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做多中国体育时尚产业
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物我无尽
2021-01-28
蔚来21年底会到多少？
物我无尽
2021-04-24
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继续
物我无尽
2021-05-30
$李宁(02331)$
继续分享 完成任务
物我无尽
2021-06-28
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加油，慢慢来
物我无尽
2021-05-12
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回调
物我无尽
2021-04-21
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长期看好国产运动时尚赛道
物我无尽
2021-06-24
$361度(01361)$
Keep it up
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2021-06-17
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继续向上
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物我无尽
2021-06-03
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5元谢谢
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截至欧洲中部时间3月1日17时37分(北京时间3月2日0时37分)，全球累计新冠肺炎确诊病例达到了4.35亿例，疫情的全球蔓延态势还没能得到有效缓解。另一方面，全国各地也开始出现了点状散发的趋势，让整个资本市场又开始全面关注起了疫苗概念股，在当前市场之上尚未出现明确特效药的情况下，面对着病毒，疫苗成为了最有效的应对办法，疫苗概念股再度在市场走红。特别是近期，期待已久的新冠疫苗序贯加强免疫接种新方案正式公布，序贯免疫概念成为了市场关注的核心焦点。什么叫序贯加强免疫呢？根据央广网的报道，序贯，是指不同技术路线的疫苗进行间隔接种（也就是现在国际上常说的“异源加强”），从而达到单一技术路径疫苗不能成功实现的高保护效力或持久免疫力。以新冠疫苗来说，如果先前已完成两剂灭活疫苗接种，后续需要打加强针时，改用其他非灭活路线的疫苗，那么就称为序贯加强。举个例子，之前初免接种的疫苗A，加强接种时选择疫苗B，便是序贯加强。就目前新冠疫苗已有的研究结果显示，A+B的序贯方案比A+A的方案效果更好。据了解，截止目前我国共有7款疫苗获批附条件上市或紧急使用。其中灭活疫苗5个，腺病毒载体疫苗1个，重组蛋白疫苗1个。在当前大多数人都是接种灭活疫苗的大背景下，国家大力推动序贯免疫无疑将会对于腺病毒载体疫苗和重组单白疫苗带来更多","images":[{"img":"https://static.tigerbbs.com/67aa974a29ffe16ebe8692d9d763a3a9","width":"632","height":"319"},{"img":"https://static.tigerbbs.com/270a1f81c21d3d5258508ad190d5218c","width":"632","height":"278"},{"img":"https://static.tigerbbs.com/63bed7ea3a8075efe3d0fdf8304d04fb","width":"632","height":"444"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632504559","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634971634,"gmtCreate":1647337723628,"gmtModify":1647337723628,"author":{"id":"3568618835476512","authorId":"3568618835476512","name":"物我无尽","avatar":"https://static.tigerbbs.com/9c18bd78666462bcabbade6d8033db34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568618835476512","authorIdStr":"3568618835476512"},"themes":[],"htmlText":"今年一直空仓 