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舒心宝贝
2021-07-03
智勤控股非常不错,前景很好。
舒心宝贝
2021-07-02
$智勤控股(09913)$
7月猛涨,赶快上车。
舒心宝贝
2021-07-12
坚定信心,做制勤控股。
舒心宝贝
2021-07-10
制勤控股又涨了。
舒心宝贝
2021-07-16
制勤控股大家都去关注。
舒心宝贝
2021-07-02
$智勤控股(09913)$
继续涨
舒心宝贝
2021-07-08
制勤控股平稳微涨,是一支潜力股。
舒心宝贝
2021-06-14
加油😊努力吧。
舒心宝贝
2021-06-15
继续涨下去。
舒心宝贝
2021-07-05
制勤控股可以买吗?
去老虎APP查看更多动态
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点睛之笔:进入8月份,就是此前预期美国市场进入高风险的时间窗口,当前虽然美国经济数据仍强,市场看空声音已逐步消失,因此未来若有一些意外事件发生,恐将导致市场整体调整,所以大家必须注意。要知道去年美股大跌的原因在于“高企的通胀(持续加息)+不及预期的经济数据”,尽管美联储加息空间不多,但长时间维持高利率也会超出市场预期,进而引发抛售,所以下周的非农数据必须紧盯。技术层面上,到目前为止无论纳指还是标普都未跌破20日均线,大家跟踪即可,破位即对冲。策略上首选期权,风险窗口在8-10月,所以期权覆盖该时间段即可,不怕市场急跌,只怕没准备的急跌。点评:文章发布后,市场按照预测顺势走跌,判断可谓难得一见的精准,实际行情:NO.2 重要时间节点:2023年3月13日<a href=\"https://laohu8.com/TW/627797554\" target=\"_blank\">美联储“救市”之后,短期趋势是否会出现变化?</a> <a href=\"https://laohu8.com/U/3534312667271286\">@程俊Dream</a> 点睛之笔:在上周五非农","text":"年末了,我们回顾一下今年的投资,有几多收获,几多教训呢?今天悬赏评选一下今年在资产价格走势方面预测最准的文章,参选的文章都是出自经过认证的具有一定产出能力和社区知名度的社区号,大家一起来回顾一下他们写的文章正确度如何?是不是对你的投资起到了很好的参考作用了呢?一起来看下这些入选的文章:NO.1 重要时间节点:2023年7月31日文章:紧盯非农,市场高风险窗口来临 @Ivan_甘灿荣 点睛之笔:进入8月份,就是此前预期美国市场进入高风险的时间窗口,当前虽然美国经济数据仍强,市场看空声音已逐步消失,因此未来若有一些意外事件发生,恐将导致市场整体调整,所以大家必须注意。要知道去年美股大跌的原因在于“高企的通胀(持续加息)+不及预期的经济数据”,尽管美联储加息空间不多,但长时间维持高利率也会超出市场预期,进而引发抛售,所以下周的非农数据必须紧盯。技术层面上,到目前为止无论纳指还是标普都未跌破20日均线,大家跟踪即可,破位即对冲。策略上首选期权,风险窗口在8-10月,所以期权覆盖该时间段即可,不怕市场急跌,只怕没准备的急跌。点评:文章发布后,市场按照预测顺势走跌,判断可谓难得一见的精准,实际行情:NO.2 重要时间节点:2023年3月13日美联储“救市”之后,短期趋势是否会出现变化? @程俊Dream 