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href=\"https://laohu8.com/TW/661819869\" target=\"_blank\">惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？</a>)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。<a target=\"_blank\" href=\"https://laohu8.com/S/VIX\"></a><a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","listText":"本周市场的关注点，重点在即将公布的美联储FOMC会议纪要，以及9月CPI数据。美联储9月货币政策会议纪要公布时间北京时间周四凌晨2点，回顾9月21日美联储公布经济预期，当日市场直线跳水，三大股指均刷新近2月新低。根据会议发布的利率点阵图，预期中值今年年内进一步加息125个基点，年内美联储已仅剩下两场议息会议。(前文指路→<a href=\"https://laohu8.com/TW/661819869\" target=\"_blank\">惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？</a>)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。<a target=\"_blank\" href=\"https://laohu8.com/S/VIX\"></a><a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","text":"本周市场的关注点，重点在即将公布的美联储FOMC会议纪要，以及9月CPI数据。美联储9月货币政策会议纪要公布时间北京时间周四凌晨2点，回顾9月21日美联储公布经济预期，当日市场直线跳水，三大股指均刷新近2月新低。根据会议发布的利率点阵图，预期中值今年年内进一步加息125个基点，年内美联储已仅剩下两场议息会议。(前文指路→惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。$标普500波动率指数(VIX)$ 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","images":[{"img":"https://static.tigerbbs.com/43cf79f1b9c4446e086806dc392d8ed2","width":"840","height":"470"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666861289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662000156,"gmtCreate":1666045424575,"gmtModify":1666045427278,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662000156","repostId":"666686546","repostType":1,"repost":{"id":666686546,"gmtCreate":1665624695585,"gmtModify":1665624731079,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🔥【10月13日】三大指数齐跌，特朗普概念股盘后逆市拉升！今天买点啥？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月13日讯，仍将大幅加息？隔夜美股纳指、标普6连跌。港股恒指平开，国指跌0.15%，恒生科技指数跌0.28%。盘面上，大型科技股继续下跌，百度、京东、网易、美团小幅下跌，<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 跌3.65%。燃气股继续走低，内银股、乳制品股、体育用品股、手机概念股多数下跌，<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$</a> 再跌近5%。另一方面，生物科技股大涨，百济神州、科济药业均大涨近15%，电子烟概念股思摩尔国际延续昨日上涨，餐饮股、光伏股、铝业股纷纷反弹，中国铝业涨超4%。美股市场美国9月PPI通胀超预期，美联储会议纪要鹰派支持继续加息至限制增长水平。纳指再创两年新低，与标普指数均录得连续第6个交易日下跌。此外，市场等待即将在周四发布的9月CPI通胀数据。经济和需求堪忧，以及鹰派加息预期下的美元走强。截止收盘，标普500指数跌0.33%，纳斯达克指数跌0.09%，道琼斯指数跌0.1%。标普500指数和纳指日线六连跌，标普500指数收于2020年11月以来最低水平，纳指续创2020年7月来新低。世纪铝业涨超9%，美国铝业公司涨超5%，白宫表示，考虑禁止进口俄罗斯铝。大型科技股多数上涨，<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨超3%，谷歌、亚马逊、微软小幅上涨，苹果、脸书小幅下跌。荷兰健康科技公司飞利浦的欧股和美股均跌约12%，发布第三季度盈利预警，核心利润或同比骤降60%。周三盘后，谷歌将特朗普创办的社交媒体平台Truth Social加入谷歌Play应用商店。此前在","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月13日讯，仍将大幅加息？隔夜美股纳指、标普6连跌。港股恒指平开，国指跌0.15%，恒生科技指数跌0.28%。盘面上，大型科技股继续下跌，百度、京东、网易、美团小幅下跌，<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 跌3.65%。燃气股继续走低，内银股、乳制品股、体育用品股、手机概念股多数下跌，<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$</a> 再跌近5%。另一方面，生物科技股大涨，百济神州、科济药业均大涨近15%，电子烟概念股思摩尔国际延续昨日上涨，餐饮股、光伏股、铝业股纷纷反弹，中国铝业涨超4%。美股市场美国9月PPI通胀超预期，美联储会议纪要鹰派支持继续加息至限制增长水平。纳指再创两年新低，与标普指数均录得连续第6个交易日下跌。此外，市场等待即将在周四发布的9月CPI通胀数据。经济和需求堪忧，以及鹰派加息预期下的美元走强。截止收盘，标普500指数跌0.33%，纳斯达克指数跌0.09%，道琼斯指数跌0.1%。标普500指数和纳指日线六连跌，标普500指数收于2020年11月以来最低水平，纳指续创2020年7月来新低。世纪铝业涨超9%，美国铝业公司涨超5%，白宫表示，考虑禁止进口俄罗斯铝。大型科技股多数上涨，<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨超3%，谷歌、亚马逊、微软小幅上涨，苹果、脸书小幅下跌。荷兰健康科技公司飞利浦的欧股和美股均跌约12%，发布第三季度盈利预警，核心利润或同比骤降60%。周三盘后，谷歌将特朗普创办的社交媒体平台Truth Social加入谷歌Play应用商店。此前在","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月13日讯，仍将大幅加息？隔夜美股纳指、标普6连跌。港股恒指平开，国指跌0.15%，恒生科技指数跌0.28%。盘面上，大型科技股继续下跌，百度、京东、网易、美团小幅下跌，$哔哩哔哩-W(09626)$ 跌3.65%。燃气股继续走低，内银股、乳制品股、体育用品股、手机概念股多数下跌，$招商银行(03968)$ 再跌近5%。另一方面，生物科技股大涨，百济神州、科济药业均大涨近15%，电子烟概念股思摩尔国际延续昨日上涨，餐饮股、光伏股、铝业股纷纷反弹，中国铝业涨超4%。美股市场美国9月PPI通胀超预期，美联储会议纪要鹰派支持继续加息至限制增长水平。纳指再创两年新低，与标普指数均录得连续第6个交易日下跌。此外，市场等待即将在周四发布的9月CPI通胀数据。经济和需求堪忧，以及鹰派加息预期下的美元走强。截止收盘，标普500指数跌0.33%，纳斯达克指数跌0.09%，道琼斯指数跌0.1%。标普500指数和纳指日线六连跌，标普500指数收于2020年11月以来最低水平，纳指续创2020年7月来新低。世纪铝业涨超9%，美国铝业公司涨超5%，白宫表示，考虑禁止进口俄罗斯铝。大型科技股多数上涨，$奈飞(NFLX)$ 涨超3%，谷歌、亚马逊、微软小幅上涨，苹果、脸书小幅下跌。荷兰健康科技公司飞利浦的欧股和美股均跌约12%，发布第三季度盈利预警，核心利润或同比骤降60%。