+Follow
zhihuaya
No personal profile
919
Follow
31
Followers
0
Topic
0
Badge
Posts
Hot
zhihuaya
2022-09-01
$标普500(.SPX)$
zhihuaya
2023-12-28
Come on! Enough milk
zhihuaya
2023-01-12
😚🙂😊
zhihuaya
2022-12-13
$道琼斯(.DJI)$
zhihuaya
2022-12-11
$道琼斯(.DJI)$
zhihuaya
2022-11-21
$道琼斯(.DJI)$
zhihuaya
2022-11-16
$道琼斯(.DJI)$
zhihuaya
2022-09-11
$纳斯达克(.IXIC)$
zhihuaya
2022-09-10
$道琼斯(.DJI)$
zhihuaya
2022-08-26
$标普500(.SPX)$
zhihuaya
2023-12-24
😗😀😀😀😚😎😎🤔
zhihuaya
2023-01-15
[鬼脸] [愤怒]
zhihuaya
2023-01-09
👍❤️
zhihuaya
2023-01-04
😗😘
zhihuaya
2022-12-02
$道琼斯(.DJI)$
zhihuaya
2022-11-10
$道琼斯(.DJI)$
zhihuaya
2022-10-27
$道琼斯(.DJI)$
zhihuaya
2022-10-24
$道琼斯(.DJI)$
zhihuaya
2022-09-30
$纳斯达克(.IXIC)$
zhihuaya
2022-09-15
$纳斯达克(.IXIC)$
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3586641941814353","uuid":"3586641941814353","gmtCreate":1623583966073,"gmtModify":1640064162214,"name":"zhihuaya","pinyin":"zhihuaya","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","hatId":"ca_profile_frame_5b7Fd6","hatName":"","vip":1,"status":2,"fanSize":31,"headSize":919,"tweetSize":624,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.07%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.20","exceedPercentage":"93.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":326255907426528,"gmtCreate":1720653923894,"gmtModify":1720653928302,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABX\">$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ </a> [开心] ","listText":"<a href=\"https://laohu8.com/S/BABX\">$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ </a> [开心] ","text":"$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ [开心]","images":[{"img":"https://static.tigerbbs.com/4e739b6e15d0f5293d2f082aa9434639","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326255907426528","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":256775198380264,"gmtCreate":1703722755978,"gmtModify":1703722757392,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"Come on! Enough milk","listText":"Come on! Enough milk","text":"Come on! Enough milk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256775198380264","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255819118006480,"gmtCreate":1703466818384,"gmtModify":1703466819842,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😚😚😎😚😀😗😊😊","listText":"😚😚😎😚😀😗😊😊","text":"😚😚😎😚😀😗😊😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255819118006480","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255618372452368,"gmtCreate":1703420319577,"gmtModify":1703420321161,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😗😀😀😀😚😎😎🤔","listText":"😗😀😀😀😚😎😎🤔","text":"😗😀😀😀😚😎😎🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255618372452368","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653126258,"gmtCreate":1680659489976,"gmtModify":1680659489976,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653126258","repostId":"653126955","repostType":1,"repost":{"id":653126955,"gmtCreate":1680658307479,"gmtModify":1680658307479,"author":{"id":"3492642718489623","authorId":"3492642718489623","name":"IPO早知道","avatar":"https://static.tigerbbs.com/5b17d5c0659f3f8d9917746df3c6024d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492642718489623","authorIdStr":"3492642718489623"},"themes":[],"title":"鎵仁半導體獲藍馳創投領投數千萬元天使輪融資,專注氧化鎵領域","htmlText":"圖片有望破解氧化鎵材料的“卡脖子”難題。本文爲IPO早知道原創作者|Stone Jin有望破解氧化鎵材料的“卡脖子”難題。 據IPO早知道消息,鎵仁半導體日前完成數千萬天使輪融資。本輪由藍馳創投領投,禹泉資本跟投。本輪融資將用於強化團隊、加速氧化鎵襯底材料新方法及中試線研發。 成立於2022年9月的鎵仁半導體是一家專注於氧化鎵等超寬禁帶半導體單晶襯底及外延材料研發、生產和銷售的科技型企業,其開創了非導模法氧化鎵單晶生長新技術,突破了國際市場對氧化鎵材料的壟斷,可提供具有完全自主知識產權的氧化鎵單晶襯底材料。 鎵仁半導體創始團隊源自浙江大學硅材料國家重點實驗室和浙江大學杭州國際科創中心。目前,鎵仁半導體已形成一支以中科院院士爲首席顧問的研發和生產團隊,將持續爲我國電力電子等產業的發展提供材料保障。 隨着2018年特斯拉採用碳化硅(SiC)、2020年小米在快充上使用氮化鎵開始,寬禁帶材料碳化硅、氮化鎵獲得市場認可迎來發展機遇,並逐漸從新能源車、消費電子等熱門場景向更多拓展場景探索。在寬禁帶半導體發展得如火如荼之際,氧化鎵、氮化鋁、金剛石等超寬禁帶半導體材料也開始受到關注。其中,氧化鎵( Ga2O3 )是被國際普遍關注並認可已開啓產業化的超寬禁帶半導體材料。