被幸福敲了门的人 personal page - To The Moon

被幸福敲了门的人

被幸福敲了门的人

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被幸福敲了门的人

2022-08-19

$紫金矿业(02899)$😄

被幸福敲了门的人

2023-02-26

[得意] [得意]

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被幸福敲了门的人

2023-02-09

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被幸福敲了门的人

2023-02-07

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被幸福敲了门的人

2023-02-07

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被幸福敲了门的人

2023-01-26

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被幸福敲了门的人

2023-01-23

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被幸福敲了门的人

2023-01-18

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被幸福敲了门的人

2023-01-12

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被幸福敲了门的人

2023-01-09

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@期权小班长:特斯拉會跌到哪兒？一些大單線索(2)

被幸福敲了门的人

2023-01-09

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被幸福敲了门的人

2023-01-05

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被幸福敲了门的人

2022-12-31

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被幸福敲了门的人

2022-12-27

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Live Streaming: 上市公司路演（会场一）

被幸福敲了门的人

2022-12-21

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被幸福敲了门的人

2022-12-18

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@小左第一视角: 大空頭：我回來了！詳細分析SQQQ、TSLA30分鐘圖。跟進AAPL、MSFT最新動向。美國經濟顯現疲態。SP500、NAS100、道瓊斯、羅素、VIX、黃金、原油、SQQQ、TSLA

