tag:blogger.com,1999:blog-9799951878370419452024-03-16T15:18:17.248+08:00Ali Invest, Ali blog十载投资,路在何方,扎根本土,放眼世界Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.comBlogger665125tag:blogger.com,1999:blog-979995187837041945.post-30730332731242253662024-01-03T16:47:00.002+08:002024-01-03T16:48:48.931+08:002023 年成绩单<p> 2023 年美股标普500及道琼斯指数再创新高,纳斯达克综合指数也接近新高。</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyYn1iq-y4RZ-e7JBYc_KS119M3I337Ud8ooJM3rKx0q10kpua64BACq7n5s_IpEkSLU4vfIEzCg7QjKDlmZhzPi9UcGcSr1aJWeo1yaf1HVM4nU31jvUsHvNRTDzfi9dCL6WAWaaOcSM4CUqDTiU1G5Qtup1SrFB8tub88GS9Ja_jZlBvI9DPeASipCO-/s940/2023%20us%20index.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="788" data-original-width="940" height="268" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyYn1iq-y4RZ-e7JBYc_KS119M3I337Ud8ooJM3rKx0q10kpua64BACq7n5s_IpEkSLU4vfIEzCg7QjKDlmZhzPi9UcGcSr1aJWeo1yaf1HVM4nU31jvUsHvNRTDzfi9dCL6WAWaaOcSM4CUqDTiU1G5Qtup1SrFB8tub88GS9Ja_jZlBvI9DPeASipCO-/s320/2023%20us%20index.jpg" width="320"></a></div><br><p><br></p><p>相信你都看到网络很多2023年股市的分享,如果你投资美股2023年应该回报很美,如果你是投资中港股回报可能又是糟糕的一年。如果你投资在大马科技股也许也不理想,如果你2023年投资大马手套股、房地产股回报接近翻倍。在网络上你都看到很多了。</p><span></span><a href="https://aliinvest.blogspot.com/2024/01/2023.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-37072735684210001222023-12-17T12:06:00.002+08:002023-12-18T05:19:56.390+08:00债券Case study之【Tropicana 丽阳】<p>Tropicana 丽阳机构债券</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgd6TQUk3SI5dH__k1PEHwjwG1vCzoi1VYsgN_7gOZTdA67BqplOhOIZ_SZ9cy6r59RGLK5kEybzYkbUgTpATGCUH4ETjNrmdS38pMjSjigf4TCJkQ6X9sR1p3Z83yPi8gIoIHn_eQ8hiNpAm4INXQOJTcbQaGp08v0hj3iAVDqWzfVyQkvGOLFeziDGYcD" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="496" data-original-width="1321" height="120" src="https://blogger.googleusercontent.com/img/a/AVvXsEgd6TQUk3SI5dH__k1PEHwjwG1vCzoi1VYsgN_7gOZTdA67BqplOhOIZ_SZ9cy6r59RGLK5kEybzYkbUgTpATGCUH4ETjNrmdS38pMjSjigf4TCJkQ6X9sR1p3Z83yPi8gIoIHn_eQ8hiNpAm4INXQOJTcbQaGp08v0hj3iAVDqWzfVyQkvGOLFeziDGYcD" width="320"></a></div><br><br><p></p><p>【Tropicana 丽阳机构】</p><p>丽阳机构由陈志成创办,成立于1979年,并于1992年在马来西亚股票交易所主板上市,深耕40余年锻造大马著名地产品牌。</p><span></span><a href="https://aliinvest.blogspot.com/2023/12/case-studytropicana.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com2tag:blogger.com,1999:blog-979995187837041945.post-50815718064180133082023-09-05T05:21:00.000+08:002023-09-05T05:21:27.693+08:00ASM<p>上个月公布ASM2(前名:ASW 2020)的2023年度派息4.5 sen。比起去年(2022年3.75 sen)增加了0.75 sen。和姐妹基金ASM 早前(4月)公布4.5 sen派息一致,相信来临9月尾ASM3(前名:AS1Malaysia)的派息预计会一致4.5 sen。</p><p>马来西亚最大基金管理公司:国民投资公司(PNB)旗下国民信托投资公司(ASNB),得到人民的热烈欢迎,尤其这几个基金ASB, ASB2, ASB3, ASM, ASM2, ASM3。之所以得到人民欢迎主要几点,</p><p><b>保值</b>:固定价格,买价RM1,将来卖价也是RM1,取回本金。像银行的定期。</p><p><b>亮丽表现</b>:过去基金从未停派息。</p><span></span><a href="https://aliinvest.blogspot.com/2023/09/asm.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-87340953291661074332023-08-24T23:47:00.006+08:002023-09-07T05:16:52.852+08:002023年最受瞩目的IPO - arm<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiT5Fi5d5O75DozApT4B8ZuR5BhJ2jir30GXgTxguKGrYYddLno_Br4znI5dXJtiGRspoYfmMFMWgpNp6YLM-NvO4MN53154XLOOF9KhXQA80XCuKVz01BMQoMW3H6MWVy9rctE3HMf-75pAK_WZYFn2zAgNuNdCYkV3to5S01vknpTqWj47mb5Sy6_Q4LN/s1080/1.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1080" data-original-width="1080" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiT5Fi5d5O75DozApT4B8ZuR5BhJ2jir30GXgTxguKGrYYddLno_Br4znI5dXJtiGRspoYfmMFMWgpNp6YLM-NvO4MN53154XLOOF9KhXQA80XCuKVz01BMQoMW3H6MWVy9rctE3HMf-75pAK_WZYFn2zAgNuNdCYkV3to5S01vknpTqWj47mb5Sy6_Q4LN/s320/1.png" width="320"></a></div><br><p></p>2023年最受瞩目的IPO,市场已经千呼万唤终于出来的arm。1990年苹果公司与Acorn和VLSI 成立Advanced RISC Machines Limited (arm)。arm 是一家英国芯片公司,提供处理器构架设计技术 IA (Instruction Architecture)。精简指令集(RISC)。芯片公司如Broadcom, Qualcomm, Nvidia 等等用其指令集设计处理器芯片。设计完成后交由制造厂(台积电,三星,格罗方德,联电)生产,再与其他零件组合成消费者产品,如iphone,华为手机,HP 手提电脑,Amazon,阿里巴巴的云服务器。<span></span><a href="https://aliinvest.blogspot.com/2023/08/2023ipo-arm.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-70968160008856176072023-08-18T06:16:00.007+08:002023-08-18T06:34:23.620+08:00巴菲特如何空手套白狼<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiY90vZ1jHo9G6nHIDJ3dDt9KVWTSjoZSxrHGhGXnOB918pxqKE2QiFPCdlmQd1h8FAEdi5ZSW-F7sdEunxb2ezsviY71Yh9BcCGHgj6vcJXpMMisUI-mh0LmWsDi29vEyNcHDWqt2JMNbwIa9QghdjokLkGFB8zNlcPy3TnJwIFSPZbyCeoW-O5jWjfkhh" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="843" data-original-width="843" height="240" src="https://blogger.googleusercontent.com/img/a/AVvXsEiY90vZ1jHo9G6nHIDJ3dDt9KVWTSjoZSxrHGhGXnOB918pxqKE2QiFPCdlmQd1h8FAEdi5ZSW-F7sdEunxb2ezsviY71Yh9BcCGHgj6vcJXpMMisUI-mh0LmWsDi29vEyNcHDWqt2JMNbwIa9QghdjokLkGFB8zNlcPy3TnJwIFSPZbyCeoW-O5jWjfkhh" width="240"></a></div><br><p></p><p>每当13F 公布,很多人会留意巴菲特的股票组合,买了什么股票,卖了什么股票。