FFIE的个人主页 - 老虎社区

FFIE

FFIE

专业埋人三十年

IP属地：未知

228关注

130粉丝

11主题

0勋章

2021-09-18

买买买

@荒野侦探:船运价格飞涨，航运三傻了解一下？

2021-09-10

好

抱歉，原内容已删除

2021-08-30

很好的文章

@猛虎财经:Affirm宣布与亚马逊合作，爆发才刚刚开始

2021-08-27

$逸仙电商(YSG)$暴雨啦

2021-08-26

$高途(GOTU)$。⁵⁵⁵

2021-08-21

这篇文章不错，转发给大家看

@正颈危坐:被低估的脸书元宇宙

2021-08-20

跌了[喷血] [喷血] [喷血]

抱歉，原内容已删除

2021-08-16

$快手-W(01024)$大暴跌你无法想象[喷血] [喷血] [喷血]

2021-08-13

$Opendoor Technologies Inc(OPEN)$智通财经APP获悉，8月12日(周四)，Opendoor Technologies(OPEN.US)股价走高，截至北京时间23：29，该股涨超15%，报16.692美元。该公司寻求20亿美元的信贷融通工具，以支持消费者购房。此前该公司公布的财报显示，二季度公司收入为12亿美元，比第一季度增长59%，超过市场预期的10.6亿美元。公司第二季度售出3481套住房，比第一季度增长41%。该公司在第二季度收购了8494套房屋，比第一季度收购的房屋增加136

2021-08-13

$高途(GOTU)$哎

2021-08-12

$高途(GOTU)$100亿跌剩8亿没了92亿刀，596亿人民币[喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血] [喷血]

2021-08-12

$高途(GOTU)$哎，都没人说话了[喷血] [喷血] [喷血]

2021-08-11

冲

@爱上趋势股:万亿基建通过：中美光伏战役正式打响！

2021-08-10

现在上市得大把人做空，可以参考腾讯音乐走势

抱歉，原内容已删除

2021-08-06

厉害了

抱歉，原内容已删除

2021-08-03

$腾讯控股(00700)$444.4[喷血] [喷血] [喷血]

2021-08-02

这篇文章不错，转发给大家看

@美港电讯APP:$特斯拉(TSLA)$摩根士丹利：将特斯拉评级下调至低配；目标价650美元https://www.ushknews.com/

2021-07-31

[财迷] [财迷] [财迷]

抱歉，原内容已删除

2021-07-30

[喷血] [喷血] [喷血]

@晚点LatePost:好未来、高途大裁员，一个行业开始接受现实

2021-07-28

$罗素2000指数三倍做多ETF-Direxion(TNA)$标普道琼斯决定从8月2日起从其指数中剔除25家中国公司，而富时罗素则表示将在7月28日从其指数中再剔除20家中资企业。富时罗素表示，该决定是基于指数用户和利益相关方的反馈。转发的