被幸福敲了门的人

2022-12-18

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被幸福敲了门的人

2022-12-13

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被幸福敲了门的人

2022-12-13

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被幸福敲了门的人

2022-12-12

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@我真係好犀利:港股春天到，機構外資全看好

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啞鈴，顧名思義，只買兩頭，當預期危機來臨時，需要穩固投資，但又必須拿出一部分資金去博取超高收益，因此這個兩頭就是一個超低風險+一個超高風險。 板塊輪動跟個電風扇似的輪了一波又一波，突然都停下了，也就是這兩天我們所看到的無差別下跌。但邏輯沒變，對應到我們的操作上，就是板塊輪動需要風投倉位，而低風險比如“中特估”需要穩固倉位。 關於穩固倉位和風投倉位，大家可以有自己的理解，這裏我說一下我自己的操作：目前，美股接連創短期新高，英偉達更是在一季報發佈後盤後直接來了24cm漲幅，今晚美股開盤，納指高開，半導體、AI概念普漲。而角落裏的中概股早已被外資打入冷宮，相當於ST了。 但我想說的是，中概股並非沒有機會，穩固和風投倉位可以分配在美股和中概之間，至於比例你們自己看着辦。當然港股A股也不是不可以。重要的是倉位配置是負相關的，且穩固倉位具有高度確定性的現金流。 以中概爲例，你必須選擇受益於當下經濟形勢和受損於當下經濟形勢的。這屬於子倉位內的資產配置。一正一負，正好抵消了一部分/大部分風險。 比如唯品會和阿里巴巴。唯品會這個標的盤子比較小，跟京東和阿里巴巴的差異性越發明顯，在中概中可以作爲穩固倉位存在，在大的配置框架作爲風投倉位存在。雖然風投倉位的意思是哪怕全部損失掉也接受，但唯品會屬於既低估又確定性高的那種（人也開始回購了何況）。 當然，也可以選擇一開始中特估和半導體/AI的組合，任意你認爲的組合，只要符合條件。<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品會(VIPS)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$ </a>","listText":"其實市場上有一個共識，就是當下最適合的投資策略就是啞鈴式投資。 啞鈴，顧名思義，只買兩頭，當預期危機來臨時，需要穩固投資，但又必須拿出一部分資金去博取超高收益，因此這個兩頭就是一個超低風險+一個超高風險。 板塊輪動跟個電風扇似的輪了一波又一波，突然都停下了，也就是這兩天我們所看到的無差別下跌。但邏輯沒變，對應到我們的操作上，就是板塊輪動需要風投倉位，而低風險比如“中特估”需要穩固倉位。 關於穩固倉位和風投倉位，大家可以有自己的理解，這裏我說一下我自己的操作：目前，美股接連創短期新高，英偉達更是在一季報發佈後盤後直接來了24cm漲幅，今晚美股開盤，納指高開，半導體、AI概念普漲。而角落裏的中概股早已被外資打入冷宮，相當於ST了。 但我想說的是，中概股並非沒有機會，穩固和風投倉位可以分配在美股和中概之間，至於比例你們自己看着辦。當然港股A股也不是不可以。重要的是倉位配置是負相關的，且穩固倉位具有高度確定性的現金流。 以中概爲例，你必須選擇受益於當下經濟形勢和受損於當下經濟形勢的。這屬於子倉位內的資產配置。一正一負，正好抵消了一部分/大部分風險。 比如唯品會和阿里巴巴。唯品會這個標的盤子比較小，跟京東和阿里巴巴的差異性越發明顯，在中概中可以作爲穩固倉位存在，在大的配置框架作爲風投倉位存在。雖然風投倉位的意思是哪怕全部損失掉也接受，但唯品會屬於既低估又確定性高的那種（人也開始回購了何況）。 當然，也可以選擇一開始中特估和半導體/AI的組合，任意你認爲的組合，只要符合條件。<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品會(VIPS)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$ </a>","text":"其實市場上有一個共識，就是當下最適合的投資策略就是啞鈴式投資。 啞鈴，顧名思義，只買兩頭，當預期危機來臨時，需要穩固投資，但又必須拿出一部分資金去博取超高收益，因此這個兩頭就是一個超低風險+一個超高風險。 板塊輪動跟個電風扇似的輪了一波又一波，突然都停下了，也就是這兩天我們所看到的無差別下跌。但邏輯沒變，對應到我們的操作上，就是板塊輪動需要風投倉位，而低風險比如“中特估”需要穩固倉位。 關於穩固倉位和風投倉位，大家可以有自己的理解，這裏我說一下我自己的操作：目前，美股接連創短期新高，英偉達更是在一季報發佈後盤後直接來了24cm漲幅，今晚美股開盤，納指高開，半導體、AI概念普漲。而角落裏的中概股早已被外資打入冷宮，相當於ST了。 