150个W本金 personal page - To The Moon

150个W本金

150个W本金

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2021-09-07

1

@ARK女神:?【當一個全職的股票投資者，生活真的會來得更舒適嗎❓】?

2021-08-31

1

@小虎周报:港股周策略：交投情緒回暖背景下，配置價值浮出水面

2021-07-03

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@Ivan_甘灿荣:直播時答對第一題的5位幸運用戶，來領獎吧，CME交易所旗下合約LV2行情卡一張，90天有效期，聽他們說下週到賬，可以查看一下： @Goodheart @coolpoon @sg28 @贏贏521 @藍調小王子 $NQ100指數主連(NQmain)$

2021-06-14

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@新股之火:港股的第一杯茶飲——奈雪的茶，不要急着喝

2021-06-13

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2021-06-08

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2021-06-08

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2021-06-07

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2021-06-07

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2021-06-01

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2021-06-01

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2021-05-27

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2021-05-18

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2021-05-18

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2021-05-13

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2021-05-13

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2021-05-12

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2021-05-12

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2021-05-09

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2021-05-09

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。你最開心的事情莫過於你沒有員工，不需要煩惱如果沒賺錢要如何給員工工錢，你只需要對自己和家人負責罷了。有的也","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813462031","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818195083,"gmtCreate":1630381736542,"gmtModify":1676530287209,"author":{"id":"3553691921143766","authorId":"3553691921143766","name":"150个W本金","avatar":"https://static.tigerbbs.com/a4241350b535a851258ea39da6d61628","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818195083","repostId":"811865248","repostType":1,"repost":{"id":811865248,"gmtCreate":1630310775681,"gmtModify":1676530264110,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"港股周策略：交投情緒回暖背景下，配置價值浮出水面","htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恆生指數(HSI)$</a> 