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Davyc3
2021-01-05
Great ariticle, would you like to share it?
@小虎周报:2020年牛股大放送:哪些股票仍然值得期待?
Davyc3
2021-01-13
Great ariticle, would you like to share it?
@少年维特:百度的估值修訂:1000億美元應該是個起點
Davyc3
2021-01-13
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@扑克投资家:美國越來越像10年前的中國,而中國像10年前的美國
Davyc3
2021-01-13
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@空军大队长:感動哭了,終於賺到了狗錢
Davyc3
2021-01-13
Great ariticle, would you like to share it?
@财富密码团:
$特斯拉(TSLA)$
盡賺39萬美金,勝利屬於長期主義者。從19年開始建倉,陸陸續續從200塊買到1500塊(拆股前)。目前總共持有630股,成本一共8.4萬,目前價值47.4萬。過去一年的時間,特斯拉一路從不到100美金(拆股後),漲到了現在的753美金。這過程中,無數媒體一路高喊特斯拉被高估,特斯拉是泡沫。身邊也有很多人賺了40%、50%就賣了,想等股價跌下來再買入。但無論周圍噪聲有多大,自己始終沒有賣出任何一股。因爲在買入特斯拉之前,自己已經做過了深度的研究,發自內心看好這家公司的未來。從買入的第一股開始,就決定做一個長期投資者。分享三點我的感悟,希望對大家以後的投資會有所幫助。1. 不要隨波逐流,人云亦云。很多人喜歡追熱點,看別人在買什麼也跟進買。還有一些人別人看衰某家公司,自己也跟着看衰。這些隨大流的行爲大概率最終都會讓自己損失慘重。對任何公司,都要自己親自研究,彙集各方觀點,形成自己的判斷。2. 堅守自己的判斷。看好某家公司買入股票後,你的身邊一定隨時都會有很多噪音,不管是來自媒體還是身邊朋友。當你發現他們的觀點和你的不同時,不要輕易被別人影響而否定自己。如果你的判斷是經過深度研究後得出的,請堅守!3. 這是最最最最重要的一點!一定要:做時間的朋友!很多人沒意識到,時間所帶來的複利效應纔是財富最強的放大器。管住自己的手,不要頻繁操作頻繁交易。耐心地做一名股東,享受世界上最優秀企業爲你打工帶來的紅利!
Davyc3
2021-01-13
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@小虎老师:港股Level 2高級行情免費開放,助你第一時間get市場行情
Davyc3
2021-01-09
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@小虎周报:2020年牛股大放送:哪些股票仍然值得期待?
Davyc3
2021-01-09
Great ariticle, would you like to share it?
@小虎周报:2020年牛股大放送:哪些股票仍然值得期待?
Davyc3
2021-02-07
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@遇见阿尔法:WSB重拳出擊,GME爆拉202%,驚呆華爾街,還有什麼毛票在WSB的watchlist上?
Davyc3
2021-02-07
Great ariticle, would you like to share it?
@小虎AV: 【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$
Davyc3
2021-02-07
Great ariticle, would you like to share it?
@小虎AV: 【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$
Davyc3
2021-02-07
Great ariticle, would you like to share it?
@三思期权:散戶如何用期權拉爆百億美元對衝基金
Davyc3
2021-01-28
nice
What Might The New ARK Space Exploration ETF Look Like?
Davyc3
2021-01-22
Good read
全球大通胀,近在咫尺
Davyc3
2021-01-20
Nicely written
Stimulus is nice. But here's what Biden really needs to fix the economy
Davyc3
2021-01-16
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@胖虎哒哒:原本Roblox計劃2020年底上市,但是據說因爲公司老闆認爲公司被低估了,於是決定延遲上市,最近公司拿到了5.2億美元的最新一輪融資,還有各種傳聞說這家公司會選擇DPO(直接上市)上市,直接上市的優點就是繞過了華爾街的承銷商,沒有了股東鎖定期,相比IPO節省了一大筆銀行承銷費用。$Roblox Corporation(RBLX)$ 下面根據公司之前發佈的招股書,一起了解一下Roblox爲何這麼有底氣對華爾街說不?Roblox提出的元宇宙是什麼?一打開Roblox的招股書我就看到了公司總覽裏寫的元宇宙,估計很多人和我一樣都不明白元宇宙是什麼,於是我google了一下。1992年,作家尼爾.史蒂芬森(Neal Stephenson)寫了一本小說叫《雪崩》,在這部小說中,人類通過軟件代理人,在一個虛擬三維空間中生活。史蒂芬森將這種現實世界的隱喻稱爲元宇宙。從概念上講,元宇宙結合了互聯網、遊戲、社交網絡和虛擬技術,爲人類進行數字化創造奠定了基礎。而當這些技術融合在一起時,又衍生出一種全新的、身臨其境的數字生活。而Roblox公司的使命就是打造這樣一個身臨其境的遊戲平臺將全世界都連接在一起。在Roblox,你可以和朋友、家人一起玩遊戲、你也可以自己創造遊戲,創造遊戲你還能獲得網站的虛擬貨幣Robux,這種虛擬幣類似B站的B幣,但是B幣只能用貨幣購買,而Robux還可以兌換成真實的貨幣。簡單來說,Roblox構想的元宇宙是,開發者創造遊戲獲取Robux,用戶在Roblox玩遊戲也可以買Robux來促進遊戲的升級迭代,而Robux可以兌換成開發者現實生活中所需要的貨幣。隨着互聯網技術的不斷髮展,AR和VR技術的不斷先進,Roblox的虛擬世界將越來越接近現實世界,平
Davyc3
2021-01-14
//
@Davyc3
:Great ariticle, would you like to share it?
@少年维特:百度的估值修訂:1000億美元應該是個起點
Davyc3
2021-01-13
Great ariticle, would you like to share it?
@云书:老虎中國銀行入金So easy!
Davyc3
2021-01-13
Let’s go
Davyc3
2021-01-12
Great ariticle, would you like to share it?
@扑克投资家:三次變革:美國投行的財富管理演進史
Go to Tiger App to see more news
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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389054245","repostId":"319800435","repostType":1,"repost":{"id":319800435,"gmtCreate":1611550440000,"gmtModify":1704860721483,"author":{"id":"3572665123406643","authorId":"3572665123406643","name":"遇见阿尔法","avatar":"https://static.tigerbbs.com/6fb37015e68acc6d5aa9e0142e18dea1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572665123406643","authorIdStr":"3572665123406643"},"themes":[],"title":"WSB重拳出擊,GME爆拉202%,驚呆華爾街,還有什麼毛票在WSB的watchlist上?","htmlText":"閱讀本文風險提示:毛票有危險,跟風需謹慎,本文只是單純總結WSB討論度最熱list,不做任何推薦。 週五GME狂拉51%驚呆了華爾街,WSB開始頻頻被文章提及。WSB是Wall Street Bet的縮寫,是Reddit論壇的一個分區。羣裏的教徒熱衷毛票,賭末日otm看漲期權致富。這樣一羣瘋狂的散戶,愣是將GME炒到了2倍。機構也遭到了WSB教徒的衝拳出擊,看衰GME的香櫞被WSB網友瘋狂攻擊,高管被問候家人,社交媒體賬號被迫新開賬號。週五大盤微跌情況下,WSB平均收益爲22.4%。 潛伏在WSB論壇一天一夜,本公衆號爲各位投資者總結了繼GME後備受關注的股票: 股票ticker 行業類型 備註 BB 無線通信解決技術公司 利好消息:企業轉型:黑莓設備、黑莓企業軟件服務、黑莓通訊工具,以及QNX嵌入式軟件業務及車載系統市場 PLTR 大數據分析公司 WSB網友預測三個月內股價達到$40 AMC* 院線娛樂公司 WSB的下一個short squeeze target LOVE 傢俱製造商 BBBY* 牀上用品商店 WSB網友預測股價達到$38 Plug 充電樁 Kerridsdale Capital 發佈做空報告後被大量wsb網民抨擊 SPWR 太陽能儲能系統 被WSB網友寄以厚望,yolo帖子最熱門的股票 CCIV SPAC殼公司 與THCB並列討論度最熱門的spac股票 (*wsb網友給出的amc short squeeze圖) (*wsb網友給出的bbby short squeeze圖) 除上述top 8股票以外,ICLN, TSLA, APPL, AMD, NOK, BABA 也在活躍討論的股票list之列。希望這篇文章,對那些週五GME 暴漲有所困惑的投資者解惑,並提煉出最受WSB網友關注的八大股票,或許他們中的一個就是下一個GME。 關注遇見阿爾法,我們將爲你帶來","listText":"閱讀本文風險提示:毛票有危險,跟風需謹慎,本文只是單純總結WSB討論度最熱list,不做任何推薦。 週五GME狂拉51%驚呆了華爾街,WSB開始頻頻被文章提及。WSB是Wall Street Bet的縮寫,是Reddit論壇的一個分區。羣裏的教徒熱衷毛票,賭末日otm看漲期權致富。這樣一羣瘋狂的散戶,愣是將GME炒到了2倍。機構也遭到了WSB教徒的衝拳出擊,看衰GME的香櫞被WSB網友瘋狂攻擊,高管被問候家人,社交媒體賬號被迫新開賬號。週五大盤微跌情況下,WSB平均收益爲22.4%。 潛伏在WSB論壇一天一夜,本公衆號爲各位投資者總結了繼GME後備受關注的股票: 股票ticker 行業類型 備註 BB 無線通信解決技術公司 利好消息:企業轉型:黑莓設備、黑莓企業軟件服務、黑莓通訊工具,以及QNX嵌入式軟件業務及車載系統市場 PLTR 大數據分析公司 WSB網友預測三個月內股價達到$40 AMC* 院線娛樂公司 WSB的下一個short squeeze target LOVE 傢俱製造商 BBBY* 牀上用品商店 WSB網友預測股價達到$38 Plug 充電樁 Kerridsdale Capital 發佈做空報告後被大量wsb網民抨擊 SPWR 太陽能儲能系統 被WSB網友寄以厚望,yolo帖子最熱門的股票 CCIV SPAC殼公司 與THCB並列討論度最熱門的spac股票 (*wsb網友給出的amc short squeeze圖) (*wsb網友給出的bbby short squeeze圖) 除上述top 8股票以外,ICLN, TSLA, APPL, AMD, NOK, BABA 也在活躍討論的股票list之列。希望這篇文章,對那些週五GME 暴漲有所困惑的投資者解惑,並提煉出最受WSB網友關注的八大股票,或許他們中的一個就是下一個GME。 關注遇見阿爾法,我們將爲你帶來","text":"閱讀本文風險提示:毛票有危險,跟風需謹慎,本文只是單純總結WSB討論度最熱list,不做任何推薦。 週五GME狂拉51%驚呆了華爾街,WSB開始頻頻被文章提及。WSB是Wall Street Bet的縮寫,是Reddit論壇的一個分區。羣裏的教徒熱衷毛票,賭末日otm看漲期權致富。這樣一羣瘋狂的散戶,愣是將GME炒到了2倍。機構也遭到了WSB教徒的衝拳出擊,看衰GME的香櫞被WSB網友瘋狂攻擊,高管被問候家人,社交媒體賬號被迫新開賬號。週五大盤微跌情況下,WSB平均收益爲22.4%。 潛伏在WSB論壇一天一夜,本公衆號爲各位投資者總結了繼GME後備受關注的股票: 股票ticker 行業類型 備註 BB 無線通信解決技術公司 利好消息:企業轉型:黑莓設備、黑莓企業軟件服務、黑莓通訊工具,以及QNX嵌入式軟件業務及車載系統市場 PLTR 大數據分析公司 WSB網友預測三個月內股價達到$40 AMC* 院線娛樂公司 WSB的下一個short squeeze target LOVE 傢俱製造商 BBBY* 牀上用品商店 WSB網友預測股價達到$38 Plug 充電樁 Kerridsdale Capital 發佈做空報告後被大量wsb網民抨擊 SPWR 太陽能儲能系統 被WSB網友寄以厚望,yolo帖子最熱門的股票 CCIV SPAC殼公司 與THCB並列討論度最熱門的spac股票 (*wsb網友給出的amc short squeeze圖) (*wsb網友給出的bbby short squeeze圖) 除上述top 8股票以外,ICLN, TSLA, APPL, AMD, NOK, BABA 也在活躍討論的股票list之列。希望這篇文章,對那些週五GME 暴漲有所困惑的投資者解惑,並提煉出最受WSB網友關注的八大股票,或許他們中的一個就是下一個GME。 關注遇見阿爾法,我們將爲你帶來","images":[{"img":"https://static.tigerbbs.com/8188596a191e42e1b2538899174db309","width":"375","height":"375"},{"img":"https://static.tigerbbs.com/35c034e1af904842ba7dea721068106e","width":"977","height":"377"},{"img":"https://static.tigerbbs.com/05029aa08fb64889adb738d69cbba537","width":"977","height":"402"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319800435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389054645,"gmtCreate":1612635846787,"gmtModify":1704873300288,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389054645","repostId":"311243649","repostType":1,"repost":{"id":311243649,"gmtCreate":1611804462472,"gmtModify":1704863718764,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$\n \n","listText":"【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$","text":"【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311243649","isVote":1,"tweetType":2,"object":{"id":"ce75dde2879e4f3c932882c54b24c219","tweetId":"311243649","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/51dce7e95285890813402890327/f0.mp4","poster":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389054842,"gmtCreate":1612635828886,"gmtModify":1704873300125,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389054842","repostId":"311243649","repostType":1,"repost":{"id":311243649,"gmtCreate":1611804462472,"gmtModify":1704863718764,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$\n \n","listText":"【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$","text":"【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311243649","isVote":1,"tweetType":2,"object":{"id":"ce75dde2879e4f3c932882c54b24c219","tweetId":"311243649","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/51dce7e95285890813402890327/f0.mp4","poster":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389054148,"gmtCreate":1612635812484,"gmtModify":1704873299800,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389054148","repostId":"313256601","repostType":1,"repost":{"id":313256601,"gmtCreate":1611728402097,"gmtModify":1704862403019,"author":{"id":"3451551789721456","authorId":"3451551789721456","name":"三思期权","avatar":"https://static.tigerbbs.com/92ce49aa82ca7a11be1af4fd293beba8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451551789721456","authorIdStr":"3451551789721456"},"themes":[],"title":"散戶如何用期權拉爆百億美元對衝基金","htmlText":"上週國內娛樂界的瓜讓網民吃的有點難消化。剛緩過神來,這幾天中英文媒體給大家帶來一件金融界的大瓜。這就是美股散戶大戰對衝基金之戰場Gamestop(遊戲驛站,股票代號GME) !在散戶的爆拉之下,GME股價不僅一飛沖天,甚至把華爾街的明星對衝基金給拉爆了倉。<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a> 主流媒體以及自媒體都報道了基本事實經過,但是我們希望通過專業期權交易者的視角來給大家解讀一下,爲什麼幾個螞蟻湊一塊,就能把華爾街的大象給扳倒。首先,這個故事得從GME這個股票講起。 1. 垃圾股的轉折 GME這家遊戲實體店這些年經營一直在走下坡路,去年3月股價一度跌到3美金一下。妥妥的成爲了一隻垃圾股。然而今年1月11號,出現了一個轉折點。前寵物電商Chewy的創始人RyanCohen在2020年相繼大量購入遊戲驛站股票,成爲公司第二大股東。 RyanCohen是誰?在2011年,25歲的Ryan創建了寵物食品和寵物用品垂直零售電商Chewy。2016年Chewy就已經是全美最大的線上寵物用品商店。2017年全美最大寵物商店以33.5億美金收購Chewy,以最大電商收購進入史冊。Ryan實現了自己的小目標之後,出巨資買入620萬股蘋果股票,成爲蘋果最大個人投資人。 這位激進的投資人去年11月時,曾寫信給遊戲驛站董事會,督促他們儘早做戰略轉型,把公司做成遊戲界的亞馬遜。不知道期間發生了什麼,但今年1月11號,Ryan帶着兩名戰友進入到遊戲驛站的董事會。 基於Ryan在Chewy上的成功,股民網友粉絲覺得他很有實力將這家落寞的實體店打造成遊戲界的奈飛,亞馬遜。這纔出現了後面的飛漲和多空博弈。 2. 香櫞離場 1月12號遊戲驛站的股價反應平平,13號開始跳漲,開始一直北上。1月19號股價還在40美金左右的時候,香櫞坐不住了,不知","listText":"上週國內娛樂界的瓜讓網民吃的有點難消化。剛緩過神來,這幾天中英文媒體給大家帶來一件金融界的大瓜。這就是美股散戶大戰對衝基金之戰場Gamestop(遊戲驛站,股票代號GME) !在散戶的爆拉之下,GME股價不僅一飛沖天,甚至把華爾街的明星對衝基金給拉爆了倉。<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a> 主流媒體以及自媒體都報道了基本事實經過,但是我們希望通過專業期權交易者的視角來給大家解讀一下,爲什麼幾個螞蟻湊一塊,就能把華爾街的大象給扳倒。首先,這個故事得從GME這個股票講起。 1. 垃圾股的轉折 GME這家遊戲實體店這些年經營一直在走下坡路,去年3月股價一度跌到3美金一下。妥妥的成爲了一隻垃圾股。然而今年1月11號,出現了一個轉折點。前寵物電商Chewy的創始人RyanCohen在2020年相繼大量購入遊戲驛站股票,成爲公司第二大股東。 RyanCohen是誰?在2011年,25歲的Ryan創建了寵物食品和寵物用品垂直零售電商Chewy。2016年Chewy就已經是全美最大的線上寵物用品商店。2017年全美最大寵物商店以33.5億美金收購Chewy,以最大電商收購進入史冊。Ryan實現了自己的小目標之後,出巨資買入620萬股蘋果股票,成爲蘋果最大個人投資人。 這位激進的投資人去年11月時,曾寫信給遊戲驛站董事會,督促他們儘早做戰略轉型,把公司做成遊戲界的亞馬遜。不知道期間發生了什麼,但今年1月11號,Ryan帶着兩名戰友進入到遊戲驛站的董事會。 基於Ryan在Chewy上的成功,股民網友粉絲覺得他很有實力將這家落寞的實體店打造成遊戲界的奈飛,亞馬遜。這纔出現了後面的飛漲和多空博弈。 2. 香櫞離場 1月12號遊戲驛站的股價反應平平,13號開始跳漲,開始一直北上。1月19號股價還在40美金左右的時候,香櫞坐不住了,不知","text":"上週國內娛樂界的瓜讓網民吃的有點難消化。剛緩過神來,這幾天中英文媒體給大家帶來一件金融界的大瓜。這就是美股散戶大戰對衝基金之戰場Gamestop(遊戲驛站,股票代號GME) !在散戶的爆拉之下,GME股價不僅一飛沖天,甚至把華爾街的明星對衝基金給拉爆了倉。$遊戲驛站(GME)$ 主流媒體以及自媒體都報道了基本事實經過,但是我們希望通過專業期權交易者的視角來給大家解讀一下,爲什麼幾個螞蟻湊一塊,就能把華爾街的大象給扳倒。首先,這個故事得從GME這個股票講起。 1. 垃圾股的轉折 GME這家遊戲實體店這些年經營一直在走下坡路,去年3月股價一度跌到3美金一下。妥妥的成爲了一隻垃圾股。然而今年1月11號,出現了一個轉折點。前寵物電商Chewy的創始人RyanCohen在2020年相繼大量購入遊戲驛站股票,成爲公司第二大股東。 RyanCohen是誰?在2011年,25歲的Ryan創建了寵物食品和寵物用品垂直零售電商Chewy。2016年Chewy就已經是全美最大的線上寵物用品商店。2017年全美最大寵物商店以33.5億美金收購Chewy,以最大電商收購進入史冊。Ryan實現了自己的小目標之後,出巨資買入620萬股蘋果股票,成爲蘋果最大個人投資人。 這位激進的投資人去年11月時,曾寫信給遊戲驛站董事會,督促他們儘早做戰略轉型,把公司做成遊戲界的亞馬遜。不知道期間發生了什麼,但今年1月11號,Ryan帶着兩名戰友進入到遊戲驛站的董事會。 基於Ryan在Chewy上的成功,股民網友粉絲覺得他很有實力將這家落寞的實體店打造成遊戲界的奈飛,亞馬遜。這纔出現了後面的飛漲和多空博弈。 2. 香櫞離場 1月12號遊戲驛站的股價反應平平,13號開始跳漲,開始一直北上。1月19號股價還在40美金左右的時候,香櫞坐不住了,不知","images":[{"img":"https://static.tigerbbs.com/bba0a941cbbcb160413039eb0b2b388c","width":"796","height":"300"},{"img":"https://static.tigerbbs.com/e79ef086d9f2b2d01656da9b87e38769","width":"821","height":"407"},{"img":"https://static.tigerbbs.com/1e73546149bbb81ad1e40926ecbfc9fe","width":"1080","height":"1104"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313256601","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311147007,"gmtCreate":1611769590909,"gmtModify":1704863347539,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311147007","repostId":"1125767984","repostType":4,"repost":{"id":"1125767984","pubTimestamp":1611737376,"share":"https://ttm.financial/m/news/1125767984?lang=&edition=fundamental","pubTime":"2021-01-27 16:49","market":"us","language":"en","title":"What Might The New ARK Space Exploration ETF Look Like?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125767984","media":"The street","summary":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included","content":"<p>The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.</p><p>In case you missed it, ARK recently made a hugeannouncementthat it plans on launching the<b>ARK Space Exploration ETF (ARKX)</b>at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.</p><p>Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.</p><p>Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.</p><p>There are already two ETFs in existence that focus on space exploration - the<b>Procure Space ETF (UFO)</b>and the <b>SPDR S&P Kensho Final Frontiers ETF (ROKT)</b>. Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.</p><p>We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with the<b>ARK Autonomous Technology & Robotics ETF (ARKQ)</b>, which already lists space exploration as one of its target niches.</p><p>Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.</p><p>The No Brainers<img src=\"https://static.tigerbbs.com/5cc90d448e786dfa90b4a664ae95690e\" tg-width=\"1200\" tg-height=\"509\" referrerpolicy=\"no-referrer\"></p><p>Tesla</p><p>This seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggest<b>Tesla (TSLA)</b>bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.</p><p>Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.</p><p><img src=\"https://static.tigerbbs.com/bdb1d68d9fe78e392dd18fe7a6553428\" tg-width=\"1200\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p>Virgin Galactic</p><p>Richard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.<b>Virgin Galactic (SPCE)</b>has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.</p><p>Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.</p><p>The Likely Candidates<img src=\"https://static.tigerbbs.com/490c0f7ea94f6691756f236306005ea5\" tg-width=\"1200\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>Maxar Technologies</p><p><b>Maxar Technologies (MAXR)</b>describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.</p><p>MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.</p><p><img src=\"https://static.tigerbbs.com/5fb6136b0b6621fe1aad74fbea6d7dba\" tg-width=\"1200\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p>Iridium Communications</p><p><b>Iridium Communications (IRDM)</b>specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.</p><p>IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.</p><p><img src=\"https://static.tigerbbs.com/aa0d2bb9c6874118f82a798f432605be\" tg-width=\"1200\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p>Aerojet Rocketdyne Holdings</p><p>Any company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.<b>Aerojet Rocketdyne Holdings (AJRD)</b>has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.</p><p>AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.</p><p>The Possibilities</p><p>A lot of companies in the aerospace & defense sector could show up in ARKX.<b>Teledyne Technologies (TDY)</b>could very well be included as could<b>HEICO Corporation (HEI)</b>.</p><p>Other names that come to mind that could make the cut are communications specialists <b>Gilat Satellite Networks (GILT)</b>and<b>Loral Space & Communications (LORL)</b>.</p><p>Best of the Rest</p><p>It's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).</p><p>I'm guessing Cathie Wood will take the former approach. That means big industrial names, such as<b>Lockheed Martin (LMT)</b>,<b>Northrop Grunman (NOC)</b>,<b>Boeing (BA)</b>and<b>Raytheon (RTX)</b>may not show up or be included only in limited quantities.</p><p>I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Might The New ARK Space Exploration ETF Look Like?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nWhat Might The New ARK Space Exploration ETF Look Like?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 16:49 GMT+8 <a href=https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like><strong>The street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space ...</p>\n\n<a href=\"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125767984","content_text":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space Exploration ETF (ARKX)at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.There are already two ETFs in existence that focus on space exploration - theProcure Space ETF (UFO)and the SPDR S&P Kensho Final Frontiers ETF (ROKT). Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with theARK Autonomous Technology & Robotics ETF (ARKQ), which already lists space exploration as one of its target niches.Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.The No BrainersTeslaThis seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggestTesla (TSLA)bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.Virgin GalacticRichard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.Virgin Galactic (SPCE)has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.The Likely CandidatesMaxar TechnologiesMaxar Technologies (MAXR)describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.Iridium CommunicationsIridium Communications (IRDM)specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.Aerojet Rocketdyne HoldingsAny company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.Aerojet Rocketdyne Holdings (AJRD)has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.The PossibilitiesA lot of companies in the aerospace & defense sector could show up in ARKX.Teledyne Technologies (TDY)could very well be included as couldHEICO Corporation (HEI).Other names that come to mind that could make the cut are communications specialists Gilat Satellite Networks (GILT)andLoral Space & Communications (LORL).Best of the RestIt's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).I'm guessing Cathie Wood will take the former approach. That means big industrial names, such asLockheed Martin (LMT),Northrop Grunman (NOC),Boeing (BA)andRaytheon (RTX)may not show up or be included only in limited quantities.I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310268052,"gmtCreate":1611329749376,"gmtModify":1704859723114,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310268052","repostId":"1110741694","repostType":4,"repost":{"id":"1110741694","pubTimestamp":1611322687,"share":"https://ttm.financial/m/news/1110741694?lang=&edition=fundamental","pubTime":"2021-01-22 21:38","market":"hk","language":"zh","title":"全球大通胀,近在咫尺","url":"https://stock-news.laohu8.com/highlight/detail?id=1110741694","media":"财主家的余粮","summary":"什么东西都在涨价,除了普通人的劳动和收入。","content":"<p>昨天晚上去吃夜宵,烧烤摊上的老板给我抱怨:</p><blockquote>“10块钱才能买5个辣椒,我烤了之后最多只能卖3块钱,别人还觉得贵,我的人工到底有多贱?”