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美股投资客
美股投资客
·
03-19
目前市场普遍预期 美联储在3月19日不会调整利率，维持在 425-450 bps 的概率高达 99%。降息的可能性几乎可以忽略了
$标普500(.SPX)$
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378
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美股投资客
美股投资客
·
02-26
Cathie Wood木头姐买了36.7万股的
$Tempus AI(TEM)$
，紧跟佩洛西的步伐
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3,074
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4
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1
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美股投资客
美股投资客
·
01-08
莫名其妙，腾讯又不是什么军工企业，给纳入了美国国防部的军工企业名单，腾7亿气的直接变成腾15亿hhh。特朗普的谈判方式就是，先抛出一个对方完全不能接受的东西，然后在这个基础上再去谈，就像说要买加拿大、格陵兰岛、巴拿马运河一样。腾讯这个，如果没什么过分的协议达成，股价应该还能恢复，毕竟价值还在那里。参考小米21年1月被纳入，5月被剔除，估计不需要几个月，腾讯就放出来了
$腾讯控股(00700)$
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1
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美股投资客
美股投资客
·
2024-12-06
温州化妆师闷声赚大钱呀，从财务数据看，毛戈平营收规模不大，还在行业倒数，但是赚钱能力超强——2021到2023年，毛利率分别为83.4%、83.8%、84.8%（同期国产品牌珀莱雅的销售毛利率为66.46%、69.7%和69.93%）。毛戈平2024年上半年毛利率84.9%，相较茅台今年上半年毛利率是91.76%。？
$毛戈平(01318)$
毛戈平线下专柜营收占比常年在50%，线上销售2023年占比上升到了40%，而且对标的基本是雅诗兰黛这种高端路线，只能说“毛戈平”这个个人IP的影响力真的很大，也抓到了直播带货的红利。孤陋寡闻了，美妆行业在国内这么赚钱？
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美股投资客
美股投资客
·
2024-11-27
是不是因为10%低于大家的预期，之前市场预期是特朗普要对华商品加征60%，所以当成利好了？
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美股投资客
美股投资客
·
2024-11-26
1994年的冬天，老黄那时还是小黄，青涩的脸庞微笑着等待30年后市值第一
$英伟达(NVDA)$
人需要耐心[呆住]
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3,453
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5
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5
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美股投资客
美股投资客
·
2024-11-20
估计是戴尔出来澄清了Blackwell过热的问题，英伟达才能从昨天跌破支撑线，翻上去的
$英伟达(NVDA)$
我解读没消息就是最好的消息[强]
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3
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美股投资客
美股投资客
·
2024-11-15
David Tepper，也并没有buy China everything
一直说要buy China everything的David Tepper，也倒并没有buy everything。。。基本上40%的中国资产仓位，不过增加了173%的
$拼多多(PDD)$
，69%的
$京东(JD)$
，减了一些
$中国海外互联网ETF-KraneShares(KWEB)$
，
$中国大盘股ETF-iShares(FXI)$
和
$阿里巴巴(BABA)$
，阿里巴巴还是他最重的持仓另外一个中概大多头，Michael Burry的持仓，还是继续增持阿里百度，不过应该是出于对冲的目的，买了大量的看跌期权。为数不多对冲基金里看好中国资产的。不过现在特朗普又上台了，华尔街现在更偏向于“谨慎看多”中国股票了。也不只是中国股市，整个亚洲股市整体表现都不好，“特朗普交易”难道就只能做多美股了？
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David Tepper，也并没有buy China everything
美股投资客
美股投资客
·
2024-10-31
特朗普开垃圾车优雅回击！“懂王”的含金量还在上升
大选名场面加一！回应拜登“特朗普支持者都是垃圾”，特朗普开着垃圾车，穿着环卫工人的衣服去演讲，并表示致敬拜登和哈里斯。虽然开车门和上车动作稍显吃力，但见招拆招&应变能力不得不佩服呀~
$特朗普媒体科技集团(DJT)$
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1.18万
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4
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17
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特朗普开垃圾车优雅回击！“懂王”的含金量还在上升
美股投资客
美股投资客
·
2024-10-29
资金已经没有耐心，等不到慢牛了？本周净流出资金达到2015年6月以来最高，再延长交易时间，套的人怕是更多
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Wood木头姐买了36.7万股的 $Tempus AI(TEM)$ ，紧跟佩洛西的步伐","images":[{"img":"https://static.tigerbbs.com/8d3ae0c3eb16d2eccac18800464b7f63","width":"1290","height":"901"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/407686024110320","isVote":1,"tweetType":1,"viewCount":3074,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556531528042942","authorId":"3556531528042942","name":"钱多多就是我","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3556531528042942","authorIdStr":"3556531528042942"},"content":"可以实时看的？","text":"可以实时看的？","html":"可以实时看的？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":390372546228464,"gmtCreate":1736324266738,"gmtModify":1736324772523,"author":{"id":"3527667708053704","authorId":"3527667708053704","name":"美股投资客","avatar":"https://static.tigerbbs.com/e3ff35382e31119a0df3127316bc81de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667708053704","authorIdStr":"3527667708053704"},"themes":[],"htmlText":"莫名其妙，腾讯又不是什么军工企业，给纳入了美国国防部的军工企业名单，腾7亿气的直接变成腾15亿hhh。