特别存银两的个人主页 - 老虎社区

特别存银两

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特别存银两

2023-12-06

哦

特别存银两

2023-11-06

美息似见顶，买股票好时节

特别存银两

2022-09-05

$小米集团-W(01810)$分享

特别存银两

2022-06-15

$星展集团控股(D05.SI)$投资新加坡

特别存银两

2022-04-26

$星展集团控股(D05.SI)$财产神圣不可侵犯

特别存银两

2022-10-02

$星展集团控股(D05.SI)$新加坡股票

特别存银两

2022-09-19

$小米集团-W(01810)$分享

特别存银两

2022-08-27

$小米集团-W(01810)$分享

特别存银两

2022-06-08

$STI ETF(ES3.SI)$简单直接买坡股

特别存银两

2022-07-21

$华侨银行(O39.SI)$投资新加坡的银行股，稳健之选

特别存银两

2022-06-29

$大华银行(U11.SI)$新加坡🇸🇬股票

特别存银两

2022-05-29

$新加坡航空公司(C6L.SI)$新加坡复苏概念

特别存银两

2022-05-17

$小米集团-W(01810)$ok

特别存银两

2022-10-31

$小米集团-W(01810)$分享

特别存银两

2022-10-16

$小米集团-W(01810)$分享

特别存银两

2022-05-31

$大华银行(U11.SI)$新加坡是中资美资都能接受的地方

特别存银两

2022-10-11

$小米集团-W(01810)$分享

特别存银两

2022-09-16

$华侨银行(O39.SI)$优质股银行

特别存银两

2022-08-12

$大华银行(U11.SI)$坡股继续上

特别存银两

2022-07-15

$小米集团-W(01810)$分享

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[开心]","listText":"一步一惊心 [开心]","text":"一步一惊心 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2022年，86家在新交所第一上市公司进行了股份回购，总对价达16.92亿新元。而在2021年，85家第一上市公司的股份回购总对价为11.86亿新元；在2020年，100家第一上市公司股份回购总对价为10.35亿新元。 吉宝企业在2022年以每股6.59新元的平均价格回购了价值5亿新元的股份，而在2021年，该企业以每股5.10新元的平均价格回购了不到1500万新元的股份，这是因为这家可持续城市化解决方案供应商希望为未来并购活动寻找资金，并为员工股份计划的年度分配提供资金支持。 在12月，Digital Core REIT Management回购了10,654,100个单位，即自Digital Core REIT上市日起单位总数的0.95%。Digital Core REIT还在12月完成了首次收购，收购了位于德国法兰克福的一家永久产权数据中心25％的权益。 海峡时报指数（STI）在2022年录得8.4%的总回报率，86家在新加坡第一上市的公司进行了股份回购，总对价达16.92亿新元。2022年总对价高于2021年85只股票11.86亿新元的总对价，和2020年100家第一上市公司10.35亿新元的总对价。 在2022年回购对价最高的20只第一上市股票合共占16.92亿新元回购总对价的94%。这与前一年的情况相似，2021年回购对价最高的20只股票占11.86亿新元回购总对价的96%，也与2020年回购对价最高的20只股票占10.35亿新元回购总对价94%的情况相似。 &nbsp;下表列出了2022年回购对价最高的20只第一上市股票。 未包含在上表中，在12月， Digital Core REIT Management回购了10,654,100单位股票，即自Digital Core REIT上市日起单位总数的0.","listText":"第一上市股票在2022年股份回购总对价达17亿新元 2022年，86家在新交所第一上市公司进行了股份回购，总对价达16.92亿新元。