很少人会留意他的债券投资。其实巴菲特不只是股票高手,而看家本领是债券。Ali 之前也分享过许多巴菲特投资债券的精彩故事。</p><span></span><a href="https://aliinvest.blogspot.com/2023/08/blog-post.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-89524580441022155272023-07-19T23:20:00.006+08:002023-07-20T10:14:38.538+08:00 债券Case study之 【AMC】<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjhHrW1PyyBVfsMx-Z4z8uygvQvvQN21GsgFXHKRZ93ny8yMHupocgz1fjsOYatQ6JT0q_W3nwFnwy6Qim3cgmUl3aRahk2_6MeWVqNxy4nB3T1n-mVAQAy45fuOlWsEEcF7X4akv5H8vYZdAvEna63Ec_AOA-nWkvL-iAjynxo_9Cy5zGREg4zDGvM3CDi" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="303" data-original-width="501" height="194" src="https://blogger.googleusercontent.com/img/a/AVvXsEjhHrW1PyyBVfsMx-Z4z8uygvQvvQN21GsgFXHKRZ93ny8yMHupocgz1fjsOYatQ6JT0q_W3nwFnwy6Qim3cgmUl3aRahk2_6MeWVqNxy4nB3T1n-mVAQAy45fuOlWsEEcF7X4akv5H8vYZdAvEna63Ec_AOA-nWkvL-iAjynxo_9Cy5zGREg4zDGvM3CDi" width="320"></a></div><br>如果分析AMC 股票,你可能没有兴趣。但是50% yield 的债券 Case study ,你可能想知道。<p></p><span></span><a href="https://aliinvest.blogspot.com/2023/07/case-study-amc.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-8623148278593276342023-06-10T22:55:00.002+08:002023-06-10T22:55:43.389+08:00【全球最大的数据中心REIT来马了】<div class="xdj266r x11i5rnm xat24cr x1mh8g0r x1vvkbs x126k92a" style="background-color: white; color: #050505; font-family: "Segoe UI Historic", "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px; margin: 0px; overflow-wrap: break-word; white-space-collapse: preserve;"><div dir="auto" style="font-family: inherit;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh9qnG0XPZ65BuXKOQCYUafGJlEXZ3w_zEP1hQiTF7jbch_nzqP8ERFR6qX7RO0vn4rHU-7pVSdvFOiAYfirF6HPUGm1ZZnLwK46E-tGVnvYi2Kr4mJP0kNwvGXo_Xjt-1XQDRHAh3JWwyuzxDBsq9nIsWB_61GO-9ZlHWvLxUoZkMTlkdGVnSLd9EF_A" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="2501" data-original-width="2501" height="240" src="https://blogger.googleusercontent.com/img/a/AVvXsEh9qnG0XPZ65BuXKOQCYUafGJlEXZ3w_zEP1hQiTF7jbch_nzqP8ERFR6qX7RO0vn4rHU-7pVSdvFOiAYfirF6HPUGm1ZZnLwK46E-tGVnvYi2Kr4mJP0kNwvGXo_Xjt-1XQDRHAh3JWwyuzxDBsq9nIsWB_61GO-9ZlHWvLxUoZkMTlkdGVnSLd9EF_A" width="240"></a></div><br><br></div><div dir="auto" style="font-family: inherit;">犹记起Ali 在工作生涯中,经常和群里一位战友在放工后在喝茶晚餐,他是一名在microsoft 里大数据工程师。那时候很多人还没听过这样的数据中心REIT,一般人对REIT 刻板印象就是保守传统的投资。REIT 也有科技股,无论市场兴起什么大数据,云计算,人工智慧AI,5G网络,SaaS,还是物联网 IoT,而数据中心左右逢源都会受惠。</div><span></span></div><a href="https://aliinvest.blogspot.com/2023/06/reit.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com2tag:blogger.com,1999:blog-979995187837041945.post-86158817859501078832023-05-01T08:00:00.017+08:002023-07-15T08:10:07.588+08:00 债券Case study之【Menara ABS】<p><span style="background-color: white; color: #050505; font-family: inherit; font-size: 15px; white-space-collapse: preserve;"></span></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgVraNGhJ3ExdBuHFC3rXWWb9cq2gi6cwUJxJnLuOM7uu2GR0QRMVkXBrtSgyyuSmbf41fZbw0_UghZojqVegMc3z8GaX_XKonuHWB8e2Fx1mpVzc2O0KQxuvwAexc_uO7HNfSBhseHGS5O9Vi63Sy9osVbohG0-27I4Rfp73NJGT1JJTgqGsVHAKNd9khK" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="532" data-original-width="1024" height="166" src="https://blogger.googleusercontent.com/img/a/AVvXsEgVraNGhJ3ExdBuHFC3rXWWb9cq2gi6cwUJxJnLuOM7uu2GR0QRMVkXBrtSgyyuSmbf41fZbw0_UghZojqVegMc3z8GaX_XKonuHWB8e2Fx1mpVzc2O0KQxuvwAexc_uO7HNfSBhseHGS5O9Vi63Sy9osVbohG0-27I4Rfp73NJGT1JJTgqGsVHAKNd9khK" width="320"></a></div><br><span style="background-color: white; color: #050505; font-family: inherit; font-size: 15px; white-space-collapse: preserve;">Menara ABS 回教债券在2023年1月15日到期无法偿还上述债券发生违约 。</span><p></p><div class="x11i5rnm xat24cr x1mh8g0r x1vvkbs xtlvy1s x126k92a" style="background-color: white; color: #050505; font-family: "Segoe UI Historic", "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px; margin: 0.5em 0px 0px; overflow-wrap: break-word; white-space-collapse: preserve;"><div dir="auto" style="font-family: inherit;"><b>*事因*</b></div><div dir="auto" style="font-family: inherit;">TM <span style="font-family: inherit;"><a style="color: #385898; cursor: pointer; font-family: inherit;" tabindex="-1"></a></span>不再续租和迁出Menara TM aka Telekom Tower,导致总值 RM845 mil 的 Menara ABS公司回教债券违约。Menara ABS 是一家由 TM 发起的信托拥有的缴足股本为 2.00 令吉特殊目的公司(SPC)。TM 把4项产业(Menara TM、Menara Celcom、TM Taman Desa 和 TM Cyberjaya)转到Menara ABS 名下,然后把它们证券化发行回教债券,从此TM 获得 RM 1bil 资金。