洪洞派的个人主页 - 老虎社区

洪洞派

洪洞派

暂无个人介绍

IP属地：浙江

281关注

5粉丝

1主题

0勋章

04-28

这篇文章不错，转发给大家看看

@jace0777:I closed $HOOD 20240426 16.5 PUT$ ,🏦 collecting full credit profits upon expiry over 17 days. This play remains attractive, will look for entry again!

04-28

这篇文章不错，转发给大家看看

@jace0777:I closed $MU 20240426 114.0 PUT$ ,🏦 collecting full credit profits upon expiry over 22 days. This play remains attractive, will look for entry again!

04-28

这篇文章不错，转发给大家看看

@jace0777:I closed $PINS 20240426 34.0 CALL$ ,⚙️ covered call play on PINS wheeling worked out well this week. Securing full credit upon expiry! On to the next week.

2023-11-07

每天发一次朋友圈的微博

2023-11-06

又来发帖子啦啦啦啦啦啦啦

2023-11-05

什么奖励好呢？好胃口好鱼

2023-11-04

数星星123456789，再来一遍

2023-11-03

又来发帖子，数星星123456789

2023-11-02

又到了发帖时间，凑字数

2023-11-01

我不知道怎么发帖呀，这个任务怎么完成？

2023-10-31

这个活动很好。但是怎么发帖呢？

2023-10-26

积分任务要求发帖一篇

2023-01-08

她

@雷递:沃隆食品冲刺上交所：年营收11亿为杨国庆家族企业

2022-11-02

评论

@小丹尼DannyData:今天我就来深扒一下：巴菲特买石油股，到底为了啥？中美巨头，如何应对“油转电”？小丹尼的商学院：BV1u44y1h7wa

2022-10-26

这篇文章不错，转发给大家看看

@美港探案:哪个赛道投资拐点将至？如何有效的挖掘投资机会？

2022-10-26

这篇文章不错，转发给大家看看

@新能源Bot:特斯拉Q3盈利超预期，营收创历史新高却不及预期

去老虎APP查看更多动态

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This play remains attractive, will look for entry again!","listText":"I closed <a href=\"https://laohu8.com/OPT/MU 20240426 114.0 PUT\">$MU 20240426 114.0 PUT$&nbsp;</a> ,🏦 collecting full credit profits upon expiry over 22 days. This play remains attractive, will look for entry again!","text":"I closed $MU 20240426 114.0 PUT$ ,🏦 collecting full credit profits upon expiry over 22 days. This play remains attractive, will look for entry again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299811597693016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300014987984928,"gmtCreate":1714265242320,"gmtModify":1714265244031,"author":{"id":"4105760423499980","authorId":"4105760423499980","name":"洪洞派","avatar":"https://static.tigerbbs.com/dfd9ce07955ea0823f0d4bf035825d44","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300014987984928","repostId":"299811630428392","repostType":1,"repost":{"id":299811630428392,"gmtCreate":1714215708351,"gmtModify":1714280643539,"author":{"id":"4121030739638162","authorId":"4121030739638162","name":"jace0777","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I closed <a href=\"https://laohu8.com/OPT/PINS 20240426 34.0 CALL\">$PINS 20240426 34.0 CALL$&nbsp;</a> ,⚙️ covered call play on PINS wheeling