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Clatt
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Clatt
2022-01-17
$HS HSI ETF(02833)$
keep going up up up
Clatt
2022-01-17
$STI ETF(ES3.SI)$
wow good
Clatt
2022-01-16
Year of the tiger
@小虎活动:【有奖活动】如果只选一只股票投资,你会选择谁?
Clatt
2022-01-16
Time to buy
@话题虎:3700多亿资金南下,机构高喊:2022年积极做多港股!
Clatt
2022-01-16
keep holding?
@Lashsmith:
$AMC Entertainment(AMC)$
Credit Suisse closes its HF and has laid off the employees of it in NYC. We can add that to the list. Apes holding strong 👏✊
Clatt
2022-01-16
$Lion-OCBC Sec HSTECH S$(HST.SI)$
On the greeen
Clatt
2022-01-16
$S&P 500(.SPX)$
keep going?
Clatt
2022-01-15
What's in 2022?
@Ivan_甘灿荣:2022前瞻(一):当心今年全球共振,大调整还是有可能的
Clatt
2022-01-15
Yes, tesla
@特斯拉:特斯拉2021年成绩单请查收
Clatt
2022-01-15
Great
抱歉,原内容已删除
Clatt
2022-01-15
$Lion-OCBC Sec HSTECH S$(HST.SI)$
To the moon
Clatt
2022-01-15
$STI ETF(ES3.SI)$
Up up up
Clatt
2021-12-16
Post on community
Clatt
2021-11-25
Wow wow wow
抱歉,原内容已删除
Clatt
2021-11-24
Rocket
抱歉,原内容已删除
Clatt
2021-11-24
tee hee
@Clatt:
$Lion-OSPL China L S$(YYY.SI)$
tee hee
Clatt
2021-10-29
Lai lsi lai
@小虎活动:[Halloween Game] Trade or Treat!
Clatt
2021-10-01
$Lion-OSPL China L S$(YYY.SI)$
tee hee
Clatt
2021-09-16
$Lion-OSPL China L S$(YYY.SI)$
my position
Clatt
2021-09-16
$Lion-OSPL China L S$(YYY.SI)$
ouch
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>wow good","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>wow good","text":"$STI ETF(ES3.SI)$wow good","images":[{"img":"https://static.tigerbbs.com/386af613d3ff24203599f27f290bcdae","width":"1080","height":"2351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697166032","isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697323366,"gmtCreate":1642300228295,"gmtModify":1642300228421,"author":{"id":"3574226391988525","authorId":"3574226391988525","name":"Clatt","avatar":"https://static.tigerbbs.com/77e9d726828764ccded3c8c233f1ba9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574226391988525","idStr":"3574226391988525"},"themes":[],"htmlText":"Year of the tiger","listText":"Year of the tiger","text":"Year of the tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697323366","repostId":"695960080","repostType":1,"repost":{"id":695960080,"gmtCreate":1641301175229,"gmtModify":1641303452990,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【有奖活动】如果只选一只股票投资,你会选择谁?","htmlText":"岁月不居,时节如流。随着新年的钟声敲响,2021年已经成为了历史,我们即将拥抱满载希望的2022。对于2022年你有哪些期待?如果只选一只股票,你会选择谁? 欢迎大家在评论区留言,凡是参与留言的虎友均可获得虎币奖励,如果你愿意多聊2句,还有机会获得老虎限量盲盒手办。 【参与方式】: 参与方式很简单,欢迎大家在本帖下方评论区留言,或者发帖关联主题“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={"themeId":"5056f10cf76c40db961b0b3655c5ab36"}\" target=\"_blank\">2022投资机会在哪里?</a>”,聊聊2022年你最看好哪只股票及原因?如果只选一只股票投资,你会选择谁? 友情提示:篇幅长的虎友可以在发帖时选择“写长帖’也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com 🎁【活动奖励】 凡是参与活动的虎友均可获得66虎币奖励(积分也称虎币,可以在老虎app的“虎币兑好礼”中兑换小虎玩偶,T恤,卫衣,免佣卡,行情卡等多重好礼)。 此外,我们还会选取评论区互动最高或者文采出众的虎友赠予老虎限量盲盒手办1个。 ⏰【活动时间】 即日起-1月10日晚23:59;欢迎大家积极参与哦~","listText":"岁月不居,时节如流。随着新年的钟声敲响,2021年已经成为了历史,我们即将拥抱满载希望的2022。对于2022年你有哪些期待?如果只选一只股票,你会选择谁? 欢迎大家在评论区留言,凡是参与留言的虎友均可获得虎币奖励,如果你愿意多聊2句,还有机会获得老虎限量盲盒手办。 【参与方式】: 参与方式很简单,欢迎大家在本帖下方评论区留言,或者发帖关联主题“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={"themeId":"5056f10cf76c40db961b0b3655c5ab36"}\" target=\"_blank\">2022投资机会在哪里?</a>”,聊聊2022年你最看好哪只股票及原因?如果只选一只股票投资,你会选择谁? 