LeeKean personal page - To The Moon

LeeKean

LeeKean

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2021-06-02

Like and comment please

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2021-06-01

Good. Like and comment please.

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2021-05-28

Like and comment thanks

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2021-06-23

Nice

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2021-06-11

Need comment

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2021-07-16

Good move

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2021-06-30

Tesla

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2021-06-18

Great

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2021-06-15

Great ariticle, would you like to share it?

@小虎周报:港股周策略：當下，影響行情演繹的外部變量有那些？

2021-06-13

Great

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2021-06-12

Woo

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2021-06-12

Great ariticle, would you like to share it?

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2021-06-26

O

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2021-05-21

Ic

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2021-06-18

Great ariticle, would you like to share it?

@美股研究社:ThoughtWorks已向SEC祕密遞交上市申請，此前獲7.2億美元融資

2021-06-18

Great ariticle, would you like to share it?

@美股研究社:美股大型科技股盤前普跌，其中$蘋果(AAPL)$蘋果跌0.3%，微軟跌0.09%，亞馬遜跌0.23%，谷歌跌0.04%，Netflix跌0.4%，Facebook跌0.27%，特斯拉跌0.17%。熱門中概股美股盤前多數上漲，$拼多多(PDD)$拼多多漲0.66%，京東漲0.83%，百度漲0.13%，嗶哩嗶哩漲0.72%，蔚來漲0.02%，阿里巴巴漲0.15%，36氪漲3.82%。

2021-06-17

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2021-06-13

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2021-06-09

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2021-06-04

Oh...