</div></div><div class="x11i5rnm xat24cr x1mh8g0r x1vvkbs xtlvy1s x126k92a" style="background-color: white; color: #050505; font-family: "Segoe UI Historic", "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px; margin: 0.5em 0px 0px; overflow-wrap: break-word; white-space-collapse: preserve;"><div dir="auto" style="font-family: inherit;"><span></span></div></div><a href="https://aliinvest.blogspot.com/2023/05/case-studymenara-abs.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-45620799365617023962023-04-23T08:00:00.015+08:002023-07-15T08:24:34.346+08:00 债券Case study之【Cypark】<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhlTrRkK2VH2PNncjsAIxrqEKsAvESuiw0e7ouKfCV8zPg6nh7uGDBF-hP3vzrc60-9N9B9Kdku65tOiJm7qVzLr8tiqfwvAnM8tOPtO_hoqcHdsFKlbDabLBlxJgOfxjfkCxvEOvTQjSJjnPieKZoCAZwRl236FDU89RRexuqjPcpc-fBnt_XFxCPCN-xN/s1200/cypark.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="800" data-original-width="1200" height="213" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhlTrRkK2VH2PNncjsAIxrqEKsAvESuiw0e7ouKfCV8zPg6nh7uGDBF-hP3vzrc60-9N9B9Kdku65tOiJm7qVzLr8tiqfwvAnM8tOPtO_hoqcHdsFKlbDabLBlxJgOfxjfkCxvEOvTQjSJjnPieKZoCAZwRl236FDU89RRexuqjPcpc-fBnt_XFxCPCN-xN/s320/cypark.jpg" width="320"></a></div><br><div class="separator" style="clear: both; text-align: center;"><br></div><span style="background-color: white; color: #050505; font-family: inherit; font-size: 15px; white-space-collapse: preserve;">CYPARK 债券去年因为一些小插曲导致债券价格下跌至$94,数月后事情淡化,债券价格回升至Par value,甚至溢价。</span><p></p><div class="x11i5rnm xat24cr x1mh8g0r x1vvkbs xtlvy1s x126k92a" style="background-color: white; color: #050505; font-family: "Segoe UI Historic", "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px; margin: 0.5em 0px 0px; overflow-wrap: break-word; white-space-collapse: preserve;"><div dir="auto" style="font-family: inherit;"><b>*事因*</b></div><div dir="auto" style="font-family: inherit;"><span style="font-family: inherit;"><a style="color: #385898; cursor: pointer; font-family: inherit;" tabindex="-1"></a></span>去年(2022),网络论坛开始流传说Cypark 将是下一个世霸(SERBADK),然后一传十,十传百。主要是世霸的假账风云震撼整个大马股市,让投资者杯弓蛇影,纷纷害怕手上的投资会化为乌有。被称“下一个世霸”的CYPARK股票和债券齐跌。</div><span></span></div><a href="https://aliinvest.blogspot.com/2023/04/case-studycypark.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-47314846955877029172023-03-28T04:50:00.001+08:002023-03-28T04:50:28.937+08:003月银行倒闭事件<p>总结下 3月份,《银行倒闭事件》</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmPrvewWMfxFSbTeYiV86m2kngGOT5KRJF-B6vRNbX9LrRVtab6-8SM71M7-jNa3IFsfJIoVfkxdIv1N_h3D-EG05LhCWhgTJI-7wG35pLGNQbE2Zlts8LMkok5Z6XqDllLmZ3p9k3DtG5NqsZg_xMYWL1QwGIJ4bJi_TNYE1l1ZqWp33EcKo6coib2g/s940/1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="788" data-original-width="940" height="268" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmPrvewWMfxFSbTeYiV86m2kngGOT5KRJF-B6vRNbX9LrRVtab6-8SM71M7-jNa3IFsfJIoVfkxdIv1N_h3D-EG05LhCWhgTJI-7wG35pLGNQbE2Zlts8LMkok5Z6XqDllLmZ3p9k3DtG5NqsZg_xMYWL1QwGIJ4bJi_TNYE1l1ZqWp33EcKo6coib2g/s320/1.png" width="320"></a></div><br><p>首先,3月9日,美国一家小型银行 Silvergate 宣布倒闭。</p><p>次日,3月10日,另一家比他大几十倍,美国第16大银行,Silicon Valley Bank (SVB) 硅谷银行也发生济提,紧接着宣布倒闭。成为美国历史上第二大银行倒闭事件。</p><p>两天之后,3月12日,美国第20大银行Signature Bank 也宣布倒闭。</p><p>短短一周之内,发生3家银行倒闭,让市场恐慌,掀起了一场波澜壮阔的倒闭危机。在接下来的几天里,全球股市出现了大幅下跌的情况,多家银行的股价也大幅下挫。</p><p><span></span></p><a href="https://aliinvest.blogspot.com/2023/03/3.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com1tag:blogger.com,1999:blog-979995187837041945.post-8003576011010986702022-12-21T08:51:00.002+08:002023-01-01T19:20:57.538+08:002022年成绩单<p>踏入12月意味着2022年快要结束了。Ali 提早做2022年投资检阅,那么圣诞和年终假期可以陪家人。</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgiHesPyBLtJ706iUGuHzd-7NAeYRfcfr06srjrZyPkkh_A54JtgFiX_K0DzgXCtppZDmAbrQmgrSCEOiCSyL0gN1VwAMGUMCwHm3nYBn_aNC6TvT84FPUnhnlmXyeW4PhtdfZrV3EJg65pO4u-lZb4-gv08NgpMXq_sHQNRjY0LxS51sTSk2b0GHchwg" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="788" data-original-width="940" height="240" src="https://blogger.googleusercontent.com/img/a/AVvXsEgiHesPyBLtJ706iUGuHzd-7NAeYRfcfr06srjrZyPkkh_A54JtgFiX_K0DzgXCtppZDmAbrQmgrSCEOiCSyL0gN1VwAMGUMCwHm3nYBn_aNC6TvT84FPUnhnlmXyeW4PhtdfZrV3EJg65pO4u-lZb4-gv08NgpMXq_sHQNRjY0LxS51sTSk2b0GHchwg" width="286"></a></div><br><p></p><div>(updated)</div><b><span></span></b><a href="https://aliinvest.blogspot.com/2022/12/2022.