worked out well this week. Securing full credit upon expiry! On to the next week.","listText":"I closed <a href=\"https://laohu8.com/OPT/PINS 20240426 34.0 CALL\">$PINS 20240426 34.0 CALL$&nbsp;</a> ,⚙️ covered call play on PINS wheeling worked out well this week. Securing full credit upon expiry! On to the next week.","text":"I closed $PINS 20240426 34.0 CALL$ ,⚙️ covered call play on PINS wheeling worked out well this week. Securing full credit upon expiry! On to the next 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服务业方面，随着各项政策措施推动基建落地，建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%，业务增长和生产扩张亦较快。从投资角度，考虑政策存在“预期差”，中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置，等待政策进一步明朗。 从投资角度分析，市场“美联储转鸽”预期重燃，欧美股市以及港股迎来超级反弹，大伙觉得哪个赛道投资拐点将至？如何有效的挖掘投资机会？当前的经济现状下，随着财富管理业务的升级，客户服务的黏性增强，领先财富管理机构的竞争壁垒会更加巩固，财富管理板块将呈现怎样的走势？ 参考文章： 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放，看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引：未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议，也可以@你们的好友前来互动哦~[微笑]&nbsp;","listText":"美联储发布9月FOMC会议纪要。会上指出，调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要，预测美联储会议纪要显示11月和12月或将继续加息，目前股市估值重回历史较低水平，但是市场信心修复仍需政策清晰和稳定之后观察，股票市场较难出现大幅下跌，或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动，制造业产需等多项指标改善。从行业看，进入传统旺季，食品饮料、医药、通用设备制造等行业产能释放较快，企业对近期市场发展前景较为乐观。 服务业方面，随着各项政策措施推动基建落地，建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%，业务增长和生产扩张亦较快。从投资角度，考虑政策存在“预期差”，中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置，等待政策进一步明朗。 从投资角度分析，市场“美联储转鸽”预期重燃，欧美股市以及港股迎来超级反弹，大伙觉得哪个赛道投资拐点将至？如何有效的挖掘投资机会？当前的经济现状下，随着财富管理业务的升级，客户服务的黏性增强，领先财富管理机构的竞争壁垒会更加巩固，财富管理板块将呈现怎样的走势？ 参考文章： 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放，看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引：未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议，也可以@你们的好友前来互动哦~[微笑]&nbsp;","text":"美联储发布9月FOMC会议纪要。会上指出，调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要，预测美联储会议纪要显示11月和12月或将继续加息，目前股市估值重回历史较低水平，但是市场信心修复仍需政策清晰和稳定之后观察，股票市场较难出现大幅下跌，或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动，制造业产需等多项指标改善。从行业看，进入传统旺季，食品饮料、医药、通用设备制造等行业产能释放较快，企业对近期市场发展前景较为乐观。 服务业方面，随着各项政策措施推动基建落地，建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%，业务增长和生产扩张亦较快。从投资角度，考虑政策存在“预期差”，中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置，等待政策进一步明朗。 从投资角度分析，市场“美联储转鸽”预期重燃，欧美股市以及港股迎来超级反弹，大伙觉得哪个赛道投资拐点将至？如何有效的挖掘投资机会？当前的经济现状下，随着财富管理业务的升级，客户服务的黏性增强，领先财富管理机构的竞争壁垒会更加巩固，财富管理板块将呈现怎样的走势？ 