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Winstonlou
2022-04-16
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@Buy_Sell:🔥【4月6日】美国股债双杀,科技股领跌,今天有什么交易计划
Winstonlou
2022-04-16
Great ariticle, would you like to share it?
@期权小班长:谈谈美联储为何对自家股市下狠手,以及一个机会
Winstonlou
2022-04-16
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@Ivan_甘灿荣:商品区间顶来袭,还有上涨空间?
Winstonlou
2022-03-29
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@全球投资:70年代,沃尔克把初级利率提高到20%而政府为其政府债券支付15%,伴随而来的是一场可怕的经济衰退,芒格认为不会再有一个“沃尔克”式经济衰退,但可能会出现别的更难以解除的复杂危机,来听听他的看法吧。
Winstonlou
2022-03-29
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@捷克Jack:又一个期权捡芝麻的机会开始了(谁说我的BABA策略赔钱了?)
Winstonlou
2022-03-29
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@Ivan_甘灿荣:做好准备,大宗商品的长期“巨震”就要来了
Winstonlou
2022-03-28
Great ariticle, would you like to share it?
@全球投资:70年代,沃尔克把初级利率提高到20%而政府为其政府债券支付15%,伴随而来的是一场可怕的经济衰退,芒格认为不会再有一个“沃尔克”式经济衰退,但可能会出现别的更难以解除的复杂危机,来听听他的看法吧。
Winstonlou
2022-03-28
Great ariticle, would you like to share it?
@捷克Jack:又一个期权捡芝麻的机会开始了(谁说我的BABA策略赔钱了?)
Winstonlou
2022-03-28
Great ariticle, would you like to share it?
@Ivan_甘灿荣:做好准备,大宗商品的长期“巨震”就要来了
Winstonlou
2022-03-14
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@程俊Dream:07/08年的感觉回来了:黄金2000,原油不言顶
Winstonlou
2022-03-14
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@价值投资为王:中概股再遭血洗,聊聊我是如何应对暴跌的!
Winstonlou
2022-03-14
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@言财美股研究社:以史为鉴:油价暴涨,超级滞胀期来临,大类资产怎么配?
Winstonlou
2022-03-10
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@库巴财经:股市里最大的穷人思维就是,我只要每天赚1个点,一年就能3倍了
Winstonlou
2022-03-10
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@捷克Jack:现在的BABA可能是最适合期权获利的标的
Winstonlou
2022-03-10
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Rio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why
Winstonlou
2022-01-18
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The Old Man's Still Got It: Warren Buffett's Berkshire Hathaway Hits an All-Time High, But Is Still Vulnerable To a Fed-Induced Bear Market. How To Protect It.
Winstonlou
2021-11-15
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These are the next three mega-cap tech stocks you’ll be hearing more about
Winstonlou
2021-11-11
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Gett Nears $1.1B SPAC Merger To Go Public
Winstonlou
2021-10-20
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Coinbase rose more than 4% in morning trading as it collaborated with Facebook
Winstonlou
2021-10-16
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Is It Too Late to Buy Upstart Stock?
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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/613735957","repostId":"619853040","repostType":1,"repost":{"id":619853040,"gmtCreate":1649209671042,"gmtModify":1649734226825,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🔥【4月6日】美国股债双杀,科技股领跌,今天有什么交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 盘面上,隔夜美股科技股大跌,港股回港科技股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>跌5%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>跌4.48%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>跌4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>跌近2%,地产股大跌居前,<a target=\"_blank\" href=\"https://laohu8.com/S/01238\">$宝龙地产(01238)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a>领衔下跌,互联网医疗股、电力股、海运股、手机概念股、乳制品股普遍走低;另一方面,生物科技股强势,<a target=\"_blank\" href=\"https://laohu8.com/S/688185\">$康希诺(688185)$</a>生物、","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 盘面上,隔夜美股科技股大跌,港股回港科技股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>跌5%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>跌4.48%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>跌4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>跌近2%,地产股大跌居前,<a target=\"_blank\" href=\"https://laohu8.com/S/01238\">$宝龙地产(01238)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a>领衔下跌,互联网医疗股、电力股、海运股、手机概念股、乳制品股普遍走低;另一方面,生物科技股强势,<a target=\"_blank\" href=\"https://laohu8.com/S/688185\">$康希诺(688185)$</a>生物、","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 盘面上,隔夜美股科技股大跌,港股回港科技股集体低开,$京东(09618)$跌5%,$网易(09999)$跌4.48%,$阿里巴巴(09988)$跌4%,$百度(09888)$、$腾讯(00700)$跌近2%,地产股大跌居前,$宝龙地产(01238)$、$龙湖集团(00960)$领衔下跌,互联网医疗股、电力股、海运股、手机概念股、乳制品股普遍走低;另一方面,生物科技股强势,$康希诺(688185)$生物、","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619853040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613735036,"gmtCreate":1650067084035,"gmtModify":1650067084205,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613735036","repostId":"619671022","repostType":1,"repost":{"id":619671022,"gmtCreate":1649255777887,"gmtModify":1649284802244,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"谈谈美联储为何对自家股市下狠手,以及一个机会","htmlText":"假期发生了三件事:美货币政策进一步收紧,马斯克入股推特,中概股境外上市规定出台。按影响排序我们挨个谈谈看法。 1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell p","listText":"假期发生了三件事:美货币政策进一步收紧,马斯克入股推特,中概股境外上市规定出台。按影响排序我们挨个谈谈看法。 1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell p","text":"假期发生了三件事:美货币政策进一步收紧,马斯克入股推特,中概股境外上市规定出台。按影响排序我们挨个谈谈看法。 1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell p","images":[{"img":"https://static.tigerbbs.com/d974dabc7de34b01698f46f98f376cbc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619671022","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613732707,"gmtCreate":1650067072664,"gmtModify":1650067072896,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613732707","repostId":"619127763","repostType":1,"repost":{"id":619127763,"gmtCreate":1649126347281,"gmtModify":1649127814477,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"商品区间顶来袭,还有上涨空间?","htmlText":"最近对于做多通胀(商品)的投资者来说,不是个好时间,几大类商品均陆续出现大幅调整,具体后市如何,我将会在帖子里和大家分享,具体的交易机会也会在本周四(7号)晚的直播里和大家详细解说,大家多多留意。 从目前美股指的走势看,加息预期已经无法击溃美股,因此美联储理论上已经不担心后续紧缩政策下对股市的影响,从而更针对通胀数据进行打压。那么对于商品来说无疑就是潜在利空。但历史上,靠政策打压通胀,通常都不会是一蹴而就,而是有个积累的过程(要打压市场对通胀的预期,和逐步提高囤积商品的成本),因此这个过程中,商品仍会有不少调整后做多的机会,大家把握好,收益也是可以的。 一、农产品 在3月底周五刚刚公布的USDA农作物种植面积意向报告,决定了农产品的阶段性走势。因此只要各农产品价格不创3月份的价格高点的话,那么阶段性看空至5-6月份。 农产品价格高,供应增多是正常的。但由于化肥土地成本等同步上升,会带来种植成本的进一步上涨,而目前农产品调整,其实就是市场预期当前农产品种植成本的过程,所以调整幅度并不好猜测。而到了5-6月份,种植面积确定后,这部分成本将初步敲定,农产品的整体价格就有了底线,后续再上涨就是对美国种植天气的预期。所以近期农产品的下跌,并不一定是历史大顶的形成,很可能后续还会因天气问题再来一次脉冲式的机会,所以仍需关注。 二、原油 在美国再一次释放战略石油储备和俄乌局势缓和的形势下,油价将逐步转弱。战略石油储备的释放对油价是有短期打压作用的,尤其是这趟公布出来的释放数字是差不多三分一的美国储备,如果联合其它盟国的释放,对油价短期影响不容忽视。至于中期的下跌幅度,预期将在75美元附近,毕竟战略石油储备抛出后,未来是要回补的,抛得越多,对未来油价的支撑力度越强,所以如果并非实质性的原油设施增加,那么油价其实并不需要特别悲观。但是大幅震荡是在所难免的。 短期策略上,油价有效跌穿(以收","listText":"最近对于做多通胀(商品)的投资者来说,不是个好时间,几大类商品均陆续出现大幅调整,具体后市如何,我将会在帖子里和大家分享,具体的交易机会也会在本周四(7号)晚的直播里和大家详细解说,大家多多留意。 从目前美股指的走势看,加息预期已经无法击溃美股,因此美联储理论上已经不担心后续紧缩政策下对股市的影响,从而更针对通胀数据进行打压。那么对于商品来说无疑就是潜在利空。但历史上,靠政策打压通胀,通常都不会是一蹴而就,而是有个积累的过程(要打压市场对通胀的预期,和逐步提高囤积商品的成本),因此这个过程中,商品仍会有不少调整后做多的机会,大家把握好,收益也是可以的。 一、农产品 在3月底周五刚刚公布的USDA农作物种植面积意向报告,决定了农产品的阶段性走势。因此只要各农产品价格不创3月份的价格高点的话,那么阶段性看空至5-6月份。 农产品价格高,供应增多是正常的。但由于化肥土地成本等同步上升,会带来种植成本的进一步上涨,而目前农产品调整,其实就是市场预期当前农产品种植成本的过程,所以调整幅度并不好猜测。而到了5-6月份,种植面积确定后,这部分成本将初步敲定,农产品的整体价格就有了底线,后续再上涨就是对美国种植天气的预期。所以近期农产品的下跌,并不一定是历史大顶的形成,很可能后续还会因天气问题再来一次脉冲式的机会,所以仍需关注。 二、原油 在美国再一次释放战略石油储备和俄乌局势缓和的形势下,油价将逐步转弱。战略石油储备的释放对油价是有短期打压作用的,尤其是这趟公布出来的释放数字是差不多三分一的美国储备,如果联合其它盟国的释放,对油价短期影响不容忽视。至于中期的下跌幅度,预期将在75美元附近,毕竟战略石油储备抛出后,未来是要回补的,抛得越多,对未来油价的支撑力度越强,所以如果并非实质性的原油设施增加,那么油价其实并不需要特别悲观。但是大幅震荡是在所难免的。 短期策略上,油价有效跌穿(以收","text":"最近对于做多通胀(商品)的投资者来说,不是个好时间,几大类商品均陆续出现大幅调整,具体后市如何,我将会在帖子里和大家分享,具体的交易机会也会在本周四(7号)晚的直播里和大家详细解说,大家多多留意。 从目前美股指的走势看,加息预期已经无法击溃美股,因此美联储理论上已经不担心后续紧缩政策下对股市的影响,从而更针对通胀数据进行打压。那么对于商品来说无疑就是潜在利空。但历史上,靠政策打压通胀,通常都不会是一蹴而就,而是有个积累的过程(要打压市场对通胀的预期,和逐步提高囤积商品的成本),因此这个过程中,商品仍会有不少调整后做多的机会,大家把握好,收益也是可以的。 一、农产品 在3月底周五刚刚公布的USDA农作物种植面积意向报告,决定了农产品的阶段性走势。因此只要各农产品价格不创3月份的价格高点的话,那么阶段性看空至5-6月份。 农产品价格高,供应增多是正常的。但由于化肥土地成本等同步上升,会带来种植成本的进一步上涨,而目前农产品调整,其实就是市场预期当前农产品种植成本的过程,所以调整幅度并不好猜测。而到了5-6月份,种植面积确定后,这部分成本将初步敲定,农产品的整体价格就有了底线,后续再上涨就是对美国种植天气的预期。所以近期农产品的下跌,并不一定是历史大顶的形成,很可能后续还会因天气问题再来一次脉冲式的机会,所以仍需关注。 二、原油 在美国再一次释放战略石油储备和俄乌局势缓和的形势下,油价将逐步转弱。战略石油储备的释放对油价是有短期打压作用的,尤其是这趟公布出来的释放数字是差不多三分一的美国储备,如果联合其它盟国的释放,对油价短期影响不容忽视。至于中期的下跌幅度,预期将在75美元附近,毕竟战略石油储备抛出后,未来是要回补的,抛得越多,对未来油价的支撑力度越强,所以如果并非实质性的原油设施增加,那么油价其实并不需要特别悲观。但是大幅震荡是在所难免的。 短期策略上,油价有效跌穿(以收","images":[{"img":"https://static.tigerbbs.com/a8ffb5331c974d0c373e90646ac03f4a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/f4e658248e1d0a654384bff365dad143","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/74b1f3d5628b2a7accf28937fabb33ac","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619127763","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610339454,"gmtCreate":1648513659116,"gmtModify":1648513659284,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/610339454","repostId":"637876679","repostType":1,"repost":{"id":637876679,"gmtCreate":1648025510016,"gmtModify":1648069216226,"author":{"id":"3578199758106112","authorId":"3578199758106112","name":"全球投资","avatar":"https://static.tigerbbs.com/fbe2723a05b8c06a4e9eecf52f15c7cb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"查理 ∙ 芒格:通胀警示","htmlText":"\n \n \n 70年代,沃尔克把初级利率提高到20%而政府为其政府债券支付15%,伴随而来的是一场可怕的经济衰退,芒格认为不会再有一个“沃尔克”式经济衰退,但可能会出现别的更难以解除的复杂危机,来听听他的看法吧。