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166553647","repostId":"166298234","repostType":1,"repost":{"id":166298234,"gmtCreate":1624010050828,"gmtModify":1703826469812,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"ThoughtWorks已向SEC祕密遞交上市申請，此前獲7.2億美元融資","htmlText":"美股研究社消息，據智通財經APP報道，軟件諮詢公司ThoughtWorks週四表示，其母公司Turing Holding Corp已向美國SEC祕密遞交上市申請文件。ThoughtWorks是一家幫助企業實現業務數字化的公司。今年1月，該公司獲得了包括新加坡主權財富基金GIC和德國科技公司西門子在內的投資者7.2億美元的融資，目前該公司的估值爲46億美元。大量公司選擇在近期上市，原因是可以利用疫情期間股市極高的估值和美聯儲寬鬆的貨幣政策。Dealogic的數據顯示，在不到6個月的時間裏，美國今年的IPO總額已經達到1710億美元，超過了2020年全年1680億美元的紀錄。 本文來源：美股研究社，轉載請註明版權","listText":"美股研究社消息，據智通財經APP報道，軟件諮詢公司ThoughtWorks週四表示，其母公司Turing Holding Corp已向美國SEC祕密遞交上市申請文件。ThoughtWorks是一家幫助企業實現業務數字化的公司。今年1月，該公司獲得了包括新加坡主權財富基金GIC和德國科技公司西門子在內的投資者7.2億美元的融資，目前該公司的估值爲46億美元。大量公司選擇在近期上市，原因是可以利用疫情期間股市極高的估值和美聯儲寬鬆的貨幣政策。Dealogic的數據顯示，在不到6個月的時間裏，美國今年的IPO總額已經達到1710億美元，超過了2020年全年1680億美元的紀錄。 本文來源：美股研究社，轉載請註明版權","text":"美股研究社消息，據智通財經APP報道，軟件諮詢公司ThoughtWorks週四表示，其母公司Turing Holding Corp已向美國SEC祕密遞交上市申請文件。ThoughtWorks是一家幫助企業實現業務數字化的公司。今年1月，該公司獲得了包括新加坡主權財富基金GIC和德國科技公司西門子在內的投資者7.2億美元的融資，目前該公司的估值爲46億美元。大量公司選擇在近期上市，原因是可以利用疫情期間股市極高的估值和美聯儲寬鬆的貨幣政策。Dealogic的數據顯示，在不到6個月的時間裏，美國今年的IPO總額已經達到1710億美元，超過了2020年全年1680億美元的紀錄。 本文來源：美股研究社，轉載請註明版權","images":[{"img":"https://static.tigerbbs.com/74e7042e42586abdeedbd674b5931a38","width":"1102","height":"600"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166298234","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166522953,"gmtCreate":1624019092372,"gmtModify":1703826683321,"author":{"id":"3583317091949109","authorId":"3583317091949109","name":"LeeKean","avatar":"https://static.tigerbbs.com/33fe0d40b9d0ae006a7e817c161e5868","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583317091949109","idStr":"3583317091949109"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166522953","repostId":"166565534","repostType":1,"repost":{"id":166565534,"gmtCreate":1624018702228,"gmtModify":1703826671972,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"htmlText":"美股大型科技股盤前普跌，其中<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>蘋果跌0.3%，微軟跌0.09%，亞馬遜跌0.23%，谷歌跌0.04%，Netflix跌0.4%，Facebook跌0.27%，特斯拉跌0.17%。熱門中概股美股盤前多數上漲，<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多漲0.66%，京東漲0.83%，百度漲0.13%，嗶哩嗶哩漲0.72%，蔚來漲0.02%，阿里巴巴漲0.15%，36氪漲3.82%。","listText":"美股大型科技股盤前普跌，其中<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>蘋果跌0.3%，微軟跌0.09%，亞馬遜跌0.23%，谷歌跌0.04%，Netflix跌0.4%，Facebook跌0.27%，特斯拉跌0.17%。熱門中概股美股盤前多數上漲，<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多漲0.66%，京東漲0.83%，百度漲0.13%，嗶哩嗶哩漲0.72%，蔚來漲0.02%，阿里巴巴漲0.15%，36氪漲3.82%。","text":"美股大型科技股盤前普跌，其中$蘋果(AAPL)$蘋果跌0.3%，微軟跌0.09%，亞馬遜跌0.23%，谷歌跌0.04%，Netflix跌0.4%，Facebook跌0.27%，特斯拉跌0.17%。