上週漲超2%，算是本輪下跌以來較爲有力的一次修復，除了和主要成分股估值普遍進入歷史偏低區域有關外，相信也受益於技術上恆指觸及到季線的支持區域，料具備持續性。 從市場情緒上看，外資對中概股的交投情緒開始回暖是最直接的推力，不僅包括木頭姐的ARK基金開始抄底，從美國散戶聚集地“Reddit”上不斷升溫的中概股討論，也能窺看一二。於此同時，恆指指數成分股本身的調整也越來越向着更強增長，更高容錯的方向演變。 比如，招行將在9月的調整中被納入恆指便是佐證。今年國內銀行股跌幅普遍羸弱，包括規模最大的匯豐、建行和工行等，不少出現不同程度的跌幅，主打零售的招行（30%+）表現幾乎是一枝獨秀。迎合了投資者在選擇具有增長前景的銀行股方面的挑剔。 我們認爲，在資金存量相對充足，且在國內貨幣政策並沒有收緊的情況下，較難給AH市場帶來趨勢性的改變，換言之，仍然大概率保持當前既有的長牛格局之上。關於中資/中概的風格，我們認爲今年的風格，仍然像我們年初時判斷的一樣：即年內在通脹升溫，美元階段性喘息，全球復甦共振背景下，中國智造，出海型企業或是加分之選。<a href=\"https://laohu8.com/S/HSCEI\">$國企指數(HSCEI)$</a> <a href=\"https://laohu8.com/S/HSCCI\">$紅籌指數(HSCCI)$</a>","listText":"<a href=\"https://laohu8.com/S/HSI\">$恆生指數(HSI)$</a> 上週漲超2%，算是本輪下跌以來較爲有力的一次修復，除了和主要成分股估值普遍進入歷史偏低區域有關外，相信也受益於技術上恆指觸及到季線的支持區域，料具備持續性。 從市場情緒上看，外資對中概股的交投情緒開始回暖是最直接的推力，不僅包括木頭姐的ARK基金開始抄底，從美國散戶聚集地“Reddit”上不斷升溫的中概股討論，也能窺看一二。於此同時，恆指指數成分股本身的調整也越來越向着更強增長，更高容錯的方向演變。 比如，招行將在9月的調整中被納入恆指便是佐證。今年國內銀行股跌幅普遍羸弱，包括規模最大的匯豐、建行和工行等，不少出現不同程度的跌幅，主打零售的招行（30%+）表現幾乎是一枝獨秀。迎合了投資者在選擇具有增長前景的銀行股方面的挑剔。 我們認爲，在資金存量相對充足，且在國內貨幣政策並沒有收緊的情況下，較難給AH市場帶來趨勢性的改變，換言之，仍然大概率保持當前既有的長牛格局之上。關於中資/中概的風格，我們認爲今年的風格，仍然像我們年初時判斷的一樣：即年內在通脹升溫，美元階段性喘息，全球復甦共振背景下，中國智造，出海型企業或是加分之選。<a href=\"https://laohu8.com/S/HSCEI\">$國企指數(HSCEI)$</a> <a href=\"https://laohu8.com/S/HSCCI\">$紅籌指數(HSCCI)$</a>","text":"$恆生指數(HSI)$ 上週漲超2%，算是本輪下跌以來較爲有力的一次修復，除了和主要成分股估值普遍進入歷史偏低區域有關外，相信也受益於技術上恆指觸及到季線的支持區域，料具備持續性。 從市場情緒上看，外資對中概股的交投情緒開始回暖是最直接的推力，不僅包括木頭姐的ARK基金開始抄底，從美國散戶聚集地“Reddit”上不斷升溫的中概股討論，也能窺看一二。於此同時，恆指指數成分股本身的調整也越來越向着更強增長，更高容錯的方向演變。 比如，招行將在9月的調整中被納入恆指便是佐證。今年國內銀行股跌幅普遍羸弱，包括規模最大的匯豐、建行和工行等，不少出現不同程度的跌幅，主打零售的招行（30%+）表現幾乎是一枝獨秀。迎合了投資者在選擇具有增長前景的銀行股方面的挑剔。 我們認爲，在資金存量相對充足，且在國內貨幣政策並沒有收緊的情況下，較難給AH市場帶來趨勢性的改變，換言之，仍然大概率保持當前既有的長牛格局之上。關於中資/中概的風格，我們認爲今年的風格，仍然像我們年初時判斷的一樣：即年內在通脹升溫，美元階段性喘息，全球復甦共振背景下，中國智造，出海型企業或是加分之選。