但我想說的是，中概股並非沒有機會，穩固和風投倉位可以分配在美股和中概之間，至於比例你們自己看着辦。當然港股A股也不是不可以。重要的是倉位配置是負相關的，且穩固倉位具有高度確定性的現金流。 以中概爲例，你必須選擇受益於當下經濟形勢和受損於當下經濟形勢的。這屬於子倉位內的資產配置。一正一負，正好抵消了一部分/大部分風險。 比如唯品會和阿里巴巴。唯品會這個標的盤子比較小，跟京東和阿里巴巴的差異性越發明顯，在中概中可以作爲穩固倉位存在，在大的配置框架作爲風投倉位存在。雖然風投倉位的意思是哪怕全部損失掉也接受，但唯品會屬於既低估又確定性高的那種（人也開始回購了何況）。 當然，也可以選擇一開始中特估和半導體/AI的組合，任意你認爲的組合，只要符合條件。$唯品會(VIPS)$ $英偉達(NVDA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655994967","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655989186,"gmtCreate":1685067324747,"gmtModify":1685067324747,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655989186","repostId":"2338148982","repostType":2,"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655989343,"gmtCreate":1685067279284,"gmtModify":1685067279284,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655989343","repostId":"2338119002","repostType":2,"isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655989916,"gmtCreate":1685067236036,"gmtModify":1685067236036,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655989916","repostId":"2338148415","repostType":4,"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655078770,"gmtCreate":1685011044393,"gmtModify":1685011044393,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655078770","repostId":"655040573","repostType":1,"repost":{"id":655040573,"gmtCreate":1685005423992,"gmtModify":1685005453284,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"英偉達暴漲，還有哪些低位半導體公司值得埋伏？","htmlText":"英偉達太牛了，預計下一個季度的營收高達110億美元！ 這是什麼概念？這意味着英偉達的季度收入直接突破了歷史記錄！同比增速將高達64%！ &nbsp; 要知道英偉達可是7500億市值的巨頭，如此龐大的身軀還能獲得64%的增長，試問還有哪家巨頭能做到？ 英偉達神話真的是完美闡釋了科技纔是第一生產力！ 關於英偉達財報的解讀文章，我相信大家一定看到很多，我就不贅述了，主要聊聊還能上車哪些低位的半導體標的！ 首選我覺得應該是臺積電。 臺積電是芯片製造廠，目前是世界上工藝最先進的，這意味着無論是最新款的蘋果手機還是英偉達的GPU，都得找臺積電製造。 所以，英偉達下一個季度業績暴增，臺積電是直接受益的！ 當然，最關鍵的是臺積電的業績剛好處於低位，同時股價也沒有大漲、估值也低，考慮到半導體是明顯的週期性，業績下滑是最好的入場時機。 根據臺積電公佈的月度銷售數據，其4月份營收下滑14%，根據2018-2019年半導體下行週期時的股價表現，當臺積電月度收入負增長時，恰好是股價的低點： 至於大家都擔心的地緣政治問題，我只能說中國不可能在最近10年收復臺灣，主要是目前很多關鍵技術，尤其是半導體，都被美國卡脖子，一旦開戰，國內經濟損失巨大，所以，市場擔憂的事情根本不可能發生，一旦半導體進入上升週期，這個利空因素就不會有人再提。 這裏爲巴菲特感到惋惜，剛好賣在了低點，錯失數億收益！ 另一家處於低位的半導體公司是AMD，它也有GPU，雖然實力不如英偉達，但亦會受益AI浪潮！ AMD業績和估值目前同樣處於低位，未來也將追隨英偉達創出歷史新高，相信AMD的主要原因就是因爲AMD有個好CEO——蘇姿豐，此人能將AMD從深淵中解救出來，而且能打敗英特爾，足以說明蘇姿豐的能力毋庸置疑。 之所以AMD沒能在這次AI革命中拔得頭籌，主要是他原來的核心業務是CPU，GPU的業務雖然一直都有，但並不是之前發展的重心。 