参考文章： 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放，看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引：未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 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特斯拉报告调整后每股收益为 1.05 美元，高于预期的 99 美分，营收为 214.5 亿美元，低于预期的 219.6 亿美元。 净收入 (GAAP) 达到 33.3 亿美元，比去年同期增加一倍多，汽车毛利率稳定在 27.9%，与 2022 年第二季度完全相同。 汽车收入为 186.9 亿美元，同比增长 55%。本季度特斯拉核心汽车业务的收入成本从第二季度的 105.2 亿美元上升至 134.8 亿美元，与汽车销量的增长保持一致。特斯拉的汽车监管信贷占该季度汽车收入的 1.5%，为 2.86 亿美元。特斯拉的能源部门本季度创造了 11.2 亿美元的收入。 特斯拉在财报中重申了之前的年度财报指引，称：“在多年的时间里，我们预计汽车产量将实现 50% 的年增长率。” 其他重大公开：该公司警告称，本季度最后几周交付新车的运输能力存在瓶颈，并表示正在“过渡到更平稳的交付速度”。特斯拉表示，Semi电动卡车计划于2022年12月开始交付，电池供应紧张将是主要限制因素；公司有足够的流动性为产品路线图、长期产能扩张计划和其他开支提供资金。并表示，第三季度营业收入受外汇负面影响约2.5亿美元。特斯拉没有提供开始生产 Cybertruck 皮卡的确切时间表，只是说它将在德克萨斯州增加 Model Y 的生产后在德克萨斯州生产。电话会议简明纪要在周三的财报电话会议上，首席执行官埃隆马斯克回答了股东关于需求和可能的股票回购的问题。马斯克说：“我不能再强调我们对第四季度的需求非常好，我们希望在我们能看到的未来销售我们制造的每一辆车。”“工厂正在全速运转，我们正在交付我们制造的每一辆车，并保持强劲的营业利润率。”他补充说，特斯拉明年可能会进行“有意义的回购”，可能在 50 亿至 100 亿美元之间，等待董事会批准。他还乐观地表示，“我认为我们可以远远超过苹果目前的市值。事实上，我认为","listText":"财报亮点： 特斯拉报告调整后每股收益为 1.05 美元，高于预期的 99 美分，营收为 214.5 亿美元，低于预期的 219.6 亿美元。 净收入 (GAAP) 达到 33.3 亿美元，比去年同期增加一倍多，汽车毛利率稳定在 27.9%，与 2022 年第二季度完全相同。 汽车收入为 186.9 亿美元，同比增长 55%。本季度特斯拉核心汽车业务的收入成本从第二季度的 105.2 亿美元上升至 134.8 亿美元，与汽车销量的增长保持一致。特斯拉的汽车监管信贷占该季度汽车收入的 1.5%，为 2.86 亿美元。特斯拉的能源部门本季度创造了 11.2 亿美元的收入。 特斯拉在财报中重申了之前的年度财报指引，称：“在多年的时间里，我们预计汽车产量将实现 50% 的年增长率。” 其他重大公开：该公司警告称，本季度最后几周交付新车的运输能力存在瓶颈，并表示正在“过渡到更平稳的交付速度”。特斯拉表示，Semi电动卡车计划于2022年12月开始交付，电池供应紧张将是主要限制因素；公司有足够的流动性为产品路线图、长期产能扩张计划和其他开支提供资金。并表示，第三季度营业收入受外汇负面影响约2.5亿美元。特斯拉没有提供开始生产 Cybertruck 皮卡的确切时间表，只是说它将在德克萨斯州增加 Model Y 的生产后在德克萨斯州生产。电话会议简明纪要在周三的财报电话会议上，首席执行官埃隆马斯克回答了股东关于需求和可能的股票回购的问题。马斯克说：“我不能再强调我们对第四季度的需求非常好，我们希望在我们能看到的未来销售我们制造的每一辆车。”“工厂正在全速运转，我们正在交付我们制造的每一辆车，并保持强劲的营业利润率。”他补充说，特斯拉明年可能会进行“有意义的回购”，可能在 50 亿至 100 亿美元之间，等待董事会批准。他还乐观地表示，“我认为我们可以远远超过苹果目前的市值。事实上，我认为","text":"财报亮点： 特斯拉报告调整后每股收益为 1.05 美元，高于预期的 99 美分，营收为 214.5 亿美元，低于预期的 219.6 亿美元。 净收入 (GAAP) 达到 33.3 亿美元，比去年同期增加一倍多，汽车毛利率稳定在 27.9%，与 2022 年第二季度完全相同。 汽车收入为 186.9 亿美元，同比增长 55%。本季度特斯拉核心汽车业务的收入成本从第二季度的 105.2 亿美元上升至 134.8 亿美元，与汽车销量的增长保持一致。特斯拉的汽车监管信贷占该季度汽车收入的 1.5%，为 2.86 亿美元。特斯拉的能源部门本季度创造了 11.2 亿美元的收入。 特斯拉在财报中重申了之前的年度财报指引，称：“在多年的时间里，我们预计汽车产量将实现 50% 的年增长率。” 其他重大公开：该公司警告称，本季度最后几周交付新车的运输能力存在瓶颈，并表示正在“过渡到更平稳的交付速度”。特斯拉表示，Semi电动卡车计划于2022年12月开始交付，电池供应紧张将是主要限制因素；公司有足够的流动性为产品路线图、长期产能扩张计划和其他开支提供资金。并表示，第三季度营业收入受外汇负面影响约2.5亿美元。特斯拉没有提供开始生产 Cybertruck 皮卡的确切时间表，只是说它将在德克萨斯州增加 Model Y 的生产后在德克萨斯州生产。电话会议简明纪要在周三的财报电话会议上，首席执行官埃隆马斯克回答了股东关于需求和可能的股票回购的问题。马斯克说：“我不能再强调我们对第四季度的需求非常好，我们希望在我们能看到的未来销售我们制造的每一辆车。”