段永平罕见出手！抄底这家5000亿疫苗巨头

中国基金报2022-01-17

前段时间刚抄底中概股的段永平，又出手了。这次是抄底疫苗巨头Moderna，抄底方式还是卖出看跌期权，涉及交易金额大约800万。段永平还说自己就想打Moderna的疫苗，但是前两针没打到，打第三针的时候才打到。而即使旗下疫苗的受欢迎程度还不错，Moderna最近的股价表现却不太好，从去年8月股价创新高以来，这家巨头股价已经跌了58%。段永平再出手，抄底五千亿疫苗巨头卖出看跌期权，斥资约800万北京...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

细软几两几斤
2022-01-18
细软几两几斤
静观其变，学着看看！
KelvinChan
2022-01-17
KelvinChan
800万?12月17号15000千张，1.34亿ba的call那是啥？对冲？
- KelvinChan:
  Good
马甲
2022-01-17
马甲
800万?12月17号15000千张，1.34亿ba的call那是啥？对冲？
天_
2022-01-17
天_
1月17日的报道，你和我说12月7号的事？？？
专注期货
2022-01-17
专注期货
真的能赚钱，还会告诉我们普通散户吗？亲兄弟有时候都为钱反目成仇，何况陌生人能带你赚钱？
- fsfvghxxbgn:
  对头，有可能别人是卖空，忽悠人买多做韭菜 [开心]
锐哥来了
2022-01-17
锐哥来了
阅