友情提示:篇幅长的虎友可以在发帖时选择“写长帖’也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com 🎁【活动奖励】 凡是参与活动的虎友均可获得66虎币奖励(积分也称虎币,可以在老虎app的“虎币兑好礼”中兑换小虎玩偶,T恤,卫衣,免佣卡,行情卡等多重好礼)。 此外,我们还会选取评论区互动最高或者文采出众的虎友赠予老虎限量盲盒手办1个。 ⏰【活动时间】 即日起-1月10日晚23:59;欢迎大家积极参与哦~","text":"岁月不居,时节如流。随着新年的钟声敲响,2021年已经成为了历史,我们即将拥抱满载希望的2022。对于2022年你有哪些期待?如果只选一只股票,你会选择谁? 欢迎大家在评论区留言,凡是参与留言的虎友均可获得虎币奖励,如果你愿意多聊2句,还有机会获得老虎限量盲盒手办。 【参与方式】: 参与方式很简单,欢迎大家在本帖下方评论区留言,或者发帖关联主题“2022投资机会在哪里?”,聊聊2022年你最看好哪只股票及原因?如果只选一只股票投资,你会选择谁? 友情提示:篇幅长的虎友可以在发帖时选择“写长帖’也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com 🎁【活动奖励】 凡是参与活动的虎友均可获得66虎币奖励(积分也称虎币,可以在老虎app的“虎币兑好礼”中兑换小虎玩偶,T恤,卫衣,免佣卡,行情卡等多重好礼)。 此外,我们还会选取评论区互动最高或者文采出众的虎友赠予老虎限量盲盒手办1个。 ⏰【活动时间】 即日起-1月10日晚23:59;欢迎大家积极参与哦~","images":[{"img":"https://static.tigerbbs.com/25839a18b880ea0142b3abf9a8abb7ff","width":"766","height":"664"},{"img":"https://static.tigerbbs.com/040f5bee2bf182e86d37fca8ce0d968a","width":"3936","height":"2624"},{"img":"https://static.tigerbbs.com/b3e91800f31c75c29a8c50dbf221a0b8","width":"3936","height":"2624"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695960080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697323988,"gmtCreate":1642300194461,"gmtModify":1642300198357,"author":{"id":"3574226391988525","authorId":"3574226391988525","name":"Clatt","avatar":"https://static.tigerbbs.com/77e9d726828764ccded3c8c233f1ba9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574226391988525","idStr":"3574226391988525"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697323988","repostId":"695555339","repostType":1,"repost":{"id":695555339,"gmtCreate":1641528209298,"gmtModify":1750507658813,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"3700多亿资金南下,机构高喊:2022年积极做多港股!","htmlText":"2021年的港股熊遍全球,在全球重要指数排名中,占据跌幅榜前三:在恒指成份股中: <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>,年跌48.88%,市值缩水超2万亿港元; <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ,年跌18.79%,市值缩水超万亿港元; <a target=\"_blank\" href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 等市值也缩水超三千亿港元。 如今,港股市场情绪极度悲观,流通性也开始下降,甚至有人认为港股市场已经到了“无药可救”的地步。然而,就当散户们哀声一片时,机构们却开始看好2022年港股的反弹行情,并且开始抄底。 据统计,2021年南向资金累计净买入3765.79亿元,虽然不及2020年,但仍位列历年流入金额第二:<a target=\"_blank\" href=\"https://laohu8.com/S/601555\">$东吴证券(601555)$</a> 分析师认为: 在当前港股市场底部区域应该更为乐观, 以合理的股息率为价值锚,应积极做多港股。 同时,东吴证券给出了2022五条布局主线: 1、出海:突破内需天花板 在内需疲软的情况下,国际竞争力强、具备国际化视野的企业估值中枢有望得到提升。看好家居、五","listText":"2021年的港股熊遍全球,在全球重要指数排名中,占据跌幅榜前三:在恒指成份股中: <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>,年跌48.88%,市值缩水超2万亿港元; <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ,年跌18.79%,市值缩水超万亿港元; <a target=\"_blank\" href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 等市值也缩水超三千亿港元。 如今,港股市场情绪极度悲观,流通性也开始下降,甚至有人认为港股市场已经到了“无药可救”的地步。然而,就当散户们哀声一片时,机构们却开始看好2022年港股的反弹行情,并且开始抄底。 据统计,2021年南向资金累计净买入3765.79亿元,虽然不及2020年,但仍位列历年流入金额第二:<a target=\"_blank\" href=\"https://laohu8.com/S/601555\">$东吴证券(601555)$</a> 分析师认为: 在当前港股市场底部区域应该更为乐观, 以合理的股息率为价值锚,应积极做多港股。 同时,东吴证券给出了2022五条布局主线: 1、出海:突破内需天花板 在内需疲软的情况下,国际竞争力强、具备国际化视野的企业估值中枢有望得到提升。看好家居、五","text":"2021年的港股熊遍全球,在全球重要指数排名中,占据跌幅榜前三:在恒指成份股中: $阿里巴巴-SW(09988)$,年跌48.88%,市值缩水超2万亿港元; $腾讯控股(00700)$ ,年跌18.79%,市值缩水超万亿港元; $中国平安(02318)$ 、$美团-W(03690)$ 、$小米集团-W(01810)$ 等市值也缩水超三千亿港元。 如今,港股市场情绪极度悲观,流通性也开始下降,甚至有人认为港股市场已经到了“无药可救”的地步。然而,就当散户们哀声一片时,机构们却开始看好2022年港股的反弹行情,并且开始抄底。 据统计,2021年南向资金累计净买入3765.79亿元,虽然不及2020年,但仍位列历年流入金额第二:$东吴证券(601555)$ 分析师认为: 在当前港股市场底部区域应该更为乐观, 以合理的股息率为价值锚,应积极做多港股。 同时,东吴证券给出了2022五条布局主线: 1、出海:突破内需天花板 在内需疲软的情况下,国际竞争力强、具备国际化视野的企业估值中枢有望得到提升。