據日本富士經濟預測,未來10年氧化鎵及器件的年複合增長率將超過50%,在高功率、高電流、高壓器件領域擁有巨大優勢,同時在中壓功率器件及射頻器件方面將對目前SiC,GaN和Si IGBT產生有力競爭,其在節能、性能改善、體積縮小等方面擁有核心優勢。 高質量、低成本的氧化鎵單晶襯底是整個產業鏈的關鍵,目前全球只有一家公司可穩定供貨。其採用的是導模法生產和製備氧化鎵襯底。然而由於導模法需要大量的銥金屬,氧化鎵晶圓價格高居不下;同時導模法存在大的溫度梯度,使得氧化鎵的質量難以進一步","listText":"圖片有望破解氧化鎵材料的“卡脖子”難題。本文爲IPO早知道原創作者|Stone Jin有望破解氧化鎵材料的“卡脖子”難題。 據IPO早知道消息,鎵仁半導體日前完成數千萬天使輪融資。本輪由藍馳創投領投,禹泉資本跟投。本輪融資將用於強化團隊、加速氧化鎵襯底材料新方法及中試線研發。 成立於2022年9月的鎵仁半導體是一家專注於氧化鎵等超寬禁帶半導體單晶襯底及外延材料研發、生產和銷售的科技型企業,其開創了非導模法氧化鎵單晶生長新技術,突破了國際市場對氧化鎵材料的壟斷,可提供具有完全自主知識產權的氧化鎵單晶襯底材料。 鎵仁半導體創始團隊源自浙江大學硅材料國家重點實驗室和浙江大學杭州國際科創中心。目前,鎵仁半導體已形成一支以中科院院士爲首席顧問的研發和生產團隊,將持續爲我國電力電子等產業的發展提供材料保障。 隨着2018年特斯拉採用碳化硅(SiC)、2020年小米在快充上使用氮化鎵開始,寬禁帶材料碳化硅、氮化鎵獲得市場認可迎來發展機遇,並逐漸從新能源車、消費電子等熱門場景向更多拓展場景探索。在寬禁帶半導體發展得如火如荼之際,氧化鎵、氮化鋁、金剛石等超寬禁帶半導體材料也開始受到關注。其中,氧化鎵( Ga2O3 )是被國際普遍關注並認可已開啓產業化的超寬禁帶半導體材料。據日本富士經濟預測,未來10年氧化鎵及器件的年複合增長率將超過50%,在高功率、高電流、高壓器件領域擁有巨大優勢,同時在中壓功率器件及射頻器件方面將對目前SiC,GaN和Si IGBT產生有力競爭,其在節能、性能改善、體積縮小等方面擁有核心優勢。 高質量、低成本的氧化鎵單晶襯底是整個產業鏈的關鍵,目前全球只有一家公司可穩定供貨。其採用的是導模法生產和製備氧化鎵襯底。然而由於導模法需要大量的銥金屬,氧化鎵晶圓價格高居不下;同時導模法存在大的溫度梯度,使得氧化鎵的質量難以進一步","text":"圖片有望破解氧化鎵材料的“卡脖子”難題。本文爲IPO早知道原創作者|Stone Jin有望破解氧化鎵材料的“卡脖子”難題。 據IPO早知道消息,鎵仁半導體日前完成數千萬天使輪融資。本輪由藍馳創投領投,禹泉資本跟投。本輪融資將用於強化團隊、加速氧化鎵襯底材料新方法及中試線研發。 成立於2022年9月的鎵仁半導體是一家專注於氧化鎵等超寬禁帶半導體單晶襯底及外延材料研發、生產和銷售的科技型企業,其開創了非導模法氧化鎵單晶生長新技術,突破了國際市場對氧化鎵材料的壟斷,可提供具有完全自主知識產權的氧化鎵單晶襯底材料。 鎵仁半導體創始團隊源自浙江大學硅材料國家重點實驗室和浙江大學杭州國際科創中心。目前,鎵仁半導體已形成一支以中科院院士爲首席顧問的研發和生產團隊,將持續爲我國電力電子等產業的發展提供材料保障。 隨着2018年特斯拉採用碳化硅(SiC)、2020年小米在快充上使用氮化鎵開始,寬禁帶材料碳化硅、氮化鎵獲得市場認可迎來發展機遇,並逐漸從新能源車、消費電子等熱門場景向更多拓展場景探索。在寬禁帶半導體發展得如火如荼之際,氧化鎵、氮化鋁、金剛石等超寬禁帶半導體材料也開始受到關注。其中,氧化鎵( Ga2O3 )是被國際普遍關注並認可已開啓產業化的超寬禁帶半導體材料。據日本富士經濟預測,未來10年氧化鎵及器件的年複合增長率將超過50%,在高功率、高電流、高壓器件領域擁有巨大優勢,同時在中壓功率器件及射頻器件方面將對目前SiC,GaN和Si IGBT產生有力競爭,其在節能、性能改善、體積縮小等方面擁有核心優勢。 高質量、低成本的氧化鎵單晶襯底是整個產業鏈的關鍵,目前全球只有一家公司可穩定供貨。其採用的是導模法生產和製備氧化鎵襯底。然而由於導模法需要大量的銥金屬,氧化鎵晶圓價格高居不下;同時導模法存在大的溫度梯度,使得氧化鎵的質量難以進一步","images":[{"img":"https://static.tigerbbs.com/d1b58e44a13a56f20adb5b3d80d247f7","width":"900","height":"506"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653126955","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653029883,"gmtCreate":1680352965844,"gmtModify":1680352965844,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653029883","repostId":"653082002","repostType":1,"repost":{"id":653082002,"gmtCreate":1680331003108,"gmtModify":1680334530885,"author":{"id":"3478578482923054","authorId":"3478578482923054","name":"大佛聊互联网金融","avatar":"https://static.laohu8.com/cb87d456a1e040e4ca28bd3af66a0713","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478578482923054","authorIdStr":"3478578482923054"},"themes":[],"title":"繼續定更!","htmlText":"\n \n \n 本次是個人連續第88個月定期更新個人投資實盤。一、主要操作 3月份,非標和標債個人都有新進。 個人目前持倉如下圖: 目前標債持倉比例繼續上升,達到了 53.2%;非標比例 46.8%。二、持倉標債的淨值概況 個人持有標債的動態收益率情況如下圖: 累計買的17只不同標債資管,目前已有三隻到期退出,最終的結果都還是在業績基準線上下浮動,都是比較正常的。 從實際的運作情況看,標債要虧錢傷本金的機率還是很低的。 但它有小概率達不到預計業績基準的可能,長期看,達不到業績基準的風險必須要投資人自己承擔,隨着經濟形勢的轉暖,我們內部預計未來城投債券的整體收益率還是會進一步降低,達不到業績基準的機率,也有可能會增加。 超過業績基準的概率目前至少能與低於業績基準的時候持平,整體下來是在業績基準線上下浮動。 非標有晚付的風險,且晚付的風險暫時看,今年有增加的趨勢,對於暫時實在還不上錢的平臺,只能是靠時間去換空間,暫時也看不到要出終極風險的苗頭,哪怕是非標城投,要傷本金的機率也還是很低的。 以上就是我們瞭解到的標債和非標風險的異同點。 無論是非標,還是標債,個人都不排斥。標債裏面的公募資管、期貨資管、還有跑去買單一城投債券的私募基金或者信託,還有FOF類的去買城投債券類的基金,個人也都不排斥。只要底層資產是圍繞城投債轉的,就都還好。 在非標轉標的路上,考慮到我們目前的實力和認知能力,從非標轉到30萬起投的標債資管上,算是向前邁了一小步;要是跑到直接去走一百萬起投的私募基金或者信託去買單一\n \n","listText":" 本次是個人連續第88個月定期更新個人投資實盤。一、主要操作 3月份,非標和標債個人都有新進。 個人目前持倉如下圖: 目前標債持倉比例繼續上升,達到了 53.2%;非標比例 46.8%。二、持倉標債的淨值概況 個人持有標債的動態收益率情況如下圖: 累計買的17只不同標債資管,目前已有三隻到期退出,最終的結果都還是在業績基準線上下浮動,都是比較正常的。 從實際的運作情況看,標債要虧錢傷本金的機率還是很低的。 但它有小概率達不到預計業績基準的可能,長期看,達不到業績基準的風險必須要投資人自己承擔,隨着經濟形勢的轉暖,我們內部預計未來城投債券的整體收益率還是會進一步降低,達不到業績基準的機率,也有可能會增加。 超過業績基準的概率目前至少能與低於業績基準的時候持平,整體下來是在業績基準線上下浮動。 非標有晚付的風險,且晚付的風險暫時看,今年有增加的趨勢,對於暫時實在還不上錢的平臺,只能是靠時間去換空間,暫時也看不到要出終極風險的苗頭,哪怕是非標城投,要傷本金的機率也還是很低的。 以上就是我們瞭解到的標債和非標風險的異同點。 無論是非標,還是標債,個人都不排斥。標債裏面的公募資管、期貨資管、還有跑去買單一城投債券的私募基金或者信託,還有FOF類的去買城投債券類的基金,個人也都不排斥。只要底層資產是圍繞城投債轉的,就都還好。 在非標轉標的路上,考慮到我們目前的實力和認知能力,從非標轉到30萬起投的標債資管上,算是向前邁了一小步;要是跑到直接去走一百萬起投的私募基金或者信託去買單一","text":"本次是個人連續第88個月定期更新個人投資實盤。