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JAJA幕幕
2024-11-13
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JAJA幕幕
2023-11-18
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JAJA幕幕
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JAJA幕幕
2021-09-22
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2021-09-20
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JAJA幕幕
2021-09-16
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@话题虎:蘋果發佈會今夜開幕:果粉關注一革命性產品的出現!
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港股市場 9月14日訊,港股三大指數高開,恆指漲0.05%報25827點,國指漲0.08%報9245點,恆生科技指數漲0.4%報6621點。盤面上,藥品股強勢,<a target=\"_blank\" href=\"https://laohu8.com/S/01952\">$雲頂新耀-B(01952)$</a> 均高開近6%,<a target=\"_blank\" href=\"https://laohu8.com/S/02359\">$藥明康德(02359)$</a> 漲2.55%,乳製品、體育用品股、燃氣股、光伏股普遍上漲,鋁、黃金等有色金屬股繼續上揚,<a target=\"_blank\" href=\"https://laohu8.com/S/02600\">$中國鋁業(02600)$</a> 高開1.66%;大型科技股漲多跌少,<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 高開1.9%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京東集團-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$網易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集團-SW(09888)$</a> 漲超1%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、","listText":"聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月14日訊,港股三大指數高開,恆指漲0.05%報25827點,國指漲0.08%報9245點,恆生科技指數漲0.4%報6621點。盤面上,藥品股強勢,<a target=\"_blank\" href=\"https://laohu8.com/S/01952\">$雲頂新耀-B(01952)$</a> 均高開近6%,<a 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、","images":[{"img":"https://static.tigerbbs.com/4c6a5cb76402ef1fbe2ba0f6c2f44017","width":"312","height":"241"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886653602","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885941007,"gmtCreate":1631753270509,"gmtModify":1676530625300,"author":{"id":"3575728866805528","authorId":"3575728866805528","name":"JAJA幕幕","avatar":"https://static.tigerbbs.com/ff65a5fb05643bee9396a57f47298bbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575728866805528","idStr":"3575728866805528"},"themes":[],"htmlText":"z","listText":"z","text":"z","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885941007","repostId":"817972147","repostType":1,"repost":{"id":817972147,"gmtCreate":1630902189185,"gmtModify":1676530416748,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"美國四大科技股,市值超深交所所有公司總市值!