而在2021年，85家第一上市公司的股份回购总对价为11.86亿新元；在2020年，100家第一上市公司股份回购总对价为10.35亿新元。 吉宝企业在2022年以每股6.59新元的平均价格回购了价值5亿新元的股份，而在2021年，该企业以每股5.10新元的平均价格回购了不到1500万新元的股份，这是因为这家可持续城市化解决方案供应商希望为未来并购活动寻找资金，并为员工股份计划的年度分配提供资金支持。 在12月，Digital Core REIT Management回购了10,654,100个单位，即自Digital Core REIT上市日起单位总数的0.95%。Digital Core REIT还在12月完成了首次收购，收购了位于德国法兰克福的一家永久产权数据中心25％的权益。 海峡时报指数（STI）在2022年录得8.4%的总回报率，86家在新加坡第一上市的公司进行了股份回购，总对价达16.92亿新元。2022年总对价高于2021年85只股票11.86亿新元的总对价，和2020年100家第一上市公司10.35亿新元的总对价。 在2022年回购对价最高的20只第一上市股票合共占16.92亿新元回购总对价的94%。这与前一年的情况相似，2021年回购对价最高的20只股票占11.86亿新元回购总对价的96%，也与2020年回购对价最高的20只股票占10.35亿新元回购总对价94%的情况相似。 &nbsp;下表列出了2022年回购对价最高的20只第一上市股票。 未包含在上表中，在12月， Digital Core REIT Management回购了10,654,100单位股票，即自Digital Core REIT上市日起单位总数的0.","text":"第一上市股票在2022年股份回购总对价达17亿新元 2022年，86家在新交所第一上市公司进行了股份回购，总对价达16.92亿新元。而在2021年，85家第一上市公司的股份回购总对价为11.86亿新元；在2020年，100家第一上市公司股份回购总对价为10.35亿新元。 吉宝企业在2022年以每股6.59新元的平均价格回购了价值5亿新元的股份，而在2021年，该企业以每股5.10新元的平均价格回购了不到1500万新元的股份，这是因为这家可持续城市化解决方案供应商希望为未来并购活动寻找资金，并为员工股份计划的年度分配提供资金支持。 在12月，Digital Core REIT Management回购了10,654,100个单位，即自Digital 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2022年S-REITs业绩回顾&nbsp; 资料来源：彭博社、路孚特、新加坡交易所（数据截至2022年12月31日）。股息收益率摘自2022年12月S-REITs和地产商业信托研究报告。 受益于海外旅游积压需求的释放，酒店类REITs在2022年下半年的入住率和每间可售客房收入（RevPAR）均有明显改善。 零售类REITs在客流量、租赁活动和租户销售额方面继续录得强劲复苏，部分甚至高于疫情前的水平。值得一提的是，2022年下半年消费者人数和休闲活动随着大型活动和奖励旅游业（MICE）的回归均有所回升。写字楼REITs录得续约租金调整率和入驻率的增长，工业类REITs在宏观经济挑战下展现韧性。 散户投资者在2022年仍然是S-REITs资金流动的主要驱动力，其累计净流入额为15.3亿新元，而机构投资者的总净流出额为12.8亿新元。S-REITs在整个2022年资产收购活动持续活跃，涉及总对价超过60亿新元，含首次收购及进军新市场。 大和房屋物流信托和Digital Core REIT均于2021年上市，分别公布了对日本物流设施和欧洲数据中心设施的首次收购，预计未来每单位派息（DPU）均有上涨。百汇生命产业信托和先锋医疗产业信托继续通过扩大投资组合和收购来增加其在日本疗养院的医疗保健相关物业的敞口。","listText":"在利率不断上升，全球经济下行的背景下，2022年对于全球REITs板块来说是具挑战性的一年。&nbsp;但随着经济持续复苏和全球旅游业恢复，S-REITs基本面依然保持稳健。2022年酒店类REITs随着国际旅游人数增加而受益显著，成为此年度表现最强劲的子板块。 2022年S-REITs业绩回顾&nbsp; 资料来源：彭博社、路孚特、新加坡交易所（数据截至2022年12月31日）。股息收益率摘自2022年12月S-REITs和地产商业信托研究报告。 