“工厂正在全速运转，我们正在交付我们制造的每一辆车，并保持强劲的营业利润率。”他补充说，特斯拉明年可能会进行“有意义的回购”，可能在 50 亿至 100 亿美元之间，等待董事会批准。他还乐观地表示，“我认为我们可以远远超过苹果目前的市值。事实上，我认为","images":[{"img":"https://static.tigerbbs.com/d3b775596d8d12d73e490a081601d8fd","width":"1326","height":"808"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662328118","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":237179057590296,"gmtCreate":1698937925027,"gmtModify":1698937926576,"author":{"id":"4105760423499980","authorId":"4105760423499980","name":"洪洞派","avatar":"https://static.tigerbbs.com/dfd9ce07955ea0823f0d4bf035825d44","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"又到了发帖时间，凑字数","listText":"又到了发帖时间，凑字数","text":"又到了发帖时间，凑字数","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237179057590296","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236589935386664,"gmtCreate":1698793979403,"gmtModify":1698793980952,"author":{"id":"4105760423499980","authorId":"4105760423499980","name":"洪洞派","avatar":"https://static.tigerbbs.com/dfd9ce07955ea0823f0d4bf035825d44","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"我不知道怎么发帖呀，这个任务怎么完成？","listText":"我不知道怎么发帖呀，这个任务怎么完成？","text":"我不知道怎么发帖呀，这个任务怎么完成？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236589935386664","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300014823526480,"gmtCreate":1714265255501,"gmtModify":1714265256762,"author":{"id":"4105760423499980","authorId":"4105760423499980","name":"洪洞派","avatar":"https://static.tigerbbs.com/dfd9ce07955ea0823f0d4bf035825d44","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300014823526480","repostId":"299811400523896","repostType":1,"repost":{"id":299811400523896,"gmtCreate":1714215563507,"gmtModify":1714216149442,"author":{"id":"4121030739638162","authorId":"4121030739638162","name":"jace0777","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I closed <a href=\"https://laohu8.com/OPT/HOOD 20240426 16.5 PUT\">$HOOD 20240426 16.5 PUT$&nbsp;</a> ,🏦 collecting full credit profits upon expiry over 17 days. This play remains attractive, will look for entry again!","listText":"I closed <a href=\"https://laohu8.com/OPT/HOOD 20240426 16.5 PUT\">$HOOD 20240426 16.5 PUT$&nbsp;</a> ,🏦 collecting full credit profits upon expiry over 17 days. This play remains attractive, will look for entry again!","text":"I closed $HOOD 20240426 16.5 PUT$ ,🏦 collecting full credit profits upon expiry over 17 days. This play remains attractive, will look for entry