美股泡沫有多大?","htmlText":"據統計,美國四大科技股: <a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a> 、<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 和<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ,最新市值達 7.29萬億美元! 這個數據,已超過日本東證所2187個股票的市值,同時超過深交所2493家公司總市值(約29萬億元人民幣,折4.5萬億美元),接近上證所1976家公司總市值(約爲50萬億元人民幣,折7.7萬億美元)。 美國股市一向是全球資本市場的龍頭,但是僅憑四隻科技股的市值,就超過日本股市或在深圳上市的所有公司,這似乎有點誇張。 這不禁讓人不禁擔憂:美國科技股泡沫有多大? 疫情以來,爲了保住經濟,美國開啓了無限印鈔模式,美股隨之出現一波大牛市:<a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 和<a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>今年以來分別累計上漲20.8%和19%。 據德意志銀行月度統計數據,全球38類非貨幣資產中,前八個月標普500和納指的累計漲幅是名列前茅,僅次於石油、銅等大宗商品及俄羅斯股市。 高處不勝寒? 上週五,美國公佈了最新非農就業率: 6 月份美國非農就業人數增加了 93.8 萬人、7 月增加 94.3 萬人、8 月繼續增加23.5 萬;失業率從7月份的5.4%,進一步降低至8 月的 5.2%。 5.2% 的失業率 ,已經創【 2020 年 3 月】以來新低。【 20","listText":"據統計,美國四大科技股: <a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a> 、<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 和<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ,最新市值達 7.29萬億美元! 這個數據,已超過日本東證所2187個股票的市值,同時超過深交所2493家公司總市值(約29萬億元人民幣,折4.5萬億美元),接近上證所1976家公司總市值(約爲50萬億元人民幣,折7.7萬億美元)。 美國股市一向是全球資本市場的龍頭,但是僅憑四隻科技股的市值,就超過日本股市或在深圳上市的所有公司,這似乎有點誇張。 這不禁讓人不禁擔憂:美國科技股泡沫有多大? 疫情以來,爲了保住經濟,美國開啓了無限印鈔模式,美股隨之出現一波大牛市:<a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 和<a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>今年以來分別累計上漲20.8%和19%。 據德意志銀行月度統計數據,全球38類非貨幣資產中,前八個月標普500和納指的累計漲幅是名列前茅,僅次於石油、銅等大宗商品及俄羅斯股市。 高處不勝寒? 上週五,美國公佈了最新非農就業率: 6 月份美國非農就業人數增加了 93.8 萬人、7 月增加 94.3 萬人、8 月繼續增加23.5 萬;失業率從7月份的5.4%,進一步降低至8 月的 5.2%。 5.2% 的失業率 ,已經創【 2020 年 3 月】以來新低。【 20","text":"據統計,美國四大科技股: $蘋果(AAPL)$ 、$亞馬遜(AMZN)$ 、$Facebook(FB)$ 和$谷歌(GOOG)$ ,最新市值達 7.29萬億美元! 這個數據,已超過日本東證所2187個股票的市值,同時超過深交所2493家公司總市值(約29萬億元人民幣,折4.5萬億美元),接近上證所1976家公司總市值(約爲50萬億元人民幣,折7.7萬億美元)。 美國股市一向是全球資本市場的龍頭,但是僅憑四隻科技股的市值,就超過日本股市或在深圳上市的所有公司,這似乎有點誇張。 這不禁讓人不禁擔憂:美國科技股泡沫有多大? 疫情以來,爲了保住經濟,美國開啓了無限印鈔模式,美股隨之出現一波大牛市:$標普500(.SPX)$ 和$納斯達克(.IXIC)$今年以來分別累計上漲20.8%和19%。 