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com4tag:blogger.com,1999:blog-979995187837041945.post-54215075348510527172022-12-15T09:45:00.000+08:002022-12-15T09:45:49.125+08:00「债券为王」来临了<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgy1_p6Yr_y7cefhyK0gRciBwJSxKBs0HN7EDPHtnJo41nZTF3ksuWUp4BDEL9qIiGQDsI2jc9G9e5zBHsSaUeOu39o0aVA_UbUWuTRXI7KOWEzrqNq_q3aRrgh8DKJLcZatZ3JyUDz9185PqvoUEQpVOhO7RJBL84vK59x2YWur-pDYuT-pXD2O00fEA/s1080/economic%20clock%202.jpeg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="701" data-original-width="1080" height="208" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgy1_p6Yr_y7cefhyK0gRciBwJSxKBs0HN7EDPHtnJo41nZTF3ksuWUp4BDEL9qIiGQDsI2jc9G9e5zBHsSaUeOu39o0aVA_UbUWuTRXI7KOWEzrqNq_q3aRrgh8DKJLcZatZ3JyUDz9185PqvoUEQpVOhO7RJBL84vK59x2YWur-pDYuT-pXD2O00fEA/s320/economic%20clock%202.jpeg" width="320"></a></div><br><p></p><p style="text-align: center;">美林时钟-经济周期4阶段:</p><p style="text-align: center;">“衰退、复苏、过热、滞胀”</p><p style="text-align: center;"><span></span></p><a href="https://aliinvest.blogspot.com/2022/12/blog-post.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-62476301606411715642022-09-28T14:35:00.000+08:002022-09-28T14:35:40.998+08:00投资美股有觉好瞓(睡觉)<p>在新加坡/大马有很多人不买美股,其中一个原因是交易美股要熬夜。熬夜伤身,对女生皮肤不好,等等坏处。不用怕了,现在辉立证券本地第一家推出在亚洲时段提供美股交易,让我们交易美股再也不用再熬夜了。</p><p><br></p><p>这新功能称为US Asian Hours (简称USAH),在新加坡/大马时间早上9:00 am 开始可交易,至下午5:00 pm。然后,你还可以在美国的pre-market 及regular hour常规时间继续交易。现在交易美股可以(flexible)灵活多了。</p><p style="text-align: center;"><span id="docs-internal-guid-7aef00ad-7fff-2447-2789-eac3ed150668"><span style="font-family: SimSun; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; height: 259px; overflow: hidden; width: 602px;"><img height="259" src="https://lh5.googleusercontent.com/dbxnhBon1_EdVWXqrsRKVwGWeiPqg764K4uJt30KiXtClhkAxYbu9m73otJ8dYfYUk434Tos1NzJ601qlStewjvJ8a5itzN8WsHrFZXJWsMNmHqOdqQ2YoAJatwO8dDIC560_BI-RH6CV2mEWl_7pSkkpkly-UxQ-IXcEIc_aLHmTn4usbDlJUVAqg" style="margin-left: 0px; margin-top: 0px;" width="602"></span></span></span></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXKJSJXq4ak0BO6KWe23GrsH84xGk7npMCkqg_WXf-sqqyd6sqm46-TPvwCGIzaC1R2IYZd7UEyErCDaA4YX9FMUNgVhwxC9BHzRlEEfJbK7v70FfLjMuTZX8VUofri840udLNiP3K2cB4SE8u_4isG3L2iA1qWIbdR_dDoMmIa5ySnH3l31pnNlzTAw/s1100/UAH1.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="283" data-original-width="1100" height="103" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXKJSJXq4ak0BO6KWe23GrsH84xGk7npMCkqg_WXf-sqqyd6sqm46-TPvwCGIzaC1R2IYZd7UEyErCDaA4YX9FMUNgVhwxC9BHzRlEEfJbK7v70FfLjMuTZX8VUofri840udLNiP3K2cB4SE8u_4isG3L2iA1qWIbdR_dDoMmIa5ySnH3l31pnNlzTAw/w400-h103/UAH1.png" width="400"></a></div><br><span></span><a href="https://aliinvest.blogspot.com/2022/09/blog-post.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-49047382974647148552022-09-20T12:44:00.000+08:002022-09-20T12:44:27.838+08:00新型图表:雨滴图表 (Raindrop chart)<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGNoYOUgay0PcWdiXI6o43dzQLhESFy_VJqUufROk10_jEjKrEmazTQuKYRrm-UFcDicE8tMdofagOaOEMbeRCNty4zH4uRyJJ_lQd0N4xwZvgkKYC5jxO099ZkeO8SCI0clgF8a5k9B2MMZiXx6kUcLgLxtUpfngzpCBCjFwYgCUTaOhdzuabntZpQ/s1650/raindrop.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1238" data-original-width="1650" height="300" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGNoYOUgay0PcWdiXI6o43dzQLhESFy_VJqUufROk10_jEjKrEmazTQuKYRrm-UFcDicE8tMdofagOaOEMbeRCNty4zH4uRyJJ_lQd0N4xwZvgkKYC5jxO099ZkeO8SCI0clgF8a5k9B2MMZiXx6kUcLgLxtUpfngzpCBCjFwYgCUTaOhdzuabntZpQ/w400-h300/raindrop.jpg" width="400"></a></div><br><p>使用技术面的朋友,大部分是用“蜡烛”型图表。当前最受欢迎的图表是:</p><p>● Traditional Japanese Candlesticks</p><p>● Hollow Candlesticks</p><p>● Heikin Ashi</p><p>● Renko</p><p>现在有一款新型图表,叫「雨滴图表」(Raindrop chart)。这款图表远看与蜡烛图表很相似,zoom in 近看就很大分别。「雨滴图表」主要是针对大部分技术图表的盲点,“量”(volume)。很多量价技术派朋友会嵌入“量”图,但是,只是根柱子型的Histogram 图表无法有效表达市场情绪。「雨滴图表」是由TrendSpider 的联合创办人Ruslan Lagutin 针对这些痛点改良发明。</p><span></span><a href="https://aliinvest.blogspot.com/2022/09/raindrop-chart.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-82171537232547479122022-09-16T23:05:00.001+08:002023-08-20T17:24:21.712+08:00High yield bond / 垃圾债券<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEih7c3hvDFIfUqLoTcI0yVRtAfyHE1mcB22r0OVDaW4bOCHa1TTdcZXoLI2FvVKusuwVYVF4gq3zC3sHb8rFhwifVz62GY3ZwbwddwX4fqhxZCCoG9Ol66iXBdjbCBfgI_1HqctDFZ0xLbwpuOyBXyi6o8S4FYie5HF8Pum6XiMO4tSc03Yr2uDKE57PA/s984/Credit-rating-agency.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="606" data-original-width="984" height="246" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEih7c3hvDFIfUqLoTcI0yVRtAfyHE1mcB22r0OVDaW4bOCHa1TTdcZXoLI2FvVKusuwVYVF4gq3zC3sHb8rFhwifVz62GY3ZwbwddwX4fqhxZCCoG9Ol66iXBdjbCBfgI_1HqctDFZ0xLbwpuOyBXyi6o8S4FYie5HF8Pum6XiMO4tSc03Yr2uDKE57PA/w400-h246/Credit-rating-agency.jpg" width="400"></a></div><br><p>在债券里,分两大类,1: 投资级别债券;2: 非投资级别债券。</p><br>今天Ali 就分享有关债券最大错误迷思,“非投资级别债券”,别称“High yield bond / 高收益债券”,最烂的名称“Junk bond / 垃圾债券”。从名称“垃圾债券”,普通人直觉就是死亡边缘的公司,一文不值,投资者应该避之则吉。<br><br>在1980年代之前没有“垃圾债券”一词,当时只是称为“低级债券” (low grade bond) 或“堕落天使” (fallen angels)。 那时保险业是非投资级别公司融资唯一途径,然而一个人的出现动了他们的乳酪,失去大量的商业利益。