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      "body": "$三足鼎立(TIAA026025)$ $牛二十精选(TIAA026064)$\n\n昨天市场继续扑街，但有个数据很关键，定投倍数马上要到1.4了，历史上最高就是1.4，1.5还没出现过，各位期待一下\n\n另外说个事，最近我发现个现象。\n\nA股各个行业指数，都已经开始和美股大幅背离了。\n\n尤其新能源，A股新能源在暴跌，美股最近却在暴涨。\n\n中证新能源车和纳斯达克新能源（QCLN）的走势，你会发现最近一个月这俩已经背离了超过40%，算是史无前例。\n\n其中纳斯达克新能源暴涨28%，结果中证新能源指数竟然还跌了15%。\n\n\n\n而在此之前，这俩走势还是高度一致的，甚至说是一起肩并肩~~\n\n\n\n那到底是什么原因，导致双方分道扬镳。\n\n是外资跑了么？\n\n首先外资确实在流出，仅就新能源方面，近两个月外资持股数，就从84亿降低到了68亿。\n\n\n\n外资持股，wind\n\n但单独看个股的话，也有变化，比如宁德时代的外资持股数量，减了10%左右，但相比22年跑路式清盘这种，真是小巫见大巫。\n\n\n\n第二是内资疲软，最新股票基金和混合型基金份额，分别是2.58万份和3.58万份，这个数据已经一个月没有任何增长。\n\n说明公募没有增量资金了，而新能源又是前三大重仓配置的行业之一，因此导致新能源的买盘不足。\n\n第三就是整个行业都在下跌，上游碳酸锂价格暴跌，说明市场对电动车电池行业的需求在减弱，包括竞争对手三星和LG化学今年表现也同样不佳。\n\n……\n\n其实新能源只是A股的一个缩影，最近一个月北向资金累计净流出为357亿，单月流出在历史上都能排得上号。\n\n因此除去新能源，其他板块也一样是大幅跑输美股。\n\n且不仅是美股，我们被其他股市也全方位压制。\n\n如图，是日股、美股、欧股各行业近一个月的走势，几乎所有行业板块表现都比A股更好。\n\n\n\n而背离最大的五个板块，是：房地产，工业，材料，科技，金融，一个月平均跑输20%左右。\n\n房地产情况特殊尚能理解，机构基本都撤得七七八八了。\n\n但工业、材料、科技这么能跌，是有点没底线的…\n\n……\n\n我觉得吧，目前我们房地产下行，带来的经济下行，已经严重影响到外资、市场的宏观信心了。\n\n同样一个股票，你在A股的，基本都比别的公司估值低。\n\n以前我们还只说银行地产估值低，是特色估值体系，而现在是全方位低。\n\n就拿新能源举例：\n\n国内：宁德时代14PE，海外：LG化学21PE；\n\n国内：阳光电源13PE，海外：ENOH29PE；\n\n国内：隆基绿能9PE，海外：第一太阳能38PE，阳光动力17PE。\n\n但说实话，新能源这个产业链，中国公司是一点都不输，不管是技术，成本，还是盈利能力。\n\n只要这些公司正儿八经运作不作死，大概率上说，未来股价表现会比海外同行强。\n\n……\n\n我吧，喜欢和海外对比，是因为海外代表更合理的公允定价，而国内更像小孩子，情绪起起伏伏。\n\n之前雪球里我的观点也有提过，22年下半年后国内新能源指数风险高于海外，结果也验证了。\n\n\n\n但现在情况完全反了过来，现在市场对于国内的一些资产似乎有点过于悲观。\n\n比如新能源，普遍干到10-15PE之间的位置，价格低于海外不少。\n\n后续中证新能，能不能跑赢海外新能，至少我感觉还是有挺大机会的。\n\n...........\n\n1、俞敏洪宣布，董宇辉升任董事长助理，兼任新东方文旅集团副总裁，孙这波敲打董宇辉，结果换来了董升值加薪，自己还弄丢饭碗，悲催。由于目前董宇辉接受了新报价和职位，也就意味着暂时不会走了，今天股价意外大涨。\n\n2、李斌亲自实测蔚来ET7，实现1044公里，虽为了让续航最大化，高速全程仅平均75KM/H，低于正常速度，但考虑是冬季测试，数据还是可以的，李斌这波开十几个小时也值，宣传效果拉满。\n\n3、昨天有操作，继续小幅度加仓0.5%创业板指和0.5%港股通医药，创业板指仓位为11%左右，港股通医药仓位8%左右，这俩均浮亏10个左右，场内虽然还是美股占大头，但A股这么跌也霍霍不起\n\n\n\n\n风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。",