</blockquote><p>是的,<b>什么东西都在涨价,除了普通人的劳动和收入。</b></p><p>在“信用货币的终局”一文中我曾经提到,人类几千年经济史上,有一个不言而喻的真理:</p><p><b>货币利率可以无限高,但不可以无限低,最低利率极限是0。</b></p><p>因为,凡是被称作“财富”的东西,都是有获得成本和稀缺性的,为了对不同类型的财富进行交换,人类才发明了货币这个概念,用金钱的数值来标识财富的规模——作为财富的代表,货币当然也是稀缺的。</p><p>因为稀缺,所以你借别人的钱,必须要付出成本,这个成本就是利息,而我们把一年内支付的利息,占借款数额的比例,称之为“利率”或者“收益率”。</p><p>不管真实利率还是名义利率,所有把利率压低到0以下的行为,本身就违反了自然法则。</p><p>你有一桶蜂蜜,有人答应以10%的利率借走,可是,等还回来的时候,重量虽然增加了10%,你却发现蜂蜜里加了20%的水,请问这个人是什么人?</p><p>是花言巧语的骗子。</p><p>你有一桶蜂蜜,有人要借走你的蜂蜜,不仅不给你支付利息,还反过来,要没收你的一部分蜂蜜给他当利息,请问这个人是什么人?</p><p>自2014年以来,日本、英国、欧洲和美国的央行,先后通过天量印钞和债券购买,均把其货币真实利率压低在0以下的水平——甚至,像欧元区和日本,有时候干脆让名义收益率也变成负值。</p><p><img src=\"https://static.tigerbbs.com/3b579b07c20396fd629934211e860872\" tg-width=\"997\" tg-height=\"628\"></p><p><img src=\"https://static.tigerbbs.com/929146fdff54caacb0605e7d050c3336\" tg-width=\"958\" tg-height=\"468\"></p><p>也正是因为他们把各国国债的真实收益率,长期压低在0以下的水平,聪明人对信用货币的信仰产生了持续的怀疑。</p><p>2014年以来,在大宗商品之王——原油价格暴跌的情况下,美国的科技股,中国的房地产,还有黄金和比特币,整体上都在持续暴涨。它们所反映的,并不是什么资产本身的升值,而是聪明人对央行疯狂制造的货币泡沫的对抗。</p><p>看到一张美国银行关于资产泡沫的图片,里面列举了1977年迄今40多年所出现过的主要资产价格飙升,而比特币是最显著的一个。所以,标题就叫做:比特币是泡沫之母?</p><p><img src=\"https://static.tigerbbs.com/cfa710ff2ee8259f17fe083213326c65\" tg-width=\"686\" tg-height=\"388\"></p><p>实际上,这幅图上所列举的1980年前后的黄金泡沫、1990年前后的日经指数泡沫、1997年前后的泰国资产泡沫、2000年前后的科技股泡沫、2006年的美国房价泡沫、2007年的中国股市泡沫、现在的比特币泡沫和科技股领头羊泡沫,如果详细地分析下去,<b>几乎每一场泡沫,都是来源于信用货币泡沫</b>!</p><p>在我看来,除了信用货币本身的泡沫,其他的大类资产,事实上都称不上什么泡沫。</p><p>下图就是西方最大的10个经济体自2006年以来央行资产负债表的扩张情况,其中深蓝色、浅蓝色、灰色分别为美联储、欧央行和日本央行的资产负债表情况,而右纵轴和红线,则是表示G10国家整体上央行资产规模与GDP的比例。</p><p><img src=\"https://static.tigerbbs.com/b1f82f98041c34a561d2486fa68f55d8\" tg-width=\"530\" tg-height=\"315\"></p><p>正如我在前面一篇文章里所说,<b>2020年3月份以来世界主要经济体的印钞规模,超过了2008年以前5000年文明史人类印钞规模的总和。</b></p><p>如果不把这个称为泡沫,却反过来说什么比特币、黄金上涨是泡沫,简直是指鹿为马、颠倒黑白。</p><p>随着央行资产规模/GDP的数值越来越高,甚至超过100%,以后,人类GDP增长,全部都要依赖于央行,只有央行的印钞才能创造经济增长。</p><p>在央行养育世界人民的过程中,新冠疫情爆发,全球数十亿人被禁足,无数企业破产,无数人失业,全球产业链、供应链都被严重破坏,除了那些能拼命发钱的国际储备货币国民众,这个世界上绝大多数人的收入都大幅度降低,生活变得更加艰难。</p><p>但,几乎所有大类资产价格,却都在蹭蹭蹭暴涨。</p><p>——包括粮食,央行们所不能生产的粮食。</p><p>俄罗斯粮食价格,11月份单月上涨了6%,而俄罗斯民众三季度收入却比去年下降了5%。</p><p>你该说了,不对啊,俄罗斯是世界第6大粮食生产国,同时也是世界主要粮食出口国之一,国际市场上20%的出口小麦由俄罗斯供给,粮食生产又没有听说受到疫情影响而减产啥的,咋就涨价了呢?</p><p>答案是——</p><p>因为外国人拿着美元来买,所以涨起来的。</p><p>外国人的美元为啥变多了呢?</p><p>当然就是美联储+美国政府给美国人疯狂发钱,美国人当然就拿着美元全世界买买买,比方越南这样的国家,当然就多挣了很多美元,当然也就有能力以更高的价格进口粮食……</p><p>这就是世界通胀的传导路径。</p><p>俄罗斯粮食一涨价,俄罗斯政府就出台措施,对出口大豆征收30%的关税,出口小麦则征收每吨25欧元(约200元人民币)的出口关税,而且从接下来的2月15日至6月30日实施可出口小麦、黑麦、玉米、大麦总量不超过1500万吨的配额限制(这比同期正常出口数字低很多)。</p><p><b>这意味着,国际市场上的小麦、黑麦、玉米、大豆供给都要减少了,那,还不意味着要涨价?</b></p><p>全世界人民主要吃的粮食,也就是小麦和大米。但大米,也开始涨价了。</p><p>根据报道,2020年越南开始从印度进口大米,几十年来的第一次,这事儿太不简单了。</p><p>——因为,越南一直是全球第三大大米出口国,多年来其大米出口量,仅次于印度和泰国,结果现在不仅不出口,还要购买,你说大米要不要涨价?</p><p>岂止是俄罗斯和越南,世界最主要的几个粮食和农产品出口国,如巴西、阿根廷、加拿大,也都开始动手,阿根廷暂停玉米出口,大豆出口狂加33%的关税,按照阿根廷农业部的说法,主要是为了确保当地的粮食供应充足……</p><p>作为全球最大的粮食出口国,美国的粮食生产商,一方面有政府发钱高额补贴,另一方面对全球粮食价格上涨乐享其成……</p><p><b>小麦、大米类的主粮价格已经大涨,而大豆、玉米这些辅粮或肉类生产的原料同样暴涨,在不久的将来,必然带来全世界肉类价格的上涨。</b></p><p>联合国粮食计划署,曾在2020年4月疫情初起的时候,发出警告说,瘟疫可能引发创纪录的粮食危机,看来,这一幕正在全世界逐渐上演。</p><p>难道,这就是欧美日央行嘴里所谓的“没有通胀”么?</p><p>烧烤摊老板的那个辣椒,为什么会涨价,才不是什么个别现象,那可是与国际接轨的。</p><p>2020年3月份以来,美联储一边疯狂印钞,美国广义货币的增速创下历史最高纪录。但,美联储仍然信誓旦旦,没有看到通胀抬升的迹象,印钞有理,印钞很好,唯有印钞和发钱,才是把美国人民从疫情中挽救出来的唯一途径。</p><p>我想,美联储和欧洲央行、日本央行可能都患有选择性失明症。根据美联储自己的数据,过去100年里,<b>每一次美元M2增速飙升,随后1-2年内,都带来了美国通胀数据的飙升</b>,从来没有例外。</p><p><img src=\"https://static.tigerbbs.com/ff99df31f0fde63b1c8ea4010bedd60c\" tg-width=\"800\" tg-height=\"478\"></p><p>这一次,美联储狂印几万亿美元,广义货币M2的增速超过第二次世界大战时期,创下历史最高记录,在这种情况下,美联储凭什么还蜜汁自信,居然觉得不会引发严重通胀?</p><p>物价上涨是必然的。</p><p>资产价格已经大涨为敬,美国物价暂时不涨,向美国提供商品和服务的国家和地区的物价就会上涨,非洲南亚东南亚拉美的物价也会上涨,然后再传导回到美国、欧洲和日本。</p><p>在这个全球经济一体化的时代,不管美国还是欧洲日本所超发的货币,首先反馈到发达国家的资本市场,接着,就是向美国提供商品和服务的经济体,在美国资本市场大涨之后,从美国挣贸易顺差的经济体如东南亚、日本,马上物价上涨在即。在生产领域,生产力受疫情影响的经济体出厂的大宗商品,大家已经眼睁睁的看着它价格暴涨了。</p><p>显然,<b>在各国央行2020年不计成本的放水之下,我们很快就将迎来一场全球性通胀</b>,美元欧元这样的全球货币,自然可以全球买买买,狠狠地搜刮铸币税,绝大多数不是国际货币的经济体,其普遍民众,不仅要被美欧这样的国际货币掠夺,还得承受本国货币超发的成本……</p>","source":"wqqq","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球大通胀,近在咫尺</title>\n<style 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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全球大通胀,近在咫尺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-22 21:38 北京时间 <a href=https://mp.weixin.qq.com/s/j9xt6qztEAa8jeNueIqcQQ><strong>财主家的余粮</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天晚上去吃夜宵,烧烤摊上的老板给我抱怨:“10块钱才能买5个辣椒,我烤了之后最多只能卖3块钱,别人还觉得贵,我的人工到底有多贱?”是的,什么东西都在涨价,除了普通人的劳动和收入。在“信用货币的终局”一文中我曾经提到,人类几千年经济史上,有一个不言而喻的真理:货币利率可以无限高,但不可以无限低,最低利率极限是0。因为,凡是被称作“财富”的东西,都是有获得成本和稀缺性的,为了对不同类型的财富进行交换...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/j9xt6qztEAa8jeNueIqcQQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8fca69a364eb1ccaf6e9078f1721480","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/j9xt6qztEAa8jeNueIqcQQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110741694","content_text":"昨天晚上去吃夜宵,烧烤摊上的老板给我抱怨:“10块钱才能买5个辣椒,我烤了之后最多只能卖3块钱,别人还觉得贵,我的人工到底有多贱?”是的,什么东西都在涨价,除了普通人的劳动和收入。在“信用货币的终局”一文中我曾经提到,人类几千年经济史上,有一个不言而喻的真理:货币利率可以无限高,但不可以无限低,最低利率极限是0。因为,凡是被称作“财富”的东西,都是有获得成本和稀缺性的,为了对不同类型的财富进行交换,人类才发明了货币这个概念,用金钱的数值来标识财富的规模——作为财富的代表,货币当然也是稀缺的。因为稀缺,所以你借别人的钱,必须要付出成本,这个成本就是利息,而我们把一年内支付的利息,占借款数额的比例,称之为“利率”或者“收益率”。不管真实利率还是名义利率,所有把利率压低到0以下的行为,本身就违反了自然法则。你有一桶蜂蜜,有人答应以10%的利率借走,可是,等还回来的时候,重量虽然增加了10%,你却发现蜂蜜里加了20%的水,请问这个人是什么人?是花言巧语的骗子。你有一桶蜂蜜,有人要借走你的蜂蜜,不仅不给你支付利息,还反过来,要没收你的一部分蜂蜜给他当利息,请问这个人是什么人?自2014年以来,日本、英国、欧洲和美国的央行,先后通过天量印钞和债券购买,均把其货币真实利率压低在0以下的水平——甚至,像欧元区和日本,有时候干脆让名义收益率也变成负值。也正是因为他们把各国国债的真实收益率,长期压低在0以下的水平,聪明人对信用货币的信仰产生了持续的怀疑。2014年以来,在大宗商品之王——原油价格暴跌的情况下,美国的科技股,中国的房地产,还有黄金和比特币,整体上都在持续暴涨。它们所反映的,并不是什么资产本身的升值,而是聪明人对央行疯狂制造的货币泡沫的对抗。看到一张美国银行关于资产泡沫的图片,里面列举了1977年迄今40多年所出现过的主要资产价格飙升,而比特币是最显著的一个。所以,标题就叫做:比特币是泡沫之母?实际上,这幅图上所列举的1980年前后的黄金泡沫、1990年前后的日经指数泡沫、1997年前后的泰国资产泡沫、2000年前后的科技股泡沫、2006年的美国房价泡沫、2007年的中国股市泡沫、现在的比特币泡沫和科技股领头羊泡沫,如果详细地分析下去,几乎每一场泡沫,都是来源于信用货币泡沫!在我看来,除了信用货币本身的泡沫,其他的大类资产,事实上都称不上什么泡沫。下图就是西方最大的10个经济体自2006年以来央行资产负债表的扩张情况,其中深蓝色、浅蓝色、灰色分别为美联储、欧央行和日本央行的资产负债表情况,而右纵轴和红线,则是表示G10国家整体上央行资产规模与GDP的比例。正如我在前面一篇文章里所说,2020年3月份以来世界主要经济体的印钞规模,超过了2008年以前5000年文明史人类印钞规模的总和。如果不把这个称为泡沫,却反过来说什么比特币、黄金上涨是泡沫,简直是指鹿为马、颠倒黑白。随着央行资产规模/GDP的数值越来越高,甚至超过100%,以后,人类GDP增长,全部都要依赖于央行,只有央行的印钞才能创造经济增长。在央行养育世界人民的过程中,新冠疫情爆发,全球数十亿人被禁足,无数企业破产,无数人失业,全球产业链、供应链都被严重破坏,除了那些能拼命发钱的国际储备货币国民众,这个世界上绝大多数人的收入都大幅度降低,生活变得更加艰难。但,几乎所有大类资产价格,却都在蹭蹭蹭暴涨。——包括粮食,央行们所不能生产的粮食。俄罗斯粮食价格,11月份单月上涨了6%,而俄罗斯民众三季度收入却比去年下降了5%。你该说了,不对啊,俄罗斯是世界第6大粮食生产国,同时也是世界主要粮食出口国之一,国际市场上20%的出口小麦由俄罗斯供给,粮食生产又没有听说受到疫情影响而减产啥的,咋就涨价了呢?答案是——因为外国人拿着美元来买,所以涨起来的。外国人的美元为啥变多了呢?当然就是美联储+美国政府给美国人疯狂发钱,美国人当然就拿着美元全世界买买买,比方越南这样的国家,当然就多挣了很多美元,当然也就有能力以更高的价格进口粮食……这就是世界通胀的传导路径。俄罗斯粮食一涨价,俄罗斯政府就出台措施,对出口大豆征收30%的关税,出口小麦则征收每吨25欧元(约200元人民币)的出口关税,而且从接下来的2月15日至6月30日实施可出口小麦、黑麦、玉米、大麦总量不超过1500万吨的配额限制(这比同期正常出口数字低很多)。这意味着,国际市场上的小麦、黑麦、玉米、大豆供给都要减少了,那,还不意味着要涨价?全世界人民主要吃的粮食,也就是小麦和大米。但大米,也开始涨价了。根据报道,2020年越南开始从印度进口大米,几十年来的第一次,这事儿太不简单了。——因为,越南一直是全球第三大大米出口国,多年来其大米出口量,仅次于印度和泰国,结果现在不仅不出口,还要购买,你说大米要不要涨价?岂止是俄罗斯和越南,世界最主要的几个粮食和农产品出口国,如巴西、阿根廷、加拿大,也都开始动手,阿根廷暂停玉米出口,大豆出口狂加33%的关税,按照阿根廷农业部的说法,主要是为了确保当地的粮食供应充足……作为全球最大的粮食出口国,美国的粮食生产商,一方面有政府发钱高额补贴,另一方面对全球粮食价格上涨乐享其成……小麦、大米类的主粮价格已经大涨,而大豆、玉米这些辅粮或肉类生产的原料同样暴涨,在不久的将来,必然带来全世界肉类价格的上涨。联合国粮食计划署,曾在2020年4月疫情初起的时候,发出警告说,瘟疫可能引发创纪录的粮食危机,看来,这一幕正在全世界逐渐上演。难道,这就是欧美日央行嘴里所谓的“没有通胀”么?烧烤摊老板的那个辣椒,为什么会涨价,才不是什么个别现象,那可是与国际接轨的。2020年3月份以来,美联储一边疯狂印钞,美国广义货币的增速创下历史最高纪录。但,美联储仍然信誓旦旦,没有看到通胀抬升的迹象,印钞有理,印钞很好,唯有印钞和发钱,才是把美国人民从疫情中挽救出来的唯一途径。我想,美联储和欧洲央行、日本央行可能都患有选择性失明症。根据美联储自己的数据,过去100年里,每一次美元M2增速飙升,随后1-2年内,都带来了美国通胀数据的飙升,从来没有例外。这一次,美联储狂印几万亿美元,广义货币M2的增速超过第二次世界大战时期,创下历史最高记录,在这种情况下,美联储凭什么还蜜汁自信,居然觉得不会引发严重通胀?物价上涨是必然的。资产价格已经大涨为敬,美国物价暂时不涨,向美国提供商品和服务的国家和地区的物价就会上涨,非洲南亚东南亚拉美的物价也会上涨,然后再传导回到美国、欧洲和日本。在这个全球经济一体化的时代,不管美国还是欧洲日本所超发的货币,首先反馈到发达国家的资本市场,接着,就是向美国提供商品和服务的经济体,在美国资本市场大涨之后,从美国挣贸易顺差的经济体如东南亚、日本,马上物价上涨在即。在生产领域,生产力受疫情影响的经济体出厂的大宗商品,大家已经眼睁睁的看着它价格暴涨了。显然,在各国央行2020年不计成本的放水之下,我们很快就将迎来一场全球性通胀,美元欧元这样的全球货币,自然可以全球买买买,狠狠地搜刮铸币税,绝大多数不是国际货币的经济体,其普遍民众,不仅要被美欧这样的国际货币掠夺,还得承受本国货币超发的成本……","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":337641555,"gmtCreate":1611140553077,"gmtModify":1704858280897,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Nicely written ","listText":"Nicely written ","text":"Nicely written","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/337641555","repostId":"1195038101","repostType":4,"repost":{"id":"1195038101","pubTimestamp":1611139177,"share":"https://ttm.financial/m/news/1195038101?lang=&edition=fundamental","pubTime":"2021-01-20 18:39","market":"us","language":"en","title":"Stimulus is nice. But here's what Biden really needs to fix the economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1195038101","media":"CNN Business","summary":"New York (CNN Business) Joe Biden last week proposed a$1.9 trillionstimulus bill, part of a historic","content":"<p><b>New York (CNN Business)</b> Joe Biden last week proposed a$1.9 trillionstimulus bill, part of a historically ambitious plan to combat an economic crisis.</p>\n<p>But many economists and business leaders agree that no amount of government assistance to individuals and small businesses can fix the economy until the underlying cause of the problems — the Covid-19 pandemic — has been defeated. At best, the combination of the$900 billion plan passed in December, and this plan from the president-elect, can only help the economy to continue to tread water until the pandemic is under control.</p>\n<p>\"This is a very large package, but it's about helping the economy hang together as well as it can hang together until the end of the pandemic,\" said Mark Zandi, chief economist at Moody's Analytics.</p>\n<p>Zandi and other economists believe that the gross domestic product, the broadest measure of the nation's economic activity, could soar if Biden gets his full package soon after taking office. But job growth will be far more muted.</p>\n<p>The US economy lost 22 million jobs in March and April and ended the year with another 140,000 net jobs decline. Even with the 12.5 million jobs recovered in between, that left the headcount at US employers down nearly 10 million during the pandemic. Moody's forecast that those jobs won't be fully recovered until 2022, even if Biden gets his full package.</p>\n<p>\"We get a lot growth in GDP up front, but it'll take 18-24 months to get all those jobs back,\" said Zandi. \"A lot of people just can't go back to work until the pandemic is in the rearview mirror.\"</p>\n<p><b>Solving the underlying problem</b></p>\n<p>And unfortunately, the message from public health experts is clear: The pandemic is going to get worse before it gets better.</p>\n<p>New cases, hospitalizations and deaths in the United States are at or near record highs. That could lead to renewed lockdown orders and business closings in many parts of the country, as have beenimposed in other nations, especially with anew, more transmittable version of the virus. The vaccine now being rolled out isn't expected to reach enough of the population to allow the majority of Americans to return to normal life until the summer, at the earliest.</p>\n<p>That could mean a slower-than-hoped-for return to economic activity, such as eating at restaurants and travel. The economy lost jobs in December for the first time since April because ofmassive unemploymentin leisure and hospitality businesses, as well as restaurants and bars. The stimulus might help many businesses and individuals weather the storm, but it won't save all of them from going out of business, according to experts.</p>\n<p>\"There's not really much you can do from an economic policy perspective when the pandemic is continuing to rage,\" said Andrew Hunter, senior US economist for Capital Economics. \"Things are looking good for some time later this year, but it depends first of all on getting vaccines rolled out so things can return to normal.\"</p>\n<p>Biden has promised tostep up vaccination effortsthat he said have been \"a dismal failure thus far.\" But it's not clear how successful those efforts will be, and how much they could be slowed byresistance by many members of the publicto get vaccinated.</p>\n<p>\"We're having a slower than expected vaccine rollout, and that is really weighing on the expectations about when we'll return to pre-pandemic life,\" said Ed Moya senior market analyst for Onada.</p>\n<p><b>Uncertainty for businesses</b></p>\n<p>And that uncertainty is causing problems for businesses, from retailers to airlines to banks, as they try to make plans, even businesses that have so far done well.</p>\n<p>\"The rules of the game keep changing. For a business person, that is overwhelming,\" said Zandi. \"They're not going to feel like the coast is clear. That uncertainty will depress ability to go out and expand and grow. They're not going to go out and hire more people because they're not sure what lays ahead in the future. This is going to be a process. I don't think it's like a light switch going on.\"</p>\n<p>Also preventing the economy from getting a quick boost from the proposed stimulus package is the fact that many businesses have already closed permanently because of the crisis, and thuspermanent job lossesare rising. The money Biden is proposing in direct aid to most US households and expanded and extended unemployment benefits will help many families weather the crisis, but it won't repair all the damage done to the economy during the crisis.</p>\n<p>\"It takes a lot less time to destroy the jobs than it does for the economy to create new jobs,\" said Joel Prakken, chief US economist for IHS Markit, \"I've seen estimates that a third of jobs lost will never come back in their previous form.\"</p>\n<p><b>Will it be enough?</b></p>\n<p>The money Biden proposed is only slightly less than what was passed under theCARES Act in March, but Biden made clear last week that this is only the first step of what he'll be asking Congress to spend. This first package is more than twice as much as the$787 billion stimulus packagepassed soon after Barack Obama and Biden took office in 2009, in the depths of the Great Recession.</p>\n<p>The money in the CARES Act, passed at a time that more 22 million Americans were losing their jobs, did have notable impact on the economy and households' ability to weather the economic crisis. Despite the economic upheaval, the number of individual bankruptcy filings fell 31% in 2020, to the lowest level since 1987, according to analysis by the Equip for the American Bankruptcy Institute.</p>\n<p>\"Continued government relief programs, moratoriums and lender deferments have helped families and businesses weather the economic challenges over the past year resulting from the Covid-19 pandemic,\" said ABI Executive Director Amy Quackenboss.</p>\n<p>But that support, as important as it was, didn't end the economic crisis. Even with millions of those on temporary layoffs being called back to work, there remain 10.7 million people looking for jobs who can't find them, 2.2 million more who want jobs but have stopped looking and 6.2 million who are working only part-time even though they want a full-time job. Getting them back to work will take time, even with the stimulus, according to experts.</p>\n<p>And much of that help has run out, or will run out soon. It's not clear how much of the $1.9 trillion that Biden is asking for will be approved by a divided Congress. IHS Markit's Prakken thinks the final amount is likely to be closer to $1 trillion. Moody's is estimating it might be closer to $750 billion.</p>\n<p>But the key for when the economy is recovered probably depends less on the stimulus than on the state of the pandemic and when life returns to something that feels more normal, for businesses and their customers.</p>\n<p>\"Deaths are likely to peak probably sometime late winter/early spring,\" said Prakken. \"It'll probably be sometime in second half of the year that people will be more comfortable going out.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stimulus is nice. But here's what Biden really needs to fix the economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nStimulus is nice. But here's what Biden really needs to fix the economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-20 18:39 GMT+8 <a href=https://edition.cnn.com/2021/01/18/economy/us-economy-biden-presidency/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) Joe Biden last week proposed a$1.9 trillionstimulus bill, part of a historically ambitious plan to combat an economic crisis.\nBut many economists and business leaders agree ...</p>\n\n<a href=\"https://edition.cnn.com/2021/01/18/economy/us-economy-biden-presidency/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/01/18/economy/us-economy-biden-presidency/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195038101","content_text":"New York (CNN Business) Joe Biden last week proposed a$1.9 trillionstimulus bill, part of a historically ambitious plan to combat an economic crisis.