这就是金融界和保险业首次引用“垃圾债券”一词在非投资级别债券的原因。他们试图以这个令人讨厌、惧怕的标签,去误导投资者投资高收益债券有多可怕、多危险,为了阻止高收益债券市场的发展!<span></span><a href="https://aliinvest.blogspot.com/2022/09/high-yield-bond.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-26836634454303558692022-09-02T16:47:00.003+08:002022-09-10T05:20:59.856+08:00别人投资这个监狱亏一半,Ali 却赚了双位数<p> 话说“<b>监狱</b>”成为最近热门话题。。。</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXTw2luvybn9S1BBKgbtGTAJYzZEILYukeaQLoOzUkAXbfllhzXekMXhNJtuvBLwabriGrmJcC2kqphp1MzZEKJYrAcSoAXphismq9KKW7lDQbMR5o5EaSu91JAbFB4HcFQ1fGHuJSUoPDS_pUkGa669SZLnnk_-5Iwdi8z_c2hAxeEYZ-8XCQlLizlA/s510/Anwar-Ibrahim-and-Najib-Razak-Tips-To-Survive-In-Prison.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="340" data-original-width="510" height="213" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXTw2luvybn9S1BBKgbtGTAJYzZEILYukeaQLoOzUkAXbfllhzXekMXhNJtuvBLwabriGrmJcC2kqphp1MzZEKJYrAcSoAXphismq9KKW7lDQbMR5o5EaSu91JAbFB4HcFQ1fGHuJSUoPDS_pUkGa669SZLnnk_-5Iwdi8z_c2hAxeEYZ-8XCQlLizlA/s320/Anwar-Ibrahim-and-Najib-Razak-Tips-To-Survive-In-Prison.jpg" width="320"></a></div><div><br></div><p>23/8/2022,纳吉的SRC 案件终极上诉,联邦法院最终判决上诉失败,即入狱12年和罚款2.1 亿令吉。</p><p>1/9/2022,纳吉夫人,罗斯马在砂拉越学校太阳能供电案全部三项贪污罪罪名成立,高庭判处罗斯玛入狱10年,罚款9亿7000万令吉。</p><p>说完国内新闻,Ali 来谈谈投资。。。</p><p>16/8/2022,电影「大卖空」主角原型贝瑞(Michael Burry) 旗下的Scion Asset Management资产管理公司在第2季出清了11档美股,唯一留下的一档股票,是经营私人监狱的Geo集团。</p><p>“你有没有想过投资监狱?”,“监狱公司” 听起来,你有没有觉得很奇葩?</p><span></span><a href="https://aliinvest.blogspot.com/2022/09/ali.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-63411138430352097902022-07-22T13:51:00.002+08:002022-07-22T13:51:53.529+08:00Services Corporation International (SCI) 是什么公司?<p><span style="background-color: white; color: #050505; font-family: inherit; font-size: 15px; white-space: pre-wrap;"></span></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhB0FRohzgiucAluoBzF-_psj3Hj18G7U8z9IECYs94chUI9ohPI_Ao7HYGxCprr1_u09_qgMFrJEUj9Mo0X0LVITeRziTSObeWfCiEaihKGeAptTKzo6hXPKAdXGDE6qpj-X513hIe8MKUMV9kCGqn1P6p8It7rNeuhv48QyK67pwPwsElMC3_cR5l4A/s615/Screenshot%202022-07-22%20061727.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="615" data-original-width="553" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhB0FRohzgiucAluoBzF-_psj3Hj18G7U8z9IECYs94chUI9ohPI_Ao7HYGxCprr1_u09_qgMFrJEUj9Mo0X0LVITeRziTSObeWfCiEaihKGeAptTKzo6hXPKAdXGDE6qpj-X513hIe8MKUMV9kCGqn1P6p8It7rNeuhv48QyK67pwPwsElMC3_cR5l4A/s320/Screenshot%202022-07-22%20061727.png" width="288"></a></div><br>恭喜!SCI 今天全场唯一($10b以上)创新高股票。 去年群里 股友介绍这支股票,公司生意在大通膨,滞胀,经济衰退的环境下 勇往前进。年年派息没停过,股息还增加19%,劲!值得关注的一家公司。<p></p><div class="kvgmc6g5 cxmmr5t8 oygrvhab hcukyx3x c1et5uql ii04i59q" style="background-color: white; color: #050505; font-family: "Segoe UI Historic", "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px; margin: 0px; overflow-wrap: break-word; white-space: pre-wrap;"><div dir="auto" style="font-family: inherit;">Services Corporation International (SCI) 是什么公司?做什么生意?</div><span></span></div><a href="https://aliinvest.blogspot.com/2022/07/services-corporation-international-sci.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-41405667017185649162022-06-05T14:40:00.000+08:002022-06-05T14:40:22.660+08:00你喜欢股息吗?DY 12% vs DY 1%,你会选哪个?<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWRg74bL3X5zrc53X1SRDWfxRPcyZ2fNHSTUFZXoDbcYpjCyEUbq3QL4CrgUlyDhr45z6br0KA_sw44QXlgt9ok0ytCz77rIXAdMd1jyMSlQNqA54EYhXAojRtlyVAOPCjYaAw54aU6BDAJS288bY1RblycvL_1Zw8UI5kkxbtbCvM91GCT-iFZNvbIA/s750/div%20cover.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="421" data-original-width="750" height="180" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWRg74bL3X5zrc53X1SRDWfxRPcyZ2fNHSTUFZXoDbcYpjCyEUbq3QL4CrgUlyDhr45z6br0KA_sw44QXlgt9ok0ytCz77rIXAdMd1jyMSlQNqA54EYhXAojRtlyVAOPCjYaAw54aU6BDAJS288bY1RblycvL_1Zw8UI5kkxbtbCvM91GCT-iFZNvbIA/s320/div%20cover.jpg" width="320"></a></div><br>你喜欢股息吗?<p></p><p>肯定大部分的你回答是“喜欢”。</p><p><br></p><p>那么第二道问题是一只<b>X股DY=12%</b> vs 另一只<b>Y股DY=1%</b>,</p><p>你会选哪个?</p><span></span><a href="https://aliinvest.blogspot.com/2022/06/dy-12-vs-dy-1.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-38068264581538490052022-05-29T16:08:00.000+08:002022-05-29T16:08:01.198+08:00你知道美国有多少家上市公司吗?<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgA32CdkV5EVyr6MDCgAKlT9PZuoDlaIoVTuWDCWxqTuFATskkexS81lJEDDhLJSTpm5Mfk4pF8RTE1H5NTNyIJoO1blCh0w8c6sjx6jznthDI44AOIjrocFOVagRzXn_-V6XRR4AwF8CJOw15vCRwGV8tJ-MMj1wQaQQlAvQd6uR9_wioSPUSPsJEDfQ/s992/USStocks_0604_large.