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vanvan913
09-11
$英偉達(NVDA)$
vanvan913
09-11
$CoreWeave, Inc.(CRWV)$
vanvan913
09-11
👍🏻
@JasonLaw:
$CRWV 20260618 87.5 CALL$
來看看我最新分享的訂單!
vanvan913
09-11
👍🏻👍🏻
@susu1368:
$微軟(MSFT)$
下注微軟有大計劃,各個科技大佬飛天,風口豬。
vanvan913
09-11
$蘋果(AAPL)$
vanvan913
09-11
$英偉達(NVDA)$
vanvan913
09-11
👍🏻👍🏻👍🏻👍🏻👍🏻
vanvan913
08-31
$美團-W(03690)$
vanvan913
08-25
[财迷]
$中國鐵塔(00788)$
vanvan913
08-25
$中國鐵塔(00788)$
[财迷]
vanvan913
08-25
$中國鐵塔(00788)$
[财迷]
vanvan913
08-18
$中國鐵塔(00788)$
vanvan913
08-10
$比亞迪股份(01211)$
vanvan913
08-10
$(null)(03690)$
vanvan913
05-20
$盈富基金(02800)$
vanvan913
05-20
[开心]
@愛吃辣的小老虎:【🎁有獎話題】2025年Q1 13F報告出爐!大佬們喺關稅戰前有咩神操作?
vanvan913
05-20
[惊讶]
@Chris Lo 盧駿匡:如何判斷泡泡瑪特9992的最佳入市時機?
vanvan913
05-19
$特斯拉(TSLA)$
vanvan913
05-18
$盈富基金(02800)$
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","text":"$盈富基金(02800)$","images":[{"img":"https://community-static.tradeup.com/news/db1b164b1741bdb5c67a46b79c858f1c","width":"1320","height":"1860"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437156246765856","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":437117531402440,"gmtCreate":1747695456306,"gmtModify":1747695459047,"author":{"id":"4210413058509832","authorId":"4210413058509832","name":"vanvan913","avatar":"https://community-static.tradeup.com/news/6abc4adeebe9da9ec3a2e1428d863ff7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210413058509832","idStr":"4210413058509832"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437117531402440","repostId":"436688628535376","repostType":1,"repost":{"id":436688628535376,"gmtCreate":1747637377275,"gmtModify":1747993597736,"author":{"id":"4134020005550552","authorId":"4134020005550552","name":"愛吃辣的小老虎","avatar":"https://community-static.tradeup.com/news/9ad2466c67d5dffe9ad61a7ccc0342a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134020005550552","idStr":"4134020005550552"},"themes":[],"title":"【🎁有獎話題】2025年Q1 13F報告出爐!