\nBut many economists and business leaders agree that no amount of government assistance to individuals and small businesses can fix the economy until the underlying cause of the problems — the Covid-19 pandemic — has been defeated. At best, the combination of the$900 billion plan passed in December, and this plan from the president-elect, can only help the economy to continue to tread water until the pandemic is under control.\n\"This is a very large package, but it's about helping the economy hang together as well as it can hang together until the end of the pandemic,\" said Mark Zandi, chief economist at Moody's Analytics.\nZandi and other economists believe that the gross domestic product, the broadest measure of the nation's economic activity, could soar if Biden gets his full package soon after taking office. But job growth will be far more muted.\nThe US economy lost 22 million jobs in March and April and ended the year with another 140,000 net jobs decline. Even with the 12.5 million jobs recovered in between, that left the headcount at US employers down nearly 10 million during the pandemic. Moody's forecast that those jobs won't be fully recovered until 2022, even if Biden gets his full package.\n\"We get a lot growth in GDP up front, but it'll take 18-24 months to get all those jobs back,\" said Zandi. \"A lot of people just can't go back to work until the pandemic is in the rearview mirror.\"\nSolving the underlying problem\nAnd unfortunately, the message from public health experts is clear: The pandemic is going to get worse before it gets better.\nNew cases, hospitalizations and deaths in the United States are at or near record highs. That could lead to renewed lockdown orders and business closings in many parts of the country, as have beenimposed in other nations, especially with anew, more transmittable version of the virus. The vaccine now being rolled out isn't expected to reach enough of the population to allow the majority of Americans to return to normal life until the summer, at the earliest.\nThat could mean a slower-than-hoped-for return to economic activity, such as eating at restaurants and travel. The economy lost jobs in December for the first time since April because ofmassive unemploymentin leisure and hospitality businesses, as well as restaurants and bars. The stimulus might help many businesses and individuals weather the storm, but it won't save all of them from going out of business, according to experts.\n\"There's not really much you can do from an economic policy perspective when the pandemic is continuing to rage,\" said Andrew Hunter, senior US economist for Capital Economics. \"Things are looking good for some time later this year, but it depends first of all on getting vaccines rolled out so things can return to normal.\"\nBiden has promised tostep up vaccination effortsthat he said have been \"a dismal failure thus far.\" But it's not clear how successful those efforts will be, and how much they could be slowed byresistance by many members of the publicto get vaccinated.\n\"We're having a slower than expected vaccine rollout, and that is really weighing on the expectations about when we'll return to pre-pandemic life,\" said Ed Moya senior market analyst for Onada.\nUncertainty for businesses\nAnd that uncertainty is causing problems for businesses, from retailers to airlines to banks, as they try to make plans, even businesses that have so far done well.\n\"The rules of the game keep changing. For a business person, that is overwhelming,\" said Zandi. \"They're not going to feel like the coast is clear. That uncertainty will depress ability to go out and expand and grow. They're not going to go out and hire more people because they're not sure what lays ahead in the future. This is going to be a process. I don't think it's like a light switch going on.\"\nAlso preventing the economy from getting a quick boost from the proposed stimulus package is the fact that many businesses have already closed permanently because of the crisis, and thuspermanent job lossesare rising. The money Biden is proposing in direct aid to most US households and expanded and extended unemployment benefits will help many families weather the crisis, but it won't repair all the damage done to the economy during the crisis.\n\"It takes a lot less time to destroy the jobs than it does for the economy to create new jobs,\" said Joel Prakken, chief US economist for IHS Markit, \"I've seen estimates that a third of jobs lost will never come back in their previous form.\"\nWill it be enough?\nThe money Biden proposed is only slightly less than what was passed under theCARES Act in March, but Biden made clear last week that this is only the first step of what he'll be asking Congress to spend. This first package is more than twice as much as the$787 billion stimulus packagepassed soon after Barack Obama and Biden took office in 2009, in the depths of the Great Recession.\nThe money in the CARES Act, passed at a time that more 22 million Americans were losing their jobs, did have notable impact on the economy and households' ability to weather the economic crisis. Despite the economic upheaval, the number of individual bankruptcy filings fell 31% in 2020, to the lowest level since 1987, according to analysis by the Equip for the American Bankruptcy Institute.\n\"Continued government relief programs, moratoriums and lender deferments have helped families and businesses weather the economic challenges over the past year resulting from the Covid-19 pandemic,\" said ABI Executive Director Amy Quackenboss.\nBut that support, as important as it was, didn't end the economic crisis. Even with millions of those on temporary layoffs being called back to work, there remain 10.7 million people looking for jobs who can't find them, 2.2 million more who want jobs but have stopped looking and 6.2 million who are working only part-time even though they want a full-time job. Getting them back to work will take time, even with the stimulus, according to experts.\nAnd much of that help has run out, or will run out soon. It's not clear how much of the $1.9 trillion that Biden is asking for will be approved by a divided Congress. IHS Markit's Prakken thinks the final amount is likely to be closer to $1 trillion. Moody's is estimating it might be closer to $750 billion.\nBut the key for when the economy is recovered probably depends less on the stimulus than on the state of the pandemic and when life returns to something that feels more normal, for businesses and their customers.\n\"Deaths are likely to peak probably sometime late winter/early spring,\" said Prakken. \"It'll probably be sometime in second half of the year that people will be more comfortable going out.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334286508,"gmtCreate":1610800873004,"gmtModify":1704986215092,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334286508","repostId":"334344569","repostType":1,"repost":{"id":334344569,"gmtCreate":1610712709751,"gmtModify":1704985744558,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"拆解Roblox招股書,價值300億美元的元宇宙第一股要來了!","htmlText":"\n \n \n 原本Roblox計劃2020年底上市,但是據說因爲公司老闆認爲公司被低估了,於是決定延遲上市,最近公司拿到了5.2億美元的最新一輪融資,還有各種傳聞說這家公司會選擇DPO(直接上市)上市,直接上市的優點就是繞過了華爾街的承銷商,沒有了股東鎖定期,相比IPO節省了一大筆銀行承銷費用。<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 下面根據公司之前發佈的招股書,一起了解一下Roblox爲何這麼有底氣對華爾街說不?Roblox提出的元宇宙是什麼?一打開Roblox的招股書我就看到了公司總覽裏寫的元宇宙,估計很多人和我一樣都不明白元宇宙是什麼,於是我google了一下。1992年,作家尼爾.史蒂芬森(Neal Stephenson)寫了一本小說叫《雪崩》,在這部小說中,人類通過軟件代理人,在一個虛擬三維空間中生活。史蒂芬森將這種現實世界的隱喻稱爲元宇宙。從概念上講,元宇宙結合了互聯網、遊戲、社交網絡和虛擬技術,爲人類進行數字化創造奠定了基礎。而當這些技術融合在一起時,又衍生出一種全新的、身臨其境的數字生活。而Roblox公司的使命就是打造這樣一個身臨其境的遊戲平臺將全世界都連接在一起。在Roblox,你可以和朋友、家人一起玩遊戲、你也可以自己創造遊戲,創造遊戲你還能獲得網站的虛擬貨幣Robux,這種虛擬幣類似B站的B幣,但是B幣只能用貨幣購買,而Robux還可以兌換成真實的貨幣。簡單來說,Roblox構想的元宇宙是,開發者創造遊戲獲取Robux,用戶在Roblox玩遊戲也可以買Robux來促進遊戲的升級迭代,而Robux可以兌換成開發者現實生活中所需要的貨幣。隨着互聯網技術的不斷髮展,AR和VR技術的不斷先進,Roblox的虛擬世界將越來越接近現實世界,平\n \n","listText":"原本Roblox計劃2020年底上市,但是據說因爲公司老闆認爲公司被低估了,於是決定延遲上市,最近公司拿到了5.2億美元的最新一輪融資,還有各種傳聞說這家公司會選擇DPO(直接上市)上市,直接上市的優點就是繞過了華爾街的承銷商,沒有了股東鎖定期,相比IPO節省了一大筆銀行承銷費用。<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 下面根據公司之前發佈的招股書,一起了解一下Roblox爲何這麼有底氣對華爾街說不?Roblox提出的元宇宙是什麼?一打開Roblox的招股書我就看到了公司總覽裏寫的元宇宙,估計很多人和我一樣都不明白元宇宙是什麼,於是我google了一下。1992年,作家尼爾.史蒂芬森(Neal Stephenson)寫了一本小說叫《雪崩》,在這部小說中,人類通過軟件代理人,在一個虛擬三維空間中生活。史蒂芬森將這種現實世界的隱喻稱爲元宇宙。從概念上講,元宇宙結合了互聯網、遊戲、社交網絡和虛擬技術,爲人類進行數字化創造奠定了基礎。而當這些技術融合在一起時,又衍生出一種全新的、身臨其境的數字生活。而Roblox公司的使命就是打造這樣一個身臨其境的遊戲平臺將全世界都連接在一起。在Roblox,你可以和朋友、家人一起玩遊戲、你也可以自己創造遊戲,創造遊戲你還能獲得網站的虛擬貨幣Robux,這種虛擬幣類似B站的B幣,但是B幣只能用貨幣購買,而Robux還可以兌換成真實的貨幣。簡單來說,Roblox構想的元宇宙是,開發者創造遊戲獲取Robux,用戶在Roblox玩遊戲也可以買Robux來促進遊戲的升級迭代,而Robux可以兌換成開發者現實生活中所需要的貨幣。隨着互聯網技術的不斷髮展,AR和VR技術的不斷先進,Roblox的虛擬世界將越來越接近現實世界,平","text":"原本Roblox計劃2020年底上市,但是據說因爲公司老闆認爲公司被低估了,於是決定延遲上市,最近公司拿到了5.2億美元的最新一輪融資,還有各種傳聞說這家公司會選擇DPO(直接上市)上市,直接上市的優點就是繞過了華爾街的承銷商,沒有了股東鎖定期,相比IPO節省了一大筆銀行承銷費用。$Roblox Corporation(RBLX)$ 下面根據公司之前發佈的招股書,一起了解一下Roblox爲何這麼有底氣對華爾街說不?Roblox提出的元宇宙是什麼?一打開Roblox的招股書我就看到了公司總覽裏寫的元宇宙,估計很多人和我一樣都不明白元宇宙是什麼,於是我google了一下。1992年,作家尼爾.史蒂芬森(Neal Stephenson)寫了一本小說叫《雪崩》,在這部小說中,人類通過軟件代理人,在一個虛擬三維空間中生活。史蒂芬森將這種現實世界的隱喻稱爲元宇宙。從概念上講,元宇宙結合了互聯網、遊戲、社交網絡和虛擬技術,爲人類進行數字化創造奠定了基礎。而當這些技術融合在一起時,又衍生出一種全新的、身臨其境的數字生活。而Roblox公司的使命就是打造這樣一個身臨其境的遊戲平臺將全世界都連接在一起。在Roblox,你可以和朋友、家人一起玩遊戲、你也可以自己創造遊戲,創造遊戲你還能獲得網站的虛擬貨幣Robux,這種虛擬幣類似B站的B幣,但是B幣只能用貨幣購買,而Robux還可以兌換成真實的貨幣。簡單來說,Roblox構想的元宇宙是,開發者創造遊戲獲取Robux,用戶在Roblox玩遊戲也可以買Robux來促進遊戲的升級迭代,而Robux可以兌換成開發者現實生活中所需要的貨幣。隨着互聯網技術的不斷髮展,AR和VR技術的不斷先進,Roblox的虛擬世界將越來越接近現實世界,平","images":[{"img":"https://static.tigerbbs.com/1abd62ad10263d6bda84c585fcce7fe9","width":"688","height":"247"},{"img":"https://static.tigerbbs.com/4db01b48e959feaa26dcbdac827851ae","width":"688","height":"372"},{"img":"https://static.tigerbbs.com/69131b87a4e52400fd65e6431bdb99a1","width":"688","height":"455"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334344569","isVote":2,"tweetType":2,"object":{"id":"f50a61c5c6c74a9c9e12a5600e3ffaca","tweetId":"334344569","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/03b3f5cd5285890812758082235/v.f30.mp4","poster":"https://static.tigerbbs.com/11f23902524abaf6321cb665634ddc6f"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1313,"gmtBegin":1610712709749,"gmtEnd":1612095043497,"type":1,"upper":1,"title":"你認爲Roblox300億估貴不貴?","choices":[{"id":4928,"sort":1,"name":"貴了","userSize":34,"voted":false},{"id":4929,"sort":2,"name":"不貴,還會更高","userSize":72,"voted":false}]},"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335589554,"gmtCreate":1610622462378,"gmtModify":1704985001161,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3572591735480641\">@Davyc3</a>:Great ariticle, would you like to share it?","listText":"//<a href=\"https://laohu8.com/U/3572591735480641\">@Davyc3</a>:Great ariticle, would you like to share it?","text":"//@Davyc3:Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335589554","repostId":"332531093","repostType":1,"repost":{"id":332531093,"gmtCreate":1610429659712,"gmtModify":1704983611278,"author":{"id":"3541377675348678","authorId":"3541377675348678","name":"少年维特","avatar":"https://static.tigerbbs.com/e1bdb6640a3e75becbeddd8174c1a002","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541377675348678","authorIdStr":"3541377675348678"},"themes":[],"title":"百度的估值修訂:1000億美元應該是個起點","htmlText":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","listText":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","text":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332531093","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335176465,"gmtCreate":1610550744757,"gmtModify":1704984530489,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335176465","repostId":"332531093","repostType":1,"repost":{"id":332531093,"gmtCreate":1610429659712,"gmtModify":1704983611278,"author":{"id":"3541377675348678","authorId":"3541377675348678","name":"少年维特","avatar":"https://static.tigerbbs.com/e1bdb6640a3e75becbeddd8174c1a002","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541377675348678","authorIdStr":"3541377675348678"},"themes":[],"title":"百度的估值修訂:1000億美元應該是個起點","htmlText":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","listText":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","text":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332531093","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335176101,"gmtCreate":1610550729003,"gmtModify":1704984529838,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335176101","repostId":"332835828","repostType":1,"repost":{"id":332835828,"gmtCreate":1610366520000,"gmtModify":1704983208894,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"美國越來越像10年前的中國,而中國像10年前的美國","htmlText":"作 者 | 徐小慶 來 源 | 敦和資管 導讀 本文來自2020年12月26日 敦和資管2021投資策略報告會徐小慶發言,他對各類資產主要觀點如下: 債券:債券雖然沒有明顯的趨勢性機會,但目前已經有了不錯安全邊際,適當在組合中增加債券的配置有利於防範黑天鵝的風險。 商品:海外週期上行,尤其美國居民正在主動加大地產配置,會帶動商品需求。商品投資機會相對股票和債券會更大,與海外相關的商品表現會優於內需類品種。 股票:如果明年政府收縮流動性,估值大概率會回落。要圍繞有全球競爭力的製造業來投資,出口推動企業盈利以及企業自身的佈局是明年能夠有超額收益表現主要的一個來源。2021年上半年金融週期、製造類股票表現可能好於科技、消費類股票。 利率:穩槓桿是否需要緊貨幣 最新中央經濟工作會議上,政府明確提到要保持宏觀槓桿率的基本穩定。今年宏觀槓桿率相對於去年上升了25個百分點,上一次出現這樣大的升幅是在2009年應對次貸危機階段,這肯定不是常態,意味着明年的升幅會有一個大的下降。歷史上2010-2011年和2017-2018年,都是宏觀槓桿率升幅比較小的年份,這些年份有一個共同的特點:股票市場的表現是不太理想的,要麼是熊市,要麼是結構性的牛市。從這個角度去理解明年市場,需要降低對明年風險類資產整體回報率的預期。過去兩年A股市場其實爲我們提供了非常高的回報,指數漲了很多,基金公司持有的核心個股的漲幅就更大。在宏觀槓桿率相對上升速度放緩的年份,一定會對風險資產有負面的影響。 具體到數據上,預計2021年GDP名義增速在10%左右,如果宏觀槓桿率升幅控制在5個百分點以內,那麼社融增速應該不超過12%,僅略高於GDP名義增速。不管什麼資產,漲一定要有貨幣的推動,如果貨幣的增速出現回落,意味着整體的資產漲幅一定會下降。 如果政府明年開始收縮流動性,風險資產是否會","listText":"作 者 | 徐小慶 來 源 | 敦和資管 導讀 本文來自2020年12月26日 敦和資管2021投資策略報告會徐小慶發言,他對各類資產主要觀點如下: 債券:債券雖然沒有明顯的趨勢性機會,但目前已經有了不錯安全邊際,適當在組合中增加債券的配置有利於防範黑天鵝的風險。 商品:海外週期上行,尤其美國居民正在主動加大地產配置,會帶動商品需求。商品投資機會相對股票和債券會更大,與海外相關的商品表現會優於內需類品種。 股票:如果明年政府收縮流動性,估值大概率會回落。要圍繞有全球競爭力的製造業來投資,出口推動企業盈利以及企業自身的佈局是明年能夠有超額收益表現主要的一個來源。2021年上半年金融週期、製造類股票表現可能好於科技、消費類股票。 利率:穩槓桿是否需要緊貨幣 最新中央經濟工作會議上,政府明確提到要保持宏觀槓桿率的基本穩定。今年宏觀槓桿率相對於去年上升了25個百分點,上一次出現這樣大的升幅是在2009年應對次貸危機階段,這肯定不是常態,意味着明年的升幅會有一個大的下降。歷史上2010-2011年和2017-2018年,都是宏觀槓桿率升幅比較小的年份,這些年份有一個共同的特點:股票市場的表現是不太理想的,要麼是熊市,要麼是結構性的牛市。從這個角度去理解明年市場,需要降低對明年風險類資產整體回報率的預期。過去兩年A股市場其實爲我們提供了非常高的回報,指數漲了很多,基金公司持有的核心個股的漲幅就更大。在宏觀槓桿率相對上升速度放緩的年份,一定會對風險資產有負面的影響。 具體到數據上,預計2021年GDP名義增速在10%左右,如果宏觀槓桿率升幅控制在5個百分點以內,那麼社融增速應該不超過12%,僅略高於GDP名義增速。不管什麼資產,漲一定要有貨幣的推動,如果貨幣的增速出現回落,意味着整體的資產漲幅一定會下降。 如果政府明年開始收縮流動性,風險資產是否會","text":"作 者 | 徐小慶 來 源 | 敦和資管 導讀 本文來自2020年12月26日 敦和資管2021投資策略報告會徐小慶發言,他對各類資產主要觀點如下: 債券:債券雖然沒有明顯的趨勢性機會,但目前已經有了不錯安全邊際,適當在組合中增加債券的配置有利於防範黑天鵝的風險。 商品:海外週期上行,尤其美國居民正在主動加大地產配置,會帶動商品需求。商品投資機會相對股票和債券會更大,與海外相關的商品表現會優於內需類品種。 股票:如果明年政府收縮流動性,估值大概率會回落。要圍繞有全球競爭力的製造業來投資,出口推動企業盈利以及企業自身的佈局是明年能夠有超額收益表現主要的一個來源。2021年上半年金融週期、製造類股票表現可能好於科技、消費類股票。 利率:穩槓桿是否需要緊貨幣 最新中央經濟工作會議上,政府明確提到要保持宏觀槓桿率的基本穩定。今年宏觀槓桿率相對於去年上升了25個百分點,上一次出現這樣大的升幅是在2009年應對次貸危機階段,這肯定不是常態,意味着明年的升幅會有一個大的下降。歷史上2010-2011年和2017-2018年,都是宏觀槓桿率升幅比較小的年份,這些年份有一個共同的特點:股票市場的表現是不太理想的,要麼是熊市,要麼是結構性的牛市。從這個角度去理解明年市場,需要降低對明年風險類資產整體回報率的預期。過去兩年A股市場其實爲我們提供了非常高的回報,指數漲了很多,基金公司持有的核心個股的漲幅就更大。在宏觀槓桿率相對上升速度放緩的年份,一定會對風險資產有負面的影響。 具體到數據上,預計2021年GDP名義增速在10%左右,如果宏觀槓桿率升幅控制在5個百分點以內,那麼社融增速應該不超過12%,僅略高於GDP名義增速。不管什麼資產,漲一定要有貨幣的推動,如果貨幣的增速出現回落,意味着整體的資產漲幅一定會下降。 如果政府明年開始收縮流動性,風險資產是否會","images":[{"img":"https://static.tigerbbs.com/fd4e37f46c634dff97b6496ac00094b5","width":"622","height":"237"},{"img":"https://static.tigerbbs.com/1e92c38246254e8182e5e439871fb61e","width":"83","height":"83"},{"img":"https://static.tigerbbs.com/88b4c9ddfc664f6eaee2fa618e3c8783","width":"1080","height":"376"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332835828","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":62,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335178440,"gmtCreate":1610550713980,"gmtModify":1704984529354,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335178440","repostId":"332479999","repostType":1,"repost":{"id":332479999,"gmtCreate":1610454900000,"gmtModify":1704983844747,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"感動哭了,終於賺到了狗錢","htmlText":" 這是前段時間拿的兩隻票,有圖有真相,社區兄弟應該有印象,我之前分享過這個持倉,還奶了一把海康威視。這是繼毒奶fubo.tv後終於在A股賺錢了,好感動,終於賺錢了! 由於今天暴漲9%,今天三一重工快50了,我的也有60%的浮盈了。真想說一句,三一海康我愛你,如果法律它允許。 我的眼淚都快下來了,過去一年真的是買啥虧啥,空啥漲啥。狗錢沒賺到,狗事情遇到一大把,20年怕不是狗年吧。 還好今年開局真的不錯,賺錢的感覺真讓人舒服,就像保健一樣。再一次感動得留下眼淚。 雖然不好說追不追,還是來聊聊我當時買三一的想法吧。 “山與山不遇,人和人相逢”——三一的炒作史 “山與山不遇,人和人相逢”,20年3月13日下午,滿載防疫物資的專用車從三一集團出發,這是三一集團捐獻給德國的160箱口罩。將第一時間運往香港物流中心並飛向德國斯圖加特。 在包裝箱上,印刷的就是這句德國諺語——“山與山不遇,人和人相逢”。 做一點點改變,我和三一重工股票的相遇則是: “山與山不遇,人和股相逢”(怎麼感覺有點邪惡)! 作爲一個老韭菜,我對三一這家公司還是有所瞭解的。三一基本不會錯過每一次大牛市。 *06-07年,股權分置改革牛,三一在05年就率先完成股權分置改革,成爲那輪牛市的明星股。 *08-09年,四萬億基建牛,三一是基建的核心標的。走牛並突破了07年前高。 *15年,一帶一路工業4.0牛,三一不算核心標的,但也走出了幾倍的行情。 *19-20年,基金機構抱團牛,這一波其實不錯,從7塊漲到現在46。 所以這家公司其實還是不錯,長拿比較穩。幅度一定不會讓人失望,只是作爲很多指數的成分股,三一走的是慢牛行情。 三一的基本面情況——gdp概念股 三一重工是中國最大,世界第五的工程機械製造商,混泥土泵車多年全球銷量第一。各種工程機械設備很多都來自三一。舉個例子,挖掘","listText":" 這是前段時間拿的兩隻票,有圖有真相,社區兄弟應該有印象,我之前分享過這個持倉,還奶了一把海康威視。這是繼毒奶fubo.tv後終於在A股賺錢了,好感動,終於賺錢了! 由於今天暴漲9%,今天三一重工快50了,我的也有60%的浮盈了。真想說一句,三一海康我愛你,如果法律它允許。 我的眼淚都快下來了,過去一年真的是買啥虧啥,空啥漲啥。狗錢沒賺到,狗事情遇到一大把,20年怕不是狗年吧。 還好今年開局真的不錯,賺錢的感覺真讓人舒服,就像保健一樣。再一次感動得留下眼淚。 雖然不好說追不追,還是來聊聊我當時買三一的想法吧。 “山與山不遇,人和人相逢”——三一的炒作史 “山與山不遇,人和人相逢”,20年3月13日下午,滿載防疫物資的專用車從三一集團出發,這是三一集團捐獻給德國的160箱口罩。將第一時間運往香港物流中心並飛向德國斯圖加特。 在包裝箱上,印刷的就是這句德國諺語——“山與山不遇,人和人相逢”。 做一點點改變,我和三一重工股票的相遇則是: “山與山不遇,人和股相逢”(怎麼感覺有點邪惡)! 作爲一個老韭菜,我對三一這家公司還是有所瞭解的。三一基本不會錯過每一次大牛市。 *06-07年,股權分置改革牛,三一在05年就率先完成股權分置改革,成爲那輪牛市的明星股。 *08-09年,四萬億基建牛,三一是基建的核心標的。走牛並突破了07年前高。 *15年,一帶一路工業4.0牛,三一不算核心標的,但也走出了幾倍的行情。 *19-20年,基金機構抱團牛,這一波其實不錯,從7塊漲到現在46。 所以這家公司其實還是不錯,長拿比較穩。幅度一定不會讓人失望,只是作爲很多指數的成分股,三一走的是慢牛行情。 