看好家居、五","images":[{"img":"https://static.tigerbbs.com/19bb4c0e339fcacc0f7f9869a48c90b3","width":"560","height":"680"},{"img":"https://static.tigerbbs.com/ade9c6bf6770394eab798245fa395222","width":"851","height":"548"},{"img":"https://static.tigerbbs.com/5fe1e720d23d6490ac8b1df020d162f8","width":"1280","height":"890"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695555339","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697329733,"gmtCreate":1642300155041,"gmtModify":1642300155183,"author":{"id":"3574226391988525","authorId":"3574226391988525","name":"Clatt","avatar":"https://static.tigerbbs.com/77e9d726828764ccded3c8c233f1ba9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574226391988525","idStr":"3574226391988525"},"themes":[],"htmlText":"keep holding?","listText":"keep holding?","text":"keep holding?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697329733","repostId":"695800298","repostType":1,"repost":{"id":695800298,"gmtCreate":1641385354529,"gmtModify":1641387743840,"author":{"id":"4094925871338340","authorId":"4094925871338340","name":"Lashsmith","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094925871338340","idStr":"4094925871338340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Credit Suisse closes its HF and has laid off the employees of it in NYC. We can add that to the list. Apes holding strong 👏✊","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Credit Suisse closes its HF and has laid off the employees of it in NYC. We can add that to the list. Apes holding strong 👏✊","text":"$AMC Entertainment(AMC)$Credit Suisse closes its HF and has laid off the employees of it in NYC. We can add that to the list. Apes holding strong 👏✊","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695800298","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697329471,"gmtCreate":1642300106496,"gmtModify":1642300106639,"author":{"id":"3574226391988525","authorId":"3574226391988525","name":"Clatt","avatar":"https://static.tigerbbs.com/77e9d726828764ccded3c8c233f1ba9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574226391988525","idStr":"3574226391988525"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>On the greeen","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>On the greeen","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$On the greeen","images":[{"img":"https://static.tigerbbs.com/622e2cbf917b8a40816c96fd306540c5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697329471","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697329581,"gmtCreate":1642300060429,"gmtModify":1642300060623,"author":{"id":"3574226391988525","authorId":"3574226391988525","name":"Clatt","avatar":"https://static.tigerbbs.com/77e9d726828764ccded3c8c233f1ba9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574226391988525","idStr":"3574226391988525"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a>keep going?","listText":"<a href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a>keep going?","text":"$S&P 500(.SPX)$keep going?","images":[{"img":"https://static.tigerbbs.com/13c58cb8622ae925a1cb5b552151b540","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697329581","isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697945163,"gmtCreate":1642240422801,"gmtModify":1642240422944,"author":{"id":"3574226391988525","authorId":"3574226391988525","name":"Clatt","avatar":"https://static.tigerbbs.com/77e9d726828764ccded3c8c233f1ba9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574226391988525","idStr":"3574226391988525"},"themes":[],"htmlText":"What's in 2022?","listText":"What's in 2022?","text":"What's in 2022?