一、主要操作 3月份,非標和標債個人都有新進。 個人目前持倉如下圖: 目前標債持倉比例繼續上升,達到了 53.2%;非標比例 46.8%。二、持倉標債的淨值概況 個人持有標債的動態收益率情況如下圖: 累計買的17只不同標債資管,目前已有三隻到期退出,最終的結果都還是在業績基準線上下浮動,都是比較正常的。 從實際的運作情況看,標債要虧錢傷本金的機率還是很低的。 但它有小概率達不到預計業績基準的可能,長期看,達不到業績基準的風險必須要投資人自己承擔,隨着經濟形勢的轉暖,我們內部預計未來城投債券的整體收益率還是會進一步降低,達不到業績基準的機率,也有可能會增加。 超過業績基準的概率目前至少能與低於業績基準的時候持平,整體下來是在業績基準線上下浮動。 非標有晚付的風險,且晚付的風險暫時看,今年有增加的趨勢,對於暫時實在還不上錢的平臺,只能是靠時間去換空間,暫時也看不到要出終極風險的苗頭,哪怕是非標城投,要傷本金的機率也還是很低的。 以上就是我們瞭解到的標債和非標風險的異同點。 無論是非標,還是標債,個人都不排斥。標債裏面的公募資管、期貨資管、還有跑去買單一城投債券的私募基金或者信託,還有FOF類的去買城投債券類的基金,個人也都不排斥。只要底層資產是圍繞城投債轉的,就都還好。 在非標轉標的路上,考慮到我們目前的實力和認知能力,從非標轉到30萬起投的標債資管上,算是向前邁了一小步;要是跑到直接去走一百萬起投的私募基金或者信託去買單一","images":[{"img":"https://static.tigerbbs.com/f7f581f6f682f9247edf3b381935eb91","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653082002","isVote":1,"tweetType":2,"object":{"id":"8dc43993cc544ba8b011353d969e01c5","tweetId":"653082002","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/f3a9edc0243791580694328479/v.f30.mp4","poster":"https://static.tigerbbs.com/f7f581f6f682f9247edf3b381935eb91"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659795989,"gmtCreate":1680236507242,"gmtModify":1680236507242,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😘","listText":"😘","text":"😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659795989","repostId":"659792833","repostType":1,"repost":{"id":659792833,"gmtCreate":1680236158424,"gmtModify":1680236158424,"author":{"id":"4134040138531450","authorId":"4134040138531450","name":"62092288","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134040138531450","authorIdStr":"4134040138531450"},"themes":[],"title":"人爲操縱對股價的影響","htmlText":" 一般說,在正常的股票市場上,能操縱股價的往往不是個人,而是一個大集團,如某些金融巨頭運用手頭的財勢,在市場上興風作浪,推波助瀾,促使某些股票在市場上時而狂漲,時而暴跌,從而使他們在股價的劇烈波動中大發橫財,而使一些中、小股東在這場惡戰中傾家蕩產。 在股票市場中,操縱股價的方法是多種多樣的,其中最常見最普遍的方法,就是一些金融集團利用股市在疲軟之時,低價大量買進,然後設法哄擡價格,以便低進高出。一般在哄擡股價的過程中,仍在不斷買進,並散發各種似是而非的謠言,以引誘散戶跟進,從而使股市形成一種“利多”氣氛效應,待股價達到相當高位時,再不聲不響地將低價購進的股票出,這樣大進大出就賺取了鉅額暴利。相反的,某機構也可以在股價高峯,不斷賣出,並設法壓底行情,造成一種股價下跌的氣氛,等股價低到某一價位時,再把高價賣出的股票全部買回,以達到高出低進的目的,這一出一進就可使操縱者獲取暴利。 這種方法,主要是通過哄擡股價或壓低股價來達到目的。但不論哄擡或壓低行情,都必須造成有利於誘惑散戶盲目跟進的市場環境才行,其最終獲利的是操縱者,而吃虧的是盲目跟進的中、小股東。所以,每個投資者要善於觀風向,提高識別多頭、空頭陷阱的能力,在股市交易場所中保持清醒頭腦和警惕性。 投資者對待人爲操縱的最好方法是不要盲目跟進,認真地研判股市大勢,做到任憑風浪起,穩坐釣魚船。","listText":" 一般說,在正常的股票市場上,能操縱股價的往往不是個人,而是一個大集團,如某些金融巨頭運用手頭的財勢,在市場上興風作浪,推波助瀾,促使某些股票在市場上時而狂漲,時而暴跌,從而使他們在股價的劇烈波動中大發橫財,而使一些中、小股東在這場惡戰中傾家蕩產。 在股票市場中,操縱股價的方法是多種多樣的,其中最常見最普遍的方法,就是一些金融集團利用股市在疲軟之時,低價大量買進,然後設法哄擡價格,以便低進高出。一般在哄擡股價的過程中,仍在不斷買進,並散發各種似是而非的謠言,以引誘散戶跟進,從而使股市形成一種“利多”氣氛效應,待股價達到相當高位時,再不聲不響地將低價購進的股票出,這樣大進大出就賺取了鉅額暴利。相反的,某機構也可以在股價高峯,不斷賣出,並設法壓底行情,造成一種股價下跌的氣氛,等股價低到某一價位時,再把高價賣出的股票全部買回,以達到高出低進的目的,這一出一進就可使操縱者獲取暴利。 這種方法,主要是通過哄擡股價或壓低股價來達到目的。但不論哄擡或壓低行情,都必須造成有利於誘惑散戶盲目跟進的市場環境才行,其最終獲利的是操縱者,而吃虧的是盲目跟進的中、小股東。所以,每個投資者要善於觀風向,提高識別多頭、空頭陷阱的能力,在股市交易場所中保持清醒頭腦和警惕性。 投資者對待人爲操縱的最好方法是不要盲目跟進,認真地研判股市大勢,做到任憑風浪起,穩坐釣魚船。","text":"一般說,在正常的股票市場上,能操縱股價的往往不是個人,而是一個大集團,如某些金融巨頭運用手頭的財勢,在市場上興風作浪,推波助瀾,促使某些股票在市場上時而狂漲,時而暴跌,從而使他們在股價的劇烈波動中大發橫財,而使一些中、小股東在這場惡戰中傾家蕩產。 在股票市場中,操縱股價的方法是多種多樣的,其中最常見最普遍的方法,就是一些金融集團利用股市在疲軟之時,低價大量買進,然後設法哄擡價格,以便低進高出。一般在哄擡股價的過程中,仍在不斷買進,並散發各種似是而非的謠言,以引誘散戶跟進,從而使股市形成一種“利多”氣氛效應,待股價達到相當高位時,再不聲不響地將低價購進的股票出,這樣大進大出就賺取了鉅額暴利。相反的,某機構也可以在股價高峯,不斷賣出,並設法壓底行情,造成一種股價下跌的氣氛,等股價低到某一價位時,再把高價賣出的股票全部買回,以達到高出低進的目的,這一出一進就可使操縱者獲取暴利。 這種方法,主要是通過哄擡股價或壓低股價來達到目的。但不論哄擡或壓低行情,都必須造成有利於誘惑散戶盲目跟進的市場環境才行,其最終獲利的是操縱者,而吃虧的是盲目跟進的中、小股東。所以,每個投資者要善於觀風向,提高識別多頭、空頭陷阱的能力,在股市交易場所中保持清醒頭腦和警惕性。 投資者對待人爲操縱的最好方法是不要盲目跟進,認真地研判股市大勢,做到任憑風浪起,穩坐釣魚船。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659792833","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659435230,"gmtCreate":1680181170322,"gmtModify":1680181170322,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"[无语]","listText":"[无语]","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659435230","repostId":"659494578","repostType":1,"repost":{"id":659494578,"gmtCreate":1680175665000,"gmtModify":1680177551857,"author":{"id":"3578460021109326","authorId":"3578460021109326","name":"时代财经","avatar":"https://static.tigerbbs.com/91c2175656a070c51747405cb8325278","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578460021109326","authorIdStr":"3578460021109326"},"themes":[],"title":"銷量創近5年新高!