\n \n","listText":"70年代,沃尔克把初级利率提高到20%而政府为其政府债券支付15%,伴随而来的是一场可怕的经济衰退,芒格认为不会再有一个“沃尔克”式经济衰退,但可能会出现别的更难以解除的复杂危机,来听听他的看法吧。","text":"70年代,沃尔克把初级利率提高到20%而政府为其政府债券支付15%,伴随而来的是一场可怕的经济衰退,芒格认为不会再有一个“沃尔克”式经济衰退,但可能会出现别的更难以解除的复杂危机,来听听他的看法吧。","images":[{"img":"https://static.tigerbbs.com/d7ae2ce222a8456c706d556841c2b6cc","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637876679","isVote":1,"tweetType":2,"object":{"id":"2954be96452f4c6483f004ff173569b5","tweetId":"637876679","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bf4c0f6d387702298001507346/iiUgmflR9zYA.mp4","poster":"https://static.tigerbbs.com/d7ae2ce222a8456c706d556841c2b6cc"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610339504,"gmtCreate":1648513650012,"gmtModify":1648513650174,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610339504","repostId":"637234345","repostType":1,"repost":{"id":637234345,"gmtCreate":1648092173152,"gmtModify":1648174068840,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":3,"crmLevelSwitch":0},"themes":[],"title":"又一个期权捡芝麻的机会开始了(谁说我的BABA策略赔钱了?)","htmlText":"之前,我介绍了一个中概股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的捡芝麻的机会《<a href=\"https://laohu8.com/TW/632090921\" target=\"_blank\">现在的BABA可能是最适合期权获利的标的</a>》。 不少朋友在中概股跌得最深的两天吓坏了,也有在指责我说跟着做开始亏钱了。 我不得不说,任何的仓位,未平仓之前,都有可能出现浮盈浮亏。而且的确,对于这个振幅,我也非常震惊。但有惊无险,最终依然成功收回权利金(只要你没有仓位过重爆仓)。 我需要明确的几点: 第一、这些都是边角料的赚钱策略,虽然小赚大赔,但我们赢的是95%以上的极大概率。 第二、中概股在3月9日-3月16日出现了“流动性危机”,这已经不是基本面和正常动量变化了,属于极端风险,谁都逃不掉。 第三、均值回归最大的的好处,就是时间是我们的朋友,一定要有耐心。 第四、以上的垂直差价策略的其中一个目的,是建仓。如果是你,在90美金买入了BABA,现在是什么情况呢? BABA今年以来股价变化 如果你相信这是个长期的概率游戏,并有兴趣通过现金来获得一些超额收益,这样的策略市场上有很多。 今天的主角是“人见人没感觉”的<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> Facebook。 自从Tik Tok在海外市场占据社媒的主动权之后,Facebook就面临不少打击。再加上苹果的隐私新政,Facebook用了好几个季度都没有缓过来,反而业绩越来越不理想,也让投资者越来越抛弃它。要不是有Instagram续命,可能现在难以维系。 但作为一家千亿美元市值的公司,Facebook手中现","listText":"之前,我介绍了一个中概股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的捡芝麻的机会《<a href=\"https://laohu8.com/TW/632090921\" target=\"_blank\">现在的BABA可能是最适合期权获利的标的</a>》。 不少朋友在中概股跌得最深的两天吓坏了,也有在指责我说跟着做开始亏钱了。 我不得不说,任何的仓位,未平仓之前,都有可能出现浮盈浮亏。而且的确,对于这个振幅,我也非常震惊。但有惊无险,最终依然成功收回权利金(只要你没有仓位过重爆仓)。 我需要明确的几点: 第一、这些都是边角料的赚钱策略,虽然小赚大赔,但我们赢的是95%以上的极大概率。 第二、中概股在3月9日-3月16日出现了“流动性危机”,这已经不是基本面和正常动量变化了,属于极端风险,谁都逃不掉。 第三、均值回归最大的的好处,就是时间是我们的朋友,一定要有耐心。 第四、以上的垂直差价策略的其中一个目的,是建仓。如果是你,在90美金买入了BABA,现在是什么情况呢? BABA今年以来股价变化 如果你相信这是个长期的概率游戏,并有兴趣通过现金来获得一些超额收益,这样的策略市场上有很多。 今天的主角是“人见人没感觉”的<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> Facebook。 自从Tik Tok在海外市场占据社媒的主动权之后,Facebook就面临不少打击。再加上苹果的隐私新政,Facebook用了好几个季度都没有缓过来,反而业绩越来越不理想,也让投资者越来越抛弃它。要不是有Instagram续命,可能现在难以维系。 但作为一家千亿美元市值的公司,Facebook手中现","text":"之前,我介绍了一个中概股$阿里巴巴(BABA)$ 的捡芝麻的机会《现在的BABA可能是最适合期权获利的标的》。 不少朋友在中概股跌得最深的两天吓坏了,也有在指责我说跟着做开始亏钱了。 我不得不说,任何的仓位,未平仓之前,都有可能出现浮盈浮亏。而且的确,对于这个振幅,我也非常震惊。但有惊无险,最终依然成功收回权利金(只要你没有仓位过重爆仓)。 我需要明确的几点: 第一、这些都是边角料的赚钱策略,虽然小赚大赔,但我们赢的是95%以上的极大概率。 第二、中概股在3月9日-3月16日出现了“流动性危机”,这已经不是基本面和正常动量变化了,属于极端风险,谁都逃不掉。 第三、均值回归最大的的好处,就是时间是我们的朋友,一定要有耐心。 第四、以上的垂直差价策略的其中一个目的,是建仓。如果是你,在90美金买入了BABA,现在是什么情况呢? BABA今年以来股价变化 如果你相信这是个长期的概率游戏,并有兴趣通过现金来获得一些超额收益,这样的策略市场上有很多。 今天的主角是“人见人没感觉”的$Meta Platforms(FB)$ Facebook。 自从Tik Tok在海外市场占据社媒的主动权之后,Facebook就面临不少打击。再加上苹果的隐私新政,Facebook用了好几个季度都没有缓过来,反而业绩越来越不理想,也让投资者越来越抛弃它。要不是有Instagram续命,可能现在难以维系。 但作为一家千亿美元市值的公司,Facebook手中现","images":[{"img":"https://static.tigerbbs.com/2ee52aafe71c2b0d9714da2ed52fe8d8","width":"1280","height":"720"},{"img":"https://static.tigerbbs.com/a7c79c746c7f49d262dd08a472821eec","width":"1775","height":"734"},{"img":"https://static.tigerbbs.com/cd137765a687039fe2ad6b5e07e69910","width":"1762","height":"736"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637234345","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610339241,"gmtCreate":1648513641304,"gmtModify":1648513641487,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610339241","repostId":"637051479","repostType":1,"repost":{"id":637051479,"gmtCreate":1647832492764,"gmtModify":1647836867837,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"做好准备,大宗商品的长期“巨震”就要来了","htmlText":"上周美联储进入加息周期正式确认,所以有必要和大家聊聊关于各市场的中长期影响。 记得去年老虎开放日时,我给大家介绍过美元即将进入“纠偏式”的加息周期,相信很多朋友忘记了当时的结论,因此这里想和大家重温一下。而主要的结论其实就是四个字“宽阔震荡”。 加息对需求端(投资需求)的影响大于供应端,虽然目前大宗商品的价格走势基本都受供应端的影响而导致,但需求降温也会对价格产生负面影响,因此单边看涨商品肯定不会是未来2年的最优策略。 一、美股指 由于加息打压通胀,从长远来说会利多经济,因此美股指可谓扛过了最艰难的时刻,当然也包括了亚洲的港股和A股。此前跟大家说过,250日均线是美股指的重要分水岭,上周股指也大幅反弹穿越250日均线,那么美股指短期风险解除,做空美股的朋友们注意止损。做多的朋友们迎来了喘息的机会,至于幅度,目前无法估算,我只能以2000年前后的指数走势作为参考。 毕竟疫情之后,全球经济处于修复期,无论哪个国家都经历不起一次金融市场的大崩溃,虽然我们都知道指数存在一定泡沫,但若当前刺破泡沫的危害远大于承受能力的话,那么政府总会想尽办法去保护它,政府的力量是不能忽视的。中国的房市和美国的股市本质同源,可阶段打压但不能随意踩踏。 二、原油 历史上,原油在纠偏式加息周期下,都是震荡市。而且目前叠加了俄乌冲突,即便俄乌和谈,但国际制裁不可能短期撤销,这会导致的问题在于供应信息混乱,产量的增长会被人为地贸易切断,油价短期不可能太弱势,尽管波动会十分巨大。 技术上,当前油价处于2011-2014年的震荡区间中,也即75-115美元的价格水平,在该水平内,油价将根据短期供应消息大幅震荡,有利好则脉冲,无利好也大幅下跌,因此技术性交易即可。 三、黄金 贵金属总体仍是利率敏感品种,在加息周期下,往往表现偏弱势。最少我们不能很放心地趋势性做多。 诚然,弱势不代表金价暴跌,以目前通胀的","listText":"上周美联储进入加息周期正式确认,所以有必要和大家聊聊关于各市场的中长期影响。 记得去年老虎开放日时,我给大家介绍过美元即将进入“纠偏式”的加息周期,相信很多朋友忘记了当时的结论,因此这里想和大家重温一下。而主要的结论其实就是四个字“宽阔震荡”。 加息对需求端(投资需求)的影响大于供应端,虽然目前大宗商品的价格走势基本都受供应端的影响而导致,但需求降温也会对价格产生负面影响,因此单边看涨商品肯定不会是未来2年的最优策略。 一、美股指 由于加息打压通胀,从长远来说会利多经济,因此美股指可谓扛过了最艰难的时刻,当然也包括了亚洲的港股和A股。此前跟大家说过,250日均线是美股指的重要分水岭,上周股指也大幅反弹穿越250日均线,那么美股指短期风险解除,做空美股的朋友们注意止损。做多的朋友们迎来了喘息的机会,至于幅度,目前无法估算,我只能以2000年前后的指数走势作为参考。 毕竟疫情之后,全球经济处于修复期,无论哪个国家都经历不起一次金融市场的大崩溃,虽然我们都知道指数存在一定泡沫,但若当前刺破泡沫的危害远大于承受能力的话,那么政府总会想尽办法去保护它,政府的力量是不能忽视的。中国的房市和美国的股市本质同源,可阶段打压但不能随意踩踏。 二、原油 历史上,原油在纠偏式加息周期下,都是震荡市。而且目前叠加了俄乌冲突,即便俄乌和谈,但国际制裁不可能短期撤销,这会导致的问题在于供应信息混乱,产量的增长会被人为地贸易切断,油价短期不可能太弱势,尽管波动会十分巨大。 技术上,当前油价处于2011-2014年的震荡区间中,也即75-115美元的价格水平,在该水平内,油价将根据短期供应消息大幅震荡,有利好则脉冲,无利好也大幅下跌,因此技术性交易即可。 三、黄金 贵金属总体仍是利率敏感品种,在加息周期下,往往表现偏弱势。最少我们不能很放心地趋势性做多。 诚然,弱势不代表金价暴跌,以目前通胀的","text":"上周美联储进入加息周期正式确认,所以有必要和大家聊聊关于各市场的中长期影响。 记得去年老虎开放日时,我给大家介绍过美元即将进入“纠偏式”的加息周期,相信很多朋友忘记了当时的结论,因此这里想和大家重温一下。而主要的结论其实就是四个字“宽阔震荡”。 加息对需求端(投资需求)的影响大于供应端,虽然目前大宗商品的价格走势基本都受供应端的影响而导致,但需求降温也会对价格产生负面影响,因此单边看涨商品肯定不会是未来2年的最优策略。 一、美股指 由于加息打压通胀,从长远来说会利多经济,因此美股指可谓扛过了最艰难的时刻,当然也包括了亚洲的港股和A股。此前跟大家说过,250日均线是美股指的重要分水岭,上周股指也大幅反弹穿越250日均线,那么美股指短期风险解除,做空美股的朋友们注意止损。做多的朋友们迎来了喘息的机会,至于幅度,目前无法估算,我只能以2000年前后的指数走势作为参考。 毕竟疫情之后,全球经济处于修复期,无论哪个国家都经历不起一次金融市场的大崩溃,虽然我们都知道指数存在一定泡沫,但若当前刺破泡沫的危害远大于承受能力的话,那么政府总会想尽办法去保护它,政府的力量是不能忽视的。中国的房市和美国的股市本质同源,可阶段打压但不能随意踩踏。 二、原油 历史上,原油在纠偏式加息周期下,都是震荡市。而且目前叠加了俄乌冲突,即便俄乌和谈,但国际制裁不可能短期撤销,这会导致的问题在于供应信息混乱,产量的增长会被人为地贸易切断,油价短期不可能太弱势,尽管波动会十分巨大。 技术上,当前油价处于2011-2014年的震荡区间中,也即75-115美元的价格水平,在该水平内,油价将根据短期供应消息大幅震荡,有利好则脉冲,无利好也大幅下跌,因此技术性交易即可。 三、黄金 贵金属总体仍是利率敏感品种,在加息周期下,往往表现偏弱势。最少我们不能很放心地趋势性做多。 诚然,弱势不代表金价暴跌,以目前通胀的","images":[{"img":"https://static.tigerbbs.com/61059ad3f95b15d13ec31ca6a9dd9e60","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/93e956b4a65c56b925cbb866f09fd0d7","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/44405cd67a35fd924b6809ca12f14f47","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637051479","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610097484,"gmtCreate":1648423219288,"gmtModify":1648423219460,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610097484","repostId":"637876679","repostType":1,"repost":{"id":637876679,"gmtCreate":1648025510016,"gmtModify":1648069216226,"author":{"id":"3578199758106112","authorId":"3578199758106112","name":"全球投资","avatar":"https://static.tigerbbs.com/fbe2723a05b8c06a4e9eecf52f15c7cb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"查理 ∙ 芒格:通胀警示","htmlText":"\n \n \n 70年代,沃尔克把初级利率提高到20%而政府为其政府债券支付15%,伴随而来的是一场可怕的经济衰退,芒格认为不会再有一个“沃尔克”式经济衰退,但可能会出现别的更难以解除的复杂危机,来听听他的看法吧。\n \n","listText":"70年代,沃尔克把初级利率提高到20%而政府为其政府债券支付15%,伴随而来的是一场可怕的经济衰退,芒格认为不会再有一个“沃尔克”式经济衰退,但可能会出现别的更难以解除的复杂危机,来听听他的看法吧。","text":"70年代,沃尔克把初级利率提高到20%而政府为其政府债券支付15%,伴随而来的是一场可怕的经济衰退,芒格认为不会再有一个“沃尔克”式经济衰退,但可能会出现别的更难以解除的复杂危机,来听听他的看法吧。","images":[{"img":"https://static.tigerbbs.com/d7ae2ce222a8456c706d556841c2b6cc","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637876679","isVote":1,"tweetType":2,"object":{"id":"2954be96452f4c6483f004ff173569b5","tweetId":"637876679","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bf4c0f6d387702298001507346/iiUgmflR9zYA.mp4","poster":"https://static.tigerbbs.com/d7ae2ce222a8456c706d556841c2b6cc"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610097554,"gmtCreate":1648423212079,"gmtModify":1648423212296,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610097554","repostId":"637234345","repostType":1,"repost":{"id":637234345,"gmtCreate":1648092173152,"gmtModify":1648174068840,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":3,"crmLevelSwitch":0},"themes":[],"title":"又一个期权捡芝麻的机会开始了(谁说我的BABA策略赔钱了?)","htmlText":"之前,我介绍了一个中概股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的捡芝麻的机会《<a href=\"https://laohu8.com/TW/632090921\" target=\"_blank\">现在的BABA可能是最适合期权获利的标的</a>》。 