如","listText":"英偉達太牛了，預計下一個季度的營收高達110億美元！ 這是什麼概念？這意味着英偉達的季度收入直接突破了歷史記錄！同比增速將高達64%！ &nbsp; 要知道英偉達可是7500億市值的巨頭，如此龐大的身軀還能獲得64%的增長，試問還有哪家巨頭能做到？ 英偉達神話真的是完美闡釋了科技纔是第一生產力！ 關於英偉達財報的解讀文章，我相信大家一定看到很多，我就不贅述了，主要聊聊還能上車哪些低位的半導體標的！ 首選我覺得應該是臺積電。 臺積電是芯片製造廠，目前是世界上工藝最先進的，這意味着無論是最新款的蘋果手機還是英偉達的GPU，都得找臺積電製造。 所以，英偉達下一個季度業績暴增，臺積電是直接受益的！ 當然，最關鍵的是臺積電的業績剛好處於低位，同時股價也沒有大漲、估值也低，考慮到半導體是明顯的週期性，業績下滑是最好的入場時機。 根據臺積電公佈的月度銷售數據，其4月份營收下滑14%，根據2018-2019年半導體下行週期時的股價表現，當臺積電月度收入負增長時，恰好是股價的低點： 至於大家都擔心的地緣政治問題，我只能說中國不可能在最近10年收復臺灣，主要是目前很多關鍵技術，尤其是半導體，都被美國卡脖子，一旦開戰，國內經濟損失巨大，所以，市場擔憂的事情根本不可能發生，一旦半導體進入上升週期，這個利空因素就不會有人再提。 這裏爲巴菲特感到惋惜，剛好賣在了低點，錯失數億收益！ 另一家處於低位的半導體公司是AMD，它也有GPU，雖然實力不如英偉達，但亦會受益AI浪潮！ AMD業績和估值目前同樣處於低位，未來也將追隨英偉達創出歷史新高，相信AMD的主要原因就是因爲AMD有個好CEO——蘇姿豐，此人能將AMD從深淵中解救出來，而且能打敗英特爾，足以說明蘇姿豐的能力毋庸置疑。 之所以AMD沒能在這次AI革命中拔得頭籌，主要是他原來的核心業務是CPU，GPU的業務雖然一直都有，但並不是之前發展的重心。 如","text":"英偉達太牛了，預計下一個季度的營收高達110億美元！ 這是什麼概念？這意味着英偉達的季度收入直接突破了歷史記錄！同比增速將高達64%！ 要知道英偉達可是7500億市值的巨頭，如此龐大的身軀還能獲得64%的增長，試問還有哪家巨頭能做到？ 英偉達神話真的是完美闡釋了科技纔是第一生產力！ 關於英偉達財報的解讀文章，我相信大家一定看到很多，我就不贅述了，主要聊聊還能上車哪些低位的半導體標的！ 首選我覺得應該是臺積電。 臺積電是芯片製造廠，目前是世界上工藝最先進的，這意味着無論是最新款的蘋果手機還是英偉達的GPU，都得找臺積電製造。 所以，英偉達下一個季度業績暴增，臺積電是直接受益的！ 當然，最關鍵的是臺積電的業績剛好處於低位，同時股價也沒有大漲、估值也低，考慮到半導體是明顯的週期性，業績下滑是最好的入場時機。 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Hathaway）年度股東大會於當地時間5月5日至5月7日，在“股神”沃倫·巴菲特（Warren Buffett）的老家美國內布拉斯加州奧馬哈舉行。股東大會最受關注的問答環節從5月6日上午9時15分（北京時間5月6日晚10時15分）開始，一直持續了近6個小時。今年的問答環節分爲上下半場。上午場，93歲的巴菲特和他的老搭檔、伯克希爾副董事長、99歲的查理·芒格（Charlie Munger）以及60歲的伯克希爾副總裁格雷格·阿貝爾 (Greg Abel)、71歲的阿吉特·吉恩（Ajit Jain）共同出席回答問題，其中吉恩負責保險業務的問題，阿貝爾則負責所有其他問題；下午場則只有巴菲特和芒格兩人出席。在股東大會召開前，巴菲特還在邀請函中表示，去年他犯錯了，在一些問題上花了太多時間，導致回答的問題太少。今年他不會重蹈覆轍，總共可能會回答約60個問題。這是新冠疫情之後第二次在線下舉辦年度股東大會，也是巴菲特第59次參加冗長的問答環節。由於不再需要提供疫苗接種證明，本次參會人數顯著攀升，奧馬哈市中心的會場座無虛席。會前，關於美國經濟前景、銀行業危機、對中國經濟及股市的看法、對人工智能及新能源汽車的看法、以及近年來的投資動向等，成爲衆多投資人和粉絲們希望聽到股神回答的熱點話題。而在股東大會近6個小時的問答環節中，巴菲特和芒格就上述熱點話題一一做了詳細的回答。圖片美國銀行業危機與商業地產談及近期地區性銀行倒閉潮的後續發展，巴菲特認爲，銀行系統“不應該”出現問題，但是“可能會”，不過即便如此，存款人也不需要擔心自己的錢。 3月，聯邦存款保險公司（FDIC）接管了轟然倒下的硅谷銀行，允許存款人得到全額保護。巴菲特在他的年度股東大會上說，如果監管機構沒有這樣做，後果將是災難性的。讓未受保險的存款人損失金錢將會“引發全國各地的銀行擠","listText":"一年一度的“投資界春晚”伯克希爾·哈撒韋（Berkshire Hathaway）年度股東大會於當地時間5月5日至5月7日，在“股神”沃倫·巴菲特（Warren Buffett）的老家美國內布拉斯加州奧馬哈舉行。股東大會最受關注的問答環節從5月6日上午9時15分（北京時間5月6日晚10時15分）開始，一直持續了近6個小時。今年的問答環節分爲上下半場。