三一的基本面情況——gdp概念股 三一重工是中國最大,世界第五的工程機械製造商,混泥土泵車多年全球銷量第一。各種工程機械設備很多都來自三一。舉個例子,挖掘","text":"這是前段時間拿的兩隻票,有圖有真相,社區兄弟應該有印象,我之前分享過這個持倉,還奶了一把海康威視。這是繼毒奶fubo.tv後終於在A股賺錢了,好感動,終於賺錢了! 由於今天暴漲9%,今天三一重工快50了,我的也有60%的浮盈了。真想說一句,三一海康我愛你,如果法律它允許。 我的眼淚都快下來了,過去一年真的是買啥虧啥,空啥漲啥。狗錢沒賺到,狗事情遇到一大把,20年怕不是狗年吧。 還好今年開局真的不錯,賺錢的感覺真讓人舒服,就像保健一樣。再一次感動得留下眼淚。 雖然不好說追不追,還是來聊聊我當時買三一的想法吧。 “山與山不遇,人和人相逢”——三一的炒作史 “山與山不遇,人和人相逢”,20年3月13日下午,滿載防疫物資的專用車從三一集團出發,這是三一集團捐獻給德國的160箱口罩。將第一時間運往香港物流中心並飛向德國斯圖加特。 在包裝箱上,印刷的就是這句德國諺語——“山與山不遇,人和人相逢”。 做一點點改變,我和三一重工股票的相遇則是: “山與山不遇,人和股相逢”(怎麼感覺有點邪惡)! 作爲一個老韭菜,我對三一這家公司還是有所瞭解的。三一基本不會錯過每一次大牛市。 *06-07年,股權分置改革牛,三一在05年就率先完成股權分置改革,成爲那輪牛市的明星股。 *08-09年,四萬億基建牛,三一是基建的核心標的。走牛並突破了07年前高。 *15年,一帶一路工業4.0牛,三一不算核心標的,但也走出了幾倍的行情。 *19-20年,基金機構抱團牛,這一波其實不錯,從7塊漲到現在46。 所以這家公司其實還是不錯,長拿比較穩。幅度一定不會讓人失望,只是作爲很多指數的成分股,三一走的是慢牛行情。 三一的基本面情況——gdp概念股 三一重工是中國最大,世界第五的工程機械製造商,混泥土泵車多年全球銷量第一。各種工程機械設備很多都來自三一。舉個例子,挖掘","images":[{"img":"https://static.tigerbbs.com/bf4e17087ab5487789e4d7db6546637f"},{"img":"https://static.tigerbbs.com/d9485d5c94274bef99c43123ddc65d0b"},{"img":"https://static.tigerbbs.com/b4d0c580bbd14951a08cbd18bb096d1f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332479999","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335178991,"gmtCreate":1610550682713,"gmtModify":1704984528546,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335178991","repostId":"338297273","repostType":1,"repost":{"id":338297273,"gmtCreate":1609913634092,"gmtModify":1704980783745,"author":{"id":"3536812237320616","authorId":"3536812237320616","name":"财富密码团","avatar":"https://static.tigerbbs.com/8266ec727eeefbc3c9ae0b5a03e92ea5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536812237320616","authorIdStr":"3536812237320616"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>盡賺39萬美金,勝利屬於長期主義者。從19年開始建倉,陸陸續續從200塊買到1500塊(拆股前)。目前總共持有630股,成本一共8.4萬,目前價值47.4萬。過去一年的時間,特斯拉一路從不到100美金(拆股後),漲到了現在的753美金。這過程中,無數媒體一路高喊特斯拉被高估,特斯拉是泡沫。身邊也有很多人賺了40%、50%就賣了,想等股價跌下來再買入。但無論周圍噪聲有多大,自己始終沒有賣出任何一股。因爲在買入特斯拉之前,自己已經做過了深度的研究,發自內心看好這家公司的未來。從買入的第一股開始,就決定做一個長期投資者。分享三點我的感悟,希望對大家以後的投資會有所幫助。1. 不要隨波逐流,人云亦云。很多人喜歡追熱點,看別人在買什麼也跟進買。還有一些人別人看衰某家公司,自己也跟着看衰。這些隨大流的行爲大概率最終都會讓自己損失慘重。對任何公司,都要自己親自研究,彙集各方觀點,形成自己的判斷。2. 堅守自己的判斷。看好某家公司買入股票後,你的身邊一定隨時都會有很多噪音,不管是來自媒體還是身邊朋友。當你發現他們的觀點和你的不同時,不要輕易被別人影響而否定自己。如果你的判斷是經過深度研究後得出的,請堅守!3. 這是最最最最重要的一點!一定要:做時間的朋友!很多人沒意識到,時間所帶來的複利效應纔是財富最強的放大器。管住自己的手,不要頻繁操作頻繁交易。耐心地做一名股東,享受世界上最優秀企業爲你打工帶來的紅利!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>盡賺39萬美金,勝利屬於長期主義者。從19年開始建倉,陸陸續續從200塊買到1500塊(拆股前)。目前總共持有630股,成本一共8.4萬,目前價值47.4萬。過去一年的時間,特斯拉一路從不到100美金(拆股後),漲到了現在的753美金。這過程中,無數媒體一路高喊特斯拉被高估,特斯拉是泡沫。身邊也有很多人賺了40%、50%就賣了,想等股價跌下來再買入。但無論周圍噪聲有多大,自己始終沒有賣出任何一股。因爲在買入特斯拉之前,自己已經做過了深度的研究,發自內心看好這家公司的未來。從買入的第一股開始,就決定做一個長期投資者。分享三點我的感悟,希望對大家以後的投資會有所幫助。1. 不要隨波逐流,人云亦云。很多人喜歡追熱點,看別人在買什麼也跟進買。還有一些人別人看衰某家公司,自己也跟着看衰。這些隨大流的行爲大概率最終都會讓自己損失慘重。對任何公司,都要自己親自研究,彙集各方觀點,形成自己的判斷。2. 堅守自己的判斷。看好某家公司買入股票後,你的身邊一定隨時都會有很多噪音,不管是來自媒體還是身邊朋友。當你發現他們的觀點和你的不同時,不要輕易被別人影響而否定自己。如果你的判斷是經過深度研究後得出的,請堅守!3. 這是最最最最重要的一點!一定要:做時間的朋友!很多人沒意識到,時間所帶來的複利效應纔是財富最強的放大器。管住自己的手,不要頻繁操作頻繁交易。耐心地做一名股東,享受世界上最優秀企業爲你打工帶來的紅利!","text":"$特斯拉(TSLA)$盡賺39萬美金,勝利屬於長期主義者。從19年開始建倉,陸陸續續從200塊買到1500塊(拆股前)。目前總共持有630股,成本一共8.4萬,目前價值47.4萬。過去一年的時間,特斯拉一路從不到100美金(拆股後),漲到了現在的753美金。這過程中,無數媒體一路高喊特斯拉被高估,特斯拉是泡沫。身邊也有很多人賺了40%、50%就賣了,想等股價跌下來再買入。但無論周圍噪聲有多大,自己始終沒有賣出任何一股。因爲在買入特斯拉之前,自己已經做過了深度的研究,發自內心看好這家公司的未來。從買入的第一股開始,就決定做一個長期投資者。分享三點我的感悟,希望對大家以後的投資會有所幫助。1. 不要隨波逐流,人云亦云。很多人喜歡追熱點,看別人在買什麼也跟進買。還有一些人別人看衰某家公司,自己也跟着看衰。這些隨大流的行爲大概率最終都會讓自己損失慘重。對任何公司,都要自己親自研究,彙集各方觀點,形成自己的判斷。2. 堅守自己的判斷。看好某家公司買入股票後,你的身邊一定隨時都會有很多噪音,不管是來自媒體還是身邊朋友。當你發現他們的觀點和你的不同時,不要輕易被別人影響而否定自己。如果你的判斷是經過深度研究後得出的,請堅守!3. 這是最最最最重要的一點!一定要:做時間的朋友!很多人沒意識到,時間所帶來的複利效應纔是財富最強的放大器。管住自己的手,不要頻繁操作頻繁交易。耐心地做一名股東,享受世界上最優秀企業爲你打工帶來的紅利!","images":[{"img":"https://static.tigerbbs.com/a744bede352fcb1aac29e2166841edac","width":"1170","height":"2406"},{"img":"https://static.tigerbbs.com/3ecae046316828e72dae8159f2f57338","width":"1170","height":"2394"},{"img":"https://static.tigerbbs.com/6ca2c2aac48bb1610fd65934238d824c","width":"1170","height":"2406"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338297273","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335171831,"gmtCreate":1610550661123,"gmtModify":1704984527079,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335171831","repostId":"331562369","repostType":1,"repost":{"id":331562369,"gmtCreate":1609729361345,"gmtModify":1704979637289,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"港股Level 2高級行情免費開放,助你第一時間get市場行情","htmlText":"今天是2021年的一個交易日,爲了能讓大家新一年的交易更加順利,小虎特地奉上新年大禮——港股Level 2行情免費送。 與A股不同,港交所目前提供的免費行情需要手動刷新,有時還會有15分鐘的延遲。如果沒有實時行情的,下單會沒有參考價格。而如果沒有盤口數據,意味着無法看到買賣盤的支撐與壓力。這些限制無疑給摩拳擦掌想交易港股的投資者帶來了許多不便。 爲了能讓大家有更好的盯盤體驗,從2021年1月1日起,老虎證券爲大陸地區所有註冊用戶免費開通港股Level 2高級行情,現在大家打開任意港股個股詳情頁都可以看到高級行情啦。而且這次升級後,大家還可以在PC端和移動端同時使用Level 2行情,相當方便。 那港股的Level 2高級行情,對大家的交易會有什麼幫助呢? 1、實時行情 這是Level 2中最重要的功能,在傳統的港交所免費行情中,就算行情不延時,也需要進行手動刷新。也就是說如果投資者要想看到實時行情,要瘋狂點擊刷新按鈕才能保證行情的延續。而且更令人頭疼的是,基礎行情還有20支股票的限制,如果你自選股裏的港股股票超過20支,那麼20支之後的自選股,哪怕手動刷新,行情也延時15分鐘。 不過如果升級到了Level 2,這些問題就迎刃而解了,無論你的自選股裏有多少支股票,它們都可以享有實時行情,讓你快人一步掌握市場動態。 2、買賣盤口 目前老虎的港股Lv2高級行情還可以看到買賣十檔的價格和掛單量。通過掛單量的大小,我們可以判斷大致的支撐位與阻力位。就比如如果賣7現在有大量的賣單,那說明賣7其實就是一個阻力位,因爲買盤只有把賣7的單子都吃進後才能繼續往上突破,反之亦然。通過這些數據,我們也可以在一定程度上判斷未來的股價走勢。 3、逐筆成交 通過買賣盤口我們可以看到不同價格的掛單量,而逐筆成交可以看到成交訂單的成交時間、成交價和成交量。  通過上圖我們可以看出,【明細","listText":"今天是2021年的一個交易日,爲了能讓大家新一年的交易更加順利,小虎特地奉上新年大禮——港股Level 2行情免費送。 與A股不同,港交所目前提供的免費行情需要手動刷新,有時還會有15分鐘的延遲。如果沒有實時行情的,下單會沒有參考價格。而如果沒有盤口數據,意味着無法看到買賣盤的支撐與壓力。這些限制無疑給摩拳擦掌想交易港股的投資者帶來了許多不便。 爲了能讓大家有更好的盯盤體驗,從2021年1月1日起,老虎證券爲大陸地區所有註冊用戶免費開通港股Level 2高級行情,現在大家打開任意港股個股詳情頁都可以看到高級行情啦。而且這次升級後,大家還可以在PC端和移動端同時使用Level 2行情,相當方便。 那港股的Level 2高級行情,對大家的交易會有什麼幫助呢? 1、實時行情 這是Level 2中最重要的功能,在傳統的港交所免費行情中,就算行情不延時,也需要進行手動刷新。也就是說如果投資者要想看到實時行情,要瘋狂點擊刷新按鈕才能保證行情的延續。而且更令人頭疼的是,基礎行情還有20支股票的限制,如果你自選股裏的港股股票超過20支,那麼20支之後的自選股,哪怕手動刷新,行情也延時15分鐘。 不過如果升級到了Level 2,這些問題就迎刃而解了,無論你的自選股裏有多少支股票,它們都可以享有實時行情,讓你快人一步掌握市場動態。 2、買賣盤口 目前老虎的港股Lv2高級行情還可以看到買賣十檔的價格和掛單量。通過掛單量的大小,我們可以判斷大致的支撐位與阻力位。就比如如果賣7現在有大量的賣單,那說明賣7其實就是一個阻力位,因爲買盤只有把賣7的單子都吃進後才能繼續往上突破,反之亦然。通過這些數據,我們也可以在一定程度上判斷未來的股價走勢。 3、逐筆成交 通過買賣盤口我們可以看到不同價格的掛單量,而逐筆成交可以看到成交訂單的成交時間、成交價和成交量。  通過上圖我們可以看出,【明細","text":"今天是2021年的一個交易日,爲了能讓大家新一年的交易更加順利,小虎特地奉上新年大禮——港股Level 2行情免費送。 與A股不同,港交所目前提供的免費行情需要手動刷新,有時還會有15分鐘的延遲。如果沒有實時行情的,下單會沒有參考價格。而如果沒有盤口數據,意味着無法看到買賣盤的支撐與壓力。這些限制無疑給摩拳擦掌想交易港股的投資者帶來了許多不便。 爲了能讓大家有更好的盯盤體驗,從2021年1月1日起,老虎證券爲大陸地區所有註冊用戶免費開通港股Level 2高級行情,現在大家打開任意港股個股詳情頁都可以看到高級行情啦。而且這次升級後,大家還可以在PC端和移動端同時使用Level 2行情,相當方便。 那港股的Level 2高級行情,對大家的交易會有什麼幫助呢? 1、實時行情 這是Level 2中最重要的功能,在傳統的港交所免費行情中,就算行情不延時,也需要進行手動刷新。也就是說如果投資者要想看到實時行情,要瘋狂點擊刷新按鈕才能保證行情的延續。而且更令人頭疼的是,基礎行情還有20支股票的限制,如果你自選股裏的港股股票超過20支,那麼20支之後的自選股,哪怕手動刷新,行情也延時15分鐘。 不過如果升級到了Level 2,這些問題就迎刃而解了,無論你的自選股裏有多少支股票,它們都可以享有實時行情,讓你快人一步掌握市場動態。 2、買賣盤口 目前老虎的港股Lv2高級行情還可以看到買賣十檔的價格和掛單量。通過掛單量的大小,我們可以判斷大致的支撐位與阻力位。就比如如果賣7現在有大量的賣單,那說明賣7其實就是一個阻力位,因爲買盤只有把賣7的單子都吃進後才能繼續往上突破,反之亦然。通過這些數據,我們也可以在一定程度上判斷未來的股價走勢。 \u00013、逐筆成交 通過買賣盤口我們可以看到不同價格的掛單量,而逐筆成交可以看到成交訂單的成交時間、成交價和成交量。 \u0001 通過上圖我們可以看出,【明細","images":[{"img":"https://static.tigerbbs.com/e496b99bb8dbe51574d1761ecf53e08f","width":"827","height":"744"},{"img":"https://static.tigerbbs.com/b986f820fa48caa955585e55943cdb78","width":"828","height":"297"},{"img":"https://static.tigerbbs.com/9006df28e98c13dbaed452c87c093438","width":"641","height":"697"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331562369","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335171018,"gmtCreate":1610550635534,"gmtModify":1704984526753,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335171018","repostId":"338247253","repostType":1,"repost":{"id":338247253,"gmtCreate":1609924874972,"gmtModify":1704980870679,"author":{"id":"3571809216032056","authorId":"3571809216032056","name":"云书","avatar":"https://static.tigerbbs.com/22916353b37480b7f36ed0284ed0afb3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571809216032056","authorIdStr":"3571809216032056"},"themes":[],"title":"老虎中國銀行入金So easy!","htmlText":"哈囉 大家好。最近開通了老虎證券,準備港股打新,都說港股打新中籤率高,想分一杯羹。不過操作過程中,發現入金真的是很難。感覺無從下手。後來羣裏一位羣友分享了操作過程,雲書也按照這個步驟一步一步操作下來,果然成功了。所以發了這個帖子,希望可以幫助更多的新手小白。如果看到帖子小夥伴按照帖子入金成功了,煩請填寫雲書的邀請碼26EMOL,大家一起快樂賺錢。好了,下面開始吧!一.登錄中國銀行:手機網銀購匯港幣二.登錄老虎APP:找到收款銀行賬戶三.登錄中國銀行:匯款港幣到老虎的收款賬戶一.登錄中國銀行:手機網銀購匯港幣1、打開中國銀行手機APP,選擇全部服務,找到出國金融,選擇結售匯2、點擊購匯,等待30秒後,在已閱讀上打勾,下一步。首次入金至少24000港幣,我們獎勵一股阿里巴巴港股股票,價值約250港幣3、選擇需要購匯的幣種,購匯用途,一定要選擇因私旅遊!!切記,否則容易被退。如果匯港幣,選擇目的國家爲新加坡,打勾後選擇下一步完成購匯流程。 幣種:現匯外幣金額:填寫需要購匯港幣的金額預計用匯時間:2020年12月購匯用途:因私旅遊目的地國家:新加坡預計境外停留:7天旅行方式:自由行注:購匯港幣之後,銀行卡內【人民幣】餘額要剩餘200人民幣扣手續費二.登錄老虎APP:找到收款銀行賬戶1、打開老虎證券APP,選擇交易、查看入金指引,選擇對應的港幣 2、選擇銀行賬戶,找到自己的入金賬戶信息,並將賬戶信息複製到中國銀行的跨境匯款頁面。三.登錄中國銀行:境外匯款港幣到老虎的收款賬戶3、打開中國銀行手機APP找到出國金融服務,更多-出境和外幣服務跨境匯款-境外他行4、收款人名稱:您本人的姓名拼音+TI GEBKR5、收款幣種:港幣收款行SWIFT碼:DBSSSGSGXXX(如必須填寫8位代碼,則填寫DBSSSGSG)收款人賬號:88XXX老虎APP【港幣收款信息】裏面的收款人賬戶,如下收款人【","listText":"哈囉 大家好。最近開通了老虎證券,準備港股打新,都說港股打新中籤率高,想分一杯羹。不過操作過程中,發現入金真的是很難。感覺無從下手。後來羣裏一位羣友分享了操作過程,雲書也按照這個步驟一步一步操作下來,果然成功了。所以發了這個帖子,希望可以幫助更多的新手小白。如果看到帖子小夥伴按照帖子入金成功了,煩請填寫雲書的邀請碼26EMOL,大家一起快樂賺錢。好了,下面開始吧!一.登錄中國銀行:手機網銀購匯港幣二.登錄老虎APP:找到收款銀行賬戶三.登錄中國銀行:匯款港幣到老虎的收款賬戶一.登錄中國銀行:手機網銀購匯港幣1、打開中國銀行手機APP,選擇全部服務,找到出國金融,選擇結售匯2、點擊購匯,等待30秒後,在已閱讀上打勾,下一步。首次入金至少24000港幣,我們獎勵一股阿里巴巴港股股票,價值約250港幣3、選擇需要購匯的幣種,購匯用途,一定要選擇因私旅遊!!切記,否則容易被退。如果匯港幣,選擇目的國家爲新加坡,打勾後選擇下一步完成購匯流程。 幣種:現匯外幣金額:填寫需要購匯港幣的金額預計用匯時間:2020年12月購匯用途:因私旅遊目的地國家:新加坡預計境外停留:7天旅行方式:自由行注:購匯港幣之後,銀行卡內【人民幣】餘額要剩餘200人民幣扣手續費二.登錄老虎APP:找到收款銀行賬戶1、打開老虎證券APP,選擇交易、查看入金指引,選擇對應的港幣 2、選擇銀行賬戶,找到自己的入金賬戶信息,並將賬戶信息複製到中國銀行的跨境匯款頁面。三.登錄中國銀行:境外匯款港幣到老虎的收款賬戶3、打開中國銀行手機APP找到出國金融服務,更多-出境和外幣服務跨境匯款-境外他行4、收款人名稱:您本人的姓名拼音+TI GEBKR5、收款幣種:港幣收款行SWIFT碼:DBSSSGSGXXX(如必須填寫8位代碼,則填寫DBSSSGSG)收款人賬號:88XXX老虎APP【港幣收款信息】裏面的收款人賬戶,如下收款人【","text":"哈囉 大家好。最近開通了老虎證券,準備港股打新,都說港股打新中籤率高,想分一杯羹。不過操作過程中,發現入金真的是很難。感覺無從下手。後來羣裏一位羣友分享了操作過程,雲書也按照這個步驟一步一步操作下來,果然成功了。所以發了這個帖子,希望可以幫助更多的新手小白。如果看到帖子小夥伴按照帖子入金成功了,煩請填寫雲書的邀請碼26EMOL,大家一起快樂賺錢。好了,下面開始吧!一.登錄中國銀行:手機網銀購匯港幣二.登錄老虎APP:找到收款銀行賬戶三.登錄中國銀行:匯款港幣到老虎的收款賬戶一.登錄中國銀行:手機網銀購匯港幣1、打開中國銀行手機APP,選擇全部服務,找到出國金融,選擇結售匯2、點擊購匯,等待30秒後,在已閱讀上打勾,下一步。首次入金至少24000港幣,我們獎勵一股阿里巴巴港股股票,價值約250港幣3、選擇需要購匯的幣種,購匯用途,一定要選擇因私旅遊!!切記,否則容易被退。如果匯港幣,選擇目的國家爲新加坡,打勾後選擇下一步完成購匯流程。 幣種:現匯外幣金額:填寫需要購匯港幣的金額預計用匯時間:2020年12月購匯用途:因私旅遊目的地國家:新加坡預計境外停留:7天旅行方式:自由行注:購匯港幣之後,銀行卡內【人民幣】餘額要剩餘200人民幣扣手續費二.登錄老虎APP:找到收款銀行賬戶1、打開老虎證券APP,選擇交易、查看入金指引,選擇對應的港幣 2、選擇銀行賬戶,找到自己的入金賬戶信息,並將賬戶信息複製到中國銀行的跨境匯款頁面。三.登錄中國銀行:境外匯款港幣到老虎的收款賬戶3、打開中國銀行手機APP找到出國金融服務,更多-出境和外幣服務跨境匯款-境外他行4、收款人名稱:您本人的姓名拼音+TI GEBKR5、收款幣種:港幣收款行SWIFT碼:DBSSSGSGXXX(如必須填寫8位代碼,則填寫DBSSSGSG)收款人賬號:88XXX老虎APP【港幣收款信息】裏面的收款人賬戶,如下收款人【","images":[{"img":"https://static.tigerbbs.com/6cbfa1ae8b2ecdffd1d4c2497d7baa25","width":"500","height":"871"},{"img":"https://static.tigerbbs.com/a24cfb107c07665ae1bfe7476133add2","width":"450","height":"160"},{"img":"https://static.tigerbbs.com/915082d3b88ad8d9eccf582d50eb1fde","width":"368","height":"431"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338247253","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335170636,"gmtCreate":1610550470425,"gmtModify":1704984523517,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Let’s go","listText":"Let’s go","text":"Let’s go","images":[{"img":"https://static.tigerbbs.com/797bd75bce69f8bb3b7386bf875c30d3","width":"750","height":"2322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335170636","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":332402967,"gmtCreate":1610447581759,"gmtModify":1704983727929,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332402967","repostId":"332963309","repostType":1,"repost":{"id":332963309,"gmtCreate":1610280000000,"gmtModify":1704982840687,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"三次變革:美國投行的財富管理演進史","htmlText":"來 源 | 廣發證券金融產品研究所 導讀 本文介紹了佣金自由化後美國證券行業40餘年的發展歷史,從1975年至今,美國投行財富管理業務大致經歷了三個發展階段,從大資管行業迅速擴張,投行財富管理以代銷的形成開始;到財富管理的業務再升級;再到金融危機後,獨立投行向全能銀行轉變。敬請閱讀。 正文 佣金自由化後美國證券行業40餘年發展可以分爲三個階段: ▶ 1975-1989年,佣金自由化後,大資管行業迅速擴張,投行財富管理以代銷的形成走進舞臺。 ▶ 1990-2008年,投行資管競爭力不足,財富管理業務再升級。 ▶ 到2009年以後,投行的資管能力逐步減弱,而金融危機之後,財富管理的分化也不斷加劇。雷曼兄弟破產,美林被美國銀行收購,貝爾斯登被摩根大通收購,高盛和摩根士丹利轉爲銀行控股公司,行業格局重塑,獨立投行向全能銀行轉變。 1975-1989年 佣金自由化後,大資管行業迅速擴張 投行財富管理以代銷的形成走進舞臺 上世紀70年代,美國投行經營較環境較爲艱難,受兩次石油危機影響,美國處於惡性通脹時期,GDP增速放緩,美聯儲爲了抑制通脹,將聯邦基金利率調至高位,複雜的利率環境和疲軟的經濟增速給股票和債券市場帶來較大負面影響。 1975年美國國會批准了對《1934證券交易法》的修訂,在1975《證券法修正案》的指引下,美國證券交易委員會(SEC)與紐約證券交易所通力合作,結束了運行長達180年的固定交易佣金制度,這一法令也深遠地影響了證券行業的競爭格局。 1975《證券法修正案》頒佈後,機構投資者首先享受到佣金率大幅下降的紅利,僅5年後,機構平均每股佣金就由法令發佈前的25.3美分迅速降至12.2美分,佣金率由0.64%降至0.39%。 券商充分利用價格歧視策略,向交易規模較小的個人投資者收取較高佣金,向交易規模較大的機構","listText":"來 源 | 廣發證券金融產品研究所 導讀 本文介紹了佣金自由化後美國證券行業40餘年的發展歷史,從1975年至今,美國投行財富管理業務大致經歷了三個發展階段,從大資管行業迅速擴張,投行財富管理以代銷的形成開始;到財富管理的業務再升級;再到金融危機後,獨立投行向全能銀行轉變。敬請閱讀。 正文 佣金自由化後美國證券行業40餘年發展可以分爲三個階段: ▶ 1975-1989年,佣金自由化後,大資管行業迅速擴張,投行財富管理以代銷的形成走進舞臺。 ▶ 1990-2008年,投行資管競爭力不足,財富管理業務再升級。 ▶ 到2009年以後,投行的資管能力逐步減弱,而金融危機之後,財富管理的分化也不斷加劇。雷曼兄弟破產,美林被美國銀行收購,貝爾斯登被摩根大通收購,高盛和摩根士丹利轉爲銀行控股公司,行業格局重塑,獨立投行向全能銀行轉變。 1975-1989年 佣金自由化後,大資管行業迅速擴張 投行財富管理以代銷的形成走進舞臺 上世紀70年代,美國投行經營較環境較爲艱難,受兩次石油危機影響,美國處於惡性通脹時期,GDP增速放緩,美聯儲爲了抑制通脹,將聯邦基金利率調至高位,複雜的利率環境和疲軟的經濟增速給股票和債券市場帶來較大負面影響。 1975年美國國會批准了對《1934證券交易法》的修訂,在1975《證券法修正案》的指引下,美國證券交易委員會(SEC)與紐約證券交易所通力合作,結束了運行長達180年的固定交易佣金制度,這一法令也深遠地影響了證券行業的競爭格局。 1975《證券法修正案》頒佈後,機構投資者首先享受到佣金率大幅下降的紅利,僅5年後,機構平均每股佣金就由法令發佈前的25.3美分迅速降至12.2美分,佣金率由0.64%降至0.39%。 券商充分利用價格歧視策略,向交易規模較小的個人投資者收取較高佣金,向交易規模較大的機構","text":"來 源 | 廣發證券金融產品研究所 導讀 本文介紹了佣金自由化後美國證券行業40餘年的發展歷史,從1975年至今,美國投行財富管理業務大致經歷了三個發展階段,從大資管行業迅速擴張,投行財富管理以代銷的形成開始;到財富管理的業務再升級;再到金融危機後,獨立投行向全能銀行轉變。敬請閱讀。 正文 佣金自由化後美國證券行業40餘年發展可以分爲三個階段: ▶ 1975-1989年,佣金自由化後,大資管行業迅速擴張,投行財富管理以代銷的形成走進舞臺。 ▶ 1990-2008年,投行資管競爭力不足,財富管理業務再升級。 ▶ 到2009年以後,投行的資管能力逐步減弱,而金融危機之後,財富管理的分化也不斷加劇。雷曼兄弟破產,美林被美國銀行收購,貝爾斯登被摩根大通收購,高盛和摩根士丹利轉爲銀行控股公司,行業格局重塑,獨立投行向全能銀行轉變。 1975-1989年 佣金自由化後,大資管行業迅速擴張 投行財富管理以代銷的形成走進舞臺 上世紀70年代,美國投行經營較環境較爲艱難,受兩次石油危機影響,美國處於惡性通脹時期,GDP增速放緩,美聯儲爲了抑制通脹,將聯邦基金利率調至高位,複雜的利率環境和疲軟的經濟增速給股票和債券市場帶來較大負面影響。 1975年美國國會批准了對《1934證券交易法》的修訂,在1975《證券法修正案》的指引下,美國證券交易委員會(SEC)與紐約證券交易所通力合作,結束了運行長達180年的固定交易佣金制度,這一法令也深遠地影響了證券行業的競爭格局。 1975《證券法修正案》頒佈後,機構投資者首先享受到佣金率大幅下降的紅利,僅5年後,機構平均每股佣金就由法令發佈前的25.3美分迅速降至12.2美分,佣金率由0.64%降至0.39%。 券商充分利用價格歧視策略,向交易規模較小的個人投資者收取較高佣金,向交易規模較大的機構","images":[{"img":"https://static.tigerbbs.com/3d335dad794b4def9b55162328f29b3c","width":"291","height":"182"},{"img":"https://static.tigerbbs.com/7306900774bc400f8941e14ee2e7f62d","width":"1","height":"1"},{"img":"https://static.tigerbbs.com/5d28a0ef82424ea58140183638065449","width":"261","height":"233"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332963309","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":38,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332402011,"gmtCreate":1610447563633,"gmtModify":1704983727606,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332402011","repostId":"332320921","repostType":1,"repost":{"id":332320921,"gmtCreate":1610340151463,"gmtModify":1704982982432,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"信息量極大!新世界首富馬斯克最新訪談(66分鐘完整原版英字)","htmlText":"\n \n \n 投資未來,投資科技的一次教科書式的專訪。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 主要內容包括:1. 談新冠病毒:mRNA是醫學的未來2. 談戰略:主動併購不是特斯拉想要的3. 談競爭:特斯拉最厲害的對手或許來自中國(蔚來,比亞迪?)4. 談自動駕駛:我相信比人類駕駛更安全5. 談電池:鎳是最讓特斯拉頭疼的問題6. 談柏林工廠:效率和環境考量成爲選址原因7. 談個人財富:持股是給建火星城攢錢8. 談孩子:沒有人口過剩,人類應該生孩子9. 談成長:最有幫助的事情是閱讀(讀書吧,少年)10. 談AI:AI和人類或許會形成共生關係11. 談個人角色:我把自己定義成一名工程師(跟王傳福總一樣的口號)12. 談火星:兩三年後我可能會登陸火星13. 談興趣:喜歡電子音樂,還出了個人單曲還有一個非常科技、夢幻的開場和結尾。@全球視頻精選Premium的微博視頻\n \n","listText":"投資未來,投資科技的一次教科書式的專訪。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 主要內容包括:1. 談新冠病毒:mRNA是醫學的未來2. 談戰略:主動併購不是特斯拉想要的3. 談競爭:特斯拉最厲害的對手或許來自中國(蔚來,比亞迪?)4. 談自動駕駛:我相信比人類駕駛更安全5. 談電池:鎳是最讓特斯拉頭疼的問題6. 談柏林工廠:效率和環境考量成爲選址原因7. 談個人財富:持股是給建火星城攢錢8. 談孩子:沒有人口過剩,人類應該生孩子9. 談成長:最有幫助的事情是閱讀(讀書吧,少年)10. 談AI:AI和人類或許會形成共生關係11. 談個人角色:我把自己定義成一名工程師(跟王傳福總一樣的口號)12. 談火星:兩三年後我可能會登陸火星13. 談興趣:喜歡電子音樂,還出了個人單曲還有一個非常科技、夢幻的開場和結尾。@全球視頻精選Premium的微博視頻","text":"投資未來,投資科技的一次教科書式的專訪。$特斯拉(TSLA)$ 主要內容包括:1. 談新冠病毒:mRNA是醫學的未來2. 談戰略:主動併購不是特斯拉想要的3. 談競爭:特斯拉最厲害的對手或許來自中國(蔚來,比亞迪?)4. 談自動駕駛:我相信比人類駕駛更安全5. 談電池:鎳是最讓特斯拉頭疼的問題6. 談柏林工廠:效率和環境考量成爲選址原因7. 談個人財富:持股是給建火星城攢錢8. 談孩子:沒有人口過剩,人類應該生孩子9. 談成長:最有幫助的事情是閱讀(讀書吧,少年)10. 談AI:AI和人類或許會形成共生關係11. 談個人角色:我把自己定義成一名工程師(跟王傳福總一樣的口號)12. 談火星:兩三年後我可能會登陸火星13. 談興趣:喜歡電子音樂,還出了個人單曲還有一個非常科技、夢幻的開場和結尾。@全球視頻精選Premium的微博視頻","images":[{"img":"https://static.tigerbbs.com/06bdf5b8d7bdc14e81accb1de5ea5ccd","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332320921","isVote":1,"tweetType":2,"object":{"id":"9546fc993d08402787fc94211e261c20","tweetId":"332320921","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/a7eefb085285890812560402864/v.f30.mp4","poster":"https://static.tigerbbs.com/06bdf5b8d7bdc14e81accb1de5ea5ccd"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332406753,"gmtCreate":1610447551272,"gmtModify":1704983727444,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332406753","repostId":"332953086","repostType":1,"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332406457,"gmtCreate":1610447524979,"gmtModify":1704983727120,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332406457","repostId":"338371925","repostType":1,"repost":{"id":338371925,"gmtCreate":1609842391361,"gmtModify":1704980344936,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【2020投資大覆盤】普通散戶是如何完成逆襲的?","htmlText":"感謝大家對覆盤活動的積極參與和喜愛,在此期間收到大量參與的虎友對於活動延期的訴求,爲了大家能夠有更長的時間覆盤及活動獎勵,因此決定將覆盤活動延長至1月10日,參與覆盤活動,就有機會成爲幸運虎友,領取2021年老虎典藏版檯曆及蘋果AirPods Pro,蘋果股票免傭卡等多重好禮。 下面就讓我們一起來欣賞一下往期的精彩回顧,看看虎友最走心的投資故事~ <a href=\"https://laohu8.com/TW/331918902\" target=\"_blank\">【2020投資大覆盤】炒股1年賺70倍,我剛剛辭職 !</a> <a href=\"https://laohu8.com/TW/339507836\" target=\"_blank\">【2020投資大覆盤】從十萬到百萬美元,他經歷了什麼?</a> <a href=\"https://laohu8.com/TW/397568380\" target=\"_blank\">《2020投資大覆盤》想看看賬戶翻了20倍的虎友都有哪些心得嗎?</a> <a href=\"https://laohu8.com/TW/395509329\" target=\"_blank\">《2020投資大覆盤》看看翻了十倍的虎友有哪些心得 </a> <a href=\"https://laohu8.com/TW/396158281\" target=\"_blank\">《2020投資大覆盤》看看一年8倍收益的虎友心得</a> 小虎君從上週參與覆盤的虎友們選出了10篇優質內容,下面就讓我們一起來欣賞一下 <a href=\"https://laohu8.com/TW/331213483\" target=\"_blank\">2020年我在股市一共賺了335萬 </a>","listText":"感謝大家對覆盤活動的積極參與和喜愛,在此期間收到大量參與的虎友對於活動延期的訴求,爲了大家能夠有更長的時間覆盤及活動獎勵,因此決定將覆盤活動延長至1月10日,參與覆盤活動,就有機會成爲幸運虎友,領取2021年老虎典藏版檯曆及蘋果AirPods Pro,蘋果股票免傭卡等多重好禮。 