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2021年8月2日，这个价格涨到了16000美元。 2021年8月15日，这个价格突破了20000美元。 航运价格飞涨，也带动相关公司股价。这正是本文想说的重点，航运三傻<a target=\"_blank\" href=\"https://laohu8.com/S/SB\">$Safe Bulkers(SB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a> ，横空出世。谈论这三家公司前，我们需要知道，航运是运量最大的运输方式，比之空运和陆运成本还低。 而造就本次航运价格飞涨的原因，和疫情息息相关。海运运价持续大涨背后，是美欧等主要经济体走出疫情、需求持续修复，同时全球海运运力“供不应求”。2020年下半年以来，全球集运运力同比仅从2.6%反弹至4%，完全“跟不上”需求修复的节奏。而谈到这三家公司，一起认识下它们： <a target=\"_blank\" href=\"https://laohu8.com/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a> ZIM是一家专业的全球班轮公司，通过在世界各地运输集装箱货物而获利，特别是在不受大型班轮运营商欢迎的小范围航线上。ZIM是世界上第10大航运公司，总部设在以色列。 ZIM的经营模式与Maersk、MSC、CMA CGM、COSCO等其他大型班轮公司非常相似。","listText":"2020年1月，一个40英尺集装箱从中国宁波港运到美国洛杉矶的海运价格是1000多美元。 2021年8月2日，这个价格涨到了16000美元。 2021年8月15日，这个价格突破了20000美元。 航运价格飞涨，也带动相关公司股价。这正是本文想说的重点，航运三傻<a target=\"_blank\" href=\"https://laohu8.com/S/SB\">$Safe Bulkers(SB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a> ，横空出世。谈论这三家公司前，我们需要知道，航运是运量最大的运输方式，比之空运和陆运成本还低。 而造就本次航运价格飞涨的原因，和疫情息息相关。海运运价持续大涨背后，是美欧等主要经济体走出疫情、需求持续修复，同时全球海运运力“供不应求”。2020年下半年以来，全球集运运力同比仅从2.6%反弹至4%，完全“跟不上”需求修复的节奏。而谈到这三家公司，一起认识下它们： <a target=\"_blank\" href=\"https://laohu8.com/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a> ZIM是一家专业的全球班轮公司，通过在世界各地运输集装箱货物而获利，特别是在不受大型班轮运营商欢迎的小范围航线上。ZIM是世界上第10大航运公司，总部设在以色列。 ZIM的经营模式与Maersk、MSC、CMA CGM、COSCO等其他大型班轮公司非常相似。","text":"2020年1月，一个40英尺集装箱从中国宁波港运到美国洛杉矶的海运价格是1000多美元。 2021年8月2日，这个价格涨到了16000美元。 2021年8月15日，这个价格突破了20000美元。 航运价格飞涨，也带动相关公司股价。这正是本文想说的重点，航运三傻$Safe Bulkers(SB)$ $ZIM Integrated Shipping Services Ltd.(ZIM)$ $Castor Maritime, Inc.(CTRM)$ ，横空出世。谈论这三家公司前，我们需要知道，航运是运量最大的运输方式，比之空运和陆运成本还低。 而造就本次航运价格飞涨的原因，和疫情息息相关。海运运价持续大涨背后，是美欧等主要经济体走出疫情、需求持续修复，同时全球海运运力“供不应求”。2020年下半年以来，全球集运运力同比仅从2.6%反弹至4%，完全“跟不上”需求修复的节奏。而谈到这三家公司，一起认识下它们： $ZIM Integrated Shipping Services Ltd.(ZIM)$ ZIM是一家专业的全球班轮公司，通过在世界各地运输集装箱货物而获利，特别是在不受大型班轮运营商欢迎的小范围航线上。ZIM是世界上第10大航运公司，总部设在以色列。 ZIM的经营模式与Maersk、MSC、CMA CGM、COSCO等其他大型班轮公司非常相似。","images":[{"img":"https://static.tigerbbs.com/031b3e5a0cddf9a3adf60e9e70c2a908","width":"640","height":"424"},{"img":"https://static.tigerbbs.com/976cd6df25f72e2d498596e753f3f731","width":"1835","height":"852"},{"img":"https://static.tigerbbs.com/574fba4a3de7218259f140c8f1301118","width":"640","height":"546"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885293806","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883750222,"gmtCreate":1631276021766,"gmtModify":1631276021766,"author":{"id":"3562922934125513","authorId":"3562922934125513","name":"FFIE","avatar":"https://static.tigerbbs.com/d1db3b44fa80775a8ac6bf3f8b4a3828","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562922934125513","idStr":"3562922934125513"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883750222","repostId":"2166327996","repostType":2,"isVote":1,"tweetType":1,"viewCount":4473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811877255,"gmtCreate":1630313561277,"gmtModify":1704958253852,"author":{"id":"3562922934125513","authorId":"3562922934125513","name":"FFIE","avatar":"https://static.tigerbbs.com/d1db3b44fa80775a8ac6bf3f8b4a3828","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562922934125513","idStr":"3562922934125513"},"themes":[],"htmlText":"很好的文章","listText":"很好的文章","text":"很好的文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811877255","repostId":"813578551","repostType":1,"repost":{"id":813578551,"gmtCreate":1630221118573,"gmtModify":1744960729907,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480981608385315","idStr":"3480981608385315"},"themes":[],"title":"Affirm宣布与亚马逊合作，爆发才刚刚开始","htmlText":"摘要：Affirm<a target=\"_blank\" href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>是著名的分期付款服务提供商之一。该公司与12000多家商家合作，其中包括Peloton、沃尔玛、Shopify。亚马逊周五宣布与美国电商分期付款服务提供商Affirm合作，首次为用户提供分期付款选项。并在未来几个月内更广泛地推广。该合作伙伴关系将允许亚马逊客户分期付款50美元或以上的购物金额。受此消息影响，Affirm股价在周五盘后飙升了逾35%。亚马逊股价则未有明显变动。 近年来，分期付款购物模式已经成为了一个新的商机，Pypl、Sq先后布局先买后付(BNPL)，PayPal已推出“Pay in 4”模式，这是为其美国客户提供的无息短期分期付款服务。 美国金融科技公司Square则直接以约290亿美元的全股票交易收购澳洲Afterpay。可以看出金融支付公司对BNPL的重视，而Affirm与亚马逊的合作将进一步巩固公司在金融支付的地位。 2021 财年第三季度财务回顾（截止2021年3月31日） AFRM是一家赋予消费者权力并帮助商家推动增长的支付网络，今天公布了其 2021 财年第三季度的财务业绩可以看到，随着Affirm为消费者和商家建立最有价值和最透明的金融网络的持续进展。在此期间，公司平台上的商家数量增加了一倍多，GMV 增长加速至 83%，活跃消费者同比增长60%，取得了强劲的增长。” 总收入为 2.307 亿美元，与 2020 财年第三季度相比增长 67%，这主要是由于网络收入和利息收入的增长，分别与 GMV 和用于投资的贷款增长相关。总收入包括与 Peloton 自愿召回其 Tread+ 和 Tread 产品的估计财务影响相关的收入减少 350 万美元 总收入减去交易成本为","listText":"摘要：Affirm<a target=\"_blank\" href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>是著名的分期付款服务提供商之一。该公司与12000多家商家合作，其中包括Peloton、沃尔玛、Shopify。亚马逊周五宣布与美国电商分期付款服务提供商Affirm合作，首次为用户提供分期付款选项。并在未来几个月内更广泛地推广。该合作伙伴关系将允许亚马逊客户分期付款50美元或以上的购物金额。受此消息影响，Affirm股价在周五盘后飙升了逾35%。亚马逊股价则未有明显变动。 近年来，分期付款购物模式已经成为了一个新的商机，Pypl、Sq先后布局先买后付(BNPL)，PayPal已推出“Pay in 4”模式，这是为其美国客户提供的无息短期分期付款服务。 美国金融科技公司Square则直接以约290亿美元的全股票交易收购澳洲Afterpay。可以看出金融支付公司对BNPL的重视，而Affirm与亚马逊的合作将进一步巩固公司在金融支付的地位。 2021 财年第三季度财务回顾（截止2021年3月31日） AFRM是一家赋予消费者权力并帮助商家推动增长的支付网络，今天公布了其 2021 财年第三季度的财务业绩可以看到，随着Affirm为消费者和商家建立最有价值和最透明的金融网络的持续进展。在此期间，公司平台上的商家数量增加了一倍多，GMV 增长加速至 83%，活跃消费者同比增长60%，取得了强劲的增长。” 总收入为 2.307 亿美元，与 2020 财年第三季度相比增长 67%，这主要是由于网络收入和利息收入的增长，分别与 GMV 和用于投资的贷款增长相关。