boluo613的个人主页 - 老虎社区

boluo613

boluo613

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IP属地：山东

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0勋章

2021-04-09

$VectivBio Holding AG(VECT)$ 跟辉瑞沾边的$Celcuity Inc(CELC)$ 不是在涨吗？

2022-08-03

‌$Faraday Future(FFIE)$‌看一个机构在2.65入30.44万股，晚上一定有众多机构拉台一波拭目以待。咱们猜一猜最高能到多少，看谁接近，我先来：最高3.09。盘后到2.62‌[贱笑]

2022-07-27

‌$Faraday Future(FFIE)$‌今晚机构筑底筑地还可以

2022-08-04

‌$Faraday Future(FFIE)$‌个人认为纳指超买了，通胀基本没变，油价还这么高如果纳指明天回调，，很难不被带下去，猜测明天到下周2.6+，好事多磨，别急各位。都是波浪哪有一柱擎天到月球的道理‌[微笑] ‌

2021-06-15

$ContextLogic Inc.(WISH)$ 哇塞这么猛？

2024-11-06

‌$特朗普媒体科技集团(DJT)$ ‌关键摇摆州的数据还没，感觉上次的曲线要上演了

2022-10-12

死叉下面一直叉下去的操作, 营商环境越来越嚎的情况下,各位业余散户都不能的愚蠢操作,出现在专业的基金经理操作中, 越看越像笑话‌[捂脸] ‌

抱歉，原内容已删除

2025-08-01

$Figma(FIG)$ 预计以95-100开盘，3倍IPO价格，哈哈哈哈哈。you are kidding me？！！！

2022-11-18

$Provention Bio, Inc(PRVB)$ 有看懂的吗？

2021-06-14

$ContextLogic Inc.(WISH)$ 4600万流通股，很容易被操纵，看能不能跟着机构找到时机，我觉得被套牢的兄弟别沮丧

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56.53","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462571715149832","isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367901368438992,"gmtCreate":1730860171740,"gmtModify":1730860225084,"author":{"id":"3569806649777366","authorId":"3569806649777366","name":"boluo613","avatar":"https://static.tigerbbs.com/76878c45deee1566c2a4439d15dcd0b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569806649777366","authorIdStr":"3569806649777366"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ &nbsp;</a>‌关键摇摆州的数据还没，感觉上次的曲线要上演了","listText":"‌<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ &nbsp;</a>‌关键摇摆州的数据还没，感觉上次的曲线要上演了","text":"‌$特朗普媒体科技集团(DJT)$ ‌关键摇摆州的数据还没，感觉上次的曲线要上演了","images":[{"img":"https://static.tigerbbs.com/d1245fd31a08ed25b0878b8437c08721","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/367901368438992","isVote":1,"tweetType":1,"viewCount":6431,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165787134050210","authorId":"4165787134050210","name":"业余的全职专业投资人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4165787134050210","authorIdStr":"4165787134050210"},"content":"特朗普己领先，特朗普胜选总统的概率非常大，特朗普有望胜选！【美国大选开票结果】最新进展是：特朗普目前领先。汇通财经据已报的开票数据统计，截止至北京时间11月6日9:30，结合最新结果“开票统计”显示，哈里斯(民主党)合计赢得36张选举人票(4个选区)。特朗普(共和党)合计赢得99张选举人票(9个选区)。特朗普目前领先；美国总统大选以选举人票数决定大选结果，总计538张选举人票，获得过半者即≥270张就赢得大选。","text":"特朗普己领先，特朗普胜选总统的概率非常大，特朗普有望胜选！【美国大选开票结果】最新进展是：特朗普目前领先。汇通财经据已报的开票数据统计，截止至北京时间11月6日9:30，结合最新结果“开票统计”显示，哈里斯(民主党)合计赢得36张选举人票(4个选区)。特朗普(共和党)合计赢得99张选举人票(9个选区)。特朗普目前领先；美国总统大选以选举人票数决定大选结果，总计538张选举人票，获得过半者即≥270张就赢得大选。","html":"特朗普己领先，特朗普胜选总统的概率非常大，特朗普有望胜选！【美国大选开票结果】最新进展是：特朗普目前领先。汇通财经据已报的开票数据统计，截止至北京时间11月6日9:30，结合最新结果“开票统计”显示，哈里斯(民主党)合计赢得36张选举人票(4个选区)。特朗普(共和党)合计赢得99张选举人票(9个选区)。特朗普目前领先；美国总统大选以选举人票数决定大选结果，总计538张选举人票，获得过半者即≥270张就赢得大选。"},{"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"content":"菠菜什么情况？关键摇摆州不是哈哈领先吗","text":"菠菜什么情况？关键摇摆州不是哈哈领先吗","html":"菠菜什么情况？