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      "body": "记住这三点，泡菜一定成\n找的中国主播，上次做了两颗白菜很成功，但是水份太多，因为视频说腌制六个小时。\n白菜杆子根本没有软，之后很多很多水份都出来了。\n失败三次后，记住以下三点，我相信大家都会成功。\n💁前面腌制白菜的时候如果用了很多很多盐，后期水洗的时候一定要泡着洗，洗完拧干，最后撕一点尝一尝咸淡，毕竟这个时候还没放料，还有挽回的余地，，这步骤太重要了。\n💁这次关键在于一定要腌制透，很多主播都不会说，不可能腌制八个小时就行，至少一夜，而且一定要拧干水，最好晾个半天，这点非常重要，不然后期会很多水。\n\n💁糯米粉可以稍微多一点点，料浓浓的看起来很有食欲。然后基本按照以上的调料做，一定会成功。\n\n#泡菜    #간물\n\n\n\n![泡菜1.jpg](https://cdn.steemitimages.com/DQmWkYg1kLr9pdM2Bdw4aPK9XPJSAnNp1brtSQEmb9kmUdQ/%E6%B3%A1%E8%8F%9C1.jpg)\n\n![泡菜2.jpg](https://cdn.steemitimages.com/DQmNxuqBnCmmiJKbWbN1sHx6ejowzUJs83dUv28kZBYuoB8/%E6%B3%A1%E8%8F%9C2.jpg)\n\n![泡菜7.jpg](https://cdn.steemitimages.com/DQmV5aqu7DeUgr1bUXHegJUa4wUtJaGqU25vEWE56FEfVv4/%E6%B3%A1%E8%8F%9C7.jpg)\n\n![泡菜8.jpg](https://cdn.steemitimages.com/DQmTgcAtpcrooZ8ykKkmUiD6Mzpohstdo1AtYjBmnDfX2EX/%E6%B3%A1%E8%8F%9C8.jpg)",
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      "body": "桂林➕阳朔\n..\n1⃣首先重要的事情说三遍！！！吃米粉进店不要问价格❗直接跟老板说二两米粉！！不问就是6元，问他就会给你推荐招牌金牌米粉20元那种。\n2⃣不要相信出租车师傅说要给你便宜带进景区，他们确实有门道，但不会白白便宜你\n3⃣不要相信阳朔路边拉客的大婶们，你会被宰的裤衩都不剩\n4⃣景区的东西不要买，外面路边摊和店里能买到一样的纪念品，还能便宜一半不止\n5⃣阳朔内的景区建议租个小电驴或者自行车出行，十里画廊会堵到你怀疑人生\n6⃣在阳朔我真的强烈建议不要吃啤酒鱼❗那就是番茄炖鱼，一条鱼真的会要你600，推荐吃吃本地的连锁餐厅，椿记烧鹅啥的很好吃，价格合理👌\n7⃣可以去兴坪古镇吃和玩，但不要去那住🙅那是个小镇子，到晚上就没人了\n8⃣阳朔不要去景区附近租车，多比较，会找到性价比高的\n9⃣遇龙河漂流记的预先准备雨衣拖鞋，现场租比较贵\n.\n🚩美食攻略🚩\n⭕️桂林美食介绍\n啤酒鱼：阳朔的当地名菜，选用漓江鲜活的鲤鱼，具有独特的香酥鲜嫩风味，让人胃口大开；\n桂林米粉：洁白、细嫩、软滑、爽口，吃法多样，先拌匀干吃；\n荔浦芋扣肉：桂林传统宴席名菜，采用正宗桂林荔浦芋、带皮五花肉、桂林腐乳和各式佐料制成，色泽金黄；\n田螺酿：先把螺肉掏出来，混合猪肉、紫苏及其它调味品一起剁碎，再填入螺的空壳里混合汤汁一起烧制；\n油茶：桂林人喝油茶不分季节，一年四季、早晚皆宜全州；\n醋血鸭：采用盛夏上市的子鸭为原料，杀鸭留血、注入酸醋，以嫩姜或苦瓜为配料。\n.\n⭕️美食街区推荐\n🔆正阳步行街：\n多以纪念品、餐饮、服装店为主，许多小吃都很有特色，也能品尝到桂林的风味美食。\n🔆文化宫美食街：\n涵盖各种各色餐饮，不管是才传统美食还是网红美食都能在这里找到！\n🔆东西巷：\n集旅游、民俗、文化、餐饮、购物为一体的综合性商业街，这里不仅有桂林古历史风貌的观景区兴进🔆塔山渔坊美食街：\n以\"渔\"为切入点，融入桂林特色元素，感受独一份的临江观景品尝美食的独特体验。\n.\n💗桂林值得一去，没有给它加任何色彩，它就是一幅真切地山水画卷，你任何一个闲暇之余都能享受到的绝美日落🌄其他一个不知名的小地方都可能会让你觉得仿佛置身世外桃源❤。\n#桂林\n #桂林阳朔 #桂林旅游 #桂林旅行攻略 #桂林旅行 #阳朔遇龙河 #阳朔旅行 #阳朔美食 #桂林美食\n\n\n\n![桂林-阳朔1.jpg](https://cdn.steemitimages.com/DQmViTjosdNLYs33SRA6mwAfFPf94cvK3kCq5LNhay1rZXJ/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%941.jpg)\n\n![桂林-阳朔2.jpg](https://cdn.steemitimages.com/DQmWhaEKg3iZn4hMkWyCxrMpxj3TbrGHoiYnB6hvQxx12rd/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%942.jpg)\n\n![桂林-阳朔3.jpg](https://cdn.steemitimages.com/DQmfJJShRmq2giTpV32UKUw9R93BRKd5XRFSK75ykWmtNn1/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%943.jpg)\n\n![桂林-阳朔4.jpg](https://cdn.steemitimages.com/DQmTHJpQa8w6R43bbkVdVui6bQA6Tc4R1k69uKMdjo3Td8q/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%944.jpg)\n\n![桂林-阳朔5.jpg](https://cdn.steemitimages.com/DQmeNxW4webif4KnPzCRuwX313N6UQ7zhqjhnBUDrQHwWQZ/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%945.jpg)\n\n![桂林-阳朔6.jpg](https://cdn.steemitimages.com/DQmWifERmHC4e1cFjjk7P2qqyUkFpsv4Vbq9cabKw6cuo3R/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%946.jpg)\n\n![桂林-阳朔7.jpg](https://cdn.steemitimages.com/DQmaWZAvBvoofNk6W1HFSiFQ9MNrL4eFXJuoNjYjcby8vz7/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%947.jpg)\n\n![桂林-阳朔8.jpg](https://cdn.steemitimages.com/DQmdnCaHoJMxokgyGnwYVdA3jwjEJd5y6aL8ie7YA4DFGbJ/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%948.jpg)\n\n![桂林-阳朔9.jpg](https://cdn.steemitimages.com/DQmZ7aQJ5J5a9vUyYdKkHtjttVeZHnUyS6vBKm1m6f5Tbf8/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%949.jpg)\n\n![桂林-阳朔10.jpg](https://cdn.steemitimages.com/DQmVuXNhCk8DhyJZVhDaS9RYAzHeVBBKPxiCPTjr66WemLz/%E6%A1%82%E6%9E%97-%E9%98%B3%E6%9C%9410.jpg)",
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      "body": "家人们这个加柠檬🍋的云南酸辣米线泰泰泰好吃啦！\n柠檬的清香加上番茄的酸甜！还有劲道爽滑的米线\n酸爽开胃又清爽！夏天我可以一周吃三次！！\n做法简单又快手，快去试试吧！\n\n食材：米线、青柠、番茄、青椒、大蒜、小米辣\n👩‍🍳做法在图上哦～\n#我的美食日记\n #一人食吃什么 #米线 #开胃解腻 #番茄米线 #夏天的味道\n\n\n![番茄米线1.jpg](https://cdn.steemitimages.com/DQmVEhW6J92zRczp9tUzcVss2UQAkJg3y5ZUJs2B8VL4iib/%E7%95%AA%E8%8C%84%E7%B1%B3%E7%BA%BF1.jpg)\n\n![番茄米线2.jpg](https://cdn.steemitimages.com/DQmQosV6mc4sfXTYH3cu99Wr7pDeTnLKkoNwJyrZijFgZzs/%E7%95%AA%E8%8C%84%E7%B1%B3%E7%BA%BF2.jpg)\n\n![番茄米线3.jpg](https://cdn.steemitimages.com/DQmZ19xeQ9RmLqLHWV8aLxXyLNJgmPndKzb3K5cfhKcY6RY/%E7%95%AA%E8%8C%84%E7%B1%B3%E7%BA%BF3.jpg)\n\n![番茄米线4.jpg](https://cdn.steemitimages.com/DQmcnHgWaLZPkPeAQcLtFqWdM6Q13K4irFA8j2DNbtusW47/%E7%95%AA%E8%8C%84%E7%B1%B3%E7%BA%BF4.jpg)\n\n![番茄米线5.jpg](https://cdn.steemitimages.com/DQmZzoLxJsofNZip97oX5daksoTSyaMj4JM59A2Cv58wofv/%E7%95%AA%E8%8C%84%E7%B1%B3%E7%BA%BF5.jpg)",