據德意志銀行月度統計數據,全球38類非貨幣資產中,前八個月標普500和納指的累計漲幅是名列前茅,僅次於石油、銅等大宗商品及俄羅斯股市。 高處不勝寒? 上週五,美國公佈了最新非農就業率: 6 月份美國非農就業人數增加了 93.8 萬人、7 月增加 94.3 萬人、8 月繼續增加23.5 萬;失業率從7月份的5.4%,進一步降低至8 月的 5.2%。 5.2% 的失業率 ,已經創【 2020 年 3 月】以來新低。【 20","images":[{"img":"https://static.tigerbbs.com/983c99d97cd831a4671589c3a562fbd0","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817972147","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885943290,"gmtCreate":1631753255910,"gmtModify":1676530625285,"author":{"id":"3575728866805528","authorId":"3575728866805528","name":"JAJA幕幕","avatar":"https://static.tigerbbs.com/ff65a5fb05643bee9396a57f47298bbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575728866805528","idStr":"3575728866805528"},"themes":[],"htmlText":"~","listText":"~","text":"~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885943290","repostId":"880068266","repostType":1,"repost":{"id":880068266,"gmtCreate":1631001231255,"gmtModify":1676530438909,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582524673862453","idStr":"3582524673862453"},"themes":[],"title":"在英國爆虧千億的李嘉誠,又想回中國割韭菜了?","htmlText":"在國內瘋狂撈金,轉頭奔向英國市場的李嘉誠,現在又着急想重回中國了!據港交所稱,8月李嘉誠旗下基金連續4次收購港股長實集團的股票,同時李嘉誠更是砸下百億重金,在國內瘋狂買地,這又是收購股票,又是頻繁買地,看來之前在英國虧損的上千億打擊,確實是太大了。讓李嘉誠急急忙忙想回到祖國的懷抱,但網友們不樂意了,中國市場不是你想來就能來的。衆所周知,李嘉誠靠着囤地在香港積攢了鉅額財富,但也把香港弄的寸土寸金,苦了底層的百姓,奮鬥了一輩子,都買不了一套房子。90年代李嘉誠開始在內地投資,但玩的還是老一套,拍下大量地皮後,幾年十幾年都不出售。30年過去了他手裏30多個項目還有三分之二沒完工,上海,江蘇,浙江,廣東,四川,重慶都有大量李嘉誠留下的爛尾樓。2020年李嘉誠在成都捂地16年爆賺38億的醜聞敗露,搞得成都人民羣情激奮,甚至連三大官媒都下場痛批,最後成都政府直接下了封殺令禁止任何機構向李嘉誠公司提供新增融資貸款。玻璃大王曹德旺曾說過,企業家的責任有三條:國家因你而強大,社會因你而進步,人民因你而富足。反觀李嘉誠通過壓榨底層百姓謀取暴利,無論是對國家經濟還是社會進步,他從未盡到一個企業家應盡的義務。李嘉誠想重回中國玩囤地居奇,壟斷民生行業的老套路,恐怕沒機會了。在國家強調共同富裕跟發展科技企業的大背景下,我們需要的是那些有科技有創新的企業家,是像華爲,寧德時代,比亞迪這樣的創新企業。不管是過去,現在,還是將來,中國都不需要李嘉誠式的首富,我們需要的是像任正非,曾毓羣,曹德旺這樣的企業家,用科技創新爲整個社會造血。關注我<a target=\"_blank\" href=\"https://laohu8.com/U/3582524673862453\">@庫巴財經</a> ,每天分享財經乾貨~","listText":"在國內瘋狂撈金,轉頭奔向英國市場的李嘉誠,現在又着急想重回中國了!據港交所稱,8月李嘉誠旗下基金連續4次收購港股長實集團的股票,同時李嘉誠更是砸下百億重金,在國內瘋狂買地,這又是收購股票,又是頻繁買地,看來之前在英國虧損的上千億打擊,確實是太大了。讓李嘉誠急急忙忙想回到祖國的懷抱,但網友們不樂意了,中國市場不是你想來就能來的。衆所周知,李嘉誠靠着囤地在香港積攢了鉅額財富,但也把香港弄的寸土寸金,苦了底層的百姓,奮鬥了一輩子,都買不了一套房子。90年代李嘉誠開始在內地投資,但玩的還是老一套,拍下大量地皮後,幾年十幾年都不出售。