现在准备伺机而动","listText":"今年一直空仓 现在准备伺机而动","text":"今年一直空仓 现在准备伺机而动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634971634","repostId":"635668752","repostType":1,"repost":{"id":635668752,"gmtCreate":1646982498762,"gmtModify":1744960797205,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"中概股再遭血洗，聊聊我是如何应对暴跌的！","htmlText":"昨夜，美国证监会将5家中概股列入《外国公司问责法》的暂定清单，包括百济神州、百胜中国、再鼎医药、盛美半导体、和黄医药。根据该法案，如果外国上市公司连续三年未能提交美国上市公司会计监督委员会所要求的报告，SEC有权将其从交易所摘牌。这则消息让中概股再遭血洗，拼多多一夜暴跌17%、爱奇艺暴跌22%！恐慌情绪传到港股，美团一度大跌12%；腾讯一度大跌6%，股价创调整新低；阿里巴巴一度大跌8%，跌破90港币大关。其他互联网企业一概遭遇血洗。恐慌之下，很多中概股投资者在犹豫要不要继续抄底？作为10年投资的老司机，也算是经历过2015年A股股灾和2018年的慢熊，分享几个熊市保命的经验。第一点：不用杠杆2015年首先杀的就是杠杆，但凡融资的投资者，基本没有善终的。因此，如果你想抄底中概股，不要用杠杆。第二点：别急着加仓抄底中概的投资者，很多人痛苦的来源就是频繁加仓。以腾讯为例，在410-480横盘震荡区间，很多人反复加仓，包括段永平。大家都认为腾讯长时间的震荡，是大底无疑，害怕错失20PE的腾讯，于是，稍微点几个点，就嚷嚷抄底。结果，腾讯无情的跌破了这个横盘震荡区间，刚跌破的时候有人喊抄底，如今遭遇SEC退市危机，仍然急着考虑要不要买点。个人经验，在熊市的时候，抄底不是按照几个点来规划的，而是腾讯20PE抄底1把、15PE抄一把、10PE打出最后的子弹。所以，20pe抄底的人，不应该在19PE、或者18PE的时候就动手，一定要把抄底加仓的区间拉大。第三点：单一个股设置仓位天花板很多投资者不设仓位天花板，有时候甚至卖出盈利的股，全仓买入亏损的股。我个人对单一股票，或者同行业股票，最大仓位30%，达到之后，无论是多么便宜的价格，都不会再加仓。如果亏损的股是好股，它会在后面涨回来，甚至创下历史新高，比如腾讯。而如果买入的股票是垃圾股，或者基本面恶化，那你加仓越多，亏损越多。所以，如果中概股占","listText":"昨夜，美国证监会将5家中概股列入《外国公司问责法》的暂定清单，包括百济神州、百胜中国、再鼎医药、盛美半导体、和黄医药。根据该法案，如果外国上市公司连续三年未能提交美国上市公司会计监督委员会所要求的报告，SEC有权将其从交易所摘牌。这则消息让中概股再遭血洗，拼多多一夜暴跌17%、爱奇艺暴跌22%！恐慌情绪传到港股，美团一度大跌12%；腾讯一度大跌6%，股价创调整新低；阿里巴巴一度大跌8%，跌破90港币大关。其他互联网企业一概遭遇血洗。恐慌之下，很多中概股投资者在犹豫要不要继续抄底？作为10年投资的老司机，也算是经历过2015年A股股灾和2018年的慢熊，分享几个熊市保命的经验。第一点：不用杠杆2015年首先杀的就是杠杆，但凡融资的投资者，基本没有善终的。因此，如果你想抄底中概股，不要用杠杆。第二点：别急着加仓抄底中概的投资者，很多人痛苦的来源就是频繁加仓。以腾讯为例，在410-480横盘震荡区间，很多人反复加仓，包括段永平。大家都认为腾讯长时间的震荡，是大底无疑，害怕错失20PE的腾讯，于是，稍微点几个点，就嚷嚷抄底。结果，腾讯无情的跌破了这个横盘震荡区间，刚跌破的时候有人喊抄底，如今遭遇SEC退市危机，仍然急着考虑要不要买点。个人经验，在熊市的时候，抄底不是按照几个点来规划的，而是腾讯20PE抄底1把、15PE抄一把、10PE打出最后的子弹。