总收入包括与 Peloton 自愿召回其 Tread+ 和 Tread 产品的估计财务影响相关的收入减少 350 万美元 总收入减去交易成本为","text":"摘要：Affirm$Affirm Holdings, Inc.(AFRM)$是著名的分期付款服务提供商之一。该公司与12000多家商家合作，其中包括Peloton、沃尔玛、Shopify。亚马逊周五宣布与美国电商分期付款服务提供商Affirm合作，首次为用户提供分期付款选项。并在未来几个月内更广泛地推广。该合作伙伴关系将允许亚马逊客户分期付款50美元或以上的购物金额。受此消息影响，Affirm股价在周五盘后飙升了逾35%。亚马逊股价则未有明显变动。 近年来，分期付款购物模式已经成为了一个新的商机，Pypl、Sq先后布局先买后付(BNPL)，PayPal已推出“Pay in 4”模式，这是为其美国客户提供的无息短期分期付款服务。 美国金融科技公司Square则直接以约290亿美元的全股票交易收购澳洲Afterpay。可以看出金融支付公司对BNPL的重视，而Affirm与亚马逊的合作将进一步巩固公司在金融支付的地位。 2021 财年第三季度财务回顾（截止2021年3月31日） AFRM是一家赋予消费者权力并帮助商家推动增长的支付网络，今天公布了其 2021 财年第三季度的财务业绩可以看到，随着Affirm为消费者和商家建立最有价值和最透明的金融网络的持续进展。在此期间，公司平台上的商家数量增加了一倍多，GMV 增长加速至 83%，活跃消费者同比增长60%，取得了强劲的增长。” 总收入为 2.307 亿美元，与 2020 财年第三季度相比增长 67%，这主要是由于网络收入和利息收入的增长，分别与 GMV 和用于投资的贷款增长相关。总收入包括与 Peloton 自愿召回其 Tread+ 和 Tread 产品的估计财务影响相关的收入减少 350 万美元 总收入减去交易成本为","images":[{"img":"https://static.tigerbbs.com/2c9cc1428b3287c50258018762491b83","width":"688","height":"459"},{"img":"https://static.tigerbbs.com/5682247c4b6fe1f24bcd905432b6e042","width":"688","height":"423"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813578551","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810456201,"gmtCreate":1629995577103,"gmtModify":1704954404468,"author":{"id":"3562922934125513","authorId":"3562922934125513","name":"FFIE","avatar":"https://static.tigerbbs.com/d1db3b44fa80775a8ac6bf3f8b4a3828","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562922934125513","idStr":"3562922934125513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>暴雨啦","listText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>暴雨啦","text":"$逸仙电商(YSG)$暴雨啦","images":[{"img":"https://static.tigerbbs.com/2bf9d296c6bb30ff2c8cf060afa9b4ea","width":"1080","height":"2408"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810456201","isVote":1,"tweetType":1,"viewCount":3938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":837475065,"gmtCreate":1629910017457,"gmtModify":1629910017457,"author":{"id":"3562922934125513","authorId":"3562922934125513","name":"FFIE","avatar":"https://static.tigerbbs.com/d1db3b44fa80775a8ac6bf3f8b4a3828","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562922934125513","idStr":"3562922934125513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>。⁵⁵⁵","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>。⁵⁵⁵","text":"$高途(GOTU)$。