下面就讓我們一起來欣賞一下往期的精彩回顧,看看虎友最走心的投資故事~ <a href=\"https://laohu8.com/TW/331918902\" target=\"_blank\">【2020投資大覆盤】炒股1年賺70倍,我剛剛辭職 !</a> <a href=\"https://laohu8.com/TW/339507836\" target=\"_blank\">【2020投資大覆盤】從十萬到百萬美元,他經歷了什麼?</a> <a href=\"https://laohu8.com/TW/397568380\" target=\"_blank\">《2020投資大覆盤》想看看賬戶翻了20倍的虎友都有哪些心得嗎?</a> <a href=\"https://laohu8.com/TW/395509329\" target=\"_blank\">《2020投資大覆盤》看看翻了十倍的虎友有哪些心得 </a> <a href=\"https://laohu8.com/TW/396158281\" target=\"_blank\">《2020投資大覆盤》看看一年8倍收益的虎友心得</a> 小虎君從上週參與覆盤的虎友們選出了10篇優質內容,下面就讓我們一起來欣賞一下 <a href=\"https://laohu8.com/TW/331213483\" target=\"_blank\">2020年我在股市一共賺了335萬 </a>","text":"感謝大家對覆盤活動的積極參與和喜愛,在此期間收到大量參與的虎友對於活動延期的訴求,爲了大家能夠有更長的時間覆盤及活動獎勵,因此決定將覆盤活動延長至1月10日,參與覆盤活動,就有機會成爲幸運虎友,領取2021年老虎典藏版檯曆及蘋果AirPods Pro,蘋果股票免傭卡等多重好禮。 下面就讓我們一起來欣賞一下往期的精彩回顧,看看虎友最走心的投資故事~ 【2020投資大覆盤】炒股1年賺70倍,我剛剛辭職 ! 【2020投資大覆盤】從十萬到百萬美元,他經歷了什麼? 《2020投資大覆盤》想看看賬戶翻了20倍的虎友都有哪些心得嗎? 《2020投資大覆盤》看看翻了十倍的虎友有哪些心得 《2020投資大覆盤》看看一年8倍收益的虎友心得 小虎君從上週參與覆盤的虎友們選出了10篇優質內容,下面就讓我們一起來欣賞一下 2020年我在股市一共賺了335萬","images":[{"img":"https://static.tigerbbs.com/2dc9c23c9fa1008f2da2ce0eabb5714c","width":"225","height":"225"},{"img":"https://static.tigerbbs.com/9d0c55499e647a5931f98bec9c3f54bd","width":"600","height":"600"},{"img":"https://static.tigerbbs.com/bb0ccdab366dee8be614174971e45901","width":"5972","height":"3684"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338371925","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":338130688,"gmtCreate":1609848895444,"gmtModify":1704980383082,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/338130688","repostId":"331302390","repostType":1,"repost":{"id":331302390,"gmtCreate":1609425554702,"gmtModify":1704978979766,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"2020年牛股大放送:哪些股票仍然值得期待?","htmlText":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。<a href=\"https://www.laohu8.com/post/399843599\" target=\"_blank\">《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》</a>202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特幣基金(GBTC)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 聯繫到一起的投資者也","listText":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。<a href=\"https://www.laohu8.com/post/399843599\" target=\"_blank\">《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》</a>202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特幣基金(GBTC)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 聯繫到一起的投資者也","text":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司$Palantir Technologies Inc.(PLTR)$ ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把$比特幣基金(GBTC)$ 和$Square, Inc(SQ)$ 聯繫到一起的投資者也","images":[{"img":"https://static.tigerbbs.com/d00a1f4a9cd0194073555df8b8968ff0","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/ebd63393d5fb5385bb20e71d176a4873","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/47878b7f01ce6f24f5b841b68907d456","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331302390","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335176465,"gmtCreate":1610550744757,"gmtModify":1704984530489,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335176465","repostId":"332531093","repostType":1,"repost":{"id":332531093,"gmtCreate":1610429659712,"gmtModify":1704983611278,"author":{"id":"3541377675348678","authorId":"3541377675348678","name":"少年维特","avatar":"https://static.tigerbbs.com/e1bdb6640a3e75becbeddd8174c1a002","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541377675348678","authorIdStr":"3541377675348678"},"themes":[],"title":"百度的估值修訂:1000億美元應該是個起點","htmlText":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","listText":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","text":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332531093","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335176101,"gmtCreate":1610550729003,"gmtModify":1704984529838,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335176101","repostId":"332835828","repostType":1,"repost":{"id":332835828,"gmtCreate":1610366520000,"gmtModify":1704983208894,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"美國越來越像10年前的中國,而中國像10年前的美國","htmlText":"作 者 | 徐小慶 來 源 | 敦和資管 導讀 本文來自2020年12月26日 敦和資管2021投資策略報告會徐小慶發言,他對各類資產主要觀點如下: 債券:債券雖然沒有明顯的趨勢性機會,但目前已經有了不錯安全邊際,適當在組合中增加債券的配置有利於防範黑天鵝的風險。 商品:海外週期上行,尤其美國居民正在主動加大地產配置,會帶動商品需求。商品投資機會相對股票和債券會更大,與海外相關的商品表現會優於內需類品種。 股票:如果明年政府收縮流動性,估值大概率會回落。要圍繞有全球競爭力的製造業來投資,出口推動企業盈利以及企業自身的佈局是明年能夠有超額收益表現主要的一個來源。2021年上半年金融週期、製造類股票表現可能好於科技、消費類股票。 利率:穩槓桿是否需要緊貨幣 最新中央經濟工作會議上,政府明確提到要保持宏觀槓桿率的基本穩定。今年宏觀槓桿率相對於去年上升了25個百分點,上一次出現這樣大的升幅是在2009年應對次貸危機階段,這肯定不是常態,意味着明年的升幅會有一個大的下降。歷史上2010-2011年和2017-2018年,都是宏觀槓桿率升幅比較小的年份,這些年份有一個共同的特點:股票市場的表現是不太理想的,要麼是熊市,要麼是結構性的牛市。從這個角度去理解明年市場,需要降低對明年風險類資產整體回報率的預期。過去兩年A股市場其實爲我們提供了非常高的回報,指數漲了很多,基金公司持有的核心個股的漲幅就更大。在宏觀槓桿率相對上升速度放緩的年份,一定會對風險資產有負面的影響。 具體到數據上,預計2021年GDP名義增速在10%左右,如果宏觀槓桿率升幅控制在5個百分點以內,那麼社融增速應該不超過12%,僅略高於GDP名義增速。不管什麼資產,漲一定要有貨幣的推動,如果貨幣的增速出現回落,意味着整體的資產漲幅一定會下降。 如果政府明年開始收縮流動性,風險資產是否會","listText":"作 者 | 徐小慶 來 源 | 敦和資管 導讀 本文來自2020年12月26日 敦和資管2021投資策略報告會徐小慶發言,他對各類資產主要觀點如下: 債券:債券雖然沒有明顯的趨勢性機會,但目前已經有了不錯安全邊際,適當在組合中增加債券的配置有利於防範黑天鵝的風險。 商品:海外週期上行,尤其美國居民正在主動加大地產配置,會帶動商品需求。商品投資機會相對股票和債券會更大,與海外相關的商品表現會優於內需類品種。 股票:如果明年政府收縮流動性,估值大概率會回落。要圍繞有全球競爭力的製造業來投資,出口推動企業盈利以及企業自身的佈局是明年能夠有超額收益表現主要的一個來源。2021年上半年金融週期、製造類股票表現可能好於科技、消費類股票。 利率:穩槓桿是否需要緊貨幣 最新中央經濟工作會議上,政府明確提到要保持宏觀槓桿率的基本穩定。今年宏觀槓桿率相對於去年上升了25個百分點,上一次出現這樣大的升幅是在2009年應對次貸危機階段,這肯定不是常態,意味着明年的升幅會有一個大的下降。歷史上2010-2011年和2017-2018年,都是宏觀槓桿率升幅比較小的年份,這些年份有一個共同的特點:股票市場的表現是不太理想的,要麼是熊市,要麼是結構性的牛市。從這個角度去理解明年市場,需要降低對明年風險類資產整體回報率的預期。過去兩年A股市場其實爲我們提供了非常高的回報,指數漲了很多,基金公司持有的核心個股的漲幅就更大。在宏觀槓桿率相對上升速度放緩的年份,一定會對風險資產有負面的影響。 具體到數據上,預計2021年GDP名義增速在10%左右,如果宏觀槓桿率升幅控制在5個百分點以內,那麼社融增速應該不超過12%,僅略高於GDP名義增速。不管什麼資產,漲一定要有貨幣的推動,如果貨幣的增速出現回落,意味着整體的資產漲幅一定會下降。 如果政府明年開始收縮流動性,風險資產是否會","text":"作 者 | 徐小慶 來 源 | 敦和資管 導讀 本文來自2020年12月26日 敦和資管2021投資策略報告會徐小慶發言,他對各類資產主要觀點如下: 債券:債券雖然沒有明顯的趨勢性機會,但目前已經有了不錯安全邊際,適當在組合中增加債券的配置有利於防範黑天鵝的風險。 商品:海外週期上行,尤其美國居民正在主動加大地產配置,會帶動商品需求。商品投資機會相對股票和債券會更大,與海外相關的商品表現會優於內需類品種。 股票:如果明年政府收縮流動性,估值大概率會回落。要圍繞有全球競爭力的製造業來投資,出口推動企業盈利以及企業自身的佈局是明年能夠有超額收益表現主要的一個來源。2021年上半年金融週期、製造類股票表現可能好於科技、消費類股票。 利率:穩槓桿是否需要緊貨幣 最新中央經濟工作會議上,政府明確提到要保持宏觀槓桿率的基本穩定。今年宏觀槓桿率相對於去年上升了25個百分點,上一次出現這樣大的升幅是在2009年應對次貸危機階段,這肯定不是常態,意味着明年的升幅會有一個大的下降。歷史上2010-2011年和2017-2018年,都是宏觀槓桿率升幅比較小的年份,這些年份有一個共同的特點:股票市場的表現是不太理想的,要麼是熊市,要麼是結構性的牛市。從這個角度去理解明年市場,需要降低對明年風險類資產整體回報率的預期。過去兩年A股市場其實爲我們提供了非常高的回報,指數漲了很多,基金公司持有的核心個股的漲幅就更大。在宏觀槓桿率相對上升速度放緩的年份,一定會對風險資產有負面的影響。 具體到數據上,預計2021年GDP名義增速在10%左右,如果宏觀槓桿率升幅控制在5個百分點以內,那麼社融增速應該不超過12%,僅略高於GDP名義增速。不管什麼資產,漲一定要有貨幣的推動,如果貨幣的增速出現回落,意味着整體的資產漲幅一定會下降。 如果政府明年開始收縮流動性,風險資產是否會","images":[{"img":"https://static.tigerbbs.com/fd4e37f46c634dff97b6496ac00094b5","width":"622","height":"237"},{"img":"https://static.tigerbbs.com/1e92c38246254e8182e5e439871fb61e","width":"83","height":"83"},{"img":"https://static.tigerbbs.com/88b4c9ddfc664f6eaee2fa618e3c8783","width":"1080","height":"376"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332835828","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":62,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335178440,"gmtCreate":1610550713980,"gmtModify":1704984529354,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335178440","repostId":"332479999","repostType":1,"repost":{"id":332479999,"gmtCreate":1610454900000,"gmtModify":1704983844747,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"感動哭了,終於賺到了狗錢","htmlText":" 這是前段時間拿的兩隻票,有圖有真相,社區兄弟應該有印象,我之前分享過這個持倉,還奶了一把海康威視。這是繼毒奶fubo.tv後終於在A股賺錢了,好感動,終於賺錢了! 由於今天暴漲9%,今天三一重工快50了,我的也有60%的浮盈了。真想說一句,三一海康我愛你,如果法律它允許。 我的眼淚都快下來了,過去一年真的是買啥虧啥,空啥漲啥。狗錢沒賺到,狗事情遇到一大把,20年怕不是狗年吧。 還好今年開局真的不錯,賺錢的感覺真讓人舒服,就像保健一樣。再一次感動得留下眼淚。 雖然不好說追不追,還是來聊聊我當時買三一的想法吧。 “山與山不遇,人和人相逢”——三一的炒作史 “山與山不遇,人和人相逢”,20年3月13日下午,滿載防疫物資的專用車從三一集團出發,這是三一集團捐獻給德國的160箱口罩。將第一時間運往香港物流中心並飛向德國斯圖加特。 在包裝箱上,印刷的就是這句德國諺語——“山與山不遇,人和人相逢”。 做一點點改變,我和三一重工股票的相遇則是: “山與山不遇,人和股相逢”(怎麼感覺有點邪惡)! 作爲一個老韭菜,我對三一這家公司還是有所瞭解的。三一基本不會錯過每一次大牛市。 *06-07年,股權分置改革牛,三一在05年就率先完成股權分置改革,成爲那輪牛市的明星股。 *08-09年,四萬億基建牛,三一是基建的核心標的。走牛並突破了07年前高。 *15年,一帶一路工業4.0牛,三一不算核心標的,但也走出了幾倍的行情。 *19-20年,基金機構抱團牛,這一波其實不錯,從7塊漲到現在46。 所以這家公司其實還是不錯,長拿比較穩。幅度一定不會讓人失望,只是作爲很多指數的成分股,三一走的是慢牛行情。 三一的基本面情況——gdp概念股 三一重工是中國最大,世界第五的工程機械製造商,混泥土泵車多年全球銷量第一。各種工程機械設備很多都來自三一。舉個例子,挖掘","listText":" 這是前段時間拿的兩隻票,有圖有真相,社區兄弟應該有印象,我之前分享過這個持倉,還奶了一把海康威視。這是繼毒奶fubo.tv後終於在A股賺錢了,好感動,終於賺錢了! 由於今天暴漲9%,今天三一重工快50了,我的也有60%的浮盈了。真想說一句,三一海康我愛你,如果法律它允許。 我的眼淚都快下來了,過去一年真的是買啥虧啥,空啥漲啥。狗錢沒賺到,狗事情遇到一大把,20年怕不是狗年吧。 還好今年開局真的不錯,賺錢的感覺真讓人舒服,就像保健一樣。再一次感動得留下眼淚。 雖然不好說追不追,還是來聊聊我當時買三一的想法吧。 “山與山不遇,人和人相逢”——三一的炒作史 “山與山不遇,人和人相逢”,20年3月13日下午,滿載防疫物資的專用車從三一集團出發,這是三一集團捐獻給德國的160箱口罩。將第一時間運往香港物流中心並飛向德國斯圖加特。 在包裝箱上,印刷的就是這句德國諺語——“山與山不遇,人和人相逢”。 做一點點改變,我和三一重工股票的相遇則是: “山與山不遇,人和股相逢”(怎麼感覺有點邪惡)! 作爲一個老韭菜,我對三一這家公司還是有所瞭解的。三一基本不會錯過每一次大牛市。 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三一的基本面情況——gdp概念股 三一重工是中國最大,世界第五的工程機械製造商,混泥土泵車多年全球銷量第一。各種工程機械設備很多都來自三一。舉個例子,挖掘","images":[{"img":"https://static.tigerbbs.com/bf4e17087ab5487789e4d7db6546637f"},{"img":"https://static.tigerbbs.com/d9485d5c94274bef99c43123ddc65d0b"},{"img":"https://static.tigerbbs.com/b4d0c580bbd14951a08cbd18bb096d1f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332479999","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335178991,"gmtCreate":1610550682713,"gmtModify":1704984528546,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335178991","repostId":"338297273","repostType":1,"repost":{"id":338297273,"gmtCreate":1609913634092,"gmtModify":1704980783745,"author":{"id":"3536812237320616","authorId":"3536812237320616","name":"财富密码团","avatar":"https://static.tigerbbs.com/8266ec727eeefbc3c9ae0b5a03e92ea5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536812237320616","authorIdStr":"3536812237320616"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>盡賺39萬美金,勝利屬於長期主義者。從19年開始建倉,陸陸續續從200塊買到1500塊(拆股前)。目前總共持有630股,成本一共8.4萬,目前價值47.4萬。過去一年的時間,特斯拉一路從不到100美金(拆股後),漲到了現在的753美金。這過程中,無數媒體一路高喊特斯拉被高估,特斯拉是泡沫。身邊也有很多人賺了40%、50%就賣了,想等股價跌下來再買入。但無論周圍噪聲有多大,自己始終沒有賣出任何一股。因爲在買入特斯拉之前,自己已經做過了深度的研究,發自內心看好這家公司的未來。從買入的第一股開始,就決定做一個長期投資者。分享三點我的感悟,希望對大家以後的投資會有所幫助。1. 不要隨波逐流,人云亦云。很多人喜歡追熱點,看別人在買什麼也跟進買。還有一些人別人看衰某家公司,自己也跟着看衰。這些隨大流的行爲大概率最終都會讓自己損失慘重。對任何公司,都要自己親自研究,彙集各方觀點,形成自己的判斷。2. 堅守自己的判斷。看好某家公司買入股票後,你的身邊一定隨時都會有很多噪音,不管是來自媒體還是身邊朋友。當你發現他們的觀點和你的不同時,不要輕易被別人影響而否定自己。如果你的判斷是經過深度研究後得出的,請堅守!3. 這是最最最最重要的一點!一定要:做時間的朋友!很多人沒意識到,時間所帶來的複利效應纔是財富最強的放大器。管住自己的手,不要頻繁操作頻繁交易。耐心地做一名股東,享受世界上最優秀企業爲你打工帶來的紅利!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>盡賺39萬美金,勝利屬於長期主義者。從19年開始建倉,陸陸續續從200塊買到1500塊(拆股前)。目前總共持有630股,成本一共8.4萬,目前價值47.4萬。過去一年的時間,特斯拉一路從不到100美金(拆股後),漲到了現在的753美金。這過程中,無數媒體一路高喊特斯拉被高估,特斯拉是泡沫。身邊也有很多人賺了40%、50%就賣了,想等股價跌下來再買入。但無論周圍噪聲有多大,自己始終沒有賣出任何一股。因爲在買入特斯拉之前,自己已經做過了深度的研究,發自內心看好這家公司的未來。從買入的第一股開始,就決定做一個長期投資者。分享三點我的感悟,希望對大家以後的投資會有所幫助。1. 不要隨波逐流,人云亦云。很多人喜歡追熱點,看別人在買什麼也跟進買。還有一些人別人看衰某家公司,自己也跟着看衰。這些隨大流的行爲大概率最終都會讓自己損失慘重。對任何公司,都要自己親自研究,彙集各方觀點,形成自己的判斷。2. 堅守自己的判斷。看好某家公司買入股票後,你的身邊一定隨時都會有很多噪音,不管是來自媒體還是身邊朋友。當你發現他們的觀點和你的不同時,不要輕易被別人影響而否定自己。如果你的判斷是經過深度研究後得出的,請堅守!3. 這是最最最最重要的一點!一定要:做時間的朋友!很多人沒意識到,時間所帶來的複利效應纔是財富最強的放大器。管住自己的手,不要頻繁操作頻繁交易。耐心地做一名股東,享受世界上最優秀企業爲你打工帶來的紅利!","text":"$特斯拉(TSLA)$盡賺39萬美金,勝利屬於長期主義者。從19年開始建倉,陸陸續續從200塊買到1500塊(拆股前)。目前總共持有630股,成本一共8.4萬,目前價值47.4萬。過去一年的時間,特斯拉一路從不到100美金(拆股後),漲到了現在的753美金。這過程中,無數媒體一路高喊特斯拉被高估,特斯拉是泡沫。身邊也有很多人賺了40%、50%就賣了,想等股價跌下來再買入。但無論周圍噪聲有多大,自己始終沒有賣出任何一股。因爲在買入特斯拉之前,自己已經做過了深度的研究,發自內心看好這家公司的未來。從買入的第一股開始,就決定做一個長期投資者。分享三點我的感悟,希望對大家以後的投資會有所幫助。1. 不要隨波逐流,人云亦云。很多人喜歡追熱點,看別人在買什麼也跟進買。還有一些人別人看衰某家公司,自己也跟着看衰。這些隨大流的行爲大概率最終都會讓自己損失慘重。對任何公司,都要自己親自研究,彙集各方觀點,形成自己的判斷。2. 堅守自己的判斷。看好某家公司買入股票後,你的身邊一定隨時都會有很多噪音,不管是來自媒體還是身邊朋友。當你發現他們的觀點和你的不同時,不要輕易被別人影響而否定自己。如果你的判斷是經過深度研究後得出的,請堅守!3. 這是最最最最重要的一點!一定要:做時間的朋友!很多人沒意識到,時間所帶來的複利效應纔是財富最強的放大器。管住自己的手,不要頻繁操作頻繁交易。耐心地做一名股東,享受世界上最優秀企業爲你打工帶來的紅利!","images":[{"img":"https://static.tigerbbs.com/a744bede352fcb1aac29e2166841edac","width":"1170","height":"2406"},{"img":"https://static.tigerbbs.com/3ecae046316828e72dae8159f2f57338","width":"1170","height":"2394"},{"img":"https://static.tigerbbs.com/6ca2c2aac48bb1610fd65934238d824c","width":"1170","height":"2406"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338297273","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335171831,"gmtCreate":1610550661123,"gmtModify":1704984527079,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335171831","repostId":"331562369","repostType":1,"repost":{"id":331562369,"gmtCreate":1609729361345,"gmtModify":1704979637289,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"港股Level 2高級行情免費開放,助你第一時間get市場行情","htmlText":"今天是2021年的一個交易日,爲了能讓大家新一年的交易更加順利,小虎特地奉上新年大禮——港股Level 2行情免費送。 與A股不同,港交所目前提供的免費行情需要手動刷新,有時還會有15分鐘的延遲。如果沒有實時行情的,下單會沒有參考價格。而如果沒有盤口數據,意味着無法看到買賣盤的支撐與壓力。這些限制無疑給摩拳擦掌想交易港股的投資者帶來了許多不便。 爲了能讓大家有更好的盯盤體驗,從2021年1月1日起,老虎證券爲大陸地區所有註冊用戶免費開通港股Level 2高級行情,現在大家打開任意港股個股詳情頁都可以看到高級行情啦。而且這次升級後,大家還可以在PC端和移動端同時使用Level 2行情,相當方便。 那港股的Level 2高級行情,對大家的交易會有什麼幫助呢? 1、實時行情 這是Level 2中最重要的功能,在傳統的港交所免費行情中,就算行情不延時,也需要進行手動刷新。也就是說如果投資者要想看到實時行情,要瘋狂點擊刷新按鈕才能保證行情的延續。而且更令人頭疼的是,基礎行情還有20支股票的限制,如果你自選股裏的港股股票超過20支,那麼20支之後的自選股,哪怕手動刷新,行情也延時15分鐘。 不過如果升級到了Level 2,這些問題就迎刃而解了,無論你的自選股裏有多少支股票,它們都可以享有實時行情,讓你快人一步掌握市場動態。 2、買賣盤口 目前老虎的港股Lv2高級行情還可以看到買賣十檔的價格和掛單量。通過掛單量的大小,我們可以判斷大致的支撐位與阻力位。就比如如果賣7現在有大量的賣單,那說明賣7其實就是一個阻力位,因爲買盤只有把賣7的單子都吃進後才能繼續往上突破,反之亦然。通過這些數據,我們也可以在一定程度上判斷未來的股價走勢。 3、逐筆成交 通過買賣盤口我們可以看到不同價格的掛單量,而逐筆成交可以看到成交訂單的成交時間、成交價和成交量。  通過上圖我們可以看出,【明細","listText":"今天是2021年的一個交易日,爲了能讓大家新一年的交易更加順利,小虎特地奉上新年大禮——港股Level 2行情免費送。 與A股不同,港交所目前提供的免費行情需要手動刷新,有時還會有15分鐘的延遲。如果沒有實時行情的,下單會沒有參考價格。而如果沒有盤口數據,意味着無法看到買賣盤的支撐與壓力。這些限制無疑給摩拳擦掌想交易港股的投資者帶來了許多不便。 爲了能讓大家有更好的盯盤體驗,從2021年1月1日起,老虎證券爲大陸地區所有註冊用戶免費開通港股Level 2高級行情,現在大家打開任意港股個股詳情頁都可以看到高級行情啦。而且這次升級後,大家還可以在PC端和移動端同時使用Level 2行情,相當方便。 那港股的Level 2高級行情,對大家的交易會有什麼幫助呢? 1、實時行情 這是Level 2中最重要的功能,在傳統的港交所免費行情中,就算行情不延時,也需要進行手動刷新。也就是說如果投資者要想看到實時行情,要瘋狂點擊刷新按鈕才能保證行情的延續。而且更令人頭疼的是,基礎行情還有20支股票的限制,如果你自選股裏的港股股票超過20支,那麼20支之後的自選股,哪怕手動刷新,行情也延時15分鐘。 不過如果升級到了Level 2,這些問題就迎刃而解了,無論你的自選股裏有多少支股票,它們都可以享有實時行情,讓你快人一步掌握市場動態。 2、買賣盤口 目前老虎的港股Lv2高級行情還可以看到買賣十檔的價格和掛單量。通過掛單量的大小,我們可以判斷大致的支撐位與阻力位。就比如如果賣7現在有大量的賣單,那說明賣7其實就是一個阻力位,因爲買盤只有把賣7的單子都吃進後才能繼續往上突破,反之亦然。通過這些數據,我們也可以在一定程度上判斷未來的股價走勢。 3、逐筆成交 通過買賣盤口我們可以看到不同價格的掛單量,而逐筆成交可以看到成交訂單的成交時間、成交價和成交量。  通過上圖我們可以看出,【明細","text":"今天是2021年的一個交易日,爲了能讓大家新一年的交易更加順利,小虎特地奉上新年大禮——港股Level 2行情免費送。 與A股不同,港交所目前提供的免費行情需要手動刷新,有時還會有15分鐘的延遲。如果沒有實時行情的,下單會沒有參考價格。而如果沒有盤口數據,意味着無法看到買賣盤的支撐與壓力。這些限制無疑給摩拳擦掌想交易港股的投資者帶來了許多不便。 爲了能讓大家有更好的盯盤體驗,從2021年1月1日起,老虎證券爲大陸地區所有註冊用戶免費開通港股Level 2高級行情,現在大家打開任意港股個股詳情頁都可以看到高級行情啦。而且這次升級後,大家還可以在PC端和移動端同時使用Level 2行情,相當方便。 那港股的Level 2高級行情,對大家的交易會有什麼幫助呢? 1、實時行情 這是Level 2中最重要的功能,在傳統的港交所免費行情中,就算行情不延時,也需要進行手動刷新。也就是說如果投資者要想看到實時行情,要瘋狂點擊刷新按鈕才能保證行情的延續。而且更令人頭疼的是,基礎行情還有20支股票的限制,如果你自選股裏的港股股票超過20支,那麼20支之後的自選股,哪怕手動刷新,行情也延時15分鐘。 不過如果升級到了Level 2,這些問題就迎刃而解了,無論你的自選股裏有多少支股票,它們都可以享有實時行情,讓你快人一步掌握市場動態。 2、買賣盤口 目前老虎的港股Lv2高級行情還可以看到買賣十檔的價格和掛單量。通過掛單量的大小,我們可以判斷大致的支撐位與阻力位。就比如如果賣7現在有大量的賣單,那說明賣7其實就是一個阻力位,因爲買盤只有把賣7的單子都吃進後才能繼續往上突破,反之亦然。通過這些數據,我們也可以在一定程度上判斷未來的股價走勢。 \u00013、逐筆成交 通過買賣盤口我們可以看到不同價格的掛單量,而逐筆成交可以看到成交訂單的成交時間、成交價和成交量。 \u0001 通過上圖我們可以看出,【明細","images":[{"img":"https://static.tigerbbs.com/e496b99bb8dbe51574d1761ecf53e08f","width":"827","height":"744"},{"img":"https://static.tigerbbs.com/b986f820fa48caa955585e55943cdb78","width":"828","height":"297"},{"img":"https://static.tigerbbs.com/9006df28e98c13dbaed452c87c093438","width":"641","height":"697"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331562369","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336787455,"gmtCreate":1610158647477,"gmtModify":1704982566763,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336787455","repostId":"331302390","repostType":1,"repost":{"id":331302390,"gmtCreate":1609425554702,"gmtModify":1704978979766,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"2020年牛股大放送:哪些股票仍然值得期待?","htmlText":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。<a href=\"https://www.laohu8.com/post/399843599\" target=\"_blank\">《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》</a>202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特幣基金(GBTC)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 聯繫到一起的投資者也","listText":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。<a href=\"https://www.laohu8.com/post/399843599\" target=\"_blank\">《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》</a>202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特幣基金(GBTC)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 聯繫到一起的投資者也","text":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司$Palantir Technologies Inc.(PLTR)$ ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把$比特幣基金(GBTC)$ 和$Square, Inc(SQ)$ 聯繫到一起的投資者也","images":[{"img":"https://static.tigerbbs.com/d00a1f4a9cd0194073555df8b8968ff0","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/ebd63393d5fb5385bb20e71d176a4873","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/47878b7f01ce6f24f5b841b68907d456","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331302390","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336787677,"gmtCreate":1610158631299,"gmtModify":1704982566600,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336787677","repostId":"331302390","repostType":1,"repost":{"id":331302390,"gmtCreate":1609425554702,"gmtModify":1704978979766,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"2020年牛股大放送:哪些股票仍然值得期待?","htmlText":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。<a href=\"https://www.laohu8.com/post/399843599\" target=\"_blank\">《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》</a>202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特幣基金(GBTC)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 聯繫到一起的投資者也","listText":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。