所以，20pe抄底的人，不应该在19PE、或者18PE的时候就动手，一定要把抄底加仓的区间拉大。第三点：单一个股设置仓位天花板很多投资者不设仓位天花板，有时候甚至卖出盈利的股，全仓买入亏损的股。我个人对单一股票，或者同行业股票，最大仓位30%，达到之后，无论是多么便宜的价格，都不会再加仓。如果亏损的股是好股，它会在后面涨回来，甚至创下历史新高，比如腾讯。而如果买入的股票是垃圾股，或者基本面恶化，那你加仓越多，亏损越多。所以，如果中概股占","text":"昨夜，美国证监会将5家中概股列入《外国公司问责法》的暂定清单，包括百济神州、百胜中国、再鼎医药、盛美半导体、和黄医药。根据该法案，如果外国上市公司连续三年未能提交美国上市公司会计监督委员会所要求的报告，SEC有权将其从交易所摘牌。这则消息让中概股再遭血洗，拼多多一夜暴跌17%、爱奇艺暴跌22%！恐慌情绪传到港股，美团一度大跌12%；腾讯一度大跌6%，股价创调整新低；阿里巴巴一度大跌8%，跌破90港币大关。其他互联网企业一概遭遇血洗。恐慌之下，很多中概股投资者在犹豫要不要继续抄底？作为10年投资的老司机，也算是经历过2015年A股股灾和2018年的慢熊，分享几个熊市保命的经验。第一点：不用杠杆2015年首先杀的就是杠杆，但凡融资的投资者，基本没有善终的。因此，如果你想抄底中概股，不要用杠杆。第二点：别急着加仓抄底中概的投资者，很多人痛苦的来源就是频繁加仓。以腾讯为例，在410-480横盘震荡区间，很多人反复加仓，包括段永平。大家都认为腾讯长时间的震荡，是大底无疑，害怕错失20PE的腾讯，于是，稍微点几个点，就嚷嚷抄底。结果，腾讯无情的跌破了这个横盘震荡区间，刚跌破的时候有人喊抄底，如今遭遇SEC退市危机，仍然急着考虑要不要买点。个人经验，在熊市的时候，抄底不是按照几个点来规划的，而是腾讯20PE抄底1把、15PE抄一把、10PE打出最后的子弹。所以，20pe抄底的人，不应该在19PE、或者18PE的时候就动手，一定要把抄底加仓的区间拉大。第三点：单一个股设置仓位天花板很多投资者不设仓位天花板，有时候甚至卖出盈利的股，全仓买入亏损的股。我个人对单一股票，或者同行业股票，最大仓位30%，达到之后，无论是多么便宜的价格，都不会再加仓。如果亏损的股是好股，它会在后面涨回来，甚至创下历史新高，比如腾讯。而如果买入的股票是垃圾股，或者基本面恶化，那你加仓越多，亏损越多。所以，如果中概股占","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635668752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634971148,"gmtCreate":1647337705809,"gmtModify":1647337705809,"author":{"id":"3568618835476512","authorId":"3568618835476512","name":"物我无尽","avatar":"https://static.tigerbbs.com/9c18bd78666462bcabbade6d8033db34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568618835476512","authorIdStr":"3568618835476512"},"themes":[],"htmlText":"对大宗还是看不懂","listText":"对大宗还是看不懂","text":"对大宗还是看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634971148","repostId":"632710058","repostType":1,"repost":{"id":632710058,"gmtCreate":1646703674412,"gmtModify":1744960795390,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087984885325640","authorIdStr":"4087984885325640"},"themes":[],"title":"以史为鉴：油价暴涨，超级滞胀期来临，大类资产怎么配？","htmlText":"大类资产轮动是否存在规律？今年以来，多件风险事件叠加监管政策因素持续冲击多个市场，各类资产走势分化。