30年過去了他手裏30多個項目還有三分之二沒完工,上海,江蘇,浙江,廣東,四川,重慶都有大量李嘉誠留下的爛尾樓。2020年李嘉誠在成都捂地16年爆賺38億的醜聞敗露,搞得成都人民羣情激奮,甚至連三大官媒都下場痛批,最後成都政府直接下了封殺令禁止任何機構向李嘉誠公司提供新增融資貸款。玻璃大王曹德旺曾說過,企業家的責任有三條:國家因你而強大,社會因你而進步,人民因你而富足。反觀李嘉誠通過壓榨底層百姓謀取暴利,無論是對國家經濟還是社會進步,他從未盡到一個企業家應盡的義務。李嘉誠想重回中國玩囤地居奇,壟斷民生行業的老套路,恐怕沒機會了。在國家強調共同富裕跟發展科技企業的大背景下,我們需要的是那些有科技有創新的企業家,是像華爲,寧德時代,比亞迪這樣的創新企業。不管是過去,現在,還是將來,中國都不需要李嘉誠式的首富,我們需要的是像任正非,曾毓羣,曹德旺這樣的企業家,用科技創新爲整個社會造血。關注我<a target=\"_blank\" href=\"https://laohu8.com/U/3582524673862453\">@庫巴財經</a> ,每天分享財經乾貨~","text":"在國內瘋狂撈金,轉頭奔向英國市場的李嘉誠,現在又着急想重回中國了!據港交所稱,8月李嘉誠旗下基金連續4次收購港股長實集團的股票,同時李嘉誠更是砸下百億重金,在國內瘋狂買地,這又是收購股票,又是頻繁買地,看來之前在英國虧損的上千億打擊,確實是太大了。讓李嘉誠急急忙忙想回到祖國的懷抱,但網友們不樂意了,中國市場不是你想來就能來的。衆所周知,李嘉誠靠着囤地在香港積攢了鉅額財富,但也把香港弄的寸土寸金,苦了底層的百姓,奮鬥了一輩子,都買不了一套房子。90年代李嘉誠開始在內地投資,但玩的還是老一套,拍下大量地皮後,幾年十幾年都不出售。30年過去了他手裏30多個項目還有三分之二沒完工,上海,江蘇,浙江,廣東,四川,重慶都有大量李嘉誠留下的爛尾樓。2020年李嘉誠在成都捂地16年爆賺38億的醜聞敗露,搞得成都人民羣情激奮,甚至連三大官媒都下場痛批,最後成都政府直接下了封殺令禁止任何機構向李嘉誠公司提供新增融資貸款。玻璃大王曹德旺曾說過,企業家的責任有三條:國家因你而強大,社會因你而進步,人民因你而富足。反觀李嘉誠通過壓榨底層百姓謀取暴利,無論是對國家經濟還是社會進步,他從未盡到一個企業家應盡的義務。李嘉誠想重回中國玩囤地居奇,壟斷民生行業的老套路,恐怕沒機會了。在國家強調共同富裕跟發展科技企業的大背景下,我們需要的是那些有科技有創新的企業家,是像華爲,寧德時代,比亞迪這樣的創新企業。不管是過去,現在,還是將來,中國都不需要李嘉誠式的首富,我們需要的是像任正非,曾毓羣,曹德旺這樣的企業家,用科技創新爲整個社會造血。關注我@庫巴財經 ,每天分享財經乾貨~","images":[{"img":"https://static.tigerbbs.com/941170c2e5b7fea065ef7b27054e81e8","width":"300","height":"168"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880068266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885943371,"gmtCreate":1631753234693,"gmtModify":1676530625283,"author":{"id":"3575728866805528","authorId":"3575728866805528","name":"JAJA幕幕","avatar":"https://static.tigerbbs.com/ff65a5fb05643bee9396a57f47298bbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575728866805528","idStr":"3575728866805528"},"themes":[],"htmlText":"~","listText":"~","text":"~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885943371","repostId":"817004213","repostType":1,"repost":{"id":817004213,"gmtCreate":1630888732632,"gmtModify":1676530411726,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562206499105387","idStr":"3562206499105387"},"themes":[],"title":"東南亞電子商務平臺-Shopee對壘Lazada,誰會勝出?SEA Limited還能向上嗎?","htmlText":"大家應該對Shopee和Lazada這兩個品牌不陌生吧。