受益于海外旅游积压需求的释放，酒店类REITs在2022年下半年的入住率和每间可售客房收入（RevPAR）均有明显改善。 零售类REITs在客流量、租赁活动和租户销售额方面继续录得强劲复苏，部分甚至高于疫情前的水平。值得一提的是，2022年下半年消费者人数和休闲活动随着大型活动和奖励旅游业（MICE）的回归均有所回升。写字楼REITs录得续约租金调整率和入驻率的增长，工业类REITs在宏观经济挑战下展现韧性。 散户投资者在2022年仍然是S-REITs资金流动的主要驱动力，其累计净流入额为15.3亿新元，而机构投资者的总净流出额为12.8亿新元。S-REITs在整个2022年资产收购活动持续活跃，涉及总对价超过60亿新元，含首次收购及进军新市场。 大和房屋物流信托和Digital Core REIT均于2021年上市，分别公布了对日本物流设施和欧洲数据中心设施的首次收购，预计未来每单位派息（DPU）均有上涨。百汇生命产业信托和先锋医疗产业信托继续通过扩大投资组合和收购来增加其在日本疗养院的医疗保健相关物业的敞口。","text":"在利率不断上升，全球经济下行的背景下，2022年对于全球REITs板块来说是具挑战性的一年。 但随着经济持续复苏和全球旅游业恢复，S-REITs基本面依然保持稳健。2022年酒店类REITs随着国际旅游人数增加而受益显著，成为此年度表现最强劲的子板块。 2022年S-REITs业绩回顾 资料来源：彭博社、路孚特、新加坡交易所（数据截至2022年12月31日）。股息收益率摘自2022年12月S-REITs和地产商业信托研究报告。 受益于海外旅游积压需求的释放，酒店类REITs在2022年下半年的入住率和每间可售客房收入（RevPAR）均有明显改善。 零售类REITs在客流量、租赁活动和租户销售额方面继续录得强劲复苏，部分甚至高于疫情前的水平。值得一提的是，2022年下半年消费者人数和休闲活动随着大型活动和奖励旅游业（MICE）的回归均有所回升。写字楼REITs录得续约租金调整率和入驻率的增长，工业类REITs在宏观经济挑战下展现韧性。 散户投资者在2022年仍然是S-REITs资金流动的主要驱动力，其累计净流入额为15.3亿新元，而机构投资者的总净流出额为12.8亿新元。S-REITs在整个2022年资产收购活动持续活跃，涉及总对价超过60亿新元，含首次收购及进军新市场。 大和房屋物流信托和Digital Core 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\n \n  12月26日，据虎嗅报道，刘强东在近日京东内部管理培训会上痛批部分高管，称“拿PPT和假大空词汇忽悠自己的人就是骗子”，表示部分高管醉心于PPT和奇妙词汇，或吹得天花乱坠但是执行一塌糊涂。此次会议上，刘强东还表示，管理层不需要那么多花的、新词，要回归到商业本质的五个要素（产品，价格，服务，成本，效率）。<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>\n \n","listText":"12月26日，据虎嗅报道，刘强东在近日京东内部管理培训会上痛批部分高管，称“拿PPT和假大空词汇忽悠自己的人就是骗子”，表示部分高管醉心于PPT和奇妙词汇，或吹得天花乱坠但是执行一塌糊涂。此次会议上，刘强东还表示，管理层不需要那么多花的、新词，要回归到商业本质的五个要素（产品，价格，服务，成本，效率）。<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>","text":"12月26日，据虎嗅报道，刘强东在近日京东内部管理培训会上痛批部分高管，称“拿PPT和假大空词汇忽悠自己的人就是骗子”，表示部分高管醉心于PPT和奇妙词汇，或吹得天花乱坠但是执行一塌糊涂。此次会议上，刘强东还表示，管理层不需要那么多花的、新词，要回归到商业本质的五个要素（产品，价格，服务，成本，效率）。$京东(JD)$ 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PUT\">$TSLA 20230317 125.0 PUT$&nbsp;</a>&nbsp;，属于保守型明确近期看跌，选择平价行权价，从行权日期的时间损耗估算看跌周期，基本上本周还是看跌状态。<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230120%20105.