尤其是近期在俄乌冲突升级以后，石油价格以60年最快的速度暴涨，带动大宗商品集体暴动，铜、铝、镍等等近期都走出了摧枯拉朽的走势，暴涨的大宗商品给全球经济带来巨大的压力，经济衰退风险骤然提升，一边是高企的通胀，一边是下行的经济，这种组合，怎么配置？从大类资产轮动的角度出发，站在当下时点，市场所面临的是怎样的环境？回顾历史，以美林时钟以及杠杆周期的核心逻辑为出发点，试图回答这个问题。他山之石，可以攻玉，回顾历史：是否存在轮动规律？从美林时钟出发，回顾近十年来，大类资产的表现，其核心逻辑在于，在经济周期的不同阶段均有表现好于大市的资产出现，因此基于经济周期演变对股票、可转债、利率债以及信用债、房地产、大宗商品这六大类资产的价格走势进行分析。使用工业增加值作为经济增长的代指标，将CPI作为衡量通胀的指标，根据不同组合将经济周期分为：复苏期（经济上行、通胀下行）、过热期（经济上行、通胀上行）、滞涨期（经济下行、通胀上行）、衰退期(经济下行、通胀下行)。Ⅰ衰退：债券>现金>股票>大宗商品Ⅱ复苏：大宗商品>股票>债券>现金Ⅲ过热：股票>大宗商品>现金/债券Ⅳ滞胀：现金>大宗商品/债券>股票当下经济进入了典型的滞涨阶段，大宗商品暴涨，在本阶段，股票成为表现最差的资产，现金与大宗商品则成为表现更好的资产。本文以2007-2015年这一段时间来完整展现，大经济周期之下，各类资产的表现，来分析各类阶段大类资产配置的要点所在。2007 -2012年：回顾大类资产的历史走势，2007至2012年所经历的四年是由经济周期本身驱动的大类资产轮动历程。我们选取选取上证综指、中证转债指数、10年期国债到期收益率、3年期中票到期收益率（AA+）以及信用利","listText":"大类资产轮动是否存在规律？今年以来，多件风险事件叠加监管政策因素持续冲击多个市场，各类资产走势分化。尤其是近期在俄乌冲突升级以后，石油价格以60年最快的速度暴涨，带动大宗商品集体暴动，铜、铝、镍等等近期都走出了摧枯拉朽的走势，暴涨的大宗商品给全球经济带来巨大的压力，经济衰退风险骤然提升，一边是高企的通胀，一边是下行的经济，这种组合，怎么配置？从大类资产轮动的角度出发，站在当下时点，市场所面临的是怎样的环境？回顾历史，以美林时钟以及杠杆周期的核心逻辑为出发点，试图回答这个问题。他山之石，可以攻玉，回顾历史：是否存在轮动规律？从美林时钟出发，回顾近十年来，大类资产的表现，其核心逻辑在于，在经济周期的不同阶段均有表现好于大市的资产出现，因此基于经济周期演变对股票、可转债、利率债以及信用债、房地产、大宗商品这六大类资产的价格走势进行分析。使用工业增加值作为经济增长的代指标，将CPI作为衡量通胀的指标，根据不同组合将经济周期分为：复苏期（经济上行、通胀下行）、过热期（经济上行、通胀上行）、滞涨期（经济下行、通胀上行）、衰退期(经济下行、通胀下行)。Ⅰ衰退：债券>现金>股票>大宗商品Ⅱ复苏：大宗商品>股票>债券>现金Ⅲ过热：股票>大宗商品>现金/债券Ⅳ滞胀：现金>大宗商品/债券>股票当下经济进入了典型的滞涨阶段，大宗商品暴涨，在本阶段，股票成为表现最差的资产，现金与大宗商品则成为表现更好的资产。本文以2007-2015年这一段时间来完整展现，大经济周期之下，各类资产的表现，来分析各类阶段大类资产配置的要点所在。2007 -2012年：回顾大类资产的历史走势，2007至2012年所经历的四年是由经济周期本身驱动的大类资产轮动历程。我们选取选取上证综指、中证转债指数、10年期国债到期收益率、3年期中票到期收益率（AA+）以及信用利","text":"大类资产轮动是否存在规律？今年以来，多件风险事件叠加监管政策因素持续冲击多个市场，各类资产走势分化。尤其是近期在俄乌冲突升级以后，石油价格以60年最快的速度暴涨，带动大宗商品集体暴动，铜、铝、镍等等近期都走出了摧枯拉朽的走势，暴涨的大宗商品给全球经济带来巨大的压力，经济衰退风险骤然提升，一边是高企的通胀，一边是下行的经济，这种组合，怎么配置？从大类资产轮动的角度出发，站在当下时点，市场所面临的是怎样的环境？回顾历史，以美林时钟以及杠杆周期的核心逻辑为出发点，试图回答这个问题。他山之石，可以攻玉，回顾历史：是否存在轮动规律？从美林时钟出发，回顾近十年来，大类资产的表现，其核心逻辑在于，在经济周期的不同阶段均有表现好于大市的资产出现，因此基于经济周期演变对股票、可转债、利率债以及信用债、房地产、大宗商品这六大类资产的价格走势进行分析。使用工业增加值作为经济增长的代指标，将CPI作为衡量通胀的指标，根据不同组合将经济周期分为：复苏期（经济上行、通胀下行）、过热期（经济上行、通胀上行）、滞涨期（经济下行、通胀上行）、衰退期(经济下行、通胀下行)。