大佬們喺關稅戰前有咩神操作?","htmlText":"Hello小虎們!在關稅戰出現反轉曙光後,全球資本市場和投資者都送了一口氣,港美股近期升幅也近乎抹平了關稅戰開始前的跌幅。[Great]而近期,大家比較關心的2025年Q1的13F報告來襲,一起跟愛吃辣的小老虎看看大佬們在關稅戰前有哪些神操作吧~~~[Glance]巴菲特堅守蘋果!貝萊德同索羅斯信仰AI!在巴菲特股東大會後,根據最新的13F文件顯示,截至2025年3月31日,伯克希爾美股持倉相比上一季度環比下降至2590億美元。總體來看,本季度伯克希爾沒有建倉新標的,增持了7只標的,減持6只,清倉2只,依舊嚴守「持幣觀望」的態度。其中,巴菲特依舊堅守蘋果,持股佔投資組合的25%,依舊是伯克希爾最大持股,同時股神大手筆清倉與減持銀行股,包括清倉花旗集團與Nu Holdings;減持美國銀行4866萬股以及減持了30萬股第一資本金融公司股票,這似乎也暗示大家他開始對傳統金融行業保持謹慎態度。[Surprised]增持方面,繼續買入啤酒製造商星座品牌公司,以及加倉西方石油、泳池用品Pool Corp和達美樂披薩。此外,伯克希爾本次向SEC提出了保密請求,要求對一項或多項股票的投資暫時不在13F報告中披露,有外界預測可能與商業或者工業股有關。[Observation]在關稅戰帶來的市場不確定性加劇,疊加聯儲局的貨幣政策前景不明的情況下,股神的「不買」或許再次告訴大家要謹慎選擇,現金可能是更好的選擇。[Yummy]伯克希爾前五大增持與減產標的 圖源:whalewisdom根據貝萊德的13F報告,今年Q1持倉總市值環比下降近4%至4.76萬億美元,十大重倉股中,這家資管巨頭依舊信仰AI,前五大重倉股分別為蘋果、微軟、英偉達、亞馬遜、Meta Platforms,之後則是谷歌-Q、博通、伯克希爾、谷歌-C以及禮來,前十大持倉標的佔總市值的25.39%。[666]前五大買入的標的分別為SP","listText":"Hello小虎們!在關稅戰出現反轉曙光後,全球資本市場和投資者都送了一口氣,港美股近期升幅也近乎抹平了關稅戰開始前的跌幅。[Great]而近期,大家比較關心的2025年Q1的13F報告來襲,一起跟愛吃辣的小老虎看看大佬們在關稅戰前有哪些神操作吧~~~[Glance]巴菲特堅守蘋果!貝萊德同索羅斯信仰AI!在巴菲特股東大會後,根據最新的13F文件顯示,截至2025年3月31日,伯克希爾美股持倉相比上一季度環比下降至2590億美元。總體來看,本季度伯克希爾沒有建倉新標的,增持了7只標的,減持6只,清倉2只,依舊嚴守「持幣觀望」的態度。其中,巴菲特依舊堅守蘋果,持股佔投資組合的25%,依舊是伯克希爾最大持股,同時股神大手筆清倉與減持銀行股,包括清倉花旗集團與Nu Holdings;減持美國銀行4866萬股以及減持了30萬股第一資本金融公司股票,這似乎也暗示大家他開始對傳統金融行業保持謹慎態度。[Surprised]增持方面,繼續買入啤酒製造商星座品牌公司,以及加倉西方石油、泳池用品Pool Corp和達美樂披薩。此外,伯克希爾本次向SEC提出了保密請求,要求對一項或多項股票的投資暫時不在13F報告中披露,有外界預測可能與商業或者工業股有關。[Observation]在關稅戰帶來的市場不確定性加劇,疊加聯儲局的貨幣政策前景不明的情況下,股神的「不買」或許再次告訴大家要謹慎選擇,現金可能是更好的選擇。[Yummy]伯克希爾前五大增持與減產標的 圖源:whalewisdom根據貝萊德的13F報告,今年Q1持倉總市值環比下降近4%至4.76萬億美元,十大重倉股中,這家資管巨頭依舊信仰AI,前五大重倉股分別為蘋果、微軟、英偉達、亞馬遜、Meta Platforms,之後則是谷歌-Q、博通、伯克希爾、谷歌-C以及禮來,前十大持倉標的佔總市值的25.39%。[666]前五大買入的標的分別為SP","text":"Hello小虎們!在關稅戰出現反轉曙光後,全球資本市場和投資者都送了一口氣,港美股近期升幅也近乎抹平了關稅戰開始前的跌幅。[Great]而近期,大家比較關心的2025年Q1的13F報告來襲,一起跟愛吃辣的小老虎看看大佬們在關稅戰前有哪些神操作吧~~~[Glance]巴菲特堅守蘋果!貝萊德同索羅斯信仰AI!在巴菲特股東大會後,根據最新的13F文件顯示,截至2025年3月31日,伯克希爾美股持倉相比上一季度環比下降至2590億美元。總體來看,本季度伯克希爾沒有建倉新標的,增持了7只標的,減持6只,清倉2只,依舊嚴守「持幣觀望」的態度。