Ritaliang的个人主页 - 老虎社区

Ritaliang

Ritaliang

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IP属地：广东

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2主题

0勋章

2025-05-06

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-10-05

1和8，5和7

2024-10-02

//@33_Tiger:$老虎证券(TIGR)$ 周三晚上7点，快听实用期权策略！非常干货[财迷] [财迷] [财迷] $纳指100ETF(QQQ)$ $英伟达(NVDA)$

直播：期权策略指南：灵活应对市场波动

2023-09-05

老虎能买到美元的货币基金么

抱歉，原内容已删除

2021-11-16

行业高度集中的后果就是，得利者只是掌控资源的极少数人。假如互联网平台将所有2C的行业都清洗一遍，社会真的会变得更美好？我们每个人真的都能因“没有中间商赚差价”而获益？但愿我们不会因内卷而碰上中年危机，或者我们都能为随时到来的行业迭代而做好应对准备。//@哈哈哈哈哈hhh:市场的交给市场

抱歉，原内容已删除

2021-05-14

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-03-02

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-02-03

差点儿有机会入医美行业，进不去就做股东吧

抱歉，原内容已删除

2021-01-21

这篇文章不错，转发给大家看看

@荒野侦探:南下资金加速入港，SaaS赛道首选这六只！

2020-11-18

这篇文章不错，转发给大家看看

@话题虎:【话题】巴菲特卖苹果，重金出击疫苗股！虎友们，跟不跟？

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但愿我们不会因内卷而碰上中年危机，或者我们都能为随时到来的行业迭代而做好应对准备。//<a href=\"https://laohu8.com/U/3480885256072351\">@哈哈哈哈哈hhh</a>:市场的交给市场","listText":"行业高度集中的后果就是，得利者只是掌控资源的极少数人。假如互联网平台将所有2C的行业都清洗一遍，社会真的会变得更美好？我们每个人真的都能因“没有中间商赚差价”而获益？ 但愿我们不会因内卷而碰上中年危机，或者我们都能为随时到来的行业迭代而做好应对准备。//<a href=\"https://laohu8.com/U/3480885256072351\">@哈哈哈哈哈hhh</a>:市场的交给市场","text":"行业高度集中的后果就是，得利者只是掌控资源的极少数人。假如互联网平台将所有2C的行业都清洗一遍，社会真的会变得更美好？我们每个人真的都能因“没有中间商赚差价”而获益？ 但愿我们不会因内卷而碰上中年危机，或者我们都能为随时到来的行业迭代而做好应对准备。//@哈哈哈哈哈hhh:市场的交给市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871354074","repostId":"1122782195","repostType":2,"isVote":1,"tweetType":1,"viewCount":4909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198343029,"gmtCreate":1620937306861,"gmtModify":1620954516850,"author":{"id":"3537305190597017","authorId":"3537305190597017","name":"Ritaliang","avatar":"https://static.tigerbbs.com/7e8dcea0a2a9e3f6c2ba9fd44e4b5d84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537305190597017","authorIdStr":"3537305190597017"},"themes":[],"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/198343029","repostId":"2131653375","repostType":2,"isVote":1,"tweetType":1,"viewCount":2932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362456732,"gmtCreate":1614661279626,"gmtModify":1703479511341,"author":{"id":"3537305190597017","authorId":"3537305190597017","name":"Ritaliang","avatar":"https://static.tigerbbs.com/7e8dcea0a2a9e3f6c2ba9fd44e4b5d84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537305190597017","authorIdStr":"3537305190597017"},"themes":[],"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/362456732","repostId":"2114034843","repostType":4,"isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314927573,"gmtCreate":1612289391492,"gmtModify":1703760068406,"author":{"id":"3537305190597017","authorId":"3537305