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跟着巴菲特","images":[{"img":"https://static.tigerbbs.com/fe9b3ea0562988ea88f8d5da595b1fdb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256340692033760","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656228058,"gmtCreate":1683752548474,"gmtModify":1683752549927,"author":{"id":"3576042276715872","authorId":"3576042276715872","name":"舒心宝贝","avatar":"https://static.tigerbbs.com/3f82a04b349907c62d893158b3323ae4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576042276715872","idStr":"3576042276715872"},"themes":[],"htmlText":"v","listText":"v","text":"v","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656228058","repostId":"656285478","repostType":1,"repost":{"id":656285478,"gmtCreate":1683726720000,"gmtModify":1741598988346,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"4207f134","avatar":"https://static.tigerbbs.com/1ebc2483f5c94ab5917a7ec0eb2e1f05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524030243818067","idStr":"3524030243818067"},"themes":[],"title":"比亚迪与特斯拉,躲不开的迎头相撞","htmlText":"特斯拉、比亚迪正在互相进入对方占优的细分市场,2024年二者将无可避免的迎头相撞 图/视觉中国 文|《财经》记者 刘丁 编辑|尹路 20年前,特斯拉和比亚迪几乎同时开始打造新能源车之梦。 目前,特斯拉和比亚迪,是世界上仅有的两家新能源车产销规模达到百万级别,并且稳定盈利的企业;也只有特斯拉和比亚迪,正在世界各地进行百万辆规模的扩产。 展望2030年,特斯拉产销目标2000万辆,比亚迪总裁王传福预测新能源车在中国市占率达到70%,按比亚迪的市占率,届时销量有望超1000万辆。按这个数字,2030年这两家公司的销量将占到全球汽车销量的1/3左右。 二者发展模式截然不同,本无瓜葛:特斯拉采用经典车型策略,推出少量核心产品,先赢得高端市场,再向低端市场渗透;比亚迪则采用多车型策略,首先在低端市场获取绝对优势,再冲击高端市场。 目前为止,二者的策略均成效显著。但随着二者车型的价格、定位重合度越来越高,竞争关系越来越尖锐。 2022年,特斯拉销量增速放缓,订单量下降;比亚迪则销量翻倍;在二者正面交手的20万—30万元细分市场,比亚迪的汉、唐的销量已经与特斯拉Model 3和Model Y销量之和相差无几。 为了强竞争力,特斯拉从2022年10月开始持续降价,引发了中国车市激烈的价格战。虽然特斯拉降价打击的是所有20万—30万元价格区间内的产品及其背后的车企,但各家车企新能源产品销量规模都相对较低,特斯拉真正的竞争对手只有比亚迪。 特斯拉和比亚迪的销量、产能、毛利水平均处在同一水平,随着新能源车市场的增速逐步放缓,二者之间短兵相接不可避免,真正的较量即将开始。 现状:特斯拉保守、比亚迪激进 2019年前,比亚迪依靠政府补贴以及销售10万元左右的燃油车艰难度日,其扣除政府补贴后净利润(扣非净利润)一度濒临亏损。 而特斯拉则正处于强势周期。