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/TSLA 20230120 105.0 PUT\">$TSLA 20230120 105.0 PUT$&nbsp;</a>&nbsp;行权日不足30天","text":"目前特斯拉的腹泻式下跌给我整不会了。虽然从CPI来看二手车和新车市场需要进一步向19年行情靠拢，股价会向2020年3月靠拢，但特斯拉的回调速度还是在各方面原因作用下出乎预料，尤其是在圣诞季。今天继续从期权大单里寻找市场对于特斯拉的预期支撑点位。我用的是老虎pc端的期权筛选，功能比手机多一些，比如可以按照时间顺序排列，手机上是按成交量排列的。大单筛选排除远期（2023年6月以后），因为远期代表可以无视一段时间内的价值衰减，利用价外行权价上更大的杠杆，对于近期目标价是干扰；以及排除深度价内套利大单，行权价非常离谱，也没有目标价的指导意义。近期到期开仓期权就是一个很好的筛选目标了。以下几张期权本周可以关注交易者是否平仓。那么从时间排序来看，临近收盘时买入的近期看跌期权就很有参考价值，比如$TSLA%2020230317%20125.0%20PUT$ $TSLA 20230317 125.0 PUT$ ，属于保守型明确近期看跌，选择平价行权价，从行权日期的时间损耗估算看跌周期，基本上本周还是看跌状态。$TSLA 20230120 105.0 PUT$ 行权日不足30天","images":[{"img":"https://static.tigerbbs.com/94e61312b3c06bb447399af5d9ff043d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/81fd6eaca94c068d345de91db066cb3c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0cec7db435acbdbc8a95ffac737ba5a4","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621833963","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628316351,"gmtCreate":1672894837374,"gmtModify":1672894839100,"author":{"id":"3582521710008882","authorId":"3582521710008882","name":"特别存银两","avatar":"https://static.tigerbbs.com/06fbb75c501ab6e809cd904708bb4f0e","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628316351","repostId":"621673291","repostType":1,"repost":{"id":621673291,"gmtCreate":1672285519414,"gmtModify":1703744449692,"author":{"id":"4093504281887960","authorId":"4093504281887960","name":"芝士虎","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"老虎独家｜大浪淘沙始见金--2023年全球大类资产展望","htmlText":"回顾2022年的资本市场，可谓泥石俱下，万念俱灰；展望2023年，大洋西岸的通胀已过峰值，欧亚大陆的寒冬正在散去，国内防疫全面优化；「杨过」已去，「杨康」归来；2023年是癸卯水兔年，风水学上又称为「替代年」，这一年，「幸运」将替代「水逆」，「花明」将替代「柳暗」；2023 年行情该如何演绎？资产又该如何配置？投资市场会不会深蹲起跳，力挽狂澜呢？老虎国际投研团队在今天，为你呈上这份 2023 年度全球大类投资展望，全面解析 2023 如何做好投资。*全文分三部分，共计7700+字，阅读需10分钟。一：2022 年资产表现与投资主线回顾2022 年最悲惨的事不外乎「核酸」阳了，「账户」绿了；但不用难过，这一年大多数人的账户都绿了。