周三盘后，谷歌将特朗普创办的社交媒体平台Truth Social加入谷歌Play应用商店。此前在","images":[{"img":"https://static.tigerbbs.com/e1aa85d877f7de11266bca6ef191ed92","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666686546","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662000391,"gmtCreate":1666045416913,"gmtModify":1666045419542,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662000391","repostId":"666861289","repostType":1,"repost":{"id":666861289,"gmtCreate":1665555785041,"gmtModify":1665556726993,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"美联储CPI重磅数据袭来！美股能否绝地反击？","htmlText":"本周市场的关注点，重点在即将公布的美联储FOMC会议纪要，以及9月CPI数据。美联储9月货币政策会议纪要公布时间北京时间周四凌晨2点，回顾9月21日美联储公布经济预期，当日市场直线跳水，三大股指均刷新近2月新低。根据会议发布的利率点阵图，预期中值今年年内进一步加息125个基点，年内美联储已仅剩下两场议息会议。(前文指路→<a href=\"https://laohu8.com/TW/661819869\" target=\"_blank\">惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？</a>)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。<a target=\"_blank\" href=\"https://laohu8.com/S/VIX\"></a><a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","listText":"本周市场的关注点，重点在即将公布的美联储FOMC会议纪要，以及9月CPI数据。美联储9月货币政策会议纪要公布时间北京时间周四凌晨2点，回顾9月21日美联储公布经济预期，当日市场直线跳水，三大股指均刷新近2月新低。根据会议发布的利率点阵图，预期中值今年年内进一步加息125个基点，年内美联储已仅剩下两场议息会议。(前文指路→<a href=\"https://laohu8.com/TW/661819869\" target=\"_blank\">惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？</a>)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。<a target=\"_blank\" href=\"https://laohu8.com/S/VIX\"></a><a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","text":"本周市场的关注点，重点在即将公布的美联储FOMC会议纪要，以及9月CPI数据。美联储9月货币政策会议纪要公布时间北京时间周四凌晨2点，回顾9月21日美联储公布经济预期，当日市场直线跳水，三大股指均刷新近2月新低。根据会议发布的利率点阵图，预期中值今年年内进一步加息125个基点，年内美联储已仅剩下两场议息会议。(前文指路→惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。$标普500波动率指数(VIX)$ 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","images":[{"img":"https://static.tigerbbs.com/43cf79f1b9c4446e086806dc392d8ed2","width":"840","height":"470"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666861289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662000992,"gmtCreate":1666045402416,"gmtModify":1666045404863,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662000992","repostId":"666307450","repostType":1,"repost":{"id":666307450,"gmtCreate":1665402348171,"gmtModify":1665402638414,"author":{"id":"3557456737378186","authorId":"3557456737378186","name":"梅姨求索记","avatar":"https://static.tigerbbs.com/bed4d22bba1c68ddec68b8763471a172","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"刺激了！现在到底多便宜了？","htmlText":"哇哦，没想到节后第一天就这么刺激，大盘直接跌破了3000点！再看看昨天你们的投票，50%看跌，看来都是久经沙场的老韭菜了，已经会给大A把脉了……跌的这么猛，大家都知道现在应该算便宜了吧？毕竟已经3000点以下了，应该没人会说贵了吧？但是，这一跌之后，到底有多便宜了呢？梅姨拉了几个主要指数的点位和估值，我们和4月底比较一下。今天上证指数收盘2974.15点，4月底的时候最低到过2863.65点，按市盈率来算，还有3.5%的下跌空间；值得一提的是，今天沪深300盘中最低到了3715.71点，收于3720.94点，均比4月底最低3757.09点还要低，再创历史新低！今天沪深300市盈率也来到了11倍，比4月底时居然还要便宜2.2%。所以，梅姨今天又加了点沪深300，底部区域安全边际够大，怎么买都安心。当然了，如果不跟4月底比，跟历史最低点比呢？梅姨在《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道，还有多少下跌空间吗？</a>》中也说过，沪深300历史最低点发生在2014年，当时市盈率是8.03倍，那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2，处于历史9.36%的历史分位，也是低估，但比4月底还是贵了一些。再来看代表A股整体的中证全指，9月19日写《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道，还有多少下跌空间吗？</a>》时，中证全指当时距离4月底还有10%的下跌空间。今天这一跌，就只有5%的下跌空间了。距离前低又近了一步~总之吧，你看，上证指数、沪深300、创业板指、中证全指，距离4月底基本都在5%以内了，尤其沪深300比4月底都低了。而且今天中证全指的日","listText":"哇哦，没想到节后第一天就这么刺激，大盘直接跌破了3000点！再看看昨天你们的投票，50%看跌，看来都是久经沙场的老韭菜了，已经会给大A把脉了……跌的这么猛，大家都知道现在应该算便宜了吧？毕竟已经3000点以下了，应该没人会说贵了吧？但是，这一跌之后，到底有多便宜了呢？梅姨拉了几个主要指数的点位和估值，我们和4月底比较一下。今天上证指数收盘2974.15点，4月底的时候最低到过2863.65点，按市盈率来算，还有3.5%的下跌空间；值得一提的是，今天沪深300盘中最低到了3715.71点，收于3720.94点，均比4月底最低3757.09点还要低，再创历史新低！今天沪深300市盈率也来到了11倍，比4月底时居然还要便宜2.2%。所以，梅姨今天又加了点沪深300，底部区域安全边际够大，怎么买都安心。当然了，如果不跟4月底比，跟历史最低点比呢？梅姨在《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道，还有多少下跌空间吗？</a>》中也说过，沪深300历史最低点发生在2014年，当时市盈率是8.03倍，那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2，处于历史9.36%的历史分位，也是低估，但比4月底还是贵了一些。再来看代表A股整体的中证全指，9月19日写《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道，还有多少下跌空间吗？