Lazada在2012年被阿里巴巴收購然後發展東南亞電子商務的平臺。在Shopee還沒推出前,曾經稱霸東南亞電子商務。Shopee是Sea Limited子公司,成立於2015年。在東南亞市場鬥個你死我活,那到底誰正在領先呢?以下一些圖我們看看到底在東南亞每個國家哪個品牌領先者。馬來西亞因爲Lazada先在馬來西亞開始業務,我們可以看到Lazada是領先的(紅色線),但Shopee不斷高速成長,去到2018年已經和Lazada不相上下了然後2019年超越Lazada。之後就把距離拉遠。本人原本也是用Lazada平臺購物,但Lazada客服真的很糟糕,一直偏幫賣方。幾次投訴沒獲得好的答覆,最後轉向了Shopee平臺。Shopee最出名的就是免費運輸費,現在反而Lazada在抄Shopee所做的東西。新加波一路以來,我以爲Shopee是新加波公司,應該市場一早就拿下了吧。Shopee時在去年疫情開始後才超越Lazada的。印尼印尼市場要加入一家本地的電商 - Tokopedia (黃色線)。不過和馬來西亞和新加波一樣也是被Shopee拿下了,而且是更早,2018年年頭就超越了。印尼是一個龐大的市場,人口高達2.7億,接近50%東南亞總人口。拿下印尼市場是非常重要的。東南亞人口但在另一個網站數據顯示,其實Tokopedia還是最多瀏覽的。Shopee緊追在後。菲力賓越南其他市場,其實都是Shopee領先着。在SEA Limited 最新季報裏,E-Commerce生意額跟去年相比增加了88%。看了以上資訊,也應該知道數目字不是假的。公司現在也在大力發展巴西市場,剛剛進入世界第二大人口市場 - 印度。以公司發展潛能,股價接下來幾年應該還可以翻幾倍。手上握有Sea Limited的投資者不要輕易把股票賣掉。這還不是SEA Ltd","listText":"大家應該對Shopee和Lazada這兩個品牌不陌生吧。Lazada在2012年被阿里巴巴收購然後發展東南亞電子商務的平臺。在Shopee還沒推出前,曾經稱霸東南亞電子商務。Shopee是Sea Limited子公司,成立於2015年。在東南亞市場鬥個你死我活,那到底誰正在領先呢?以下一些圖我們看看到底在東南亞每個國家哪個品牌領先者。馬來西亞因爲Lazada先在馬來西亞開始業務,我們可以看到Lazada是領先的(紅色線),但Shopee不斷高速成長,去到2018年已經和Lazada不相上下了然後2019年超越Lazada。之後就把距離拉遠。本人原本也是用Lazada平臺購物,但Lazada客服真的很糟糕,一直偏幫賣方。幾次投訴沒獲得好的答覆,最後轉向了Shopee平臺。Shopee最出名的就是免費運輸費,現在反而Lazada在抄Shopee所做的東西。新加波一路以來,我以爲Shopee是新加波公司,應該市場一早就拿下了吧。Shopee時在去年疫情開始後才超越Lazada的。印尼印尼市場要加入一家本地的電商 - Tokopedia (黃色線)。不過和馬來西亞和新加波一樣也是被Shopee拿下了,而且是更早,2018年年頭就超越了。印尼是一個龐大的市場,人口高達2.7億,接近50%東南亞總人口。拿下印尼市場是非常重要的。東南亞人口但在另一個網站數據顯示,其實Tokopedia還是最多瀏覽的。Shopee緊追在後。菲力賓越南其他市場,其實都是Shopee領先着。在SEA Limited 最新季報裏,E-Commerce生意額跟去年相比增加了88%。看了以上資訊,也應該知道數目字不是假的。公司現在也在大力發展巴西市場,剛剛進入世界第二大人口市場 - 印度。以公司發展潛能,股價接下來幾年應該還可以翻幾倍。手上握有Sea Limited的投資者不要輕易把股票賣掉。這還不是SEA Ltd","text":"大家應該對Shopee和Lazada這兩個品牌不陌生吧。Lazada在2012年被阿里巴巴收購然後發展東南亞電子商務的平臺。在Shopee還沒推出前,曾經稱霸東南亞電子商務。Shopee是Sea 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\n \n 美股的核心標的,價值投資,無聞東西!SAAS,軟件及服務,這種公司的估值,一定要關注一個非常重要的指標,LTV>CAC,這什麼意思呢,就是一個客戶給你帶來的價值是否超過獲客成本,畢竟中小企業的壽命也就兩三年,成本都沒收回,客戶可能就死了。但是,今天我們要講一個SAAS公司,非常厲害,只給美國政府和營收超過5億美元以上的企業服務,他叫palantir,這公司厲害到什麼程度, 911事件中,炸了紐約雙子星的基地組織頭目,本拉登,就是他抓住的,我們先來看一段視頻。Pltr提供軟件幫助政府找到恐怖組織所在的區域,以及目標的人際關係,以及目標區域的軍事武裝力量,找到區域內所有的人員以及人物關係,並且找到飛機能夠精準降落以及打擊的目標區域,以及找到當地的武裝情況,從而進行更精準的打擊。