上午場，93歲的巴菲特和他的老搭檔、伯克希爾副董事長、99歲的查理·芒格（Charlie Munger）以及60歲的伯克希爾副總裁格雷格·阿貝爾 (Greg Abel)、71歲的阿吉特·吉恩（Ajit Jain）共同出席回答問題，其中吉恩負責保險業務的問題，阿貝爾則負責所有其他問題；下午場則只有巴菲特和芒格兩人出席。在股東大會召開前，巴菲特還在邀請函中表示，去年他犯錯了，在一些問題上花了太多時間，導致回答的問題太少。今年他不會重蹈覆轍，總共可能會回答約60個問題。這是新冠疫情之後第二次在線下舉辦年度股東大會，也是巴菲特第59次參加冗長的問答環節。由於不再需要提供疫苗接種證明，本次參會人數顯著攀升，奧馬哈市中心的會場座無虛席。會前，關於美國經濟前景、銀行業危機、對中國經濟及股市的看法、對人工智能及新能源汽車的看法、以及近年來的投資動向等，成爲衆多投資人和粉絲們希望聽到股神回答的熱點話題。而在股東大會近6個小時的問答環節中，巴菲特和芒格就上述熱點話題一一做了詳細的回答。圖片美國銀行業危機與商業地產談及近期地區性銀行倒閉潮的後續發展，巴菲特認爲，銀行系統“不應該”出現問題，但是“可能會”，不過即便如此，存款人也不需要擔心自己的錢。 3月，聯邦存款保險公司（FDIC）接管了轟然倒下的硅谷銀行，允許存款人得到全額保護。巴菲特在他的年度股東大會上說，如果監管機構沒有這樣做，後果將是災難性的。讓未受保險的存款人損失金錢將會“引發全國各地的銀行擠","text":"一年一度的“投資界春晚”伯克希爾·哈撒韋（Berkshire Hathaway）年度股東大會於當地時間5月5日至5月7日，在“股神”沃倫·巴菲特（Warren Buffett）的老家美國內布拉斯加州奧馬哈舉行。股東大會最受關注的問答環節從5月6日上午9時15分（北京時間5月6日晚10時15分）開始，一直持續了近6個小時。今年的問答環節分爲上下半場。上午場，93歲的巴菲特和他的老搭檔、伯克希爾副董事長、99歲的查理·芒格（Charlie Munger）以及60歲的伯克希爾副總裁格雷格·阿貝爾 (Greg Abel)、71歲的阿吉特·吉恩（Ajit Jain）共同出席回答問題，其中吉恩負責保險業務的問題，阿貝爾則負責所有其他問題；下午場則只有巴菲特和芒格兩人出席。在股東大會召開前，巴菲特還在邀請函中表示，去年他犯錯了，在一些問題上花了太多時間，導致回答的問題太少。今年他不會重蹈覆轍，總共可能會回答約60個問題。這是新冠疫情之後第二次在線下舉辦年度股東大會，也是巴菲特第59次參加冗長的問答環節。由於不再需要提供疫苗接種證明，本次參會人數顯著攀升，奧馬哈市中心的會場座無虛席。會前，關於美國經濟前景、銀行業危機、對中國經濟及股市的看法、對人工智能及新能源汽車的看法、以及近年來的投資動向等，成爲衆多投資人和粉絲們希望聽到股神回答的熱點話題。而在股東大會近6個小時的問答環節中，巴菲特和芒格就上述熱點話題一一做了詳細的回答。圖片美國銀行業危機與商業地產談及近期地區性銀行倒閉潮的後續發展，巴菲特認爲，銀行系統“不應該”出現問題，但是“可能會”，不過即便如此，存款人也不需要擔心自己的錢。 3月，聯邦存款保險公司（FDIC）接管了轟然倒下的硅谷銀行，允許存款人得到全額保護。巴菲特在他的年度股東大會上說，如果監管機構沒有這樣做，後果將是災難性的。讓未受保險的存款人損失金錢將會“引發全國各地的銀行擠","images":[{"img":"https://static.tigerbbs.com/a480bc407b413dbb47fb7fe4b8ce63e7","width":"1050","height":"1650"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656269628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656671326,"gmtCreate":1683701300466,"gmtModify":1683701300466,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656671326","repostId":"1167352152","repostType":4,"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656831646,"gmtCreate":1683563194687,"gmtModify":1683563194687,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"htmlText":"🤣……","listText":"🤣……","text":"🤣……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656831646","repostId":"1115197783","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656181644,"gmtCreate":1683524322689,"gmtModify":1683524322689,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;","text":"[开心] 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亞洲市場遊戲轉儲能概念","htmlText":"\n \n \n  今天有富邦的吳方俊Alan來聊下富邦亞洲電池能源ETF(3405)，主題性的ETF除去了主題以外，其實有很重要的選股送稿，我們請來產品的幕後創作者聊一下，選股票投資總刊，感覺推爾廣知能幫助到大家去判斷很多ETF的選擇。