特朗普的谈判方式就是，先抛出一个对方完全不能接受的东西，然后在这个基础上再去谈，就像说要买加拿大、格陵兰岛、巴拿马运河一样。腾讯这个，如果没什么过分的协议达成，股价应该还能恢复，毕竟价值还在那里。参考小米21年1月被纳入，5月被剔除，估计不需要几个月，腾讯就放出来了 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$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390372546228464","isVote":1,"tweetType":1,"viewCount":2480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378731334873560,"gmtCreate":1733472953874,"gmtModify":1733473144365,"author":{"id":"3527667708053704","authorId":"3527667708053704","name":"美股投资客","avatar":"https://static.tigerbbs.com/e3ff35382e31119a0df3127316bc81de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667708053704","authorIdStr":"3527667708053704"},"themes":[],"htmlText":"温州化妆师闷声赚大钱呀，从财务数据看，毛戈平营收规模不大，还在行业倒数，但是赚钱能力超强——2021到2023年，毛利率分别为83.4%、83.8%、84.8%（同期国产品牌珀莱雅的销售毛利率为66.46%、69.7%和69.93%）。毛戈平2024年上半年毛利率84.9%，相较茅台今年上半年毛利率是91.76%。？<a href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$</a> 毛戈平线下专柜营收占比常年在50%，线上销售2023年占比上升到了40%，而且对标的基本是雅诗兰黛这种高端路线，只能说“毛戈平”这个个人IP的影响力真的很大，也抓到了直播带货的红利。孤陋寡闻了，美妆行业在国内这么赚钱？","listText":"温州化妆师闷声赚大钱呀，从财务数据看，毛戈平营收规模不大，还在行业倒数，但是赚钱能力超强——2021到2023年，毛利率分别为83.4%、83.8%、84.8%（同期国产品牌珀莱雅的销售毛利率为66.46%、69.7%和69.93%）。毛戈平2024年上半年毛利率84.9%，相较茅台今年上半年毛利率是91.76%。？<a href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$</a> 毛戈平线下专柜营收占比常年在50%，线上销售2023年占比上升到了40%，而且对标的基本是雅诗兰黛这种高端路线，只能说“毛戈平”这个个人IP的影响力真的很大，也抓到了直播带货的红利。孤陋寡闻了，美妆行业在国内这么赚钱？","text":"温州化妆师闷声赚大钱呀，从财务数据看，毛戈平营收规模不大，还在行业倒数，但是赚钱能力超强——2021到2023年，毛利率分别为83.4%、83.8%、84.8%（同期国产品牌珀莱雅的销售毛利率为66.46%、69.7%和69.93%）。毛戈平2024年上半年毛利率84.9%，相较茅台今年上半年毛利率是91.76%。？$毛戈平(01318)$ 毛戈平线下专柜营收占比常年在50%，线上销售2023年占比上升到了40%，而且对标的基本是雅诗兰黛这种高端路线，只能说“毛戈平”这个个人IP的影响力真的很大，也抓到了直播带货的红利。孤陋寡闻了，美妆行业在国内这么赚钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378731334873560","isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375533887623248,"gmtCreate":1732704472987,"gmtModify":1732704528367,"author":{"id":"3527667708053704","authorId":"3527667708053704","name":"美股投资客","avatar":"https://static.tigerbbs.com/e3ff35382e31119a0df3127316bc81de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667708053704","authorIdStr":"3527667708053704"},"themes":[],"htmlText":"是不是因为10%低于大家的预期，之前市场预期是特朗普要对华商品加征60%，所以当成利好了？","listText":"是不是因为10%低于大家的预期，之前市场预期是特朗普要对华商品加征60%，所以当成利好了？","text":"是不是因为10%低于大家的预期，之前市场预期是特朗普要对华商品加征60%，所以当成利好了？","images":[{"img":"https://static.tigerbbs.com/c74baf9cea0f8c6d70768d1dabd3da0c","width":"675","height":"547"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375533887623248","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":375106809307216,"gmtCreate":1732600205819,"gmtModify":1732600245977,"author":{"id":"3527667708053704","authorId":"3527667708053704","name":"美股投资客","avatar":"https://static.tigerbbs.com/e3ff35382e31119a0df3127316bc81de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667708053704","authorIdStr":"3527667708053704"},"themes":[],"htmlText":"1994年的冬天，老黄那时还是小黄，青涩的脸庞微笑着等待30年后市值第一 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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> ，减了一些 <a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> ， <a href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> 和 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ，阿里巴巴还是他最重的持仓另外一个中概大多头，Michael Burry的持仓，还是继续增持阿里百度，不过应该是出于对冲的目的，买了大量的看跌期权。为数不多对冲基金里看好中国资产的。不过现在特朗普又上台了，华尔街现在更偏向于“谨慎看多”中国股票了。也不只是中国股市，整个亚洲股市整体表现都不好，“特朗普交易”难道就只能做多美股了？","listText":"一直说要buy China everything的David Tepper，也倒并没有buy everything。。。基本上40%的中国资产仓位，不过增加了173%的 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ，69%的 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> ，减了一些 <a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> ， <a href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> 和 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ，阿里巴巴还是他最重的持仓另外一个中概大多头，Michael 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