Ⅰ衰退：债券>现金>股票>大宗商品Ⅱ复苏：大宗商品>股票>债券>现金Ⅲ过热：股票>大宗商品>现金/债券Ⅳ滞胀：现金>大宗商品/债券>股票当下经济进入了典型的滞涨阶段，大宗商品暴涨，在本阶段，股票成为表现最差的资产，现金与大宗商品则成为表现更好的资产。本文以2007-2015年这一段时间来完整展现，大经济周期之下，各类资产的表现，来分析各类阶段大类资产配置的要点所在。2007 -2012年：回顾大类资产的历史走势，2007至2012年所经历的四年是由经济周期本身驱动的大类资产轮动历程。我们选取选取上证综指、中证转债指数、10年期国债到期收益率、3年期中票到期收益率（AA+）以及信用利","images":[{"img":"https://static.tigerbbs.com/8a808fea3ab7e2767b2ee0699f10b35a","width":"632","height":"136"},{"img":"https://static.tigerbbs.com/6db8bba48fc12eb6685da576f42c7d77","width":"632","height":"160"},{"img":"https://static.tigerbbs.com/4eb1642bde731c50808df9e508e98680","width":"632","height":"385"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632710058","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153213657,"gmtCreate":1625026839179,"gmtModify":1625026839179,"author":{"id":"3568618835476512","authorId":"3568618835476512","name":"物我无尽","avatar":"https://static.tigerbbs.com/9c18bd78666462bcabbade6d8033db34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568618835476512","authorIdStr":"3568618835476512"},"themes":[],"htmlText":"<a 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一个是“杂交水稻之父”袁隆平院和“肝胆外科之父”吴孟超院士相继离世，共和国痛失两位院士； 一个是在娱乐圈时尚圈摸爬滚打多年的苏芒，因一天650块的伙食费被挂上微博； 一个是残奥会冠军为了几千元的奖金参加野外马拉松，意外发生被活活冻死。 苏芒在节目中无意透露，娱乐圈明星一天的伙食费要650块。 而这也只是规格非常普通的餐补报价。相比650元一天的伙食费，娱乐圈的真实消费令人嗔目。天眼查透露，10年前娱乐圈顶流的餐补就已经不是这个价儿了。“艺人不高于2000，随行人员不高于200”的标准绝非杜撰。 这是王菲2011年的餐补。 （来源：天眼查） 到了2016年，新晋艺人差旅费都要标价1000元每天。动辄上千的餐饮费，这些人究竟能吃些什么？随行人员的标准都要每人一天500。这是陈梓童团队的标准。 （来源：天眼查） 连刘翔的弟弟，参加综艺，每天的餐补都要500。 （来源：天眼查） 在这期节目中，连宋丹丹都没有质疑650块的餐标是否正常。苏芒的回答更是理所当然，因为早上要喝牛奶，吃鸡蛋，人均650可能都不够。当然，这种悬殊的生活我们不是没有见识过，前阵子被人民日报点名的探店主播“大LOGO”就让我们看到了“苏芒们”的日常。 880元一只的土鸡，1000元一份焖大米饭，2600元一份的砂锅，8000元一只的烧鹅...... 一石激起千层浪，苏芒不经意间的一句话透露出了娱乐圈高消费的事实。继阴阳合同，天价演出费之后，娱乐圈明星餐标又震惊了所有人。 