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悠乐发财经
2021-12-15
12.15早盘解读成渝双城经济圈2022年拟推进重大项目160个,总投资约2万亿元人民币。短期指数回落属于主动性整固,盘面上仍然是活跃表现,但昨日连板个股达到29只,而今年年内最多的是30只,短期高标可能面临追高风险,投资者需关注。盘面上,央企改革延续涨停潮,从兵器集团扩散到电力系统,而昨夜北京国资委空港股份停牌注入半导体,地方国企也在提速,预判明年或迎来国企重组浪潮,而今年重组成功的三只央企涨幅分别是5倍,4倍和2.5倍,建议持续性关注,但更倾向于大集团,小市值的央企[投资有风险,供参考]
$特斯拉(TSLA)$
$蔚来(NIO)$
$贵州茅台(600519)$
悠乐发财经
2021-12-10
12.10早盘为加强金融机构外汇流动性管理,央行决定,自2021年12月15日起,外汇存款准备金率由现行的7%提高到9%。昨日市场震荡走高,成交量小幅放大。盘面上,底部蓝筹启动迹象明显,白酒,医美,家具涨幅居前,金融,地产等活跃,时至年底,今年没涨的基金都有做市值管理的需求,符合此前预期。题材上,央企改革维持本周10+涨停,而京城股份带动的本年度摘帽品种出现集体异动,午后,职业教育强势。操作上,不再继续鼓吹央企改革,但明年央企改革或迎来重组潮,建议持续性关注。人民币汇率昨夜大贬反包前两日涨幅,但短期迎来纷扰不足为惧,而管理层或有意控市场节奏,做好波段操作即可[投资有风险,供参考]
$上证指数(000001.SH)$
$贵州茅台(600519)$
$特斯拉(TSLA)$
悠乐发财经
2021-12-09
看盘术【4】多根K线组合形态的买点【上】
12.09
$特斯拉(TSLA)$
$蔚来(NIO)$
看盘术【4】多根K线组合形态的买点【上】
悠乐发财经
2021-12-09
12.09早盘国家药监局批准腾盛华创新冠病毒中和抗体治疗药物注册申请,这是我国首家获批的自主知识产权新冠病毒中和抗体联合治疗药物。昨日市场出现震荡上扬走势,但整体成交量出现千亿萎缩,短线要防震荡。盘面上,酿酒板块大涨,低位蓝筹市值管理预期强烈。题材上,央企改革近20只涨停板,特别是兵装和兵工集团旗下小市值央企几乎全线涨停,而此前重组获批的文山电力,凤凰光学,广宇发展同样提振信心,明年或迎来国企改革重组浪潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技,天奥电子,四创电子等一批电子科技集团走出一波行情,因此建议密切关注预期强烈的央企集团[投资有风险,供参考]
$上证指数(000001.SH)$
$贵州茅台(600519)$
$特斯拉(TSLA)$
悠乐发财经
2021-12-08
$贵州茅台(600519)$
今天早上说到的央企改革表现不错哦,持续关注
$上证指数(000001.SH)$
$特斯拉(TSLA)$
悠乐发财经
2021-12-08
$蔚来(NIO)$
美国两党领袖就提高债务上限达成协议,拟将上限提高约2万亿美元。隔夜美股三大指数大幅收涨。昨日市场高开低走并探底回升,主板尽显强势,而创业板走势疲弱,盘面上,央企改革里的小市值公司呈现涨停潮。操作上,维持周一观点,时至年底,机构市值管理预期可能会引发低位蓝筹品种走强,而高位抱团的创业板料操作空间不足,同时,央企改革三年行动规划到2022年是最后一年,明年或迎来国企改革重组浪潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技,天奥电子,四创电子等一批电子科技集团走出一波行情,因此建议密切关注预期强烈的央企集团[投资有风险,供参考]
$特斯拉(TSLA)$
悠乐发财经
2021-12-06
仅供参考 20211206:1、吉电股份000875,公司积极布局风、光、氢等新能源领域,近期量价齐升可逢低短线关注。(高开超过3%之上当日不宜介入)。2、掌阅科技603533,公司持续加大版权购买投入,IP产业链进一步完善,近期放量明显可逢低短线关注。量化股票池通过大数据量化选股,不定期精选0-3只个股,构筑股票池,供大家参考,10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)
$特斯拉(TSLA)$
$蔚来(NIO)$
悠乐发财经
2021-12-06
12.06早盘周末整体氛围偏暖,除了总理的降准预期意外,房地产融资等问题已经逐步回归正轨,且中概股等情况也得到管理层澄清。但外围的收紧预期和变异会带来纷扰。盘面上,主板出现明显放量,而创业板缩量也教明显,年底,机构市值管理预期可能会引发低位蓝筹品种的走强,而高位抱团的创业板料操作空间不足,而央企改革三年行动计划2022年是最后一年,明年或迎来重组潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技和天奥电子等一批电子科技集团走出一波波澜壮阔行情,因此建议密切关注预期强烈的央企集团[投资有风险,仅供参考]
$小鹏汽车(XPEV)$
$蔚来(NIO)$
$特斯拉(TSLA)$
悠乐发财经
2021-12-01
20211201股池推荐:
$博彦科技(002649)$
博彦科技002649,业内领先的IT咨询、产品及解决方案与服务供应商,近期量价齐升可逢低短线关注。不定期精选0-3只个股,构筑股票池,供大家参考,10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)
$特斯拉(TSLA)$
$理想汽车(LI)$
悠乐发财经
2021-11-30