熱門中概股美股盤前多數上漲，$拼多多(PDD)$拼多多漲0.66%，京東漲0.83%，百度漲0.13%，嗶哩嗶哩漲0.72%，蔚來漲0.02%，阿里巴巴漲0.15%，36氪漲3.82%。","images":[{"img":"https://static.tigerbbs.com/920874c0a5b0155925775c5a1dcc4e4c","width":"500","height":"313"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166565534","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163798710,"gmtCreate":1623892859630,"gmtModify":1703822708992,"author":{"id":"3583317091949109","authorId":"3583317091949109","name":"LeeKean","avatar":"https://static.tigerbbs.com/33fe0d40b9d0ae006a7e817c161e5868","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583317091949109","idStr":"3583317091949109"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163798710","repostId":"1191044253","repostType":4,"isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187037761,"gmtCreate":1623729625653,"gmtModify":1704209789100,"author":{"id":"3583317091949109","authorId":"3583317091949109","name":"LeeKean","avatar":"https://static.tigerbbs.com/33fe0d40b9d0ae006a7e817c161e5868","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583317091949109","idStr":"3583317091949109"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187037761","repostId":"187003593","repostType":1,"repost":{"id":187003593,"gmtCreate":1623728043709,"gmtModify":1704209753802,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"港股周策略：當下，影響行情演繹的外部變量有那些？","htmlText":"&nbsp;港A市場主要指數在5月底的拉昇後，近期出現微幅盤整消化，大致屬於可接受的範疇，因爲本身未改變衝擊歷史高位的趨勢。以季度爲窗口觀察，在歷經美債波動危機的波折後，恆指Q2已重回漲勢（+1.6%），年初至今漲幅達5.9%，仍然屬於不錯的表現。 5月中旬我們曾在<a href=\"https://static.tigerbbs.com/20704d52812f9142500c7b95bf3700f2\" target=\"_blank\">《中資股來之不易的窗口期》20210517</a>中提出在目前國內低增長、低通脹壓力；海外流動性穩定的情形下，港/A市場更具性價比。繼續向前看，這些影響港A市場行情演繹的外部變量，其影響邏輯及參考性究竟如何，或許是投資者更關心的。 &nbsp;影響港A市場行情演繹的主要外部宏觀變量：人民幣匯率、國際油價、清晰的貨幣政策等 1.人民幣的升貶值預期直接影響投資者對中國權益資產的配置意願。作爲對衝人民幣升值的工具手段，6月15日開始，外匯存款準備金正式上調，以及眼下美國的復甦，都加大了人民幣從單邊上揚轉向強勢盤整的可能，相應的，人民幣對市場的影響也可能由催化轉爲託舉。相反，這個邏輯的風險在於美國過快地釋放加息預期，帶來全球緊縮潮。 2.市場所關心的輸入型通脹壓力，往往由原材料價格上漲來傳導，在大宗商品裏面，原油由於處在產業鏈的上游，影響原材料、商品價格，往往可以給輸入型通脹預期帶來更好的前瞻性參考。例如我們可以注意到，5月中下旬，港A市場的加速上揚，本身就發生在原油價格陷入盤整的時期。這個邏輯如果反過來，原油過快、大幅上揚的階段，也會增大輸入型通脹的壓力，進而帶來貨幣政策收緊的擔憂，從而抑制指數的階段性表現。 3.和美國對於通脹提升的訴求相比，貨幣政策穩定的中國市場更關心產業升級。這也直接影響到了兩地的市場風格。如果說上半年美股是週期價值、成長共舞","listText":"&nbsp;港A市場主要指數在5月底的拉昇後，近期出現微幅盤整消化，大致屬於可接受的範疇，因爲本身未改變衝擊歷史高位的趨勢。以季度爲窗口觀察，在歷經美債波動危機的波折後，恆指Q2已重回漲勢（+1.6%），年初至今漲幅達5.9%，仍然屬於不錯的表現。 5月中旬我們曾在<a href=\"https://static.tigerbbs.com/20704d52812f9142500c7b95bf3700f2\" target=\"_blank\">《中資股來之不易的窗口期》20210517</a>中提出在目前國內低增長、低通脹壓力；海外流動性穩定的情形下，港/A市場更具性價比。繼續向前看，這些影響港A市場行情演繹的外部變量，其影響邏輯及參考性究竟如何，或許是投資者更關心的。 &nbsp;影響港A市場行情演繹的主要外部宏觀變量：人民幣匯率、國際油價、清晰的貨幣政策等 1.人民幣的升貶值預期直接影響投資者對中國權益資產的配置意願。作爲對衝人民幣升值的工具手段，6月15日開始，外匯存款準備金正式上調，以及眼下美國的復甦，都加大了人民幣從單邊上揚轉向強勢盤整的可能，相應的，人民幣對市場的影響也可能由催化轉爲託舉。相反，這個邏輯的風險在於美國過快地釋放加息預期，帶來全球緊縮潮。 2.市場所關心的輸入型通脹壓力，往往由原材料價格上漲來傳導，在大宗商品裏面，原油由於處在產業鏈的上游，影響原材料、商品價格，往往可以給輸入型通脹預期帶來更好的前瞻性參考。例如我們可以注意到，5月中下旬，港A市場的加速上揚，本身就發生在原油價格陷入盤整的時期。這個邏輯如果反過來，原油過快、大幅上揚的階段，也會增大輸入型通脹的壓力，進而帶來貨幣政策收緊的擔憂，從而抑制指數的階段性表現。 3.和美國對於通脹提升的訴求相比，貨幣政策穩定的中國市場更關心產業升級。這也直接影響到了兩地的市場風格。如果說上半年美股是週期價值、成長共舞","text":"港A市場主要指數在5月底的拉昇後，近期出現微幅盤整消化，大致屬於可接受的範疇，因爲本身未改變衝擊歷史高位的趨勢。以季度爲窗口觀察，在歷經美債波動危機的波折後，恆指Q2已重回漲勢（+1.6%），年初至今漲幅達5.9%，仍然屬於不錯的表現。 5月中旬我們曾在《中資股來之不易的窗口期》20210517中提出在目前國內低增長、低通脹壓力；海外流動性穩定的情形下，港/A市場更具性價比。繼續向前看，這些影響港A市場行情演繹的外部變量，其影響邏輯及參考性究竟如何，或許是投資者更關心的。 影響港A市場行情演繹的主要外部宏觀變量：人民幣匯率、國際油價、清晰的貨幣政策等 1.人民幣的升貶值預期直接影響投資者對中國權益資產的配置意願。作爲對衝人民幣升值的工具手段，6月15日開始，外匯存款準備金正式上調，以及眼下美國的復甦，都加大了人民幣從單邊上揚轉向強勢盤整的可能，相應的，人民幣對市場的影響也可能由催化轉爲託舉。相反，這個邏輯的風險在於美國過快地釋放加息預期，帶來全球緊縮潮。 2.市場所關心的輸入型通脹壓力，往往由原材料價格上漲來傳導，在大宗商品裏面，原油由於處在產業鏈的上游，影響原材料、商品價格，往往可以給輸入型通脹預期帶來更好的前瞻性參考。例如我們可以注意到，5月中下旬，港A市場的加速上揚，本身就發生在原油價格陷入盤整的時期。這個邏輯如果反過來，原油過快、大幅上揚的階段，也會增大輸入型通脹的壓力，進而帶來貨幣政策收緊的擔憂，從而抑制指數的階段性表現。 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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187037761","repostId":"187003593","repostType":1,"repost":{"id":187003593,"gmtCreate":1623728043709,"gmtModify":1704209753802,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"港股周策略：當下，影響行情演繹的外部變量有那些？","htmlText":"&nbsp;港A市場主要指數在5月底的拉昇後，近期出現微幅盤整消化，大致屬於可接受的範疇，因爲本身未改變衝擊歷史高位的趨勢。以季度爲窗口觀察，在歷經美債波動危機的波折後，恆指Q2已重回漲勢（+1.6%），年初至今漲幅達5.9%，仍然屬於不錯的表現。 5月中旬我們曾在<a href=\"https://static.tigerbbs.com/20704d52812f9142500c7b95bf3700f2\" 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1.人民幣的升貶值預期直接影響投資者對中國權益資產的配置意願。作爲對衝人民幣升值的工具手段，6月15日開始，外匯存款準備金正式上調，以及眼下美國的復甦，都加大了人民幣從單邊上揚轉向強勢盤整的可能，相應的，人民幣對市場的影響也可能由催化轉爲託舉。相反，這個邏輯的風險在於美國過快地釋放加息預期，帶來全球緊縮潮。 2.市場所關心的輸入型通脹壓力，往往由原材料價格上漲來傳導，在大宗商品裏面，原油由於處在產業鏈的上游，影響原材料、商品價格，往往可以給輸入型通脹預期帶來更好的前瞻性參考。例如我們可以注意到，5月中下旬，港A市場的加速上揚，本身就發生在原油價格陷入盤整的時期。這個邏輯如果反過來，原油過快、大幅上揚的階段，也會增大輸入型通脹的壓力，進而帶來貨幣政策收緊的擔憂，從而抑制指數的階段性表現。 3.和美國對於通脹提升的訴求相比，貨幣政策穩定的中國市場更關心產業升級。這也直接影響到了兩地的市場風格。如果說上半年美股是週期價值、成長共舞","text":"港A市場主要指數在5月底的拉昇後，近期出現微幅盤整消化，大致屬於可接受的範疇，因爲本身未改變衝擊歷史高位的趨勢。以季度爲窗口觀察，在歷經美債波動危機的波折後，恆指Q2已重回漲勢（+1.6%），年初至今漲幅達5.9%，仍然屬於不錯的表現。 5月中旬我們曾在《中資股來之不易的窗口期》20210517中提出在目前國內低增長、低通脹壓力；海外流動性穩定的情形下，港/A市場更具性價比。繼續向前看，這些影響港A市場行情演繹的外部變量，其影響邏輯及參考性究竟如何，或許是投資者更關心的。 影響港A市場行情演繹的主要外部宏觀變量：人民幣匯率、國際油價、清晰的貨幣政策等 1.人民幣的升貶值預期直接影響投資者對中國權益資產的配置意願。作爲對衝人民幣升值的工具手段，6月15日開始，外匯存款準備金正式上調，以及眼下美國的復甦，都加大了人民幣從單邊上揚轉向強勢盤整的可能，相應的，人民幣對市場的影響也可能由催化轉爲託舉。相反，這個邏輯的風險在於美國過快地釋放加息預期，帶來全球緊縮潮。 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