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="744" data-original-width="992" height="240" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgA32CdkV5EVyr6MDCgAKlT9PZuoDlaIoVTuWDCWxqTuFATskkexS81lJEDDhLJSTpm5Mfk4pF8RTE1H5NTNyIJoO1blCh0w8c6sjx6jznthDI44AOIjrocFOVagRzXn_-V6XRR4AwF8CJOw15vCRwGV8tJ-MMj1wQaQQlAvQd6uR9_wioSPUSPsJEDfQ/s320/USStocks_0604_large.jpg" width="320"></a></div><br>许多人低估了在美国交易的股票数量,在美股一共20,914 支股票可以交易。<p></p><p>以下是美国交易所的股票数量:</p><div ccp_infra_copy_id="98fc2bef-bd09-45a4-9ffb-36816fab75c0" ccp_infra_timestamp="1653804942912" ccp_infra_user_hash="622424422" ccp_infra_version="3" data-ccp-timestamp="1653804942912"><table style="border-collapse: collapse; width: 128px;"><colgroup><col span="2" style="width: 48pt;" width="64"></colgroup><tbody><tr height="20" style="height: 15pt;"><td height="20" style="border: none; font-family: Calibri, sans-serif; font-size: 11pt; height: 15pt; padding-left: 1px; padding-right: 1px; padding-top: 1px; vertical-align: bottom; white-space: nowrap; width: 48pt;" width="64">NYSE</td><td align="right" style="border: none; font-family: Calibri, sans-serif; font-size: 11pt; padding-left: 1px; padding-right: 1px; padding-top: 1px; vertical-align: bottom; white-space: nowrap; width: 48pt;" width="64">3948</td></tr><tr height="20" style="height: 15pt;"><td height="20" style="border: none; font-family: Calibri, sans-serif; font-size: 11pt; height: 15pt; padding-left: 1px; padding-right: 1px; padding-top: 1px; vertical-align: bottom; white-space: nowrap;">NASDAQ</td><td align="right" style="border: none; font-family: Calibri, sans-serif; font-size: 11pt; padding-left: 1px; padding-right: 1px; padding-top: 1px; vertical-align: bottom; white-space: nowrap;">4101</td></tr><tr height="20" style="height: 15pt;"><td height="20" style="border: none; font-family: Calibri, sans-serif; font-size: 11pt; height: 15pt; padding-left: 1px; padding-right: 1px; padding-top: 1px; vertical-align: bottom; white-space: nowrap;">AMEX</td><td align="right" style="border: none; font-family: Calibri, sans-serif; font-size: 11pt; padding-left: 1px; padding-right: 1px; padding-top: 1px; vertical-align: bottom; white-space: nowrap;">568</td></tr><tr height="20" style="height: 15pt;"><td height="20" style="border: none; font-family: Calibri, sans-serif; font-size: 11pt; height: 15pt; padding-left: 1px; padding-right: 1px; padding-top: 1px; vertical-align: bottom; white-space: nowrap;">OTC market</td><td align="right" style="border: none; font-family: Calibri, sans-serif; font-size: 11pt; padding-left: 1px; padding-right: 1px; padding-top: 1px; vertical-align: bottom; white-space: nowrap;">12,297</td></tr></tbody></table></div><p><span></span></p><a href="https://aliinvest.blogspot.com/2022/05/blog-post.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-55256333081969854492022-04-09T14:49:00.001+08:002022-04-09T14:50:42.215+08:00回顾投资 数据中心Data center<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGbDFS0VGttTzwcAyf1e2ukmdmvX95JWGmHez7E_Ze7JSgJGbaIfZXgdMl4cl0QuEBhxC6CWB78GyZTnLyBRNa113rjTsYcGVNWUHd10bfkQqDMvIlNrqu-Hwzn3tmSb-J3Tun84846iv7LBBjpf6AN09HDFwLpJ-gD9Vn_wNLj6nA3g4Ip2iYKkxccQ/s939/Data%20center.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="427" data-original-width="939" height="146" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGbDFS0VGttTzwcAyf1e2ukmdmvX95JWGmHez7E_Ze7JSgJGbaIfZXgdMl4cl0QuEBhxC6CWB78GyZTnLyBRNa113rjTsYcGVNWUHd10bfkQqDMvIlNrqu-Hwzn3tmSb-J3Tun84846iv7LBBjpf6AN09HDFwLpJ-gD9Vn_wNLj6nA3g4Ip2iYKkxccQ/s320/Data%20center.png" width="320"></a></div><br>相信大家对【数据中心Data center】,不会陌生了。<p></p><p><u>如何发现EQIX?</u></p><p>Ali 在几年前开始研究SaaS,可是本身对软件知识有限,所以研究起来比较吃力。当初2011年只有1百多个SaaS相关的软件,随着时间发展,越来越多SaaS出现了,分类也涵盖更广了。2020年的统计有超过8000多家SaaS 软件公司。由此可见,SaaS 的蓬勃发展。那么多SaaS 公司,当然少不了提供外包Data center服务,比如台积电诞生以前,半导体是没有代工,没有外包。张忠谋成立台积电提供代工,让很多fabless公司省下生产线capex。同样道理 data center 让很多软件、IoT公司省下硬体的capex和维护opex。</p><p>然后顺藤摸瓜,找到EQIX,然后研究和分析。</p><p><br></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEikXrd4CfmPNF3gwK17NJwwrl8dyanC5ScMLJ56GGMgJMwaf3_ozCHPTQuMwF3OGhGZMKJf882P7lzER3TBjh1wHzuHHTutr2a_UM2bAH4Nquy5_5Vhg85WEkZ71KF17JwwmVbtiQ17rIIkt52Vgs-TGhXBIEBNLlGN0-aSO4cjUQygjKh0VAxJM6mb-Q/s755/SaaS%202011-2017.PNG" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="374" data-original-width="755" height="159" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEikXrd4CfmPNF3gwK17NJwwrl8dyanC5ScMLJ56GGMgJMwaf3_ozCHPTQuMwF3OGhGZMKJf882P7lzER3TBjh1wHzuHHTutr2a_UM2bAH4Nquy5_5Vhg85WEkZ71KF17JwwmVbtiQ17rIIkt52Vgs-TGhXBIEBNLlGN0-aSO4cjUQygjKh0VAxJM6mb-Q/s320/SaaS%202011-2017.PNG" width="320"></a></div><p><br></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgF2K4dSLaKk7M2zGrC-YP6Xw3KI90RuyTeWTsyuNuBWdG0-N5UVlqcgpxHyNPzklgmStZ3RNmdZtX5EzmC6NPTmKeI8H0UranwtrGmZiJ2rWQqPQvkzB1D7fNlKw5LiX9hkg3HSAp2xisOXZ17vnSZmoGLjd8ItiDYynRHBtyMaZiWsFaPJr93Zex3fw/s1600/martech-landscape-2011-2020.