<a href=\"https://www.laohu8.com/post/399843599\" target=\"_blank\">《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》</a>202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特幣基金(GBTC)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> 聯繫到一起的投資者也","text":"今年可能是全球權益資產最具戲劇性的年份,疫情改變了行業格局,傳統企業如履薄冰,老牌豪門讓步於科技新秀,但總的說來,在2020年即將落下帷幕的這一刻,大部分權益都是豐收的姿態。 我們從過去的研報中精選了10家公司,其中包括5家美股,5家中概,他們都在今年取得了或不俗、或誇張的表現,我們相信,即便是明年,這些公司仍然會有精彩的故事,值得我們去關注。 1.Palantir:揭開擊殺本拉登的大數據平臺神祕面紗 一直保持神祕身份的大數據公司$Palantir Technologies Inc.(PLTR)$ ,自從大選後就表現強勁,四季度期間累計漲幅達到164%。 身處大數據賽道,Palantir無論是在G端,還是B端,都給投資着留下了足夠大的想象力,加上公司深諳用戶業務邏輯,產品又解決用戶痛點,這也是不少投資者開始關注並喜歡上Palantir的原因。 目前公司的產品已經在航空領域獲得了不錯的聚集效應,未來估值的擴張則取決於行業的拓展和滲透程度,2021年Palantir能否破圈,必然值得我們期待。《Palantir:揭祕擊殺本拉登的大數據平臺神祕面紗》202011232.Square:“美版支付寶”如何顛覆移動支付市場? 可能時至今日,把$比特幣基金(GBTC)$ 和$Square, Inc(SQ)$ 聯繫到一起的投資者也","images":[{"img":"https://static.tigerbbs.com/d00a1f4a9cd0194073555df8b8968ff0","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/ebd63393d5fb5385bb20e71d176a4873","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/47878b7f01ce6f24f5b841b68907d456","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331302390","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389054245,"gmtCreate":1612635875587,"gmtModify":1704873300615,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389054245","repostId":"319800435","repostType":1,"repost":{"id":319800435,"gmtCreate":1611550440000,"gmtModify":1704860721483,"author":{"id":"3572665123406643","authorId":"3572665123406643","name":"遇见阿尔法","avatar":"https://static.tigerbbs.com/6fb37015e68acc6d5aa9e0142e18dea1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572665123406643","authorIdStr":"3572665123406643"},"themes":[],"title":"WSB重拳出擊,GME爆拉202%,驚呆華爾街,還有什麼毛票在WSB的watchlist上?","htmlText":"閱讀本文風險提示:毛票有危險,跟風需謹慎,本文只是單純總結WSB討論度最熱list,不做任何推薦。 週五GME狂拉51%驚呆了華爾街,WSB開始頻頻被文章提及。WSB是Wall Street Bet的縮寫,是Reddit論壇的一個分區。羣裏的教徒熱衷毛票,賭末日otm看漲期權致富。這樣一羣瘋狂的散戶,愣是將GME炒到了2倍。機構也遭到了WSB教徒的衝拳出擊,看衰GME的香櫞被WSB網友瘋狂攻擊,高管被問候家人,社交媒體賬號被迫新開賬號。週五大盤微跌情況下,WSB平均收益爲22.4%。 潛伏在WSB論壇一天一夜,本公衆號爲各位投資者總結了繼GME後備受關注的股票: 股票ticker 行業類型 備註 BB 無線通信解決技術公司 利好消息:企業轉型:黑莓設備、黑莓企業軟件服務、黑莓通訊工具,以及QNX嵌入式軟件業務及車載系統市場 PLTR 大數據分析公司 WSB網友預測三個月內股價達到$40 AMC* 院線娛樂公司 WSB的下一個short squeeze target LOVE 傢俱製造商 BBBY* 牀上用品商店 WSB網友預測股價達到$38 Plug 充電樁 Kerridsdale Capital 發佈做空報告後被大量wsb網民抨擊 SPWR 太陽能儲能系統 被WSB網友寄以厚望,yolo帖子最熱門的股票 CCIV SPAC殼公司 與THCB並列討論度最熱門的spac股票 (*wsb網友給出的amc short squeeze圖) (*wsb網友給出的bbby short squeeze圖) 除上述top 8股票以外,ICLN, TSLA, APPL, AMD, NOK, BABA 也在活躍討論的股票list之列。希望這篇文章,對那些週五GME 暴漲有所困惑的投資者解惑,並提煉出最受WSB網友關注的八大股票,或許他們中的一個就是下一個GME。 關注遇見阿爾法,我們將爲你帶來","listText":"閱讀本文風險提示:毛票有危險,跟風需謹慎,本文只是單純總結WSB討論度最熱list,不做任何推薦。 週五GME狂拉51%驚呆了華爾街,WSB開始頻頻被文章提及。WSB是Wall Street Bet的縮寫,是Reddit論壇的一個分區。羣裏的教徒熱衷毛票,賭末日otm看漲期權致富。這樣一羣瘋狂的散戶,愣是將GME炒到了2倍。機構也遭到了WSB教徒的衝拳出擊,看衰GME的香櫞被WSB網友瘋狂攻擊,高管被問候家人,社交媒體賬號被迫新開賬號。週五大盤微跌情況下,WSB平均收益爲22.4%。 潛伏在WSB論壇一天一夜,本公衆號爲各位投資者總結了繼GME後備受關注的股票: 股票ticker 行業類型 備註 BB 無線通信解決技術公司 利好消息:企業轉型:黑莓設備、黑莓企業軟件服務、黑莓通訊工具,以及QNX嵌入式軟件業務及車載系統市場 PLTR 大數據分析公司 WSB網友預測三個月內股價達到$40 AMC* 院線娛樂公司 WSB的下一個short squeeze target LOVE 傢俱製造商 BBBY* 牀上用品商店 WSB網友預測股價達到$38 Plug 充電樁 Kerridsdale Capital 發佈做空報告後被大量wsb網民抨擊 SPWR 太陽能儲能系統 被WSB網友寄以厚望,yolo帖子最熱門的股票 CCIV SPAC殼公司 與THCB並列討論度最熱門的spac股票 (*wsb網友給出的amc short squeeze圖) (*wsb網友給出的bbby short squeeze圖) 除上述top 8股票以外,ICLN, TSLA, APPL, AMD, NOK, BABA 也在活躍討論的股票list之列。希望這篇文章,對那些週五GME 暴漲有所困惑的投資者解惑,並提煉出最受WSB網友關注的八大股票,或許他們中的一個就是下一個GME。 關注遇見阿爾法,我們將爲你帶來","text":"閱讀本文風險提示:毛票有危險,跟風需謹慎,本文只是單純總結WSB討論度最熱list,不做任何推薦。 週五GME狂拉51%驚呆了華爾街,WSB開始頻頻被文章提及。WSB是Wall Street Bet的縮寫,是Reddit論壇的一個分區。羣裏的教徒熱衷毛票,賭末日otm看漲期權致富。這樣一羣瘋狂的散戶,愣是將GME炒到了2倍。機構也遭到了WSB教徒的衝拳出擊,看衰GME的香櫞被WSB網友瘋狂攻擊,高管被問候家人,社交媒體賬號被迫新開賬號。週五大盤微跌情況下,WSB平均收益爲22.4%。 潛伏在WSB論壇一天一夜,本公衆號爲各位投資者總結了繼GME後備受關注的股票: 股票ticker 行業類型 備註 BB 無線通信解決技術公司 利好消息:企業轉型:黑莓設備、黑莓企業軟件服務、黑莓通訊工具,以及QNX嵌入式軟件業務及車載系統市場 PLTR 大數據分析公司 WSB網友預測三個月內股價達到$40 AMC* 院線娛樂公司 WSB的下一個short squeeze target LOVE 傢俱製造商 BBBY* 牀上用品商店 WSB網友預測股價達到$38 Plug 充電樁 Kerridsdale Capital 發佈做空報告後被大量wsb網民抨擊 SPWR 太陽能儲能系統 被WSB網友寄以厚望,yolo帖子最熱門的股票 CCIV SPAC殼公司 與THCB並列討論度最熱門的spac股票 (*wsb網友給出的amc short squeeze圖) (*wsb網友給出的bbby short squeeze圖) 除上述top 8股票以外,ICLN, TSLA, APPL, AMD, NOK, BABA 也在活躍討論的股票list之列。希望這篇文章,對那些週五GME 暴漲有所困惑的投資者解惑,並提煉出最受WSB網友關注的八大股票,或許他們中的一個就是下一個GME。 關注遇見阿爾法,我們將爲你帶來","images":[{"img":"https://static.tigerbbs.com/8188596a191e42e1b2538899174db309","width":"375","height":"375"},{"img":"https://static.tigerbbs.com/35c034e1af904842ba7dea721068106e","width":"977","height":"377"},{"img":"https://static.tigerbbs.com/05029aa08fb64889adb738d69cbba537","width":"977","height":"402"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319800435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389054645,"gmtCreate":1612635846787,"gmtModify":1704873300288,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389054645","repostId":"311243649","repostType":1,"repost":{"id":311243649,"gmtCreate":1611804462472,"gmtModify":1704863718764,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$\n \n","listText":"【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$","text":"【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311243649","isVote":1,"tweetType":2,"object":{"id":"ce75dde2879e4f3c932882c54b24c219","tweetId":"311243649","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/51dce7e95285890813402890327/f0.mp4","poster":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389054842,"gmtCreate":1612635828886,"gmtModify":1704873300125,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389054842","repostId":"311243649","repostType":1,"repost":{"id":311243649,"gmtCreate":1611804462472,"gmtModify":1704863718764,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$\n \n","listText":"【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$","text":"【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311243649","isVote":1,"tweetType":2,"object":{"id":"ce75dde2879e4f3c932882c54b24c219","tweetId":"311243649","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/51dce7e95285890813402890327/f0.mp4","poster":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389054148,"gmtCreate":1612635812484,"gmtModify":1704873299800,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389054148","repostId":"313256601","repostType":1,"repost":{"id":313256601,"gmtCreate":1611728402097,"gmtModify":1704862403019,"author":{"id":"3451551789721456","authorId":"3451551789721456","name":"三思期权","avatar":"https://static.tigerbbs.com/92ce49aa82ca7a11be1af4fd293beba8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451551789721456","authorIdStr":"3451551789721456"},"themes":[],"title":"散戶如何用期權拉爆百億美元對衝基金","htmlText":"上週國內娛樂界的瓜讓網民吃的有點難消化。剛緩過神來,這幾天中英文媒體給大家帶來一件金融界的大瓜。這就是美股散戶大戰對衝基金之戰場Gamestop(遊戲驛站,股票代號GME) !在散戶的爆拉之下,GME股價不僅一飛沖天,甚至把華爾街的明星對衝基金給拉爆了倉。<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a> 主流媒體以及自媒體都報道了基本事實經過,但是我們希望通過專業期權交易者的視角來給大家解讀一下,爲什麼幾個螞蟻湊一塊,就能把華爾街的大象給扳倒。首先,這個故事得從GME這個股票講起。 1. 垃圾股的轉折 GME這家遊戲實體店這些年經營一直在走下坡路,去年3月股價一度跌到3美金一下。妥妥的成爲了一隻垃圾股。然而今年1月11號,出現了一個轉折點。前寵物電商Chewy的創始人RyanCohen在2020年相繼大量購入遊戲驛站股票,成爲公司第二大股東。 RyanCohen是誰?在2011年,25歲的Ryan創建了寵物食品和寵物用品垂直零售電商Chewy。2016年Chewy就已經是全美最大的線上寵物用品商店。2017年全美最大寵物商店以33.5億美金收購Chewy,以最大電商收購進入史冊。Ryan實現了自己的小目標之後,出巨資買入620萬股蘋果股票,成爲蘋果最大個人投資人。 這位激進的投資人去年11月時,曾寫信給遊戲驛站董事會,督促他們儘早做戰略轉型,把公司做成遊戲界的亞馬遜。不知道期間發生了什麼,但今年1月11號,Ryan帶着兩名戰友進入到遊戲驛站的董事會。 基於Ryan在Chewy上的成功,股民網友粉絲覺得他很有實力將這家落寞的實體店打造成遊戲界的奈飛,亞馬遜。這纔出現了後面的飛漲和多空博弈。 2. 香櫞離場 1月12號遊戲驛站的股價反應平平,13號開始跳漲,開始一直北上。1月19號股價還在40美金左右的時候,香櫞坐不住了,不知","listText":"上週國內娛樂界的瓜讓網民吃的有點難消化。剛緩過神來,這幾天中英文媒體給大家帶來一件金融界的大瓜。這就是美股散戶大戰對衝基金之戰場Gamestop(遊戲驛站,股票代號GME) !在散戶的爆拉之下,GME股價不僅一飛沖天,甚至把華爾街的明星對衝基金給拉爆了倉。<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a> 主流媒體以及自媒體都報道了基本事實經過,但是我們希望通過專業期權交易者的視角來給大家解讀一下,爲什麼幾個螞蟻湊一塊,就能把華爾街的大象給扳倒。首先,這個故事得從GME這個股票講起。 1. 垃圾股的轉折 GME這家遊戲實體店這些年經營一直在走下坡路,去年3月股價一度跌到3美金一下。妥妥的成爲了一隻垃圾股。然而今年1月11號,出現了一個轉折點。前寵物電商Chewy的創始人RyanCohen在2020年相繼大量購入遊戲驛站股票,成爲公司第二大股東。 RyanCohen是誰?在2011年,25歲的Ryan創建了寵物食品和寵物用品垂直零售電商Chewy。2016年Chewy就已經是全美最大的線上寵物用品商店。2017年全美最大寵物商店以33.5億美金收購Chewy,以最大電商收購進入史冊。Ryan實現了自己的小目標之後,出巨資買入620萬股蘋果股票,成爲蘋果最大個人投資人。 這位激進的投資人去年11月時,曾寫信給遊戲驛站董事會,督促他們儘早做戰略轉型,把公司做成遊戲界的亞馬遜。不知道期間發生了什麼,但今年1月11號,Ryan帶着兩名戰友進入到遊戲驛站的董事會。 基於Ryan在Chewy上的成功,股民網友粉絲覺得他很有實力將這家落寞的實體店打造成遊戲界的奈飛,亞馬遜。這纔出現了後面的飛漲和多空博弈。 2. 香櫞離場 1月12號遊戲驛站的股價反應平平,13號開始跳漲,開始一直北上。1月19號股價還在40美金左右的時候,香櫞坐不住了,不知","text":"上週國內娛樂界的瓜讓網民吃的有點難消化。剛緩過神來,這幾天中英文媒體給大家帶來一件金融界的大瓜。這就是美股散戶大戰對衝基金之戰場Gamestop(遊戲驛站,股票代號GME) !在散戶的爆拉之下,GME股價不僅一飛沖天,甚至把華爾街的明星對衝基金給拉爆了倉。$遊戲驛站(GME)$ 主流媒體以及自媒體都報道了基本事實經過,但是我們希望通過專業期權交易者的視角來給大家解讀一下,爲什麼幾個螞蟻湊一塊,就能把華爾街的大象給扳倒。首先,這個故事得從GME這個股票講起。 1. 垃圾股的轉折 GME這家遊戲實體店這些年經營一直在走下坡路,去年3月股價一度跌到3美金一下。妥妥的成爲了一隻垃圾股。然而今年1月11號,出現了一個轉折點。前寵物電商Chewy的創始人RyanCohen在2020年相繼大量購入遊戲驛站股票,成爲公司第二大股東。 RyanCohen是誰?在2011年,25歲的Ryan創建了寵物食品和寵物用品垂直零售電商Chewy。2016年Chewy就已經是全美最大的線上寵物用品商店。2017年全美最大寵物商店以33.5億美金收購Chewy,以最大電商收購進入史冊。Ryan實現了自己的小目標之後,出巨資買入620萬股蘋果股票,成爲蘋果最大個人投資人。 這位激進的投資人去年11月時,曾寫信給遊戲驛站董事會,督促他們儘早做戰略轉型,把公司做成遊戲界的亞馬遜。不知道期間發生了什麼,但今年1月11號,Ryan帶着兩名戰友進入到遊戲驛站的董事會。 基於Ryan在Chewy上的成功,股民網友粉絲覺得他很有實力將這家落寞的實體店打造成遊戲界的奈飛,亞馬遜。這纔出現了後面的飛漲和多空博弈。 2. 香櫞離場 1月12號遊戲驛站的股價反應平平,13號開始跳漲,開始一直北上。1月19號股價還在40美金左右的時候,香櫞坐不住了,不知","images":[{"img":"https://static.tigerbbs.com/bba0a941cbbcb160413039eb0b2b388c","width":"796","height":"300"},{"img":"https://static.tigerbbs.com/e79ef086d9f2b2d01656da9b87e38769","width":"821","height":"407"},{"img":"https://static.tigerbbs.com/1e73546149bbb81ad1e40926ecbfc9fe","width":"1080","height":"1104"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313256601","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311147007,"gmtCreate":1611769590909,"gmtModify":1704863347539,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311147007","repostId":"1125767984","repostType":4,"repost":{"id":"1125767984","pubTimestamp":1611737376,"share":"https://ttm.financial/m/news/1125767984?lang=&edition=fundamental","pubTime":"2021-01-27 16:49","market":"us","language":"en","title":"What Might The New ARK Space Exploration ETF Look Like?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125767984","media":"The street","summary":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included","content":"<p>The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.</p><p>In case you missed it, ARK recently made a hugeannouncementthat it plans on launching the<b>ARK Space Exploration ETF (ARKX)</b>at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.</p><p>Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.</p><p>Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.</p><p>There are already two ETFs in existence that focus on space exploration - the<b>Procure Space ETF (UFO)</b>and the <b>SPDR S&P Kensho Final Frontiers ETF (ROKT)</b>. Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.</p><p>We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with the<b>ARK Autonomous Technology & Robotics ETF (ARKQ)</b>, which already lists space exploration as one of its target niches.</p><p>Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.</p><p>The No Brainers<img src=\"https://static.tigerbbs.com/5cc90d448e786dfa90b4a664ae95690e\" tg-width=\"1200\" tg-height=\"509\" referrerpolicy=\"no-referrer\"></p><p>Tesla</p><p>This seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggest<b>Tesla (TSLA)</b>bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.</p><p>Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.</p><p><img src=\"https://static.tigerbbs.com/bdb1d68d9fe78e392dd18fe7a6553428\" tg-width=\"1200\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p>Virgin Galactic</p><p>Richard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.<b>Virgin Galactic (SPCE)</b>has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.</p><p>Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.</p><p>The Likely Candidates<img src=\"https://static.tigerbbs.com/490c0f7ea94f6691756f236306005ea5\" tg-width=\"1200\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>Maxar Technologies</p><p><b>Maxar Technologies (MAXR)</b>describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.</p><p>MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.</p><p><img src=\"https://static.tigerbbs.com/5fb6136b0b6621fe1aad74fbea6d7dba\" tg-width=\"1200\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p>Iridium Communications</p><p><b>Iridium Communications (IRDM)</b>specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.</p><p>IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.</p><p><img src=\"https://static.tigerbbs.com/aa0d2bb9c6874118f82a798f432605be\" tg-width=\"1200\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p>Aerojet Rocketdyne Holdings</p><p>Any company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.<b>Aerojet Rocketdyne Holdings (AJRD)</b>has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.</p><p>AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.</p><p>The Possibilities</p><p>A lot of companies in the aerospace & defense sector could show up in ARKX.<b>Teledyne Technologies (TDY)</b>could very well be included as could<b>HEICO Corporation (HEI)</b>.</p><p>Other names that come to mind that could make the cut are communications specialists <b>Gilat Satellite Networks (GILT)</b>and<b>Loral Space & Communications (LORL)</b>.</p><p>Best of the Rest</p><p>It's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).</p><p>I'm guessing Cathie Wood will take the former approach. That means big industrial names, such as<b>Lockheed Martin (LMT)</b>,<b>Northrop Grunman (NOC)</b>,<b>Boeing (BA)</b>and<b>Raytheon (RTX)</b>may not show up or be included only in limited quantities.</p><p>I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Might The New ARK Space Exploration ETF Look Like?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nWhat Might The New ARK Space Exploration ETF Look Like?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 16:49 GMT+8 <a href=https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like><strong>The street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space ...</p>\n\n<a href=\"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125767984","content_text":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space Exploration ETF (ARKX)at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.There are already two ETFs in existence that focus on space exploration - theProcure Space ETF (UFO)and the SPDR S&P Kensho Final Frontiers ETF (ROKT). Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with theARK Autonomous Technology & Robotics ETF (ARKQ), which already lists space exploration as one of its target niches.Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.The No BrainersTeslaThis seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggestTesla (TSLA)bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.Virgin GalacticRichard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.Virgin Galactic (SPCE)has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.The Likely CandidatesMaxar TechnologiesMaxar Technologies (MAXR)describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.Iridium CommunicationsIridium Communications (IRDM)specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.Aerojet Rocketdyne HoldingsAny company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.Aerojet Rocketdyne Holdings (AJRD)has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.The PossibilitiesA lot of companies in the aerospace & defense sector could show up in ARKX.Teledyne Technologies (TDY)could very well be included as couldHEICO Corporation (HEI).Other names that come to mind that could make the cut are communications specialists Gilat Satellite Networks (GILT)andLoral Space & Communications (LORL).Best of the RestIt's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).I'm guessing Cathie Wood will take the former approach. That means big industrial names, such asLockheed Martin (LMT),Northrop Grunman (NOC),Boeing (BA)andRaytheon (RTX)may not show up or be included only in limited quantities.I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310268052,"gmtCreate":1611329749376,"gmtModify":1704859723114,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310268052","repostId":"1110741694","repostType":4,"repost":{"id":"1110741694","pubTimestamp":1611322687,"share":"https://ttm.financial/m/news/1110741694?lang=&edition=fundamental","pubTime":"2021-01-22 21:38","market":"hk","language":"zh","title":"全球大通胀,近在咫尺","url":"https://stock-news.laohu8.com/highlight/detail?id=1110741694","media":"财主家的余粮","summary":"什么东西都在涨价,除了普通人的劳动和收入。","content":"<p>昨天晚上去吃夜宵,烧烤摊上的老板给我抱怨:</p><blockquote>“10块钱才能买5个辣椒,我烤了之后最多只能卖3块钱,别人还觉得贵,我的人工到底有多贱?”</blockquote><p>是的,<b>什么东西都在涨价,除了普通人的劳动和收入。</b></p><p>在“信用货币的终局”一文中我曾经提到,人类几千年经济史上,有一个不言而喻的真理:</p><p><b>货币利率可以无限高,但不可以无限低,最低利率极限是0。</b></p><p>因为,凡是被称作“财富”的东西,都是有获得成本和稀缺性的,为了对不同类型的财富进行交换,人类才发明了货币这个概念,用金钱的数值来标识财富的规模——作为财富的代表,货币当然也是稀缺的。</p><p>因为稀缺,所以你借别人的钱,必须要付出成本,这个成本就是利息,而我们把一年内支付的利息,占借款数额的比例,称之为“利率”或者“收益率”。</p><p>不管真实利率还是名义利率,所有把利率压低到0以下的行为,本身就违反了自然法则。</p><p>你有一桶蜂蜜,有人答应以10%的利率借走,可是,等还回来的时候,重量虽然增加了10%,你却发现蜂蜜里加了20%的水,请问这个人是什么人?</p><p>是花言巧语的骗子。</p><p>你有一桶蜂蜜,有人要借走你的蜂蜜,不仅不给你支付利息,还反过来,要没收你的一部分蜂蜜给他当利息,请问这个人是什么人?</p><p>自2014年以来,日本、英国、欧洲和美国的央行,先后通过天量印钞和债券购买,均把其货币真实利率压低在0以下的水平——甚至,像欧元区和日本,有时候干脆让名义收益率也变成负值。</p><p><img src=\"https://static.tigerbbs.com/3b579b07c20396fd629934211e860872\" tg-width=\"997\" tg-height=\"628\"></p><p><img src=\"https://static.tigerbbs.com/929146fdff54caacb0605e7d050c3336\" tg-width=\"958\" tg-height=\"468\"></p><p>也正是因为他们把各国国债的真实收益率,长期压低在0以下的水平,聪明人对信用货币的信仰产生了持续的怀疑。</p><p>2014年以来,在大宗商品之王——原油价格暴跌的情况下,美国的科技股,中国的房地产,还有黄金和比特币,整体上都在持续暴涨。它们所反映的,并不是什么资产本身的升值,而是聪明人对央行疯狂制造的货币泡沫的对抗。</p><p>看到一张美国银行关于资产泡沫的图片,里面列举了1977年迄今40多年所出现过的主要资产价格飙升,而比特币是最显著的一个。所以,标题就叫做:比特币是泡沫之母?