11.30观点昨日低开走高符合预期,后市虽仍有反复可能,但震荡向上仍然是主基调,关注能否收复3580周五缺口,则沪指有望重回3600,目前小盘股较活跃,在参与时需注意仓位,市场资金对于国内疫情控制的信心明显不低,加上A股指数本身涨幅相比海外并不算大,仍然有大批标的估值处于历史低位,这也令市场的调整空间显得有限。但本轮疫情估计不会很快缓解,近期市场的上涨也将在震荡中反复拉锯,切记不宜追高,抗通胀、新能源、半导体仍是主要方向。
$宁德时代(300750)$
$长城汽车(601633)$
$特斯拉(TSLA)$
悠乐发财经
2021-11-29
$特斯拉(TSLA)$
我先溜了,等低吸,和我之前预测的差不多了
悠乐发财经
2021-11-29
看盘术【3】单根K线的4种卖点
点赞关注走起来
$特斯拉(TSLA)$
$蔚来(NIO)$
$宁德时代(300750)$
看盘术【3】单根K线的4种卖点
悠乐发财经
2021-11-29
20211129:
$金发拉比(002762)$
金发拉比002762,公司推进母婴生态圈布局,积极进军医美行业,近期放量明显可逢低短线关注。10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)
$特斯拉(TSLA)$
$蔚来(NIO)$
悠乐发财经
2021-11-29
$上证指数(000001.SH)$
指数上周五震荡回落,短线回落至5日均线之下再度转向弱势,周末市场受新冠病毒变异影响,大宗商品以及欧美股市出现大幅杀跌。资本市场的大跌更多是投资者对于新变异病毒破坏性担忧而出现的非理性情绪反馈,随着大家对变异病毒的进一步了解,预计市场惶恐情绪将会有一定缓解,A股当前位置仍处于震荡区间,指数仍不具备大幅下跌的条件,短期因为情绪波动带来的震荡更多是短线布局机会。建议继续关注业绩增长确定性强且有估值优势的板块及个股阶段性机会。
$特斯拉(TSLA)$
$蔚来(NIO)$
悠乐发财经
2021-11-28
看盘术【2】单根K线的四个买点
淦
$蔚来(NIO)$
$特斯拉(TSLA)$
$小鹏汽车(XPEV)$
看盘术【2】单根K线的四个买点
悠乐发财经
2021-11-26
周二分享的中钨高新最高浮盈达到15%,如果周二低开进场接近20个点的利润到手[旺柴]
$特斯拉(TSLA)$
$蔚来(NIO)$
$理想汽车(LI)$
$中钨高新(000657)$
悠乐发财经
2021-11-24
碳中和背景下,汽车零部件板块投资机会
“碳中和”背景下,能源革命是大势所趋,各国纷纷推出新能源支持政策,电动车、风光、储能等领域将迈入中长期景气周期。11月19日,众议院通过了拜登1.75万亿美元的刺激法案,其中5500亿美元用于应对气候变化,其中新能源车补贴再度加码。①取消车企电动车累计销量超过20万辆不再有税收优惠的限制,改为渗透率达到50%后在三年内逐步取消优惠(10月渗透率不足5%) ;同时补贴额由7500美元/辆提高至最高1.25万美元/辆。②风光:税收减免全额延期五年。2022年起给予符合激励条件的可再生能源企业2.5美分/度的税收抵免(持续10年),并延长30%的投资税收抵免(ITC)至2026年。③储能:独立ITC或将落地。目前美国储能仅在与风光发电项目配套时才能享受优惠政策,而此次法案提议对于高于5KWh的储能系统(通常美国户用储能就能超过10KWh)给予最高30%的ITC退税。2017下半年行业销量增速开始放缓,2018年又受中美贸易战影响,汽车零部件板块股价呈下行趋势,持续时间近2年。随着新能源车销爆发,2019下半年板块股价开始回升,但2020年年初新冠疫情、2021缺芯+原材料涨价使得汽车行业销量与库存均处于历史较水平,板块持续上行的趋势有所受阻。而随着缺芯缓解,原材料价格回落,板块利润率于三季度触底,汽车零部件板块近期又开启了上涨态势。汽车零部件的收入与行业销量紧密相关,而收入又是影响利润及股价的重要因素,所以汽车零部件的股价走势和行业销量是密切相关的。另外,传统燃油车时代欧美日整车厂占据主导地位,诞生了博世、电装、采埃孚、麦格纳、爱信精机、大陆等欧美日零部件巨头,博世等一级供应商有较大的话语权,远离整车厂的二级及以下供应商议价权较弱。而在智能电动车时代,供应链更为扁平化、快速,具备高性价比和快速响应能力的优质自主供应商借机崛起。同时在新能源车领域,中国车企有望实现弯道超车,带动国内
碳中和背景下,汽车零部件板块投资机会
悠乐发财经
2021-11-24
$特斯拉(TSLA)$
特斯拉全产业链股整理一.内,外饰件1.拓普集团:副车架,控制臂,地毯,顶棚等2.华域汽车:内饰,座椅,保险杠3.福耀玻璃:汽车玻璃4.岱美股份:遮阳板5.宁波华翔:内饰件6.均胜电子:气囊,方向盘等7.常熟汽饰:内饰件8.京威股份:外饰件9.继峰股份:喇叭网10.天汽模:车身模具11.新泉股份:内饰件12.敏实集团:铝饰条二.车身结构1.华域汽车:车身分拼总成件2.凌云股份:车身金属零部件3.中鼎股份:空气悬挂4.华达科技:车身冲压件5.文灿股份:铝合金结构件6.广东鸿图:支架类产品三.汽车电子1.四维图新:车载导航电子地图数据及服务2.安洁科技:精密功能器件,精密金属结构件和模组类3.东山精密:FPC等4.长信科技:显示器模组5.宏发股份:继电器6.长盈精密:Busbar等7.世运电路:PCB板8.联创电子:摄像头9.均胜电子:HMI控制器,传感器10.智慧能源:充电设备四.动力系统1.旭升股份:变速箱箱体,逆变器端盖等2.东睦股份:逆变器齿轮油3.隆盛科技:马达铁芯4.三花智控:电子膨胀阀等5.银轮股份:换热模块6.凌云股份:尼龙管路7.华域汽车:电池盒8.宁德时代:动力电池9.LG化学:动力电池10.璞泰来:负极11.恩捷股份:隔膜【湿法】12.星源材质:隔膜【干法】13.新宙邦:电解液14.科达利:结构件15.先导智能:锂电设备
悠乐发财经
2021-11-23
$特斯拉(TSLA)$
1090进场也不让我站岗,很香
悠乐发财经
2021-11-23
看盘术(1)集合竞价
如何通过集合竞价来判断主力意图?