$國企指數(HSCEI)$ $紅籌指數(HSCCI)$","images":[{"img":"https://static.tigerbbs.com/041ea1bb3df63d62ea960e3c62f589ba","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811865248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152882225,"gmtCreate":1625280960167,"gmtModify":1703739902652,"author":{"id":"3553691921143766","authorId":"3553691921143766","name":"150个W本金","avatar":"https://static.tigerbbs.com/a4241350b535a851258ea39da6d61628","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152882225","repostId":"156558918","repostType":1,"repost":{"id":156558918,"gmtCreate":1625232126930,"gmtModify":1703738941504,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"直播時答對第一題的5位幸運用戶，來領獎吧，CME交易所旗下合約LV2行情卡一張，90天有效期，聽他們說下週到賬，可以查看一下： <a href=\"https://laohu8.com/U/3574472430501807\">@Goodheart</a> &nbsp;&nbsp;&nbsp;<a href=\"https://laohu8.com/U/3494844766458611\">@coolpoon</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/U/3570143539816389\">@sg28</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/U/3584920043929242\">@贏贏521</a> <a href=\"https://laohu8.com/U/71710170994728\">@藍調小王子</a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指數主連(NQmain)$</a>","listText":"直播時答對第一題的5位幸運用戶，來領獎吧，CME交易所旗下合約LV2行情卡一張，90天有效期，聽他們說下週到賬，可以查看一下： <a href=\"https://laohu8.com/U/3574472430501807\">@Goodheart</a> &nbsp;&nbsp;&nbsp;<a href=\"https://laohu8.com/U/3494844766458611\">@coolpoon</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/U/3570143539816389\">@sg28</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/U/3584920043929242\">@贏贏521</a> <a href=\"https://laohu8.com/U/71710170994728\">@藍調小王子</a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指數主連(NQmain)$</a>","text":"直播時答對第一題的5位幸運用戶，來領獎吧，CME交易所旗下合約LV2行情卡一張，90天有效期，聽他們說下週到賬，可以查看一下： @Goodheart @coolpoon @sg28 @贏贏521 @藍調小王子 $NQ100指數主連(NQmain)$","images":[{"img":"https://static.tigerbbs.com/281eabeb0a81d39d8a6fdb1b55c010d6","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156558918","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185958047,"gmtCreate":1623631292889,"gmtModify":1704207249364,"author":{"id":"3553691921143766","authorId":"3553691921143766","name":"150个W本金","avatar":"https://static.tigerbbs.com/a4241350b535a851258ea39da6d61628","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"1111","listText":"1111","text":"1111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185958047","repostId":"182344674","repostType":1,"repost":{"id":182344674,"gmtCreate":1623555672398,"gmtModify":1704206060180,"author":{"id":"3482723843284168","authorId":"3482723843284168","name":"新股之火","avatar":"https://static.tigerbbs.com/a9c6e6e9ea83354d7859213b65930a9e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"港股的第一杯茶飲——奈雪的茶，不要急着喝","htmlText":"一、漲幅50%無人賣 &nbsp;&nbsp;&nbsp;之前提到，時代天使約70萬人認購，中籤率也許會比想象中高，據說認購15萬股（乙11）穩中1手，現在，機構OTC盤有人叫價260元（漲幅50%）買入，但無人賣出，也算又是一個好消息了——有貨者惜售。 二、奈雪的茶 1、通過聆訊 &nbsp;&nbsp;6月6日，披露易網站公佈“奈雪的茶通過聆訊”的消息，預計下週即將招股，保薦人爲摩根大通、招銀國際和華泰金控 2、經營業績 &nbsp;&nbsp;根據灼識報告，按2020年零售消費總值計，奈雪的茶在中國高端現製茶飲店市場中爲第二大茶飲店品牌，市場份額爲18.9%（第一大茶飲店品牌喜茶份額爲27.7%）。茶飲店數量由2017年的44間迅速增長至2020年底的491間，於最後實際可行日期進一步增長至556間，擴張迅速。 &nbsp;&nbsp;&nbsp;&nbsp;2018年至2020年的收入（人民幣）分別約爲9.1億、22.9億和28.7億，複合增長率77.6%，相應的虧損分別爲0.7億、0.4億和2億，經調整淨虧損（非國際財務報告準則計量），2020年的利潤則爲0.17億，實現盈利。 &nbsp;&nbsp;&nbsp;&nbsp;就2018年和2019年的同店而言，奈雪的茶同店利潤率在2018年和2019年維持穩定，分別爲24.9%和25.3%，2020年受疫情影響，就2019年和2020年的同店而言，利潤率則只有13.5%，而2019年爲21%，下降明顯。2020年每單平均銷售價達到人民幣43元，在中國高端連鎖店中排名第一（行業均值爲35元）。隨着規模的快速擴張，以及疫情的影響，單店銷售額和每日訂單量的趨勢處於下降狀態。 3、公司原股東 &nbsp;&nbsp;奈雪的茶總部位於深圳，創始人是彭心和趙林，兩者名下各佔50%股權的公司Linxin Group擁有","listText":"一、漲幅50%無人賣 &nbsp;&nbsp;&nbsp;之前提到，時代天使約70萬人認購，中籤率也許會比想象中高，據說認購15萬股（乙11）穩中1手，現在，機構OTC盤有人叫價260元（漲幅50%）買入，但無人賣出，也算又是一個好消息了——有貨者惜售。 二、奈雪的茶 1、通過聆訊 &nbsp;&nbsp;6月6日，披露易網站公佈“奈雪的茶通過聆訊”的消息，預計下週即將招股，保薦人爲摩根大通、招銀國際和華泰金控 2、經營業績 &nbsp;&nbsp;根據灼識報告，按2020年零售消費總值計，奈雪的茶在中國高端現製茶飲店市場中爲第二大茶飲店品牌，市場份額爲18.9%（第一大茶飲店品牌喜茶份額爲27.7%）。茶飲店數量由2017年的44間迅速增長至2020年底的491間，於最後實際可行日期進一步增長至556間，擴張迅速。 &nbsp;&nbsp;&nbsp;&nbsp;2018年至2020年的收入（人民幣）分別約爲9.1億、22.9億和28.7億，複合增長率77.6%，相應的虧損分別爲0.7億、0.4億和2億，經調整淨虧損（非國際財務報告準則計量），2020年的利潤則爲0.17億，實現盈利。 &nbsp;&nbsp;&nbsp;&nbsp;就2018年和2019年的同店而言，奈雪的茶同店利潤率在2018年和2019年維持穩定，分別爲24.9%和25.3%，2020年受疫情影響，就2019年和2020年的同店而言，利潤率則只有13.5%，而2019年爲21%，下降明顯。2020年每單平均銷售價達到人民幣43元，在中國高端連鎖店中排名第一（行業均值爲35元）。隨着規模的快速擴張，以及疫情的影響，單店銷售額和每日訂單量的趨勢處於下降狀態。 3、公司原股東 &nbsp;&nbsp;奈雪的茶總部位於深圳，創始人是彭心和趙林，兩者名下各佔50%股權的公司Linxin Group擁有","text":"一、漲幅50%無人賣 之前提到，時代天使約70萬人認購，中籤率也許會比想象中高，據說認購15萬股（乙11）穩中1手，現在，機構OTC盤有人叫價260元（漲幅50%）買入，但無人賣出，也算又是一個好消息了——有貨者惜售。 二、奈雪的茶 1、通過聆訊 6月6日，披露易網站公佈“奈雪的茶通過聆訊”的消息，預計下週即將招股，保薦人爲摩根大通、招銀國際和華泰金控 2、經營業績 根據灼識報告，按2020年零售消費總值計，奈雪的茶在中國高端現製茶飲店市場中爲第二大茶飲店品牌，市場份額爲18.9%（第一大茶飲店品牌喜茶份額爲27.7%）。茶飲店數量由2017年的44間迅速增長至2020年底的491間，於最後實際可行日期進一步增長至556間，擴張迅速。 2018年至2020年的收入（人民幣）分別約爲9.1億、22.9億和28.7億，複合增長率77.6%，相應的虧損分別爲0.7億、0.4億和2億，經調整淨虧損（非國際財務報告準則計量），2020年的利潤則爲0.17億，實現盈利。 就2018年和2019年的同店而言，奈雪的茶同店利潤率在2018年和2019年維持穩定，分別爲24.9%和25.3%，2020年受疫情影響，就2019年和2020年的同店而言，利潤率則只有13.5%，而2019年爲21%，下降明顯。2020年每單平均銷售價達到人民幣43元，在中國高端連鎖店中排名第一（行業均值爲35元）。隨着規模的快速擴張，以及疫情的影響，單店銷售額和每日訂單量的趨勢處於下降狀態。 3、公司原股東 奈雪的茶總部位於深圳，創始人是彭心和趙林，兩者名下各佔50%股權的公司Linxin 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1. 你手頭上有沒有很多負擔像是房貸，車貸，家裏的開銷，還是卡債。然後你得問一下你自己你喜歡投資嗎，喜歡股票嗎❓?當全職投資者，是個很納悶的工作。你除了每天看着股票，研究股票，你也需要有朋友一起聊聊股票，一起訴苦，不然的話日子也是很難過的。 2. 不單單只是投資而已，你也需要分配好資金，比如一些資金是投資成長的公司，一些是投機在高風險的股票賺取零用錢，別聽那些人說一定要長期投資還是持有，那是因爲他們買在高點所以中套了才那麼說。不是每個人都有那個耐心，你如果是個全職投資者，你也是需要吃飯，所以投機也是個必學的功夫。如果你的生活是靠股市來生活，你需要很大的勇氣才能當一個全職投資者。每個人都有個人的方法，但是最重要是你需要賺到錢。 3. 股市好還是壞其實也能賺到錢，你學完了全部的基本面和技術面也不一定包你在股市裏賺到錢，其實最重要的是你需穩定的情緒管理，資金的管理和各種各樣在股市裏的經驗。你需要嘗試過輸錢的經歷和賺錢的感受，但是你必須達到一個目標就是輸錢或贏錢時你也不會有什麼感受。這一點應該每個人都很難做到吧！所以我想說，不是每個人能承受這種壓力。當你是個員工，你基本上可以過個簡單的生活，也不需要煩惱金錢上的問題，你每個月都會得到穩定的收入，你只會煩惱你完成工作的期限以及需要完成什麼工作給老闆罷了。 5. 當一個全職股票投資者，你的思想思維就要像一個老闆在做生意那樣，然後把你的資金變大，如何管理好你的資金，然後保持賺錢的狀態(贏多輸少) 。你最開心的事情莫過於你沒有員工，不需要煩惱如果沒賺錢要如何給員工工錢，你只需要對自己和家人負責罷了。有的也","listText":"身爲一個全職股票投資者，首先，你一定要有一定的本錢與良好的成績你纔好考慮當個全職股票投資者。要不然你很大可能會放棄，因爲你需要承受太多壓力，好比金錢上的壓力是每個人最大的煩惱。在你想要當全職股票投資者時，你需要好好考慮好幾件事情才做決定。 1. 你手頭上有沒有很多負擔像是房貸，車貸，家裏的開銷，還是卡債。然後你得問一下你自己你喜歡投資嗎，喜歡股票嗎❓?當全職投資者，是個很納悶的工作。你除了每天看着股票，研究股票，你也需要有朋友一起聊聊股票，一起訴苦，不然的話日子也是很難過的。 2. 不單單只是投資而已，你也需要分配好資金，比如一些資金是投資成長的公司，一些是投機在高風險的股票賺取零用錢，別聽那些人說一定要長期投資還是持有，那是因爲他們買在高點所以中套了才那麼說。