关键摇摆州不是哈哈领先吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":358069173780616,"gmtCreate":1728437915810,"gmtModify":1728437917779,"author":{"id":"3569806649777366","authorId":"3569806649777366","name":"boluo613","avatar":"https://static.tigerbbs.com/76878c45deee1566c2a4439d15dcd0b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569806649777366","authorIdStr":"3569806649777366"},"themes":[],"htmlText":"朱雪莹是谁？高盛的CEO?","listText":"朱雪莹是谁？高盛的CEO?","text":"朱雪莹是谁？高盛的CEO?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358069173780616","isVote":1,"tweetType":1,"viewCount":3017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627788185,"gmtCreate":1678694969647,"gmtModify":1678695137855,"author":{"id":"3569806649777366","authorId":"3569806649777366","name":"boluo613","avatar":"https://static.tigerbbs.com/76878c45deee1566c2a4439d15dcd0b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569806649777366","authorIdStr":"3569806649777366"},"themes":[],"htmlText":"‌<a 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由FDA批准的Tzield™（teplizumab-MZWV）是第一种也是唯一的治疗方法，该治疗方法延迟了8岁及8岁以上的成人和儿科患者的第3期1型糖尿病（T1D）的发作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667843701","isVote":1,"tweetType":1,"viewCount":9606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666880901,"gmtCreate":1665548164603,"gmtModify":1665550905771,"author":{"id":"3569806649777366","authorId":"3569806649777366","name":"boluo613","avatar":"https://static.tigerbbs.com/76878c45deee1566c2a4439d15dcd0b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569806649777366","authorIdStr":"3569806649777366"},"themes":[],"htmlText":"死叉下面一直叉下去的操作, 营商环境越来越嚎的情况下,各位业余散户都不能的愚蠢操作,出现在专业的基金经理操作中, 越看越像笑话‌<a href=\"\">[捂脸]&nbsp;</a>‌","listText":"死叉下面一直叉下去的操作, 营商环境越来越嚎的情况下,各位业余散户都不能的愚蠢操作,出现在专业的基金经理操作中, 越看越像笑话‌<a href=\"\">[捂脸]&nbsp;</a>‌","text":"死叉下面一直叉下去的操作, 营商环境越来越嚎的情况下,各位业余散户都不能的愚蠢操作,出现在专业的基金经理操作中, 越看越像笑话‌[捂脸] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666880901","repostId":"2274571145","repostType":2,"repost":{"id":"2274571145","kind":"highlight","pubTimestamp":1665532450,"share":"https://www.laohu8.com/m/news/2274571145?lang=zh_CN&edition=full","pubTime":"2022-10-12 07:54","market":"sh","language":"zh","title":"私募魔女李蓓已出手抄底，A股当前踏空风险大于被套风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2274571145","media":"华尔街见闻","summary":"投资逻辑值得回味。","content":"<html><head></head><body><p>今年来对大势判断准确的李蓓，或已开始动手抄底A股。</p><p>李蓓在最新发给持有人的报告中称，<b>9月末开始她逐步抄底A股，虽然市场仍存在进一步下跌空间，但当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。</b></p><p>李蓓还态度积极地表示：后续（A股）市场的潜在下跌空间已经非常有限，由于当前市场情绪悲观，基本面底有可能提前出现。</p><p>李蓓是内地私募业界少有的兼具“专业”和“流量”的明星人物。她语言率直、立场鲜明、敢说敢言、专业背景突出。</p><p>她尤其善于从宏观波动中寻找投资机会。她曾就职于交银施罗德基金，后在私募机构泓湖投资合伙人、投资总监，2015年发起创立宏观策略的半夏投资，目前受托管理规模超过50亿元。</p><h2><b>现在要警惕踏空的风险</b></h2><p>李蓓在落款日期为2022年10月10日的基金月报中指出：旗下基金9月初的股票类(个股+期货+期权)仓位为个位数，但9月末开始逐步抄底加仓。</p><p>她透露了年内基金操作的细节：</p><blockquote>4-5月参与阶段性的A股反弹后，从6月开始重新降低了A股仓位，等待机会。</blockquote><blockquote>7月到9月A股再度大幅下跌。但7月-9月的A股下跌中，（半夏投资）选择轻仓躲避风险，而没有做空，预判这是A股两年弱市的最后一波下跌。</blockquote><blockquote>9月末开始，半夏投资逐步抄底A股。虽然当时知道市场依然处于左侧，但是，当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。</blockquote><h2><b>A股牛市将现</b></h2><p>李蓓还从五个维度阐述了新一轮A股牛市的投资逻辑：</p><p>第一，从估值来看，当前A股市场各主要指数，无论以PE，PB，还是风险溢价衡量，都已经处于历史最低估值区间附近，即便下跌到历史最低估值，也仅有10%左右的下跌空间。