皮卡受追捧,江鈴、長城加碼搶市場","htmlText":"本文來源:時代財經 作者:綜合 3月29日,江鈴皮卡全新品牌“江鈴大道”旗下新車大道乘用版和商乘版開啓盲訂。作爲江鈴皮卡布局中高端皮卡市場的重要車型,新車將於今年4月在上海車展正式開啓預售,預計起售價格不高於13萬元。 據悉,大道聚焦中國皮卡全場景,是江鈴皮卡在市場擴容、消費升級和需求多元化的背景下,爲滿足用戶全場景用車需求推出的。官方稱,大道的推出,將正式開創皮卡市場的全新品類——PUV。其中P代表Possibility(無限可能),U代表Unique(專屬),V代表Vehicle(生活者之車)。 圖片來源:江鈴皮卡 大道車型基於江鈴汽車全新技術架構平臺巡天架構打造。該架構應用了縱梁輥壓成型方鋼技術,並應用瓦特連桿技術以及可變阻尼和高度的氮氣減震器,打造全場景底盤。性能方面,巡天架構匹配了FEU2.3T汽油發動機和PUMA2.3T UPG Engine柴油發動機。 智能化方面,巡天架構以全新一代iDEA電子電氣架構爲基礎,爲消費者提供J-Pilot高階智能駕駛、J-Link智能網聯繫統、J-Space移動智慧座艙三大系統,同時佈局更高的L3/L4級自動駕駛技術。同時,巡天架構還可應用於多種軸距車長,多種車型品類,覆蓋多種能源動力。 作爲巡天架構下推出的首個產品系列,大道皮卡採用硬派美學設計理念,提供FEU2.3T汽油發動機和PUMA2.3T UPG Engine柴油發動機兩種動力選擇,搭配瓦特連桿與雙叉臂加多連桿懸架。 大道皮卡擁有220mm懸掛行程,並搭載氮氣減震器,可將車身再擡升2寸;還配備了7種不同模式的全地形管理系統、蠕行模式和三把鎖功能、540度透明底盤以及坦克掉頭模式等功能,能夠應對各種路況。 此外,大道皮卡預留了10個改裝接口與6個駕駛艙飛機鍵開關,滿足用戶“千人千面”的個性化需求。大道皮卡還配備了智能語音系統、12寸超大可旋轉高清顯示屏、車載","listText":"本文來源:時代財經 作者:綜合 3月29日,江鈴皮卡全新品牌“江鈴大道”旗下新車大道乘用版和商乘版開啓盲訂。作爲江鈴皮卡布局中高端皮卡市場的重要車型,新車將於今年4月在上海車展正式開啓預售,預計起售價格不高於13萬元。 據悉,大道聚焦中國皮卡全場景,是江鈴皮卡在市場擴容、消費升級和需求多元化的背景下,爲滿足用戶全場景用車需求推出的。官方稱,大道的推出,將正式開創皮卡市場的全新品類——PUV。其中P代表Possibility(無限可能),U代表Unique(專屬),V代表Vehicle(生活者之車)。 圖片來源:江鈴皮卡 大道車型基於江鈴汽車全新技術架構平臺巡天架構打造。該架構應用了縱梁輥壓成型方鋼技術,並應用瓦特連桿技術以及可變阻尼和高度的氮氣減震器,打造全場景底盤。性能方面,巡天架構匹配了FEU2.3T汽油發動機和PUMA2.3T UPG Engine柴油發動機。 智能化方面,巡天架構以全新一代iDEA電子電氣架構爲基礎,爲消費者提供J-Pilot高階智能駕駛、J-Link智能網聯繫統、J-Space移動智慧座艙三大系統,同時佈局更高的L3/L4級自動駕駛技術。同時,巡天架構還可應用於多種軸距車長,多種車型品類,覆蓋多種能源動力。 作爲巡天架構下推出的首個產品系列,大道皮卡採用硬派美學設計理念,提供FEU2.3T汽油發動機和PUMA2.3T UPG Engine柴油發動機兩種動力選擇,搭配瓦特連桿與雙叉臂加多連桿懸架。 大道皮卡擁有220mm懸掛行程,並搭載氮氣減震器,可將車身再擡升2寸;還配備了7種不同模式的全地形管理系統、蠕行模式和三把鎖功能、540度透明底盤以及坦克掉頭模式等功能,能夠應對各種路況。 此外,大道皮卡預留了10個改裝接口與6個駕駛艙飛機鍵開關,滿足用戶“千人千面”的個性化需求。大道皮卡還配備了智能語音系統、12寸超大可旋轉高清顯示屏、車載","text":"本文來源:時代財經 作者:綜合 3月29日,江鈴皮卡全新品牌“江鈴大道”旗下新車大道乘用版和商乘版開啓盲訂。作爲江鈴皮卡布局中高端皮卡市場的重要車型,新車將於今年4月在上海車展正式開啓預售,預計起售價格不高於13萬元。 據悉,大道聚焦中國皮卡全場景,是江鈴皮卡在市場擴容、消費升級和需求多元化的背景下,爲滿足用戶全場景用車需求推出的。官方稱,大道的推出,將正式開創皮卡市場的全新品類——PUV。其中P代表Possibility(無限可能),U代表Unique(專屬),V代表Vehicle(生活者之車)。 圖片來源:江鈴皮卡 大道車型基於江鈴汽車全新技術架構平臺巡天架構打造。該架構應用了縱梁輥壓成型方鋼技術,並應用瓦特連桿技術以及可變阻尼和高度的氮氣減震器,打造全場景底盤。性能方面,巡天架構匹配了FEU2.3T汽油發動機和PUMA2.3T UPG Engine柴油發動機。 智能化方面,巡天架構以全新一代iDEA電子電氣架構爲基礎,爲消費者提供J-Pilot高階智能駕駛、J-Link智能網聯繫統、J-Space移動智慧座艙三大系統,同時佈局更高的L3/L4級自動駕駛技術。同時,巡天架構還可應用於多種軸距車長,多種車型品類,覆蓋多種能源動力。 作爲巡天架構下推出的首個產品系列,大道皮卡採用硬派美學設計理念,提供FEU2.3T汽油發動機和PUMA2.3T UPG Engine柴油發動機兩種動力選擇,搭配瓦特連桿與雙叉臂加多連桿懸架。 大道皮卡擁有220mm懸掛行程,並搭載氮氣減震器,可將車身再擡升2寸;還配備了7種不同模式的全地形管理系統、蠕行模式和三把鎖功能、540度透明底盤以及坦克掉頭模式等功能,能夠應對各種路況。 此外,大道皮卡預留了10個改裝接口與6個駕駛艙飛機鍵開關,滿足用戶“千人千面”的個性化需求。大道皮卡還配備了智能語音系統、12寸超大可旋轉高清顯示屏、車載","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659494578","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659435665,"gmtCreate":1680181162459,"gmtModify":1680181162459,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659435665","repostId":"659431956","repostType":1,"repost":{"id":659431956,"gmtCreate":1680179361677,"gmtModify":1680179361677,"author":{"id":"3478551394449769","authorId":"3478551394449769","name":"神探财经","avatar":"https://static.tigerbbs.com/4bae153c2cd5229a5154103ded181980","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478551394449769","authorIdStr":"3478551394449769"},"themes":[],"title":"發生了什麼?諾安蔡經理業績領跑!半導體投資值得關注嗎?","htmlText":"隨着行情的波動,投資者對諾安基金蔡嵩鬆的稱呼從“蔡公子”變成“蔡狗”,如今又變成了尊敬的蔡經理。截止3月28日,今年以來諾安基金蔡嵩鬆管理的諾安積極的回報爲45.15%,位列主動權益類基金的業績第一名。神探發現,最近幾年的一季度排名都比較有意思,經常出現主動權益基金跑不贏指數產品,市場風格比較極端是重要原因,指數基金重倉股更加集中使得押對方向的指數產品短期業績更容易領跑,即使有的主動權益基金經理ALL IN一個方向,想要跑贏指數也非易事(回覆“基金排名”獲取排名)。先說說爲什麼遊戲會領漲,神探認爲,兩方面的原因吧,一方面國內政策邊際放鬆,遊戲版號重新發放,以及支持民營企業的政策不斷髮力,另一方面,ChatGPT引發的Ai熱,使得市場對Ai在遊戲領域應用充滿期待,AIGC方面的應用有望駛入快車道,而AIGC對遊戲製作和運營影響深遠。前者是貝塔機會,後者則只針對AIGC領域。咱們今天主要看一下主動權益類基金的第一名諾安積極回報,神探看到,3月16日之前,諾安積極回報的表現也相對一般,但3月16日至3月27日,諾安積極回報A的淨值從1.94漲至2.34,諾安積極回報今年以來的大部分淨值增長都是在過去半個月實現的。