不是每個人都有那個耐心，你如果是個全職投資者，你也是需要吃飯，所以投機也是個必學的功夫。如果你的生活是靠股市來生活，你需要很大的勇氣才能當一個全職投資者。每個人都有個人的方法，但是最重要是你需要賺到錢。 3. 股市好還是壞其實也能賺到錢，你學完了全部的基本面和技術面也不一定包你在股市裏賺到錢，其實最重要的是你需穩定的情緒管理，資金的管理和各種各樣在股市裏的經驗。你需要嘗試過輸錢的經歷和賺錢的感受，但是你必須達到一個目標就是輸錢或贏錢時你也不會有什麼感受。這一點應該每個人都很難做到吧！所以我想說，不是每個人能承受這種壓力。當你是個員工，你基本上可以過個簡單的生活，也不需要煩惱金錢上的問題，你每個月都會得到穩定的收入，你只會煩惱你完成工作的期限以及需要完成什麼工作給老闆罷了。 5. 當一個全職股票投資者，你的思想思維就要像一個老闆在做生意那樣，然後把你的資金變大，如何管理好你的資金，然後保持賺錢的狀態(贏多輸少) 。你最開心的事情莫過於你沒有員工，不需要煩惱如果沒賺錢要如何給員工工錢，你只需要對自己和家人負責罷了。有的也","text":"身爲一個全職股票投資者，首先，你一定要有一定的本錢與良好的成績你纔好考慮當個全職股票投資者。要不然你很大可能會放棄，因爲你需要承受太多壓力，好比金錢上的壓力是每個人最大的煩惱。在你想要當全職股票投資者時，你需要好好考慮好幾件事情才做決定。 1. 你手頭上有沒有很多負擔像是房貸，車貸，家裏的開銷，還是卡債。然後你得問一下你自己你喜歡投資嗎，喜歡股票嗎❓?當全職投資者，是個很納悶的工作。你除了每天看着股票，研究股票，你也需要有朋友一起聊聊股票，一起訴苦，不然的話日子也是很難過的。 2. 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比如，招行將在9月的調整中被納入恆指便是佐證。今年國內銀行股跌幅普遍羸弱，包括規模最大的匯豐、建行和工行等，不少出現不同程度的跌幅，主打零售的招行（30%+）表現幾乎是一枝獨秀。迎合了投資者在選擇具有增長前景的銀行股方面的挑剔。 我們認爲，在資金存量相對充足，且在國內貨幣政策並沒有收緊的情況下，較難給AH市場帶來趨勢性的改變，換言之，仍然大概率保持當前既有的長牛格局之上。關於中資/中概的風格，我們認爲今年的風格，仍然像我們年初時判斷的一樣：即年內在通脹升溫，美元階段性喘息，全球復甦共振背景下，中國智造，出海型企業或是加分之選。<a href=\"https://laohu8.com/S/HSCEI\">$國企指數(HSCEI)$</a> <a href=\"https://laohu8.com/S/HSCCI\">$紅籌指數(HSCCI)$</a>","text":"$恆生指數(HSI)$ 上週漲超2%，算是本輪下跌以來較爲有力的一次修復，除了和主要成分股估值普遍進入歷史偏低區域有關外，相信也受益於技術上恆指觸及到季線的支持區域，料具備持續性。 從市場情緒上看，外資對中概股的交投情緒開始回暖是最直接的推力，不僅包括木頭姐的ARK基金開始抄底，從美國散戶聚集地“Reddit”上不斷升溫的中概股討論，也能窺看一二。於此同時，恆指指數成分股本身的調整也越來越向着更強增長，更高容錯的方向演變。 比如，招行將在9月的調整中被納入恆指便是佐證。今年國內銀行股跌幅普遍羸弱，包括規模最大的匯豐、建行和工行等，不少出現不同程度的跌幅，主打零售的招行（30%+）表現幾乎是一枝獨秀。迎合了投資者在選擇具有增長前景的銀行股方面的挑剔。 我們認爲，在資金存量相對充足，且在國內貨幣政策並沒有收緊的情況下，較難給AH市場帶來趨勢性的改變，換言之，仍然大概率保持當前既有的長牛格局之上。關於中資/中概的風格，我們認爲今年的風格，仍然像我們年初時判斷的一樣：即年內在通脹升溫，美元階段性喘息，全球復甦共振背景下，中國智造，出海型企業或是加分之選。$國企指數(HSCEI)$ 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&nbsp;&nbsp;&nbsp;之前提到，時代天使約70萬人認購，中籤率也許會比想象中高，據說認購15萬股（乙11）穩中1手，現在，機構OTC盤有人叫價260元（漲幅50%）買入，但無人賣出，也算又是一個好消息了——有貨者惜售。 二、奈雪的茶 1、通過聆訊 &nbsp;&nbsp;6月6日，披露易網站公佈“奈雪的茶通過聆訊”的消息，預計下週即將招股，保薦人爲摩根大通、招銀國際和華泰金控 2、經營業績 &nbsp;&nbsp;根據灼識報告，按2020年零售消費總值計，奈雪的茶在中國高端現製茶飲店市場中爲第二大茶飲店品牌，市場份額爲18.9%（第一大茶飲店品牌喜茶份額爲27.7%）。