</p><p><img src=\"https://static.tigerbbs.com/cfa710ff2ee8259f17fe083213326c65\" tg-width=\"686\" tg-height=\"388\"></p><p>实际上,这幅图上所列举的1980年前后的黄金泡沫、1990年前后的日经指数泡沫、1997年前后的泰国资产泡沫、2000年前后的科技股泡沫、2006年的美国房价泡沫、2007年的中国股市泡沫、现在的比特币泡沫和科技股领头羊泡沫,如果详细地分析下去,<b>几乎每一场泡沫,都是来源于信用货币泡沫</b>!</p><p>在我看来,除了信用货币本身的泡沫,其他的大类资产,事实上都称不上什么泡沫。</p><p>下图就是西方最大的10个经济体自2006年以来央行资产负债表的扩张情况,其中深蓝色、浅蓝色、灰色分别为美联储、欧央行和日本央行的资产负债表情况,而右纵轴和红线,则是表示G10国家整体上央行资产规模与GDP的比例。</p><p><img src=\"https://static.tigerbbs.com/b1f82f98041c34a561d2486fa68f55d8\" tg-width=\"530\" tg-height=\"315\"></p><p>正如我在前面一篇文章里所说,<b>2020年3月份以来世界主要经济体的印钞规模,超过了2008年以前5000年文明史人类印钞规模的总和。</b></p><p>如果不把这个称为泡沫,却反过来说什么比特币、黄金上涨是泡沫,简直是指鹿为马、颠倒黑白。</p><p>随着央行资产规模/GDP的数值越来越高,甚至超过100%,以后,人类GDP增长,全部都要依赖于央行,只有央行的印钞才能创造经济增长。</p><p>在央行养育世界人民的过程中,新冠疫情爆发,全球数十亿人被禁足,无数企业破产,无数人失业,全球产业链、供应链都被严重破坏,除了那些能拼命发钱的国际储备货币国民众,这个世界上绝大多数人的收入都大幅度降低,生活变得更加艰难。</p><p>但,几乎所有大类资产价格,却都在蹭蹭蹭暴涨。</p><p>——包括粮食,央行们所不能生产的粮食。</p><p>俄罗斯粮食价格,11月份单月上涨了6%,而俄罗斯民众三季度收入却比去年下降了5%。</p><p>你该说了,不对啊,俄罗斯是世界第6大粮食生产国,同时也是世界主要粮食出口国之一,国际市场上20%的出口小麦由俄罗斯供给,粮食生产又没有听说受到疫情影响而减产啥的,咋就涨价了呢?</p><p>答案是——</p><p>因为外国人拿着美元来买,所以涨起来的。</p><p>外国人的美元为啥变多了呢?</p><p>当然就是美联储+美国政府给美国人疯狂发钱,美国人当然就拿着美元全世界买买买,比方越南这样的国家,当然就多挣了很多美元,当然也就有能力以更高的价格进口粮食……</p><p>这就是世界通胀的传导路径。</p><p>俄罗斯粮食一涨价,俄罗斯政府就出台措施,对出口大豆征收30%的关税,出口小麦则征收每吨25欧元(约200元人民币)的出口关税,而且从接下来的2月15日至6月30日实施可出口小麦、黑麦、玉米、大麦总量不超过1500万吨的配额限制(这比同期正常出口数字低很多)。</p><p><b>这意味着,国际市场上的小麦、黑麦、玉米、大豆供给都要减少了,那,还不意味着要涨价?</b></p><p>全世界人民主要吃的粮食,也就是小麦和大米。但大米,也开始涨价了。</p><p>根据报道,2020年越南开始从印度进口大米,几十年来的第一次,这事儿太不简单了。</p><p>——因为,越南一直是全球第三大大米出口国,多年来其大米出口量,仅次于印度和泰国,结果现在不仅不出口,还要购买,你说大米要不要涨价?</p><p>岂止是俄罗斯和越南,世界最主要的几个粮食和农产品出口国,如巴西、阿根廷、加拿大,也都开始动手,阿根廷暂停玉米出口,大豆出口狂加33%的关税,按照阿根廷农业部的说法,主要是为了确保当地的粮食供应充足……</p><p>作为全球最大的粮食出口国,美国的粮食生产商,一方面有政府发钱高额补贴,另一方面对全球粮食价格上涨乐享其成……</p><p><b>小麦、大米类的主粮价格已经大涨,而大豆、玉米这些辅粮或肉类生产的原料同样暴涨,在不久的将来,必然带来全世界肉类价格的上涨。</b></p><p>联合国粮食计划署,曾在2020年4月疫情初起的时候,发出警告说,瘟疫可能引发创纪录的粮食危机,看来,这一幕正在全世界逐渐上演。</p><p>难道,这就是欧美日央行嘴里所谓的“没有通胀”么?</p><p>烧烤摊老板的那个辣椒,为什么会涨价,才不是什么个别现象,那可是与国际接轨的。</p><p>2020年3月份以来,美联储一边疯狂印钞,美国广义货币的增速创下历史最高纪录。但,美联储仍然信誓旦旦,没有看到通胀抬升的迹象,印钞有理,印钞很好,唯有印钞和发钱,才是把美国人民从疫情中挽救出来的唯一途径。</p><p>我想,美联储和欧洲央行、日本央行可能都患有选择性失明症。根据美联储自己的数据,过去100年里,<b>每一次美元M2增速飙升,随后1-2年内,都带来了美国通胀数据的飙升</b>,从来没有例外。</p><p><img src=\"https://static.tigerbbs.com/ff99df31f0fde63b1c8ea4010bedd60c\" tg-width=\"800\" tg-height=\"478\"></p><p>这一次,美联储狂印几万亿美元,广义货币M2的增速超过第二次世界大战时期,创下历史最高记录,在这种情况下,美联储凭什么还蜜汁自信,居然觉得不会引发严重通胀?</p><p>物价上涨是必然的。</p><p>资产价格已经大涨为敬,美国物价暂时不涨,向美国提供商品和服务的国家和地区的物价就会上涨,非洲南亚东南亚拉美的物价也会上涨,然后再传导回到美国、欧洲和日本。</p><p>在这个全球经济一体化的时代,不管美国还是欧洲日本所超发的货币,首先反馈到发达国家的资本市场,接着,就是向美国提供商品和服务的经济体,在美国资本市场大涨之后,从美国挣贸易顺差的经济体如东南亚、日本,马上物价上涨在即。在生产领域,生产力受疫情影响的经济体出厂的大宗商品,大家已经眼睁睁的看着它价格暴涨了。</p><p>显然,<b>在各国央行2020年不计成本的放水之下,我们很快就将迎来一场全球性通胀</b>,美元欧元这样的全球货币,自然可以全球买买买,狠狠地搜刮铸币税,绝大多数不是国际货币的经济体,其普遍民众,不仅要被美欧这样的国际货币掠夺,还得承受本国货币超发的成本……</p>","source":"wqqq","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球大通胀,近在咫尺</title>\n<style 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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全球大通胀,近在咫尺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-22 21:38 北京时间 <a href=https://mp.weixin.qq.com/s/j9xt6qztEAa8jeNueIqcQQ><strong>财主家的余粮</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天晚上去吃夜宵,烧烤摊上的老板给我抱怨:“10块钱才能买5个辣椒,我烤了之后最多只能卖3块钱,别人还觉得贵,我的人工到底有多贱?”是的,什么东西都在涨价,除了普通人的劳动和收入。在“信用货币的终局”一文中我曾经提到,人类几千年经济史上,有一个不言而喻的真理:货币利率可以无限高,但不可以无限低,最低利率极限是0。因为,凡是被称作“财富”的东西,都是有获得成本和稀缺性的,为了对不同类型的财富进行交换...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/j9xt6qztEAa8jeNueIqcQQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8fca69a364eb1ccaf6e9078f1721480","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/j9xt6qztEAa8jeNueIqcQQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110741694","content_text":"昨天晚上去吃夜宵,烧烤摊上的老板给我抱怨:“10块钱才能买5个辣椒,我烤了之后最多只能卖3块钱,别人还觉得贵,我的人工到底有多贱?”是的,什么东西都在涨价,除了普通人的劳动和收入。在“信用货币的终局”一文中我曾经提到,人类几千年经济史上,有一个不言而喻的真理:货币利率可以无限高,但不可以无限低,最低利率极限是0。因为,凡是被称作“财富”的东西,都是有获得成本和稀缺性的,为了对不同类型的财富进行交换,人类才发明了货币这个概念,用金钱的数值来标识财富的规模——作为财富的代表,货币当然也是稀缺的。因为稀缺,所以你借别人的钱,必须要付出成本,这个成本就是利息,而我们把一年内支付的利息,占借款数额的比例,称之为“利率”或者“收益率”。不管真实利率还是名义利率,所有把利率压低到0以下的行为,本身就违反了自然法则。你有一桶蜂蜜,有人答应以10%的利率借走,可是,等还回来的时候,重量虽然增加了10%,你却发现蜂蜜里加了20%的水,请问这个人是什么人?是花言巧语的骗子。你有一桶蜂蜜,有人要借走你的蜂蜜,不仅不给你支付利息,还反过来,要没收你的一部分蜂蜜给他当利息,请问这个人是什么人?自2014年以来,日本、英国、欧洲和美国的央行,先后通过天量印钞和债券购买,均把其货币真实利率压低在0以下的水平——甚至,像欧元区和日本,有时候干脆让名义收益率也变成负值。也正是因为他们把各国国债的真实收益率,长期压低在0以下的水平,聪明人对信用货币的信仰产生了持续的怀疑。2014年以来,在大宗商品之王——原油价格暴跌的情况下,美国的科技股,中国的房地产,还有黄金和比特币,整体上都在持续暴涨。它们所反映的,并不是什么资产本身的升值,而是聪明人对央行疯狂制造的货币泡沫的对抗。看到一张美国银行关于资产泡沫的图片,里面列举了1977年迄今40多年所出现过的主要资产价格飙升,而比特币是最显著的一个。所以,标题就叫做:比特币是泡沫之母?实际上,这幅图上所列举的1980年前后的黄金泡沫、1990年前后的日经指数泡沫、1997年前后的泰国资产泡沫、2000年前后的科技股泡沫、2006年的美国房价泡沫、2007年的中国股市泡沫、现在的比特币泡沫和科技股领头羊泡沫,如果详细地分析下去,几乎每一场泡沫,都是来源于信用货币泡沫!在我看来,除了信用货币本身的泡沫,其他的大类资产,事实上都称不上什么泡沫。下图就是西方最大的10个经济体自2006年以来央行资产负债表的扩张情况,其中深蓝色、浅蓝色、灰色分别为美联储、欧央行和日本央行的资产负债表情况,而右纵轴和红线,则是表示G10国家整体上央行资产规模与GDP的比例。正如我在前面一篇文章里所说,2020年3月份以来世界主要经济体的印钞规模,超过了2008年以前5000年文明史人类印钞规模的总和。如果不把这个称为泡沫,却反过来说什么比特币、黄金上涨是泡沫,简直是指鹿为马、颠倒黑白。随着央行资产规模/GDP的数值越来越高,甚至超过100%,以后,人类GDP增长,全部都要依赖于央行,只有央行的印钞才能创造经济增长。在央行养育世界人民的过程中,新冠疫情爆发,全球数十亿人被禁足,无数企业破产,无数人失业,全球产业链、供应链都被严重破坏,除了那些能拼命发钱的国际储备货币国民众,这个世界上绝大多数人的收入都大幅度降低,生活变得更加艰难。但,几乎所有大类资产价格,却都在蹭蹭蹭暴涨。——包括粮食,央行们所不能生产的粮食。俄罗斯粮食价格,11月份单月上涨了6%,而俄罗斯民众三季度收入却比去年下降了5%。你该说了,不对啊,俄罗斯是世界第6大粮食生产国,同时也是世界主要粮食出口国之一,国际市场上20%的出口小麦由俄罗斯供给,粮食生产又没有听说受到疫情影响而减产啥的,咋就涨价了呢?答案是——因为外国人拿着美元来买,所以涨起来的。外国人的美元为啥变多了呢?当然就是美联储+美国政府给美国人疯狂发钱,美国人当然就拿着美元全世界买买买,比方越南这样的国家,当然就多挣了很多美元,当然也就有能力以更高的价格进口粮食……这就是世界通胀的传导路径。俄罗斯粮食一涨价,俄罗斯政府就出台措施,对出口大豆征收30%的关税,出口小麦则征收每吨25欧元(约200元人民币)的出口关税,而且从接下来的2月15日至6月30日实施可出口小麦、黑麦、玉米、大麦总量不超过1500万吨的配额限制(这比同期正常出口数字低很多)。这意味着,国际市场上的小麦、黑麦、玉米、大豆供给都要减少了,那,还不意味着要涨价?全世界人民主要吃的粮食,也就是小麦和大米。但大米,也开始涨价了。根据报道,2020年越南开始从印度进口大米,几十年来的第一次,这事儿太不简单了。——因为,越南一直是全球第三大大米出口国,多年来其大米出口量,仅次于印度和泰国,结果现在不仅不出口,还要购买,你说大米要不要涨价?岂止是俄罗斯和越南,世界最主要的几个粮食和农产品出口国,如巴西、阿根廷、加拿大,也都开始动手,阿根廷暂停玉米出口,大豆出口狂加33%的关税,按照阿根廷农业部的说法,主要是为了确保当地的粮食供应充足……作为全球最大的粮食出口国,美国的粮食生产商,一方面有政府发钱高额补贴,另一方面对全球粮食价格上涨乐享其成……小麦、大米类的主粮价格已经大涨,而大豆、玉米这些辅粮或肉类生产的原料同样暴涨,在不久的将来,必然带来全世界肉类价格的上涨。联合国粮食计划署,曾在2020年4月疫情初起的时候,发出警告说,瘟疫可能引发创纪录的粮食危机,看来,这一幕正在全世界逐渐上演。难道,这就是欧美日央行嘴里所谓的“没有通胀”么?烧烤摊老板的那个辣椒,为什么会涨价,才不是什么个别现象,那可是与国际接轨的。2020年3月份以来,美联储一边疯狂印钞,美国广义货币的增速创下历史最高纪录。但,美联储仍然信誓旦旦,没有看到通胀抬升的迹象,印钞有理,印钞很好,唯有印钞和发钱,才是把美国人民从疫情中挽救出来的唯一途径。我想,美联储和欧洲央行、日本央行可能都患有选择性失明症。根据美联储自己的数据,过去100年里,每一次美元M2增速飙升,随后1-2年内,都带来了美国通胀数据的飙升,从来没有例外。这一次,美联储狂印几万亿美元,广义货币M2的增速超过第二次世界大战时期,创下历史最高记录,在这种情况下,美联储凭什么还蜜汁自信,居然觉得不会引发严重通胀?物价上涨是必然的。资产价格已经大涨为敬,美国物价暂时不涨,向美国提供商品和服务的国家和地区的物价就会上涨,非洲南亚东南亚拉美的物价也会上涨,然后再传导回到美国、欧洲和日本。在这个全球经济一体化的时代,不管美国还是欧洲日本所超发的货币,首先反馈到发达国家的资本市场,接着,就是向美国提供商品和服务的经济体,在美国资本市场大涨之后,从美国挣贸易顺差的经济体如东南亚、日本,马上物价上涨在即。在生产领域,生产力受疫情影响的经济体出厂的大宗商品,大家已经眼睁睁的看着它价格暴涨了。显然,在各国央行2020年不计成本的放水之下,我们很快就将迎来一场全球性通胀,美元欧元这样的全球货币,自然可以全球买买买,狠狠地搜刮铸币税,绝大多数不是国际货币的经济体,其普遍民众,不仅要被美欧这样的国际货币掠夺,还得承受本国货币超发的成本……","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":337641555,"gmtCreate":1611140553077,"gmtModify":1704858280897,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Nicely written ","listText":"Nicely written ","text":"Nicely written","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/337641555","repostId":"1195038101","repostType":4,"repost":{"id":"1195038101","pubTimestamp":1611139177,"share":"https://ttm.financial/m/news/1195038101?lang=&edition=fundamental","pubTime":"2021-01-20 18:39","market":"us","language":"en","title":"Stimulus is nice. But here's what Biden really needs to fix the economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1195038101","media":"CNN Business","summary":"New York (CNN Business) Joe Biden last week proposed a$1.9 trillionstimulus bill, part of a historic","content":"<p><b>New York (CNN Business)</b> Joe Biden last week proposed a$1.9 trillionstimulus bill, part of a historically ambitious plan to combat an economic crisis.</p>\n<p>But many economists and business leaders agree that no amount of government assistance to individuals and small businesses can fix the economy until the underlying cause of the problems — the Covid-19 pandemic — has been defeated. At best, the combination of the$900 billion plan passed in December, and this plan from the president-elect, can only help the economy to continue to tread water until the pandemic is under control.</p>\n<p>\"This is a very large package, but it's about helping the economy hang together as well as it can hang together until the end of the pandemic,\" said Mark Zandi, chief economist at Moody's Analytics.</p>\n<p>Zandi and other economists believe that the gross domestic product, the broadest measure of the nation's economic activity, could soar if Biden gets his full package soon after taking office. But job growth will be far more muted.</p>\n<p>The US economy lost 22 million jobs in March and April and ended the year with another 140,000 net jobs decline. Even with the 12.5 million jobs recovered in between, that left the headcount at US employers down nearly 10 million during the pandemic. Moody's forecast that those jobs won't be fully recovered until 2022, even if Biden gets his full package.</p>\n<p>\"We get a lot growth in GDP up front, but it'll take 18-24 months to get all those jobs back,\" said Zandi. \"A lot of people just can't go back to work until the pandemic is in the rearview mirror.\"</p>\n<p><b>Solving the underlying problem</b></p>\n<p>And unfortunately, the message from public health experts is clear: The pandemic is going to get worse before it gets better.</p>\n<p>New cases, hospitalizations and deaths in the United States are at or near record highs. That could lead to renewed lockdown orders and business closings in many parts of the country, as have beenimposed in other nations, especially with anew, more transmittable version of the virus. The vaccine now being rolled out isn't expected to reach enough of the population to allow the majority of Americans to return to normal life until the summer, at the earliest.</p>\n<p>That could mean a slower-than-hoped-for return to economic activity, such as eating at restaurants and travel. The economy lost jobs in December for the first time since April because ofmassive unemploymentin leisure and hospitality businesses, as well as restaurants and bars. The stimulus might help many businesses and individuals weather the storm, but it won't save all of them from going out of business, according to experts.</p>\n<p>\"There's not really much you can do from an economic policy perspective when the pandemic is continuing to rage,\" said Andrew Hunter, senior US economist for Capital Economics. \"Things are looking good for some time later this year, but it depends first of all on getting vaccines rolled out so things can return to normal.\"</p>\n<p>Biden has promised tostep up vaccination effortsthat he said have been \"a dismal failure thus far.\" But it's not clear how successful those efforts will be, and how much they could be slowed byresistance by many members of the publicto get vaccinated.</p>\n<p>\"We're having a slower than expected vaccine rollout, and that is really weighing on the expectations about when we'll return to pre-pandemic life,\" said Ed Moya senior market analyst for Onada.</p>\n<p><b>Uncertainty for businesses</b></p>\n<p>And that uncertainty is causing problems for businesses, from retailers to airlines to banks, as they try to make plans, even businesses that have so far done well.</p>\n<p>\"The rules of the game keep changing. For a business person, that is overwhelming,\" said Zandi. \"They're not going to feel like the coast is clear. That uncertainty will depress ability to go out and expand and grow. They're not going to go out and hire more people because they're not sure what lays ahead in the future. This is going to be a process. I don't think it's like a light switch going on.\"</p>\n<p>Also preventing the economy from getting a quick boost from the proposed stimulus package is the fact that many businesses have already closed permanently because of the crisis, and thuspermanent job lossesare rising. The money Biden is proposing in direct aid to most US households and expanded and extended unemployment benefits will help many families weather the crisis, but it won't repair all the damage done to the economy during the crisis.</p>\n<p>\"It takes a lot less time to destroy the jobs than it does for the economy to create new jobs,\" said Joel Prakken, chief US economist for IHS Markit, \"I've seen estimates that a third of jobs lost will never come back in their previous form.\"</p>\n<p><b>Will it be enough?</b></p>\n<p>The money Biden proposed is only slightly less than what was passed under theCARES Act in March, but Biden made clear last week that this is only the first step of what he'll be asking Congress to spend. This first package is more than twice as much as the$787 billion stimulus packagepassed soon after Barack Obama and Biden took office in 2009, in the depths of the Great Recession.</p>\n<p>The money in the CARES Act, passed at a time that more 22 million Americans were losing their jobs, did have notable impact on the economy and households' ability to weather the economic crisis. Despite the economic upheaval, the number of individual bankruptcy filings fell 31% in 2020, to the lowest level since 1987, according to analysis by the Equip for the American Bankruptcy Institute.</p>\n<p>\"Continued government relief programs, moratoriums and lender deferments have helped families and businesses weather the economic challenges over the past year resulting from the Covid-19 pandemic,\" said ABI Executive Director Amy Quackenboss.</p>\n<p>But that support, as important as it was, didn't end the economic crisis. Even with millions of those on temporary layoffs being called back to work, there remain 10.7 million people looking for jobs who can't find them, 2.2 million more who want jobs but have stopped looking and 6.2 million who are working only part-time even though they want a full-time job. Getting them back to work will take time, even with the stimulus, according to experts.</p>\n<p>And much of that help has run out, or will run out soon. It's not clear how much of the $1.9 trillion that Biden is asking for will be approved by a divided Congress. IHS Markit's Prakken thinks the final amount is likely to be closer to $1 trillion. Moody's is estimating it might be closer to $750 billion.</p>\n<p>But the key for when the economy is recovered probably depends less on the stimulus than on the state of the pandemic and when life returns to something that feels more normal, for businesses and their customers.</p>\n<p>\"Deaths are likely to peak probably sometime late winter/early spring,\" said Prakken. \"It'll probably be sometime in second half of the year that people will be more comfortable going out.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stimulus is nice. But here's what Biden really needs to fix the economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nStimulus is nice. But here's what Biden really needs to fix the economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-20 18:39 GMT+8 <a href=https://edition.cnn.com/2021/01/18/economy/us-economy-biden-presidency/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) Joe Biden last week proposed a$1.9 trillionstimulus bill, part of a historically ambitious plan to combat an economic crisis.\nBut many economists and business leaders agree ...</p>\n\n<a href=\"https://edition.cnn.com/2021/01/18/economy/us-economy-biden-presidency/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/01/18/economy/us-economy-biden-presidency/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195038101","content_text":"New York (CNN Business) Joe Biden last week proposed a$1.9 trillionstimulus bill, part of a historically ambitious plan to combat an economic crisis.\nBut many economists and business leaders agree that no amount of government assistance to individuals and small businesses can fix the economy until the underlying cause of the problems — the Covid-19 pandemic — has been defeated. At best, the combination of the$900 billion plan passed in December, and this plan from the president-elect, can only help the economy to continue to tread water until the pandemic is under control.\n\"This is a very large package, but it's about helping the economy hang together as well as it can hang together until the end of the pandemic,\" said Mark Zandi, chief economist at Moody's Analytics.\nZandi and other economists believe that the gross domestic product, the broadest measure of the nation's economic activity, could soar if Biden gets his full package soon after taking office. But job growth will be far more muted.\nThe US economy lost 22 million jobs in March and April and ended the year with another 140,000 net jobs decline. Even with the 12.5 million jobs recovered in between, that left the headcount at US employers down nearly 10 million during the pandemic. Moody's forecast that those jobs won't be fully recovered until 2022, even if Biden gets his full package.\n\"We get a lot growth in GDP up front, but it'll take 18-24 months to get all those jobs back,\" said Zandi. \"A lot of people just can't go back to work until the pandemic is in the rearview mirror.\"\nSolving the underlying problem\nAnd unfortunately, the message from public health experts is clear: The pandemic is going to get worse before it gets better.\nNew cases, hospitalizations and deaths in the United States are at or near record highs. That could lead to renewed lockdown orders and business closings in many parts of the country, as have beenimposed in other nations, especially with anew, more transmittable version of the virus. The vaccine now being rolled out isn't expected to reach enough of the population to allow the majority of Americans to return to normal life until the summer, at the earliest.