我爱广州GZ
12-02
Replying to
@廿廿
:
额,两个半导体,凶多吉少啊
//
@廿廿
:大神,早看你文章好了,四只lj打了三
@我爱广州GZ:
【港股打新】卓越睿新:有AI有故事,梭哈冲刺!
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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吸金八爪
12-02
吸金八爪
银行IPO买不了这个吗? 以前没这个提示框
我爱广州GZ
:
正常,像上次宁德时代也这样,换券商
什么也没有了~
APP内打开
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to <a href=\"https://laohu8.com/U/4118884890286510\">@廿廿</a>:<p></p>额,两个半导体,凶多吉少啊\n<p><br></p>//<a href=\"https://laohu8.com/U/4118884890286510\">@廿廿</a>:大神,早看你文章好了,四只lj打了三</body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/4118884890286510\">@廿廿</a>:<p></p>额,两个半导体,凶多吉少啊\n<p><br></p>//<a href=\"https://laohu8.com/U/4118884890286510\">@廿廿</a>:大神,早看你文章好了,四只lj打了三</body></html>","text":"Replying to @廿廿: 额,两个半导体,凶多吉少啊 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于今日港股盘后公布2025年第三季度业绩。财报显示:营收为954.88亿元(人民币,下同),同比增长2%,市场预期974.74亿元;经调整净亏损为160.10亿元,去年同期经调整净利润128.29亿元,市场预期亏损139.61亿元。好在淘宝闪购的第一阶段规模扩张结束,当前已进入第二阶段,即“效率优化”阶段。【大家觉得3季度是否已经到了外卖大战的业绩底?美团,绩后你会考虑逢低买入吗?】","image":"https://static.tigerbbs.com/1c704ddb3de990afecb7bc81bc962fee"}],"images":[{"img":"https://static.tigerbbs.com/474f769ec7ca314e9c25ea3efe7b6f1a","width":"1080","height":"598"},{"img":"https://static.tigerbbs.com/760ec55a7ce92add4024622a5d4e1933","width":"1080","height":"579"},{"img":"https://static.tigerbbs.com/a58dc40764d527eb997339e999398545","width":"1080","height":"683"},{"img":"https://static.tigerbbs.com/a2faffeb130e7b089d74c634c8c0342c","width":"1080","height":"570"},{"img":"https://static.tigerbbs.com/27e56cbe4502b99a26aab83f5fc36f51","width":"1080","height":"829"},{"img":"https://static.tigerbbs.com/7a07c65c11b313824007028cdd719db5","width":"1080","height":"875"}],"coverImages":[{"img":"https://static.tigerbbs.com/474f769ec7ca314e9c25ea3efe7b6f1a"},{"img":"https://static.tigerbbs.com/760ec55a7ce92add4024622a5d4e1933"},{"img":"https://static.tigerbbs.com/a58dc40764d527eb997339e999398545"}],"title":"【港股打新】卓越睿新:有AI有故事,梭哈冲刺!","extraTitle":"","html":"<html><head></head><body><p style=\"text-align: justify;\">4股齐发,这一批laji里面<strong>终于找到个能看的。</strong></p><p style=\"text-align: justify;\">卓越睿新,品牌名叫“智慧树”,背靠百度、新浪两棵大树,号称中国高校教学数字化第一股,<strong>这家公司有一定看点。</strong></p><p style=\"text-align: justify;\">照例,享受一下知识流入大脑的感觉:</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/474f769ec7ca314e9c25ea3efe7b6f1a\" tg-width=\"1080\" tg-height=\"598\"><span>图片</span></p><p style=\"text-align: justify;\"></p><p style=\"text-align: justify;\"><strong>一、公司情况</strong></p><p style=\"text-align: justify;\">卓越睿新(智慧树),核心业务很简单,帮大学老师把课做成视频,再给学校装个系统把课放上去。</p><p style=\"text-align: justify;\">只要近几年,<strong>你在中国上过大学,大概率被这棵树支配过。