不少朋友在中概股跌得最深的两天吓坏了,也有在指责我说跟着做开始亏钱了。 我不得不说,任何的仓位,未平仓之前,都有可能出现浮盈浮亏。而且的确,对于这个振幅,我也非常震惊。但有惊无险,最终依然成功收回权利金(只要你没有仓位过重爆仓)。 我需要明确的几点: 第一、这些都是边角料的赚钱策略,虽然小赚大赔,但我们赢的是95%以上的极大概率。 第二、中概股在3月9日-3月16日出现了“流动性危机”,这已经不是基本面和正常动量变化了,属于极端风险,谁都逃不掉。 第三、均值回归最大的的好处,就是时间是我们的朋友,一定要有耐心。 第四、以上的垂直差价策略的其中一个目的,是建仓。如果是你,在90美金买入了BABA,现在是什么情况呢? BABA今年以来股价变化 如果你相信这是个长期的概率游戏,并有兴趣通过现金来获得一些超额收益,这样的策略市场上有很多。 今天的主角是“人见人没感觉”的<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> Facebook。 自从Tik Tok在海外市场占据社媒的主动权之后,Facebook就面临不少打击。再加上苹果的隐私新政,Facebook用了好几个季度都没有缓过来,反而业绩越来越不理想,也让投资者越来越抛弃它。要不是有Instagram续命,可能现在难以维系。 但作为一家千亿美元市值的公司,Facebook手中现","listText":"之前,我介绍了一个中概股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的捡芝麻的机会《<a href=\"https://laohu8.com/TW/632090921\" target=\"_blank\">现在的BABA可能是最适合期权获利的标的</a>》。 不少朋友在中概股跌得最深的两天吓坏了,也有在指责我说跟着做开始亏钱了。 我不得不说,任何的仓位,未平仓之前,都有可能出现浮盈浮亏。而且的确,对于这个振幅,我也非常震惊。但有惊无险,最终依然成功收回权利金(只要你没有仓位过重爆仓)。 我需要明确的几点: 第一、这些都是边角料的赚钱策略,虽然小赚大赔,但我们赢的是95%以上的极大概率。 第二、中概股在3月9日-3月16日出现了“流动性危机”,这已经不是基本面和正常动量变化了,属于极端风险,谁都逃不掉。 第三、均值回归最大的的好处,就是时间是我们的朋友,一定要有耐心。 第四、以上的垂直差价策略的其中一个目的,是建仓。如果是你,在90美金买入了BABA,现在是什么情况呢? BABA今年以来股价变化 如果你相信这是个长期的概率游戏,并有兴趣通过现金来获得一些超额收益,这样的策略市场上有很多。 今天的主角是“人见人没感觉”的<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> Facebook。 自从Tik Tok在海外市场占据社媒的主动权之后,Facebook就面临不少打击。再加上苹果的隐私新政,Facebook用了好几个季度都没有缓过来,反而业绩越来越不理想,也让投资者越来越抛弃它。要不是有Instagram续命,可能现在难以维系。 但作为一家千亿美元市值的公司,Facebook手中现","text":"之前,我介绍了一个中概股$阿里巴巴(BABA)$ 的捡芝麻的机会《现在的BABA可能是最适合期权获利的标的》。 不少朋友在中概股跌得最深的两天吓坏了,也有在指责我说跟着做开始亏钱了。 我不得不说,任何的仓位,未平仓之前,都有可能出现浮盈浮亏。而且的确,对于这个振幅,我也非常震惊。但有惊无险,最终依然成功收回权利金(只要你没有仓位过重爆仓)。 我需要明确的几点: 第一、这些都是边角料的赚钱策略,虽然小赚大赔,但我们赢的是95%以上的极大概率。 第二、中概股在3月9日-3月16日出现了“流动性危机”,这已经不是基本面和正常动量变化了,属于极端风险,谁都逃不掉。 第三、均值回归最大的的好处,就是时间是我们的朋友,一定要有耐心。 第四、以上的垂直差价策略的其中一个目的,是建仓。如果是你,在90美金买入了BABA,现在是什么情况呢? BABA今年以来股价变化 如果你相信这是个长期的概率游戏,并有兴趣通过现金来获得一些超额收益,这样的策略市场上有很多。 今天的主角是“人见人没感觉”的$Meta Platforms(FB)$ Facebook。 自从Tik Tok在海外市场占据社媒的主动权之后,Facebook就面临不少打击。再加上苹果的隐私新政,Facebook用了好几个季度都没有缓过来,反而业绩越来越不理想,也让投资者越来越抛弃它。要不是有Instagram续命,可能现在难以维系。 但作为一家千亿美元市值的公司,Facebook手中现","images":[{"img":"https://static.tigerbbs.com/2ee52aafe71c2b0d9714da2ed52fe8d8","width":"1280","height":"720"},{"img":"https://static.tigerbbs.com/a7c79c746c7f49d262dd08a472821eec","width":"1775","height":"734"},{"img":"https://static.tigerbbs.com/cd137765a687039fe2ad6b5e07e69910","width":"1762","height":"736"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637234345","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610097685,"gmtCreate":1648423203346,"gmtModify":1648423203480,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610097685","repostId":"637051479","repostType":1,"repost":{"id":637051479,"gmtCreate":1647832492764,"gmtModify":1647836867837,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"做好准备,大宗商品的长期“巨震”就要来了","htmlText":"上周美联储进入加息周期正式确认,所以有必要和大家聊聊关于各市场的中长期影响。 记得去年老虎开放日时,我给大家介绍过美元即将进入“纠偏式”的加息周期,相信很多朋友忘记了当时的结论,因此这里想和大家重温一下。而主要的结论其实就是四个字“宽阔震荡”。 加息对需求端(投资需求)的影响大于供应端,虽然目前大宗商品的价格走势基本都受供应端的影响而导致,但需求降温也会对价格产生负面影响,因此单边看涨商品肯定不会是未来2年的最优策略。 一、美股指 由于加息打压通胀,从长远来说会利多经济,因此美股指可谓扛过了最艰难的时刻,当然也包括了亚洲的港股和A股。此前跟大家说过,250日均线是美股指的重要分水岭,上周股指也大幅反弹穿越250日均线,那么美股指短期风险解除,做空美股的朋友们注意止损。做多的朋友们迎来了喘息的机会,至于幅度,目前无法估算,我只能以2000年前后的指数走势作为参考。 毕竟疫情之后,全球经济处于修复期,无论哪个国家都经历不起一次金融市场的大崩溃,虽然我们都知道指数存在一定泡沫,但若当前刺破泡沫的危害远大于承受能力的话,那么政府总会想尽办法去保护它,政府的力量是不能忽视的。中国的房市和美国的股市本质同源,可阶段打压但不能随意踩踏。 二、原油 历史上,原油在纠偏式加息周期下,都是震荡市。而且目前叠加了俄乌冲突,即便俄乌和谈,但国际制裁不可能短期撤销,这会导致的问题在于供应信息混乱,产量的增长会被人为地贸易切断,油价短期不可能太弱势,尽管波动会十分巨大。 技术上,当前油价处于2011-2014年的震荡区间中,也即75-115美元的价格水平,在该水平内,油价将根据短期供应消息大幅震荡,有利好则脉冲,无利好也大幅下跌,因此技术性交易即可。 三、黄金 贵金属总体仍是利率敏感品种,在加息周期下,往往表现偏弱势。最少我们不能很放心地趋势性做多。 诚然,弱势不代表金价暴跌,以目前通胀的","listText":"上周美联储进入加息周期正式确认,所以有必要和大家聊聊关于各市场的中长期影响。 记得去年老虎开放日时,我给大家介绍过美元即将进入“纠偏式”的加息周期,相信很多朋友忘记了当时的结论,因此这里想和大家重温一下。而主要的结论其实就是四个字“宽阔震荡”。 加息对需求端(投资需求)的影响大于供应端,虽然目前大宗商品的价格走势基本都受供应端的影响而导致,但需求降温也会对价格产生负面影响,因此单边看涨商品肯定不会是未来2年的最优策略。 一、美股指 由于加息打压通胀,从长远来说会利多经济,因此美股指可谓扛过了最艰难的时刻,当然也包括了亚洲的港股和A股。此前跟大家说过,250日均线是美股指的重要分水岭,上周股指也大幅反弹穿越250日均线,那么美股指短期风险解除,做空美股的朋友们注意止损。做多的朋友们迎来了喘息的机会,至于幅度,目前无法估算,我只能以2000年前后的指数走势作为参考。 毕竟疫情之后,全球经济处于修复期,无论哪个国家都经历不起一次金融市场的大崩溃,虽然我们都知道指数存在一定泡沫,但若当前刺破泡沫的危害远大于承受能力的话,那么政府总会想尽办法去保护它,政府的力量是不能忽视的。中国的房市和美国的股市本质同源,可阶段打压但不能随意踩踏。 二、原油 历史上,原油在纠偏式加息周期下,都是震荡市。而且目前叠加了俄乌冲突,即便俄乌和谈,但国际制裁不可能短期撤销,这会导致的问题在于供应信息混乱,产量的增长会被人为地贸易切断,油价短期不可能太弱势,尽管波动会十分巨大。 技术上,当前油价处于2011-2014年的震荡区间中,也即75-115美元的价格水平,在该水平内,油价将根据短期供应消息大幅震荡,有利好则脉冲,无利好也大幅下跌,因此技术性交易即可。 三、黄金 贵金属总体仍是利率敏感品种,在加息周期下,往往表现偏弱势。最少我们不能很放心地趋势性做多。 诚然,弱势不代表金价暴跌,以目前通胀的","text":"上周美联储进入加息周期正式确认,所以有必要和大家聊聊关于各市场的中长期影响。 记得去年老虎开放日时,我给大家介绍过美元即将进入“纠偏式”的加息周期,相信很多朋友忘记了当时的结论,因此这里想和大家重温一下。而主要的结论其实就是四个字“宽阔震荡”。 加息对需求端(投资需求)的影响大于供应端,虽然目前大宗商品的价格走势基本都受供应端的影响而导致,但需求降温也会对价格产生负面影响,因此单边看涨商品肯定不会是未来2年的最优策略。 一、美股指 由于加息打压通胀,从长远来说会利多经济,因此美股指可谓扛过了最艰难的时刻,当然也包括了亚洲的港股和A股。此前跟大家说过,250日均线是美股指的重要分水岭,上周股指也大幅反弹穿越250日均线,那么美股指短期风险解除,做空美股的朋友们注意止损。做多的朋友们迎来了喘息的机会,至于幅度,目前无法估算,我只能以2000年前后的指数走势作为参考。 毕竟疫情之后,全球经济处于修复期,无论哪个国家都经历不起一次金融市场的大崩溃,虽然我们都知道指数存在一定泡沫,但若当前刺破泡沫的危害远大于承受能力的话,那么政府总会想尽办法去保护它,政府的力量是不能忽视的。中国的房市和美国的股市本质同源,可阶段打压但不能随意踩踏。 二、原油 历史上,原油在纠偏式加息周期下,都是震荡市。而且目前叠加了俄乌冲突,即便俄乌和谈,但国际制裁不可能短期撤销,这会导致的问题在于供应信息混乱,产量的增长会被人为地贸易切断,油价短期不可能太弱势,尽管波动会十分巨大。 技术上,当前油价处于2011-2014年的震荡区间中,也即75-115美元的价格水平,在该水平内,油价将根据短期供应消息大幅震荡,有利好则脉冲,无利好也大幅下跌,因此技术性交易即可。 三、黄金 贵金属总体仍是利率敏感品种,在加息周期下,往往表现偏弱势。最少我们不能很放心地趋势性做多。 诚然,弱势不代表金价暴跌,以目前通胀的","images":[{"img":"https://static.tigerbbs.com/61059ad3f95b15d13ec31ca6a9dd9e60","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/93e956b4a65c56b925cbb866f09fd0d7","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/44405cd67a35fd924b6809ca12f14f47","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637051479","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635416670,"gmtCreate":1647212217987,"gmtModify":1647212218183,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/635416670","repostId":"632524031","repostType":1,"repost":{"id":632524031,"gmtCreate":1646622113150,"gmtModify":1646647050185,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"07/08年的感觉回来了:黄金2000,原油不言顶","htmlText":"上周初的跳空主要缺口并未能得到回补,这确定了近期趋势的进一步强化。黄金开始涨向2000关口,原油则继续高歌猛进完全和美股指脱钩。上一次市场如此疯狂的时刻,还要回到07/08年金融危机。只不过,这次由地缘政治所引发的危机可能比当时还要猛烈。 远离原油 在上周中的直播中,我们对比了美油与标普的长线走势图,类似的情况出现在雷曼时刻前夕——美股已经开始见顶回落大幅修正,油价还继续猛冲了一段时间后才出现断崖式崩盘。基于此,再考虑到当前原油无任何调整的走法,任何左侧交易的猜测头部都是送钱。原油的波动率目前也不再适合普通投资者参与,安静的等待事情起变化或许是最好的选择。 做空欧洲 直播中比较推荐的做空欧洲+做多其他地区的主要逻辑十分明显:俄罗斯乌克兰的局势缺乏快速解决的机会和方法。虽然美国和北约都是遥控指挥,但是毕竟主战场是在欧洲大陆的。如果真有什么的新的大级别的冲突,欧洲是首当其中的倒霉蛋。 欧股和欧元的表现也已经体现了投资者对于这方面的担忧。虽然其他风险资产和非美货币也在下跌,但是最不抗跌的显然还是欧元和欧股。远离主战场(做空主要对应资产)+做多其他同类型资产是我们对于当前局势的看法。 同样的思路可以提前布局到其他可能会出现危机/问题的国家与地区,尤其是哪些前期相对看跌或者涨的比较高的地方。 黄金等待新高 黄金继续保持上涨,和我们的中长期目标方向吻合,多头从1900到2000几乎可以说没有费任何吹灰之力,下一个主要压制就是前期的历史高位了。和原油类似,目前的市场环境找不到任何压制黄金的理由,市场走势本身也是牛气冲天。因此继续待在车上拿稳了就行。 白银同步开始上涨,也取得了趋势线的突破,不过从相对表现来看,还是没有太出彩的地方,这多多少少有些令人失望。不过也不用过于着急,白银或许需要突破站稳30大关之后,才能让那些看空做空白银的资金彻底认输。到时候,类似原油的轧空行情就会到来。贵金属","listText":"上周初的跳空主要缺口并未能得到回补,这确定了近期趋势的进一步强化。黄金开始涨向2000关口,原油则继续高歌猛进完全和美股指脱钩。上一次市场如此疯狂的时刻,还要回到07/08年金融危机。只不过,这次由地缘政治所引发的危机可能比当时还要猛烈。 远离原油 在上周中的直播中,我们对比了美油与标普的长线走势图,类似的情况出现在雷曼时刻前夕——美股已经开始见顶回落大幅修正,油价还继续猛冲了一段时间后才出现断崖式崩盘。基于此,再考虑到当前原油无任何调整的走法,任何左侧交易的猜测头部都是送钱。原油的波动率目前也不再适合普通投资者参与,安静的等待事情起变化或许是最好的选择。 做空欧洲 直播中比较推荐的做空欧洲+做多其他地区的主要逻辑十分明显:俄罗斯乌克兰的局势缺乏快速解决的机会和方法。虽然美国和北约都是遥控指挥,但是毕竟主战场是在欧洲大陆的。如果真有什么的新的大级别的冲突,欧洲是首当其中的倒霉蛋。 欧股和欧元的表现也已经体现了投资者对于这方面的担忧。虽然其他风险资产和非美货币也在下跌,但是最不抗跌的显然还是欧元和欧股。远离主战场(做空主要对应资产)+做多其他同类型资产是我们对于当前局势的看法。 同样的思路可以提前布局到其他可能会出现危机/问题的国家与地区,尤其是哪些前期相对看跌或者涨的比较高的地方。 黄金等待新高 黄金继续保持上涨,和我们的中长期目标方向吻合,多头从1900到2000几乎可以说没有费任何吹灰之力,下一个主要压制就是前期的历史高位了。和原油类似,目前的市场环境找不到任何压制黄金的理由,市场走势本身也是牛气冲天。因此继续待在车上拿稳了就行。 白银同步开始上涨,也取得了趋势线的突破,不过从相对表现来看,还是没有太出彩的地方,这多多少少有些令人失望。不过也不用过于着急,白银或许需要突破站稳30大关之后,才能让那些看空做空白银的资金彻底认输。到时候,类似原油的轧空行情就会到来。贵金属","text":"上周初的跳空主要缺口并未能得到回补,这确定了近期趋势的进一步强化。黄金开始涨向2000关口,原油则继续高歌猛进完全和美股指脱钩。上一次市场如此疯狂的时刻,还要回到07/08年金融危机。只不过,这次由地缘政治所引发的危机可能比当时还要猛烈。 远离原油 在上周中的直播中,我们对比了美油与标普的长线走势图,类似的情况出现在雷曼时刻前夕——美股已经开始见顶回落大幅修正,油价还继续猛冲了一段时间后才出现断崖式崩盘。基于此,再考虑到当前原油无任何调整的走法,任何左侧交易的猜测头部都是送钱。原油的波动率目前也不再适合普通投资者参与,安静的等待事情起变化或许是最好的选择。 做空欧洲 直播中比较推荐的做空欧洲+做多其他地区的主要逻辑十分明显:俄罗斯乌克兰的局势缺乏快速解决的机会和方法。虽然美国和北约都是遥控指挥,但是毕竟主战场是在欧洲大陆的。如果真有什么的新的大级别的冲突,欧洲是首当其中的倒霉蛋。 欧股和欧元的表现也已经体现了投资者对于这方面的担忧。虽然其他风险资产和非美货币也在下跌,但是最不抗跌的显然还是欧元和欧股。远离主战场(做空主要对应资产)+做多其他同类型资产是我们对于当前局势的看法。 同样的思路可以提前布局到其他可能会出现危机/问题的国家与地区,尤其是哪些前期相对看跌或者涨的比较高的地方。 