ling lucy的个人主页 - 老虎社区

ling lucy

ling lucy

55

IP属地：广东

43关注

7粉丝

5主题

0勋章

2025-05-20

$QUBT 20260116 15.0 CALL$ 这个买对了

2025-04-03

$晶泰控股-P(02228)$ 这个股彻底完了，我重仓呀，怎办呢

2025-03-31

$晶泰控股-P(02228)$ 这个票我今天补仓了，现在是重仓。这个价格有点高，被套了呀

2024-12-05

$创新奇智(02121)$ 今天做了一下t

2024-11-15

$DPZ 20241129 442.5 CALL$ 碟式策略这个时候是要平仓还是持有？

2025-01-08

这200亿有利于特斯拉吗？

消息人士：特朗普将宣布200亿美元投资以建设新的数据中心

2025-02-13

是利好吗

抱歉，原内容已删除

05-26

$上海复旦(01385)$ 这个票是怎么了，怎么还跌呀？有什么利空？

05-19

$MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$ 之前亏了2万刀，现在重新建仓能不能挣回来？

02-28

$2倍做多GOOGL-Direxion(GGLL)$ 谷歌call目前亏损20%，是否需要止损？

去老虎APP查看更多动态

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上个月新闻报道，哈佛计划折价10-20%出售10亿美元私募股权，耶鲁更是出售60亿私募股权，折价5-15%。 冈拉克这么形容，如果厨房里发现一只蟑螂，那就肯定远远不止一只。 而市场永远是奖励率先起跑的那个人。 我把这个话题跟AI聊了一下午，主要是对于中小银行的看法。AI在我指导下，帮我整理了文章。 私募信贷：看似坚固，实则脆弱 私募信贷市场近年来迅猛扩张，截至2024年已突破1.7万亿美元，占据美国公司信贷市场的15%-20%。其本质是未上市公司绕过银行，通过私募渠道获得债务融资。然而，问题正在积聚： •&nbsp;第一，资产估值依赖模型计算，在利率高企与违约率上升下存在高估风险。如果哈佛耶鲁的折价出售成为共识，那么私募市场的估值将全面调整。 •&nbsp;第二，私募信贷资产高度不透明、难以交易，赎回困难。冈拉克举例他和斯坦福的捐赠基金负责人的谈话，对方说他连1千万美元的现金都拿不出，因为全都锁死了。 •&nbsp;第三，借款人多集中在高杠杆行业，如医疗服务、科技初创、建筑等，面对现金流压力最为敏感。 冈拉克特别指出，私募信贷就像2008年次贷危机前的房地产资产——量大、表面稳定、实则不可估值，一旦流动性需求集中爆发，恐引发资产折价抛售。 银行成为间接受害者 虽然私募信贷的最大出资者是基金、保险与养老机构，但银行体系难以独善其身： •&nbsp;首先，部分银行透过子基金或结构化产品间接持有私募信贷。 •&nbsp;其次，一旦私募信贷基金因大额赎回被迫“抛售”贷款资产，估值下降将影响相关资产支持证券与市场","listText":"新债王冈拉克前几天在访谈中指出，美国部分顶级捐赠基金和养老金已经开始悄然减持或准备抛售其所持有的私募信贷和私募股权产品。 他举例，哈佛大学基金在过去一年中悄然出售大额私募资产敞口——冈拉克解读为市场重大信号：“连长期资金也开始不信任这些非流动性资产，说明问题远比表面严重。” 上个月新闻报道，哈佛计划折价10-20%出售10亿美元私募股权，耶鲁更是出售60亿私募股权，折价5-15%。 冈拉克这么形容，如果厨房里发现一只蟑螂，那就肯定远远不止一只。 而市场永远是奖励率先起跑的那个人。 我把这个话题跟AI聊了一下午，主要是对于中小银行的看法。AI在我指导下，帮我整理了文章。 私募信贷：看似坚固，实则脆弱 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这个票不知怎回事，动都不动","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股-P(02228)$</a> 这个票不知怎回事，动都不动","text":"$晶泰控股-P(02228)$ 这个票不知怎回事，动都不动","images":[{"img":"https://static.tigerbbs.com/36afb18cc2f1f25e405963cc8f846c20","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416870108189152","isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":412322703380760,"gmtCreate":1741699855812,"gmtModify":1741699857977,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling 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class=\"h-time\">2025-03-10 09:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月10日周一上午,阿里健康(00241)盘中股价出现大涨,一度上涨6.69%,引发市场关注。</p>\n\n<p>这一涨幅或与近期两会释放的医改利好信号有关。两会工作报告提出,2025年医药卫生工作重点将聚焦创新、医保和服务改革三大领域,强调提升基层医疗能力、优质资源下沉和区域均衡布局等举措。这些信号无疑将为阿里健康等深耕基层市场的互联网医疗企业带来新机遇。</p>\n\n<p>同时,人工智能技术在医疗健康领域的应用被视为新发展趋势。近期多家医药头部企业宣布接入AI大模型,在政策支持下,医疗AI的商业化进程有望进一步推进。作为科技领先的互联网医疗企业,阿里健康有望抓住这一发展机遇。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00241":"阿里健康"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180014146","content_text":"3月10日周一上午,阿里健康(00241)盘中股价出现大涨,一度上涨6.69%,引发市场关注。\n这一涨幅或与近期两会释放的医改利好信号有关。两会工作报告提出,2025年医药卫生工作重点将聚焦创新、医保和服务改革三大领域,强调提升基层医疗能力、优质资源下沉和区域均衡布局等举措。这些信号无疑将为阿里健康等深耕基层市场的互联网医疗企业带来新机遇。\n同时,人工智能技术在医疗健康领域的应用被视为新发展趋势。近期多家医药头部企业宣布接入AI大模型,在政策支持下,医疗AI的商业化进程有望进一步推进。作为科技领先的互联网医疗企业,阿里健康有望抓住这一发展机遇。","news_type":1,"symbols_score_info":{"00241":1}},"isVote":1,"tweetType":1,"viewCount":2480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406994019332776,"gmtCreate":1740382234986,"gmtModify":1740382236853,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息人士：特朗普将宣布200亿美元投资以建设新的数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-08 00:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据CNBC，消息人士透露，特朗普将宣布200亿美元投资以建设新的数据中心。</p><p>阿联酋亿万富翁房地产开发商、房地产开发公司达马克地产的创始人和董事长侯赛因·萨贾瓦尼（Hussain Sajwani）将成为特朗普提议建设的新数据中心的投资者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e19bfb908ecf7eabc2d88116243167f1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125014217","content_text":"据CNBC，消息人士透露，特朗普将宣布200亿美元投资以建设新的数据中心。阿联酋亿万富翁房地产开发商、房地产开发公司达马克地产的创始人和董事长侯赛因·萨贾瓦尼（Hussain Sajwani）将成为特朗普提议建设的新数据中心的投资者。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"75559616907264","authorId":"75559616907264","name":"MOORE","avatar":"https://static.laohu8.com/c20c93f389a475a0a37740b191cda852","crmLevel":3,"crmLevelSwitch":0,"idStr":"75559616907264","authorIdStr":"75559616907264"},"content":"有啊，一切源于哥斯拉、终于哥斯拉，啥要是能离开哥斯拉就奇了怪了！","text":"有啊，一切源于哥斯拉、终于哥斯拉，啥要是能离开哥斯拉就奇了怪了！","html":"有啊，一切源于哥斯拉、终于哥斯拉，啥要是能离开哥斯拉就奇了怪了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403077716504888,"gmtCreate":1739426220511,"gmtModify":1739426221915,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling 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