其中,巴菲特依舊堅守蘋果,持股佔投資組合的25%,依舊是伯克希爾最大持股,同時股神大手筆清倉與減持銀行股,包括清倉花旗集團與Nu Holdings;減持美國銀行4866萬股以及減持了30萬股第一資本金融公司股票,這似乎也暗示大家他開始對傳統金融行業保持謹慎態度。[Surprised]增持方面,繼續買入啤酒製造商星座品牌公司,以及加倉西方石油、泳池用品Pool Corp和達美樂披薩。此外,伯克希爾本次向SEC提出了保密請求,要求對一項或多項股票的投資暫時不在13F報告中披露,有外界預測可能與商業或者工業股有關。[Observation]在關稅戰帶來的市場不確定性加劇,疊加聯儲局的貨幣政策前景不明的情況下,股神的「不買」或許再次告訴大家要謹慎選擇,現金可能是更好的選擇。[Yummy]伯克希爾前五大增持與減產標的 圖源:whalewisdom根據貝萊德的13F報告,今年Q1持倉總市值環比下降近4%至4.76萬億美元,十大重倉股中,這家資管巨頭依舊信仰AI,前五大重倉股分別為蘋果、微軟、英偉達、亞馬遜、Meta Platforms,之後則是谷歌-Q、博通、伯克希爾、谷歌-C以及禮來,前十大持倉標的佔總市值的25.39%。[666]前五大買入的標的分別為SP","images":[{"img":"https://community-static.tradeup.com/news/90bfa8d0b68514cfe7e12fe104c78e0f"},{"img":"https://community-static.tradeup.com/news/0d6463e8efd4e41c7ce1d0396b52e184"},{"img":"https://community-static.tradeup.com/news/c9bcd8ddc449d956d5b06ff2afc7f181"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436688628535376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":437114889241008,"gmtCreate":1747695394830,"gmtModify":1747704361065,"author":{"id":"4210413058509832","authorId":"4210413058509832","name":"vanvan913","avatar":"https://community-static.tradeup.com/news/6abc4adeebe9da9ec3a2e1428d863ff7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210413058509832","idStr":"4210413058509832"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437114889241008","repostId":"436625356050848","repostType":1,"repost":{"id":436625356050848,"gmtCreate":1747634282141,"gmtModify":1747644200956,"author":{"id":"4210482966599222","authorId":"4210482966599222","name":"Chris Lo 盧駿匡","avatar":"https://community-static.tradeup.com/news/a5e7c01ee6313190777bd354afff3644","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210482966599222","idStr":"4210482966599222"},"themes":[],"title":"如何判斷泡泡瑪特9992的最佳入市時機?","htmlText":"早前曾經分析過,港股而家係處於牛市。 喺牛市之中嘅最重要策略就係順勢而行。 喺選股嘅過程中有什麼先決條件呢? 依家會同大家分享一下。 筆者一直強調,有得揀一定要揀最好! 什麼係最好,就基礎於三個條件。 首要條件係跑贏大市, 然後係動力, 最後係升勢。 是否跑贏大市就要同指數比較。 港股嘅話,就用恆生指數。 動力方面,可以睇返HKOP背景顏色是否綠色。