黄金等待新高 黄金继续保持上涨,和我们的中长期目标方向吻合,多头从1900到2000几乎可以说没有费任何吹灰之力,下一个主要压制就是前期的历史高位了。和原油类似,目前的市场环境找不到任何压制黄金的理由,市场走势本身也是牛气冲天。因此继续待在车上拿稳了就行。 白银同步开始上涨,也取得了趋势线的突破,不过从相对表现来看,还是没有太出彩的地方,这多多少少有些令人失望。不过也不用过于着急,白银或许需要突破站稳30大关之后,才能让那些看空做空白银的资金彻底认输。到时候,类似原油的轧空行情就会到来。贵金属","images":[{"img":"https://static.tigerbbs.com/611f21bc44ab3370abb3533407653e44","width":"1363","height":"678"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632524031","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635416842,"gmtCreate":1647212206762,"gmtModify":1647212206931,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635416842","repostId":"635668752","repostType":1,"repost":{"id":635668752,"gmtCreate":1646982498762,"gmtModify":1646999010130,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":2,"crmLevelSwitch":0},"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":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635416304,"gmtCreate":1647212196863,"gmtModify":1647212196994,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635416304","repostId":"632710058","repostType":1,"repost":{"id":632710058,"gmtCreate":1646703674412,"gmtModify":1646737644251,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0},"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":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635356264,"gmtCreate":1646865593407,"gmtModify":1646865593585,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/635356264","repostId":"632942849","repostType":1,"repost":{"id":632942849,"gmtCreate":1646214905941,"gmtModify":1646264074427,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"股市里最大的穷人思维就是,我只要每天赚1个点,一年就能3倍了","htmlText":"股市里最大的穷人思维就是,如果我每天能赚1个点,一年就能3倍,日积月累下去就可以实现财富自由。如果你脑袋里有这个想法,我得给你泼盆冷水,因为每天赚一个点是一个不可能实现的情况。大多时候,我们的账户是今天赚1个点,明天亏5个点,后天赚3个点,然后继续亏10个点,账户资金稳定下滑。真正能在这个市场赚到钱的人,脑袋里是没有这种每天赚一个点的思维的。想在股市赚到钱的前提有两个,一个是要学会择机重仓,一个是要学会熬得住。择机重仓是什么?是在这个市场看到机会要敢于重仓,因为重仓是改变收益的唯一途径,交易中最大的一次获利决定了一个人能否在这个市场中赚到钱。在这个市场有一个定律,那就是80%的收益,都是在20%的时间里完成的,其余的时间要么在躺平,要么在煎熬。 熬得住是什么呢?当你发现机会并买入知乎,你必须要熬到属于你的那个风口出现的那一天。就像张坤长期重仓白酒,葛兰长期重仓医药一样,他们都等来了自己的高光时刻。所以在这个市场,一定要有赚大钱的豪情,也要有10年饮冰,难凉热血的气魄。<a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600276\">$恒瑞医药(600276)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ","listText":"股市里最大的穷人思维就是,如果我每天能赚1个点,一年就能3倍,日积月累下去就可以实现财富自由。如果你脑袋里有这个想法,我得给你泼盆冷水,因为每天赚一个点是一个不可能实现的情况。大多时候,我们的账户是今天赚1个点,明天亏5个点,后天赚3个点,然后继续亏10个点,账户资金稳定下滑。真正能在这个市场赚到钱的人,脑袋里是没有这种每天赚一个点的思维的。想在股市赚到钱的前提有两个,一个是要学会择机重仓,一个是要学会熬得住。择机重仓是什么?是在这个市场看到机会要敢于重仓,因为重仓是改变收益的唯一途径,交易中最大的一次获利决定了一个人能否在这个市场中赚到钱。在这个市场有一个定律,那就是80%的收益,都是在20%的时间里完成的,其余的时间要么在躺平,要么在煎熬。 熬得住是什么呢?当你发现机会并买入知乎,你必须要熬到属于你的那个风口出现的那一天。就像张坤长期重仓白酒,葛兰长期重仓医药一样,他们都等来了自己的高光时刻。所以在这个市场,一定要有赚大钱的豪情,也要有10年饮冰,难凉热血的气魄。<a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600276\">$恒瑞医药(600276)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ","text":"股市里最大的穷人思维就是,如果我每天能赚1个点,一年就能3倍,日积月累下去就可以实现财富自由。如果你脑袋里有这个想法,我得给你泼盆冷水,因为每天赚一个点是一个不可能实现的情况。大多时候,我们的账户是今天赚1个点,明天亏5个点,后天赚3个点,然后继续亏10个点,账户资金稳定下滑。真正能在这个市场赚到钱的人,脑袋里是没有这种每天赚一个点的思维的。想在股市赚到钱的前提有两个,一个是要学会择机重仓,一个是要学会熬得住。择机重仓是什么?是在这个市场看到机会要敢于重仓,因为重仓是改变收益的唯一途径,交易中最大的一次获利决定了一个人能否在这个市场中赚到钱。在这个市场有一个定律,那就是80%的收益,都是在20%的时间里完成的,其余的时间要么在躺平,要么在煎熬。 熬得住是什么呢?当你发现机会并买入知乎,你必须要熬到属于你的那个风口出现的那一天。就像张坤长期重仓白酒,葛兰长期重仓医药一样,他们都等来了自己的高光时刻。所以在这个市场,一定要有赚大钱的豪情,也要有10年饮冰,难凉热血的气魄。$贵州茅台(600519)$ $恒瑞医药(600276)$ $腾讯控股(00700)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632942849","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635356660,"gmtCreate":1646865540943,"gmtModify":1646865541088,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635356660","repostId":"632090921","repostType":1,"repost":{"id":632090921,"gmtCreate":1646128089266,"gmtModify":1646200337815,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":3,"crmLevelSwitch":0},"themes":[],"title":"现在的BABA可能是最适合期权获利的标的","htmlText":"上一次参与<a target=\"_blank\" href=\"https://laohu8.com/U/3542528121404732\">@麦麦max</a> 的直播中,我们聊到了<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 关于阿里巴巴,大家最近关注的几个点无非就是: 最新季度的财报收入增速创下IPO以来新低; 阿里云因为某些原因被人为限制了; 淘系电商面临短视频竞争激烈; “反垄断”政策的影响后续; 芒格的基金开始大量抄底。 其实,这些所有散户都能很容易触达的信息,往往都是明牌,是很容易“已经”体现在股价中的(Already Priced-in)。而对于投资者来说,无论你下注“多头”(Long)还是“空头”(Short),参与的都是对未来的预期。 刚刚发完财报的公司,往往会有一段时间来消化完财报信息,而这时候的股价波动就并不会特别显著。除非对于财报的一致性预期特别大,比如说强烈的看好或者强烈地看衰,要不然股价都会呈现出“均值回归”的特点。 BABA的股票,已经回到了2017年的水平。 而且目前空头占比只有1.71%,与其说是回补得差不多,不如说是都不愿有人去空它了。 说实话,面对这样基本面的一家公司,抄底的确是个好选择。但是对于我们期权玩家来说,可以用一些期权策略获得更大概率的收益。 我个人认为,一份简单的垂直差价(vertical Spread)就够,当然,是一份看涨的Spread。 卖出,3月18日90美元的PUT,获得权利金1.31美元, <a target=\"_blank\" href=\"\"></a>","listText":"上一次参与<a target=\"_blank\" href=\"https://laohu8.com/U/3542528121404732\">@麦麦max</a> 的直播中,我们聊到了<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 关于阿里巴巴,大家最近关注的几个点无非就是: 最新季度的财报收入增速创下IPO以来新低; 阿里云因为某些原因被人为限制了; 淘系电商面临短视频竞争激烈; “反垄断”政策的影响后续; 芒格的基金开始大量抄底。 其实,这些所有散户都能很容易触达的信息,往往都是明牌,是很容易“已经”体现在股价中的(Already Priced-in)。而对于投资者来说,无论你下注“多头”(Long)还是“空头”(Short),参与的都是对未来的预期。 刚刚发完财报的公司,往往会有一段时间来消化完财报信息,而这时候的股价波动就并不会特别显著。除非对于财报的一致性预期特别大,比如说强烈的看好或者强烈地看衰,要不然股价都会呈现出“均值回归”的特点。 BABA的股票,已经回到了2017年的水平。 而且目前空头占比只有1.71%,与其说是回补得差不多,不如说是都不愿有人去空它了。 说实话,面对这样基本面的一家公司,抄底的确是个好选择。但是对于我们期权玩家来说,可以用一些期权策略获得更大概率的收益。 我个人认为,一份简单的垂直差价(vertical Spread)就够,当然,是一份看涨的Spread。 卖出,3月18日90美元的PUT,获得权利金1.31美元, <a target=\"_blank\" href=\"\"></a>","text":"上一次参与@麦麦max 的直播中,我们聊到了$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 关于阿里巴巴,大家最近关注的几个点无非就是: 最新季度的财报收入增速创下IPO以来新低; 阿里云因为某些原因被人为限制了; 淘系电商面临短视频竞争激烈; “反垄断”政策的影响后续; 芒格的基金开始大量抄底。 其实,这些所有散户都能很容易触达的信息,往往都是明牌,是很容易“已经”体现在股价中的(Already Priced-in)。而对于投资者来说,无论你下注“多头”(Long)还是“空头”(Short),参与的都是对未来的预期。 刚刚发完财报的公司,往往会有一段时间来消化完财报信息,而这时候的股价波动就并不会特别显著。除非对于财报的一致性预期特别大,比如说强烈的看好或者强烈地看衰,要不然股价都会呈现出“均值回归”的特点。 BABA的股票,已经回到了2017年的水平。 而且目前空头占比只有1.71%,与其说是回补得差不多,不如说是都不愿有人去空它了。 说实话,面对这样基本面的一家公司,抄底的确是个好选择。但是对于我们期权玩家来说,可以用一些期权策略获得更大概率的收益。 我个人认为,一份简单的垂直差价(vertical Spread)就够,当然,是一份看涨的Spread。 卖出,3月18日90美元的PUT,获得权利金1.31美元,","images":[{"img":"https://static.tigerbbs.com/cd288c41e6cc6a8c3bfdd37ece38327d","width":"1757","height":"733"},{"img":"https://static.tigerbbs.com/7ced7ea70d28163182b389c8c498be32","width":"590","height":"342"},{"img":"https://static.tigerbbs.com/20742f1d38218a6937b40ce9ce6a572e","width":"1756","height":"730"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632090921","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635356324,"gmtCreate":1646865318373,"gmtModify":1646865318533,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635356324","repostId":"1185283439","repostType":4,"repost":{"id":"1185283439","pubTimestamp":1646812051,"share":"https://www.laohu8.com/m/news/1185283439?lang=&edition=full","pubTime":"2022-03-09 15:47","market":"other","language":"en","title":"Rio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1185283439","media":"kalkinemedia","summary":"The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.5","content":"<html><head></head><body><p>The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).</p><p>Rio shares closed yesterday's trading 4.34% lower at AU$120.51 per share on ASX. The company's shares started this week's trading on a weak note after the global iron ore giant was ordered to pay a penalty of AU$750,000 for continuous violation of disclosure obligations.</p><p>On Monday, the stock closed a tad lower at AU$125.980 per share on ASX.</p><p>On Monday, Rio Tinto announced that it had reached a settlement with has reached a settlement with the Australian Securities and Investment Commission (ASIC) concerning the disclosure of the impairment of Rio Tinto Coal Mozambique (RTCM).</p><p>Noticeably, RTCM was acquired in 2011 and divested in 2014. The mining giant has said that it will continue to defend itself against the SEC's allegations vigorously.</p><p>Another essential reason why Rio's shares are showing a bearish trend can be probably because the company is anticipated to trade ex-dividend on Thursday (March 10, 2022). Usually, it is seen that when a company reaches its ex-dividend day, its shares are likely to fall as the investors mostly tend to sell off the company's shares after securing the dividend.</p><p>The mining firm’s US$16.8 billion full-year dividend represents a payout of 79% of underlying earnings. This is higher than the management’s policy of returning between 40% to 60% of underlying earnings to the company’s shareholders.</p><p><b><i>Rio Tinto’s FY21 results:</i></b></p><p>Rio Tinto commands a market capitalisation of roughly AU$44.73 billion. The company declared its half-yearly report for the financial year 2022 (H1 FY22) on 23 February 2022. During this period Rio reported US$21.1 billion of net earnings, up by 116% compared to 2020. Other details from the company’s financials include:</p><ul><li>Rio Tinto's underlying earnings grew 72% to US$21.4 billion.