很多分析認爲,諾安積極回報能夠跑贏大部分主動權益基金是因爲蔡嵩鬆重倉了半導體,3月初高層發聲,發展集成電路產業必須發揮新型舉國體制優勢,用好政府和市場兩方面力量,爲半導體產業吃了一粒定心丸,ChatGPT的爆火也爲芯片的應用打開了想象空間。值得注意的是,同樣是蔡嵩鬆管理的諾安創新驅動靈活配置混合,同樣是重倉半導體其收益與諾安積極回報卻相差20個點,神探認爲,僅僅歸因於重倉半導體並不全面。神探看到,儘管蔡嵩鬆目前管理的產品都是重倉半導體,但是不同產品各有側重點。有的產品半導體含量非常高,有的產品半導體含量則相對較低,有的產品側重於半導體大盤股,有的產品側重於半導體中小盤股,","listText":"隨着行情的波動,投資者對諾安基金蔡嵩鬆的稱呼從“蔡公子”變成“蔡狗”,如今又變成了尊敬的蔡經理。截止3月28日,今年以來諾安基金蔡嵩鬆管理的諾安積極的回報爲45.15%,位列主動權益類基金的業績第一名。神探發現,最近幾年的一季度排名都比較有意思,經常出現主動權益基金跑不贏指數產品,市場風格比較極端是重要原因,指數基金重倉股更加集中使得押對方向的指數產品短期業績更容易領跑,即使有的主動權益基金經理ALL IN一個方向,想要跑贏指數也非易事(回覆“基金排名”獲取排名)。先說說爲什麼遊戲會領漲,神探認爲,兩方面的原因吧,一方面國內政策邊際放鬆,遊戲版號重新發放,以及支持民營企業的政策不斷髮力,另一方面,ChatGPT引發的Ai熱,使得市場對Ai在遊戲領域應用充滿期待,AIGC方面的應用有望駛入快車道,而AIGC對遊戲製作和運營影響深遠。前者是貝塔機會,後者則只針對AIGC領域。咱們今天主要看一下主動權益類基金的第一名諾安積極回報,神探看到,3月16日之前,諾安積極回報的表現也相對一般,但3月16日至3月27日,諾安積極回報A的淨值從1.94漲至2.34,諾安積極回報今年以來的大部分淨值增長都是在過去半個月實現的。很多分析認爲,諾安積極回報能夠跑贏大部分主動權益基金是因爲蔡嵩鬆重倉了半導體,3月初高層發聲,發展集成電路產業必須發揮新型舉國體制優勢,用好政府和市場兩方面力量,爲半導體產業吃了一粒定心丸,ChatGPT的爆火也爲芯片的應用打開了想象空間。值得注意的是,同樣是蔡嵩鬆管理的諾安創新驅動靈活配置混合,同樣是重倉半導體其收益與諾安積極回報卻相差20個點,神探認爲,僅僅歸因於重倉半導體並不全面。神探看到,儘管蔡嵩鬆目前管理的產品都是重倉半導體,但是不同產品各有側重點。有的產品半導體含量非常高,有的產品半導體含量則相對較低,有的產品側重於半導體大盤股,有的產品側重於半導體中小盤股,","text":"隨着行情的波動,投資者對諾安基金蔡嵩鬆的稱呼從“蔡公子”變成“蔡狗”,如今又變成了尊敬的蔡經理。截止3月28日,今年以來諾安基金蔡嵩鬆管理的諾安積極的回報爲45.15%,位列主動權益類基金的業績第一名。神探發現,最近幾年的一季度排名都比較有意思,經常出現主動權益基金跑不贏指數產品,市場風格比較極端是重要原因,指數基金重倉股更加集中使得押對方向的指數產品短期業績更容易領跑,即使有的主動權益基金經理ALL IN一個方向,想要跑贏指數也非易事(回覆“基金排名”獲取排名)。先說說爲什麼遊戲會領漲,神探認爲,兩方面的原因吧,一方面國內政策邊際放鬆,遊戲版號重新發放,以及支持民營企業的政策不斷髮力,另一方面,ChatGPT引發的Ai熱,使得市場對Ai在遊戲領域應用充滿期待,AIGC方面的應用有望駛入快車道,而AIGC對遊戲製作和運營影響深遠。前者是貝塔機會,後者則只針對AIGC領域。咱們今天主要看一下主動權益類基金的第一名諾安積極回報,神探看到,3月16日之前,諾安積極回報的表現也相對一般,但3月16日至3月27日,諾安積極回報A的淨值從1.94漲至2.34,諾安積極回報今年以來的大部分淨值增長都是在過去半個月實現的。很多分析認爲,諾安積極回報能夠跑贏大部分主動權益基金是因爲蔡嵩鬆重倉了半導體,3月初高層發聲,發展集成電路產業必須發揮新型舉國體制優勢,用好政府和市場兩方面力量,爲半導體產業吃了一粒定心丸,ChatGPT的爆火也爲芯片的應用打開了想象空間。值得注意的是,同樣是蔡嵩鬆管理的諾安創新驅動靈活配置混合,同樣是重倉半導體其收益與諾安積極回報卻相差20個點,神探認爲,僅僅歸因於重倉半導體並不全面。神探看到,儘管蔡嵩鬆目前管理的產品都是重倉半導體,但是不同產品各有側重點。有的產品半導體含量非常高,有的產品半導體含量則相對較低,有的產品側重於半導體大盤股,有的產品側重於半導體中小盤股,","images":[{"img":"https://static.tigerbbs.com/c0a76c3d7f53564141cbef832d8139d1","width":"978","height":"424"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659431956","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650648637,"gmtCreate":1679239174430,"gmtModify":1679239174430,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650648637","repostId":"650803289","repostType":1,"repost":{"id":650803289,"gmtCreate":1679020717024,"gmtModify":1679020717024,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"期權大單 | 華爾街出手救市!科技巨頭看漲期權成交活躍,第一共和銀行期權成交量放大逾86倍","htmlText":"週四,期權市場總成交量4813.96萬張合約,高於90日平均成交量;隔夜大型科技股領漲,看漲期權成交活躍;第一共和銀行期權成交量較90日平均量放大逾86倍,其中看跌期權佔比68.7%>>>一、市場概覽 (3月16日)美東時間週四,美股市場低開高走,11家華爾街大行聯手救助第一共和銀行的消息傳出後,市場情緒顯著提振,截至收盤,道瓊斯指數漲1.17%,報32246.55點;標普500指數漲1.76%,報3960.28點;納斯達克指數漲2.48%,報11717.28點。數據來源:老虎國際期權市場總成交量4813.96萬張合約,環比前一交易日(4966.02萬張合約)小幅下降,高於90日平均成交量(4093.42萬張合約),其中看漲期權佔比52%。二、期權成交總量TOP10數據來源:老虎國際<a href=\"https://laohu8.com/S/SPY\">$標普指數ETF(SPY)$</a>期權成交1108萬張合約,其中看漲期權佔比43.9%;<a href=\"https://laohu8.com/S/QQQ\">$納指100ETF(QQQ)$</a>期權成交438.8萬張合約,其中看漲期權佔比43.2%;大型科技股隔夜悉數上漲,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>、<a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>、<a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a>、<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>、<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>、","listText":"週四,期權市場總成交量4813.96萬張合約,高於90日平均成交量;隔夜大型科技股領漲,看漲期權成交活躍;第一共和銀行期權成交量較90日平均量放大逾86倍,其中看跌期權佔比68.7%>>>一、市場概覽 (3月16日)美東時間週四,美股市場低開高走,11家華爾街大行聯手救助第一共和銀行的消息傳出後,市場情緒顯著提振,截至收盤,道瓊斯指數漲1.17%,報32246.55點;標普500指數漲1.76%,報3960.28點;納斯達克指數漲2.48%,報11717.28點。數據來源:老虎國際期權市場總成交量4813.96萬張合約,環比前一交易日(4966.02萬張合約)小幅下降,高於90日平均成交量(4093.42萬張合約),其中看漲期權佔比52%。