历过这样的心路历程。其实每一个投资者都是希望买入股票后就开始上涨，不会再跌破自己的成本，技术分析比较好的投资者会在支撑位置买股票或者突破位置买股票，有些则根据成交量来判断入场时机。但是，不管哪一种方法，都不能够保证买到的股票是价格最底的，关于择时的难度，相信大家都有体会。所以对于左侧交易者，在相对比较便宜的价格，在阶段支撑位置买入好的公司，本身就是一个合理的策略。随着宏观环境的变化，行业政策的变化，突发事件的影响等等，股价必定有浮盈和浮亏。如何理性客观的去看待这件事情呢？最关键的是你在买任何一只股票的时候，需要事先定义这是一笔短期投资，还是长期投资？如果是一笔短期投资，事先设置好止损，随着股价上涨分批卖出，或者设置浮动止盈。这样不管股票价格如何变动，进可攻，退可守。最重要的事，当你需要流动性的时候，也很容易变现，不会被套。这种策略虽然不一定能从鱼头吃到鱼尾，但是能吃到一大口肉，同时不会被刺扎到。本来短期投资希望在每一笔交易获得大比例盈利本来就是不现实，既要好的流动性，又要获得上涨全部收益，还要不被套牢，世界上没有那么好的事情。那么，如果当你从基本面分析来看，发现一直股票被严重低估或者看到未来几年非常好的成长性的时候，往往长期投资能获得比较好的确定性收益。这个长期投资计划是你在买入股票前就事先计划好的，跟股票","listText":"近3个月标普500涨了0.5%，恒生指数下跌9.17%，沪深300下跌2.75%，无论是美股，港股还是A股表现都不好，赚钱效应很低，科技股第三季度也都在震荡中，这个时候大家都没信心了，加上大家都在说的美联储Taper, 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很多小伙伴更加迷茫了。对于我们个人投资者来讲，大部分都是损失厌恶型的，面对浮盈，希望能够获利了结，面对浮亏，往往会死扛，等到回本就赶紧卖掉，想想终于解套了，长舒一口气。而看到本来浮盈的股票，开始下跌，到后来浮亏10%以上，内心后悔不已，我想大部分投资者都经历过这样的心路历程。其实每一个投资者都是希望买入股票后就开始上涨，不会再跌破自己的成本，技术分析比较好的投资者会在支撑位置买股票或者突破位置买股票，有些则根据成交量来判断入场时机。但是，不管哪一种方法，都不能够保证买到的股票是价格最底的，关于择时的难度，相信大家都有体会。所以对于左侧交易者，在相对比较便宜的价格，在阶段支撑位置买入好的公司，本身就是一个合理的策略。随着宏观环境的变化，行业政策的变化，突发事件的影响等等，股价必定有浮盈和浮亏。如何理性客观的去看待这件事情呢？最关键的是你在买任何一只股票的时候，需要事先定义这是一笔短期投资，还是长期投资？如果是一笔短期投资，事先设置好止损，随着股价上涨分批卖出，或者设置浮动止盈。这样不管股票价格如何变动，进可攻，退可守。最重要的事，当你需要流动性的时候，也很容易变现，不会被套。这种策略虽然不一定能从鱼头吃到鱼尾，但是能吃到一大口肉，同时不会被刺扎到。本来短期投资希望在每一笔交易获得大比例盈利本来就是不现实，既要好的流动性，又要获得上涨全部收益，还要不被套牢，世界上没有那么好的事情。那么，如果当你从基本面分析来看，发现一直股票被严重低估或者看到未来几年非常好的成长性的时候，往往长期投资能获得比较好的确定性收益。这个长期投资计划是你在买入股票前就事先计划好的，跟股票","images":[{"img":"https://static.tigerbbs.com/53583a7f40b93c6910da98ab8dd2a989","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822346856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323281550,"gmtCreate":1615345080170,"gmtModify":1703487661188,"author":{"id":"3500884422895541","authorId":"3500884422895541","name":"默奈特","avatar":"https://static.tigerbbs.com/be32eec2b8fbb333a6464fcf4b3c0780","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500884422895541","idStr":"3500884422895541"},"themes":[],"htmlText":"200手中一手[笑哭]&nbsp;，是上天对我的眷顾吗[捂脸]&nbsp;","listText":"200手中一手[笑哭]&nbsp;，是上天对我的眷顾吗[捂脸]&nbsp;","text":"200手中一手[笑哭] ，是上天对我的眷顾吗[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323281550","repostId":"1191877089","repostType":2,"isVote":1,"tweetType":1,"viewCount":5154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