⁵⁵⁵","images":[{"img":"https://static.tigerbbs.com/10f4b7f7d12319085b64f1aafa99f64a","width":"863","height":"994"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837475065","isVote":1,"tweetType":1,"viewCount":3719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":836662439,"gmtCreate":1629477357421,"gmtModify":1629477357421,"author":{"id":"3562922934125513","authorId":"3562922934125513","name":"FFIE","avatar":"https://static.tigerbbs.com/d1db3b44fa80775a8ac6bf3f8b4a3828","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562922934125513","idStr":"3562922934125513"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836662439","repostId":"836600623","repostType":1,"repost":{"id":836600623,"gmtCreate":1629472681462,"gmtModify":1629514392115,"author":{"id":"3572869524840443","authorId":"3572869524840443","name":"正颈危坐","avatar":"https://static.tigerbbs.com/d074837d255ab1f57720d75bd2369fdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572869524840443","idStr":"3572869524840443"},"themes":[],"title":"被低估的脸书元宇宙","htmlText":"从基本面来看，<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>可能是FAANG股票中最便宜的。尽管近期股价有所上涨，但脸书的前景仍然值得投资。最显而易见的是，脸书稳定的商业模式，至少在未来几年内，能够提供大量现金流。然而，从长远来看，脸书手里的王炸应该是元宇宙（metaverse）。脸书无疑是当前最核心的元宇宙题材股。尽管实现元宇宙道阻且长，但脸书稳定的财务状况、用户群，足够支撑起扎克伯格的元宇宙梦想了。投资脸书需要极大的耐心。在智能手机刚刚兴起的时候，有分析师认为智能手机将将终结起源于PC端的脸书。 然而，脸书用业绩漂亮地回应了质疑。公司每股收益从2012年的0.01美元上升到上一财年的10.09美元。于此同时，每股自由现金流也从0.17美元增至8.18美元——如果单看当前的数据，脸书更像拥有现金奶牛的价值股，而非烧钱的科技股。既然脸书靠传统业务已经足够滋润，为何还要砸钱去做元宇宙？尽管元宇宙仍是一个虚拟环境，但在扎克伯格的蓝图中，元宇宙是一个沉浸式的实体互联网，而不仅仅是手机屏幕上的互联网。元宇宙的流量入口将是多种多样的，除了常见的PC、手机，VR/AR设备也将占有一席之地。在元宇宙中，我们可以建立一个聚会场所，与朋友一起娱乐、工作。随着VR/AR技术的进步完我们甚至可以在元宇宙中，身临其境地跟朋友们一起跳舞。这才是真正的所见即所得。届时，数字空间将成为我们自我表达的核心载体，而这将带来全新的体验和机会。在很多年前，当人们看到第一辆车，第一次听说互联网时，很多人都把它们当成笑话。元宇宙也是如此。然而，元宇宙已经向现实迈出了第一步。不仅脸书在做，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>也向元宇宙抛出了橄榄枝。为了布局元宇宙，脸书投资的VR设备公司，已","listText":"从基本面来看，<a 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>也向元宇宙抛出了橄榄枝。为了布局元宇宙，脸书投资的VR设备公司，已","text":"从基本面来看，$Facebook(FB)$可能是FAANG股票中最便宜的。尽管近期股价有所上涨，但脸书的前景仍然值得投资。最显而易见的是，脸书稳定的商业模式，至少在未来几年内，能够提供大量现金流。然而，从长远来看，脸书手里的王炸应该是元宇宙（metaverse）。脸书无疑是当前最核心的元宇宙题材股。尽管实现元宇宙道阻且长，但脸书稳定的财务状况、用户群，足够支撑起扎克伯格的元宇宙梦想了。投资脸书需要极大的耐心。在智能手机刚刚兴起的时候，有分析师认为智能手机将将终结起源于PC端的脸书。 然而，脸书用业绩漂亮地回应了质疑。公司每股收益从2012年的0.01美元上升到上一财年的10.09美元。于此同时，每股自由现金流也从0.17美元增至8.18美元——如果单看当前的数据，脸书更像拥有现金奶牛的价值股，而非烧钱的科技股。既然脸书靠传统业务已经足够滋润，为何还要砸钱去做元宇宙？尽管元宇宙仍是一个虚拟环境，但在扎克伯格的蓝图中，元宇宙是一个沉浸式的实体互联网，而不仅仅是手机屏幕上的互联网。元宇宙的流量入口将是多种多样的，除了常见的PC、手机，VR/AR设备也将占有一席之地。在元宇宙中，我们可以建立一个聚会场所，与朋友一起娱乐、工作。随着VR/AR技术的进步完我们甚至可以在元宇宙中，身临其境地跟朋友们一起跳舞。这才是真正的所见即所得。届时，数字空间将成为我们自我表达的核心载体，而这将带来全新的体验和机会。在很多年前，当人们看到第一辆车，第一次听说互联网时，很多人都把它们当成笑话。元宇宙也是如此。然而，元宇宙已经向现实迈出了第一步。不仅脸书在做，$腾讯控股(00700)$也向元宇宙抛出了橄榄枝。