again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299811400523896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300015010521288,"gmtCreate":1714265249141,"gmtModify":1714265250412,"author":{"id":"4105760423499980","authorId":"4105760423499980","name":"洪洞派","avatar":"https://static.tigerbbs.com/dfd9ce07955ea0823f0d4bf035825d44","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300015010521288","repostId":"299811597693016","repostType":1,"repost":{"id":299811597693016,"gmtCreate":1714215610824,"gmtModify":1714216150264,"author":{"id":"4121030739638162","authorId":"4121030739638162","name":"jace0777","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I closed <a href=\"https://laohu8.com/OPT/MU 20240426 114.0 PUT\">$MU 20240426 114.0 PUT$&nbsp;</a> ,🏦 collecting full credit profits upon expiry over 22 days. This play remains attractive, will look for entry again!","listText":"I closed <a href=\"https://laohu8.com/OPT/MU 20240426 114.0 PUT\">$MU 20240426 114.0 PUT$&nbsp;</a> ,🏦 collecting full credit profits upon expiry over 22 days. This play remains attractive, will look for entry again!","text":"I closed $MU 20240426 114.0 PUT$ ,🏦 collecting full credit profits upon expiry over 22 days. This play remains attractive, will look for entry again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299811597693016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300014987984928,"gmtCreate":1714265242320,"gmtModify":1714265244031,"author":{"id":"4105760423499980","authorId":"4105760423499980","name":"洪洞派","avatar":"https://static.tigerbbs.com/dfd9ce07955ea0823f0d4bf035825d44","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300014987984928","repostId":"299811630428392","repostType":1,"repost":{"id":299811630428392,"gmtCreate":1714215708351,"gmtModify":1714280643539,"author":{"id":"4121030739638162","authorId":"4121030739638162","name":"jace0777","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I closed <a href=\"https://laohu8.com/OPT/PINS 20240426 34.0 CALL\">$PINS 20240426 34.0 CALL$&nbsp;</a> ,⚙️ covered call play on PINS wheeling worked out well this week. Securing full credit upon expiry! On to the next week.","listText":"I closed <a href=\"https://laohu8.com/OPT/PINS 20240426 34.0 CALL\">$PINS 20240426 34.0 CALL$&nbsp;</a> ,⚙️ covered call play on PINS wheeling worked out well this week. Securing full credit upon expiry! On to the next week.","text":"I closed $PINS 20240426 34.0 CALL$ ,⚙️ covered call play on PINS wheeling worked out well this week. Securing full credit upon expiry! On to the next 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服务业方面，随着各项政策措施推动基建落地，建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%，业务增长和生产扩张亦较快。