</a>》时，中证全指当时距离4月底还有10%的下跌空间。今天这一跌，就只有5%的下跌空间了。距离前低又近了一步~总之吧，你看，上证指数、沪深300、创业板指、中证全指，距离4月底基本都在5%以内了，尤其沪深300比4月底都低了。而且今天中证全指的日","text":"哇哦，没想到节后第一天就这么刺激，大盘直接跌破了3000点！再看看昨天你们的投票，50%看跌，看来都是久经沙场的老韭菜了，已经会给大A把脉了……跌的这么猛，大家都知道现在应该算便宜了吧？毕竟已经3000点以下了，应该没人会说贵了吧？但是，这一跌之后，到底有多便宜了呢？梅姨拉了几个主要指数的点位和估值，我们和4月底比较一下。今天上证指数收盘2974.15点，4月底的时候最低到过2863.65点，按市盈率来算，还有3.5%的下跌空间；值得一提的是，今天沪深300盘中最低到了3715.71点，收于3720.94点，均比4月底最低3757.09点还要低，再创历史新低！今天沪深300市盈率也来到了11倍，比4月底时居然还要便宜2.2%。所以，梅姨今天又加了点沪深300，底部区域安全边际够大，怎么买都安心。当然了，如果不跟4月底比，跟历史最低点比呢？梅姨在《你知道，还有多少下跌空间吗？》中也说过，沪深300历史最低点发生在2014年，当时市盈率是8.03倍，那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2，处于历史9.36%的历史分位，也是低估，但比4月底还是贵了一些。再来看代表A股整体的中证全指，9月19日写《你知道，还有多少下跌空间吗？》时，中证全指当时距离4月底还有10%的下跌空间。今天这一跌，就只有5%的下跌空间了。距离前低又近了一步~总之吧，你看，上证指数、沪深300、创业板指、中证全指，距离4月底基本都在5%以内了，尤其沪深300比4月底都低了。而且今天中证全指的日","images":[{"img":"https://static.tigerbbs.com/3c5a8f4966dc121ca3e4e6c5b62458f3","width":"632","height":"636"},{"img":"https://static.tigerbbs.com/8af4a282d5b38ae424b5f723cef5c0f8","width":"632","height":"195"},{"img":"https://static.tigerbbs.com/375b4de7ca1b0d6808c933c6857110f3","width":"632","height":"241"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666307450","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666777730,"gmtCreate":1666045341020,"gmtModify":1666045343656,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666777730","repostId":"666686546","repostType":1,"repost":{"id":666686546,"gmtCreate":1665624695585,"gmtModify":1665624731079,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🔥【10月13日】三大指数齐跌，特朗普概念股盘后逆市拉升！今天买点啥？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月13日讯，仍将大幅加息？隔夜美股纳指、标普6连跌。港股恒指平开，国指跌0.15%，恒生科技指数跌0.28%。盘面上，大型科技股继续下跌，百度、京东、网易、美团小幅下跌，<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 跌3.65%。燃气股继续走低，内银股、乳制品股、体育用品股、手机概念股多数下跌，<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$</a> 再跌近5%。另一方面，生物科技股大涨，百济神州、科济药业均大涨近15%，电子烟概念股思摩尔国际延续昨日上涨，餐饮股、光伏股、铝业股纷纷反弹，中国铝业涨超4%。美股市场美国9月PPI通胀超预期，美联储会议纪要鹰派支持继续加息至限制增长水平。纳指再创两年新低，与标普指数均录得连续第6个交易日下跌。此外，市场等待即将在周四发布的9月CPI通胀数据。经济和需求堪忧，以及鹰派加息预期下的美元走强。截止收盘，标普500指数跌0.33%，纳斯达克指数跌0.09%，道琼斯指数跌0.1%。标普500指数和纳指日线六连跌，标普500指数收于2020年11月以来最低水平，纳指续创2020年7月来新低。世纪铝业涨超9%，美国铝业公司涨超5%，白宫表示，考虑禁止进口俄罗斯铝。大型科技股多数上涨，<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨超3%，谷歌、亚马逊、微软小幅上涨，苹果、脸书小幅下跌。荷兰健康科技公司飞利浦的欧股和美股均跌约12%，发布第三季度盈利预警，核心利润或同比骤降60%。周三盘后，谷歌将特朗普创办的社交媒体平台Truth Social加入谷歌Play应用商店。此前在","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月13日讯，仍将大幅加息？隔夜美股纳指、标普6连跌。港股恒指平开，国指跌0.15%，恒生科技指数跌0.28%。盘面上，大型科技股继续下跌，百度、京东、网易、美团小幅下跌，<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 跌3.65%。燃气股继续走低，内银股、乳制品股、体育用品股、手机概念股多数下跌，<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$</a> 再跌近5%。另一方面，生物科技股大涨，百济神州、科济药业均大涨近15%，电子烟概念股思摩尔国际延续昨日上涨，餐饮股、光伏股、铝业股纷纷反弹，中国铝业涨超4%。美股市场美国9月PPI通胀超预期，美联储会议纪要鹰派支持继续加息至限制增长水平。纳指再创两年新低，与标普指数均录得连续第6个交易日下跌。此外，市场等待即将在周四发布的9月CPI通胀数据。经济和需求堪忧，以及鹰派加息预期下的美元走强。截止收盘，标普500指数跌0.33%，纳斯达克指数跌0.09%，道琼斯指数跌0.1%。标普500指数和纳指日线六连跌，标普500指数收于2020年11月以来最低水平，纳指续创2020年7月来新低。世纪铝业涨超9%，美国铝业公司涨超5%，白宫表示，考虑禁止进口俄罗斯铝。大型科技股多数上涨，<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨超3%，谷歌、亚马逊、微软小幅上涨，苹果、脸书小幅下跌。荷兰健康科技公司飞利浦的欧股和美股均跌约12%，发布第三季度盈利预警，核心利润或同比骤降60%。周三盘后，谷歌将特朗普创办的社交媒体平台Truth Social加入谷歌Play应用商店。此前在","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月13日讯，仍将大幅加息？隔夜美股纳指、标普6连跌。港股恒指平开，国指跌0.15%，恒生科技指数跌0.28%。盘面上，大型科技股继续下跌，百度、京东、网易、美团小幅下跌，$哔哩哔哩-W(09626)$ 跌3.65%。燃气股继续走低，内银股、乳制品股、体育用品股、手机概念股多数下跌，$招商银行(03968)$ 再跌近5%。另一方面，生物科技股大涨，百济神州、科济药业均大涨近15%，电子烟概念股思摩尔国际延续昨日上涨，餐饮股、光伏股、铝业股纷纷反弹，中国铝业涨超4%。美股市场美国9月PPI通胀超预期，美联储会议纪要鹰派支持继续加息至限制增长水平。纳指再创两年新低，与标普指数均录得连续第6个交易日下跌。此外，市场等待即将在周四发布的9月CPI通胀数据。经济和需求堪忧，以及鹰派加息预期下的美元走强。截止收盘，标普500指数跌0.33%，纳斯达克指数跌0.09%，道琼斯指数跌0.1%。标普500指数和纳指日线六连跌，标普500指数收于2020年11月以来最低水平，纳指续创2020年7月来新低。世纪铝业涨超9%，美国铝业公司涨超5%，白宫表示，考虑禁止进口俄罗斯铝。大型科技股多数上涨，$奈飞(NFLX)$ 涨超3%，谷歌、亚马逊、微软小幅上涨，苹果、脸书小幅下跌。荷兰健康科技公司飞利浦的欧股和美股均跌约12%，发布第三季度盈利预警，核心利润或同比骤降60%。周三盘后，谷歌将特朗普创办的社交媒体平台Truth Social加入谷歌Play应用商店。