這公司是一個大數據公司,03年成立,08年開發了一個產品gothem專門服務美國政府,涵蓋能源、法院、海關、財政等系統,每天掃描數十億數據點,並將海量的數據進行加工,找到其中各種聯繫和背後的邏輯,再去解決對應問題,比如找到恐怖組織,找到財務造假的上市公司,預測能源的走勢,甚至幫助美國政府實時監測目標區域情況,用可視化的方式幫助軍隊定點打擊。不得不說,在這個層面上,它絕對是美國霸權主義的幫兇。但這樣一個公司,不僅僅服務政府,也將他的技術實力降爲打擊,服務衆多的實體企業,公司構建了一個foundry的平臺,任何人都可以獲取、連接並將數據轉換成他們想要的任何形式。比如,服裝公司可以通過預測今年三季度氣候,結合今年的流行款,設計能迎合自己目標客戶喜好的款式;物流公司可以依據數據具象化的港口、船隻、集裝箱和客戶數據,安排出船。公司現在能夠向醫藥健康、飛機制造、廣告、質檢等17大行業公司提供半定製化服務。同時,公司提供一個pltr apollo的開放平臺,能夠零代碼或者低代碼提供SaaS服務,讓客戶或者工程師用\n \n","listText":"美股的核心標的,價值投資,無聞東西!SAAS,軟件及服務,這種公司的估值,一定要關注一個非常重要的指標,LTV>CAC,這什麼意思呢,就是一個客戶給你帶來的價值是否超過獲客成本,畢竟中小企業的壽命也就兩三年,成本都沒收回,客戶可能就死了。但是,今天我們要講一個SAAS公司,非常厲害,只給美國政府和營收超過5億美元以上的企業服務,他叫palantir,這公司厲害到什麼程度, 911事件中,炸了紐約雙子星的基地組織頭目,本拉登,就是他抓住的,我們先來看一段視頻。Pltr提供軟件幫助政府找到恐怖組織所在的區域,以及目標的人際關係,以及目標區域的軍事武裝力量,找到區域內所有的人員以及人物關係,並且找到飛機能夠精準降落以及打擊的目標區域,以及找到當地的武裝情況,從而進行更精準的打擊。這公司是一個大數據公司,03年成立,08年開發了一個產品gothem專門服務美國政府,涵蓋能源、法院、海關、財政等系統,每天掃描數十億數據點,並將海量的數據進行加工,找到其中各種聯繫和背後的邏輯,再去解決對應問題,比如找到恐怖組織,找到財務造假的上市公司,預測能源的走勢,甚至幫助美國政府實時監測目標區域情況,用可視化的方式幫助軍隊定點打擊。不得不說,在這個層面上,它絕對是美國霸權主義的幫兇。但這樣一個公司,不僅僅服務政府,也將他的技術實力降爲打擊,服務衆多的實體企業,公司構建了一個foundry的平臺,任何人都可以獲取、連接並將數據轉換成他們想要的任何形式。比如,服裝公司可以通過預測今年三季度氣候,結合今年的流行款,設計能迎合自己目標客戶喜好的款式;物流公司可以依據數據具象化的港口、船隻、集裝箱和客戶數據,安排出船。公司現在能夠向醫藥健康、飛機制造、廣告、質檢等17大行業公司提供半定製化服務。同時,公司提供一個pltr 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你注意到了麼?","htmlText":"還有2個交易日,8月份的月線即將收盤。我們持續關注的黃金價格經受住了全球央行會議的考驗,即將在月線級別上收出長長的下影線。從過往歷史來看,這種形態通常都暗示調整結束和新一輪漲勢的啓動點。 儘管在傳統的K線理論中,吊頸線被視爲見頂/頭部信號。但是脫離品種特性以及價格+週期環境的裸K顯然也存在問題。 從價格來看,黃金目前距離一年前的2089高位有着足夠的回調空間;從時間角度來看,四個季度的修正也讓時間換空間變得更加簡單。更爲重要的是,月線級別上,這種長下影線的情況在黃金行情中,大多是見底回升的信號。 分開兩段來看,2016年進入到牛市行情中之後,黃金月線不太常見如此顯著的影線形態(紅色箭頭),之前僅有的一次出現在新冠疫情的時候。當時1700附近的巨震在幾周內完成,留下了明顯的上下影線,隨後市場快速拉昇,刷新歷史高位。 相對小級別的影線(藍色箭頭)出現過幾次,基本契合了行情的階段性底部。當然也有回調中繼的狀況,但下影線可以視爲潛在的底部形態特徵之一。 2011-2016年的熊市行情中,月線級別上沒有出現過明顯的下影線行情,因此沒有太多的討論價值。先一輪的08年金融危機行情中,黃金則出現過三次類似的情況,其中兩次當月見底並在隨後刷新高位,一次則是先回調新低之後再啓動的行情。同樣可以基本認爲有足夠的信號價值。 更爲重要的是,本月的低位接近於3月份的回調低位,潛在的雙底形態價值更爲明顯。再考慮到8月快速下探1700之後的急速反轉,我們有理由相信,市場已經完成了最後一次的誘空行情,並將重新進入到多頭的正軌之中。 白銀方面,雖然近期同步保持反彈,但整體表現還是落後於黃金,我們需要見到周線級別回到24.50/80之後纔會明確金銀兩端都進入到了上行節奏中。需要強調的是,在牛市重啓之後,白銀的空間和漲速會優於黃金。如果目前黃金和白銀都是空倉的投資者,還是可以考慮適當低吸一些。 回到交易規劃上,之","listText":"還有2個交易日,8月份的月線即將收盤。