</strong></p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/760ec55a7ce92add4024622a5d4e1933\" tg-width=\"1080\" tg-height=\"579\"><span>图片</span></p><ul style=\"\"><li><p><strong>卖内容(数字化课程):</strong> 业务占比83.7%,帮老师把枯燥的PPT网课,还搞了个知识图谱,<strong>这块是很赚钱,毛利高达61.2%。</strong></p></li></ul><ul style=\"\"><li><p><strong>卖环境(数字化教室):业务占比16.2%,很苦逼的生意,卖硬件、装系统,还得派人去学校蹲点,但这块是切入点,先把坑占了,再卖软件就容易了。</strong></p></li></ul><p style=\"text-align: justify;\">赛道很窄,但是很深,做高校的生意属于典型2B,<strong>一旦进去了,校长轻易不会换系统,粘性高</strong>。数字化课程,按项目收费,做一门课收一门课的钱;</p><p style=\"text-align: justify;\">高毛利,低杠杆,<strong>生意模式还可以!</strong>收款有些问题。</p><p style=\"text-align: justify;\"><strong>二、财务数据</strong></p><p>营收不错,核心是学校打的白条有点多,收不到现金。</p><p><strong>增长很猛: </strong>营收从2022年的4.0亿飙到2024年的8.48亿,年复合增长率+45.6%</p><p><strong>净利润:</strong>从亏损5900万,翻身做主人,2024年赚了1.05亿。</p><p><strong>毛利率:</strong>从44%到了61.9%,好消息。</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/a58dc40764d527eb997339e999398545\" tg-width=\"1080\" tg-height=\"683\"><span>图片</span></p><p><strong>应收账款:</strong>比较可怕,2024年底,营收8.48亿,贸易应收款项及保留金高达3.79亿,<strong>公司辛辛苦苦干一年,接近一半的钱还是白条。</strong></p><p>你的客户是高校,高校有钱,公司虽然账面赚了钱,但兜里全是学校打的白条,高校客户虽然不会赖账(毕竟是国资),但是付款流程极其漫长,这直接导致公司现金流不好。</p><p><strong>现金流吃紧:</strong>2025年上半年,经营活动现金流是<strong>负的2.58亿。</strong></p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/a2faffeb130e7b089d74c634c8c0342c\" tg-width=\"1080\" tg-height=\"570\"><span>图片</span></p><p>高校通常上半年做预算、下半年才付款,公司上半年得自己垫钱发工资、搞研发,<strong>好在毛利高</strong>,这个业务状态撑得下去。</p><p>我觉得:<strong>看来毛利率61.9%的份上,垫钱就垫钱吧。</strong></p><p></p><p style=\"text-align: justify;\"><strong>三、发行结构</strong></p><p style=\"text-align: justify;\">1、保荐人:农银国际</p><p style=\"text-align: justify;\">2、<strong>没基石!没绿鞋!啥都没有!</strong></p><p>3、公开发售机制:B,10%无回拨</p><p>散户一共666,700股,每手100股,<strong>一共6667手,非常容易被主力控盘</strong></p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/27e56cbe4502b99a26aab83f5fc36f51\" tg-width=\"1080\" tg-height=\"829\"><span>图片</span></p><p>看到这里,你应该猜到这个票想干啥了吧.....</p><p style=\"text-align: justify;\"><strong>四、估值情况</strong></p><p style=\"text-align: justify;\"><strong>1、市值锚定:</strong></p><p style=\"text-align: justify;\">62.26-76.10港元,对应市值41.5亿-50.7亿港元。</p><p style=\"text-align: justify;\"><strong>2、估值推演</strong></p><p style=\"text-align: justify;\">2024年的净利润1.05亿人民币(1.13亿港币)</p><p style=\"text-align: justify;\">静态PE:41.5亿/1.13亿 =36.7倍(下限)</p><p style=\"text-align: justify;\">静态PE:50.7亿/1.13亿 =44.8倍(上限)</p><p style=\"text-align: justify;\"><strong>3、PEG</strong></p><p style=\"text-align: justify;\">卓越睿新的营收复合增速是45%,如果我们假设未来两年净利润能保持30%的增速(考虑到规模效应和AI降本)。 PEG = 36.7 / 30 ≈ 1.22。</p><p style=\"text-align: justify;\">总体来说,这个PE和PEG,贵肯定是贵的,<strong>1.22处于合理偏贵,但是贵的不多。