\nThat could mean a slower-than-hoped-for return to economic activity, such as eating at restaurants and travel. The economy lost jobs in December for the first time since April because ofmassive unemploymentin leisure and hospitality businesses, as well as restaurants and bars. The stimulus might help many businesses and individuals weather the storm, but it won't save all of them from going out of business, according to experts.\n\"There's not really much you can do from an economic policy perspective when the pandemic is continuing to rage,\" said Andrew Hunter, senior US economist for Capital Economics. \"Things are looking good for some time later this year, but it depends first of all on getting vaccines rolled out so things can return to normal.\"\nBiden has promised tostep up vaccination effortsthat he said have been \"a dismal failure thus far.\" But it's not clear how successful those efforts will be, and how much they could be slowed byresistance by many members of the publicto get vaccinated.\n\"We're having a slower than expected vaccine rollout, and that is really weighing on the expectations about when we'll return to pre-pandemic life,\" said Ed Moya senior market analyst for Onada.\nUncertainty for businesses\nAnd that uncertainty is causing problems for businesses, from retailers to airlines to banks, as they try to make plans, even businesses that have so far done well.\n\"The rules of the game keep changing. For a business person, that is overwhelming,\" said Zandi. \"They're not going to feel like the coast is clear. That uncertainty will depress ability to go out and expand and grow. They're not going to go out and hire more people because they're not sure what lays ahead in the future. This is going to be a process. I don't think it's like a light switch going on.\"\nAlso preventing the economy from getting a quick boost from the proposed stimulus package is the fact that many businesses have already closed permanently because of the crisis, and thuspermanent job lossesare rising. The money Biden is proposing in direct aid to most US households and expanded and extended unemployment benefits will help many families weather the crisis, but it won't repair all the damage done to the economy during the crisis.\n\"It takes a lot less time to destroy the jobs than it does for the economy to create new jobs,\" said Joel Prakken, chief US economist for IHS Markit, \"I've seen estimates that a third of jobs lost will never come back in their previous form.\"\nWill it be enough?\nThe money Biden proposed is only slightly less than what was passed under theCARES Act in March, but Biden made clear last week that this is only the first step of what he'll be asking Congress to spend. This first package is more than twice as much as the$787 billion stimulus packagepassed soon after Barack Obama and Biden took office in 2009, in the depths of the Great Recession.\nThe money in the CARES Act, passed at a time that more 22 million Americans were losing their jobs, did have notable impact on the economy and households' ability to weather the economic crisis. Despite the economic upheaval, the number of individual bankruptcy filings fell 31% in 2020, to the lowest level since 1987, according to analysis by the Equip for the American Bankruptcy Institute.\n\"Continued government relief programs, moratoriums and lender deferments have helped families and businesses weather the economic challenges over the past year resulting from the Covid-19 pandemic,\" said ABI Executive Director Amy Quackenboss.\nBut that support, as important as it was, didn't end the economic crisis. Even with millions of those on temporary layoffs being called back to work, there remain 10.7 million people looking for jobs who can't find them, 2.2 million more who want jobs but have stopped looking and 6.2 million who are working only part-time even though they want a full-time job. Getting them back to work will take time, even with the stimulus, according to experts.\nAnd much of that help has run out, or will run out soon. It's not clear how much of the $1.9 trillion that Biden is asking for will be approved by a divided Congress. IHS Markit's Prakken thinks the final amount is likely to be closer to $1 trillion. Moody's is estimating it might be closer to $750 billion.\nBut the key for when the economy is recovered probably depends less on the stimulus than on the state of the pandemic and when life returns to something that feels more normal, for businesses and their customers.\n\"Deaths are likely to peak probably sometime late winter/early spring,\" said Prakken. \"It'll probably be sometime in second half of the year that people will be more comfortable going out.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334286508,"gmtCreate":1610800873004,"gmtModify":1704986215092,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334286508","repostId":"334344569","repostType":1,"repost":{"id":334344569,"gmtCreate":1610712709751,"gmtModify":1704985744558,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"拆解Roblox招股書,價值300億美元的元宇宙第一股要來了!","htmlText":"\n \n \n 原本Roblox計劃2020年底上市,但是據說因爲公司老闆認爲公司被低估了,於是決定延遲上市,最近公司拿到了5.2億美元的最新一輪融資,還有各種傳聞說這家公司會選擇DPO(直接上市)上市,直接上市的優點就是繞過了華爾街的承銷商,沒有了股東鎖定期,相比IPO節省了一大筆銀行承銷費用。<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 下面根據公司之前發佈的招股書,一起了解一下Roblox爲何這麼有底氣對華爾街說不?Roblox提出的元宇宙是什麼?一打開Roblox的招股書我就看到了公司總覽裏寫的元宇宙,估計很多人和我一樣都不明白元宇宙是什麼,於是我google了一下。1992年,作家尼爾.史蒂芬森(Neal Stephenson)寫了一本小說叫《雪崩》,在這部小說中,人類通過軟件代理人,在一個虛擬三維空間中生活。史蒂芬森將這種現實世界的隱喻稱爲元宇宙。從概念上講,元宇宙結合了互聯網、遊戲、社交網絡和虛擬技術,爲人類進行數字化創造奠定了基礎。而當這些技術融合在一起時,又衍生出一種全新的、身臨其境的數字生活。而Roblox公司的使命就是打造這樣一個身臨其境的遊戲平臺將全世界都連接在一起。在Roblox,你可以和朋友、家人一起玩遊戲、你也可以自己創造遊戲,創造遊戲你還能獲得網站的虛擬貨幣Robux,這種虛擬幣類似B站的B幣,但是B幣只能用貨幣購買,而Robux還可以兌換成真實的貨幣。簡單來說,Roblox構想的元宇宙是,開發者創造遊戲獲取Robux,用戶在Roblox玩遊戲也可以買Robux來促進遊戲的升級迭代,而Robux可以兌換成開發者現實生活中所需要的貨幣。隨着互聯網技術的不斷髮展,AR和VR技術的不斷先進,Roblox的虛擬世界將越來越接近現實世界,平\n \n","listText":"原本Roblox計劃2020年底上市,但是據說因爲公司老闆認爲公司被低估了,於是決定延遲上市,最近公司拿到了5.2億美元的最新一輪融資,還有各種傳聞說這家公司會選擇DPO(直接上市)上市,直接上市的優點就是繞過了華爾街的承銷商,沒有了股東鎖定期,相比IPO節省了一大筆銀行承銷費用。<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 下面根據公司之前發佈的招股書,一起了解一下Roblox爲何這麼有底氣對華爾街說不?Roblox提出的元宇宙是什麼?一打開Roblox的招股書我就看到了公司總覽裏寫的元宇宙,估計很多人和我一樣都不明白元宇宙是什麼,於是我google了一下。1992年,作家尼爾.史蒂芬森(Neal Stephenson)寫了一本小說叫《雪崩》,在這部小說中,人類通過軟件代理人,在一個虛擬三維空間中生活。史蒂芬森將這種現實世界的隱喻稱爲元宇宙。從概念上講,元宇宙結合了互聯網、遊戲、社交網絡和虛擬技術,爲人類進行數字化創造奠定了基礎。而當這些技術融合在一起時,又衍生出一種全新的、身臨其境的數字生活。而Roblox公司的使命就是打造這樣一個身臨其境的遊戲平臺將全世界都連接在一起。在Roblox,你可以和朋友、家人一起玩遊戲、你也可以自己創造遊戲,創造遊戲你還能獲得網站的虛擬貨幣Robux,這種虛擬幣類似B站的B幣,但是B幣只能用貨幣購買,而Robux還可以兌換成真實的貨幣。簡單來說,Roblox構想的元宇宙是,開發者創造遊戲獲取Robux,用戶在Roblox玩遊戲也可以買Robux來促進遊戲的升級迭代,而Robux可以兌換成開發者現實生活中所需要的貨幣。隨着互聯網技術的不斷髮展,AR和VR技術的不斷先進,Roblox的虛擬世界將越來越接近現實世界,平","text":"原本Roblox計劃2020年底上市,但是據說因爲公司老闆認爲公司被低估了,於是決定延遲上市,最近公司拿到了5.2億美元的最新一輪融資,還有各種傳聞說這家公司會選擇DPO(直接上市)上市,直接上市的優點就是繞過了華爾街的承銷商,沒有了股東鎖定期,相比IPO節省了一大筆銀行承銷費用。$Roblox Corporation(RBLX)$ 下面根據公司之前發佈的招股書,一起了解一下Roblox爲何這麼有底氣對華爾街說不?Roblox提出的元宇宙是什麼?一打開Roblox的招股書我就看到了公司總覽裏寫的元宇宙,估計很多人和我一樣都不明白元宇宙是什麼,於是我google了一下。1992年,作家尼爾.史蒂芬森(Neal Stephenson)寫了一本小說叫《雪崩》,在這部小說中,人類通過軟件代理人,在一個虛擬三維空間中生活。史蒂芬森將這種現實世界的隱喻稱爲元宇宙。從概念上講,元宇宙結合了互聯網、遊戲、社交網絡和虛擬技術,爲人類進行數字化創造奠定了基礎。而當這些技術融合在一起時,又衍生出一種全新的、身臨其境的數字生活。而Roblox公司的使命就是打造這樣一個身臨其境的遊戲平臺將全世界都連接在一起。在Roblox,你可以和朋友、家人一起玩遊戲、你也可以自己創造遊戲,創造遊戲你還能獲得網站的虛擬貨幣Robux,這種虛擬幣類似B站的B幣,但是B幣只能用貨幣購買,而Robux還可以兌換成真實的貨幣。簡單來說,Roblox構想的元宇宙是,開發者創造遊戲獲取Robux,用戶在Roblox玩遊戲也可以買Robux來促進遊戲的升級迭代,而Robux可以兌換成開發者現實生活中所需要的貨幣。隨着互聯網技術的不斷髮展,AR和VR技術的不斷先進,Roblox的虛擬世界將越來越接近現實世界,平","images":[{"img":"https://static.tigerbbs.com/1abd62ad10263d6bda84c585fcce7fe9","width":"688","height":"247"},{"img":"https://static.tigerbbs.com/4db01b48e959feaa26dcbdac827851ae","width":"688","height":"372"},{"img":"https://static.tigerbbs.com/69131b87a4e52400fd65e6431bdb99a1","width":"688","height":"455"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334344569","isVote":2,"tweetType":2,"object":{"id":"f50a61c5c6c74a9c9e12a5600e3ffaca","tweetId":"334344569","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/03b3f5cd5285890812758082235/v.f30.mp4","poster":"https://static.tigerbbs.com/11f23902524abaf6321cb665634ddc6f"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1313,"gmtBegin":1610712709749,"gmtEnd":1612095043497,"type":1,"upper":1,"title":"你認爲Roblox300億估貴不貴?","choices":[{"id":4928,"sort":1,"name":"貴了","userSize":34,"voted":false},{"id":4929,"sort":2,"name":"不貴,還會更高","userSize":72,"voted":false}]},"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335589554,"gmtCreate":1610622462378,"gmtModify":1704985001161,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3572591735480641\">@Davyc3</a>:Great ariticle, would you like to share it?","listText":"//<a href=\"https://laohu8.com/U/3572591735480641\">@Davyc3</a>:Great ariticle, would you like to share it?","text":"//@Davyc3:Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335589554","repostId":"332531093","repostType":1,"repost":{"id":332531093,"gmtCreate":1610429659712,"gmtModify":1704983611278,"author":{"id":"3541377675348678","authorId":"3541377675348678","name":"少年维特","avatar":"https://static.tigerbbs.com/e1bdb6640a3e75becbeddd8174c1a002","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541377675348678","authorIdStr":"3541377675348678"},"themes":[],"title":"百度的估值修訂:1000億美元應該是個起點","htmlText":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","listText":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","text":"之前看到@陳達美股投資 對於百度的估值三段論,將其分爲成熟業務、成長業務、前沿業務三類,我也是比較認可這個模型的,當時百度的市值480億美元,給出的估值是805-900億美元。這纔過去將近一個月的時間,百度似乎要提前完成了這輪估值修復了,昨天盤前漲幅一度超過6.81%,雖然收盤跌了不少,但是ARK加倉了。整體來看,這個作業抄的還可以。消息面,主要是兩個:第一個是:1月11日,百度和吉利雙雙官宣合夥造車。百度肯定是阿波羅沒啥新鮮了,合作中提到了吉利去年9月推出的全球領先純電動架構——SEA浩瀚智能進化體驗架構算是個亮點。據說爲了研發這個新架構,吉利投入了180億元,也要開始走技術輸出路線了,算是個強強聯合吧。第二個是:工信部助攻,百度和吉利官宣合夥造車這天,工信部發了個徵求意見稿《智能網聯汽車道路測試與示範應用管理規範(試行)》。讓各省、市政府相關主管部門根據當地實際情況在其行政區內選擇有代表的道路、區域用於智能網聯汽車測試、示範應用,範疇由道路進一步擴展至區域,且包含高速公路,爲保證安全並非開放所有的公共道路和區域。申請用於示範應用的車輛應在相應道路上進行過不少於240小時或1000公里的道路測試。這個徵求意見稿怎麼看都是給自動駕駛掃清法律障礙的,而這個層面最大的受益者當屬百度。百度在自動駕駛這塊一直是走在前面的,走太快沒有法律法規鋪路也有點掣肘,之前廠長坐阿波羅還被交警給罰了。行情上:1月8號就已經大漲15.57%,核心也是聯合造車傳聞被證實,日本瑞穗分析師就上調了目標價到250美元,核心邏輯是看好造車以及核心的電商廣告業務穩定邏輯,結果當天差點一步到位。比較有意思的是,上一輪瑞穗給出上調到170美元目標價時是11月5日,當時傳出百度收購YY傳聞。重新捋一遍三段論估值的修正成熟業務:移動生態,MEG(移動生態事業羣組)這部分當時是按照搜索+信息流廣告給的估值,今年的自由現","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332531093","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335171018,"gmtCreate":1610550635534,"gmtModify":1704984526753,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335171018","repostId":"338247253","repostType":1,"repost":{"id":338247253,"gmtCreate":1609924874972,"gmtModify":1704980870679,"author":{"id":"3571809216032056","authorId":"3571809216032056","name":"云书","avatar":"https://static.tigerbbs.com/22916353b37480b7f36ed0284ed0afb3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571809216032056","authorIdStr":"3571809216032056"},"themes":[],"title":"老虎中國銀行入金So easy!","htmlText":"哈囉 大家好。最近開通了老虎證券,準備港股打新,都說港股打新中籤率高,想分一杯羹。不過操作過程中,發現入金真的是很難。感覺無從下手。後來羣裏一位羣友分享了操作過程,雲書也按照這個步驟一步一步操作下來,果然成功了。所以發了這個帖子,希望可以幫助更多的新手小白。如果看到帖子小夥伴按照帖子入金成功了,煩請填寫雲書的邀請碼26EMOL,大家一起快樂賺錢。好了,下面開始吧!一.登錄中國銀行:手機網銀購匯港幣二.登錄老虎APP:找到收款銀行賬戶三.登錄中國銀行:匯款港幣到老虎的收款賬戶一.登錄中國銀行:手機網銀購匯港幣1、打開中國銀行手機APP,選擇全部服務,找到出國金融,選擇結售匯2、點擊購匯,等待30秒後,在已閱讀上打勾,下一步。首次入金至少24000港幣,我們獎勵一股阿里巴巴港股股票,價值約250港幣3、選擇需要購匯的幣種,購匯用途,一定要選擇因私旅遊!!切記,否則容易被退。如果匯港幣,選擇目的國家爲新加坡,打勾後選擇下一步完成購匯流程。 幣種:現匯外幣金額:填寫需要購匯港幣的金額預計用匯時間:2020年12月購匯用途:因私旅遊目的地國家:新加坡預計境外停留:7天旅行方式:自由行注:購匯港幣之後,銀行卡內【人民幣】餘額要剩餘200人民幣扣手續費二.登錄老虎APP:找到收款銀行賬戶1、打開老虎證券APP,選擇交易、查看入金指引,選擇對應的港幣 2、選擇銀行賬戶,找到自己的入金賬戶信息,並將賬戶信息複製到中國銀行的跨境匯款頁面。三.登錄中國銀行:境外匯款港幣到老虎的收款賬戶3、打開中國銀行手機APP找到出國金融服務,更多-出境和外幣服務跨境匯款-境外他行4、收款人名稱:您本人的姓名拼音+TI GEBKR5、收款幣種:港幣收款行SWIFT碼:DBSSSGSGXXX(如必須填寫8位代碼,則填寫DBSSSGSG)收款人賬號:88XXX老虎APP【港幣收款信息】裏面的收款人賬戶,如下收款人【","listText":"哈囉 大家好。最近開通了老虎證券,準備港股打新,都說港股打新中籤率高,想分一杯羹。不過操作過程中,發現入金真的是很難。感覺無從下手。後來羣裏一位羣友分享了操作過程,雲書也按照這個步驟一步一步操作下來,果然成功了。所以發了這個帖子,希望可以幫助更多的新手小白。如果看到帖子小夥伴按照帖子入金成功了,煩請填寫雲書的邀請碼26EMOL,大家一起快樂賺錢。好了,下面開始吧!一.登錄中國銀行:手機網銀購匯港幣二.登錄老虎APP:找到收款銀行賬戶三.登錄中國銀行:匯款港幣到老虎的收款賬戶一.登錄中國銀行:手機網銀購匯港幣1、打開中國銀行手機APP,選擇全部服務,找到出國金融,選擇結售匯2、點擊購匯,等待30秒後,在已閱讀上打勾,下一步。首次入金至少24000港幣,我們獎勵一股阿里巴巴港股股票,價值約250港幣3、選擇需要購匯的幣種,購匯用途,一定要選擇因私旅遊!!切記,否則容易被退。如果匯港幣,選擇目的國家爲新加坡,打勾後選擇下一步完成購匯流程。 幣種:現匯外幣金額:填寫需要購匯港幣的金額預計用匯時間:2020年12月購匯用途:因私旅遊目的地國家:新加坡預計境外停留:7天旅行方式:自由行注:購匯港幣之後,銀行卡內【人民幣】餘額要剩餘200人民幣扣手續費二.登錄老虎APP:找到收款銀行賬戶1、打開老虎證券APP,選擇交易、查看入金指引,選擇對應的港幣 2、選擇銀行賬戶,找到自己的入金賬戶信息,並將賬戶信息複製到中國銀行的跨境匯款頁面。三.登錄中國銀行:境外匯款港幣到老虎的收款賬戶3、打開中國銀行手機APP找到出國金融服務,更多-出境和外幣服務跨境匯款-境外他行4、收款人名稱:您本人的姓名拼音+TI GEBKR5、收款幣種:港幣收款行SWIFT碼:DBSSSGSGXXX(如必須填寫8位代碼,則填寫DBSSSGSG)收款人賬號:88XXX老虎APP【港幣收款信息】裏面的收款人賬戶,如下收款人【","text":"哈囉 大家好。最近開通了老虎證券,準備港股打新,都說港股打新中籤率高,想分一杯羹。不過操作過程中,發現入金真的是很難。感覺無從下手。後來羣裏一位羣友分享了操作過程,雲書也按照這個步驟一步一步操作下來,果然成功了。所以發了這個帖子,希望可以幫助更多的新手小白。如果看到帖子小夥伴按照帖子入金成功了,煩請填寫雲書的邀請碼26EMOL,大家一起快樂賺錢。好了,下面開始吧!一.登錄中國銀行:手機網銀購匯港幣二.登錄老虎APP:找到收款銀行賬戶三.登錄中國銀行:匯款港幣到老虎的收款賬戶一.登錄中國銀行:手機網銀購匯港幣1、打開中國銀行手機APP,選擇全部服務,找到出國金融,選擇結售匯2、點擊購匯,等待30秒後,在已閱讀上打勾,下一步。首次入金至少24000港幣,我們獎勵一股阿里巴巴港股股票,價值約250港幣3、選擇需要購匯的幣種,購匯用途,一定要選擇因私旅遊!!切記,否則容易被退。如果匯港幣,選擇目的國家爲新加坡,打勾後選擇下一步完成購匯流程。 幣種:現匯外幣金額:填寫需要購匯港幣的金額預計用匯時間:2020年12月購匯用途:因私旅遊目的地國家:新加坡預計境外停留:7天旅行方式:自由行注:購匯港幣之後,銀行卡內【人民幣】餘額要剩餘200人民幣扣手續費二.登錄老虎APP:找到收款銀行賬戶1、打開老虎證券APP,選擇交易、查看入金指引,選擇對應的港幣 2、選擇銀行賬戶,找到自己的入金賬戶信息,並將賬戶信息複製到中國銀行的跨境匯款頁面。三.登錄中國銀行:境外匯款港幣到老虎的收款賬戶3、打開中國銀行手機APP找到出國金融服務,更多-出境和外幣服務跨境匯款-境外他行4、收款人名稱:您本人的姓名拼音+TI GEBKR5、收款幣種:港幣收款行SWIFT碼:DBSSSGSGXXX(如必須填寫8位代碼,則填寫DBSSSGSG)收款人賬號:88XXX老虎APP【港幣收款信息】裏面的收款人賬戶,如下收款人【","images":[{"img":"https://static.tigerbbs.com/6cbfa1ae8b2ecdffd1d4c2497d7baa25","width":"500","height":"871"},{"img":"https://static.tigerbbs.com/a24cfb107c07665ae1bfe7476133add2","width":"450","height":"160"},{"img":"https://static.tigerbbs.com/915082d3b88ad8d9eccf582d50eb1fde","width":"368","height":"431"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338247253","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335170636,"gmtCreate":1610550470425,"gmtModify":1704984523517,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Let’s go","listText":"Let’s go","text":"Let’s go","images":[{"img":"https://static.tigerbbs.com/797bd75bce69f8bb3b7386bf875c30d3","width":"750","height":"2322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335170636","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":332402967,"gmtCreate":1610447581759,"gmtModify":1704983727929,"author":{"id":"3572591735480641","authorId":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572591735480641","authorIdStr":"3572591735480641"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332402967","repostId":"332963309","repostType":1,"repost":{"id":332963309,"gmtCreate":1610280000000,"gmtModify":1704982840687,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"三次變革:美國投行的財富管理演進史","htmlText":"來 源 | 廣發證券金融產品研究所 導讀 本文介紹了佣金自由化後美國證券行業40餘年的發展歷史,從1975年至今,美國投行財富管理業務大致經歷了三個發展階段,從大資管行業迅速擴張,投行財富管理以代銷的形成開始;到財富管理的業務再升級;再到金融危機後,獨立投行向全能銀行轉變。敬請閱讀。 正文 佣金自由化後美國證券行業40餘年發展可以分爲三個階段: ▶ 1975-1989年,佣金自由化後,大資管行業迅速擴張,投行財富管理以代銷的形成走進舞臺。 ▶ 1990-2008年,投行資管競爭力不足,財富管理業務再升級。 ▶ 到2009年以後,投行的資管能力逐步減弱,而金融危機之後,財富管理的分化也不斷加劇。雷曼兄弟破產,美林被美國銀行收購,貝爾斯登被摩根大通收購,高盛和摩根士丹利轉爲銀行控股公司,行業格局重塑,獨立投行向全能銀行轉變。 1975-1989年 佣金自由化後,大資管行業迅速擴張 投行財富管理以代銷的形成走進舞臺 上世紀70年代,美國投行經營較環境較爲艱難,受兩次石油危機影響,美國處於惡性通脹時期,GDP增速放緩,美聯儲爲了抑制通脹,將聯邦基金利率調至高位,複雜的利率環境和疲軟的經濟增速給股票和債券市場帶來較大負面影響。 1975年美國國會批准了對《1934證券交易法》的修訂,在1975《證券法修正案》的指引下,美國證券交易委員會(SEC)與紐約證券交易所通力合作,結束了運行長達180年的固定交易佣金制度,這一法令也深遠地影響了證券行業的競爭格局。 1975《證券法修正案》頒佈後,機構投資者首先享受到佣金率大幅下降的紅利,僅5年後,機構平均每股佣金就由法令發佈前的25.3美分迅速降至12.2美分,佣金率由0.64%降至0.39%。 券商充分利用價格歧視策略,向交易規模較小的個人投資者收取較高佣金,向交易規模較大的機構","listText":"來 源 | 廣發證券金融產品研究所 導讀 本文介紹了佣金自由化後美國證券行業40餘年的發展歷史,從1975年至今,美國投行財富管理業務大致經歷了三個發展階段,從大資管行業迅速擴張,投行財富管理以代銷的形成開始;到財富管理的業務再升級;再到金融危機後,獨立投行向全能銀行轉變。敬請閱讀。 正文 佣金自由化後美國證券行業40餘年發展可以分爲三個階段: ▶ 1975-1989年,佣金自由化後,大資管行業迅速擴張,投行財富管理以代銷的形成走進舞臺。 ▶ 1990-2008年,投行資管競爭力不足,財富管理業務再升級。 ▶ 到2009年以後,投行的資管能力逐步減弱,而金融危機之後,財富管理的分化也不斷加劇。雷曼兄弟破產,美林被美國銀行收購,貝爾斯登被摩根大通收購,高盛和摩根士丹利轉爲銀行控股公司,行業格局重塑,獨立投行向全能銀行轉變。 1975-1989年 佣金自由化後,大資管行業迅速擴張 投行財富管理以代銷的形成走進舞臺 上世紀70年代,美國投行經營較環境較爲艱難,受兩次石油危機影響,美國處於惡性通脹時期,GDP增速放緩,美聯儲爲了抑制通脹,將聯邦基金利率調至高位,複雜的利率環境和疲軟的經濟增速給股票和債券市場帶來較大負面影響。 1975年美國國會批准了對《1934證券交易法》的修訂,在1975《證券法修正案》的指引下,美國證券交易委員會(SEC)與紐約證券交易所通力合作,結束了運行長達180年的固定交易佣金制度,這一法令也深遠地影響了證券行業的競爭格局。 1975《證券法修正案》頒佈後,機構投資者首先享受到佣金率大幅下降的紅利,僅5年後,機構平均每股佣金就由法令發佈前的25.3美分迅速降至12.2美分,佣金率由0.64%降至0.39%。 券商充分利用價格歧視策略,向交易規模較小的個人投資者收取較高佣金,向交易規模較大的機構","text":"來 源 | 廣發證券金融產品研究所 導讀 本文介紹了佣金自由化後美國證券行業40餘年的發展歷史,從1975年至今,美國投行財富管理業務大致經歷了三個發展階段,從大資管行業迅速擴張,投行財富管理以代銷的形成開始;到財富管理的業務再升級;再到金融危機後,獨立投行向全能銀行轉變。敬請閱讀。 正文 佣金自由化後美國證券行業40餘年發展可以分爲三個階段: ▶ 1975-1989年,佣金自由化後,大資管行業迅速擴張,投行財富管理以代銷的形成走進舞臺。 ▶ 1990-2008年,投行資管競爭力不足,財富管理業務再升級。 ▶ 到2009年以後,投行的資管能力逐步減弱,而金融危機之後,財富管理的分化也不斷加劇。雷曼兄弟破產,美林被美國銀行收購,貝爾斯登被摩根大通收購,高盛和摩根士丹利轉爲銀行控股公司,行業格局重塑,獨立投行向全能銀行轉變。 1975-1989年 佣金自由化後,大資管行業迅速擴張 投行財富管理以代銷的形成走進舞臺 上世紀70年代,美國投行經營較環境較爲艱難,受兩次石油危機影響,美國處於惡性通脹時期,GDP增速放緩,美聯儲爲了抑制通脹,將聯邦基金利率調至高位,複雜的利率環境和疲軟的經濟增速給股票和債券市場帶來較大負面影響。 1975年美國國會批准了對《1934證券交易法》的修訂,在1975《證券法修正案》的指引下,美國證券交易委員會(SEC)與紐約證券交易所通力合作,結束了運行長達180年的固定交易佣金制度,這一法令也深遠地影響了證券行業的競爭格局。 1975《證券法修正案》頒佈後,機構投資者首先享受到佣金率大幅下降的紅利,僅5年後,機構平均每股佣金就由法令發佈前的25.3美分迅速降至12.2美分,佣金率由0.64%降至0.39%。 券商充分利用價格歧視策略,向交易規模較小的個人投資者收取較高佣金,向交易規模較大的機構","images":[{"img":"https://static.tigerbbs.com/3d335dad794b4def9b55162328f29b3c","width":"291","height":"182"},{"img":"https://static.tigerbbs.com/7306900774bc400f8941e14ee2e7f62d","width":"1","height":"1"},{"img":"https://static.tigerbbs.com/5d28a0ef82424ea58140183638065449","width":"261","height":"233"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332963309","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":38,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}