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      "author": "steem.history",
      "body": "Hello welcome to Steemit world! \n I'm @steem.history, who is steem witness. \n This is a recommended post for you.[Newcomers Guide](https://steemitdev.com/guide/@steemitblog/steemit-a-guide-for-newcomers) and [The Complete Steemit Etiquette Guide (Revision 2.0)](https://steemit.com/steem/@steem.history/the-complete-steemit-etiquette-guide-revision-20-homage-1598425779) and, recommended community [Newcomers Community](https://steemit.com/trending/hive-172186) \n I wish you luck to your steemit activities.<center> \n \n \n https://cdn.steemitimages.com/DQmXHwdcNs5VPcBft1iSosPdHLpBNBfjuG84g3ffWhMw5JQ/image.png \n <sub>(The bots avatar has been created using https://robohash.org/)</sub> \n @steem.history \n \n ### My witness activity \n - [My aspiration for STEEM witness](https://steemit.com/hive-185836/@steem.history/my-aspiration-for-steem-witness-1601280729) \n - Provides information on Steem.  \n [Reference](https://steemit.com/trending/hive-130095) \n - Supporting the Steem project. \n [SPUD4STEEM project](https://steemit.com/trending/spud4steem) \n - Supporting the community. \n [Newcomers Community](https://steemit.com/trending/hive-172186),[Steem Sri Lanka](https://steemit.com/trending/hive-133716) ,[WORLD OF XPILAR](https://steemit.com/trending/hive-185836), [GLOBAL STEEM](https://steemit.com/trending/hive-145160), [Scouts](https://steemit.com/trending/hive-181136), [Latino Community](https://steemit.com/trending/hive-188619) \n \n ### My featured posts \n - [The Complete Steemit Etiquette Guide (Revision 2.0) -Homage](https://steemit.com/steem/@steem.history/the-complete-steemit-etiquette-guide-revision-20-homage-1598425779) \n \n [![image.png](https://cdn.steemitimages.com/DQmd7of2TpLGqvckkrReWahnkxMWH6eMg5upXesfsujDCnW/image.png)](https://steemlogin.com/sign/account-witness-vote?witness=steem.history&amp;approve=1) \n <sub>please click it!