$蔚来(NIO)$
$特斯拉(TSLA)$
$嘉楠科技(CAN)$
看盘术(1)集合竞价
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$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/b9f338fdb33aba6908c89b3edf5006b3","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/602498603","isVote":1,"tweetType":2,"object":{"id":"f4197d6810d94c11aa774411d7bcfaec","tweetId":"602498603","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/afaa38dc387702292405669485/v.f30.mp4","poster":"https://static.tigerbbs.com/b9f338fdb33aba6908c89b3edf5006b3"},"viewCount":11063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602635868,"gmtCreate":1639013155816,"gmtModify":1639015709991,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"12.09早盘国家药监局批准腾盛华创新冠病毒中和抗体治疗药物注册申请,这是我国首家获批的自主知识产权新冠病毒中和抗体联合治疗药物。昨日市场出现震荡上扬走势,但整体成交量出现千亿萎缩,短线要防震荡。盘面上,酿酒板块大涨,低位蓝筹市值管理预期强烈。题材上,央企改革近20只涨停板,特别是兵装和兵工集团旗下小市值央企几乎全线涨停,而此前重组获批的文山电力,凤凰光学,广宇发展同样提振信心,明年或迎来国企改革重组浪潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技,天奥电子,四创电子等一批电子科技集团走出一波行情,因此建议密切关注预期强烈的央企集团[投资有风险,供参考] <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a><a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"12.09早盘国家药监局批准腾盛华创新冠病毒中和抗体治疗药物注册申请,这是我国首家获批的自主知识产权新冠病毒中和抗体联合治疗药物。昨日市场出现震荡上扬走势,但整体成交量出现千亿萎缩,短线要防震荡。盘面上,酿酒板块大涨,低位蓝筹市值管理预期强烈。题材上,央企改革近20只涨停板,特别是兵装和兵工集团旗下小市值央企几乎全线涨停,而此前重组获批的文山电力,凤凰光学,广宇发展同样提振信心,明年或迎来国企改革重组浪潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技,天奥电子,四创电子等一批电子科技集团走出一波行情,因此建议密切关注预期强烈的央企集团[投资有风险,供参考] <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a><a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"12.09早盘国家药监局批准腾盛华创新冠病毒中和抗体治疗药物注册申请,这是我国首家获批的自主知识产权新冠病毒中和抗体联合治疗药物。昨日市场出现震荡上扬走势,但整体成交量出现千亿萎缩,短线要防震荡。盘面上,酿酒板块大涨,低位蓝筹市值管理预期强烈。题材上,央企改革近20只涨停板,特别是兵装和兵工集团旗下小市值央企几乎全线涨停,而此前重组获批的文山电力,凤凰光学,广宇发展同样提振信心,明年或迎来国企改革重组浪潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技,天奥电子,四创电子等一批电子科技集团走出一波行情,因此建议密切关注预期强烈的央企集团[投资有风险,供参考] $上证指数(000001.SH)$$贵州茅台(600519)$$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602635868","isVote":1,"tweetType":1,"viewCount":11873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602000377,"gmtCreate":1638934367997,"gmtModify":1638934367997,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>今天早上说到的央企改革表现不错哦,持续关注<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>今天早上说到的央企改革表现不错哦,持续关注<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$贵州茅台(600519)$今天早上说到的央企改革表现不错哦,持续关注$上证指数(000001.SH)$$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/75855e76215bc72ab325abfb3e0470d2","width":"1170","height":"1807"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602000377","isVote":1,"tweetType":1,"viewCount":11382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606708431,"gmtCreate":1638924973159,"gmtModify":1638928645796,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>美国两党领袖就提高债务上限达成协议,拟将上限提高约2万亿美元。隔夜美股三大指数大幅收涨。昨日市场高开低走并探底回升,主板尽显强势,而创业板走势疲弱,盘面上,央企改革里的小市值公司呈现涨停潮。操作上,维持周一观点,时至年底,机构市值管理预期可能会引发低位蓝筹品种走强,而高位抱团的创业板料操作空间不足,同时,央企改革三年行动规划到2022年是最后一年,明年或迎来国企改革重组浪潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技,天奥电子,四创电子等一批电子科技集团走出一波行情,因此建议密切关注预期强烈的央企集团[投资有风险,供参考]<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>美国两党领袖就提高债务上限达成协议,拟将上限提高约2万亿美元。隔夜美股三大指数大幅收涨。昨日市场高开低走并探底回升,主板尽显强势,而创业板走势疲弱,盘面上,央企改革里的小市值公司呈现涨停潮。操作上,维持周一观点,时至年底,机构市值管理预期可能会引发低位蓝筹品种走强,而高位抱团的创业板料操作空间不足,同时,央企改革三年行动规划到2022年是最后一年,明年或迎来国企改革重组浪潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技,天奥电子,四创电子等一批电子科技集团走出一波行情,因此建议密切关注预期强烈的央企集团[投资有风险,供参考]<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$蔚来(NIO)$美国两党领袖就提高债务上限达成协议,拟将上限提高约2万亿美元。