</li><li>Earnings before interest, tax, depreciation and amortisation (EBITDA) at US$37.7 billion, an increase of 58% rise compared to the prior corresponding period.</li><li>Rio’s net cash generated from operating activities grew 60% at U$25.3 billion compared to 2020 levels.</li></ul><p>Rio Tinto Limited will organise its annual general meeting on 5 May 2022 at 9:30am (AEST).</p></body></html>","source":"lsy1642396333099","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>Rio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nRio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 15:47 GMT+8 <a href=https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why><strong>kalkinemedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).Rio shares closed yesterday's trading...</p>\n\n<a href=\"https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIO.AU":"力拓"},"source_url":"https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185283439","content_text":"The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).Rio shares closed yesterday's trading 4.34% lower at AU$120.51 per share on ASX. The company's shares started this week's trading on a weak note after the global iron ore giant was ordered to pay a penalty of AU$750,000 for continuous violation of disclosure obligations.On Monday, the stock closed a tad lower at AU$125.980 per share on ASX.On Monday, Rio Tinto announced that it had reached a settlement with has reached a settlement with the Australian Securities and Investment Commission (ASIC) concerning the disclosure of the impairment of Rio Tinto Coal Mozambique (RTCM).Noticeably, RTCM was acquired in 2011 and divested in 2014. The mining giant has said that it will continue to defend itself against the SEC's allegations vigorously.Another essential reason why Rio's shares are showing a bearish trend can be probably because the company is anticipated to trade ex-dividend on Thursday (March 10, 2022). Usually, it is seen that when a company reaches its ex-dividend day, its shares are likely to fall as the investors mostly tend to sell off the company's shares after securing the dividend.The mining firm’s US$16.8 billion full-year dividend represents a payout of 79% of underlying earnings. This is higher than the management’s policy of returning between 40% to 60% of underlying earnings to the company’s shareholders.Rio Tinto’s FY21 results:Rio Tinto commands a market capitalisation of roughly AU$44.73 billion. The company declared its half-yearly report for the financial year 2022 (H1 FY22) on 23 February 2022. During this period Rio reported US$21.1 billion of net earnings, up by 116% compared to 2020. Other details from the company’s financials include:Rio Tinto's underlying earnings grew 72% to US$21.4 billion.Earnings before interest, tax, depreciation and amortisation (EBITDA) at US$37.7 billion, an increase of 58% rise compared to the prior corresponding period.Rio’s net cash generated from operating activities grew 60% at U$25.3 billion compared to 2020 levels.Rio Tinto Limited will organise its annual general meeting on 5 May 2022 at 9:30am (AEST).","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697667913,"gmtCreate":1642464281331,"gmtModify":1642464281701,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/697667913","repostId":"1119480541","repostType":4,"repost":{"id":"1119480541","pubTimestamp":1642463205,"share":"https://www.laohu8.com/m/news/1119480541?lang=&edition=full","pubTime":"2022-01-18 07:46","market":"us","language":"en","title":"The Old Man's Still Got It: Warren Buffett's Berkshire Hathaway Hits an All-Time High, But Is Still Vulnerable To a Fed-Induced Bear Market. How To Protect It.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119480541","media":"benzinga","summary":"\"He's old, and he's washed up.\" Dave Portnoy on Warren Buffett, June 9th, 2020 (screen capture via T","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/9f21aefdc0a475c3022e906e8e7a5e83\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"/></p><p><i>"He's old, and he's washed up." Dave Portnoy on Warren Buffett, June 9th, 2020 (screen capture via Twitter).</i></p><p><b>Berkshire Hathaway Hits An All-Time High</b></p><p>Back in June of 2020, Dave Portnoy was a few months into his day trading career. Portnoy had started trading after COVID lockdowns shut down sporting events, keeping him from sports betting (his company, Barstool Sports, has a sportsbook betting app). At the time, Portnoy compared Warren Buffett's investing acumen invidiously to his own.</p><p>Since then, shares of Buffett's holding company,<b>Berkshire Hathaway, Inc.</b>(NYSE:BRK-A), (NYSE:BRK-B) have handily outpaced the<b>SPDR S&P 500 Trust</b></p><p>SPY+0.05%and Barstool's parent company<b>Penn National Gaming, Inc.</b>PENN-2.8%, on their way to a new all-time high.</p><p><img src=\"https://static.tigerbbs.com/b67e49f945eb3434945ac8d15ea72b7f\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><b>Berkshire Isn't Bear Market-Proof Though</b></p><p>After Lehman Brothers went bankrupt on September 9th of 2008, Berkshire Hathaway shares rallied for a couple of weeks before joining in the 2008-2009 bear market.</p><p><img src=\"https://static.tigerbbs.com/c7baefa845d8135e82adab759276beb4\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/></p><p>Although bear market warnings have vastly outnumbered actual bear markets over the years, the current market environment of high valuations combined with high inflation and rising interest rates suggests that stock market investors ought to be concerned about downside risk now. Below are a couple of ways of staying long Berkshire while limiting your downside risk in the event we head into a bear market over the next several months.</p><p><b>Downside Protection For Berkshire Hathaway</b></p><p>Let's say you own a thousand shares of Berkshire Hathaway Class B and you can tolerate a 20% drawdown over the next several months, but not one larger than that. Here are two ways of doing that.</p><p><b><i>Uncapped Upside, Positive Cost</i></b></p><p>As of Friday's close, these were the optimal puts to hedge against a >20% drop in BRK-B by mid-June.</p><p><img src=\"https://static.tigerbbs.com/7aa1e47bee5fb89e73f6f6a5883cc4e3\" tg-width=\"340\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p><i>This and the subsequent screen captures are via the Portfolio Armor iPhone app, but you can also scan for optional hedges with our website.</i></p><p>The cost here was $3,350, or 1.03% of position value (calculated conservatively, using the ask price; you can often buy and sell options at some price between the bid and ask). That cost is pretty low. By way of comparison, the cost of hedging SPY against the same decline threshold over the same time frame was 1.25% of position value.</p><p><b><i>Capped Upside, Negative Cost</i></b></p><p>If you were willing to cap your possible upside at 11%, this was the optimal collar to protect against a >20% drop over the same time frame.</p><p><img src=\"https://static.tigerbbs.com/0e3898e03ede4c5e54abd239139d83c3\" tg-width=\"340\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b8f1533be93ab82b17eaf744f6a26d0e\" tg-width=\"340\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Here, the cost was negative, meaning you would have collected a net credit of $880 when opening this collar, assuming you placed both trades at the worst ends of their respective spreads (buying the puts at the ask and selling the calls at the bid).</p><p>Something to consider if you're long Berkshire shares and want to limit your downside risk.</p></body></html>","source":"lsy1606299360108","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>The Old Man's Still Got It: Warren Buffett's Berkshire Hathaway Hits an All-Time High, But Is Still Vulnerable To a Fed-Induced Bear Market. How To Protect It.</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nThe Old Man's Still Got It: Warren Buffett's Berkshire Hathaway Hits an All-Time High, But Is Still Vulnerable To a Fed-Induced Bear Market. How To Protect It.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 07:46 GMT+8 <a href=https://www.benzinga.com/trading-ideas/22/01/25076154/the-old-mans-still-got-it-warren-buffetts-berkshire-hathaway-hits-an-all-time-high-but-is-still-vul><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"He's old, and he's washed up.