至於升勢就留意key level是否仍在升級中。 挑選了心儀對象後, 就用TCR 拿捏最佳的入市時機。 這個指標提供了三個重要嘅資訊。 順勢而行,當然趨勢必定要係上升中。 這一方面可以考慮運用移動平均線。 TCR指標嘅景綠色意, 即係處於中期的上升趨勢。 除此以外,亦要留意上升格局。 意思係一浪高於一浪。 假如格局改變, 後市或結束升浪,又或者變為橫行區。 在這個情況下,TCR 會出現warning警示。 在分析趨勢的過程中,要注意短線及中線的變化。 在大型上升趨勢期間,出現短期調整實屬正常。 然而,這一種調整或提供了趁低吸納時機。 由於上升動力及趨勢都是兩個仲要考慮因素。 而動力會有更高的優先考慮。 例如上升動力表現良好, 短線趨勢轉弱, 或會是一個入市時機。相反, 動力疲弱, 短期趨勢轉強。 在這個情況下就需要再觀察。 以泡泡瑪特9992為例, 在2025年1月24日動力開始轉強 至今未有改變。 意味在這一段時間可以尋找適合的入市機會。 參考Trend Monitor, 在2月28日及4月8日短線趨勢都有轉弱跡象,即係指標轉為深紅色。 期間, 前者出現20天線的反彈訊號,後者出現50 天線的反彈訊號。 隨後出現強勁反彈。 運用以上AI指標及方法,便可拿捏到準確的時機。","listText":"早前曾經分析過,港股而家係處於牛市。 喺牛市之中嘅最重要策略就係順勢而行。 喺選股嘅過程中有什麼先決條件呢? 依家會同大家分享一下。 筆者一直強調,有得揀一定要揀最好! 什麼係最好,就基礎於三個條件。 首要條件係跑贏大市, 然後係動力, 最後係升勢。 是否跑贏大市就要同指數比較。 港股嘅話,就用恆生指數。 動力方面,可以睇返HKOP背景顏色是否綠色。至於升勢就留意key level是否仍在升級中。 挑選了心儀對象後, 就用TCR 拿捏最佳的入市時機。 這個指標提供了三個重要嘅資訊。 順勢而行,當然趨勢必定要係上升中。 這一方面可以考慮運用移動平均線。 TCR指標嘅景綠色意, 即係處於中期的上升趨勢。 除此以外,亦要留意上升格局。 意思係一浪高於一浪。 假如格局改變, 後市或結束升浪,又或者變為橫行區。 在這個情況下,TCR 會出現warning警示。 在分析趨勢的過程中,要注意短線及中線的變化。 在大型上升趨勢期間,出現短期調整實屬正常。 然而,這一種調整或提供了趁低吸納時機。 由於上升動力及趨勢都是兩個仲要考慮因素。 而動力會有更高的優先考慮。 例如上升動力表現良好, 短線趨勢轉弱, 或會是一個入市時機。相反, 動力疲弱, 短期趨勢轉強。 在這個情況下就需要再觀察。 以泡泡瑪特9992為例, 在2025年1月24日動力開始轉強 至今未有改變。 意味在這一段時間可以尋找適合的入市機會。 參考Trend Monitor, 在2月28日及4月8日短線趨勢都有轉弱跡象,即係指標轉為深紅色。 期間, 前者出現20天線的反彈訊號,後者出現50 天線的反彈訊號。 隨後出現強勁反彈。 運用以上AI指標及方法,便可拿捏到準確的時機。","text":"早前曾經分析過,港股而家係處於牛市。 喺牛市之中嘅最重要策略就係順勢而行。 喺選股嘅過程中有什麼先決條件呢? 依家會同大家分享一下。 筆者一直強調,有得揀一定要揀最好! 什麼係最好,就基礎於三個條件。 首要條件係跑贏大市, 然後係動力, 最後係升勢。 是否跑贏大市就要同指數比較。 港股嘅話,就用恆生指數。 動力方面,可以睇返HKOP背景顏色是否綠色。至於升勢就留意key level是否仍在升級中。 挑選了心儀對象後, 就用TCR 拿捏最佳的入市時機。 這個指標提供了三個重要嘅資訊。 順勢而行,當然趨勢必定要係上升中。 這一方面可以考慮運用移動平均線。 TCR指標嘅景綠色意, 即係處於中期的上升趨勢。 除此以外,亦要留意上升格局。 意思係一浪高於一浪。 假如格局改變, 後市或結束升浪,又或者變為橫行區。 在這個情況下,TCR 會出現warning警示。 在分析趨勢的過程中,要注意短線及中線的變化。 在大型上升趨勢期間,出現短期調整實屬正常。 然而,這一種調整或提供了趁低吸納時機。 由於上升動力及趨勢都是兩個仲要考慮因素。 而動力會有更高的優先考慮。 例如上升動力表現良好, 短線趨勢轉弱, 或會是一個入市時機。相反, 動力疲弱, 短期趨勢轉強。 在這個情況下就需要再觀察。 以泡泡瑪特9992為例, 在2025年1月24日動力開始轉強 至今未有改變。 意味在這一段時間可以尋找適合的入市機會。 參考Trend Monitor, 在2月28日及4月8日短線趨勢都有轉弱跡象,即係指標轉為深紅色。 