二、期權成交總量TOP10數據來源:老虎國際<a href=\"https://laohu8.com/S/SPY\">$標普指數ETF(SPY)$</a>期權成交1108萬張合約,其中看漲期權佔比43.9%;<a href=\"https://laohu8.com/S/QQQ\">$納指100ETF(QQQ)$</a>期權成交438.8萬張合約,其中看漲期權佔比43.2%;大型科技股隔夜悉數上漲,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>、<a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>、<a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a>、<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>、<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>、","text":"週四,期權市場總成交量4813.96萬張合約,高於90日平均成交量;隔夜大型科技股領漲,看漲期權成交活躍;第一共和銀行期權成交量較90日平均量放大逾86倍,其中看跌期權佔比68.7%>>>一、市場概覽 (3月16日)美東時間週四,美股市場低開高走,11家華爾街大行聯手救助第一共和銀行的消息傳出後,市場情緒顯著提振,截至收盤,道瓊斯指數漲1.17%,報32246.55點;標普500指數漲1.76%,報3960.28點;納斯達克指數漲2.48%,報11717.28點。數據來源:老虎國際期權市場總成交量4813.96萬張合約,環比前一交易日(4966.02萬張合約)小幅下降,高於90日平均成交量(4093.42萬張合約),其中看漲期權佔比52%。二、期權成交總量TOP10數據來源:老虎國際$標普指數ETF(SPY)$期權成交1108萬張合約,其中看漲期權佔比43.9%;$納指100ETF(QQQ)$期權成交438.8萬張合約,其中看漲期權佔比43.2%;大型科技股隔夜悉數上漲,$特斯拉(TSLA)$、$亞馬遜(AMZN)$、$英偉達(NVDA)$、$蘋果(AAPL)$、$AMD(AMD)$、","images":[{"img":"https://static.tigerbbs.com/48a49ffd6d87b00814d93dc71d0ce297","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0eaf817f85f8858ebbf643ca6ba32204","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ff9fcbe376a8e15dfa646dcb7caea5eb","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650803289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622076227,"gmtCreate":1675076223772,"gmtModify":1676538974345,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😚😙","listText":"😚😙","text":"😚😙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622076227","repostId":"622079163","repostType":1,"repost":{"id":622079163,"gmtCreate":1675073290154,"gmtModify":1676538974182,"author":{"id":"4117613231442990","authorId":"4117613231442990","name":"博时国际","avatar":"https://static.tigerbbs.com/83b1f0d28891613985567704d7df8780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117613231442990","authorIdStr":"4117613231442990"},"themes":[],"title":"【博時觀市·宏觀視野】上漲仍有空間,成長和順週期風格佔優","htmlText":"核心觀點:海外通脹繼續下行,美聯儲緊縮預期有所緩解;國內疫情已經過了第一輪流行期,全國經濟受限程度逐漸減輕。當前宏觀組合處於“海外流動性緩解+國內增長磨底&流動性衝擊已過”期,有利於股票表現,提前逢低佈局春節到兩會前的高勝率做多期。宏觀展望:海外方面,美國22Q4 GDP略超預期,但增長繼續放緩,衰退逐步靠近,緊縮預期進一步回落。國內方面,國內疫情已經過了第一輪流行期,全國經濟受限程度逐漸減輕。未見疫情擡頭,春節假期消費相關數據整體較佳。12月經濟數據反映出疫情的猛烈衝擊,但經濟的應對明顯好於2022年3月至4月。9月以來首次失業壓力下降。房地產銷售面積12月與11月相仿,竣工略有改善,開工未下跌。製造業和基礎設施投資均加速。A股A股方面,當前宏觀組合處於“海外流動性緩解+國內增長預期向上”階段,疊加歷年春節到兩會前A股處於高勝率做多期,短期A股仍有上漲空間。風格上,創業板相對滬深300賺錢效應處於底部,未來1個季度成長相對價值將重新佔優。結構上,圍繞23Q1基本面預期改善方向做輪動,包括光伏下游/綠電、海風、醫藥、信創、地產/消費建材等,這裏面信創、醫藥和綠電公募配置還有很大提升空間。此外,經濟復甦利好順週期,重點關注低庫存的工業金屬、中游工控自動化等。港股港股方面,短期波折中上行,關注國內外政策受益與困境反轉方向。當前時點,市場對於海外流動性放鬆路徑以及國內防疫、地產等政策優化的預期已較爲充分。未來一個季度,盈利磨底的背景下,港股或呈波動上行態勢。待23Q2盈利觸底反彈與海外停止加息流動性進一步寬鬆再度共振時,港股更具確定性。債券地產主要觀察點仍然是銷售和開工活動,當前好轉跡象並不明晰;債券短期的節奏還與流行期高峯後經濟活動的恢復節奏有較多關係。短端利率來自匯率的壓力預計較低。看一到兩個季度債券市場預計會維持一段時間的震盪,短端利率調整已經到位,長端後續升幅也將","listText":"核心觀點:海外通脹繼續下行,美聯儲緊縮預期有所緩解;國內疫情已經過了第一輪流行期,全國經濟受限程度逐漸減輕。當前宏觀組合處於“海外流動性緩解+國內增長磨底&流動性衝擊已過”期,有利於股票表現,提前逢低佈局春節到兩會前的高勝率做多期。宏觀展望:海外方面,美國22Q4 GDP略超預期,但增長繼續放緩,衰退逐步靠近,緊縮預期進一步回落。國內方面,國內疫情已經過了第一輪流行期,全國經濟受限程度逐漸減輕。未見疫情擡頭,春節假期消費相關數據整體較佳。12月經濟數據反映出疫情的猛烈衝擊,但經濟的應對明顯好於2022年3月至4月。9月以來首次失業壓力下降。房地產銷售面積12月與11月相仿,竣工略有改善,開工未下跌。製造業和基礎設施投資均加速。A股A股方面,當前宏觀組合處於“海外流動性緩解+國內增長預期向上”階段,疊加歷年春節到兩會前A股處於高勝率做多期,短期A股仍有上漲空間。風格上,創業板相對滬深300賺錢效應處於底部,未來1個季度成長相對價值將重新佔優。結構上,圍繞23Q1基本面預期改善方向做輪動,包括光伏下游/綠電、海風、醫藥、信創、地產/消費建材等,這裏面信創、醫藥和綠電公募配置還有很大提升空間。此外,經濟復甦利好順週期,重點關注低庫存的工業金屬、中游工控自動化等。港股港股方面,短期波折中上行,關注國內外政策受益與困境反轉方向。當前時點,市場對於海外流動性放鬆路徑以及國內防疫、地產等政策優化的預期已較爲充分。未來一個季度,盈利磨底的背景下,港股或呈波動上行態勢。待23Q2盈利觸底反彈與海外停止加息流動性進一步寬鬆再度共振時,港股更具確定性。債券地產主要觀察點仍然是銷售和開工活動,當前好轉跡象並不明晰;債券短期的節奏還與流行期高峯後經濟活動的恢復節奏有較多關係。短端利率來自匯率的壓力預計較低。看一到兩個季度債券市場預計會維持一段時間的震盪,短端利率調整已經到位,長端後續升幅也將","text":"核心觀點:海外通脹繼續下行,美聯儲緊縮預期有所緩解;國內疫情已經過了第一輪流行期,全國經濟受限程度逐漸減輕。當前宏觀組合處於“海外流動性緩解+國內增長磨底&流動性衝擊已過”期,有利於股票表現,提前逢低佈局春節到兩會前的高勝率做多期。宏觀展望:海外方面,美國22Q4 GDP略超預期,但增長繼續放緩,衰退逐步靠近,緊縮預期進一步回落。國內方面,國內疫情已經過了第一輪流行期,全國經濟受限程度逐漸減輕。未見疫情擡頭,春節假期消費相關數據整體較佳。12月經濟數據反映出疫情的猛烈衝擊,但經濟的應對明顯好於2022年3月至4月。9月以來首次失業壓力下降。房地產銷售面積12月與11月相仿,竣工略有改善,開工未下跌。製造業和基礎設施投資均加速。A股A股方面,當前宏觀組合處於“海外流動性緩解+國內增長預期向上”階段,疊加歷年春節到兩會前A股處於高勝率做多期,短期A股仍有上漲空間。風格上,創業板相對滬深300賺錢效應處於底部,未來1個季度成長相對價值將重新佔優。結構上,圍繞23Q1基本面預期改善方向做輪動,包括光伏下游/綠電、海風、醫藥、信創、地產/消費建材等,這裏面信創、醫藥和綠電公募配置還有很大提升空間。