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697945163","repostId":"692438041","repostType":1,"repost":{"id":692438041,"gmtCreate":1641140824937,"gmtModify":1744960777671,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312224764596","idStr":"3534312224764596"},"themes":[],"title":"2022前瞻(一):当心今年全球共振,大调整还是有可能的","htmlText":"1月份将开启系列前瞻帖,来预测一下来年市场的重要机会或风险点,以便大家做好准备。首先当然是大家最关心的股市问题,所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市,相对2021年的股市来说,更为简单。首先从全球基本面来说,2022年进入到疫情第三年,以西班牙大流感为例,这类大瘟疫情况对市场的影响一般也就三年时间,所以从2022年开始,疫情已经不能算是影响市场的核心因素,各国对疫情的应对已经逐步向流感化方向处理,因此疫情对当前经济的负面影响已经越来越少,最少这不是引起股市下跌的理由。(这点中国除外,毕竟中国非群体免疫路线,若全面爆发还是影响甚大) 骤看之下,全球股市的利空消息,除了美联储加息收紧货币政策外,貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举,很难会祭出强硬的紧缩政策,所以在中期选举前,恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前,全球股市可能仍处于蜜月期,看空,目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由,那咱们就来看看技术性因素。捕捉大行情拐点的有效办法,周期分析的效果比较显著。2022年将出现一个全球股市的共振点,而时间巧合地出现在10月以后。 2000年前后,中国加入了WTO,全球的贸易经济出现高度融合和分工,使得全球股市的联动性大大加强,简单点说,如果中美经济发生问题,那么全球其它国家的企业也会受到牵连,从而使得各国股市周期更容易形成共振点。 我们先以美国为引,2000年的互联网泡沫,2008年的金融危机,均使得全球股市出现深度调整,而这两次危机的间隔大约为90个月,我们以此为间隔,看看全球股市的表现。 从标普可看出,自1978年美股进入长牛开始,每90个月均出现一个重要时间点,2000年前几乎都是低点,2000年后都是高点。而这些时点,均有重大事件发生。1978年,中国","listText":"1月份将开启系列前瞻帖,来预测一下来年市场的重要机会或风险点,以便大家做好准备。首先当然是大家最关心的股市问题,所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市,相对2021年的股市来说,更为简单。首先从全球基本面来说,2022年进入到疫情第三年,以西班牙大流感为例,这类大瘟疫情况对市场的影响一般也就三年时间,所以从2022年开始,疫情已经不能算是影响市场的核心因素,各国对疫情的应对已经逐步向流感化方向处理,因此疫情对当前经济的负面影响已经越来越少,最少这不是引起股市下跌的理由。(这点中国除外,毕竟中国非群体免疫路线,若全面爆发还是影响甚大) 骤看之下,全球股市的利空消息,除了美联储加息收紧货币政策外,貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举,很难会祭出强硬的紧缩政策,所以在中期选举前,恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前,全球股市可能仍处于蜜月期,看空,目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由,那咱们就来看看技术性因素。捕捉大行情拐点的有效办法,周期分析的效果比较显著。2022年将出现一个全球股市的共振点,而时间巧合地出现在10月以后。 2000年前后,中国加入了WTO,全球的贸易经济出现高度融合和分工,使得全球股市的联动性大大加强,简单点说,如果中美经济发生问题,那么全球其它国家的企业也会受到牵连,从而使得各国股市周期更容易形成共振点。 我们先以美国为引,2000年的互联网泡沫,2008年的金融危机,均使得全球股市出现深度调整,而这两次危机的间隔大约为90个月,我们以此为间隔,看看全球股市的表现。 从标普可看出,自1978年美股进入长牛开始,每90个月均出现一个重要时间点,2000年前几乎都是低点,2000年后都是高点。而这些时点,均有重大事件发生。1978年,中国","text":"1月份将开启系列前瞻帖,来预测一下来年市场的重要机会或风险点,以便大家做好准备。首先当然是大家最关心的股市问题,所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市,相对2021年的股市来说,更为简单。首先从全球基本面来说,2022年进入到疫情第三年,以西班牙大流感为例,这类大瘟疫情况对市场的影响一般也就三年时间,所以从2022年开始,疫情已经不能算是影响市场的核心因素,各国对疫情的应对已经逐步向流感化方向处理,因此疫情对当前经济的负面影响已经越来越少,最少这不是引起股市下跌的理由。(这点中国除外,毕竟中国非群体免疫路线,若全面爆发还是影响甚大) 骤看之下,全球股市的利空消息,除了美联储加息收紧货币政策外,貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举,很难会祭出强硬的紧缩政策,所以在中期选举前,恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前,全球股市可能仍处于蜜月期,看空,目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由,那咱们就来看看技术性因素。捕捉大行情拐点的有效办法,周期分析的效果比较显著。2022年将出现一个全球股市的共振点,而时间巧合地出现在10月以后。 2000年前后,中国加入了WTO,全球的贸易经济出现高度融合和分工,使得全球股市的联动性大大加强,简单点说,如果中美经济发生问题,那么全球其它国家的企业也会受到牵连,从而使得各国股市周期更容易形成共振点。 我们先以美国为引,2000年的互联网泡沫,2008年的金融危机,均使得全球股市出现深度调整,而这两次危机的间隔大约为90个月,我们以此为间隔,看看全球股市的表现。 从标普可看出,自1978年美股进入长牛开始,每90个月均出现一个重要时间点,2000年前几乎都是低点,2000年后都是高点。而这些时点,均有重大事件发生。