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="900" data-original-width="1600" height="180" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgF2K4dSLaKk7M2zGrC-YP6Xw3KI90RuyTeWTsyuNuBWdG0-N5UVlqcgpxHyNPzklgmStZ3RNmdZtX5EzmC6NPTmKeI8H0UranwtrGmZiJ2rWQqPQvkzB1D7fNlKw5LiX9hkg3HSAp2xisOXZ17vnSZmoGLjd8ItiDYynRHBtyMaZiWsFaPJr93Zex3fw/s320/martech-landscape-2011-2020.jpg" width="320"></a></div><span></span><a href="https://aliinvest.blogspot.com/2022/04/data-center.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-74272450045058656052022-04-01T16:39:00.002+08:002022-04-02T05:31:33.956+08:002022 年第一季2022年3个月,股市进入熊市,首先中概股从去年已经被杀到遍体鳞伤,跌出价值,也看到好多大师都拾烟蒂,包括蒙格一直买阿里巴巴(BABA)。结果中概股从年头一直跌到2月,跌了40-50%,有的跌更惨。而科技股也是同命相连,一直跌一直跌。<div><br></div><div>看着世界随着病毒慢慢转弱,有望回到以前的“无罩”生活。很多人布局复苏股,如航空股,旅游,赌场,shopping 股。但是复苏股,还是跟随大市一起跌,春天还没有来。</div><div><br></div><div>俄乌爆发战争,美国使出“金融核弹”SWIFT 制裁俄罗斯,虽然威力强大,但是杀敌一千,自损八百。原本起息对金融股利好,金融制裁拖累金融股。</div><div><br></div><div>当股市再下跌,越跌越低,你有没有当要放弃清仓所有股票时,恰恰3月强力反弹。</div><div><div>看到有些人趁着这波熊市2月捞底,赚了40-50%。</div></div><div><br></div><h2 style="text-align: left;">S&P 500</h2><div>第一季首三个月,S&P500 跌-5%,最低是-12%。虽然大市下跌,不是所有股票下跌,共有赢家195,输家310。</div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEikVwWdQoZwmNHz3aI2suIviJTc0LXe2aUUaqxaArzrS-xecof4Ifey6KaqTDQU_nzoLvly7p1_-3ygSlvJbiar9rRYgNWbxqXX3SaYhsrhBkSgGe-skpEDmBX-FUydPt4Suu8KCSgRADrUnqK2AfjwXCoiZ9gauGd9fn8et9UZ2wsjhNR_Ri5ku8IeAA/s722/SP1.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="434" data-original-width="722" height="240" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEikVwWdQoZwmNHz3aI2suIviJTc0LXe2aUUaqxaArzrS-xecof4Ifey6KaqTDQU_nzoLvly7p1_-3ygSlvJbiar9rRYgNWbxqXX3SaYhsrhBkSgGe-skpEDmBX-FUydPt4Suu8KCSgRADrUnqK2AfjwXCoiZ9gauGd9fn8et9UZ2wsjhNR_Ri5ku8IeAA/w400-h240/SP1.png" width="400"></a></div><span></span><a href="https://aliinvest.blogspot.com/2022/04/2022.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-26393431318419770502022-03-10T14:32:00.002+08:002022-03-10T15:30:21.570+08:00如果你错过10天股市最大涨幅日<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh6-RSbbBA2pG0hl2GgQN9fYpwy6YqjCTI0hCByHBAPq49es7CyzkWT9ezOVu04YVylxvsnq_-hBfPRbwdT2BPhLTlltpG3-d19nNcZM9s3W21rpHZmjUcsCbUuGP6dkI5C_KWSZafVinw7ttCediZSqI3gOJZaxt81MR2Arj04X8iOsfIIkphJiXiy-A=s315" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="160" data-original-width="315" height="160" src="https://blogger.googleusercontent.com/img/a/AVvXsEh6-RSbbBA2pG0hl2GgQN9fYpwy6YqjCTI0hCByHBAPq49es7CyzkWT9ezOVu04YVylxvsnq_-hBfPRbwdT2BPhLTlltpG3-d19nNcZM9s3W21rpHZmjUcsCbUuGP6dkI5C_KWSZafVinw7ttCediZSqI3gOJZaxt81MR2Arj04X8iOsfIIkphJiXiy-A" width="315"></a></div><br>具俊晔和大S再婚,他说「听到她离婚的消息,我找到了20多年前的那个号码,联系了她」,并以「已经错过太久的时间不能再浪费」,向大S提议结婚。<p></p><p>八卦新闻讲完了。讲股票啦。他收着前度女友电话号码20年,你有没有收着股票20年吗?</p><p>把结果先说在前面,已经有很多很多研究和数据证明,如果你错过股市里几天最大涨幅日,后果不是很理想。下图是20年S&P500 的全年投资和错过最大涨幅日的比较。在一年里有大概250天交易日,20年大概是5000 天交易日,如果你错过10天最佳涨幅日,几乎少了一半的回报。</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjfQHaoC1M6yRFWapV9rGQQg5MMhEpYGxUVK2zzysSRirTvd4CWLpGLDf4oFdN6OEpeysCwdpk9Yq38cu07tDuyKQPvfFm_B0DHxNo-Ag9tLnhVKijdqJ8M5MBrW86qwEA36MkL8J6DebFQyyt75MHy7qpGEdYjXNpz-54i6aMpYxdN2tSr47Wc7Q_-uQ=s1136" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="852" data-original-width="1136" height="240" src="https://blogger.googleusercontent.com/img/a/AVvXsEjfQHaoC1M6yRFWapV9rGQQg5MMhEpYGxUVK2zzysSRirTvd4CWLpGLDf4oFdN6OEpeysCwdpk9Yq38cu07tDuyKQPvfFm_B0DHxNo-Ag9tLnhVKijdqJ8M5MBrW86qwEA36MkL8J6DebFQyyt75MHy7qpGEdYjXNpz-54i6aMpYxdN2tSr47Wc7Q_-uQ=s320" width="320"></a></div><div><br></div>如果把时间再拉长一点,下图是40年S&P500 的全年投资和错过最大涨幅日的比较。40年大概是1万天交易日,只要你区区错过5天最佳涨幅日,减少了38%回报。错过10天,逾一半的回报。如果40年里再错过50天的话,回报少了93%,让你抱恨终身,你没有多少个40年了。<div><br><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEg6WBduATBUEZ9I1Cr86XdWVizURCA4EzS08PLf1eQ01iCQvIEEsF1xc8k7lq9mW4ZvXItUYtBauVA1WPkfCbe0w8d1rLZ85id1ZEKuXLTY4ABPHTnpnmAIbQehezfyJeMWhdJYi6Vn-xoD_i2TbjZ5zX88EIjhI9XCM0KHD9Ymf_2cLgV3duWNGP0uMQ=s936" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="449" data-original-width="936" height="154" src="https://blogger.googleusercontent.com/img/a/AVvXsEg6WBduATBUEZ9I1Cr86XdWVizURCA4EzS08PLf1eQ01iCQvIEEsF1xc8k7lq9mW4ZvXItUYtBauVA1WPkfCbe0w8d1rLZ85id1ZEKuXLTY4ABPHTnpnmAIbQehezfyJeMWhdJYi6Vn-xoD_i2TbjZ5zX88EIjhI9XCM0KHD9Ymf_2cLgV3duWNGP0uMQ=s320" width="320"></a></div><br><p><span></span></p></div><a href="https://aliinvest.blogspot.com/2022/03/10.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0tag:blogger.com,1999:blog-979995187837041945.post-25719435857644555652022-02-14T09:36:00.001+08:002022-02-14T10:20:11.553+08:00 微软 microsoft 谁与争锋?