</p><p>第二、从情绪来看，当前私募基金仓位仅50%多，处于历史最低水平附近，保险公司股票仓位也在历史低位附近。机构情绪低迷。散户情绪同样低迷，融资余额和融资买入占比，都跌破4月低点。</p><p>第三，从流动性角度，国内货币增速持续走高，利率维持低位。中国实现了非常难得的一点：货币政策的自主性。不用被迫跟随美国加息，兑一篮子货币的汇率，依然保持了稳定。因为货币政策和利率自主，资产价格就有了自主性的可能，不用跟着美国跌。</p><p>第四，企业盈利的下滑正在兑现，三季度很有可能就是基本面最差的阶段，是盈利最差的一个单季度业绩。也就是利空正在出尽。</p><p>第五，美国本轮衰退，大概率以软着陆形式实现，需求不会大幅下滑。国内消费地产的双重企稳回升，足以抵消出口下滑的影响。</p><h2><b>新一轮朱格拉周期将启动</b></h2><p>李蓓还指出：过去的十年是制造业投资增速长期大幅下行，制造业去杠杆完成的十年。</p><p>这也就意味着未来的十年，<b>中国制造业有了更好的起点和基础，将会迎来新的一轮朱格拉周期，也就是产能投资周期。</b></p><p>她预期，随着本轮地产的调整逐步结束，在欧美经济的衰退兑现后，中美欧等经济体的总需求会企稳。到时新兴市场的需求会带动全球总需求再次进入新的上升周期，后者也会带动企业盈利进入新的上升周期。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>私募魔女李蓓已出手抄底，A股当前踏空风险大于被套风险</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n私募魔女李蓓已出手抄底，A股当前踏空风险大于被套风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 07:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3672114><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年来对大势判断准确的李蓓，或已开始动手抄底A股。李蓓在最新发给持有人的报告中称，9月末开始她逐步抄底A股，虽然市场仍存在进一步下跌空间，但当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。李蓓还态度积极地表示：后续（A股）市场的潜在下跌空间已经非常有限，由于当前市场情绪悲观，基本面底有可能提前出现。李蓓是内地私募业界少有的兼具“专业”和“流量”的明星人物。她语言率直、立场鲜明、敢说敢言、专业...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672114\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3672114","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274571145","content_text":"今年来对大势判断准确的李蓓，或已开始动手抄底A股。李蓓在最新发给持有人的报告中称，9月末开始她逐步抄底A股，虽然市场仍存在进一步下跌空间，但当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。李蓓还态度积极地表示：后续（A股）市场的潜在下跌空间已经非常有限，由于当前市场情绪悲观，基本面底有可能提前出现。李蓓是内地私募业界少有的兼具“专业”和“流量”的明星人物。她语言率直、立场鲜明、敢说敢言、专业背景突出。她尤其善于从宏观波动中寻找投资机会。她曾就职于交银施罗德基金，后在私募机构泓湖投资合伙人、投资总监，2015年发起创立宏观策略的半夏投资，目前受托管理规模超过50亿元。现在要警惕踏空的风险李蓓在落款日期为2022年10月10日的基金月报中指出：旗下基金9月初的股票类(个股+期货+期权)仓位为个位数，但9月末开始逐步抄底加仓。她透露了年内基金操作的细节：4-5月参与阶段性的A股反弹后，从6月开始重新降低了A股仓位，等待机会。7月到9月A股再度大幅下跌。但7月-9月的A股下跌中，（半夏投资）选择轻仓躲避风险，而没有做空，预判这是A股两年弱市的最后一波下跌。9月末开始，半夏投资逐步抄底A股。虽然当时知道市场依然处于左侧，但是，当前踏空的风险已经大于被套的风险，值得左侧逐渐入场。A股牛市将现李蓓还从五个维度阐述了新一轮A股牛市的投资逻辑：第一，从估值来看，当前A股市场各主要指数，无论以PE，PB，还是风险溢价衡量，都已经处于历史最低估值区间附近，即便下跌到历史最低估值，也仅有10%左右的下跌空间。第二、从情绪来看，当前私募基金仓位仅50%多，处于历史最低水平附近，保险公司股票仓位也在历史低位附近。机构情绪低迷。散户情绪同样低迷，融资余额和融资买入占比，都跌破4月低点。第三，从流动性角度，国内货币增速持续走高，利率维持低位。中国实现了非常难得的一点：货币政策的自主性。不用被迫跟随美国加息，兑一篮子货币的汇率，依然保持了稳定。因为货币政策和利率自主，资产价格就有了自主性的可能，不用跟着美国跌。第四，企业盈利的下滑正在兑现，三季度很有可能就是基本面最差的阶段，是盈利最差的一个单季度业绩。也就是利空正在出尽。第五，美国本轮衰退，大概率以软着陆形式实现，需求不会大幅下滑。国内消费地产的双重企稳回升，足以抵消出口下滑的影响。新一轮朱格拉周期将启动李蓓还指出：过去的十年是制造业投资增速长期大幅下行，制造业去杠杆完成的十年。这也就意味着未来的十年，中国制造业有了更好的起点和基础，将会迎来新的一轮朱格拉周期，也就是产能投资周期。她预期，随着本轮地产的调整逐步结束，在欧美经济的衰退兑现后，中美欧等经济体的总需求会企稳。到时新兴市场的需求会带动全球总需求再次进入新的上升周期，后者也会带动企业盈利进入新的上升周期。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":4334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685510078,"gmtCreate":1659707592999,"gmtModify":1659707592999,"author":{"id":"3569806649777366","authorId":"3569806649777366","name":"boluo613","avatar":"https://static.tigerbbs.com/76878c45deee1566c2a4439d15dcd0b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569806649777366","authorIdStr":"3569806649777366"},"themes":[],"htmlText":"‌<a 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