隔夜美股三大指数大幅收涨。昨日市场高开低走并探底回升,主板尽显强势,而创业板走势疲弱,盘面上,央企改革里的小市值公司呈现涨停潮。操作上,维持周一观点,时至年底,机构市值管理预期可能会引发低位蓝筹品种走强,而高位抱团的创业板料操作空间不足,同时,央企改革三年行动规划到2022年是最后一年,明年或迎来国企改革重组浪潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技,天奥电子,四创电子等一批电子科技集团走出一波行情,因此建议密切关注预期强烈的央企集团[投资有风险,供参考]$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/606708431","isVote":1,"tweetType":1,"viewCount":13659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608277623,"gmtCreate":1638754211426,"gmtModify":1638754211426,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"仅供参考 20211206:1、吉电股份000875,公司积极布局风、光、氢等新能源领域,近期量价齐升可逢低短线关注。(高开超过3%之上当日不宜介入)。2、掌阅科技603533,公司持续加大版权购买投入,IP产业链进一步完善,近期放量明显可逢低短线关注。量化股票池通过大数据量化选股,不定期精选0-3只个股,构筑股票池,供大家参考,10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"仅供参考 20211206:1、吉电股份000875,公司积极布局风、光、氢等新能源领域,近期量价齐升可逢低短线关注。(高开超过3%之上当日不宜介入)。2、掌阅科技603533,公司持续加大版权购买投入,IP产业链进一步完善,近期放量明显可逢低短线关注。量化股票池通过大数据量化选股,不定期精选0-3只个股,构筑股票池,供大家参考,10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"仅供参考 20211206:1、吉电股份000875,公司积极布局风、光、氢等新能源领域,近期量价齐升可逢低短线关注。(高开超过3%之上当日不宜介入)。2、掌阅科技603533,公司持续加大版权购买投入,IP产业链进一步完善,近期放量明显可逢低短线关注。量化股票池通过大数据量化选股,不定期精选0-3只个股,构筑股票池,供大家参考,10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)$特斯拉(TSLA)$$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/608277623","isVote":1,"tweetType":1,"viewCount":12048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/124ddb27832ad3a5d8aa835fe6bb7572","crmLevel":1,"crmLevelSwitch":0},"content":"我也比较喜欢掌阅科技603533,现在能不能买?我还有点仓位。","text":"我也比较喜欢掌阅科技603533,现在能不能买?我还有点仓位。","html":"我也比较喜欢掌阅科技603533,现在能不能买?我还有点仓位。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608251636,"gmtCreate":1638751661533,"gmtModify":1638757000352,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"12.06早盘周末整体氛围偏暖,除了总理的降准预期意外,房地产融资等问题已经逐步回归正轨,且中概股等情况也得到管理层澄清。但外围的收紧预期和变异会带来纷扰。盘面上,主板出现明显放量,而创业板缩量也教明显,年底,机构市值管理预期可能会引发低位蓝筹品种的走强,而高位抱团的创业板料操作空间不足,而央企改革三年行动计划2022年是最后一年,明年或迎来重组潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技和天奥电子等一批电子科技集团走出一波波澜壮阔行情,因此建议密切关注预期强烈的央企集团[投资有风险,仅供参考] <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"12.06早盘周末整体氛围偏暖,除了总理的降准预期意外,房地产融资等问题已经逐步回归正轨,且中概股等情况也得到管理层澄清。但外围的收紧预期和变异会带来纷扰。盘面上,主板出现明显放量,而创业板缩量也教明显,年底,机构市值管理预期可能会引发低位蓝筹品种的走强,而高位抱团的创业板料操作空间不足,而央企改革三年行动计划2022年是最后一年,明年或迎来重组潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技和天奥电子等一批电子科技集团走出一波波澜壮阔行情,因此建议密切关注预期强烈的央企集团[投资有风险,仅供参考] <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"12.06早盘周末整体氛围偏暖,除了总理的降准预期意外,房地产融资等问题已经逐步回归正轨,且中概股等情况也得到管理层澄清。但外围的收紧预期和变异会带来纷扰。盘面上,主板出现明显放量,而创业板缩量也教明显,年底,机构市值管理预期可能会引发低位蓝筹品种的走强,而高位抱团的创业板料操作空间不足,而央企改革三年行动计划2022年是最后一年,明年或迎来重组潮,自电子科技集团旗下凤凰光学注入资产成功以后,带动卫士通,杰赛科技和天奥电子等一批电子科技集团走出一波波澜壮阔行情,因此建议密切关注预期强烈的央企集团[投资有风险,仅供参考] $小鹏汽车(XPEV)$$蔚来(NIO)$$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608251636","isVote":1,"tweetType":1,"viewCount":11271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609470349,"gmtCreate":1638321298571,"gmtModify":1638321298571,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"20211201股池推荐:<a href=\"https://laohu8.com/S/002649\">$博彦科技(002649)$</a>博彦科技002649,业内领先的IT咨询、产品及解决方案与服务供应商,近期量价齐升可逢低短线关注。不定期精选0-3只个股,构筑股票池,供大家参考,10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","listText":"20211201股池推荐:<a href=\"https://laohu8.com/S/002649\">$博彦科技(002649)$</a>博彦科技002649,业内领先的IT咨询、产品及解决方案与服务供应商,近期量价齐升可逢低短线关注。