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Kai85
2021-10-16
Nice
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Kai85
2021-09-29
Good info
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Kai85
2021-09-16
Hope it is a nice pullback
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Kai85
2021-09-11
Upp
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Kai85
2021-11-05
Go go go
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Kai85
2021-10-03
Nice...
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Kai85
2021-10-04
Like
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Kai85
2021-10-30
Good info
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Kai85
2021-10-01
Up
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Kai85
2021-09-23
Will bubble it higher...
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去老虎APP查看更多动态
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1M的5日均线4.北上资金情况北上今天净流入58亿+，态度相当积极。北上资金5.行业热度分析行业上除了食品饮料小幅和农林牧渔小幅下跌外，其他全数上涨，煤炭大幅上涨超6%，一个行业指数能有这么大的涨幅实属罕见。煤炭今年暴涨暴跌，很大程度上受政策影响，这次的政策变化是12月份经济工作会议提及煤化工用煤不纳入能源消费控制，算是重磅利好，另外加大逆周期调节也对煤炭、钢铁这类行业有利。不过这些行业波动太大，又没有长期向好的故事可讲，不敢买。食品饮料小跌倒是不用在意，前段时间涨得比较猛肯定要回调，但是通胀预期还在，肯定还有上涨空间。行业热度上，传媒、计算机继续领先，元宇宙的故事还没讲完，看机构的研报推荐相关硬件，你觉得靠谱吗？电力设备代表的新能源热度上被旧能源煤炭超越，绝对数值还可以。行业涨跌幅行业板块热度6.今日结论宏观上，美联储议息会议透露出很多重要信息，加息有可能会提前。靴子落地后美股大涨，也给了今天A股上","text":"1.整体情况今天市场稍有反弹，昨天下午的恐慌没有扩散开，各指数均收红。整个市场涨多跌少。其中，涨停98家，跌停5家，涨停数较多，情绪还可以。两市成交额继续维持万亿以上。2.涨跌数据分析本日沪深300成分股一年来价格创新高3个，创新低1个，新高新低差2；中证500成分股一年来价格新高13个，新低0个，新高新低差13；创业板一年创新高2个，创新低0个，新高新低差2。指数与新高新低走势基本一致。指数与新高新低线本日沪深300成分股上涨222个，下跌69个；中证500成分股上涨355个，下跌130个；创业板上涨60个，下跌40个。指数与腾落线基本一致。指数与腾落线3.流动性分析Shibor 1M较上日上升0.2BP，Shibor 1M 5日均线继续向上，根据我们择时量化模型，流动性有收紧趋势，保持观察，可适当降低仓位。2021年Shibor 1M与沪深300走势2021年Shibor 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>平台经济肯定行，话就撂这里，主要是没有多的钱加仓了，目前成本比芒格低不了多少，短期受压，阿里比我想的要跌的狠，长期看涨涨涨！1.其实国家是支持平台经济的，我有去研究政策2.短期内的所谓的政策不确定性其实是反垄断带来的恐慌。3.最近的财报，利润下降是为了国际化和长远进行的投资，也是国家想让他国际化的方向去做的投资。4.估值低，好公司，头部公司赢家通吃，消费者习惯淘宝，<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>薅羊毛居多，长期来看太难不烧钱就可以活得好，<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>还可以，投了的，最近也是扭亏为盈了，前段时间和阿里的浮亏差不多。5.抖音这样的新进入者，不太会抢走阿里的市场，why？抖音的电商模式是快速种草、兴趣消费、冲动消费，价格大多低廉，发货的公司底层还是1688或者淘宝原有的商家多开拓一个销售渠道⚠️注意：贵的东西，消费者肯定是要去淘宝比价的！！！！！所以很有可能的商业现象就是：抖音看到了淘宝搜索比价购买！而不是直接就买了，大多数人收入不是大佬，淘宝养成的比价购物习惯是不好改的！！！抖音卖100以下的还可以，或者20、30的冲动消费！！！搞不好被**的会是某多多！！！典型的A和B打，结果C死了……6.买的股票其实是公司、是这个生意，老现金牛了，低估值，资产丰厚，较好预期的云业务，我只不过是太有信心，买的早罢了7.市场持续非理性的时间比我能坚持不破产的时间要长吗？哈哈哈哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>平台经济肯定行，话就撂这里，主要是没有多的钱加仓了，目前成本比芒格低不了多少，短期受压，阿里比我想的要跌的狠，长期看涨涨涨！1.其实国家是支持平台经济的，我有去研究政策2.短期内的所谓的政策不确定性其实是反垄断带来的恐慌。3.最近的财报，利润下降是为了国际化和长远进行的投资，也是国家想让他国际化的方向去做的投资。4.估值低，好公司，头部公司赢家通吃，消费者习惯淘宝，<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>薅羊毛居多，长期来看太难不烧钱就可以活得好，<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>还可以，投了的，最近也是扭亏为盈了，前段时间和阿里的浮亏差不多。5.抖音这样的新进入者，不太会抢走阿里的市场，why？抖音的电商模式是快速种草、兴趣消费、冲动消费，价格大多低廉，发货的公司底层还是1688或者淘宝原有的商家多开拓一个销售渠道⚠️注意：贵的东西，消费者肯定是要去淘宝比价的！！！！！所以很有可能的商业现象就是：抖音看到了淘宝搜索比价购买！而不是直接就买了，大多数人收入不是大佬，淘宝养成的比价购物习惯是不好改的！！！抖音卖100以下的还可以，或者20、30的冲动消费！！！搞不好被**的会是某多多！！！典型的A和B打，结果C死了……6.买的股票其实是公司、是这个生意，老现金牛了，低估值，资产丰厚，较好预期的云业务，我只不过是太有信心，买的早罢了7.