385309755,"gmtCreate":1613499759877,"gmtModify":1613499759877,"author":{"id":"3500884422895541","authorId":"3500884422895541","name":"默奈特","avatar":"https://static.tigerbbs.com/be32eec2b8fbb333a6464fcf4b3c0780","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500884422895541","idStr":"3500884422895541"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>从你上市就一直关注你，终于在起飞前两条买了你，干的漂亮！","listText":"<a 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后面才买期权的人以为到头了没想到还有10%收益[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915248372","isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":903660349,"gmtCreate":1556976747681,"gmtModify":1704801701772,"author":{"id":"3500884422895541","authorId":"3500884422895541","name":"默奈特","avatar":"https://static.tigerbbs.com/be32eec2b8fbb333a6464fcf4b3c0780","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500884422895541","idStr":"3500884422895541"},"themes":[],"htmlText":"说实在话要我花四倍以上的价格去买一块假肉我是不会干的，这种只能是有钱人的素食游戏。如果他能把售价降到同品质肉的一半或者三分之一，我相信那时候才是他飞黄腾达的时候","listText":"说实在话要我花四倍以上的价格去买一块假肉我是不会干的，这种只能是有钱人的素食游戏。如果他能把售价降到同品质肉的一半或者三分之一，我相信那时候才是他飞黄腾达的时候","text":"说实在话要我花四倍以上的价格去买一块假肉我是不会干的，这种只能是有钱人的素食游戏。如果他能把售价降到同品质肉的一半或者三分之一，我相信那时候才是他飞黄腾达的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/903660349","repostId":"1905790537","repostType":4,"isVote":1,"tweetType":1,"viewCount":4229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":903607924,"gmtCreate":1556908194468,"gmtModify":1704801651472,"author":{"id":"3500884422895541","authorId":"3500884422895541","name":"默奈特","avatar":"https://static.tigerbbs.com/be32eec2b8fbb333a6464fcf4b3c0780","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500884422895541","idStr":"3500884422895541"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/903607924","repostId":"903197154","repostType":1,"repost":{"id":903197154,"gmtCreate":1556877653978,"gmtModify":1744960431441,"author":{"id":"3466684903067182","authorId":"3466684903067182","name":"看遍世界景赚足天下钱","avatar":"https://static.tigerbbs.com/036367fd006fdcb94e383902a9d8277a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466684903067182","idStr":"3466684903067182"},"themes":[],"title":"顶级投资者的十大特征","htmlText":"瑞信董事总经理、全球金融策略首席Michael J. Mauboussin值其在华尔街激荡已满三十年之际，特地撰写了一篇特别版报告，将其过去三十年来总结的伟大投资者的十个特征与投资者共享。