</strong></p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/7a07c65c11b313824007028cdd719db5\" tg-width=\"1080\" tg-height=\"875\"><span>图片</span></p><p style=\"text-align: justify;\">有百度、新浪的投资。</p><p style=\"text-align: justify;\"><strong>总结:</strong></p><p style=\"text-align: justify;\">1、基本面在4个同期的laji里面已经算是<strong>最优秀的了,跟AI靠上了边,炒作起来也容易拉情绪。</strong></p><p style=\"text-align: justify;\">2、手数6667手,无基石无绿鞋,<strong>成妖可能性较大,要重点关注。</strong></p><p>3、保守型投资者,本期的4个票,全都绕道走,<strong>这4个票都不是像紫金那样稳定能打新赚钱</strong>的,要是完全不能接受亏损,等打新市场情绪稳定下来再打不迟。</p><p>4、实在手痒冲动的,像du一把的,<strong>卓越睿新值得梭哈,全力冲刺</strong>,这个票中签了很有肉肉吃。</p><p>5、赌徒打新方案:</p><ul style=\"\"><li><p></p></li></ul><ul style=\"\"><li><p>非赌徒:4只全部绕道走,吃利息。</p></li><li><p>小赌徒:<strong>梭哈卓越睿新、余钱小面(小亏小赚,风险可控)</strong></p></li><li><p>中赌徒:梭哈小面、余钱卓越睿新</p></li><li><p>大赌徒:评论区你自己说</p></li></ul><p>我会结合孖展,后面看是不是做一把小赌徒。</p><p><strong>后记:</strong></p><p>都看到这里了,<strong>点个关注吧,以免错过下个打新深度分析</strong></p><p><a title=\"$阿里巴巴-W(09988)$\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a title=\"$小米集团-W(01810)$\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a title=\"$中芯国际(00981)$\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> <a title=\"$美团-W(03690)$\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a title=\"$腾讯控股(00700)$\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a></p><p style=\"text-align: left;\"><a title=\"$遇见小面(02408)$\" href=\"https://laohu8.com/S/02408\">$遇见小面(02408)$</a> <a title=\"$纳芯微(02676)$\" href=\"https://laohu8.com/S/02676\">$纳芯微(02676)$</a> <a title=\"$纳芯微(688052)$\" href=\"https://laohu8.com/S/688052\">$纳芯微(688052)$</a> <a title=\"$天域半导体(02658)$\" href=\"https://laohu8.com/S/02658\">$天域半导体(02658)$</a> <a title=\"$卓越睿新(02687)$\" href=\"https://laohu8.com/S/02687\">$卓越睿新(02687)$</a></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: justify;\">4股齐发,这一批laji里面<strong>终于找到个能看的。</strong></p><p style=\"text-align: justify;\">卓越睿新,品牌名叫“智慧树”,背靠百度、新浪两棵大树,号称中国高校教学数字化第一股,<strong>这家公司有一定看点。</strong></p><p style=\"text-align: justify;\">照例,享受一下知识流入大脑的感觉:</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/474f769ec7ca314e9c25ea3efe7b6f1a\" tg-width=\"1080\" tg-height=\"598\"><span>图片</span></p><p style=\"text-align: justify;\"></p><p style=\"text-align: justify;\"><strong>一、公司情况</strong></p><p style=\"text-align: justify;\">卓越睿新(智慧树),核心业务很简单,帮大学老师把课做成视频,再给学校装个系统把课放上去。</p><p style=\"text-align: justify;\">只要近几年,<strong>你在中国上过大学,大概率被这棵树支配过。</strong></p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/760ec55a7ce92add4024622a5d4e1933\" tg-width=\"1080\" tg-height=\"579\"><span>图片</span></p><ul style=\"\"><li><p><strong>卖内容(数字化课程):</strong> 业务占比83.7%,帮老师把枯燥的PPT网课,还搞了个知识图谱,<strong>这块是很赚钱,毛利高达61.2%。</strong></p></li></ul><ul style=\"\"><li><p><strong>卖环境(数字化教室):业务占比16.2%,很苦逼的生意,卖硬件、装系统,还得派人去学校蹲点,但这块是切入点,先把坑占了,再卖软件就容易了。