市场持续非理性的时间比我能坚持不破产的时间要长吗？哈哈哈哈哈哈哈","text":"$阿里巴巴(BABA)$平台经济肯定行，话就撂这里，主要是没有多的钱加仓了，目前成本比芒格低不了多少，短期受压，阿里比我想的要跌的狠，长期看涨涨涨！1.其实国家是支持平台经济的，我有去研究政策2.短期内的所谓的政策不确定性其实是反垄断带来的恐慌。3.最近的财报，利润下降是为了国际化和长远进行的投资，也是国家想让他国际化的方向去做的投资。4.估值低，好公司，头部公司赢家通吃，消费者习惯淘宝，$拼多多(PDD)$薅羊毛居多，长期来看太难不烧钱就可以活得好，$京东(JD)$还可以，投了的，最近也是扭亏为盈了，前段时间和阿里的浮亏差不多。5.抖音这样的新进入者，不太会抢走阿里的市场，why？抖音的电商模式是快速种草、兴趣消费、冲动消费，价格大多低廉，发货的公司底层还是1688或者淘宝原有的商家多开拓一个销售渠道⚠️注意：贵的东西，消费者肯定是要去淘宝比价的！！！！！所以很有可能的商业现象就是：抖音看到了淘宝搜索比价购买！而不是直接就买了，大多数人收入不是大佬，淘宝养成的比价购物习惯是不好改的！！！抖音卖100以下的还可以，或者20、30的冲动消费！！！搞不好被**的会是某多多！！！典型的A和B打，结果C死了……6.买的股票其实是公司、是这个生意，老现金牛了，低估值，资产丰厚，较好预期的云业务，我只不过是太有信心，买的早罢了7.市场持续非理性的时间比我能坚持不破产的时间要长吗？哈哈哈哈哈哈哈","images":[{"img":"https://static.tigerbbs.com/9b2be7593d3823e36f153869cba1fbfe","width":"1125","height":"2196"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600936481","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609049188,"gmtCreate":1638227550944,"gmtModify":1638227551137,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609049188","repostId":"600925477","repostType":1,"repost":{"id":600925477,"gmtCreate":1638058055565,"gmtModify":1638144484132,"author":{"id":"4090153192826740","authorId":"4090153192826740","name":"jayc","avatar":"https://static.tigerbbs.com/19c91ee324a75aab3e761bbbe23dc892","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153192826740","authorIdStr":"4090153192826740"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>The fundamentals are still healthy in spite of its critics. The critics are dead wrong because you can't argue with facts and figures. In three years the company more than doubled its revenues. Net income quadrupled in four years to $40 billion. All this and the P/E is barely 20 and price-to-sales under 9. To the untrained eye, the stock is too high. But in reality, the rapid business growth more than kept up with the stock price.My conclusion today is that this is a good place to hold shares. Initiating new positions would also make sense, but not all in. The indices are near record levels, so I should taper my conviction level on purpose. The next time public opinion goes against it investors should look for better entry poi","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>The fundamentals are still healthy in spite of its critics. The critics are dead wrong because you can't argue with facts and figures. In three years the company more than doubled its revenues. Net income quadrupled in four years to $40 billion. All this and the P/E is barely 20 and price-to-sales under 9. To the untrained eye, the stock is too high. But in reality, the rapid business growth more than kept up with the stock price.My conclusion today is that this is a good place to hold shares. Initiating new positions would also make sense, but not all in. The indices are near record levels, so I should taper my conviction level on purpose. The next time public opinion goes against it investors should look for better entry poi","text":"$Meta Platforms, Inc.