据老虎国际投研团队统计，截至 2022 年 11 月 30 日，全球 53 个国家和地区，包括股票、债券、大宗商品、房地产、货币和另类投资，共六大类 287 小类资产标的，在 2022 年的平均收益仅为 -10.24%。其中，只有 53 个资产在今年获得了正收益，占比不足 20%。来源：彭博「泥沙俱下」似乎不足以形容2022年资本市场的惨状。说好的「招财进虎」，说好的「如虎添亿」呢？为什么市场不按照剧本走呢？因为2022年发生了两件你我都意想不到的大事:1、通胀高居不下，美联储超预期紧缩让我们把时间拉回到 2022 年年初，在这个时间，恐怕再鹰派的研究员也无法预测出，美联储全年的加息幅度会高达425个基点(假设12月FOMC会议如预期加息0.5%)。因为哪怕是在金融危机的时候，能预测美联储一次加息25个基点，年内加息9次，直接干到长期中性利率2.5%的研究员，都会被大家看做是哗众取宠的疯子。然而，美联储的铁血加息政策以及降低通胀的决心，把华尔街的精英们按在地上狠狠摩擦。毕竟，在过去十余年中，绝大多数人已经习惯了低利率低通胀的环境；一旦美联储超预期大幅","listText":"回顾2022年的资本市场，可谓泥石俱下，万念俱灰；展望2023年，大洋西岸的通胀已过峰值，欧亚大陆的寒冬正在散去，国内防疫全面优化；「杨过」已去，「杨康」归来；2023年是癸卯水兔年，风水学上又称为「替代年」，这一年，「幸运」将替代「水逆」，「花明」将替代「柳暗」；2023 年行情该如何演绎？资产又该如何配置？投资市场会不会深蹲起跳，力挽狂澜呢？老虎国际投研团队在今天，为你呈上这份 2023 年度全球大类投资展望，全面解析 2023 如何做好投资。*全文分三部分，共计7700+字，阅读需10分钟。一：2022 年资产表现与投资主线回顾2022 年最悲惨的事不外乎「核酸」阳了，「账户」绿了；但不用难过，这一年大多数人的账户都绿了。据老虎国际投研团队统计，截至 2022 年 11 月 30 日，全球 53 个国家和地区，包括股票、债券、大宗商品、房地产、货币和另类投资，共六大类 287 小类资产标的，在 2022 年的平均收益仅为 -10.24%。其中，只有 53 个资产在今年获得了正收益，占比不足 20%。来源：彭博「泥沙俱下」似乎不足以形容2022年资本市场的惨状。说好的「招财进虎」，说好的「如虎添亿」呢？为什么市场不按照剧本走呢？因为2022年发生了两件你我都意想不到的大事:1、通胀高居不下，美联储超预期紧缩让我们把时间拉回到 2022 年年初，在这个时间，恐怕再鹰派的研究员也无法预测出，美联储全年的加息幅度会高达425个基点(假设12月FOMC会议如预期加息0.5%)。因为哪怕是在金融危机的时候，能预测美联储一次加息25个基点，年内加息9次，直接干到长期中性利率2.5%的研究员，都会被大家看做是哗众取宠的疯子。然而，美联储的铁血加息政策以及降低通胀的决心，把华尔街的精英们按在地上狠狠摩擦。毕竟，在过去十余年中，绝大多数人已经习惯了低利率低通胀的环境；一旦美联储超预期大幅","text":"回顾2022年的资本市场，可谓泥石俱下，万念俱灰；展望2023年，大洋西岸的通胀已过峰值，欧亚大陆的寒冬正在散去，国内防疫全面优化；「杨过」已去，「杨康」归来；2023年是癸卯水兔年，风水学上又称为「替代年」，这一年，「幸运」将替代「水逆」，「花明」将替代「柳暗」；2023 年行情该如何演绎？资产又该如何配置？投资市场会不会深蹲起跳，力挽狂澜呢？老虎国际投研团队在今天，为你呈上这份 2023 年度全球大类投资展望，全面解析 2023 如何做好投资。*全文分三部分，共计7700+字，阅读需10分钟。一：2022 年资产表现与投资主线回顾2022 年最悲惨的事不外乎「核酸」阳了，「账户」绿了；但不用难过，这一年大多数人的账户都绿了。据老虎国际投研团队统计，截至 2022 年 11 月 30 日，全球 53 个国家和地区，包括股票、债券、大宗商品、房地产、货币和另类投资，共六大类 287 小类资产标的，在 2022 年的平均收益仅为 -10.24%。其中，只有 53 个资产在今年获得了正收益，占比不足 20%。来源：彭博「泥沙俱下」似乎不足以形容2022年资本市场的惨状。说好的「招财进虎」，说好的「如虎添亿」呢？为什么市场不按照剧本走呢？