茶飲店數量由2017年的44間迅速增長至2020年底的491間，於最後實際可行日期進一步增長至556間，擴張迅速。 &nbsp;&nbsp;&nbsp;&nbsp;2018年至2020年的收入（人民幣）分別約爲9.1億、22.9億和28.7億，複合增長率77.6%，相應的虧損分別爲0.7億、0.4億和2億，經調整淨虧損（非國際財務報告準則計量），2020年的利潤則爲0.17億，實現盈利。 &nbsp;&nbsp;&nbsp;&nbsp;就2018年和2019年的同店而言，奈雪的茶同店利潤率在2018年和2019年維持穩定，分別爲24.9%和25.3%，2020年受疫情影響，就2019年和2020年的同店而言，利潤率則只有13.5%，而2019年爲21%，下降明顯。2020年每單平均銷售價達到人民幣43元，在中國高端連鎖店中排名第一（行業均值爲35元）。隨着規模的快速擴張，以及疫情的影響，單店銷售額和每日訂單量的趨勢處於下降狀態。 3、公司原股東 &nbsp;&nbsp;奈雪的茶總部位於深圳，創始人是彭心和趙林，兩者名下各佔50%股權的公司Linxin Group擁有","listText":"一、漲幅50%無人賣 &nbsp;&nbsp;&nbsp;之前提到，時代天使約70萬人認購，中籤率也許會比想象中高，據說認購15萬股（乙11）穩中1手，現在，機構OTC盤有人叫價260元（漲幅50%）買入，但無人賣出，也算又是一個好消息了——有貨者惜售。 二、奈雪的茶 1、通過聆訊 &nbsp;&nbsp;6月6日，披露易網站公佈“奈雪的茶通過聆訊”的消息，預計下週即將招股，保薦人爲摩根大通、招銀國際和華泰金控 2、經營業績 &nbsp;&nbsp;根據灼識報告，按2020年零售消費總值計，奈雪的茶在中國高端現製茶飲店市場中爲第二大茶飲店品牌，市場份額爲18.9%（第一大茶飲店品牌喜茶份額爲27.7%）。茶飲店數量由2017年的44間迅速增長至2020年底的491間，於最後實際可行日期進一步增長至556間，擴張迅速。 &nbsp;&nbsp;&nbsp;&nbsp;2018年至2020年的收入（人民幣）分別約爲9.1億、22.9億和28.7億，複合增長率77.6%，相應的虧損分別爲0.7億、0.4億和2億，經調整淨虧損（非國際財務報告準則計量），2020年的利潤則爲0.17億，實現盈利。 &nbsp;&nbsp;&nbsp;&nbsp;就2018年和2019年的同店而言，奈雪的茶同店利潤率在2018年和2019年維持穩定，分別爲24.9%和25.3%，2020年受疫情影響，就2019年和2020年的同店而言，利潤率則只有13.5%，而2019年爲21%，下降明顯。2020年每單平均銷售價達到人民幣43元，在中國高端連鎖店中排名第一（行業均值爲35元）。隨着規模的快速擴張，以及疫情的影響，單店銷售額和每日訂單量的趨勢處於下降狀態。 3、公司原股東 &nbsp;&nbsp;奈雪的茶總部位於深圳，創始人是彭心和趙林，兩者名下各佔50%股權的公司Linxin Group擁有","text":"一、漲幅50%無人賣 之前提到，時代天使約70萬人認購，中籤率也許會比想象中高，據說認購15萬股（乙11）穩中1手，現在，機構OTC盤有人叫價260元（漲幅50%）買入，但無人賣出，也算又是一個好消息了——有貨者惜售。 二、奈雪的茶 1、通過聆訊 6月6日，披露易網站公佈“奈雪的茶通過聆訊”的消息，預計下週即將招股，保薦人爲摩根大通、招銀國際和華泰金控 2、經營業績 根據灼識報告，按2020年零售消費總值計，奈雪的茶在中國高端現製茶飲店市場中爲第二大茶飲店品牌，市場份額爲18.9%（第一大茶飲店品牌喜茶份額爲27.7%）。茶飲店數量由2017年的44間迅速增長至2020年底的491間，於最後實際可行日期進一步增長至556間，擴張迅速。 2018年至2020年的收入（人民幣）分別約爲9.1億、22.9億和28.7億，複合增長率77.6%，相應的虧損分別爲0.7億、0.4億和2億，經調整淨虧損（非國際財務報告準則計量），2020年的利潤則爲0.17億，實現盈利。 就2018年和2019年的同店而言，奈雪的茶同店利潤率在2018年和2019年維持穩定，分別爲24.9%和25.3%，2020年受疫情影響，就2019年和2020年的同店而言，利潤率則只有13.5%，而2019年爲21%，下降明顯。2020年每單平均銷售價達到人民幣43元，在中國高端連鎖店中排名第一（行業均值爲35元）。隨着規模的快速擴張，以及疫情的影響，單店銷售額和每日訂單量的趨勢處於下降狀態。 3、公司原股東 奈雪的茶總部位於深圳，創始人是彭心和趙林，兩者名下各佔50%股權的公司Linxin 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