</strong></p></li></ul><p style=\"text-align: justify;\">赛道很窄,但是很深,做高校的生意属于典型2B,<strong>一旦进去了,校长轻易不会换系统,粘性高</strong>。数字化课程,按项目收费,做一门课收一门课的钱;</p><p style=\"text-align: justify;\">高毛利,低杠杆,<strong>生意模式还可以!</strong>收款有些问题。</p><p style=\"text-align: justify;\"><strong>二、财务数据</strong></p><p>营收不错,核心是学校打的白条有点多,收不到现金。</p><p><strong>增长很猛: </strong>营收从2022年的4.0亿飙到2024年的8.48亿,年复合增长率+45.6%</p><p><strong>净利润:</strong>从亏损5900万,翻身做主人,2024年赚了1.05亿。</p><p><strong>毛利率:</strong>从44%到了61.9%,好消息。</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/a58dc40764d527eb997339e999398545\" tg-width=\"1080\" tg-height=\"683\"><span>图片</span></p><p><strong>应收账款:</strong>比较可怕,2024年底,营收8.48亿,贸易应收款项及保留金高达3.79亿,<strong>公司辛辛苦苦干一年,接近一半的钱还是白条。</strong></p><p>你的客户是高校,高校有钱,公司虽然账面赚了钱,但兜里全是学校打的白条,高校客户虽然不会赖账(毕竟是国资),但是付款流程极其漫长,这直接导致公司现金流不好。</p><p><strong>现金流吃紧:</strong>2025年上半年,经营活动现金流是<strong>负的2.58亿。</strong></p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/a2faffeb130e7b089d74c634c8c0342c\" tg-width=\"1080\" tg-height=\"570\"><span>图片</span></p><p>高校通常上半年做预算、下半年才付款,公司上半年得自己垫钱发工资、搞研发,<strong>好在毛利高</strong>,这个业务状态撑得下去。</p><p>我觉得:<strong>看来毛利率61.9%的份上,垫钱就垫钱吧。</strong></p><p></p><p style=\"text-align: justify;\"><strong>三、发行结构</strong></p><p style=\"text-align: justify;\">1、保荐人:农银国际</p><p style=\"text-align: justify;\">2、<strong>没基石!没绿鞋!啥都没有!</strong></p><p>3、公开发售机制:B,10%无回拨</p><p>散户一共666,700股,每手100股,<strong>一共6667手,非常容易被主力控盘</strong></p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/27e56cbe4502b99a26aab83f5fc36f51\" tg-width=\"1080\" tg-height=\"829\"><span>图片</span></p><p>看到这里,你应该猜到这个票想干啥了吧.....</p><p style=\"text-align: justify;\"><strong>四、估值情况</strong></p><p style=\"text-align: justify;\"><strong>1、市值锚定:</strong></p><p style=\"text-align: justify;\">62.26-76.10港元,对应市值41.5亿-50.7亿港元。</p><p style=\"text-align: justify;\"><strong>2、估值推演</strong></p><p style=\"text-align: justify;\">2024年的净利润1.05亿人民币(1.13亿港币)</p><p style=\"text-align: justify;\">静态PE:41.5亿/1.13亿 =36.7倍(下限)</p><p style=\"text-align: justify;\">静态PE:50.7亿/1.13亿 =44.8倍(上限)</p><p style=\"text-align: justify;\"><strong>3、PEG</strong></p><p style=\"text-align: justify;\">卓越睿新的营收复合增速是45%,如果我们假设未来两年净利润能保持30%的增速(考虑到规模效应和AI降本)。 PEG = 36.7 / 30 ≈ 1.22。</p><p style=\"text-align: justify;\">总体来说,这个PE和PEG,贵肯定是贵的,<strong>1.22处于合理偏贵,但是贵的不多。</strong></p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/7a07c65c11b313824007028cdd719db5\" tg-width=\"1080\" tg-height=\"875\"><span>图片</span></p><p style=\"text-align: justify;\">有百度、新浪的投资。</p><p style=\"text-align: justify;\"><strong>总结:</strong></p><p style=\"text-align: justify;\">1、基本面在4个同期的laji里面已经算是<strong>最优秀的了,跟AI靠上了边,炒作起来也容易拉情绪。