</sub> \n \n ![image.png](https://cdn.steemitimages.com/DQmWDnFh7Kcgj2gdPc5RgG9Cezc4Bapq8sQQJvrkxR8rx5z/image.png) \n <sub>(Go to https://steemit.com/~witnesses and type fbslo at the bottom of the page)</sub> \n \n </center>",
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      "body": "这个虾滑粉丝煲也泰泰泰清爽好吃了吧！！\n汤汁鲜美好喝，虾滑Q弹，粉丝都吸满了番茄汁！！\n酸酸甜甜的番茄！真的绝了！！\n\n做法巨简单！五分钟搞定！快去做\n\n✅食材：番茄、粉丝、虾滑、葱\n👩‍🍳做法在图上哦～\n\n\n![想告诉全世界，这个真的巨巨巨好吃！！_1.jpg](https://cdn.steemitimages.com/DQmUqwK4P8fhEjodyioAWAomsMexSqPuPMSqGUVN1FpkYkb/%E6%83%B3%E5%91%8A%E8%AF%89%E5%85%A8%E4%B8%96%E7%95%8C%EF%BC%8C%E8%BF%99%E4%B8%AA%E7%9C%9F%E7%9A%84%E5%B7%A8%E5%B7%A8%E5%B7%A8%E5%A5%BD%E5%90%83%EF%BC%81%EF%BC%81_1.jpg)\n\n![想告诉全世界，这个真的巨巨巨好吃！！_2.jpg](https://cdn.steemitimages.com/DQmXyBsm2DcCe8GfLELTD1evkE92NsXEX9F7nx5k8Fsj8Ee/%E6%83%B3%E5%91%8A%E8%AF%89%E5%85%A8%E4%B8%96%E7%95%8C%EF%BC%8C%E8%BF%99%E4%B8%AA%E7%9C%9F%E7%9A%84%E5%B7%A8%E5%B7%A8%E5%B7%A8%E5%A5%BD%E5%90%83%EF%BC%81%EF%BC%81_2.jpg)\n\n![想告诉全世界，这个真的巨巨巨好吃！！_3.jpg](https://cdn.steemitimages.com/DQmNRkiLERnNhYcdems5xfDTbcBcRyoE4CCJtP9dpgYVYtX/%E6%83%B3%E5%91%8A%E8%AF%89%E5%85%A8%E4%B8%96%E7%95%8C%EF%BC%8C%E8%BF%99%E4%B8%AA%E7%9C%9F%E7%9A%84%E5%B7%A8%E5%B7%A8%E5%B7%A8%E5%A5%BD%E5%90%83%EF%BC%81%EF%BC%81_3.jpg)\n\n![想告诉全世界，这个真的巨巨巨好吃！！_4.jpg](https://cdn.steemitimages.com/DQmcGFz1ziRyjkB5vDXjnHw8qebtNK5YHAJVNTF3xWkRuUJ/%E6%83%B3%E5%91%8A%E8%AF%89%E5%85%A8%E4%B8%96%E7%95%8C%EF%BC%8C%E8%BF%99%E4%B8%AA%E7%9C%9F%E7%9A%84%E5%B7%A8%E5%B7%A8%E5%B7%A8%E5%A5%BD%E5%90%83%EF%BC%81%EF%BC%81_4.jpg)\n\n![想告诉全世界，这个真的巨巨巨好吃！！_5.jpg](https://cdn.steemitimages.com/DQmUdyqLwE5m3TaD1MUvkChYniQqD53CTpDNXm6JsemVe9G/%E6%83%B3%E5%91%8A%E8%AF%89%E5%85%A8%E4%B8%96%E7%95%8C%EF%BC%8C%E8%BF%99%E4%B8%AA%E7%9C%9F%E7%9A%84%E5%B7%A8%E5%B7%A8%E5%B7%A8%E5%A5%BD%E5%90%83%EF%BC%81%EF%BC%81_5.jpg)\n\n\n任何问题,  可以联系我!!!",
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