此前在","images":[{"img":"https://static.tigerbbs.com/e1aa85d877f7de11266bca6ef191ed92","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666686546","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666777436,"gmtCreate":1666045333325,"gmtModify":1666045337629,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666777436","repostId":"666861289","repostType":1,"repost":{"id":666861289,"gmtCreate":1665555785041,"gmtModify":1665556726993,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"美联储CPI重磅数据袭来！美股能否绝地反击？","htmlText":"本周市场的关注点，重点在即将公布的美联储FOMC会议纪要，以及9月CPI数据。美联储9月货币政策会议纪要公布时间北京时间周四凌晨2点，回顾9月21日美联储公布经济预期，当日市场直线跳水，三大股指均刷新近2月新低。根据会议发布的利率点阵图，预期中值今年年内进一步加息125个基点，年内美联储已仅剩下两场议息会议。(前文指路→<a href=\"https://laohu8.com/TW/661819869\" target=\"_blank\">惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？</a>)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。<a target=\"_blank\" href=\"https://laohu8.com/S/VIX\"></a><a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","listText":"本周市场的关注点，重点在即将公布的美联储FOMC会议纪要，以及9月CPI数据。美联储9月货币政策会议纪要公布时间北京时间周四凌晨2点，回顾9月21日美联储公布经济预期，当日市场直线跳水，三大股指均刷新近2月新低。根据会议发布的利率点阵图，预期中值今年年内进一步加息125个基点，年内美联储已仅剩下两场议息会议。(前文指路→<a href=\"https://laohu8.com/TW/661819869\" target=\"_blank\">惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？</a>)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。<a target=\"_blank\" href=\"https://laohu8.com/S/VIX\"></a><a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","text":"本周市场的关注点，重点在即将公布的美联储FOMC会议纪要，以及9月CPI数据。美联储9月货币政策会议纪要公布时间北京时间周四凌晨2点，回顾9月21日美联储公布经济预期，当日市场直线跳水，三大股指均刷新近2月新低。根据会议发布的利率点阵图，预期中值今年年内进一步加息125个基点，年内美联储已仅剩下两场议息会议。(前文指路→惊魂一夜！美联储鹰派暴击，美股直线跳水，你怎么看？)上周公布了9月非农就业报告，数据比预期的高，失业率还下降到了半个世纪来低谷。一再激进加息，美国劳动力市场依旧保持韧性，也就意味着美联储转鸽希望不大了，反到11月加息75基点的可能性加大。因此，北京时间周四20：30即将公布的CPI的数据，也将成为美联储决定11月是否再次加75个基点的指标。$标普500波动率指数(VIX)$ 恐慌指数上升3.64%至33.63，创下近三月新高。来源FactSet的数据显示，经济学家预计，美国9月CPI同比将从8月份的8.3%小幅放缓至8.1%，环比涨幅预计将从0.1%升至0.2%，剔除掉波动较大的食品和能源类别后，9月核心CPI将从去年同期的6.3%升至6.5%，但环比涨幅从8月份的0.6%放缓至0.4%。第一种猜测：实际数据符合预期预示着物价上涨或将接近尾声，但通胀依然非常高，美联储极有可能重申鹰派立场，11月再度加息75个基点。第二种猜测：实际数据超出预期摩根大通表示，如果9月份CPI数据介于8.1% - 8.3%之间，那么可能出现“买盘力量**”行情，标普500指","images":[{"img":"https://static.tigerbbs.com/43cf79f1b9c4446e086806dc392d8ed2","width":"840","height":"470"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666861289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666777532,"gmtCreate":1666045326227,"gmtModify":1666045330416,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666777532","repostId":"666307450","repostType":1,"repost":{"id":666307450,"gmtCreate":1665402348171,"gmtModify":1665402638414,"author":{"id":"3557456737378186","authorId":"3557456737378186","name":"梅姨求索记","avatar":"https://static.tigerbbs.com/bed4d22bba1c68ddec68b8763471a172","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"刺激了！现在到底多便宜了？","htmlText":"哇哦，没想到节后第一天就这么刺激，大盘直接跌破了3000点！再看看昨天你们的投票，50%看跌，看来都是久经沙场的老韭菜了，已经会给大A把脉了……跌的这么猛，大家都知道现在应该算便宜了吧？毕竟已经3000点以下了，应该没人会说贵了吧？但是，这一跌之后，到底有多便宜了呢？梅姨拉了几个主要指数的点位和估值，我们和4月底比较一下。今天上证指数收盘2974.15点，4月底的时候最低到过2863.65点，按市盈率来算，还有3.5%的下跌空间；值得一提的是，今天沪深300盘中最低到了3715.71点，收于3720.94点，均比4月底最低3757.09点还要低，再创历史新低！今天沪深300市盈率也来到了11倍，比4月底时居然还要便宜2.2%。所以，梅姨今天又加了点沪深300，底部区域安全边际够大，怎么买都安心。当然了，如果不跟4月底比，跟历史最低点比呢？梅姨在《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道，还有多少下跌空间吗？</a>》中也说过，沪深300历史最低点发生在2014年，当时市盈率是8.03倍，那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2，处于历史9.36%的历史分位，也是低估，但比4月底还是贵了一些。再来看代表A股整体的中证全指，9月19日写《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道，还有多少下跌空间吗？</a>》时，中证全指当时距离4月底还有10%的下跌空间。今天这一跌，就只有5%的下跌空间了。距离前低又近了一步~总之吧，你看，上证指数、沪深300、创业板指、中证全指，距离4月底基本都在5%以内了，尤其沪深300比4月底都低了。而且今天中证全指的日","listText":"哇哦，没想到节后第一天就这么刺激，大盘直接跌破了3000点！再看看昨天你们的投票，50%看跌，看来都是久经沙场的老韭菜了，已经会给大A把脉了……跌的这么猛，大家都知道现在应该算便宜了吧？毕竟已经3000点以下了，应该没人会说贵了吧？但是，这一跌之后，到底有多便宜了呢？梅姨拉了几个主要指数的点位和估值，我们和4月底比较一下。今天上证指数收盘2974.15点，4月底的时候最低到过2863.65点，按市盈率来算，还有3.5%的下跌空间；值得一提的是，今天沪深300盘中最低到了3715.71点，收于3720.94点，均比4月底最低3757.09点还要低，再创历史新低！今天沪深300市盈率也来到了11倍，比4月底时居然还要便宜2.2%。所以，梅姨今天又加了点沪深300，底部区域安全边际够大，怎么买都安心。当然了，如果不跟4月底比，跟历史最低点比呢？梅姨在《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道，还有多少下跌空间吗？