1978年,中国","images":[{"img":"https://static.tigerbbs.com/0700306ba04c926431a239142846673b","width":"632","height":"347"},{"img":"https://static.tigerbbs.com/2e56102584985306aacdc6889c987e06","width":"632","height":"305"},{"img":"https://static.tigerbbs.com/08eeb4d569863d4391b1f69a99f11312","width":"632","height":"346"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692438041","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697945386,"gmtCreate":1642240388297,"gmtModify":1642240388587,"author":{"id":"3574226391988525","authorId":"3574226391988525","name":"Clatt","avatar":"https://static.tigerbbs.com/77e9d726828764ccded3c8c233f1ba9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574226391988525","idStr":"3574226391988525"},"themes":[],"htmlText":"Yes, 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rebound","listText":"This will rebound","text":"This will rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/320521054","repostId":"1196034072","repostType":4,"repost":{"id":"1196034072","kind":"news","pubTimestamp":1614953178,"share":"https://www.laohu8.com/m/news/1196034072?lang=zh_CN&edition=full","pubTime":"2021-03-05 22:06","market":"us","language":"en","title":"Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196034072","media":"Benzinga","summary":"NIO Inc. shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released ea","content":"<p><div> NIO Inc. shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创,本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域,...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页连接</a></blockquote></p><p></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>Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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 The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-05 22:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NIO Inc. shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创,本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域,...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196034072","content_text":"NIO Inc. shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having pulled back 35.7 % from the Feb. 10 high of $64.60.Is the sell-off in the shares justified? Did fundamentals flash the red light to investors, who were thronging to the stock in droves ahead of the current downturn?The 2020 Highs: The COVID-19 pandemic, which broke out at the end of 2019 and ravaged the global economies for much of 2020, proved a blessing for some companies that benefited from the adversity.Nio, a luxury EV maker, should have taken a big hit in the year, as cash-strapped users preferred to hold back on big-ticket buys. The company did have its momentum of despair in the first two months of 2020. Not bogged down by the adverse geopolitical milieu, the EV startup chose to be proactive instead. The company announced several innovative product andservice offerings.Deliveries continued to climb through the year, with Nio's charismatic CEO William Bin attributing the strength to the growing recognition of its premium brand, the competitive and compelling products and services, the expanding sales network, and most importantly, the support from its passionate and loyal user community.For 2020, Nio delivered 43,728 vehicles, an increase of 111% year-over-year.The company also managed to rein in costs, giving margins a lift. It also succeeded in mobilizing finances through a combination of equity, debt and strategic investments, removing a key existential risk it faced in 2019.Promptly the stock began discounting the fundamental improvement and closed out 