从投资角度，考虑政策存在“预期差”，中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置，等待政策进一步明朗。 从投资角度分析，市场“美联储转鸽”预期重燃，欧美股市以及港股迎来超级反弹，大伙觉得哪个赛道投资拐点将至？如何有效的挖掘投资机会？当前的经济现状下，随着财富管理业务的升级，客户服务的黏性增强，领先财富管理机构的竞争壁垒会更加巩固，财富管理板块将呈现怎样的走势？ 参考文章： 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放，看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引：未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议，也可以@你们的好友前来互动哦~[微笑]&nbsp;","listText":"美联储发布9月FOMC会议纪要。会上指出，调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要，预测美联储会议纪要显示11月和12月或将继续加息，目前股市估值重回历史较低水平，但是市场信心修复仍需政策清晰和稳定之后观察，股票市场较难出现大幅下跌，或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动，制造业产需等多项指标改善。从行业看，进入传统旺季，食品饮料、医药、通用设备制造等行业产能释放较快，企业对近期市场发展前景较为乐观。 服务业方面，随着各项政策措施推动基建落地，建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%，业务增长和生产扩张亦较快。从投资角度，考虑政策存在“预期差”，中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置，等待政策进一步明朗。 从投资角度分析，市场“美联储转鸽”预期重燃，欧美股市以及港股迎来超级反弹，大伙觉得哪个赛道投资拐点将至？如何有效的挖掘投资机会？当前的经济现状下，随着财富管理业务的升级，客户服务的黏性增强，领先财富管理机构的竞争壁垒会更加巩固，财富管理板块将呈现怎样的走势？ 参考文章： 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放，看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引：未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议，也可以@你们的好友前来互动哦~[微笑]&nbsp;","text":"美联储发布9月FOMC会议纪要。会上指出，调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要，预测美联储会议纪要显示11月和12月或将继续加息，目前股市估值重回历史较低水平，但是市场信心修复仍需政策清晰和稳定之后观察，股票市场较难出现大幅下跌，或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动，制造业产需等多项指标改善。从行业看，进入传统旺季，食品饮料、医药、通用设备制造等行业产能释放较快，企业对近期市场发展前景较为乐观。 服务业方面，随着各项政策措施推动基建落地，建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%，业务增长和生产扩张亦较快。从投资角度，考虑政策存在“预期差”，中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置，等待政策进一步明朗。 从投资角度分析，市场“美联储转鸽”预期重燃，欧美股市以及港股迎来超级反弹，大伙觉得哪个赛道投资拐点将至？如何有效的挖掘投资机会？当前的经济现状下，随着财富管理业务的升级，客户服务的黏性增强，领先财富管理机构的竞争壁垒会更加巩固，财富管理板块将呈现怎样的走势？ 参考文章： 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放，看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引：未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 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特斯拉报告调整后每股收益为 1.05 美元，高于预期的 99 美分，营收为 214.5 亿美元，低于预期的 219.6 亿美元。 净收入 (GAAP) 达到 33.3 亿美元，比去年同期增加一倍多，汽车毛利率稳定在 27.9%，与 2022 年第二季度完全相同。 汽车收入为 186.9 亿美元，同比增长 55%。