\" Dave Portnoy on Warren Buffett, June 9th, 2020 (screen capture via Twitter).Berkshire Hathaway Hits An All-Time HighBack in June of 2020, Dave Portnoy was a few months ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/22/01/25076154/the-old-mans-still-got-it-warren-buffetts-berkshire-hathaway-hits-an-all-time-high-but-is-still-vul\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.benzinga.com/trading-ideas/22/01/25076154/the-old-mans-still-got-it-warren-buffetts-berkshire-hathaway-hits-an-all-time-high-but-is-still-vul","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119480541","content_text":"\"He's old, and he's washed up.\" Dave Portnoy on Warren Buffett, June 9th, 2020 (screen capture via Twitter).Berkshire Hathaway Hits An All-Time HighBack in June of 2020, Dave Portnoy was a few months into his day trading career. Portnoy had started trading after COVID lockdowns shut down sporting events, keeping him from sports betting (his company, Barstool Sports, has a sportsbook betting app). At the time, Portnoy compared Warren Buffett's investing acumen invidiously to his own.Since then, shares of Buffett's holding company,Berkshire Hathaway, Inc.(NYSE:BRK-A), (NYSE:BRK-B) have handily outpaced theSPDR S&P 500 TrustSPY+0.05%and Barstool's parent companyPenn National Gaming, Inc.PENN-2.8%, on their way to a new all-time high.Berkshire Isn't Bear Market-Proof ThoughAfter Lehman Brothers went bankrupt on September 9th of 2008, Berkshire Hathaway shares rallied for a couple of weeks before joining in the 2008-2009 bear market.Although bear market warnings have vastly outnumbered actual bear markets over the years, the current market environment of high valuations combined with high inflation and rising interest rates suggests that stock market investors ought to be concerned about downside risk now. Below are a couple of ways of staying long Berkshire while limiting your downside risk in the event we head into a bear market over the next several months.Downside Protection For Berkshire HathawayLet's say you own a thousand shares of Berkshire Hathaway Class B and you can tolerate a 20% drawdown over the next several months, but not one larger than that. Here are two ways of doing that.Uncapped Upside, Positive CostAs of Friday's close, these were the optimal puts to hedge against a >20% drop in BRK-B by mid-June.This and the subsequent screen captures are via the Portfolio Armor iPhone app, but you can also scan for optional hedges with our website.The cost here was $3,350, or 1.03% of position value (calculated conservatively, using the ask price; you can often buy and sell options at some price between the bid and ask). That cost is pretty low. By way of comparison, the cost of hedging SPY against the same decline threshold over the same time frame was 1.25% of position value.Capped Upside, Negative CostIf you were willing to cap your possible upside at 11%, this was the optimal collar to protect against a >20% drop over the same time frame.Here, the cost was negative, meaning you would have collected a net credit of $880 when opening this collar, assuming you placed both trades at the worst ends of their respective spreads (buying the puts at the ask and selling the calls at the bid).Something to consider if you're long Berkshire shares and want to limit your downside risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873885121,"gmtCreate":1636928661100,"gmtModify":1636928661100,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/873885121","repostId":"1103944030","repostType":4,"repost":{"id":"1103944030","pubTimestamp":1636857439,"share":"https://www.laohu8.com/m/news/1103944030?lang=&edition=full","pubTime":"2021-11-14 10:37","market":"us","language":"en","title":"These are the next three mega-cap tech stocks you’ll be hearing more about","url":"https://stock-news.laohu8.com/highlight/detail?id=1103944030","media":"MarketWatch","summary":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is","content":"<p>AMD is among companies poised to eclipse $200 billion in market value</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8977785546ccb691b11117bea0aa1480\" tg-width=\"1320\" tg-height=\"742\" referrerpolicy=\"no-referrer\"><span>AMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images</span></p>\n<p>As technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.</p>\n<p>Five are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.</p>\n<p>Bets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.</p>\n<p>Perhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.</p>\n<p>However, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.</p>\n<p><b>1. ServiceNow:</b> ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.</p>\n<p>The company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.</p>\n<p>Beyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.</p>\n<p>It’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.</p>\n<p><b>2. Qualcomm:</b>Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.</p>\n<p>Consequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.</p>\n<p>Qualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.</p>\n<p>Perhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.</p>\n<p><b>3. AMD:</b> I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.</p>\n<p>In August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.</p>\n<p>While I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.</p>\n<p>Speaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.</p>\n<p>AMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.</p>\n<p>After those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.</p>","source":"lsy1603348471595","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>These are the next three mega-cap tech stocks you’ll be hearing more about</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nThese are the next three mega-cap tech stocks you’ll be hearing more about\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 10:37 GMT+8 <a href=https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOW":"ServiceNow","QCOM":"高通","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103944030","content_text":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.\nFive are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.\nBets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.\nPerhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.\nHowever, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.\n1. ServiceNow: ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.\nThe company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.\nBeyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.\nIt’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.\n2. Qualcomm:Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.\nConsequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.\nQualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.\nPerhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.\n3. AMD: I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.\nIn August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.\nWhile I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.\nSpeaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.\nAMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.\nAfter those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870344496,"gmtCreate":1636590390027,"gmtModify":1636590390079,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870344496","repostId":"1181359044","repostType":4,"repost":{"id":"1181359044","pubTimestamp":1636549935,"share":"https://www.laohu8.com/m/news/1181359044?lang=&edition=full","pubTime":"2021-11-10 21:12","market":"us","language":"en","title":"Gett Nears $1.1B SPAC Merger To Go Public","url":"https://stock-news.laohu8.com/highlight/detail?id=1181359044","media":"Benzinga","summary":"Corporate-transportation platform Gett is nearing a special-purpose acquisition company (SPAC) merge","content":"<p>Corporate-transportation platform Gett is nearing a special-purpose acquisition company (SPAC) merger worth $1.1 billion with Rosecliff Acquisition Corp I, the Wall Street Journal reports.</p>\n<p>Gett now aims to streamline the company’s ride-hailing, taxi, and limousine booking options worldwide into one platform to save customers time and money. It initially started as a Uber Technologies competitor.</p>\n<p>Gett now joins companies like Lyft Inc and Indian ride-hailing operator Ola to offer many different services.