不定期精选0-3只个股,构筑股票池,供大家参考,10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","text":"20211201股池推荐:$博彦科技(002649)$博彦科技002649,业内领先的IT咨询、产品及解决方案与服务供应商,近期量价齐升可逢低短线关注。不定期精选0-3只个股,构筑股票池,供大家参考,10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)$特斯拉(TSLA)$$理想汽车(LI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/609470349","isVote":1,"tweetType":1,"viewCount":13662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609943930,"gmtCreate":1638234406709,"gmtModify":1638236894456,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"11.30观点昨日低开走高符合预期,后市虽仍有反复可能,但震荡向上仍然是主基调,关注能否收复3580周五缺口,则沪指有望重回3600,目前小盘股较活跃,在参与时需注意仓位,市场资金对于国内疫情控制的信心明显不低,加上A股指数本身涨幅相比海外并不算大,仍然有大批标的估值处于历史低位,这也令市场的调整空间显得有限。但本轮疫情估计不会很快缓解,近期市场的上涨也将在震荡中反复拉锯,切记不宜追高,抗通胀、新能源、半导体仍是主要方向。 <a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a><a href=\"https://laohu8.com/S/601633\">$长城汽车(601633)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"11.30观点昨日低开走高符合预期,后市虽仍有反复可能,但震荡向上仍然是主基调,关注能否收复3580周五缺口,则沪指有望重回3600,目前小盘股较活跃,在参与时需注意仓位,市场资金对于国内疫情控制的信心明显不低,加上A股指数本身涨幅相比海外并不算大,仍然有大批标的估值处于历史低位,这也令市场的调整空间显得有限。但本轮疫情估计不会很快缓解,近期市场的上涨也将在震荡中反复拉锯,切记不宜追高,抗通胀、新能源、半导体仍是主要方向。 <a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a><a href=\"https://laohu8.com/S/601633\">$长城汽车(601633)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"11.30观点昨日低开走高符合预期,后市虽仍有反复可能,但震荡向上仍然是主基调,关注能否收复3580周五缺口,则沪指有望重回3600,目前小盘股较活跃,在参与时需注意仓位,市场资金对于国内疫情控制的信心明显不低,加上A股指数本身涨幅相比海外并不算大,仍然有大批标的估值处于历史低位,这也令市场的调整空间显得有限。但本轮疫情估计不会很快缓解,近期市场的上涨也将在震荡中反复拉锯,切记不宜追高,抗通胀、新能源、半导体仍是主要方向。 $宁德时代(300750)$$长城汽车(601633)$$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609943930","isVote":1,"tweetType":1,"viewCount":11921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600762859,"gmtCreate":1638198719356,"gmtModify":1638198719356,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我先溜了,等低吸,和我之前预测的差不多了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我先溜了,等低吸,和我之前预测的差不多了","text":"$特斯拉(TSLA)$我先溜了,等低吸,和我之前预测的差不多了","images":[{"img":"https://static.tigerbbs.com/0be6f14be7d8795223d81d7669edac6d","width":"666","height":"629"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600762859","isVote":1,"tweetType":1,"viewCount":1849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600716068,"gmtCreate":1638197456174,"gmtModify":1638198081915,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看盘术【3】单根K线的4种卖点","htmlText":"\n \n \n 点赞关注走起来<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> \n \n","listText":"点赞关注走起来<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> ","text":"点赞关注走起来$特斯拉(TSLA)$ $蔚来(NIO)$ $宁德时代(300750)$","images":[{"img":"https://static.tigerbbs.com/46cbae3e3667a37227febe1172c6386b","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":16,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600716068","isVote":1,"tweetType":2,"object":{"id":"f84c4c565d004e0b83baa454ea1786d2","tweetId":"600716068","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/658043ab387702291900168025/v.f30.mp4","poster":"https://static.tigerbbs.com/46cbae3e3667a37227febe1172c6386b"},"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600666271,"gmtCreate":1638148155053,"gmtModify":1638148155053,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"20211129:<a href=\"https://laohu8.com/S/002762\">$金发拉比(002762)$</a>金发拉比002762,公司推进母婴生态圈布局,积极进军医美行业,近期放量明显可逢低短线关注。10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"20211129:<a href=\"https://laohu8.com/S/002762\">$金发拉比(002762)$</a>金发拉比002762,公司推进母婴生态圈布局,积极进军医美行业,近期放量明显可逢低短线关注。