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艾利克
IP属地:浙江
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艾利克
艾利克
·
03-18
$小鹏汽车(XPEV)$
跌10个点,就加仓。
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428
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1
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艾利克
艾利克
·
03-11
$小鹏汽车(XPEV)$
小鹏真的是我的福股,9月那波靠小鹏赚了45个点,现在持有的小鹏又翻倍了。不过持有的其他股票亏钱的居多,作为蔚来车主,买过两次蔚来股票,都以割肉离场。
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2,955
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艾利克
艾利克
·
03-01
$赤峰黄金(06693)$
这静态市盈率是不是有点高了?看同业才十几倍
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714
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艾利克
艾利克
·
02-26
219.5
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504
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艾利克
艾利克
·
02-25
100手,估计也比较难中签
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664
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2
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艾利克
艾利克
·
02-18
$三倍做多富时中国ETF-Direxion(YINN)$
个人小疑问,为啥做多是阴,做空是阳呢?老美是不懂这个,还是故意的,还是有什么其他说法?
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979
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1
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1
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艾利克
艾利克
·
02-18
$布鲁可(00325)$
大盘涨了20个点,我倒亏15个点[笑哭] 算了,懒得动了,科技股涨了那么多,也不敢追了。炒炒猥琐的大A吧。
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1,142
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1
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艾利克
艾利克
·
02-11
$小鹏汽车(XPEV)$
今天买盘还挺强劲的,是阿里带起来的,还是卖空的买入平仓了
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874
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艾利克
艾利克
·
02-10
说说你对这篇新闻的看法...
高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国
据高盛数据,自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。同时资金从硬科技向软科技转移的趋势也在DeepSeek发布后加剧。
高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国
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艾利克
艾利克
·
02-08
这波行情感觉还在,但下周肯定要进入调整震荡期了。
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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 今天买盘还挺强劲的,是阿里带起来的,还是卖空的买入平仓了","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 今天买盘还挺强劲的,是阿里带起来的,还是卖空的买入平仓了","text":"$小鹏汽车(XPEV)$ 今天买盘还挺强劲的,是阿里带起来的,还是卖空的买入平仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402503360462880","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401989349393048,"gmtCreate":1739149175760,"gmtModify":1739149177228,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401989349393048","repostId":"2510076779","repostType":2,"repost":{"id":"2510076779","kind":"news","pubTimestamp":1739147134,"share":"https://www.laohu8.com/m/news/2510076779?lang=&edition=full","pubTime":"2025-02-10 08:25","market":"us","language":"zh","title":"高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2510076779","media":"华尔街见闻","summary":"据高盛数据,自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。同时资金从硬科技向软科技转移的趋势也在DeepSeek发布后加剧。","content":"<html><head></head><body><p>DeepSeek正在改变全球资金流动趋势。</p><p>据<a href=\"https://laohu8.com/S/GS\">高盛</a>数据,<strong>自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。这反映出投资者正在重新评估科技行业内部的投资机会。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/796b802d542d8bfc3d12ad67e67228a4\" tg-width=\"473\" tg-height=\"346\"/></p><p>高盛报告指出,过去三个月,新兴市场和亚洲共同基金的配置正逐步从硬科技向软科技转移。这一趋势在1月底人工智能公司DeepSeek发布重要消息后更为明显。</p><p>同时,对冲基金对中国股票态度微妙变化。根据高盛Prime Services数据,1月份中国股票(包括在岸和离岸)出现适度净买入,风险偏好有所回升。不过,多空比率从近期高点回落。全球Prime账簿中对中国的配置仍处于5年低点附近,1月末净配置比例为7.1%。</p><p>从上周单周数据来看,除中国AH股外的新兴亚洲市场出现17亿美元的外资净流出,其中中国台湾市场流出最多,达8亿美元。印度、韩国和东盟国家和地区的外资流出规模分别为4亿美元、2亿美元和2亿美元。</p><p>非亚洲新兴市场同样面临资金压力,上周净流出2亿美元,主要来自巴西(1亿美元)和南非(5700万美元)。</p><p>相比之下,中国内地与中国香港股市间的互联互通资金流向较为乐观。春节后南向资金(内地投资者买入港股)流入有所放缓,但上周仍录得6亿美元净流入,今年以来累计流入已达170亿美元。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4516":"特朗普概念","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4585":"ETF&股票定投概念","LU0106831901.USD":"贝莱德世界金融基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4504":"桥水持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","YINN":"三倍做多富时中国ETF-Direxion","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4127":"投资银行业与经纪业"},"source_url":"https://wallstreetcn.com/articles/3740691","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510076779","content_text":"DeepSeek正在改变全球资金流动趋势。据高盛数据,自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。这反映出投资者正在重新评估科技行业内部的投资机会。高盛报告指出,过去三个月,新兴市场和亚洲共同基金的配置正逐步从硬科技向软科技转移。这一趋势在1月底人工智能公司DeepSeek发布重要消息后更为明显。同时,对冲基金对中国股票态度微妙变化。根据高盛Prime Services数据,1月份中国股票(包括在岸和离岸)出现适度净买入,风险偏好有所回升。不过,多空比率从近期高点回落。全球Prime账簿中对中国的配置仍处于5年低点附近,1月末净配置比例为7.1%。从上周单周数据来看,除中国AH股外的新兴亚洲市场出现17亿美元的外资净流出,其中中国台湾市场流出最多,达8亿美元。印度、韩国和东盟国家和地区的外资流出规模分别为4亿美元、2亿美元和2亿美元。非亚洲新兴市场同样面临资金压力,上周净流出2亿美元,主要来自巴西(1亿美元)和南非(5700万美元)。相比之下,中国内地与中国香港股市间的互联互通资金流向较为乐观。春节后南向资金(内地投资者买入港股)流入有所放缓,但上周仍录得6亿美元净流入,今年以来累计流入已达170亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401156841681528,"gmtCreate":1738945924488,"gmtModify":1738945925890,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"这波行情感觉还在,但下周肯定要进入调整震荡期了。","listText":"这波行情感觉还在,但下周肯定要进入调整震荡期了。","text":"这波行情感觉还在,但下周肯定要进入调整震荡期了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401156841681528","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}