</p>\n<p>Gett is marketing itself as a solution for global companies to transport workers rapidly, particularly with many remote workers at least part-time during the pandemic.</p>\n<p>Gett works with companies like Apple Inc and Coca-Cola Co, the report adds.</p>\n<p>Gett closed its New York ride-sharing business Juno in 2019. Gett still operates ride-hailing services in markets like Israel and London, but 40% of its trips for corporate clients now come from third parties.</p>\n<p>Price Action: RCLF shares traded higher by 1.63% at $9.95 in the premarket session on the last check Wednesday.</p>","source":"lsy1606299360108","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>Gett Nears $1.1B SPAC Merger To Go Public</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nGett Nears $1.1B SPAC Merger To Go Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 21:12 GMT+8 <a href=https://www.benzinga.com/news/21/11/24005887/gett-nears-1-1b-spac-merger-to-go-public><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Corporate-transportation platform Gett is nearing a special-purpose acquisition company (SPAC) merger worth $1.1 billion with Rosecliff Acquisition Corp I, the Wall Street Journal reports.\nGett now ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/24005887/gett-nears-1-1b-spac-merger-to-go-public\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/21/11/24005887/gett-nears-1-1b-spac-merger-to-go-public","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181359044","content_text":"Corporate-transportation platform Gett is nearing a special-purpose acquisition company (SPAC) merger worth $1.1 billion with Rosecliff Acquisition Corp I, the Wall Street Journal reports.\nGett now aims to streamline the company’s ride-hailing, taxi, and limousine booking options worldwide into one platform to save customers time and money. It initially started as a Uber Technologies competitor.\nGett now joins companies like Lyft Inc and Indian ride-hailing operator Ola to offer many different services.\nGett is marketing itself as a solution for global companies to transport workers rapidly, particularly with many remote workers at least part-time during the pandemic.\nGett works with companies like Apple Inc and Coca-Cola Co, the report adds.\nGett closed its New York ride-sharing business Juno in 2019. Gett still operates ride-hailing services in markets like Israel and London, but 40% of its trips for corporate clients now come from third parties.\nPrice Action: RCLF shares traded higher by 1.63% at $9.95 in the premarket session on the last check Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859863357,"gmtCreate":1634687631736,"gmtModify":1634687631910,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/859863357","repostId":"1168031107","repostType":4,"repost":{"id":"1168031107","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634650565,"share":"https://www.laohu8.com/m/news/1168031107?lang=&edition=full","pubTime":"2021-10-19 21:36","market":"us","language":"en","title":"Coinbase rose more than 4% in morning trading as it collaborated with Facebook","url":"https://stock-news.laohu8.com/highlight/detail?id=1168031107","media":"Tiger Newspress","summary":"Coinbase rose more than 4% in morning trading as it collaborated with Facebook, while Facebook jumpe","content":"<p>Coinbase rose more than 4% in morning trading as it collaborated with Facebook, while Facebook jumped nearly 1%.</p>\n<p><img src=\"https://static.tigerbbs.com/99591a2c1941e44a468b250137776b83\" tg-width=\"764\" tg-height=\"364\" width=\"100%\" height=\"auto\"></p>\n<p>Facebook 'S David Marcus Says The Novi Pilot Uses USDP (Pax Dollar) Through Partnerships with Paxos and Coinbase.</p>","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>Coinbase rose more than 4% in morning trading as it collaborated with Facebook</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nCoinbase rose more than 4% in morning trading as it collaborated with Facebook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-19 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Coinbase rose more than 4% in morning trading as it collaborated with Facebook, while Facebook jumped nearly 1%.</p>\n<p><img src=\"https://static.tigerbbs.com/99591a2c1941e44a468b250137776b83\" tg-width=\"764\" tg-height=\"364\" width=\"100%\" height=\"auto\"></p>\n<p>Facebook 'S David Marcus Says The Novi Pilot Uses USDP (Pax Dollar) Through Partnerships with Paxos and Coinbase.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168031107","content_text":"Coinbase rose more than 4% in morning trading as it collaborated with Facebook, while Facebook jumped nearly 1%.\n\nFacebook 'S David Marcus Says The Novi Pilot Uses USDP (Pax Dollar) Through Partnerships with Paxos and Coinbase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824514696,"gmtCreate":1634338808231,"gmtModify":1634338808424,"author":{"id":"3572078772819787","authorId":"3572078772819787","name":"Winstonlou","avatar":"https://static.tigerbbs.com/872d534505dadd9f2bcdebec4b5df367","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824514696","repostId":"2175485551","repostType":4,"repost":{"id":"2175485551","pubTimestamp":1634310655,"share":"https://www.laohu8.com/m/news/2175485551?lang=&edition=full","pubTime":"2021-10-15 23:10","market":"us","language":"en","title":"Is It Too Late to Buy Upstart Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2175485551","media":"Motley Fool","summary":"This company is changing how lenders gauge people's creditworthiness. It has massive growth potential and the stock price reflects that.","content":"<p><b>Upstart</b> (NASDAQ:UPST) -- a company that uses artificial intelligence systems to determine would-be borrowers' creditworthiness -- has caught the attention of Wall Street and the mainstream financial media in 2021. As a result, the stock price has surged more than 1,000% since its December 2020 IPO, raising questions about how much bigger this company can get.</p>\n<p>But investors considering buying in on Upstart now should remember that this is still a young business, and its stock has the potential to grow another 1,000% over the next decade. The company has just started de-risking itself, making it safer for investors to get a piece of the action.</p>\n<p>Let's go into more detail about why Upstart is still worth buying today.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646666%2Fperson-looking-at-a-clear-whiteboard-thinking.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Upstart's formula could replace FICO</h2>\n<p>For decades, the chief way banks and others have determined creditworthiness is by looking at a person's FICO score -- a metric created by <b><a href=\"https://laohu8.com/S/FICO\">Fair Isaac Corp</a>.</b> (NYSE:FICO) back in 1989. There are a host of variations based on that model now, but still, those scores have certain weaknesses -- primarily because there are plenty of people who have poor credit histories or no credit history at all, but who would nonetheless be good credit risks. Fully 80% of Americans have never defaulted on a loan payment, yet fewer than half of Americans have prime credit -- meaning that as much as 30% of the populace are potentially good people to lend money to, but might get rejected by banks making their decisions solely by looking at credit scores.</p>\n<p>Upstart looks at a much bigger picture -- everything from employment history to how applicants interact with the loan application -- and takes all of this data into account, determining each consumer's creditworthiness with impressive accuracy. An internal study by Upstart showed that all other things being equal, Upstart's evaluations led to 75% fewer defaults than when relying on traditional models.</p>\n<p>Even better, the more loan decisions it makes, the more accurate Upstart's AI should get. Each borrower it recommends lending to will either pay off their loan or default. If they default, the model will learn that customers with similar traits might also be less likely to pay off loans. That steady aggregation of new data could help it adjust its decision-making and decrease its default rate as time goes on.</p>\n<p>With Upstart, the process to get a loan is becoming much easier. The company approves an average of 27% more loans than banks do using their traditional model, while applicants get on average a 16% lower interest rate. The decision process is also quick for the customer: Upstart's AI has gotten so good that it has been able to automatically approve 71% of its applications with minimal fraud risk. Among its accepted loan applications in 2020's fourth quarter, only 0.4% later proved to be fraudulent.