</strong></p><p style=\"text-align: justify;\">2、手数6667手,无基石无绿鞋,<strong>成妖可能性较大,要重点关注。</strong></p><p>3、保守型投资者,本期的4个票,全都绕道走,<strong>这4个票都不是像紫金那样稳定能打新赚钱</strong>的,要是完全不能接受亏损,等打新市场情绪稳定下来再打不迟。</p><p>4、实在手痒冲动的,像du一把的,<strong>卓越睿新值得梭哈,全力冲刺</strong>,这个票中签了很有肉肉吃。</p><p>5、赌徒打新方案:</p><ul style=\"\"><li><p></p></li></ul><ul style=\"\"><li><p>非赌徒:4只全部绕道走,吃利息。</p></li><li><p>小赌徒:<strong>梭哈卓越睿新、余钱小面(小亏小赚,风险可控)</strong></p></li><li><p>中赌徒:梭哈小面、余钱卓越睿新</p></li><li><p>大赌徒:评论区你自己说</p></li></ul><p>我会结合孖展,后面看是不是做一把小赌徒。</p><p><strong>后记:</strong></p><p>都看到这里了,<strong>点个关注吧,以免错过下个打新深度分析</strong></p><p><a title=\"$阿里巴巴-W(09988)$\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a title=\"$小米集团-W(01810)$\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a title=\"$中芯国际(00981)$\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> <a title=\"$美团-W(03690)$\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a title=\"$腾讯控股(00700)$\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a></p><p style=\"text-align: left;\"><a title=\"$遇见小面(02408)$\" href=\"https://laohu8.com/S/02408\">$遇见小面(02408)$</a> <a title=\"$纳芯微(02676)$\" href=\"https://laohu8.com/S/02676\">$纳芯微(02676)$</a> <a title=\"$纳芯微(688052)$\" href=\"https://laohu8.com/S/688052\">$纳芯微(688052)$</a> <a title=\"$天域半导体(02658)$\" href=\"https://laohu8.com/S/02658\">$天域半导体(02658)$</a> <a title=\"$卓越睿新(02687)$\" href=\"https://laohu8.com/S/02687\">$卓越睿新(02687)$</a></p></body></html>","text":"4股齐发,这一批laji里面终于找到个能看的。 卓越睿新,品牌名叫“智慧树”,背靠百度、新浪两棵大树,号称中国高校教学数字化第一股,这家公司有一定看点。 照例,享受一下知识流入大脑的感觉: 图片 一、公司情况 卓越睿新(智慧树),核心业务很简单,帮大学老师把课做成视频,再给学校装个系统把课放上去。 只要近几年,你在中国上过大学,大概率被这棵树支配过。 图片 卖内容(数字化课程): 业务占比83.7%,帮老师把枯燥的PPT网课,还搞了个知识图谱,这块是很赚钱,毛利高达61.2%。 卖环境(数字化教室):业务占比16.2%,很苦逼的生意,卖硬件、装系统,还得派人去学校蹲点,但这块是切入点,先把坑占了,再卖软件就容易了。 赛道很窄,但是很深,做高校的生意属于典型2B,一旦进去了,校长轻易不会换系统,粘性高。数字化课程,按项目收费,做一门课收一门课的钱; 高毛利,低杠杆,生意模式还可以!收款有些问题。 二、财务数据 营收不错,核心是学校打的白条有点多,收不到现金。 增长很猛: 营收从2022年的4.0亿飙到2024年的8.48亿,年复合增长率+45.6% 净利润:从亏损5900万,翻身做主人,2024年赚了1.05亿。 毛利率:从44%到了61.9%,好消息。 图片 应收账款:比较可怕,2024年底,营收8.48亿,贸易应收款项及保留金高达3.79亿,公司辛辛苦苦干一年,接近一半的钱还是白条。 你的客户是高校,高校有钱,公司虽然账面赚了钱,但兜里全是学校打的白条,高校客户虽然不会赖账(毕竟是国资),但是付款流程极其漫长,这直接导致公司现金流不好。 现金流吃紧:2025年上半年,经营活动现金流是负的2.58亿。 图片 高校通常上半年做预算、下半年才付款,公司上半年得自己垫钱发工资、搞研发,好在毛利高,这个业务状态撑得下去。 我觉得:看来毛利率61.9%的份上,垫钱就垫钱吧。 三、发行结构 1、保荐人:农银国际 2、没基石!没绿鞋!啥都没有! 3、公开发售机制:B,10%无回拨 散户一共666,700股,每手100股,一共6667手,非常容易被主力控盘 图片 看到这里,你应该猜到这个票想干啥了吧..... 四、估值情况 1、市值锚定: 62.26-76.10港元,对应市值41.5亿-50.7亿港元。 2、估值推演 2024年的净利润1.05亿人民币(1.13亿港币) 静态PE:41.5亿/1.13亿 =36.7倍(下限) 静态PE:50.7亿/1.13亿 =44.8倍(上限) 3、PEG 卓越睿新的营收复合增速是45%,如果我们假设未来两年净利润能保持30%的增速(考虑到规模效应和AI降本)。 PEG = 36.7 / 30 ≈ 1.22。 总体来说,这个PE和PEG,贵肯定是贵的,1.22处于合理偏贵,但是贵的不多。 图片 有百度、新浪的投资。 总结: 1、基本面在4个同期的laji里面已经算是最优秀的了,跟AI靠上了边,炒作起来也容易拉情绪。 2、手数6667手,无基石无绿鞋,成妖可能性较大,要重点关注。 