因为Mauboussin本人是股票分析师出身，且在哥伦比亚商学院教授了24年《证券分析》，所以其更偏向于从股票投资者的角度，来描述伟大投资者的特征。即便如此，十个特征中关于面对人类“心理陷阱”和“心理弱点”的挑战、对持仓仓位比例控制和对组合的构建等方面的“描述”，对于任何类型的投资均有普遍意义。 1. 对数字敏感 要成为成功的投资者必须要对数字敏感。虽然投资决策中很少涉及复杂的计算，但成功的投资者具有对数字和概率的“感觉”。 对数字敏感的重要体现之一，是理解财务报表。会计是一种商业语言，伟大的投资者对报表驾轻就熟，因为报表向他们展示了一家公司在过去和未来的表现。 熟稔财报的目标有两个，第一个是将财报的枯燥数字转换成体现公司价值精要的自由现金流（free cash flow)。计算自由现金流需要用公司的现金收益减去公司投资对现金的消耗，公司投资包括了流动资金投入、现金收购和资本开支等。自由现金流是扣除对未来发展投入的现金后，“剩余”的可向股东分配的现金量。 虽然收益是衡量公司经营表现最常用的指标，但伟大的投资者非常清楚收益增长跟价值增长是两回事。如果公司对未来的投资不足，或投资未能产生“合适”的收益，公司可以在增加收益的同时毁灭价值。所以精明的投资者一般更关注未来自由现金流的现值所代表的公司价值，而非公司当期收益情况。 熟稔财报的第二个目标是理解公司战略与价值创造间的联系。最简单的方法是对比同行业两家公司财报的每一条数据，从公司分配资源的方式推出其在行业竞争中所处的位置和所采取的竞争策略。 2. 理解价值（自由现金流的现值） 过去三十年金融市场发生了翻天覆地的变化，回头看看投资","listText":"瑞信董事总经理、全球金融策略首席Michael J. Mauboussin值其在华尔街激荡已满三十年之际，特地撰写了一篇特别版报告，将其过去三十年来总结的伟大投资者的十个特征与投资者共享。因为Mauboussin本人是股票分析师出身，且在哥伦比亚商学院教授了24年《证券分析》，所以其更偏向于从股票投资者的角度，来描述伟大投资者的特征。即便如此，十个特征中关于面对人类“心理陷阱”和“心理弱点”的挑战、对持仓仓位比例控制和对组合的构建等方面的“描述”，对于任何类型的投资均有普遍意义。 1. 对数字敏感 要成为成功的投资者必须要对数字敏感。虽然投资决策中很少涉及复杂的计算，但成功的投资者具有对数字和概率的“感觉”。 对数字敏感的重要体现之一，是理解财务报表。会计是一种商业语言，伟大的投资者对报表驾轻就熟，因为报表向他们展示了一家公司在过去和未来的表现。 熟稔财报的目标有两个，第一个是将财报的枯燥数字转换成体现公司价值精要的自由现金流（free cash flow)。计算自由现金流需要用公司的现金收益减去公司投资对现金的消耗，公司投资包括了流动资金投入、现金收购和资本开支等。自由现金流是扣除对未来发展投入的现金后，“剩余”的可向股东分配的现金量。 虽然收益是衡量公司经营表现最常用的指标，但伟大的投资者非常清楚收益增长跟价值增长是两回事。如果公司对未来的投资不足，或投资未能产生“合适”的收益，公司可以在增加收益的同时毁灭价值。所以精明的投资者一般更关注未来自由现金流的现值所代表的公司价值，而非公司当期收益情况。 熟稔财报的第二个目标是理解公司战略与价值创造间的联系。最简单的方法是对比同行业两家公司财报的每一条数据，从公司分配资源的方式推出其在行业竞争中所处的位置和所采取的竞争策略。 2. 理解价值（自由现金流的现值） 过去三十年金融市场发生了翻天覆地的变化，回头看看投资","text":"瑞信董事总经理、全球金融策略首席Michael J. 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很有竞争力啊 中国市场份额 有望大幅提高","text":"我觉得不会上海工厂9月就出国产特斯拉了 很有竞争力啊 中国市场份额 有望大幅提高","html":"我觉得不会上海工厂9月就出国产特斯拉了 很有竞争力啊 中国市场份额 有望大幅提高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909250491,"gmtCreate":1556427839013,"gmtModify":1704800584600,"author":{"id":"3500884422895541","authorId":"3500884422895541","name":"默奈特","avatar":"https://static.tigerbbs.com/be32eec2b8fbb333a6464fcf4b3c0780","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500884422895541","idStr":"3500884422895541"},"themes":[],"htmlText":"回复 @来来来干起来:超棒棒，看来炒期权还是大有可为//@来来来干起来:你是几个月做到的","listText":"回复 @来来来干起来:超棒棒，看来炒期权还是大有可为//@来来来干起来:你是几个月做到的","text":"回复 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