190597017","name":"Ritaliang","avatar":"https://static.tigerbbs.com/7e8dcea0a2a9e3f6c2ba9fd44e4b5d84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537305190597017","authorIdStr":"3537305190597017"},"themes":[],"htmlText":"差点儿有机会入医美行业，进不去就做股东吧","listText":"差点儿有机会入医美行业，进不去就做股东吧","text":"差点儿有机会入医美行业，进不去就做股东吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314927573","repostId":"2103169528","repostType":2,"isVote":1,"tweetType":1,"viewCount":4007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337485812,"gmtCreate":1611188635336,"gmtModify":1703748656442,"author":{"id":"3537305190597017","authorId":"3537305190597017","name":"Ritaliang","avatar":"https://static.tigerbbs.com/7e8dcea0a2a9e3f6c2ba9fd44e4b5d84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537305190597017","authorIdStr":"3537305190597017"},"themes":[],"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/337485812","repostId":"337908282","repostType":1,"repost":{"id":337908282,"gmtCreate":1611045069042,"gmtModify":1703747608926,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480300888703096","authorIdStr":"3480300888703096"},"themes":[],"title":"南下资金加速入港，SaaS赛道首选这六只！","htmlText":"自港股通开通以来，单日净流入金额超过100亿港元共有18天，有11天都发生在今年。 南下资金真是买疯了！ 当头部新经济标的买足之后，资金会偏向哪里呢。敏锐的虎友表示，消费龙头，SaaS概念（大A没有），生命科学或者医疗技术类，都会是备选方向。 而说到SaaS概念，前不久浦银国际发了份研报《中国SaaS行业：风至云起》，首次覆盖并推荐了行业6只优选标的：中国有赞、微盟、金山软件、用友网络、金蝶国际和明源云（顺序有先后）。这6只标的，以及这份研报的逻辑就值得关注了： 伴随着中国企业数字化升级的大趋势，中国SaaS行业将是长期受益的优质赛道。 疫情加速中国企业上云进程：今年以来，我国SaaS行业股价呈倍数增长，SaaS逐渐得到市场关注，为什么中国SaaS行业在这两年开始爆发？主要由于：1.政策持续利好，鼓励企业上云；2.企业付费意识逐步提升；3.中美贸易摩擦，受益于国产替代；4.人力成本上升，数字价值凸显；5.疫情是催化剂，进一步加速我国中小企业数字转型。 我国SaaS还处在早期，未来增长空间巨大：根据IDC，2019年我国企业级SaaS同比增长41%，未来五年年均复合增长37%，保持高速增长。中国GDP占全球的比例为16%，而SaaS占全球市场不到6%。此外，海外云计算市场以SaaS为主，占比58%，而我国云计算还处在早期，仍以IaaS为主，SaaS占比仅为28%。随着我国云计算基础设施建设逐渐成熟，SaaS领域将迎来爆发。 SaaS公司特点：高增长，多亏损：相对于传统软件的授权模式，SaaS通常采用订阅模式。SaaS厂商特点：由于行业处于早期，保持高速增长；相对标准化的产品，普遍高毛利；预收款模式，可以保证的相对健康现金流；订阅模式有利于增强公司未来收入的稳定性和可见性。当然，由于还在早期，SaaS厂商需要通过高研发费用来推出更多产品，高销售费用来抢占更多客户。所以SaaS","listText":"自港股通开通以来，单日净流入金额超过100亿港元共有18天，有11天都发生在今年。 南下资金真是买疯了！ 当头部新经济标的买足之后，资金会偏向哪里呢。敏锐的虎友表示，消费龙头，SaaS概念（大A没有），生命科学或者医疗技术类，都会是备选方向。 而说到SaaS概念，前不久浦银国际发了份研报《中国SaaS行业：风至云起》，首次覆盖并推荐了行业6只优选标的：中国有赞、微盟、金山软件、用友网络、金蝶国际和明源云（顺序有先后）。这6只标的，以及这份研报的逻辑就值得关注了： 伴随着中国企业数字化升级的大趋势，中国SaaS行业将是长期受益的优质赛道。 疫情加速中国企业上云进程：今年以来，我国SaaS行业股价呈倍数增长，SaaS逐渐得到市场关注，为什么中国SaaS行业在这两年开始爆发？主要由于：1.政策持续利好，鼓励企业上云；2.企业付费意识逐步提升；3.中美贸易摩擦，受益于国产替代；4.人力成本上升，数字价值凸显；5.疫情是催化剂，进一步加速我国中小企业数字转型。 我国SaaS还处在早期，未来增长空间巨大：根据IDC，2019年我国企业级SaaS同比增长41%，未来五年年均复合增长37%，保持高速增长。中国GDP占全球的比例为16%，而SaaS占全球市场不到6%。此外，海外云计算市场以SaaS为主，占比58%，而我国云计算还处在早期，仍以IaaS为主，SaaS占比仅为28%。随着我国云计算基础设施建设逐渐成熟，SaaS领域将迎来爆发。 SaaS公司特点：高增长，多亏损：相对于传统软件的授权模式，SaaS通常采用订阅模式。SaaS厂商特点：由于行业处于早期，保持高速增长；相对标准化的产品，普遍高毛利；预收款模式，可以保证的相对健康现金流；订阅模式有利于增强公司未来收入的稳定性和可见性。