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2203289577?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/a7266d50c7c24c65957cc0c5bd973891","is_english":false,"pubTime":"2022-01-17 10:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2203289577","market":"sh","top_or_hot":-1,"title":"段永平罕见出手！抄底这家5000亿疫苗巨头","media":"中国基金报","content":"<div>\n<p>前段时间刚抄底中概股的段永平，又出手了。这次是抄底疫苗巨头Moderna，抄底方式还是卖出看跌期权，涉及交易金额大约800万。段永平还说自己就想打Moderna的疫苗，但是前两针没打到，打第三针的时候才打到。而即使旗下疫苗的受欢迎程度还不错，Moderna最近的股价表现却不太好，从去年8月股价创新高以来，这家巨头股价已经跌了58%。段永平再出手，抄底五千亿疫苗巨头卖出看跌期权，斥资约800万北京...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n","source":null,"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>段永平罕见出手！抄底这家5000亿疫苗巨头</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平罕见出手！抄底这家5000亿疫苗巨头\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-17 10:41 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前段时间刚抄底中概股的段永平，又出手了。这次是抄底疫苗巨头Moderna，抄底方式还是卖出看跌期权，涉及交易金额大约800万。段永平还说自己就想打Moderna的疫苗，但是前两针没打到，打第三针的时候才打到。而即使旗下疫苗的受欢迎程度还不错，Moderna最近的股价表现却不太好，从去年8月股价创新高以来，这家巨头股价已经跌了58%。段永平再出手，抄底五千亿疫苗巨头卖出看跌期权，斥资约800万北京...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1519","symbol_name":"在线教育","start_time":0,"source_url":"","article_id":"2203289577","we_media_id":"6","thumbnails":["https://static.tigerbbs.com/a7266d50c7c24c65957cc0c5bd973891"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2203289577","pubTimestamp":1642387292,"sourceInfo":null,"weMediaInfo":{"media_name":"中国基金报","introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"summary":"段永平再出手，抄底五千亿疫苗巨头卖出看跌期权，斥资约800万北京时间16日凌晨，投资大师段永平在社交媒体账户上晒出了自己的交易单。疫苗巨头已回撤58%近期还遭遇总裁2800万减持截至美东时间1月14日周五收盘，疫苗巨头Moderna的股票价格为204.73美元，市值为830亿美元，约合5272亿人民币。段永平抄底消息传出后，拼多多一日内暴涨12%，新东方一日大涨6%。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1519":"在线教育","09901":"新东方-S","PDD":"拼多多","BK4204":"教育服务","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","AVXT":"AVAX Technologies, Inc.","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","BK4506":"内地教育股","TTTN":"老虎中美互联网巨头ETF","BK4558":"双十一","PFE":"辉瑞","BK1588":"回港中概股","BK4509":"腾讯概念","BK4535":"淡马锡持仓","MRNA":"Moderna, Inc.","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK1556":"内地教育股","AZN":"阿斯利康","EDU":"新东方","QNETCN":"纳斯达克中美互联网老虎指数","BNTX":"BioNTech SE","BK4510":"在线教育","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK1228":"教育服务","BK1596":"K12教育","BK4548":"巴美列捷福持仓"},"translate_title":"Duan Yongping rarely shoots! Bargain-hunting this 500 billion vaccine giant","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/39a1b5a57b9ab6307217a9c935eac178","symbols_score_info":{"830799":1,"830832":1,"830839":1,"830946":1,"830964":1,"AVXT":0.9,"AZN":0.9,"09901":0.9,"PDD":0.9,"MRNA":0.9,"EDU":0.9,"BNTX":0.9,"TTTN":0.86,"QNETCN":0.86,"PFE":0.86,"UCmain":0.6,"CNHmain":0.6},"content_text":"前段时间刚抄底中概股的段永平，又出手了。这次是抄底疫苗巨头Moderna，抄底方式还是卖出看跌期权，涉及交易金额大约800万。段永平还说自己就想打Moderna的疫苗，但是前两针没打到，打第三针的时候才打到。而即使旗下疫苗的受欢迎程度还不错，Moderna最近的股价表现却不太好，从去年8月股价创新高以来，这家巨头股价已经跌了58%。段永平再出手，抄底五千亿疫苗巨头卖出看跌期权，斥资约800万北京时间16日凌晨，投资大师段永平在社交媒体账户上晒出了自己的交易单。他通过卖出看跌期权的方式抄底了疫苗巨头Moderna。他写道，“我现在对MRNA有点兴趣，但这不属于我能力圈内的东西。小赌怡情，逼下自己，希望一年内我可以大致看明白这家公司。”随后，他又指出礼拜一之前还可以改单，他将卖出看跌期权的数量从1000个减到了300个。按照段永平晒出的交易单估算，当他把下单数改为300后，这笔交易的金额降到了126万美元左右，约合800万人民币。公开信息显示，Moderna为一家生物技术企业，其总部位于美国马萨诸塞州剑桥市。2020年12月，美国食品和药物管理局（FDA）批准Moderna新冠疫苗的紧急使用授权（EUA）。Moderna新冠疫苗因此成为继辉瑞/BioNTech疫苗之后，美国批准的第二个新冠疫苗。段永平还自称也打了Moderna的疫苗。他写道，“我的第三针就是mrna，头两针就想打但没打到。我觉得这家公司有点意思。”疫苗巨头已回撤58%近期还遭遇总裁2800万减持截至美东时间1月14日周五收盘，疫苗巨头Moderna的股票价格为204.73美元，市值为830亿美元，约合5272亿人民币。与8月时的股价高点相比，Moderna的股价已经回撤58.85%。自默克、辉瑞等药企宣布正研发新冠口服药以来，美股疫苗股的表现就一直不太好。随着新冠口服药的研发和获批，不少投资者认为人们对新冠的担忧会降低，打疫苗的意愿也会因而降低，所以疫苗板块走势更是承压严重。Jefferies分析师Michael Yee表示，投资者相信，“如果有一种简单的药片可以治疗新冠病毒，人们将不会那么害怕新冠病毒，也不会那么倾向于接种疫苗。”除Moderna外，Biontech、诺瓦瓦克斯、阿斯利康等疫苗企业最近几个月回撤也很明显。本周，疫苗巨头Moderna还遭遇了高管减持的利空。美东时间1月14日周五，SEC披露文件显示，1月12日，Moderna总裁Stephen Hoge以均价219.67美元减持2万股Moderna股票，价值约439万美元，约合2800万人民币。分析师观点产生分歧即使Modern近期股价表现很差，但依然有分析师和段永平一样看好这家公司。今年年初，Piper Sandler分析师Edward Tenthoff重申Moderna（MRNA.US）“增持”评级，给出的目标价为348美元。Tenthoff认为，Moderna的新冠疫苗业务营收将继续推动其盈利能力的提升。他预计，该公司新冠疫苗在2021年达到175亿美元，在2022年将达到210亿美元。此外，Moderna针对爱泼斯坦-巴尔病毒（EBV）的疫苗研发也有了新进展。Moderna近日宣布其爱泼斯坦-巴尔病毒（EBV）候选疫苗mRNA-1189的1期临床试验已经完成首例患者给药。这一1期临床试验预计招募约270名18-30岁成人志愿者，主要评估mRNA-1189的安全性和耐受性。目前，市场上还没有获批的EBV疫苗，也没有可预防传染性单核细胞增多症的疫苗。Tenthoff指出，EBV是一种常见的病毒感染，可导致传染性单核细胞增多症；感染之后，EBV终生存留在人体内，它可能导致多发性硬化风险提高4-10倍，并与某些癌症和自身免疫性疾病相关。但也有分析师对Moderna的前景不太看好。Oppenheimer分析师Hartaj Singh指出，“今年下半年，有很多变数出现，这些变数是Moderna无法控制的，比如来自辉瑞的竞争加剧，以及与美国国立卫生研究院的专利纠纷，还有围绕奥密克戎的问题。”