期間, 前者出現20天線的反彈訊號,後者出現50 天線的反彈訊號。 隨後出現強勁反彈。 運用以上AI指標及方法,便可拿捏到準確的時機。","images":[{"img":"https://community-static.tradeup.com/news/38267b3973031f16ed0d6d04b991f966","width":"1835","height":"932"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436625356050848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436760374686416,"gmtCreate":1747667073289,"gmtModify":1747668337598,"author":{"id":"4210413058509832","authorId":"4210413058509832","name":"vanvan913","avatar":"https://community-static.tradeup.com/news/6abc4adeebe9da9ec3a2e1428d863ff7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210413058509832","idStr":"4210413058509832"},"themes":[],"htmlText":"<a 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","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437117531402440","repostId":"436688628535376","repostType":1,"repost":{"id":436688628535376,"gmtCreate":1747637377275,"gmtModify":1747993597736,"author":{"id":"4134020005550552","authorId":"4134020005550552","name":"愛吃辣的小老虎","avatar":"https://community-static.tradeup.com/news/9ad2466c67d5dffe9ad61a7ccc0342a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134020005550552","idStr":"4134020005550552"},"themes":[],"title":"【🎁有獎話題】2025年Q1 13F報告出爐!大佬們喺關稅戰前有咩神操作?","htmlText":"Hello小虎們!在關稅戰出現反轉曙光後,全球資本市場和投資者都送了一口氣,港美股近期升幅也近乎抹平了關稅戰開始前的跌幅。[Great]而近期,大家比較關心的2025年Q1的13F報告來襲,一起跟愛吃辣的小老虎看看大佬們在關稅戰前有哪些神操作吧~~~[Glance]巴菲特堅守蘋果!貝萊德同索羅斯信仰AI!在巴菲特股東大會後,根據最新的13F文件顯示,截至2025年3月31日,伯克希爾美股持倉相比上一季度環比下降至2590億美元。總體來看,本季度伯克希爾沒有建倉新標的,增持了7只標的,減持6只,清倉2只,依舊嚴守「持幣觀望」的態度。其中,巴菲特依舊堅守蘋果,持股佔投資組合的25%,依舊是伯克希爾最大持股,同時股神大手筆清倉與減持銀行股,包括清倉花旗集團與Nu Holdings;減持美國銀行4866萬股以及減持了30萬股第一資本金融公司股票,這似乎也暗示大家他開始對傳統金融行業保持謹慎態度。[Surprised]增持方面,繼續買入啤酒製造商星座品牌公司,以及加倉西方石油、泳池用品Pool Corp和達美樂披薩。此外,伯克希爾本次向SEC提出了保密請求,要求對一項或多項股票的投資暫時不在13F報告中披露,有外界預測可能與商業或者工業股有關。[Observation]在關稅戰帶來的市場不確定性加劇,疊加聯儲局的貨幣政策前景不明的情況下,股神的「不買」或許再次告訴大家要謹慎選擇,現金可能是更好的選擇。