此外,經濟復甦利好順週期,重點關注低庫存的工業金屬、中游工控自動化等。港股港股方面,短期波折中上行,關注國內外政策受益與困境反轉方向。當前時點,市場對於海外流動性放鬆路徑以及國內防疫、地產等政策優化的預期已較爲充分。未來一個季度,盈利磨底的背景下,港股或呈波動上行態勢。待23Q2盈利觸底反彈與海外停止加息流動性進一步寬鬆再度共振時,港股更具確定性。債券地產主要觀察點仍然是銷售和開工活動,當前好轉跡象並不明晰;債券短期的節奏還與流行期高峯後經濟活動的恢復節奏有較多關係。短端利率來自匯率的壓力預計較低。看一到兩個季度債券市場預計會維持一段時間的震盪,短端利率調整已經到位,長端後續升幅也將","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622079163","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626165043,"gmtCreate":1673945589884,"gmtModify":1676538906823,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😚😙","listText":"😚😙","text":"😚😙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626165043","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626302029,"gmtCreate":1673756881463,"gmtModify":1676538882318,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"[鬼脸] [愤怒] ","listText":"[鬼脸] [愤怒] ","text":"[鬼脸] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626302029","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626950688,"gmtCreate":1673668459646,"gmtModify":1676538873318,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"🙃🙂","listText":"🙃🙂","text":"🙃🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626950688","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628774864,"gmtCreate":1673522212460,"gmtModify":1676538850041,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😚🙂😊","listText":"😚🙂😊","text":"😚🙂😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/628774864","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628599551,"gmtCreate":1673324297275,"gmtModify":1676538818383,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"tfd","listText":"tfd","text":"tfd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628599551","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628670186,"gmtCreate":1673236046246,"gmtModify":1676538803741,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"👍❤️","listText":"👍❤️","text":"👍❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628670186","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628990157,"gmtCreate":1672806823280,"gmtModify":1676538740473,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😗😘","listText":"😗😘","text":"😗😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628990157","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623510315,"gmtCreate":1671514349838,"gmtModify":1676538548981,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"yyds","listText":"yyds","text":"yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623510315","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623355358,"gmtCreate":1671084671676,"gmtModify":1676538487620,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"yyds","listText":"yyds","text":"yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623355358","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":669916590,"gmtCreate":1662029916112,"gmtModify":1676536628621,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a><v-v data-views=\"1\"></v-v>","text":"$标普500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/669916590","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256775198380264,"gmtCreate":1703722755978,"gmtModify":1703722757392,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"Come on! Enough milk","listText":"Come on! Enough milk","text":"Come on! Enough