Singh指出，2021年上半年，Moderna股价飙升，因为该公司表明可以扩大疫苗的生产规模，而且由于获得列入标普500指数，它引起了更广泛的关注。而Moderna第三季度的收益使得投资者的积极情绪减弱。据Moderna2021财年第三季度财报，报告期内，该公司实现营收49.7亿美元，远高于去年同期的1.58亿美元，但低于市场预期的62.1亿美元。其mRNA疫苗在报告期内实现营收48.1亿美元，也低于市场预期的62.7亿美元。此外，Moderna还预计2021年将提供7亿至8亿剂新冠疫苗，低此前预期的8亿至10亿剂；预计2021年的新冠疫苗销售额为150亿至180亿美元，低于此前预期的200亿美元。Zerohedge评论称，Moderna的三季报对股价影响可谓“雪上加霜”。在三季度财报发布后，Moderna股价盘中一度跌超18%。段永平近期还抄底中概股卖出拼多多和新东方的看跌期权除了抄底Moderna外，最近，段永平还做出了抄底中概股的操作。12月8日，段永平通过社交平台账号“大道无形我有型”发文称，通过卖出12月31日到期的空头期权的方式“买入”了新东方(EDU.US)，并表示支持俞敏洪。12月6日，段永平以卖出看跌期权的方式抄底了拼多多，他表示：“看不懂拼多多的商业模式，但觉得他们对农产品的支持还是非常有意义的。准备再次风投一下!”。段永平抄底消息传出后，拼多多一日内暴涨12%，新东方一日大涨6%。（新东方12月8日周三分时行情图）（拼多多12月7日分时行情图）","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":697627216,"gmtCreate":1642466115319,"gmtModify":1642469926671,"author":{"id":"3559521682281313","authorId":"3559521682281313","name":"细软几两几斤","avatar":"https://static.tigerbbs.com/5ccd460f45c5fb9b3e754524e5f99ecb","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"静观其变，学着看看！","listText":"静观其变，学着看看！","text":"静观其变，学着看看！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697627216","repostId":2203289577,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":697862251,"gmtCreate":1642406752479,"gmtModify":1642406753701,"author":{"id":"3570776252336545","authorId":"3570776252336545","name":"KelvinChan","avatar":"https://static.tigerbbs.com/322f5dea7567e161ddef26aec462d83d","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"800万?12月17号15000千张，1.34亿ba的call那是啥？对冲？","listText":"800万?12月17号15000千张，1.34亿ba的call那是啥？对冲？","text":"800万?12月17号15000千张，1.34亿ba的call那是啥？对冲？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697862251","repostId":2203289577,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7185231,"gmtCreate":1642406778525,"gmtModify":1642406778567,"authorId":3570776252336545,"author":{"id":3570776252336545,"authorId":3570776252336545,"name":"KelvinChan","avatar":"https://static.tigerbbs.com/322f5dea7567e161ddef26aec462d83d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":697862251,"type":1,"supId":0,"prevId":0,"content":"Good","text":"Good","html":"Good"}],"langContent":"CN"},{"id":697882601,"gmtCreate":1642402824524,"gmtModify":1642402824524,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"800万?12月17号15000千张，1.34亿ba的call那是啥？对冲？","listText":"800万?12月17号15000千张，1.34亿ba的call那是啥？对冲？","text":"800万?12月17号15000千张，1.34亿ba的call那是啥？对冲？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697882601","repostId":2203289577,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":697896976,"gmtCreate":1642391416527,"gmtModify":1642391416527,"author":{"id":"3522317208844387","authorId":"3522317208844387","name":"天_","avatar":"https://static.tigerbbs.com/ed9f1d462c41c2d2536cca0c25c80787","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"1月17日的报道，你和我说12月7号的事？？？","listText":"1月17日的报道，你和我说12月7号的事？？？","text":"1月17日的报道，你和我说12月7号的事？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697896976","repostId":2203289577,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":697893992,"gmtCreate":1642390606837,"gmtModify":1642390606837,"author":{"id":"3434601917282356","authorId":"3434601917282356","name":"专注期货","avatar":"https://static.tigerbbs.com/3ae81b960085a4f72191d371e4c0fbd4","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"真的能赚钱，还会告诉我们普通散户吗？亲兄弟有时候都为钱反目成仇，何况陌生人能带你赚钱？","listText":"真的能赚钱，还会告诉我们普通散户吗？亲兄弟有时候都为钱反目成仇，何况陌生人能带你赚钱？","text":"真的能赚钱，还会告诉我们普通散户吗？亲兄弟有时候都为钱反目成仇，何况陌生人能带你赚钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697893992","repostId":2203289577,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7184827,"gmtCreate":1642391069894,"gmtModify":1642391069894,"authorId":3537411576182330,"author":{"id":3537411576182330,"authorId":3537411576182330,"name":"fsfvghxxbgn","avatar":"https://static.tigerbbs.com/82e540eb18f3a81c1572dff5841072fd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":697893992,"type":1,"supId":0,"prevId":0,"content":"对头，有可能别人是卖空，忽悠人买多做韭菜 [开心]","text":"对头，有可能别人是卖空，忽悠人买多做韭菜 [开心]","html":"对头，有可能别人是卖空，忽悠人买多做韭菜 [开心]"}],"langContent":"CN"},{"id":697807205,"gmtCreate":1642389875817,"gmtModify":1642389875817,"author":{"id":"3583528354923579","authorId":"3583528354923579","name":"锐哥来了","avatar":"https://static.tigerbbs.com/86eb4f1a6da7a549e0c096e4e1890a8e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697807205","repostId":2203289577,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":45,"commentSize":0,"repostSize":0,"favoriteSize":19,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2203289577"}

​段永平罕见出手！抄底这家5000亿疫苗巨头

精彩评论

段永平罕见出手！抄底这家5000亿疫苗巨头