为了布局元宇宙，脸书投资的VR设备公司，已","images":[{"img":"https://static.tigerbbs.com/196374ed77a66b3d879c918232229e7e","width":"1200","height":"628"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836600623","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836082954,"gmtCreate":1629437931978,"gmtModify":1629437931978,"author":{"id":"3562922934125513","authorId":"3562922934125513","name":"FFIE","avatar":"https://static.tigerbbs.com/d1db3b44fa80775a8ac6bf3f8b4a3828","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562922934125513","idStr":"3562922934125513"},"themes":[],"htmlText":"跌了[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","listText":"跌了[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","text":"跌了[喷血] 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[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894088228","isVote":1,"tweetType":1,"viewCount":2858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895939485,"gmtCreate":1628700797447,"gmtModify":1628700797447,"author":{"id":"3562922934125513","authorId":"3562922934125513","name":"FFIE","avatar":"https://static.tigerbbs.com/d1db3b44fa80775a8ac6bf3f8b4a3828","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562922934125513","idStr":"3562922934125513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>哎，都没人说话了[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>哎，都没人说话了[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","text":"$高途(GOTU)$哎，都没人说话了[喷血] [喷血] 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target=\"_blank\" href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a>，从20涨到了28，涨幅40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> ，从30涨到了44，涨幅46%。 第二篇，5月份写的：<a href=\"https://laohu8.com/TW/190872054\" target=\"_blank\">别盯着特斯拉、蔚来了，美国钢铁都涨上天了！</a> 还是反复强调钢铁、建材等基建的投资机会，这次主要提到的是<a target=\"_blank\" href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> ,后来它从95涨到了118，涨幅24%。 今天，不说钢铁了，咱们聊聊其他的投资机会。 01先简述一下，昨天通过的是拜登的1.2万亿基建法案，这里面有5500亿将投入到基础设施的建设中。 具体包括： 1100亿美元，用于修建道路、桥梁； 660亿美元，用于修建铁路； 400亿美元，用于公共交通投资； 650亿美元，用于网络基建投资； 650亿美元，用于改善发电设施； 500亿美元，用于提升应对自然灾害和网络安全攻击的能力； 75亿美元，用于新建电动车充电站； 75亿美元，用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元投资法案，","text":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的：美国“洪水四溢”，大基建势在必行！ 我预示了两个观点，一是美国通胀将会爆发，二是美国基建法案必然会通过。 如今看，两个预言都已成真。 按照当时的逻辑，重点推荐了: $美国钢铁(X)$，从20涨到了28，涨幅40%。 $美国铝业(AA)$ ，从30涨到了44，涨幅46%。 第二篇，5月份写的：别盯着特斯拉、蔚来了，美国钢铁都涨上天了！ 还是反复强调钢铁、建材等基建的投资机会，这次主要提到的是$纽柯钢铁(NUE)$ ,后来它从95涨到了118，涨幅24%。 今天，不说钢铁了，咱们聊聊其他的投资机会。 01先简述一下，昨天通过的是拜登的1.2万亿基建法案，这里面有5500亿将投入到基础设施的建设中。 具体包括： 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