[Yummy]伯克希爾前五大增持與減產標的 圖源:whalewisdom根據貝萊德的13F報告,今年Q1持倉總市值環比下降近4%至4.76萬億美元,十大重倉股中,這家資管巨頭依舊信仰AI,前五大重倉股分別為蘋果、微軟、英偉達、亞馬遜、Meta Platforms,之後則是谷歌-Q、博通、伯克希爾、谷歌-C以及禮來,前十大持倉標的佔總市值的25.39%。[666]前五大買入的標的分別為SP","listText":"Hello小虎們!在關稅戰出現反轉曙光後,全球資本市場和投資者都送了一口氣,港美股近期升幅也近乎抹平了關稅戰開始前的跌幅。[Great]而近期,大家比較關心的2025年Q1的13F報告來襲,一起跟愛吃辣的小老虎看看大佬們在關稅戰前有哪些神操作吧~~~[Glance]巴菲特堅守蘋果!貝萊德同索羅斯信仰AI!在巴菲特股東大會後,根據最新的13F文件顯示,截至2025年3月31日,伯克希爾美股持倉相比上一季度環比下降至2590億美元。總體來看,本季度伯克希爾沒有建倉新標的,增持了7只標的,減持6只,清倉2只,依舊嚴守「持幣觀望」的態度。其中,巴菲特依舊堅守蘋果,持股佔投資組合的25%,依舊是伯克希爾最大持股,同時股神大手筆清倉與減持銀行股,包括清倉花旗集團與Nu Holdings;減持美國銀行4866萬股以及減持了30萬股第一資本金融公司股票,這似乎也暗示大家他開始對傳統金融行業保持謹慎態度。[Surprised]增持方面,繼續買入啤酒製造商星座品牌公司,以及加倉西方石油、泳池用品Pool Corp和達美樂披薩。此外,伯克希爾本次向SEC提出了保密請求,要求對一項或多項股票的投資暫時不在13F報告中披露,有外界預測可能與商業或者工業股有關。[Observation]在關稅戰帶來的市場不確定性加劇,疊加聯儲局的貨幣政策前景不明的情況下,股神的「不買」或許再次告訴大家要謹慎選擇,現金可能是更好的選擇。[Yummy]伯克希爾前五大增持與減產標的 圖源:whalewisdom根據貝萊德的13F報告,今年Q1持倉總市值環比下降近4%至4.76萬億美元,十大重倉股中,這家資管巨頭依舊信仰AI,前五大重倉股分別為蘋果、微軟、英偉達、亞馬遜、Meta Platforms,之後則是谷歌-Q、博通、伯克希爾、谷歌-C以及禮來,前十大持倉標的佔總市值的25.39%。[666]前五大買入的標的分別為SP","text":"Hello小虎們!在關稅戰出現反轉曙光後,全球資本市場和投資者都送了一口氣,港美股近期升幅也近乎抹平了關稅戰開始前的跌幅。[Great]而近期,大家比較關心的2025年Q1的13F報告來襲,一起跟愛吃辣的小老虎看看大佬們在關稅戰前有哪些神操作吧~~~[Glance]巴菲特堅守蘋果!貝萊德同索羅斯信仰AI!在巴菲特股東大會後,根據最新的13F文件顯示,截至2025年3月31日,伯克希爾美股持倉相比上一季度環比下降至2590億美元。總體來看,本季度伯克希爾沒有建倉新標的,增持了7只標的,減持6只,清倉2只,依舊嚴守「持幣觀望」的態度。其中,巴菲特依舊堅守蘋果,持股佔投資組合的25%,依舊是伯克希爾最大持股,同時股神大手筆清倉與減持銀行股,包括清倉花旗集團與Nu Holdings;減持美國銀行4866萬股以及減持了30萬股第一資本金融公司股票,這似乎也暗示大家他開始對傳統金融行業保持謹慎態度。[Surprised]增持方面,繼續買入啤酒製造商星座品牌公司,以及加倉西方石油、泳池用品Pool Corp和達美樂披薩。此外,伯克希爾本次向SEC提出了保密請求,要求對一項或多項股票的投資暫時不在13F報告中披露,有外界預測可能與商業或者工業股有關。[Observation]在關稅戰帶來的市場不確定性加劇,疊加聯儲局的貨幣政策前景不明的情況下,股神的「不買」或許再次告訴大家要謹慎選擇,現金可能是更好的選擇。[Yummy]伯克希爾前五大增持與減產標的 圖源:whalewisdom根據貝萊德的13F報告,今年Q1持倉總市值環比下降近4%至4.76萬億美元,十大重倉股中,這家資管巨頭依舊信仰AI,前五大重倉股分別為蘋果、微軟、英偉達、亞馬遜、Meta Platforms,之後則是谷歌-Q、博通、伯克希爾、谷歌-C以及禮來,前十大持倉標的佔總市值的25.39%。