当然，由于还在早期，SaaS厂商需要通过高研发费用来推出更多产品，高销售费用来抢占更多客户。所以SaaS","text":"自港股通开通以来，单日净流入金额超过100亿港元共有18天，有11天都发生在今年。 南下资金真是买疯了！ 当头部新经济标的买足之后，资金会偏向哪里呢。敏锐的虎友表示，消费龙头，SaaS概念（大A没有），生命科学或者医疗技术类，都会是备选方向。 而说到SaaS概念，前不久浦银国际发了份研报《中国SaaS行业：风至云起》，首次覆盖并推荐了行业6只优选标的：中国有赞、微盟、金山软件、用友网络、金蝶国际和明源云（顺序有先后）。这6只标的，以及这份研报的逻辑就值得关注了： 伴随着中国企业数字化升级的大趋势，中国SaaS行业将是长期受益的优质赛道。 疫情加速中国企业上云进程：今年以来，我国SaaS行业股价呈倍数增长，SaaS逐渐得到市场关注，为什么中国SaaS行业在这两年开始爆发？主要由于：1.政策持续利好，鼓励企业上云；2.企业付费意识逐步提升；3.中美贸易摩擦，受益于国产替代；4.人力成本上升，数字价值凸显；5.疫情是催化剂，进一步加速我国中小企业数字转型。 我国SaaS还处在早期，未来增长空间巨大：根据IDC，2019年我国企业级SaaS同比增长41%，未来五年年均复合增长37%，保持高速增长。中国GDP占全球的比例为16%，而SaaS占全球市场不到6%。此外，海外云计算市场以SaaS为主，占比58%，而我国云计算还处在早期，仍以IaaS为主，SaaS占比仅为28%。随着我国云计算基础设施建设逐渐成熟，SaaS领域将迎来爆发。 SaaS公司特点：高增长，多亏损：相对于传统软件的授权模式，SaaS通常采用订阅模式。SaaS厂商特点：由于行业处于早期，保持高速增长；相对标准化的产品，普遍高毛利；预收款模式，可以保证的相对健康现金流；订阅模式有利于增强公司未来收入的稳定性和可见性。当然，由于还在早期，SaaS厂商需要通过高研发费用来推出更多产品，高销售费用来抢占更多客户。所以SaaS","images":[{"img":"https://static.tigerbbs.com/4f7a29cec82c75e6aeeda5dedf6a7ee5","width":"800","height":"1388"},{"img":"https://static.tigerbbs.com/beba0de182a11f3e8ffdfaf89215323a","width":"908","height":"563"},{"img":"https://static.tigerbbs.com/f7d7b194c111b7cf5bc1e0f6845bf6b7","width":"1048","height":"722"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337908282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390304577,"gmtCreate":1605709100899,"gmtModify":1703839127342,"author":{"id":"3537305190597017","authorId":"3537305190597017","name":"Ritaliang","avatar":"https://static.tigerbbs.com/7e8dcea0a2a9e3f6c2ba9fd44e4b5d84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537305190597017","authorIdStr":"3537305190597017"},"themes":[],"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":1,"repostSize":0,"link":"https://laohu8.com/post/390304577","repostId":"390064684","repostType":1,"repost":{"id":390064684,"gmtCreate":1605672840142,"gmtModify":1750507771912,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"【话题】巴菲特卖苹果，重金出击疫苗股！虎友们，跟不跟？","htmlText":"最近，巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 做了一些调仓： 卖了3000多万股苹果，不过，其实只是减少了3%，苹果占巴菲特组合的比例仍高达47.78%， 大概有9亿多股[捂脸]； 大幅减持黄金、银行股，其中<a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> ，坚持比例高达46%； 重金出击疫苗股，市值接近38亿美元，包含：2130万股<a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> 、370万股<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 、2997万股<a href=\"https://laohu8.com/S/BMY\">$施贵宝(BMY)$</a> 、2240万股<a href=\"https://laohu8.com/S/0O14.UK\">$德国默克(0O14.UK)$</a> 。 值得注意的是，此消息来源根据伯克希尔的最近3季度持仓报告，数据具有明显的延迟性。 另一方面，疫苗股利好消息也不断传出。 近日，另一家美国药企莫德纳<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 在11月16日，公布了其新冠疫苗III期实验报告，有效率高达94.5%。 随着新冠疫苗研发竞赛的进行，根据世界卫生组织的统计： 目前有12个新冠候选疫苗已经进入III期阶段，且有效性、安全性都比较明朗，到今年年底或明年年初，疫苗即有可能获得FDA或者欧盟批准上市。 ..&nbsp;... 最后，大家聊一聊： 虎友们，是否打算跟随股神一起出击医药股？ 