10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"20211129:$金发拉比(002762)$金发拉比002762,公司推进母婴生态圈布局,积极进军医美行业,近期放量明显可逢低短线关注。10个交易内做好合理止盈止损,单只个股建议1-2成仓配置。(市场有风险,投资需谨慎,建议仅供参考)$特斯拉(TSLA)$$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600666271","isVote":1,"tweetType":1,"viewCount":1972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600682374,"gmtCreate":1638147435841,"gmtModify":1638150645301,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>指数上周五震荡回落,短线回落至5日均线之下再度转向弱势,周末市场受新冠病毒变异影响,大宗商品以及欧美股市出现大幅杀跌。资本市场的大跌更多是投资者对于新变异病毒破坏性担忧而出现的非理性情绪反馈,随着大家对变异病毒的进一步了解,预计市场惶恐情绪将会有一定缓解,A股当前位置仍处于震荡区间,指数仍不具备大幅下跌的条件,短期因为情绪波动带来的震荡更多是短线布局机会。建议继续关注业绩增长确定性强且有估值优势的板块及个股阶段性机会。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>指数上周五震荡回落,短线回落至5日均线之下再度转向弱势,周末市场受新冠病毒变异影响,大宗商品以及欧美股市出现大幅杀跌。资本市场的大跌更多是投资者对于新变异病毒破坏性担忧而出现的非理性情绪反馈,随着大家对变异病毒的进一步了解,预计市场惶恐情绪将会有一定缓解,A股当前位置仍处于震荡区间,指数仍不具备大幅下跌的条件,短期因为情绪波动带来的震荡更多是短线布局机会。建议继续关注业绩增长确定性强且有估值优势的板块及个股阶段性机会。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ","text":"$上证指数(000001.SH)$指数上周五震荡回落,短线回落至5日均线之下再度转向弱势,周末市场受新冠病毒变异影响,大宗商品以及欧美股市出现大幅杀跌。资本市场的大跌更多是投资者对于新变异病毒破坏性担忧而出现的非理性情绪反馈,随着大家对变异病毒的进一步了解,预计市场惶恐情绪将会有一定缓解,A股当前位置仍处于震荡区间,指数仍不具备大幅下跌的条件,短期因为情绪波动带来的震荡更多是短线布局机会。建议继续关注业绩增长确定性强且有估值优势的板块及个股阶段性机会。$特斯拉(TSLA)$$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600682374","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600148597,"gmtCreate":1638105299472,"gmtModify":1638109036902,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看盘术【2】单根K线的四个买点","htmlText":"\n \n \n 淦<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> \n \n","listText":"淦<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> ","text":"淦$蔚来(NIO)$ $特斯拉(TSLA)$ $小鹏汽车(XPEV)$","images":[{"img":"https://static.tigerbbs.com/7b611f2474614a952f2ff3dd1649d047","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600148597","isVote":1,"tweetType":2,"object":{"id":"337419e4440b4c3ca20540cf9a92645f","tweetId":"600148597","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/9e546875387702291850820585/v.f30.mp4","poster":"https://static.tigerbbs.com/7b611f2474614a952f2ff3dd1649d047"},"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877138878,"gmtCreate":1637896238927,"gmtModify":1637896238927,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"周二分享的中钨高新最高浮盈达到15%,如果周二低开进场接近20个点的利润到手[旺柴]<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/000657\">$中钨高新(000657)$</a>","listText":"周二分享的中钨高新最高浮盈达到15%,如果周二低开进场接近20个点的利润到手[旺柴]<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/000657\">$中钨高新(000657)$</a>","text":"周二分享的中钨高新最高浮盈达到15%,如果周二低开进场接近20个点的利润到手[旺柴]$特斯拉(TSLA)$$蔚来(NIO)$$理想汽车(LI)$$中钨高新(000657)$","images":[{"img":"https://static.tigerbbs.com/d723a2eae8bb0668ddc6e4747296faa2","width":"1170","height":"1398"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/877138878","isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874313332,"gmtCreate":1637729450584,"gmtModify":1637822760648,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"碳中和背景下,汽车零部件板块投资机会","htmlText":"“碳中和”背景下,能源革命是大势所趋,各国纷纷推出新能源支持政策,电动车、风光、储能等领域将迈入中长期景气周期。11月19日,众议院通过了拜登1.75万亿美元的刺激法案,其中5500亿美元用于应对气候变化,其中新能源车补贴再度加码。①取消车企电动车累计销量超过20万辆不再有税收优惠的限制,改为渗透率达到50%后在三年内逐步取消优惠(10月渗透率不足5%) ;同时补贴额由7500美元/辆提高至最高1.25万美元/辆。②风光:税收减免全额延期五年。2022年起给予符合激励条件的可再生能源企业2.5美分/度的税收抵免(持续10年),并延长30%的投资税收抵免(ITC)至2026年。③储能:独立ITC或将落地。