因为2022年发生了两件你我都意想不到的大事:1、通胀高居不下，美联储超预期紧缩让我们把时间拉回到 2022 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分享","images":[{"img":"https://static.tigerbbs.com/59270d657237e21e305cddd75f2770cf","width":"1080","height":"2041"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628059562","isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":629258547,"gmtCreate":1670566479789,"gmtModify":1670566481505,"author":{"id":"3582521710008882","authorId":"3582521710008882","name":"特别存银两","avatar":"https://static.tigerbbs.com/06fbb75c501ab6e809cd904708bb4f0e","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629258547","repostId":"620293755","repostType":1,"repost":{"id":620293755,"gmtCreate":1669772546578,"gmtModify":1669772991223,"author":{"id":"3554938063633134","authorId":"3554938063633134","name":"3047鐵礦石ETF","avatar":"https://static.tigerbbs.com/b3f15d1a5f1b2d0ea723d4abc43d3a22","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"大家的资源股如何—油、气、金、铁重点新闻摘要（11月30日）","htmlText":"看很多朋友喜欢资源股，但没有专注大宗商品新闻的总结，连载大宗商品的新闻，让大家投资资源股时更加得心应手。 <a target=\"_blank\" href=\"https://laohu8.com/S/03047\">$F山证铁矿石(03047)$</a>&nbsp; 疫情政策的变化促使大宗商品全线上涨。天气变冷的迹像也提振了能源市场的情绪。 基本金属价格上涨。国家卫生委员会表示，即使病毒在传播，也应避免过度限制。中国现在正在推动加强对老年人的疫苗接种，引发人们猜测它可能会进一步放宽一些规定。目前内地只有 69%的 60岁及以上老年人注射过加强针。铜上涨 1.2%至 8052美元/吨，拖累其他板块走高。近几个月来，由于限制措施对工业活动造成压力，从而对金属需求造成压力，市场情绪受到抑制。 <a target=\"_blank\" href=\"https://laohu8.com/S/600362\">$江西铜业(600362)$</a>&nbsp; 美元走软引发金价上涨。尽管如此，投资者在本周关键经济数据出炉之前仍保持谨慎，这可能会使美联储继续采取激进的紧缩政策。美联储官员约翰威廉姆斯表示，利率需要进一步上升，并在明年之前保持高位。 <a target=\"_blank\" href=\"https://laohu8.com/S/01787\">$山东黄金(01787)$</a>&nbsp; 继上周强劲上涨后，铁矿石价格几乎没有变化。最近为支持该国陷入困境的房地产行业而采取的措施仍然提振了市场情绪。 限制较少的流动性规则可能会增加需求，导致原油市场大幅上涨。根据百度数据，中国 15个最大城市的拥堵指数在截至 11月 16日的 7天内下降了 2.3% w/w。这使得隐含的石油需求保持在 13mb/d的低迷水准，比平均需求低 1mb/d。任何检疫规则的放宽以及旅行限制的放宽都会使需求迅速反弹。然","listText":"看很多朋友喜欢资源股，但没有专注大宗商品新闻的总结，连载大宗商品的新闻，让大家投资资源股时更加得心应手。 <a target=\"_blank\" href=\"https://laohu8.com/S/03047\">$F山证铁矿石(03047)$</a>&nbsp; 疫情政策的变化促使大宗商品全线上涨。天气变冷的迹像也提振了能源市场的情绪。 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