这次股神会在医药股上，大赚特赚吗？ 精彩留言","listText":"最近，巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 做了一些调仓： 卖了3000多万股苹果，不过，其实只是减少了3%，苹果占巴菲特组合的比例仍高达47.78%， 大概有9亿多股[捂脸]； 大幅减持黄金、银行股，其中<a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> ，坚持比例高达46%； 重金出击疫苗股，市值接近38亿美元，包含：2130万股<a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> 、370万股<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 、2997万股<a href=\"https://laohu8.com/S/BMY\">$施贵宝(BMY)$</a> 、2240万股<a href=\"https://laohu8.com/S/0O14.UK\">$德国默克(0O14.UK)$</a> 。 值得注意的是，此消息来源根据伯克希尔的最近3季度持仓报告，数据具有明显的延迟性。 另一方面，疫苗股利好消息也不断传出。 近日，另一家美国药企莫德纳<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 在11月16日，公布了其新冠疫苗III期实验报告，有效率高达94.5%。 随着新冠疫苗研发竞赛的进行，根据世界卫生组织的统计： 目前有12个新冠候选疫苗已经进入III期阶段，且有效性、安全性都比较明朗，到今年年底或明年年初，疫苗即有可能获得FDA或者欧盟批准上市。 ..&nbsp;... 最后，大家聊一聊： 虎友们，是否打算跟随股神一起出击医药股？ 这次股神会在医药股上，大赚特赚吗？ 精彩留言","text":"最近，巴菲特的$伯克希尔(BRK.A)$ 做了一些调仓： 卖了3000多万股苹果，不过，其实只是减少了3%，苹果占巴菲特组合的比例仍高达47.78%， 大概有9亿多股[捂脸]； 大幅减持黄金、银行股，其中$富国银行(WFC)$ ，坚持比例高达46%； 重金出击疫苗股，市值接近38亿美元，包含：2130万股$艾伯维公司(ABBV)$ 、370万股$辉瑞(PFE)$ 、2997万股$施贵宝(BMY)$ 、2240万股$德国默克(0O14.UK)$ 。 值得注意的是，此消息来源根据伯克希尔的最近3季度持仓报告，数据具有明显的延迟性。 另一方面，疫苗股利好消息也不断传出。 近日，另一家美国药企莫德纳$Moderna, Inc.(MRNA)$ 在11月16日，公布了其新冠疫苗III期实验报告，有效率高达94.5%。 随着新冠疫苗研发竞赛的进行，根据世界卫生组织的统计： 目前有12个新冠候选疫苗已经进入III期阶段，且有效性、安全性都比较明朗，到今年年底或明年年初，疫苗即有可能获得FDA或者欧盟批准上市。 .. ... 最后，大家聊一聊： 虎友们，是否打算跟随股神一起出击医药股？ 这次股神会在医药股上，大赚特赚吗？ 精彩留言","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390064684","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1185,"gmtBegin":1605672904820,"gmtEnd":1606018483547,"type":1,"upper":1,"title":"你是否看好医药/疫苗股？","choices":[{"id":4450,"sort":1,"name":"看好，相信股神的眼光！","userSize":187,"voted":false},{"id":4451,"sort":2,"name":"不看好，时机未到！","userSize":57,"voted":false}]},"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6731,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":871354074,"gmtCreate":1637029035998,"gmtModify":1637029035998,"author":{"id":"3537305190597017","authorId":"3537305190597017","name":"Ritaliang","avatar":"https://static.tigerbbs.com/7e8dcea0a2a9e3f6c2ba9fd44e4b5d84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537305190597017","authorIdStr":"3537305190597017"},"themes":[],"htmlText":"行业高度集中的后果就是，得利者只是掌控资源的极少数人。假如互联网平台将所有2C的行业都清洗一遍，社会真的会变得更美好？我们每个人真的都能因“没有中间商赚差价”而获益？ 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但愿我们不会因内卷而碰上中年危机，或者我们都能为随时到来的行业迭代而做好应对准备。