milk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256775198380264","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628774864,"gmtCreate":1673522212460,"gmtModify":1676538850041,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😚🙂😊","listText":"😚🙂😊","text":"😚🙂😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/628774864","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":629740744,"gmtCreate":1670890762489,"gmtModify":1676538453631,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629740744","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":629413992,"gmtCreate":1670754244417,"gmtModify":1676538428396,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629413992","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667546266,"gmtCreate":1669032379357,"gmtModify":1676538142170,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/667546266","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667199712,"gmtCreate":1668606970341,"gmtModify":1676538083814,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/667199712","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":663335849,"gmtCreate":1662874855385,"gmtModify":1676537156262,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><v-v data-views=\"1\"></v-v>","text":"$纳斯达克(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/663335849","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":663948120,"gmtCreate":1662789727462,"gmtModify":1676537142192,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/663948120","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":660146576,"gmtCreate":1661503167198,"gmtModify":1676536778353,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a><v-v data-views=\"0\"></v-v>","text":"$标普500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/660146576","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255618372452368,"gmtCreate":1703420319577,"gmtModify":1703420321161,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😗😀😀😀😚😎😎🤔","listText":"😗😀😀😀😚😎😎🤔","text":"😗😀😀😀😚😎😎🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255618372452368","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626302029,"gmtCreate":1673756881463,"gmtModify":1676538882318,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"[鬼脸] [愤怒] ","listText":"[鬼脸] [愤怒] ","text":"[鬼脸] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626302029","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628670186,"gmtCreate":1673236046246,"gmtModify":1676538803741,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"👍❤️","listText":"👍❤️","text":"👍❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628670186","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628990157,"gmtCreate":1672806823280,"gmtModify":1676538740473,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"😗😘","listText":"😗😘","text":"😗😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628990157","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":620709577,"gmtCreate":1669952730501,"gmtModify":1676538277492,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620709577","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":664502585,"gmtCreate":1668093178051,"gmtModify":1676538011920,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/664502585","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665062241,"gmtCreate":1666842873585,"gmtModify":1676537815594,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665062241","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662510786,"gmtCreate":1666625963446,"gmtModify":1676537780523,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><v-v data-views=\"1\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/662510786","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668814162,"gmtCreate":1664526840361,"gmtModify":1676537472068,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><v-v data-views=\"1\"></v-v>","text":"$纳斯达克(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/668814162","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":663535803,"gmtCreate":1663255568504,"gmtModify":1676537238161,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586641941814353","authorIdStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><v-v data-views=\"0\"></v-v>","text":"$纳斯达克(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/663535803","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}