目前美国储能仅在与风光发电项目配套时才能享受优惠政策,而此次法案提议对于高于5KWh的储能系统(通常美国户用储能就能超过10KWh)给予最高30%的ITC退税。2017下半年行业销量增速开始放缓,2018年又受中美贸易战影响,汽车零部件板块股价呈下行趋势,持续时间近2年。随着新能源车销爆发,2019下半年板块股价开始回升,但2020年年初新冠疫情、2021缺芯+原材料涨价使得汽车行业销量与库存均处于历史较水平,板块持续上行的趋势有所受阻。而随着缺芯缓解,原材料价格回落,板块利润率于三季度触底,汽车零部件板块近期又开启了上涨态势。汽车零部件的收入与行业销量紧密相关,而收入又是影响利润及股价的重要因素,所以汽车零部件的股价走势和行业销量是密切相关的。另外,传统燃油车时代欧美日整车厂占据主导地位,诞生了博世、电装、采埃孚、麦格纳、爱信精机、大陆等欧美日零部件巨头,博世等一级供应商有较大的话语权,远离整车厂的二级及以下供应商议价权较弱。而在智能电动车时代,供应链更为扁平化、快速,具备高性价比和快速响应能力的优质自主供应商借机崛起。同时在新能源车领域,中国车企有望实现弯道超车,带动国内","listText":"“碳中和”背景下,能源革命是大势所趋,各国纷纷推出新能源支持政策,电动车、风光、储能等领域将迈入中长期景气周期。11月19日,众议院通过了拜登1.75万亿美元的刺激法案,其中5500亿美元用于应对气候变化,其中新能源车补贴再度加码。①取消车企电动车累计销量超过20万辆不再有税收优惠的限制,改为渗透率达到50%后在三年内逐步取消优惠(10月渗透率不足5%) ;同时补贴额由7500美元/辆提高至最高1.25万美元/辆。②风光:税收减免全额延期五年。2022年起给予符合激励条件的可再生能源企业2.5美分/度的税收抵免(持续10年),并延长30%的投资税收抵免(ITC)至2026年。③储能:独立ITC或将落地。目前美国储能仅在与风光发电项目配套时才能享受优惠政策,而此次法案提议对于高于5KWh的储能系统(通常美国户用储能就能超过10KWh)给予最高30%的ITC退税。2017下半年行业销量增速开始放缓,2018年又受中美贸易战影响,汽车零部件板块股价呈下行趋势,持续时间近2年。随着新能源车销爆发,2019下半年板块股价开始回升,但2020年年初新冠疫情、2021缺芯+原材料涨价使得汽车行业销量与库存均处于历史较水平,板块持续上行的趋势有所受阻。而随着缺芯缓解,原材料价格回落,板块利润率于三季度触底,汽车零部件板块近期又开启了上涨态势。汽车零部件的收入与行业销量紧密相关,而收入又是影响利润及股价的重要因素,所以汽车零部件的股价走势和行业销量是密切相关的。另外,传统燃油车时代欧美日整车厂占据主导地位,诞生了博世、电装、采埃孚、麦格纳、爱信精机、大陆等欧美日零部件巨头,博世等一级供应商有较大的话语权,远离整车厂的二级及以下供应商议价权较弱。而在智能电动车时代,供应链更为扁平化、快速,具备高性价比和快速响应能力的优质自主供应商借机崛起。同时在新能源车领域,中国车企有望实现弯道超车,带动国内","text":"“碳中和”背景下,能源革命是大势所趋,各国纷纷推出新能源支持政策,电动车、风光、储能等领域将迈入中长期景气周期。11月19日,众议院通过了拜登1.75万亿美元的刺激法案,其中5500亿美元用于应对气候变化,其中新能源车补贴再度加码。①取消车企电动车累计销量超过20万辆不再有税收优惠的限制,改为渗透率达到50%后在三年内逐步取消优惠(10月渗透率不足5%) ;同时补贴额由7500美元/辆提高至最高1.25万美元/辆。②风光:税收减免全额延期五年。2022年起给予符合激励条件的可再生能源企业2.5美分/度的税收抵免(持续10年),并延长30%的投资税收抵免(ITC)至2026年。③储能:独立ITC或将落地。目前美国储能仅在与风光发电项目配套时才能享受优惠政策,而此次法案提议对于高于5KWh的储能系统(通常美国户用储能就能超过10KWh)给予最高30%的ITC退税。2017下半年行业销量增速开始放缓,2018年又受中美贸易战影响,汽车零部件板块股价呈下行趋势,持续时间近2年。随着新能源车销爆发,2019下半年板块股价开始回升,但2020年年初新冠疫情、2021缺芯+原材料涨价使得汽车行业销量与库存均处于历史较水平,板块持续上行的趋势有所受阻。而随着缺芯缓解,原材料价格回落,板块利润率于三季度触底,汽车零部件板块近期又开启了上涨态势。汽车零部件的收入与行业销量紧密相关,而收入又是影响利润及股价的重要因素,所以汽车零部件的股价走势和行业销量是密切相关的。另外,传统燃油车时代欧美日整车厂占据主导地位,诞生了博世、电装、采埃孚、麦格纳、爱信精机、大陆等欧美日零部件巨头,博世等一级供应商有较大的话语权,远离整车厂的二级及以下供应商议价权较弱。而在智能电动车时代,供应链更为扁平化、快速,具备高性价比和快速响应能力的优质自主供应商借机崛起。同时在新能源车领域,中国车企有望实现弯道超车,带动国内","images":[{"img":"https://static.tigerbbs.com/07436873fc72bb2954610af2b91597d9","width":"1626","height":"1131"},{"img":"https://static.tigerbbs.com/6a52e4ccb7dfd385b15fb7cd9c0f6b3c","width":"718","height":"219"},{"img":"https://static.tigerbbs.com/4272c4bf733f1b11d5c262e1832f9433","width":"1024","height":"687"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":9,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/874313332","isVote":1,"tweetType":1,"viewCount":26277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000313","authorId":"9000000000000313","name":"德迈metro","avatar":"https://static.tigerbbs.com/66be84645eeac71f62d4ad271c145cd9","crmLevel":1,"crmLevelSwitch":0},"content":"为什么不直接买碳中和相关的股票呢,不是更有机会?","text":"为什么不直接买碳中和相关的股票呢,不是更有机会?","html":"为什么不直接买碳中和相关的股票呢,不是更有机会?"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":874998678,"gmtCreate":1637718032040,"gmtModify":1637718716708,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉全产业链股整理一.内,外饰件1.拓普集团:副车架,控制臂,地毯,顶棚等2.华域汽车:内饰,座椅,保险杠3.福耀玻璃:汽车玻璃4.岱美股份:遮阳板5.宁波华翔:内饰件6.均胜电子:气囊,方向盘等7.常熟汽饰:内饰件8.京威股份:外饰件9.继峰股份:喇叭网10.天汽模:车身模具11.新泉股份:内饰件12.敏实集团:铝饰条二.车身结构1.华域汽车:车身分拼总成件2.凌云股份:车身金属零部件3.中鼎股份:空气悬挂4.华达科技:车身冲压件5.文灿股份:铝合金结构件6.广东鸿图:支架类产品三.汽车电子1.四维图新:车载导航电子地图数据及服务2.安洁科技:精密功能器件,精密金属结构件和模组类3.东山精密:FPC等4.长信科技:显示器模组5.宏发股份:继电器6.长盈精密:Busbar等7.世运电路:PCB板8.联创电子:摄像头9.