(FB)$The fundamentals are still healthy in spite of its critics. The critics are dead wrong because you can't argue with facts and figures. In three years the company more than doubled its revenues. Net income quadrupled in four years to $40 billion. All this and the P/E is barely 20 and price-to-sales under 9. To the untrained eye, the stock is too high. But in reality, the rapid business growth more than kept up with the stock price.My conclusion today is that this is a good place to hold shares. Initiating new positions would also make sense, but not all in. The indices are near record levels, so I should taper my conviction level on purpose. The next time public opinion goes against it investors should look for better entry poi","images":[{"img":"https://static.tigerbbs.com/d81884ed71799e8ca1f1f0d4920213f6","width":"1080","height":"1936"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600925477","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878602636,"gmtCreate":1637184728743,"gmtModify":1637184728842,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878602636","repostId":"1198667964","repostType":4,"isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879061693,"gmtCreate":1636671568931,"gmtModify":1636671569031,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879061693","repostId":"2182106301","repostType":4,"isVote":1,"tweetType":1,"viewCount":2294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847340444,"gmtCreate":1636497596979,"gmtModify":1636497599469,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847340444","repostId":"1148060899","repostType":4,"isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846347955,"gmtCreate":1636063970841,"gmtModify":1636063970985,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846347955","repostId":"1144131531","repostType":4,"isVote":1,"tweetType":1,"viewCount":2989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848349703,"gmtCreate":1635978958495,"gmtModify":1635978958657,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848349703","repostId":"1121675604","repostType":4,"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857543933,"gmtCreate":1635551923119,"gmtModify":1635551927904,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Good 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","listText":"Nice... ","text":"Nice...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867329108","repostId":"2172964582","repostType":4,"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864015356,"gmtCreate":1633042779621,"gmtModify":1633042779726,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864015356","repostId":"1197813728","repostType":4,"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862896931,"gmtCreate":1632865970230,"gmtModify":1632865970230,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/862896931","repostId":"1186367782","repostType":4,"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863057001,"gmtCreate":1632348475103,"gmtModify":1632801124343,"author":{"id":"3576272850907921","authorId":"3576272850907921","name":"Kai85","avatar":"https://static.tigerbbs.com/891461910f6ea77967581c6a3a889860","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576272850907921","authorIdStr":"3576272850907921"},"themes":[],"title":"","htmlText":"Will bubble it higher... 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