</a>》中也说过，沪深300历史最低点发生在2014年，当时市盈率是8.03倍，那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2，处于历史9.36%的历史分位，也是低估，但比4月底还是贵了一些。再来看代表A股整体的中证全指，9月19日写《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道，还有多少下跌空间吗？</a>》时，中证全指当时距离4月底还有10%的下跌空间。今天这一跌，就只有5%的下跌空间了。距离前低又近了一步~总之吧，你看，上证指数、沪深300、创业板指、中证全指，距离4月底基本都在5%以内了，尤其沪深300比4月底都低了。而且今天中证全指的日","text":"哇哦，没想到节后第一天就这么刺激，大盘直接跌破了3000点！再看看昨天你们的投票，50%看跌，看来都是久经沙场的老韭菜了，已经会给大A把脉了……跌的这么猛，大家都知道现在应该算便宜了吧？毕竟已经3000点以下了，应该没人会说贵了吧？但是，这一跌之后，到底有多便宜了呢？梅姨拉了几个主要指数的点位和估值，我们和4月底比较一下。今天上证指数收盘2974.15点，4月底的时候最低到过2863.65点，按市盈率来算，还有3.5%的下跌空间；值得一提的是，今天沪深300盘中最低到了3715.71点，收于3720.94点，均比4月底最低3757.09点还要低，再创历史新低！今天沪深300市盈率也来到了11倍，比4月底时居然还要便宜2.2%。所以，梅姨今天又加了点沪深300，底部区域安全边际够大，怎么买都安心。当然了，如果不跟4月底比，跟历史最低点比呢？梅姨在《你知道，还有多少下跌空间吗？》中也说过，沪深300历史最低点发生在2014年，当时市盈率是8.03倍，那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2，处于历史9.36%的历史分位，也是低估，但比4月底还是贵了一些。再来看代表A股整体的中证全指，9月19日写《你知道，还有多少下跌空间吗？》时，中证全指当时距离4月底还有10%的下跌空间。今天这一跌，就只有5%的下跌空间了。距离前低又近了一步~总之吧，你看，上证指数、沪深300、创业板指、中证全指，距离4月底基本都在5%以内了，尤其沪深300比4月底都低了。而且今天中证全指的日","images":[{"img":"https://static.tigerbbs.com/3c5a8f4966dc121ca3e4e6c5b62458f3","width":"632","height":"636"},{"img":"https://static.tigerbbs.com/8af4a282d5b38ae424b5f723cef5c0f8","width":"632","height":"195"},{"img":"https://static.tigerbbs.com/375b4de7ca1b0d6808c933c6857110f3","width":"632","height":"241"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666307450","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666777286,"gmtCreate":1666045303045,"gmtModify":1666056825344,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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《第六次操作》 今晚大盘居然暴涨了，大家挣钱了没有？ 今晚小挣了一点，离归零又远了一点点，继续努力。<a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a><a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a> 最近市场比较敏感，波动幅度都很大。 本周五还有非农数据，目前多空都不好判断，先买入一手宽跨式期权，保持盘感和试错，等待周四再加大仓位赌一下非农数控。","listText":"【实盘挑战：操作一百次，资产不归零系列】 《第六次操作》 今晚大盘居然暴涨了，大家挣钱了没有？ 今晚小挣了一点，离归零又远了一点点，继续努力。<a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a><a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a> 最近市场比较敏感，波动幅度都很大。 本周五还有非农数据，目前多空都不好判断，先买入一手宽跨式期权，保持盘感和试错，等待周四再加大仓位赌一下非农数控。","text":"【实盘挑战：操作一百次，资产不归零系列】 《第六次操作》 今晚大盘居然暴涨了，大家挣钱了没有？ 今晚小挣了一点，离归零又远了一点点，继续努力。$纳指ETF(QQQ)$$标普500(.SPX)$ $Cassava Sciences Inc(SAVA)$ 最近市场比较敏感，波动幅度都很大。 本周五还有非农数据，目前多空都不好判断，先买入一手宽跨式期权，保持盘感和试错，等待周四再加大仓位赌一下非农数控。","images":[{"img":"https://static.tigerbbs.com/9738cd84a9929a55882648cb07bd27f1","width":"1200","height":"2640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668594341","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666486628,"gmtCreate":1665877356565,"gmtModify":1665877359308,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666486628","repostId":"668508725","repostType":1,"repost":{"id":668508725,"gmtCreate":1664890198868,"gmtModify":1664890235725,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"提防本周五的非农，数据公布大概会有负转折","htmlText":"我看有的群在讨论现在反弹的长久性问题，泼个冷水，等数据公布大概会有负转折，具体来说提防本周五的非农。<a href=\"https://laohu8.com/TW/661451289\" target=\"_blank\">从上周一开始市场就进入到了极端行情中</a>，数据显示需要回调，但极端了一周。说是有回调需求，具体触发还是需要事件。根据市场消息，这两天反弹乐观情绪来源于几国政策干预的结果：日本外汇干预，英国央行临时资产购买以及取消减税计划等等，各国都稍微伸手拦了拦狂奔的美元。美国两年期国债收益率自9月21日以来首次跌至4%以下。但美元美债最终走势还是要看美联储加息政策，不过很遗憾，10月3号纽约联储主席否定了宽松预期，称紧缩仍有很长的路要走（tightening still has “significant” ways to go.）。按我认识的一位交易员的话来讲，收益率上4，很难回头。现在的行情与其说多头入场了，不如说部分空头退场了。乐观的情绪大概率会被现实的通胀数据的打回原形，即就业数据仍然持续强劲超预期，核心cpi数据始终居高不下。前者是本周五非农（10月7日），后者是下周四的9月CPI（10月13日）。这些数据都好预测，基本肯定都超预期。非农CPI市场走势无非就是两种，市场过于乐观，数据落地后浇一头冷水；市场过于悲观，数据落地后反弹。现在的行情毫无疑问就是前者了。而市场的下跌基础来源于估值太高，两个数据体现：现在纳指100的pe为19.8，而根据过去20年的三次经济衰退数据，pe平均在13倍左右。而自1929年以来，连续6个或以上月收盘价低于标普500指数12个月移动均线的股票从峰到谷的跌幅为33.1%，跌幅中值为28.5%。这相当于标普500将进入3450至3220之间的区间。这是之后再担心的事儿了，这周到不了。Q4估值下跌体现的两个方向，除了宏观数据导致的估值整体","listText":"我看有的群在讨论现在反弹的长久性问题，泼个冷水，等数据公布大概会有负转折，具体来说提防本周五的非农。<a href=\"https://laohu8.com/TW/661451289\" target=\"_blank\">从上周一开始市场就进入到了极端行情中</a>，数据显示需要回调，但极端了一周。说是有回调需求，具体触发还是需要事件。