大家都知道流量是“黄金屋”，但直到“倒牛奶”事件发生，才知道深植于年轻人的“饭圈”疯狂到了什么程度； 大家都清楚演员的片酬很高，但直到无数明星“阴阳合同”被曝光，才知道顶流明星“吸人血”有多狠； 大家都知道剧组待遇可能会好一些，但直到苏芒说一天餐补要650元，大家才反应过来用来追星的钱都被资本套在了哪里...... （图源：豆","listText":"最近，有几个热搜： 一个是“杂交水稻之父”袁隆平院和“肝胆外科之父”吴孟超院士相继离世，共和国痛失两位院士； 一个是在娱乐圈时尚圈摸爬滚打多年的苏芒，因一天650块的伙食费被挂上微博； 一个是残奥会冠军为了几千元的奖金参加野外马拉松，意外发生被活活冻死。 苏芒在节目中无意透露，娱乐圈明星一天的伙食费要650块。 而这也只是规格非常普通的餐补报价。相比650元一天的伙食费，娱乐圈的真实消费令人嗔目。天眼查透露，10年前娱乐圈顶流的餐补就已经不是这个价儿了。“艺人不高于2000，随行人员不高于200”的标准绝非杜撰。 这是王菲2011年的餐补。 （来源：天眼查） 到了2016年，新晋艺人差旅费都要标价1000元每天。动辄上千的餐饮费，这些人究竟能吃些什么？随行人员的标准都要每人一天500。这是陈梓童团队的标准。 （来源：天眼查） 连刘翔的弟弟，参加综艺，每天的餐补都要500。 （来源：天眼查） 在这期节目中，连宋丹丹都没有质疑650块的餐标是否正常。苏芒的回答更是理所当然，因为早上要喝牛奶，吃鸡蛋，人均650可能都不够。当然，这种悬殊的生活我们不是没有见识过，前阵子被人民日报点名的探店主播“大LOGO”就让我们看到了“苏芒们”的日常。 880元一只的土鸡，1000元一份焖大米饭，2600元一份的砂锅，8000元一只的烧鹅...... 一石激起千层浪，苏芒不经意间的一句话透露出了娱乐圈高消费的事实。继阴阳合同，天价演出费之后，娱乐圈明星餐标又震惊了所有人。 大家都知道流量是“黄金屋”，但直到“倒牛奶”事件发生，才知道深植于年轻人的“饭圈”疯狂到了什么程度； 大家都清楚演员的片酬很高，但直到无数明星“阴阳合同”被曝光，才知道顶流明星“吸人血”有多狠； 大家都知道剧组待遇可能会好一些，但直到苏芒说一天餐补要650元，大家才反应过来用来追星的钱都被资本套在了哪里...... （图源：豆","text":"最近，有几个热搜： 一个是“杂交水稻之父”袁隆平院和“肝胆外科之父”吴孟超院士相继离世，共和国痛失两位院士； 一个是在娱乐圈时尚圈摸爬滚打多年的苏芒，因一天650块的伙食费被挂上微博； 一个是残奥会冠军为了几千元的奖金参加野外马拉松，意外发生被活活冻死。 苏芒在节目中无意透露，娱乐圈明星一天的伙食费要650块。 而这也只是规格非常普通的餐补报价。相比650元一天的伙食费，娱乐圈的真实消费令人嗔目。天眼查透露，10年前娱乐圈顶流的餐补就已经不是这个价儿了。“艺人不高于2000，随行人员不高于200”的标准绝非杜撰。 这是王菲2011年的餐补。 （来源：天眼查） 到了2016年，新晋艺人差旅费都要标价1000元每天。动辄上千的餐饮费，这些人究竟能吃些什么？随行人员的标准都要每人一天500。这是陈梓童团队的标准。 （来源：天眼查） 连刘翔的弟弟，参加综艺，每天的餐补都要500。 （来源：天眼查） 在这期节目中，连宋丹丹都没有质疑650块的餐标是否正常。苏芒的回答更是理所当然，因为早上要喝牛奶，吃鸡蛋，人均650可能都不够。当然，这种悬殊的生活我们不是没有见识过，前阵子被人民日报点名的探店主播“大LOGO”就让我们看到了“苏芒们”的日常。 880元一只的土鸡，1000元一份焖大米饭，2600元一份的砂锅，8000元一只的烧鹅...... 一石激起千层浪，苏芒不经意间的一句话透露出了娱乐圈高消费的事实。继阴阳合同，天价演出费之后，娱乐圈明星餐标又震惊了所有人。 大家都知道流量是“黄金屋”，但直到“倒牛奶”事件发生，才知道深植于年轻人的“饭圈”疯狂到了什么程度； 大家都清楚演员的片酬很高，但直到无数明星“阴阳合同”被曝光，才知道顶流明星“吸人血”有多狠； 大家都知道剧组待遇可能会好一些，但直到苏芒说一天餐补要650元，大家才反应过来用来追星的钱都被资本套在了哪里...... （图源：豆","images":[{"img":"https://static.tigerbbs.com/2d49f0c0f3b7447559725cc2ff6a5a93","width":"532","height":"739"},{"img":"https://static.tigerbbs.com/bc5d3f25972aa2145b943044abeb45d6","width":"524","height":"859"},{"img":"https://static.tigerbbs.com/0dc8a0f37a571355df5f1e93e0cbdd66","width":