</p>\n<h2>Innovation is leading to success</h2>\n<p>Reinventing the loan approval process has resulted in strong financial success for Upstart. The company gave its thumbs-up to 24% of the loan applications it saw in Q2 2021, reaching a transaction volume of 287,000 loans. And loan volume increased by 69% from the first quarter.</p>\n<p>Related to the increase in loan volume, Upstart's Q2 revenue grew by 1,000% year over year, and by 60% sequentially, to $194 million. Its contribution profit -- a metric similar to gross margin -- was 50% of total revenue in Q2, up from 46% in Q1 2021.</p>\n<p>Despite being a small company in terms of revenue, Upstart is profitable. Its net income for Q2 was $37 million, an improvement from its net loss of $6 million in the prior-year quarter. The company also produced free cash flow of $134 million in the first half of 2021 -- representing a free cash flow margin of 44%.</p>\n<p>It won't be surprising to see this strong growth continue. In addition to the network effects it benefits from, lending is an enormous market. Management sees a market opportunity of $635 billion in auto loan origination and an $84 billion opportunity in personal loans. It's just beginning to tap into the vehicle loan market with its recently launched Upstart Auto Retail product -- an outgrowth of the company's April acquisition of Prodigy, a provider of cloud-based software for auto sales.</p>\n<h2>Lenders are flocking to Upstart</h2>\n<p>Lenders are moving to Upstart's platform fast -- four banks have partnered with it since its Q2 report. Its customer concentration was high at the beginning of 2021, with <a href=\"https://laohu8.com/S/AONE.U\">one</a> lender accounting for 67% of its loan volume in 2020. That client only represented 60% of Upstart's loan volume in the first half, however. With the addition of these new banks since it reported Q2 earnings, its concentration figure will likely continue to decline.</p>\n<p>The stock is trading at 133 times free cash flow and 64 times sales. However, Upstart has been doing everything right so far in 2021: It has decreased its client concentration, expanded into a big new market, and rapidly grown its business. Yet it still has plenty of room for explosive growth over the next 10 years, and investors still have the opportunity to benefit from its game-changing technology.</p>","source":"fool_stock","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>Is It Too Late to Buy Upstart Stock?</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nIs It Too Late to Buy Upstart Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 23:10 GMT+8 <a href=https://www.fool.com/investing/2021/10/15/is-it-too-late-to-buy-upstart-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Upstart (NASDAQ:UPST) -- a company that uses artificial intelligence systems to determine would-be borrowers' creditworthiness -- has caught the attention of Wall Street and the mainstream financial ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/15/is-it-too-late-to-buy-upstart-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/10/15/is-it-too-late-to-buy-upstart-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175485551","content_text":"Upstart (NASDAQ:UPST) -- a company that uses artificial intelligence systems to determine would-be borrowers' creditworthiness -- has caught the attention of Wall Street and the mainstream financial media in 2021. As a result, the stock price has surged more than 1,000% since its December 2020 IPO, raising questions about how much bigger this company can get.\nBut investors considering buying in on Upstart now should remember that this is still a young business, and its stock has the potential to grow another 1,000% over the next decade. The company has just started de-risking itself, making it safer for investors to get a piece of the action.\nLet's go into more detail about why Upstart is still worth buying today.\nImage source: Getty Images.\nUpstart's formula could replace FICO\nFor decades, the chief way banks and others have determined creditworthiness is by looking at a person's FICO score -- a metric created by Fair Isaac Corp. (NYSE:FICO) back in 1989. There are a host of variations based on that model now, but still, those scores have certain weaknesses -- primarily because there are plenty of people who have poor credit histories or no credit history at all, but who would nonetheless be good credit risks. Fully 80% of Americans have never defaulted on a loan payment, yet fewer than half of Americans have prime credit -- meaning that as much as 30% of the populace are potentially good people to lend money to, but might get rejected by banks making their decisions solely by looking at credit scores.\nUpstart looks at a much bigger picture -- everything from employment history to how applicants interact with the loan application -- and takes all of this data into account, determining each consumer's creditworthiness with impressive accuracy. An internal study by Upstart showed that all other things being equal, Upstart's evaluations led to 75% fewer defaults than when relying on traditional models.\nEven better, the more loan decisions it makes, the more accurate Upstart's AI should get. Each borrower it recommends lending to will either pay off their loan or default. If they default, the model will learn that customers with similar traits might also be less likely to pay off loans. That steady aggregation of new data could help it adjust its decision-making and decrease its default rate as time goes on.\nWith Upstart, the process to get a loan is becoming much easier. The company approves an average of 27% more loans than banks do using their traditional model, while applicants get on average a 16% lower interest rate. The decision process is also quick for the customer: Upstart's AI has gotten so good that it has been able to automatically approve 71% of its applications with minimal fraud risk. Among its accepted loan applications in 2020's fourth quarter, only 0.4% later proved to be fraudulent.\nInnovation is leading to success\nReinventing the loan approval process has resulted in strong financial success for Upstart. The company gave its thumbs-up to 24% of the loan applications it saw in Q2 2021, reaching a transaction volume of 287,000 loans. And loan volume increased by 69% from the first quarter.\nRelated to the increase in loan volume, Upstart's Q2 revenue grew by 1,000% year over year, and by 60% sequentially, to $194 million. Its contribution profit -- a metric similar to gross margin -- was 50% of total revenue in Q2, up from 46% in Q1 2021.\nDespite being a small company in terms of revenue, Upstart is profitable. Its net income for Q2 was $37 million, an improvement from its net loss of $6 million in the prior-year quarter. The company also produced free cash flow of $134 million in the first half of 2021 -- representing a free cash flow margin of 44%.\nIt won't be surprising to see this strong growth continue. In addition to the network effects it benefits from, lending is an enormous market. Management sees a market opportunity of $635 billion in auto loan origination and an $84 billion opportunity in personal loans. It's just beginning to tap into the vehicle loan market with its recently launched Upstart Auto Retail product -- an outgrowth of the company's April acquisition of Prodigy, a provider of cloud-based software for auto sales.\nLenders are flocking to Upstart\nLenders are moving to Upstart's platform fast -- four banks have partnered with it since its Q2 report. Its customer concentration was high at the beginning of 2021, with one lender accounting for 67% of its loan volume in 2020. That client only represented 60% of Upstart's loan volume in the first half, however. With the addition of these new banks since it reported Q2 earnings, its concentration figure will likely continue to decline.\nThe stock is trading at 133 times free cash flow and 64 times sales. However, Upstart has been doing everything right so far in 2021: It has decreased its client concentration, expanded into a big new market, and rapidly grown its business. Yet it still has plenty of room for explosive growth over the next 10 years, and investors still have the opportunity to benefit from its game-changing technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}