伴随其上海工厂的建设和投产,特斯拉打破了产能瓶颈,降","listText":"特斯拉、比亚迪正在互相进入对方占优的细分市场,2024年二者将无可避免的迎头相撞 图/视觉中国 文|《财经》记者 刘丁 编辑|尹路 20年前,特斯拉和比亚迪几乎同时开始打造新能源车之梦。 目前,特斯拉和比亚迪,是世界上仅有的两家新能源车产销规模达到百万级别,并且稳定盈利的企业;也只有特斯拉和比亚迪,正在世界各地进行百万辆规模的扩产。 展望2030年,特斯拉产销目标2000万辆,比亚迪总裁王传福预测新能源车在中国市占率达到70%,按比亚迪的市占率,届时销量有望超1000万辆。按这个数字,2030年这两家公司的销量将占到全球汽车销量的1/3左右。 二者发展模式截然不同,本无瓜葛:特斯拉采用经典车型策略,推出少量核心产品,先赢得高端市场,再向低端市场渗透;比亚迪则采用多车型策略,首先在低端市场获取绝对优势,再冲击高端市场。 目前为止,二者的策略均成效显著。但随着二者车型的价格、定位重合度越来越高,竞争关系越来越尖锐。 2022年,特斯拉销量增速放缓,订单量下降;比亚迪则销量翻倍;在二者正面交手的20万—30万元细分市场,比亚迪的汉、唐的销量已经与特斯拉Model 3和Model Y销量之和相差无几。 为了强竞争力,特斯拉从2022年10月开始持续降价,引发了中国车市激烈的价格战。虽然特斯拉降价打击的是所有20万—30万元价格区间内的产品及其背后的车企,但各家车企新能源产品销量规模都相对较低,特斯拉真正的竞争对手只有比亚迪。 特斯拉和比亚迪的销量、产能、毛利水平均处在同一水平,随着新能源车市场的增速逐步放缓,二者之间短兵相接不可避免,真正的较量即将开始。 现状:特斯拉保守、比亚迪激进 2019年前,比亚迪依靠政府补贴以及销售10万元左右的燃油车艰难度日,其扣除政府补贴后净利润(扣非净利润)一度濒临亏损。 而特斯拉则正处于强势周期。伴随其上海工厂的建设和投产,特斯拉打破了产能瓶颈,降","text":"特斯拉、比亚迪正在互相进入对方占优的细分市场,2024年二者将无可避免的迎头相撞 图/视觉中国 文|《财经》记者 刘丁 编辑|尹路 20年前,特斯拉和比亚迪几乎同时开始打造新能源车之梦。 目前,特斯拉和比亚迪,是世界上仅有的两家新能源车产销规模达到百万级别,并且稳定盈利的企业;也只有特斯拉和比亚迪,正在世界各地进行百万辆规模的扩产。 展望2030年,特斯拉产销目标2000万辆,比亚迪总裁王传福预测新能源车在中国市占率达到70%,按比亚迪的市占率,届时销量有望超1000万辆。按这个数字,2030年这两家公司的销量将占到全球汽车销量的1/3左右。 二者发展模式截然不同,本无瓜葛:特斯拉采用经典车型策略,推出少量核心产品,先赢得高端市场,再向低端市场渗透;比亚迪则采用多车型策略,首先在低端市场获取绝对优势,再冲击高端市场。 目前为止,二者的策略均成效显著。但随着二者车型的价格、定位重合度越来越高,竞争关系越来越尖锐。 2022年,特斯拉销量增速放缓,订单量下降;比亚迪则销量翻倍;在二者正面交手的20万—30万元细分市场,比亚迪的汉、唐的销量已经与特斯拉Model 3和Model Y销量之和相差无几。 为了强竞争力,特斯拉从2022年10月开始持续降价,引发了中国车市激烈的价格战。虽然特斯拉降价打击的是所有20万—30万元价格区间内的产品及其背后的车企,但各家车企新能源产品销量规模都相对较低,特斯拉真正的竞争对手只有比亚迪。 特斯拉和比亚迪的销量、产能、毛利水平均处在同一水平,随着新能源车市场的增速逐步放缓,二者之间短兵相接不可避免,真正的较量即将开始。 现状:特斯拉保守、比亚迪激进 2019年前,比亚迪依靠政府补贴以及销售10万元左右的燃油车艰难度日,其扣除政府补贴后净利润(扣非净利润)一度濒临亏损。 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从北京发出的首列直达欧洲的京平综合物流枢纽中欧班列近日抵达俄罗斯莫斯科州别雷拉斯特火车站。 