"335","height":"234"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136694759","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118926261,"gmtCreate":1622714410753,"gmtModify":1622714410753,"author":{"id":"3568618835476512","authorId":"3568618835476512","name":"物我无尽","avatar":"https://static.tigerbbs.com/9c18bd78666462bcabbade6d8033db34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568618835476512","authorIdStr":"3568618835476512"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118926261","repostId":"136447341","repostType":1,"repost":{"id":136447341,"gmtCreate":1622037624578,"gmtModify":1622039739796,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"财报大超预期，全球第三！小米赢了，中国赢了","htmlText":"小米<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这次财报大超预期，无论是营收还是净利润，小米的表现都很亮眼。 财报显示 小米2021年第一季度营收768.8亿元，去年同期497亿元，同比增长54.7%，高于彭博分析师一致预期746.77亿元。 小米2021年第一季度期间利润为77.88亿元，去年同期为21.59亿元，经调整净利润60.69亿元，去年同期23亿元，同比增长163%，高于彭博分析师一致预期39.3亿元。 小米2021年第一季度智能手机收入为514亿元，同比增长69.8%；小米2021年第一季度全球智能手机出货量为4940万台，去年同期售出2920万台。 从数据层面来看，小米这次财报真是好到超乎想象啊，小米2021年第一季度营收768.8亿元，同比增长高达54.7%。经调整净利润60.69亿元，同比增长163%。虽然我已经对小米做了乐观预期，但是没想到小米这次的财报居然这么亮眼。 那么到底是什么业务导致小米营收和净利润飞涨呢？小米的财报好在哪里？ 具体来看 量价齐升，小米手机业务助力小米业绩大增 从增速与收入占比来说，表现最好的业务还得属智能手机部分的业务。智能手机分部收入由2020年第一季度的人民币303亿元增加69.8%至2021年第一季度的人民币515亿元。2021年第一季度，小米2021年第一季度全球智能手机出货量为4940万台，去年同期售出2920万台。值得一提的是，小米手机销量的增长并不仅是依靠降价，小米在销量大增的同时，智能手机的ASP（平均售价）也实现了增长，每部人民币1,042.1元，而去年同期为每部人民币1,038.0元。 数据增长的背后有经济复苏的影响，去年同期由于疫情的影响，包括小米和苹果在内的手机厂商营收数据均出现了下滑，与之相比，今年的","listText":"小米<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这次财报大超预期，无论是营收还是净利润，小米的表现都很亮眼。 财报显示 小米2021年第一季度营收768.8亿元，去年同期497亿元，同比增长54.7%，高于彭博分析师一致预期746.77亿元。 小米2021年第一季度期间利润为77.88亿元，去年同期为21.59亿元，经调整净利润60.69亿元，去年同期23亿元，同比增长163%，高于彭博分析师一致预期39.3亿元。 小米2021年第一季度智能手机收入为514亿元，同比增长69.8%；小米2021年第一季度全球智能手机出货量为4940万台，去年同期售出2920万台。 从数据层面来看，小米这次财报真是好到超乎想象啊，小米2021年第一季度营收768.8亿元，同比增长高达54.7%。经调整净利润60.69亿元，同比增长163%。虽然我已经对小米做了乐观预期，但是没想到小米这次的财报居然这么亮眼。 