根据市场消息，这两天反弹乐观情绪来源于几国政策干预的结果：日本外汇干预，英国央行临时资产购买以及取消减税计划等等，各国都稍微伸手拦了拦狂奔的美元。美国两年期国债收益率自9月21日以来首次跌至4%以下。但美元美债最终走势还是要看美联储加息政策，不过很遗憾，10月3号纽约联储主席否定了宽松预期，称紧缩仍有很长的路要走（tightening still has “significant” ways to go.）。按我认识的一位交易员的话来讲，收益率上4，很难回头。现在的行情与其说多头入场了，不如说部分空头退场了。乐观的情绪大概率会被现实的通胀数据的打回原形，即就业数据仍然持续强劲超预期，核心cpi数据始终居高不下。前者是本周五非农（10月7日），后者是下周四的9月CPI（10月13日）。这些数据都好预测，基本肯定都超预期。非农CPI市场走势无非就是两种，市场过于乐观，数据落地后浇一头冷水；市场过于悲观，数据落地后反弹。现在的行情毫无疑问就是前者了。而市场的下跌基础来源于估值太高，两个数据体现：现在纳指100的pe为19.8，而根据过去20年的三次经济衰退数据，pe平均在13倍左右。而自1929年以来，连续6个或以上月收盘价低于标普500指数12个月移动均线的股票从峰到谷的跌幅为33.1%，跌幅中值为28.5%。这相当于标普500将进入3450至3220之间的区间。这是之后再担心的事儿了，这周到不了。Q4估值下跌体现的两个方向，除了宏观数据导致的估值整体","text":"我看有的群在讨论现在反弹的长久性问题，泼个冷水，等数据公布大概会有负转折，具体来说提防本周五的非农。从上周一开始市场就进入到了极端行情中，数据显示需要回调，但极端了一周。说是有回调需求，具体触发还是需要事件。根据市场消息，这两天反弹乐观情绪来源于几国政策干预的结果：日本外汇干预，英国央行临时资产购买以及取消减税计划等等，各国都稍微伸手拦了拦狂奔的美元。美国两年期国债收益率自9月21日以来首次跌至4%以下。但美元美债最终走势还是要看美联储加息政策，不过很遗憾，10月3号纽约联储主席否定了宽松预期，称紧缩仍有很长的路要走（tightening still has “significant” ways to go.）。按我认识的一位交易员的话来讲，收益率上4，很难回头。现在的行情与其说多头入场了，不如说部分空头退场了。乐观的情绪大概率会被现实的通胀数据的打回原形，即就业数据仍然持续强劲超预期，核心cpi数据始终居高不下。前者是本周五非农（10月7日），后者是下周四的9月CPI（10月13日）。这些数据都好预测，基本肯定都超预期。非农CPI市场走势无非就是两种，市场过于乐观，数据落地后浇一头冷水；市场过于悲观，数据落地后反弹。现在的行情毫无疑问就是前者了。而市场的下跌基础来源于估值太高，两个数据体现：现在纳指100的pe为19.8，而根据过去20年的三次经济衰退数据，pe平均在13倍左右。而自1929年以来，连续6个或以上月收盘价低于标普500指数12个月移动均线的股票从峰到谷的跌幅为33.1%，跌幅中值为28.5%。这相当于标普500将进入3450至3220之间的区间。这是之后再担心的事儿了，这周到不了。Q4估值下跌体现的两个方向，除了宏观数据导致的估值整体","images":[{"img":"https://static.tigerbbs.com/a30c9f7ba972db0534d11ad0b9bb20af","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/748c4b9f0a22b8405d4916d1c559e789","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/6dd2bccc5d6172ce3a1af9959ec70be8","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668508725","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666486863,"gmtCreate":1665877348852,"gmtModify":1665877349788,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666486863","repostId":"668266997","repostType":1,"repost":{"id":668266997,"gmtCreate":1664809731619,"gmtModify":1664844470100,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"10月重点之月来临，出现拐点的概率很高","htmlText":"10月重点之月来临首先祝大家国庆节快乐。国庆节期间，通常是外盘搞事情的时候，或高开或低开，反正有消息出来则波动较大。而10月第一周的消息主要在OPEC会议是否会出现减产的情况，和美股是否在美联储鸽派放风的情况下触底。鉴于10月存在诸多不确定性，因此往往这个月份在某个消息带动下见拐点的概率很高。一、美股指在标普3600点苦苦支撑的时候，美联储的二把手副主席布雷纳德终于鸽派放话了：“她承认美联储面临加息过度和加息太少的两重风险”，这与近两周联储官员一直鹰派讲话的态度，明显出现了分歧，当然最终结果如何一切要看10月公布的CPI数据。估计只要10月CPI数据不太超预期，美联储加息75基点的动力就会下降，股市自然得到喘息。技术上，在10月素来是美股的重要时间点，同时今年还是全球共振的时间点，经常是拐点出现的时间，所以需要大家密切关注。总之做了多头的朋友，买点期权对冲即可，也可以等消息明确股指反弹时，追买期货或期权。二、原油原油下周OPEC+开会，传闻减产100万桶/日，在没有其它利空消息的情况下（如伊核协议或原油增产等），对油价总有提振作用。一旦减产规模落实，油价恐怕会阶段性见底，那么75美元的油价就是未来一段时间油价的低点，想抄底的朋友要注意了。技术上，75美元就是我此前在100美元油价时，告诉大家的油价调整低点。虽然消息面上还并未完美匹配，但不得不防此处就是油价低点的高概率（假如突发利空消息，那只能重新评估）。因此想抄底油价的朋友们，就需要利用好手头上的工具了，做多期货然后买看跌期权对冲。或者小量金字塔布局远期原油期货。三、黄金影响黄金价格的重要消息在下周的CPI数据上，因此还不好断定金价是否见底。当然，下跌速度在上周帖子里说过，由于俄罗斯的军事动员令，使得军事冲突会加剧，使得金价避险情绪有所提升，跌速也有所收窄，因此下个金价重要节点前，估计金价震荡下行为主，等待下次美联储议息会","listText":"10月重点之月来临首先祝大家国庆节快乐。国庆节期间，通常是外盘搞事情的时候，或高开或低开，反正有消息出来则波动较大。而10月第一周的消息主要在OPEC会议是否会出现减产的情况，和美股是否在美联储鸽派放风的情况下触底。鉴于10月存在诸多不确定性，因此往往这个月份在某个消息带动下见拐点的概率很高。一、美股指在标普3600点苦苦支撑的时候，美联储的二把手副主席布雷纳德终于鸽派放话了：“她承认美联储面临加息过度和加息太少的两重风险”，这与近两周联储官员一直鹰派讲话的态度，明显出现了分歧，当然最终结果如何一切要看10月公布的CPI数据。估计只要10月CPI数据不太超预期，美联储加息75基点的动力就会下降，股市自然得到喘息。技术上，在10月素来是美股的重要时间点，同时今年还是全球共振的时间点，经常是拐点出现的时间，所以需要大家密切关注。总之做了多头的朋友，买点期权对冲即可，也可以等消息明确股指反弹时，追买期货或期权。二、原油原油下周OPEC+开会，传闻减产100万桶/日，在没有其它利空消息的情况下（如伊核协议或原油增产等），对油价总有提振作用。一旦减产规模落实，油价恐怕会阶段性见底，那么75美元的油价就是未来一段时间油价的低点，想抄底的朋友要注意了。技术上，75美元就是我此前在100美元油价时，告诉大家的油价调整低点。虽然消息面上还并未完美匹配，但不得不防此处就是油价低点的高概率（假如突发利空消息，那只能重新评估）。因此想抄底油价的朋友们，就需要利用好手头上的工具了，做多期货然后买看跌期权对冲。或者小量金字塔布局远期原油期货。三、黄金影响黄金价格的重要消息在下周的CPI数据上，因此还不好断定金价是否见底。当然，下跌速度在上周帖子里说过，由于俄罗斯的军事动员令，使得军事冲突会加剧，使得金价避险情绪有所提升，跌速也有所收窄，因此下个金价重要节点前，估计金价震荡下行为主，等待下次美联储议息会","text":"10月重点之月来临首先祝大家国庆节快乐。国庆节期间，通常是外盘搞事情的时候，或高开或低开，反正有消息出来则波动较大。而10月第一周的消息主要在OPEC会议是否会出现减产的情况，和美股是否在美联储鸽派放风的情况下触底。鉴于10月存在诸多不确定性，因此往往这个月份在某个消息带动下见拐点的概率很高。一、美股指在标普3600点苦苦支撑的时候，美联储的二把手副主席布雷纳德终于鸽派放话了：“她承认美联储面临加息过度和加息太少的两重风险”，这与近两周联储官员一直鹰派讲话的态度，明显出现了分歧，当然最终结果如何一切要看10月公布的CPI数据。