[666]前五大買入的標的分別為SP","images":[{"img":"https://community-static.tradeup.com/news/90bfa8d0b68514cfe7e12fe104c78e0f"},{"img":"https://community-static.tradeup.com/news/0d6463e8efd4e41c7ce1d0396b52e184"},{"img":"https://community-static.tradeup.com/news/c9bcd8ddc449d956d5b06ff2afc7f181"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436688628535376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":437114889241008,"gmtCreate":1747695394830,"gmtModify":1747704361065,"author":{"id":"4210413058509832","authorId":"4210413058509832","name":"vanvan913","avatar":"https://community-static.tradeup.com/news/6abc4adeebe9da9ec3a2e1428d863ff7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210413058509832","idStr":"4210413058509832"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437114889241008","repostId":"436625356050848","repostType":1,"repost":{"id":436625356050848,"gmtCreate":1747634282141,"gmtModify":1747644200956,"author":{"id":"4210482966599222","authorId":"4210482966599222","name":"Chris Lo 盧駿匡","avatar":"https://community-static.tradeup.com/news/a5e7c01ee6313190777bd354afff3644","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210482966599222","idStr":"4210482966599222"},"themes":[],"title":"如何判斷泡泡瑪特9992的最佳入市時機?","htmlText":"早前曾經分析過,港股而家係處於牛市。 喺牛市之中嘅最重要策略就係順勢而行。 喺選股嘅過程中有什麼先決條件呢? 依家會同大家分享一下。 筆者一直強調,有得揀一定要揀最好! 什麼係最好,就基礎於三個條件。 首要條件係跑贏大市, 然後係動力, 最後係升勢。 是否跑贏大市就要同指數比較。 港股嘅話,就用恆生指數。 動力方面,可以睇返HKOP背景顏色是否綠色。至於升勢就留意key level是否仍在升級中。 挑選了心儀對象後, 就用TCR 拿捏最佳的入市時機。 這個指標提供了三個重要嘅資訊。 順勢而行,當然趨勢必定要係上升中。 這一方面可以考慮運用移動平均線。 TCR指標嘅景綠色意, 即係處於中期的上升趨勢。 除此以外,亦要留意上升格局。 意思係一浪高於一浪。 假如格局改變, 後市或結束升浪,又或者變為橫行區。 在這個情況下,TCR 會出現warning警示。 在分析趨勢的過程中,要注意短線及中線的變化。 在大型上升趨勢期間,出現短期調整實屬正常。 然而,這一種調整或提供了趁低吸納時機。 由於上升動力及趨勢都是兩個仲要考慮因素。 而動力會有更高的優先考慮。 例如上升動力表現良好, 短線趨勢轉弱, 或會是一個入市時機。相反, 動力疲弱, 短期趨勢轉強。 在這個情況下就需要再觀察。 以泡泡瑪特9992為例, 在2025年1月24日動力開始轉強 至今未有改變。 意味在這一段時間可以尋找適合的入市機會。 參考Trend Monitor, 在2月28日及4月8日短線趨勢都有轉弱跡象,即係指標轉為深紅色。 期間, 前者出現20天線的反彈訊號,後者出現50 天線的反彈訊號。 隨後出現強勁反彈。 運用以上AI指標及方法,便可拿捏到準確的時機。","listText":"早前曾經分析過,港股而家係處於牛市。 喺牛市之中嘅最重要策略就係順勢而行。 喺選股嘅過程中有什麼先決條件呢? 依家會同大家分享一下。 筆者一直強調,有得揀一定要揀最好! 什麼係最好,就基礎於三個條件。 首要條件係跑贏大市, 然後係動力, 最後係升勢。 是否跑贏大市就要同指數比較。 港股嘅話,就用恆生指數。 動力方面,可以睇返HKOP背景顏色是否綠色。