2020 with a gain in excess of 1,100%. The strong rally stretched valuation to levels, with some skeptics beginning to question the irrational exuberance in the stock.Fundamentals, Stock Pause At Start of 2021: Nio had a strong start to the year, as it continued to clock record monthly deliveries in January. The stock raced to a record high of $66.99 on Jan. 11, as it reacted to the announcements the company made at the annual Nio Day held on Jan. 10.Thereafter, it has been a bumpy ride for the stock. Since the start of February, the stock has been caught in the vortex of the tech sell-off. Incidentally, market leader and EV pioneerTesla, Inc.TSLAwas not spared either. Since the all-time split-adjusted high of $900.40 hit in late January, Tesla shares have given back over 30%.Nio investors were pinning their hopes on a stellar fourth-quarter report to lift the stock from the depressed levels. It was not to be. The stock continued to bleed despite the EV maker reporting $1 billion revenues for the quarter and seeing an expansion in gross margins.Naysayers were quick to highlight the wider-than-expected loss and the month-over-month drop in deliveries.As outlined by Deutsche Bank Securities analyst Edison Yu, the underperformance on the bottom line had to do with forex losses, engendered by a weaker dollar.Although initially Nio did not explain away the February softness, it later clarified in a blog post the weeklong Lunar New Year holiday that fell in the month played spoilsport.\"The majority of the employees receive seven days off work as a public holiday to spend time with their families, though the celebrations can last for more than two weeks nationwide. Most of the factories were shut down for weeks, and many products that rely on shipping and manufacturing might have been delayed,\" Nio said in the post.Is Recovery In The Cards: The company has several catalysts ahead, including the launch of its first sedan, named ET7, and its plan to expand into Europe this year. The company is also making solid progress with respect to its advanced driver-assisted system, battery technology and battery swapping stations.With the increasing uptake of its battery-as-a-service offering and its recently announced autonomous driving-as-a-service, the company has laid the groundwork for recurrent revenue streams.This apart, the attractive market opportunity presented by the burgeoning EV market, both domestically and globally, will prove salubrious for the company. There is no denying the fact that EV manufacturing is turning out to be a crowded field. However, early entrants such as Nio are at an advantage, given their experiences in grinding it out in the early stages.Patient investors, who are willing to ride out the trying times, could be in for rich rewards when things settle down.Nio shares closed down 5.5% at $39.28, with the stock dropping below the $40 handle for the first time since mid-December.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805886056,"gmtCreate":1627869936375,"gmtModify":1631883692478,"author":{"id":"3574226391988525","authorId":"3574226391988525","name":"Clatt","avatar":"https://static.tigerbbs.com/77e9d726828764ccded3c8c233f1ba9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574226391988525","idStr":"3574226391988525"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>up 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