//@哈哈哈哈哈hhh:市场的交给市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871354074","repostId":"1122782195","repostType":2,"isVote":1,"tweetType":1,"viewCount":4909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390304577,"gmtCreate":1605709100899,"gmtModify":1703839127342,"author":{"id":"3537305190597017","authorId":"3537305190597017","name":"Ritaliang","avatar":"https://static.tigerbbs.com/7e8dcea0a2a9e3f6c2ba9fd44e4b5d84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537305190597017","authorIdStr":"3537305190597017"},"themes":[],"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":1,"repostSize":0,"link":"https://laohu8.com/post/390304577","repostId":"390064684","repostType":1,"repost":{"id":390064684,"gmtCreate":1605672840142,"gmtModify":1750507771912,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"【话题】巴菲特卖苹果，重金出击疫苗股！虎友们，跟不跟？","htmlText":"最近，巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 做了一些调仓： 卖了3000多万股苹果，不过，其实只是减少了3%，苹果占巴菲特组合的比例仍高达47.78%， 大概有9亿多股[捂脸]； 大幅减持黄金、银行股，其中<a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> ，坚持比例高达46%； 重金出击疫苗股，市值接近38亿美元，包含：2130万股<a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> 、370万股<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 、2997万股<a href=\"https://laohu8.com/S/BMY\">$施贵宝(BMY)$</a> 、2240万股<a href=\"https://laohu8.com/S/0O14.UK\">$德国默克(0O14.UK)$</a> 。 值得注意的是，此消息来源根据伯克希尔的最近3季度持仓报告，数据具有明显的延迟性。 另一方面，疫苗股利好消息也不断传出。 近日，另一家美国药企莫德纳<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 在11月16日，公布了其新冠疫苗III期实验报告，有效率高达94.5%。 随着新冠疫苗研发竞赛的进行，根据世界卫生组织的统计： 目前有12个新冠候选疫苗已经进入III期阶段，且有效性、安全性都比较明朗，到今年年底或明年年初，疫苗即有可能获得FDA或者欧盟批准上市。 ..&nbsp;... 最后，大家聊一聊： 虎友们，是否打算跟随股神一起出击医药股？ 这次股神会在医药股上，大赚特赚吗？ 精彩留言","listText":"最近，巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 做了一些调仓： 卖了3000多万股苹果，不过，其实只是减少了3%，苹果占巴菲特组合的比例仍高达47.78%， 大概有9亿多股[捂脸]； 大幅减持黄金、银行股，其中<a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> ，坚持比例高达46%； 重金出击疫苗股，市值接近38亿美元，包含：2130万股<a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> 、370万股<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 、2997万股<a href=\"https://laohu8.com/S/BMY\">$施贵宝(BMY)$</a> 、2240万股<a href=\"https://laohu8.com/S/0O14.UK\">$德国默克(0O14.UK)$</a> 。 值得注意的是，此消息来源根据伯克希尔的最近3季度持仓报告，数据具有明显的延迟性。 另一方面，疫苗股利好消息也不断传出。 近日，另一家美国药企莫德纳<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 在11月16日，公布了其新冠疫苗III期实验报告，有效率高达94.5%。 随着新冠疫苗研发竞赛的进行，根据世界卫生组织的统计： 目前有12个新冠候选疫苗已经进入III期阶段，且有效性、安全性都比较明朗，到今年年底或明年年初，疫苗即有可能获得FDA或者欧盟批准上市。 ..&nbsp;... 最后，大家聊一聊： 虎友们，是否打算跟随股神一起出击医药股？ 这次股神会在医药股上，大赚特赚吗？ 精彩留言","text":"最近，巴菲特的$伯克希尔(BRK.A)$ 做了一些调仓： 卖了3000多万股苹果，不过，其实只是减少了3%，苹果占巴菲特组合的比例仍高达47.78%， 大概有9亿多股[捂脸]； 大幅减持黄金、银行股，其中$富国银行(WFC)$ ，坚持比例高达46%； 重金出击疫苗股，市值接近38亿美元，包含：2130万股$艾伯维公司(ABBV)$ 、370万股$辉瑞(PFE)$ 、2997万股$施贵宝(BMY)$ 、2240万股$德国默克(0O14.UK)$ 。 值得注意的是，此消息来源根据伯克希尔的最近3季度持仓报告，数据具有明显的延迟性。 另一方面，疫苗股利好消息也不断传出。 近日，另一家美国药企莫德纳$Moderna, Inc.(MRNA)$ 在11月16日，公布了其新冠疫苗III期实验报告，有效率高达94.5%。 随着新冠疫苗研发竞赛的进行，根据世界卫生组织的统计： 目前有12个新冠候选疫苗已经进入III期阶段，且有效性、安全性都比较明朗，到今年年底或明年年初，疫苗即有可能获得FDA或者欧盟批准上市。 .. ... 最后，大家聊一聊： 虎友们，是否打算跟随股神一起出击医药股？ 这次股神会在医药股上，大赚特赚吗？ 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