均胜电子:HMI控制器,传感器10.智慧能源:充电设备四.动力系统1.旭升股份:变速箱箱体,逆变器端盖等2.东睦股份:逆变器齿轮油3.隆盛科技:马达铁芯4.三花智控:电子膨胀阀等5.银轮股份:换热模块6.凌云股份:尼龙管路7.华域汽车:电池盒8.宁德时代:动力电池9.LG化学:动力电池10.璞泰来:负极11.恩捷股份:隔膜【湿法】12.星源材质:隔膜【干法】13.新宙邦:电解液14.科达利:结构件15.先导智能:锂电设备","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉全产业链股整理一.内,外饰件1.拓普集团:副车架,控制臂,地毯,顶棚等2.华域汽车:内饰,座椅,保险杠3.福耀玻璃:汽车玻璃4.岱美股份:遮阳板5.宁波华翔:内饰件6.均胜电子:气囊,方向盘等7.常熟汽饰:内饰件8.京威股份:外饰件9.继峰股份:喇叭网10.天汽模:车身模具11.新泉股份:内饰件12.敏实集团:铝饰条二.车身结构1.华域汽车:车身分拼总成件2.凌云股份:车身金属零部件3.中鼎股份:空气悬挂4.华达科技:车身冲压件5.文灿股份:铝合金结构件6.广东鸿图:支架类产品三.汽车电子1.四维图新:车载导航电子地图数据及服务2.安洁科技:精密功能器件,精密金属结构件和模组类3.东山精密:FPC等4.长信科技:显示器模组5.宏发股份:继电器6.长盈精密:Busbar等7.世运电路:PCB板8.联创电子:摄像头9.均胜电子:HMI控制器,传感器10.智慧能源:充电设备四.动力系统1.旭升股份:变速箱箱体,逆变器端盖等2.东睦股份:逆变器齿轮油3.隆盛科技:马达铁芯4.三花智控:电子膨胀阀等5.银轮股份:换热模块6.凌云股份:尼龙管路7.华域汽车:电池盒8.宁德时代:动力电池9.LG化学:动力电池10.璞泰来:负极11.恩捷股份:隔膜【湿法】12.星源材质:隔膜【干法】13.新宙邦:电解液14.科达利:结构件15.先导智能:锂电设备","text":"$特斯拉(TSLA)$特斯拉全产业链股整理一.内,外饰件1.拓普集团:副车架,控制臂,地毯,顶棚等2.华域汽车:内饰,座椅,保险杠3.福耀玻璃:汽车玻璃4.岱美股份:遮阳板5.宁波华翔:内饰件6.均胜电子:气囊,方向盘等7.常熟汽饰:内饰件8.京威股份:外饰件9.继峰股份:喇叭网10.天汽模:车身模具11.新泉股份:内饰件12.敏实集团:铝饰条二.车身结构1.华域汽车:车身分拼总成件2.凌云股份:车身金属零部件3.中鼎股份:空气悬挂4.华达科技:车身冲压件5.文灿股份:铝合金结构件6.广东鸿图:支架类产品三.汽车电子1.四维图新:车载导航电子地图数据及服务2.安洁科技:精密功能器件,精密金属结构件和模组类3.东山精密:FPC等4.长信科技:显示器模组5.宏发股份:继电器6.长盈精密:Busbar等7.世运电路:PCB板8.联创电子:摄像头9.均胜电子:HMI控制器,传感器10.智慧能源:充电设备四.动力系统1.旭升股份:变速箱箱体,逆变器端盖等2.东睦股份:逆变器齿轮油3.隆盛科技:马达铁芯4.三花智控:电子膨胀阀等5.银轮股份:换热模块6.凌云股份:尼龙管路7.华域汽车:电池盒8.宁德时代:动力电池9.LG化学:动力电池10.璞泰来:负极11.恩捷股份:隔膜【湿法】12.星源材质:隔膜【干法】13.新宙邦:电解液14.科达利:结构件15.先导智能:锂电设备","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874998678","isVote":1,"tweetType":1,"viewCount":1452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875576040,"gmtCreate":1637675571545,"gmtModify":1637675571545,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>1090进场也不让我站岗,很香","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>1090进场也不让我站岗,很香","text":"$特斯拉(TSLA)$1090进场也不让我站岗,很香","images":[{"img":"https://static.tigerbbs.com/a70cd753da4a1cab688adf80e7fac4fc","width":"1170","height":"610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875576040","isVote":1,"tweetType":1,"viewCount":1550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875579365,"gmtCreate":1637675016118,"gmtModify":1637678584813,"author":{"id":"3557361731467849","authorId":"3557361731467849","name":"悠乐发财经","avatar":"https://static.tigerbbs.com/f76921d52f0200e773d0e9d4011b8a30","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看盘术(1)集合竞价","htmlText":"\n \n \n 如何通过集合竞价来判断主力意图?<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> \n \n","listText":"如何通过集合竞价来判断主力意图?<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> ","text":"如何通过集合竞价来判断主力意图?$蔚来(NIO)$ $特斯拉(TSLA)$ $嘉楠科技(CAN)$","images":[{"img":"https://static.tigerbbs.com/6eaa321d82e81ab1418fa46a3a8d4005","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/875579365","isVote":1,"tweetType":2,"object":{"id":"4526bf84058446628c9407817e2d9a64","tweetId":"875579365","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/19a44da7387702291631144116/v.f30.mp4","poster":"https://static.tigerbbs.com/6eaa321d82e81ab1418fa46a3a8d4005"},"viewCount":12690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000315","authorId":"9000000000000315","name":"弹力绳22","avatar":"https://static.tigerbbs.com/9a2c539bd7eff494d3755975b44673ef","crmLevel":1,"crmLevelSwitch":0},"content":"对集合竞价的解读比较贴切,很喜欢这样的干货。","text":"对集合竞价的解读比较贴切,很喜欢这样的干货。","html":"对集合竞价的解读比较贴切,很喜欢这样的干货。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}