3、保守型投资者,本期的4个票,全都绕道走,这4个票都不是像紫金那样稳定能打新赚钱的,要是完全不能接受亏损,等打新市场情绪稳定下来再打不迟。 4、实在手痒冲动的,像du一把的,卓越睿新值得梭哈,全力冲刺,这个票中签了很有肉肉吃。 5、赌徒打新方案: 非赌徒:4只全部绕道走,吃利息。 小赌徒:梭哈卓越睿新、余钱小面(小亏小赚,风险可控) 中赌徒:梭哈小面、余钱卓越睿新 大赌徒:评论区你自己说 我会结合孖展,后面看是不是做一把小赌徒。 后记: 都看到这里了,点个关注吧,以免错过下个打新深度分析 $阿里巴巴-W(09988)$ $小米集团-W(01810)$ $中芯国际(00981)$ $美团-W(03690)$ $腾讯控股(00700)$ $遇见小面(02408)$ $纳芯微(02676)$ $纳芯微(688052)$ $天域半导体(02658)$ $卓越睿新(02687)$","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/505793289126360","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02408","688052","02676","02687","00981","00700","02658","01810","09988","03690","BABA","688981","TCEHY","MPNGY","XIACY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2659,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":250,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":80,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":506347570819352,"commentId":"506347570819352","gmtCreate":1764650686832,"gmtModify":1764653417680,"authorId":3563396067783087,"author":{"id":3563396067783087,"idStr":"3563396067783087","authorId":3563396067783087,"name":"吸金八爪","avatar":"https://static.tigerbbs.com/63327543b1a3cd1c7aab52f2e9937ed6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":506338386752496,"objectIdStr":"506338386752496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"银行IPO买不了这个吗? 以前没这个提示框 <t-t type=\"img\" src=\"https://static.tigerbbs.com/ee7ab67d2ebb9bd79a32f843fa720ee3\"></t-t>","text":"银行IPO买不了这个吗? 以前没这个提示框 <t-t type=\"img\" src=\"https://static.tigerbbs.com/ee7ab67d2ebb9bd79a32f843fa720ee3\"></t-t>","html":"银行IPO买不了这个吗? 以前没这个提示框 <t-t type=\"img\" src=\"https://static.tigerbbs.com/ee7ab67d2ebb9bd79a32f843fa720ee3\"></t-t>","likeSize":0,"commentSize":1,"subComments":[{"id":506735224427472,"commentId":"506735224427472","gmtCreate":1764745330630,"gmtModify":1764746583843,"authorId":4185768856935242,"author":{"id":4185768856935242,"idStr":"4185768856935242","authorId":4185768856935242,"name":"我爱广州GZ","avatar":"https://static.tigerbbs.com/ea7f372a3c1e58d1c5f6611c35ea5c75","vip":1,"currentWearingBadge":{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":6,"allocatedDate":"2025.11.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2004},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3(或有料帖>=10),且30天内发表过至少一篇精华帖(或4篇有料帖)并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":506338386752496,"objectIdStr":"506338386752496","type":1,"supId":506347570819352,"supIdStr":"506347570819352","prevId":0,"prevIdStr":"0","content":"正常,像上次宁德时代也这样,换券商","text":"正常,像上次宁德时代也这样,换券商","html":"正常,像上次宁德时代也这样,换券商","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/506338386752496"}
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