至於升勢就留意key level是否仍在升級中。 挑選了心儀對象後, 就用TCR 拿捏最佳的入市時機。 這個指標提供了三個重要嘅資訊。 順勢而行,當然趨勢必定要係上升中。 這一方面可以考慮運用移動平均線。 TCR指標嘅景綠色意, 即係處於中期的上升趨勢。 除此以外,亦要留意上升格局。 意思係一浪高於一浪。 假如格局改變, 後市或結束升浪,又或者變為橫行區。 在這個情況下,TCR 會出現warning警示。 在分析趨勢的過程中,要注意短線及中線的變化。 在大型上升趨勢期間,出現短期調整實屬正常。 然而,這一種調整或提供了趁低吸納時機。 由於上升動力及趨勢都是兩個仲要考慮因素。 而動力會有更高的優先考慮。 例如上升動力表現良好, 短線趨勢轉弱, 或會是一個入市時機。相反, 動力疲弱, 短期趨勢轉強。 在這個情況下就需要再觀察。 以泡泡瑪特9992為例, 在2025年1月24日動力開始轉強 至今未有改變。 意味在這一段時間可以尋找適合的入市機會。 參考Trend Monitor, 在2月28日及4月8日短線趨勢都有轉弱跡象,即係指標轉為深紅色。 期間, 前者出現20天線的反彈訊號,後者出現50 天線的反彈訊號。 隨後出現強勁反彈。 運用以上AI指標及方法,便可拿捏到準確的時機。","text":"早前曾經分析過,港股而家係處於牛市。 喺牛市之中嘅最重要策略就係順勢而行。 喺選股嘅過程中有什麼先決條件呢? 依家會同大家分享一下。 筆者一直強調,有得揀一定要揀最好! 什麼係最好,就基礎於三個條件。 首要條件係跑贏大市, 然後係動力, 最後係升勢。 是否跑贏大市就要同指數比較。 港股嘅話,就用恆生指數。 動力方面,可以睇返HKOP背景顏色是否綠色。至於升勢就留意key level是否仍在升級中。 挑選了心儀對象後, 就用TCR 拿捏最佳的入市時機。 這個指標提供了三個重要嘅資訊。 順勢而行,當然趨勢必定要係上升中。 這一方面可以考慮運用移動平均線。 TCR指標嘅景綠色意, 即係處於中期的上升趨勢。 除此以外,亦要留意上升格局。 意思係一浪高於一浪。 假如格局改變, 後市或結束升浪,又或者變為橫行區。 在這個情況下,TCR 會出現warning警示。 在分析趨勢的過程中,要注意短線及中線的變化。 在大型上升趨勢期間,出現短期調整實屬正常。 然而,這一種調整或提供了趁低吸納時機。 由於上升動力及趨勢都是兩個仲要考慮因素。 而動力會有更高的優先考慮。 例如上升動力表現良好, 短線趨勢轉弱, 或會是一個入市時機。相反, 動力疲弱, 短期趨勢轉強。 在這個情況下就需要再觀察。 以泡泡瑪特9992為例, 在2025年1月24日動力開始轉強 至今未有改變。 意味在這一段時間可以尋找適合的入市機會。 參考Trend Monitor, 在2月28日及4月8日短線趨勢都有轉弱跡象,即係指標轉為深紅色。 期間, 前者出現20天線的反彈訊號,後者出現50 天線的反彈訊號。 隨後出現強勁反彈。 運用以上AI指標及方法,便可拿捏到準確的時機。","images":[{"img":"https://community-static.tradeup.com/news/38267b3973031f16ed0d6d04b991f966","width":"1835","height":"932"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436625356050848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436760374686416,"gmtCreate":1747667073289,"gmtModify":1747668337598,"author":{"id":"4210413058509832","authorId":"4210413058509832","name":"vanvan913","avatar":"https://community-static.tradeup.com/news/6abc4adeebe9da9ec3a2e1428d863ff7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210413058509832","idStr":"4210413058509832"},"themes":[],"htmlText":"<a 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