据了解,这趟中欧班列满载装有建材、家电、服装等货物的55个集装箱,于3月16日从北京平谷地方铁路马坊站驶出,从内蒙古满洲里铁路口岸出境,一路向西横贯俄罗斯,全程约9000公里,用时16天,比计划提前两天到达。 4月1日,京平综合物流枢纽中欧班列(北京-莫斯科)抵达俄罗斯莫斯科州别雷拉斯特火车站。新华社记者 曹阳 摄","listText":"来源:央视新闻客户端 从北京发出的首列直达欧洲的京平综合物流枢纽中欧班列近日抵达俄罗斯莫斯科州别雷拉斯特火车站。 据了解,这趟中欧班列满载装有建材、家电、服装等货物的55个集装箱,于3月16日从北京平谷地方铁路马坊站驶出,从内蒙古满洲里铁路口岸出境,一路向西横贯俄罗斯,全程约9000公里,用时16天,比计划提前两天到达。 4月1日,京平综合物流枢纽中欧班列(北京-莫斯科)抵达俄罗斯莫斯科州别雷拉斯特火车站。新华社记者 曹阳 摄","text":"来源:央视新闻客户端 从北京发出的首列直达欧洲的京平综合物流枢纽中欧班列近日抵达俄罗斯莫斯科州别雷拉斯特火车站。 据了解,这趟中欧班列满载装有建材、家电、服装等货物的55个集装箱,于3月16日从北京平谷地方铁路马坊站驶出,从内蒙古满洲里铁路口岸出境,一路向西横贯俄罗斯,全程约9000公里,用时16天,比计划提前两天到达。 4月1日,京平综合物流枢纽中欧班列(北京-莫斯科)抵达俄罗斯莫斯科州别雷拉斯特火车站。新华社记者 曹阳 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巴西政府29日表示,巴西与中国达成了一项协议,不再使用美元作为中间货币,而是会使用本币进行贸易。 个人短评: 吹响去美元化的号角。 我们和巴西的双边贸易额是上千亿美元,对美元霸权是不小的冲击了。 具体晚上文章会来详细分析,明天会出视频。 资讯(2) 3月28日,中国海洋石油总公司和法国道达尔能源公司在上海石油天然气交易中心完成了首次以人民币结算的进口液化天然气采购。这标志着中国在油气贸易领域的跨境人民币结算交易探索迈出实质性一步。 个人短评: 向美元霸权冲锋的号角之二。 不过相对来说,法国并不是那么靠谱,法国跟我们的这次人民币结算,更多只是用来打通流程,并不意味着法国以后就都跟我们用人民币结算。 说白了,就是先把流程打通,程序上不存在问题。 这样,如果未来某一天,美国霸权垮了,那么法国就可以第一时间启动跟我们的人民币结算。 这属于法国给自己留的一条退路。 同样晚上文章会写。 资讯(3) 3月28日,东盟各国财长和央行行长正式会议在印度尼西亚开幕。会议的首要议题是讨论如何减少金融交易对美元、欧元、日元和英镑的依赖,转向以当地货币结算。 个人短评: 向美元霸权冲锋的号角之三。 这个事情影响比法国那件要大一些。 印尼总统直接说了:为了保护交易不受“可能的地缘政治影响”,有必要远离西方支付系统。 晚上文章也还是会来写。 本文来源于“星话大白”公众号。 我每天都会写资讯分析,欢迎关注!","listText":"资讯(1) 巴西政府29日表示,巴西与中国达成了一项协议,不再使用美元作为中间货币,而是会使用本币进行贸易。 个人短评: 吹响去美元化的号角。 我们和巴西的双边贸易额是上千亿美元,对美元霸权是不小的冲击了。 具体晚上文章会来详细分析,明天会出视频。 资讯(2) 3月28日,中国海洋石油总公司和法国道达尔能源公司在上海石油天然气交易中心完成了首次以人民币结算的进口液化天然气采购。这标志着中国在油气贸易领域的跨境人民币结算交易探索迈出实质性一步。 个人短评: 向美元霸权冲锋的号角之二。 不过相对来说,法国并不是那么靠谱,法国跟我们的这次人民币结算,更多只是用来打通流程,并不意味着法国以后就都跟我们用人民币结算。 说白了,就是先把流程打通,程序上不存在问题。 这样,如果未来某一天,美国霸权垮了,那么法国就可以第一时间启动跟我们的人民币结算。 这属于法国给自己留的一条退路。 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