我們持續關注的黃金價格經受住了全球央行會議的考驗,即將在月線級別上收出長長的下影線。從過往歷史來看,這種形態通常都暗示調整結束和新一輪漲勢的啓動點。 儘管在傳統的K線理論中,吊頸線被視爲見頂/頭部信號。但是脫離品種特性以及價格+週期環境的裸K顯然也存在問題。 從價格來看,黃金目前距離一年前的2089高位有着足夠的回調空間;從時間角度來看,四個季度的修正也讓時間換空間變得更加簡單。更爲重要的是,月線級別上,這種長下影線的情況在黃金行情中,大多是見底回升的信號。 分開兩段來看,2016年進入到牛市行情中之後,黃金月線不太常見如此顯著的影線形態(紅色箭頭),之前僅有的一次出現在新冠疫情的時候。當時1700附近的巨震在幾周內完成,留下了明顯的上下影線,隨後市場快速拉昇,刷新歷史高位。 相對小級別的影線(藍色箭頭)出現過幾次,基本契合了行情的階段性底部。當然也有回調中繼的狀況,但下影線可以視爲潛在的底部形態特徵之一。 2011-2016年的熊市行情中,月線級別上沒有出現過明顯的下影線行情,因此沒有太多的討論價值。先一輪的08年金融危機行情中,黃金則出現過三次類似的情況,其中兩次當月見底並在隨後刷新高位,一次則是先回調新低之後再啓動的行情。同樣可以基本認爲有足夠的信號價值。 更爲重要的是,本月的低位接近於3月份的回調低位,潛在的雙底形態價值更爲明顯。再考慮到8月快速下探1700之後的急速反轉,我們有理由相信,市場已經完成了最後一次的誘空行情,並將重新進入到多頭的正軌之中。 白銀方面,雖然近期同步保持反彈,但整體表現還是落後於黃金,我們需要見到周線級別回到24.50/80之後纔會明確金銀兩端都進入到了上行節奏中。需要強調的是,在牛市重啓之後,白銀的空間和漲速會優於黃金。如果目前黃金和白銀都是空倉的投資者,還是可以考慮適當低吸一些。 回到交易規劃上,之","text":"還有2個交易日,8月份的月線即將收盤。我們持續關注的黃金價格經受住了全球央行會議的考驗,即將在月線級別上收出長長的下影線。從過往歷史來看,這種形態通常都暗示調整結束和新一輪漲勢的啓動點。 儘管在傳統的K線理論中,吊頸線被視爲見頂/頭部信號。但是脫離品種特性以及價格+週期環境的裸K顯然也存在問題。 從價格來看,黃金目前距離一年前的2089高位有着足夠的回調空間;從時間角度來看,四個季度的修正也讓時間換空間變得更加簡單。更爲重要的是,月線級別上,這種長下影線的情況在黃金行情中,大多是見底回升的信號。 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兩市上漲1984家,下跌2039家,仍然還是買對的覺得是牛市,買錯的認爲是熊市,結構性行情特徵明顯。由於這倆天是許多上市公司中報的最後截至時間,所以成交量的上升有可能是在中報公佈之後,市場的投資者與機構調倉換股所致。 從三大股指的觀察角度看,上證指數如果繼續保持當下的強勢震盪,那麼留意9月2日-3日潛在的技術高點。與此同時,比較有意思的是,深成指和創業板如果維持目前的弱勢震盪,則同一時間需要留意潛在的技術低點,即板塊分化有可能在許導說的這個時間節點完成高低切換。 當然,如果從確定性的角度來說,許導可以在強調一遍,當下重點做依然還是週期,即鋼鐵,煤炭和有色,如果還要再一個可以是化工,但是最好別碰水泥。 以鋼鐵爲案例,鋼鐵行業是除了能源以外,國內碳排放量最大的工業行業,佔據全國碳排放總量的14%左右。因此,從整個碳中和政策的推進來看,全社會想要碳達峯、碳中和,鋼鐵行業必然首當其衝。 由於中國的基礎設施和房地產行業分別佔鋼鐵需求的20-25%和25-30%,加上製造業的需求,使中國幾乎購買了佔全球70%的海運鐵礦石。所以,名義上我們的製造業需求讓中國充當了世界工廠,但是實際上大部分的利潤都被上游原材料鐵礦石的漲價侵蝕,鋼鐵行業長期利潤微薄。 那麼,如何改變這種現狀呢? 兔子開出的藥方是,內部加速進行鋼鐵企業併購重組,如近期的“鞍本”,這是繼\"寶武\"之後,又一個鋼鐵巨無霸的誕生。對內提升礦山資源的利用率,對外強化鐵礦進口的議價能力。外部則通過稅費政策進行產能調節,如自2021年8月1日起,適當提高鉻鐵、高純生鐵的出口關稅;同日,財政部和國家稅務總局發佈關於取消鋼鐵產品出口退稅的公告。 大家應該還記得許導上半年說到的兔子打袋鼠吧?","listText":"繼昨天1.58萬億的成交量之後,今日兩市成交1.48萬億,三大主線行情進入調整模式,週期性板塊鋼鐵,煤炭和有色則輪番表演,令整個市場的海焰行情進一步持續。 兩市上漲1984家,下跌2039家,仍然還是買對的覺得是牛市,買錯的認爲是熊市,結構性行情特徵明顯。由於這倆天是許多上市公司中報的最後截至時間,所以成交量的上升有可能是在中報公佈之後,市場的投資者與機構調倉換股所致。 從三大股指的觀察角度看,上證指數如果繼續保持當下的強勢震盪,那麼留意9月2日-3日潛在的技術高點。與此同時,比較有意思的是,深成指和創業板如果維持目前的弱勢震盪,則同一時間需要留意潛在的技術低點,即板塊分化有可能在許導說的這個時間節點完成高低切換。 