估计只要10月CPI数据不太超预期，美联储加息75基点的动力就会下降，股市自然得到喘息。技术上，在10月素来是美股的重要时间点，同时今年还是全球共振的时间点，经常是拐点出现的时间，所以需要大家密切关注。总之做了多头的朋友，买点期权对冲即可，也可以等消息明确股指反弹时，追买期货或期权。二、原油原油下周OPEC+开会，传闻减产100万桶/日，在没有其它利空消息的情况下（如伊核协议或原油增产等），对油价总有提振作用。一旦减产规模落实，油价恐怕会阶段性见底，那么75美元的油价就是未来一段时间油价的低点，想抄底的朋友要注意了。技术上，75美元就是我此前在100美元油价时，告诉大家的油价调整低点。虽然消息面上还并未完美匹配，但不得不防此处就是油价低点的高概率（假如突发利空消息，那只能重新评估）。因此想抄底油价的朋友们，就需要利用好手头上的工具了，做多期货然后买看跌期权对冲。或者小量金字塔布局远期原油期货。三、黄金影响黄金价格的重要消息在下周的CPI数据上，因此还不好断定金价是否见底。当然，下跌速度在上周帖子里说过，由于俄罗斯的军事动员令，使得军事冲突会加剧，使得金价避险情绪有所提升，跌速也有所收窄，因此下个金价重要节点前，估计金价震荡下行为主，等待下次美联储议息会","images":[{"img":"https://static.tigerbbs.com/9d1793a0394f845bbe2600ab19a8ad48","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8225104c7f46cae5f38b84a87455b5aa","width":"2229","height":"1507"},{"img":"https://static.tigerbbs.com/432808ef34ca7a34ab126f4f0f67ea01","width":"2245","height":"1518"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668266997","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666486103,"gmtCreate":1665877303003,"gmtModify":1665877305858,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享一下","listText":"分享一下","text":"分享一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666486103","repostId":"666899444","repostType":1,"repost":{"id":666899444,"gmtCreate":1665538331988,"gmtModify":1665538389381,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🔥【10月12日】美股涨跌不一，纳指年内二度跌入熊市！今天买点啥？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月12日讯，隔夜美股标普500指数和纳指五连跌，中概股继续走低。连跌4日的港股继续低开，恒指跌0.44%，国指跌0.42%，恒生科技指数跌0.85%，三者再度刷新调整低价。盘面上，大型科技股多数继续走低，百度跌近3%，阿里巴巴、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、腾讯均下跌，<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开；燃气股、啤酒股、餐饮股、内银股跌幅明显，招商银行低开近2%，餐饮股、石油股、建材水泥股普跌。另一方面，连读下跌的汽车股部分反弹，生物医药股、体育用品股多数上涨。美股市场美股周二收盘涨跌不一，纳指创两年新低。纳指与标普500连续第五个交易日下跌。市场关注美股财报、通胀数据与紧张的地缘政治形势。国际货币基金组织下调2023年全球GDP预期。英国央行行长贝利称买债救市仅为临时之举，原定本周结束，英镑兑美元从日高跳水逾200点转跌，风险情绪重挫。截至收盘，纳斯达克指数跌1.10%，道琼斯指数涨0.12%，标普500指数跌0.65%。美国科技蓝筹全线下跌，其中苹果跌1.03%、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌2.90%、亚马逊跌1.28%、谷歌A跌0.69%、微软跌1.68%、英伟达跌0.72%。中概股周二继续出现较大跌幅，纳斯达克中国金龙指数收跌3.44%，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月12日讯，隔夜美股标普500指数和纳指五连跌，中概股继续走低。连跌4日的港股继续低开，恒指跌0.44%，国指跌0.42%，恒生科技指数跌0.85%，三者再度刷新调整低价。盘面上，大型科技股多数继续走低，百度跌近3%，阿里巴巴、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、腾讯均下跌，<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开；燃气股、啤酒股、餐饮股、内银股跌幅明显，招商银行低开近2%，餐饮股、石油股、建材水泥股普跌。另一方面，连读下跌的汽车股部分反弹，生物医药股、体育用品股多数上涨。美股市场美股周二收盘涨跌不一，纳指创两年新低。纳指与标普500连续第五个交易日下跌。市场关注美股财报、通胀数据与紧张的地缘政治形势。国际货币基金组织下调2023年全球GDP预期。英国央行行长贝利称买债救市仅为临时之举，原定本周结束，英镑兑美元从日高跳水逾200点转跌，风险情绪重挫。截至收盘，纳斯达克指数跌1.10%，道琼斯指数涨0.12%，标普500指数跌0.65%。美国科技蓝筹全线下跌，其中苹果跌1.03%、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌2.90%、亚马逊跌1.28%、谷歌A跌0.69%、微软跌1.68%、英伟达跌0.72%。中概股周二继续出现较大跌幅，纳斯达克中国金龙指数收跌3.44%，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴</a>","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场10月12日讯，隔夜美股标普500指数和纳指五连跌，中概股继续走低。连跌4日的港股继续低开，恒指跌0.44%，国指跌0.42%，恒生科技指数跌0.85%，三者再度刷新调整低价。盘面上，大型科技股多数继续走低，百度跌近3%，阿里巴巴、$快手-W(01024)$ 、腾讯均下跌，$美团-W(03690)$ 、$京东集团-SW(09618)$ 小幅高开；燃气股、啤酒股、餐饮股、内银股跌幅明显，招商银行低开近2%，餐饮股、石油股、建材水泥股普跌。另一方面，连读下跌的汽车股部分反弹，生物医药股、体育用品股多数上涨。美股市场美股周二收盘涨跌不一，纳指创两年新低。纳指与标普500连续第五个交易日下跌。市场关注美股财报、通胀数据与紧张的地缘政治形势。国际货币基金组织下调2023年全球GDP预期。英国央行行长贝利称买债救市仅为临时之举，原定本周结束，英镑兑美元从日高跳水逾200点转跌，风险情绪重挫。截至收盘，纳斯达克指数跌1.10%，道琼斯指数涨0.12%，标普500指数跌0.65%。美国科技蓝筹全线下跌，其中苹果跌1.03%、$特斯拉(TSLA)$ 跌2.90%、亚马逊跌1.28%、谷歌A跌0.69%、微软跌1.68%、英伟达跌0.72%。中概股周二继续出现较大跌幅，纳斯达克中国金龙指数收跌3.44%，$阿里巴巴","images":[{"img":"https://static.tigerbbs.com/97b7e6500ecf68c4ad1b960e8a9a77e5","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666899444","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666486351,"gmtCreate":1665877291673,"gmtModify":1665877294342,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666486351","repostId":"666656494","repostType":1,"repost":{"id":666656494,"gmtCreate":1665639196718,"gmtModify":1665647227124,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"马斯克发推卖香水集资买推特，目前销售额达到300万美元！","htmlText":"\n \n \n  马斯克旗下隧道挖掘公司the Boring Company推出一款名为“烧焦头发”的香水。