特斯拉將在上海啓動一個超大型的電池廠，並計劃年產Megapack電池1萬臺，特斯拉稱，一臺Megapack電池儲量的能量平均爲3600一個家庭提供電一小時，那麼很好簡單的數據了，如果產品能有1萬臺，那麼能提供多少家庭的供電？當然更重要的是，馬克看中的儲能爲什麼也是接下來投資市場，需要要熱切注意的地方？另外，跟進下富邦滬深港高股息(3190)、以及富邦臺灣半導體(3076)，前者六月中派消息！一年了，表現超班。0:00 節目開始1:03 Tesla(TSLA)上海建超儲能工廠/電池是儲能的一部分5:08 儲能迎面而來要求挽張機遇，馬斯克看中的背後原因10:43 儲能應用是很大廣泛/全球儲能市場預測期延長15:38 全球電池儲能需求/電池儲能技術種類21:03 亞洲電池及儲能科技指數，大中華地區、韓國、日本，誰更強24:52 成份股今年首季表現現寧德時代(300750) <a href=\"https://laohu8.com/S/300750\">$寧德時代(300750)$</a> 27:52 最新十大持股/富邦亞洲電池能源ETF(3405) <a href=\"https://laohu8.com/S/03405\">$富邦亞洲電池儲能(03405)$</a> 37:03 富邦滬深股息ETF(3190) <a href=\"https://laohu8.com/S/03190\">$富邦滬深港高股息(03190)$</a> 40:08 中特估帶動3190？中國中車(1766)/中移動(0941) <a href=\"https://laohu8.com/S/00941\"></a>\n \n","listText":"今天有富邦的吳方俊Alan來聊下富邦亞洲電池能源ETF(3405)，主題性的ETF除去了主題以外，其實有很重要的選股送稿，我們請來產品的幕後創作者聊一下，選股票投資總刊，感覺推爾廣知能幫助到大家去判斷很多ETF的選擇。特斯拉將在上海啓動一個超大型的電池廠，並計劃年產Megapack電池1萬臺，特斯拉稱，一臺Megapack電池儲量的能量平均爲3600一個家庭提供電一小時，那麼很好簡單的數據了，如果產品能有1萬臺，那麼能提供多少家庭的供電？當然更重要的是，馬克看中的儲能爲什麼也是接下來投資市場，需要要熱切注意的地方？另外，跟進下富邦滬深港高股息(3190)、以及富邦臺灣半導體(3076)，前者六月中派消息！一年了，表現超班。0:00 節目開始1:03 Tesla(TSLA)上海建超儲能工廠/電池是儲能的一部分5:08 儲能迎面而來要求挽張機遇，馬斯克看中的背後原因10:43 儲能應用是很大廣泛/全球儲能市場預測期延長15:38 全球電池儲能需求/電池儲能技術種類21:03 亞洲電池及儲能科技指數，大中華地區、韓國、日本，誰更強24:52 成份股今年首季表現現寧德時代(300750) <a href=\"https://laohu8.com/S/300750\">$寧德時代(300750)$</a> 27:52 最新十大持股/富邦亞洲電池能源ETF(3405) <a href=\"https://laohu8.com/S/03405\">$富邦亞洲電池儲能(03405)$</a> 37:03 富邦滬深股息ETF(3190) <a href=\"https://laohu8.com/S/03190\">$富邦滬深港高股息(03190)$</a> 40:08 中特估帶動3190？中國中車(1766)/中移動(0941) <a href=\"https://laohu8.com/S/00941\"></a>","text":"今天有富邦的吳方俊Alan來聊下富邦亞洲電池能源ETF(3405)，主題性的ETF除去了主題以外，其實有很重要的選股送稿，我們請來產品的幕後創作者聊一下，選股票投資總刊，感覺推爾廣知能幫助到大家去判斷很多ETF的選擇。特斯拉將在上海啓動一個超大型的電池廠，並計劃年產Megapack電池1萬臺，特斯拉稱，一臺Megapack電池儲量的能量平均爲3600一個家庭提供電一小時，那麼很好簡單的數據了，如果產品能有1萬臺，那麼能提供多少家庭的供電？當然更重要的是，馬克看中的儲能爲什麼也是接下來投資市場，需要要熱切注意的地方？另外，跟進下富邦滬深港高股息(3190)、以及富邦臺灣半導體(3076)，前者六月中派消息！一年了，表現超班。