那么到底是什么业务导致小米营收和净利润飞涨呢？小米的财报好在哪里？ 具体来看 量价齐升，小米手机业务助力小米业绩大增 从增速与收入占比来说，表现最好的业务还得属智能手机部分的业务。智能手机分部收入由2020年第一季度的人民币303亿元增加69.8%至2021年第一季度的人民币515亿元。2021年第一季度，小米2021年第一季度全球智能手机出货量为4940万台，去年同期售出2920万台。值得一提的是，小米手机销量的增长并不仅是依靠降价，小米在销量大增的同时，智能手机的ASP（平均售价）也实现了增长，每部人民币1,042.1元，而去年同期为每部人民币1,038.0元。 数据增长的背后有经济复苏的影响，去年同期由于疫情的影响，包括小米和苹果在内的手机厂商营收数据均出现了下滑，与之相比，今年的","text":"小米$小米集团-W(01810)$ 这次财报大超预期，无论是营收还是净利润，小米的表现都很亮眼。 财报显示 小米2021年第一季度营收768.8亿元，去年同期497亿元，同比增长54.7%，高于彭博分析师一致预期746.77亿元。 小米2021年第一季度期间利润为77.88亿元，去年同期为21.59亿元，经调整净利润60.69亿元，去年同期23亿元，同比增长163%，高于彭博分析师一致预期39.3亿元。 小米2021年第一季度智能手机收入为514亿元，同比增长69.8%；小米2021年第一季度全球智能手机出货量为4940万台，去年同期售出2920万台。 从数据层面来看，小米这次财报真是好到超乎想象啊，小米2021年第一季度营收768.8亿元，同比增长高达54.7%。经调整净利润60.69亿元，同比增长163%。虽然我已经对小米做了乐观预期，但是没想到小米这次的财报居然这么亮眼。 那么到底是什么业务导致小米营收和净利润飞涨呢？小米的财报好在哪里？ 具体来看 量价齐升，小米手机业务助力小米业绩大增 从增速与收入占比来说，表现最好的业务还得属智能手机部分的业务。智能手机分部收入由2020年第一季度的人民币303亿元增加69.8%至2021年第一季度的人民币515亿元。2021年第一季度，小米2021年第一季度全球智能手机出货量为4940万台，去年同期售出2920万台。值得一提的是，小米手机销量的增长并不仅是依靠降价，小米在销量大增的同时，智能手机的ASP（平均售价）也实现了增长，每部人民币1,042.1元，而去年同期为每部人民币1,038.0元。 数据增长的背后有经济复苏的影响，去年同期由于疫情的影响，包括小米和苹果在内的手机厂商营收数据均出现了下滑，与之相比，今年的","images":[{"img":"https://static.tigerbbs.com/f53ac058fb4c996f567afd212a23ae16","width":"554","height":"468"},{"img":"https://static.tigerbbs.com/6b072b92aa94ff4a35dc9e6f81b25d64","width":"1271","height":"687"},{"img":"https://static.tigerbbs.com/2eb231161dac73614b6a131d05cedb07","width":"1271","height":"870"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136447341","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118926975,"gmtCreate":1622714390497,"gmtModify":1622714390497,"author":{"id":"3568618835476512","authorId":"3568618835476512","name":"物我无尽","avatar":"https://static.tigerbbs.com/9c18bd78666462bcabbade6d8033db34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568618835476512","authorIdStr":"3568618835476512"},"themes":[],"htmlText":"<a 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