马斯克还亲自叫卖：请买我的香水，这样我就能买下推特了。这款香水每瓶售价100美元，马斯克还将社交媒体账号简介改成了“香水销售员”。从目前的销售情况来看，该香水已经实现了300万美元的交易额。今年9月，马斯克曾在Twitter上预告过这种香水，没想到如此之快就成为了现实。<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\"></a><a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>\n \n","listText":"马斯克旗下隧道挖掘公司the Boring Company推出一款名为“烧焦头发”的香水。马斯克还亲自叫卖：请买我的香水，这样我就能买下推特了。这款香水每瓶售价100美元，马斯克还将社交媒体账号简介改成了“香水销售员”。从目前的销售情况来看，该香水已经实现了300万美元的交易额。今年9月，马斯克曾在Twitter上预告过这种香水，没想到如此之快就成为了现实。<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\"></a><a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>","text":"马斯克旗下隧道挖掘公司the Boring Company推出一款名为“烧焦头发”的香水。马斯克还亲自叫卖：请买我的香水，这样我就能买下推特了。这款香水每瓶售价100美元，马斯克还将社交媒体账号简介改成了“香水销售员”。从目前的销售情况来看，该香水已经实现了300万美元的交易额。今年9月，马斯克曾在Twitter上预告过这种香水，没想到如此之快就成为了现实。$Twitter(TWTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666656494","isVote":1,"tweetType":2,"object":{"id":"6c45fa29409a4da8b676ec14a4fd56b5","tweetId":"666656494","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bc667afe387702307095485669/DKeEPm9TRQgA.mp4","poster":"https://static.tigerbbs.com/57bafb54d8310ed20e9101a162aa6a35","shareLink":""},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666486959,"gmtCreate":1665877283471,"gmtModify":1665877286378,"author":{"id":"3546824261448533","authorId":"3546824261448533","name":"牛布理","avatar":"https://static.tigerbbs.com/bfcb7ddd62ce97ec1760871b898cd187","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666486959","repostId":"666562030","repostType":1,"repost":{"id":666562030,"gmtCreate":1665741163221,"gmtModify":1665741412604,"author":{"id":"3582979543958823","authorId":"3582979543958823","name":"林帅LinTry","avatar":"https://static.tigerbbs.com/7e15c8e489b9cbc798d2e4729a35cfe9","crmLevel":5,"crmLevelSwitch":0},"themes":[],"title":"《为什么我不看好蔚来汽车的“只租不卖”模式》","htmlText":"《为什么我不看好蔚来汽车的“只租不卖”模式》 1【只租不卖，意味着对二手车的残值进行“计划经济”定价】。 一辆二手车，一年后，两年后，三年后的残值多少，应该有是市场说的算，同时中间的折损率也应该由市场来消化，比如如果我买的车，三年后二手车价格远远低于我的心中价位，那么我可能会选择多用几年再换车；如果三年后后二手车保值率很高，我就可能更积极换新车。 而蔚来汽车的只租不卖的做法，等于是我事先计划好未来二手车的残值，而这种计划肯定是会和市场有出入的，而且通常企业的计划都是偏向乐观的，到时候计划与市场之间的差距，就会成为企业的历史包袱了。 不过话说回来，蔚来汽车之前就有跟市场对着干的传统，人为控制二手车的残值。 这种违背市场的做法，时间足够久之后一定会被市场反噬的。 2【蔚来的这种只租不卖，和我们平时看到的神州租车，完全不是一回事。】 蔚来做的事日常生活私家用车的“只租不卖”。 最简单的理解方式是， 如果你因为家庭日常用车，在神州租车租一辆全新的宝马X5，续租五年，你会非常清楚的得出一个结论，费用一定会远远贵于你自己买一辆新车用五年再卖掉。因为神州租车需要计提最大化的折旧率，或者说神州租车是需要通过高强度压榨一辆车生命周期内的使用强度来获取利润，不可能允许一辆车像私家车那样处于很休闲的状态。 也就是蔚来汽车竟然想通过一种非常“低收费版本的”神州租车模式，来替代现行的私家车的买断模式，迟早有一天一定会背上巨大的历史成本，拖累企业。 3【不顾市场经济规律的“性价比”不是消费者导向。】 有人会说蔚来这是对用户好啊。 如果苹果做一个全网投票，苹果的销售价格定在199美金，你们需要吗？肯定所有的消费者都会说我需要。 只有符合市场经济规律的用户需求才是“消费者导向”应该满足的需求，甚至跟企业的毛利率是否很高很高很高都是无关的。 蔚来的这种做法，就是企图不顾市场经济规律的去讨好消费者，这不是可持","listText":"《为什么我不看好蔚来汽车的“只租不卖”模式》 1【只租不卖，意味着对二手车的残值进行“计划经济”定价】。 一辆二手车，一年后，两年后，三年后的残值多少，应该有是市场说的算，同时中间的折损率也应该由市场来消化，比如如果我买的车，三年后二手车价格远远低于我的心中价位，那么我可能会选择多用几年再换车；如果三年后后二手车保值率很高，我就可能更积极换新车。 而蔚来汽车的只租不卖的做法，等于是我事先计划好未来二手车的残值，而这种计划肯定是会和市场有出入的，而且通常企业的计划都是偏向乐观的，到时候计划与市场之间的差距，就会成为企业的历史包袱了。 不过话说回来，蔚来汽车之前就有跟市场对着干的传统，人为控制二手车的残值。 这种违背市场的做法，时间足够久之后一定会被市场反噬的。 2【蔚来的这种只租不卖，和我们平时看到的神州租车，完全不是一回事。】 蔚来做的事日常生活私家用车的“只租不卖”。 最简单的理解方式是， 如果你因为家庭日常用车，在神州租车租一辆全新的宝马X5，续租五年，你会非常清楚的得出一个结论，费用一定会远远贵于你自己买一辆新车用五年再卖掉。因为神州租车需要计提最大化的折旧率，或者说神州租车是需要通过高强度压榨一辆车生命周期内的使用强度来获取利润，不可能允许一辆车像私家车那样处于很休闲的状态。 也就是蔚来汽车竟然想通过一种非常“低收费版本的”神州租车模式，来替代现行的私家车的买断模式，迟早有一天一定会背上巨大的历史成本，拖累企业。 3【不顾市场经济规律的“性价比”不是消费者导向。】 有人会说蔚来这是对用户好啊。 如果苹果做一个全网投票，苹果的销售价格定在199美金，你们需要吗？肯定所有的消费者都会说我需要。 只有符合市场经济规律的用户需求才是“消费者导向”应该满足的需求，甚至跟企业的毛利率是否很高很高很高都是无关的。 蔚来的这种做法，就是企图不顾市场经济规律的去讨好消费者，这不是可持","text":"《为什么我不看好蔚来汽车的“只租不卖”模式》 1【只租不卖，意味着对二手车的残值进行“计划经济”定价】。 一辆二手车，一年后，两年后，三年后的残值多少，应该有是市场说的算，同时中间的折损率也应该由市场来消化，比如如果我买的车，三年后二手车价格远远低于我的心中价位，那么我可能会选择多用几年再换车；如果三年后后二手车保值率很高，我就可能更积极换新车。 而蔚来汽车的只租不卖的做法，等于是我事先计划好未来二手车的残值，而这种计划肯定是会和市场有出入的，而且通常企业的计划都是偏向乐观的，到时候计划与市场之间的差距，就会成为企业的历史包袱了。 不过话说回来，蔚来汽车之前就有跟市场对着干的传统，人为控制二手车的残值。 这种违背市场的做法，时间足够久之后一定会被市场反噬的。 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