當然,如果從確定性的角度來說,許導可以在強調一遍,當下重點做依然還是週期,即鋼鐵,煤炭和有色,如果還要再一個可以是化工,但是最好別碰水泥。 以鋼鐵爲案例,鋼鐵行業是除了能源以外,國內碳排放量最大的工業行業,佔據全國碳排放總量的14%左右。因此,從整個碳中和政策的推進來看,全社會想要碳達峯、碳中和,鋼鐵行業必然首當其衝。 由於中國的基礎設施和房地產行業分別佔鋼鐵需求的20-25%和25-30%,加上製造業的需求,使中國幾乎購買了佔全球70%的海運鐵礦石。所以,名義上我們的製造業需求讓中國充當了世界工廠,但是實際上大部分的利潤都被上游原材料鐵礦石的漲價侵蝕,鋼鐵行業長期利潤微薄。 那麼,如何改變這種現狀呢? 兔子開出的藥方是,內部加速進行鋼鐵企業併購重組,如近期的“鞍本”,這是繼\"寶武\"之後,又一個鋼鐵巨無霸的誕生。對內提升礦山資源的利用率,對外強化鐵礦進口的議價能力。外部則通過稅費政策進行產能調節,如自2021年8月1日起,適當提高鉻鐵、高純生鐵的出口關稅;同日,財政部和國家稅務總局發佈關於取消鋼鐵產品出口退稅的公告。 大家應該還記得許導上半年說到的兔子打袋鼠吧?","text":"繼昨天1.58萬億的成交量之後,今日兩市成交1.48萬億,三大主線行情進入調整模式,週期性板塊鋼鐵,煤炭和有色則輪番表演,令整個市場的海焰行情進一步持續。 兩市上漲1984家,下跌2039家,仍然還是買對的覺得是牛市,買錯的認爲是熊市,結構性行情特徵明顯。由於這倆天是許多上市公司中報的最後截至時間,所以成交量的上升有可能是在中報公佈之後,市場的投資者與機構調倉換股所致。 從三大股指的觀察角度看,上證指數如果繼續保持當下的強勢震盪,那麼留意9月2日-3日潛在的技術高點。與此同時,比較有意思的是,深成指和創業板如果維持目前的弱勢震盪,則同一時間需要留意潛在的技術低點,即板塊分化有可能在許導說的這個時間節點完成高低切換。 當然,如果從確定性的角度來說,許導可以在強調一遍,當下重點做依然還是週期,即鋼鐵,煤炭和有色,如果還要再一個可以是化工,但是最好別碰水泥。 以鋼鐵爲案例,鋼鐵行業是除了能源以外,國內碳排放量最大的工業行業,佔據全國碳排放總量的14%左右。因此,從整個碳中和政策的推進來看,全社會想要碳達峯、碳中和,鋼鐵行業必然首當其衝。 由於中國的基礎設施和房地產行業分別佔鋼鐵需求的20-25%和25-30%,加上製造業的需求,使中國幾乎購買了佔全球70%的海運鐵礦石。所以,名義上我們的製造業需求讓中國充當了世界工廠,但是實際上大部分的利潤都被上游原材料鐵礦石的漲價侵蝕,鋼鐵行業長期利潤微薄。 那麼,如何改變這種現狀呢? 兔子開出的藥方是,內部加速進行鋼鐵企業併購重組,如近期的“鞍本”,這是繼\"寶武\"之後,又一個鋼鐵巨無霸的誕生。對內提升礦山資源的利用率,對外強化鐵礦進口的議價能力。外部則通過稅費政策進行產能調節,如自2021年8月1日起,適當提高鉻鐵、高純生鐵的出口關稅;同日,財政部和國家稅務總局發佈關於取消鋼鐵產品出口退稅的公告。 大家應該還記得許導上半年說到的兔子打袋鼠吧?","images":[{"img":"https://static.tigerbbs.com/c1fef4e30a94b3c5db79e6ab832367d9","width":"688","height":"440"},{"img":"https://static.tigerbbs.com/6306a72bfd0c2792aab7ac67bf933f91","width":"688","height":"208"},{"img":"https://static.tigerbbs.com/eba76923ff7d1ec3964e97810c03981e","width":"688","height":"436"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818258870","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":370364463702264,"gmtCreate":1731448132417,"gmtModify":1731448385223,"author":{"id":"3575728866805528","authorId":"3575728866805528","name":"JAJA幕幕","avatar":"https://static.tigerbbs.com/ff65a5fb05643bee9396a57f47298bbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575728866805528","authorIdStr":"3575728866805528"},"themes":[],"htmlText":"<a 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