0:00 節目開始1:03 Tesla(TSLA)上海建超儲能工廠/電池是儲能的一部分5:08 儲能迎面而來要求挽張機遇，馬斯克看中的背後原因10:43 儲能應用是很大廣泛/全球儲能市場預測期延長15:38 全球電池儲能需求/電池儲能技術種類21:03 亞洲電池及儲能科技指數，大中華地區、韓國、日本，誰更強24:52 成份股今年首季表現現寧德時代(300750) $寧德時代(300750)$ 27:52 最新十大持股/富邦亞洲電池能源ETF(3405) $富邦亞洲電池儲能(03405)$ 37:03 富邦滬深股息ETF(3190) $富邦滬深港高股息(03190)$ 40:08 中特估帶動3190？中國中車(1766)/中移動(0941)","images":[{"img":"https://static.tigerbbs.com/07bc49af2a10c81c85c0bb06330d528d","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658736282","isVote":1,"tweetType":2,"object":{"id":"ffc81084e2724601b9aeaafa284ba3dd","tweetId":"658736282","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/ee1070b7243791581592545417/cyO4TS7ksjMA.mp4","poster":"https://static.tigerbbs.com/07bc49af2a10c81c85c0bb06330d528d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658786142,"gmtCreate":1683121724388,"gmtModify":1683121724388,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"htmlText":"🤓","listText":"🤓","text":"🤓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658786142","repostId":"1161273809","repostType":4,"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":687889506,"gmtCreate":1660873317008,"gmtModify":1676536752463,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565560849516206","idStr":"3565560849516206"},"themes":[],"htmlText":"<a 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跌3.77%，這讓不少投資者擔憂，難道反彈沒多久的行情，又要結束了嗎？然而多家機構均看好港股後市行情，外資開啓抄底掃貨模式，南向資金流入，港股ETF交易活躍，多家公司加碼回購股票，這些也預示着港股上漲的行情，還正在路上。外資精準抄底，大舉買入外資機構自11月以來便在港股市場上開啓“瘋狂掃貨”模式。摩根大通在11月耗資近40億港元，加倉了嗶哩嗶哩<a href=\"https://laohu8.com/S/09626\">$嗶哩嗶哩-W(09626)$</a> 、中國平安<a href=\"https://laohu8.com/S/02318\">$中國平安(02318)$</a> 、港交所<a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> 、再鼎醫藥<a href=\"https://laohu8.com/S/09688\">$再鼎醫藥(09688)$</a> 、藥明康德<a href=\"https://laohu8.com/S/02359\">$藥明康德(02359)$</a> 、小鵬汽車","text":"2022年11月以前的港股，可謂是經歷了史詩級熊市，尤其是驚心動魄的十月份，無數只股票慘遭腰斬甚至腳踝斬，恆指直接回到09年金融危機時的水平。好在隨着11月份的到來，國內防疫政策改善，美國加息放緩，房地產支持政策不斷出爐，港股終於迎來絕境重生，截至今天收盤，恆指$恆生指數(HSI)$ 報19450.23點，自10.31以來漲幅33 %。但昨日在公佈新十條優化防控措施後，港股衝高後回落，尾盤跳水，恆指收跌3.22%，恆指科技$恆生科技指數(HSTECH)$ 跌3.77%，這讓不少投資者擔憂，難道反彈沒多久的行情，又要結束了嗎？然而多家機構均看好港股後市行情，外資開啓抄底掃貨模式，南向資金流入，港股ETF交易活躍，多家公司加碼回購股票，這些也預示着港股上漲的行情，還正在路上。外資精準抄底，大舉買入外資機構自11月以來便在港股市場上開啓“瘋狂掃貨”模式。摩根大通在11月耗資近40億港元，加倉了嗶哩嗶哩$嗶哩嗶哩-W(09626)$ 、中國平安$中國平安(02318)$ 、港交所$香港交易所(00388)$ 、再鼎醫藥$再鼎醫藥(09688)$ 、藥明康德$藥明康德(02359)$ 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