本季度特斯拉核心汽车业务的收入成本从第二季度的 105.2 亿美元上升至 134.8 亿美元，与汽车销量的增长保持一致。特斯拉的汽车监管信贷占该季度汽车收入的 1.5%，为 2.86 亿美元。特斯拉的能源部门本季度创造了 11.2 亿美元的收入。 特斯拉在财报中重申了之前的年度财报指引，称：“在多年的时间里，我们预计汽车产量将实现 50% 的年增长率。” 其他重大公开：该公司警告称，本季度最后几周交付新车的运输能力存在瓶颈，并表示正在“过渡到更平稳的交付速度”。特斯拉表示，Semi电动卡车计划于2022年12月开始交付，电池供应紧张将是主要限制因素；公司有足够的流动性为产品路线图、长期产能扩张计划和其他开支提供资金。并表示，第三季度营业收入受外汇负面影响约2.5亿美元。特斯拉没有提供开始生产 Cybertruck 皮卡的确切时间表，只是说它将在德克萨斯州增加 Model Y 的生产后在德克萨斯州生产。电话会议简明纪要在周三的财报电话会议上，首席执行官埃隆马斯克回答了股东关于需求和可能的股票回购的问题。马斯克说：“我不能再强调我们对第四季度的需求非常好，我们希望在我们能看到的未来销售我们制造的每一辆车。”“工厂正在全速运转，我们正在交付我们制造的每一辆车，并保持强劲的营业利润率。”他补充说，特斯拉明年可能会进行“有意义的回购”，可能在 50 亿至 100 亿美元之间，等待董事会批准。他还乐观地表示，“我认为我们可以远远超过苹果目前的市值。事实上，我认为","listText":"财报亮点： 特斯拉报告调整后每股收益为 1.05 美元，高于预期的 99 美分，营收为 214.5 亿美元，低于预期的 219.6 亿美元。 净收入 (GAAP) 达到 33.3 亿美元，比去年同期增加一倍多，汽车毛利率稳定在 27.9%，与 2022 年第二季度完全相同。 汽车收入为 186.9 亿美元，同比增长 55%。本季度特斯拉核心汽车业务的收入成本从第二季度的 105.2 亿美元上升至 134.8 亿美元，与汽车销量的增长保持一致。特斯拉的汽车监管信贷占该季度汽车收入的 1.5%，为 2.86 亿美元。特斯拉的能源部门本季度创造了 11.2 亿美元的收入。 特斯拉在财报中重申了之前的年度财报指引，称：“在多年的时间里，我们预计汽车产量将实现 50% 的年增长率。” 其他重大公开：该公司警告称，本季度最后几周交付新车的运输能力存在瓶颈，并表示正在“过渡到更平稳的交付速度”。特斯拉表示，Semi电动卡车计划于2022年12月开始交付，电池供应紧张将是主要限制因素；公司有足够的流动性为产品路线图、长期产能扩张计划和其他开支提供资金。并表示，第三季度营业收入受外汇负面影响约2.5亿美元。特斯拉没有提供开始生产 Cybertruck 皮卡的确切时间表，只是说它将在德克萨斯州增加 Model Y 的生产后在德克萨斯州生产。电话会议简明纪要在周三的财报电话会议上，首席执行官埃隆马斯克回答了股东关于需求和可能的股票回购的问题。马斯克说：“我不能再强调我们对第四季度的需求非常好，我们希望在我们能看到的未来销售我们制造的每一辆车。”“工厂正在全速运转，我们正在交付我们制造的每一辆车，并保持强劲的营业利润率。”他补充说，特斯拉明年可能会进行“有意义的回购”，可能在 50 亿至 100 亿美元之间，等待董事会批准。他还乐观地表示，“我认为我们可以远远超过苹果目前的市值。事实上，我认为","text":"财报亮点： 特斯拉报告调整后每股收益为 1.05 美元，高于预期的 99 美分，营收为 214.5 亿美元，低于预期的 219.6 亿美元。 净收入 (GAAP) 达到 33.3 亿美元，比去年同期增加一倍多，汽车毛利率稳定在 27.9%，与 2022 年第二季度完全相同。 汽车收入为 186.9 亿美元，同比增长 55%。本季度特斯拉核心汽车业务的收入成本从第二季度的 105.2 亿美元上升至 134.8 亿美元，与汽车销量的增长保持一致。特斯拉的汽车监管信贷占该季度汽车收入的 1.5%，为 2.86 亿美元。特斯拉的能源部门本季度创造了 11.2 亿美元的收入。 特斯拉在财报中重申了之前的年度财报指引，称：“在多年的时间里，我们预计汽车产量将实现 50% 的年增长率。” 其他重大公开：该公司警告称，本季度最后几周交付新车的运输能力存在瓶颈，并表示正在“过渡到更平稳的交付速度”。特斯拉表示，Semi电动卡车计划于2022年12月开始交付，电池供应紧张将是主要限制因素；公司有足够的流动性为产品路线图、长期产能扩张计划和其他开支提供资金。并表示，第三季度营业收入受外汇负面影响约2.5亿美元。特斯拉没有提供开始生产 Cybertruck 皮卡的确切时间表，只是说它将在德克萨斯州增加 Model Y 的生产后在德克萨斯州生产。电话会议简明纪要在周三的财报电话会议上，首席执行官埃隆马斯克回答了股东关于需求和可能的股票回购的问题。马斯克说：“我不能再强调我们对第四季度的需求非常好，我们希望在我们能看到的未来销售我们制造的每一辆车。”“工厂正在全速运转，我们正在交付我们制造的每一辆车，并保持强劲的营业利润率。”他补充说，特斯拉明年可能会进行“有意义的回购”，可能在 50 亿至 100 亿美元之间，等待董事会批准。他还乐观地表示，“我认为我们可以远远超过苹果目前的市值。事实上，我认为","images":[{"img":"https://static.tigerbbs.com/d3b775596d8d12d73e490a081601d8fd","width":"1326","height":"808"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662328118","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}