<div class="separator" style="clear: both; text-align: left;">在电脑软件界里,微软几乎所向无敌,微软的手下败将多不胜数,包括互联网游览器先锋Netscape 网景。还有我们工作常常用的office 软件Word, Excel 都不是微软发明的,微软大家族里几乎没有一个是自家发明的,统统但是抄袭别人的。其实办公室软件鼻祖包括 Lotus123, WordPrefect, dBase。以前Ali 刚刚接触电脑就是学习Lotus123, WordPrefect, dBase,后来微软推出Office 软件,一个个干掉。还有 Borland 的程序编写软件C/C++ 也是败给微软。即使没有被微软打败,经过连场大战后亦元气大伤,包括JAVA 开发软件Sun Microsystems,电脑操作系统 Oracle Solaris,其他AOL, Palm 等等。他们曾经是行业里佼佼者,或先锋先驱者,曾经拥有最多的用户,辉煌的成绩,还是不敌微软。</div><div class="separator" style="clear: both; text-align: left;"></div><div class="separator" style="clear: both; text-align: center;"><p style="text-align: left;"><br></p><p style="text-align: left;">微软称霸天下,即使现在有比较便宜或免费的办公室软件,如WPS, OpenOffice,都动摇不到微软的武林地位。</p><p style="text-align: left;">倚天不出谁与争锋,谁能对抗微软呢?</p><p style="text-align: left;">最近,上映倚天屠龙记,你有看了吗?</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh4oD43-d76GaLC7V-c9DUCO1v8tH8Ms1DhVWnDeId2pjo9fbtfpQWabDYpWycIEA9F82VL6eoVJ5guJFtzsLjSJXWJBToWZ9AbU_Guq8AUkjHpcTKcPIZNYa2rOgAPATl3_B6ukJjdMFsPFaB3n0JEHCrzHM6PQMCYQn1iiBgzS-j6LP15Gk1ejmqQgQ=s858" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="452" data-original-width="858" height="211" src="https://blogger.googleusercontent.com/img/a/AVvXsEh4oD43-d76GaLC7V-c9DUCO1v8tH8Ms1DhVWnDeId2pjo9fbtfpQWabDYpWycIEA9F82VL6eoVJ5guJFtzsLjSJXWJBToWZ9AbU_Guq8AUkjHpcTKcPIZNYa2rOgAPATl3_B6ukJjdMFsPFaB3n0JEHCrzHM6PQMCYQn1iiBgzS-j6LP15Gk1ejmqQgQ=w400-h211" width="400"></a></div></div><div class="separator" style="clear: both; text-align: center;"><br></div><br><span></span><a href="https://aliinvest.blogspot.com/2022/02/microsoft.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com1tag:blogger.com,1999:blog-979995187837041945.post-1482832174467064452022-01-02T17:36:00.005+08:002022-01-06T15:34:29.711+08:002021年成绩单<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgPV86Ya0c-WqNzQ45KISwTq1lSm48hPvXRWXCEmfKPxOsTloMPsJTqxuMNEDiGbty0NMy9TDu93d54BqHjJ1Tz17lVVxvrZ33H52FC76HUr4GGI58wQ_3a6CTm3UfxcpKQpW6FpdzsZb0db8sISYnTuaPTW44zO4Yi0TxEN0jWP7qT-tECIV23ATZ0tQ=s1000" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="563" data-original-width="1000" height="180" src="https://blogger.googleusercontent.com/img/a/AVvXsEgPV86Ya0c-WqNzQ45KISwTq1lSm48hPvXRWXCEmfKPxOsTloMPsJTqxuMNEDiGbty0NMy9TDu93d54BqHjJ1Tz17lVVxvrZ33H52FC76HUr4GGI58wQ_3a6CTm3UfxcpKQpW6FpdzsZb0db8sISYnTuaPTW44zO4Yi0TxEN0jWP7qT-tECIV23ATZ0tQ=s320" width="320"></a></div><br>回望 2021 年,还是主要围绕着COVID-19 事件,好消息是有好几款疫苗被研发成功,越来越多人已经接种疫苗。还有COVID 特效药也被研发了。不过,接二连三出现病毒变种,alpha,beta, delta, omicron 。原本以为人们可以走出疫情,还是被新变种病毒困扰,打乱许多国家的复苏计划。<p></p><span></span><a href="https://aliinvest.blogspot.com/2022/01/2021.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com4tag:blogger.com,1999:blog-979995187837041945.post-4328093178724006482021-12-12T13:23:00.001+08:002021-12-12T13:23:17.611+08:00全球股市板块十年大变化<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgmGEVhUQOJA7JEpJFqd1D86frzVb1L6CnOEVqJofou39eA-tb8D2e6Tn6Kg-Dlg03lPjm9MjbxB6lmn_UTtQ6gQL4OP670PNwp95b1_JrfIWqbigdgVy0kyWGXv0zs9kqFR-Pk2sk94LO_1xwCIrI6jTgMAyv3-Z7SjwI2K10iqdQr3qTRth3dfWEpBA=s2481" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2481" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/a/AVvXsEgmGEVhUQOJA7JEpJFqd1D86frzVb1L6CnOEVqJofou39eA-tb8D2e6Tn6Kg-Dlg03lPjm9MjbxB6lmn_UTtQ6gQL4OP670PNwp95b1_JrfIWqbigdgVy0kyWGXv0zs9kqFR-Pk2sk94LO_1xwCIrI6jTgMAyv3-Z7SjwI2K10iqdQr3qTRth3dfWEpBA=w310-h640" width="310"></a></div><br><p><br></p><h2 style="backface-visibility: hidden; background-color: white; border: 0px; font-family: "Encode Sans Semi Condensed", sans-serif; font-size: 1.8rem; letter-spacing: -0.02em; line-height: 1.4; margin: 10px 0px; overflow: hidden; padding: 0px; vertical-align: baseline; width: 820px;"><span style="vertical-align: inherit;">股票市场板块细分</span></h2><p style="background-color: white; border: 0px; font-family: "Noto Serif", sans-serif; font-size: 1.1rem; line-height: 1.55; margin: 0px 0px 20px; padding: 0px; vertical-align: baseline;"><span style="vertical-align: inherit;"><span style="vertical-align: inherit;">在过去十年中,全球股市板块发生重大变化。</span><span style="vertical-align: inherit;">例如,科技板块的权重几乎翻了一番,而能源板块的权重则缩水了近四分之三。</span></span></p><p style="background-color: white; border: 0px; font-family: "Noto Serif", sans-serif; font-size: 1.1rem; line-height: 1.55; margin: 0px 0px 20px; padding: 0px; vertical-align: baseline;"><span style="vertical-align: inherit;"><span></span></span></p><a href="https://aliinvest.blogspot.com/2021/12/blog-post.html#more">......阅读全文 »»»</a>Alihttp://www.blogger.com/profile/08706470902199529621noreply@blogger.com0