9千亿的个人主页 - 老虎社区

9千亿

9千亿

香港记者

IP属地：上海

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4主题

0勋章

2021-03-03

$中国飞鹤(06186)$获利占比54%还没止跌

2021-03-08

$小米集团-W(01810)$文章太长，不截图了。总结一下文章观点：小米被美拉黑，被调出指数，原因是雷军遭表扬且一直试图研发芯片；美国搞垮了华为和小米，就是三星和苹果天下。阴谋论！我只能用亏损23.84%来表达我对你的支持，虽然我用的是华为手机，但是看好你！

2021-03-06

$Sundial Growers Inc.(SNDL)$给你们点儿信心吧

2021-04-08

$Sundial Growers Inc.(SNDL)$这还需要发表啥看法，没看法

2021-03-11

$小米集团-W(01810)$亏损27%，听到你说回购我很开心，但是你说【不定期】【最高】我就有点淡定了，但是明天肯定应该会涨，希望涨上来后，你履行承诺，不要烟雾弹！上次造车消息就让人很恼火！

2021-02-25

美国前财政部长保尔森在美国财经刊物上发文说，除非中国不再发展高科技，否则绝不取消增加关税。以前我们发的一个视频说过，欧美凭啥一年放半年的假？凭啥他们一天上三五个小时，我们就得996是常态？本质的原因还不是他们占领了高附加值的科技领域，《在人生没得选择》那篇文章里举了好几个例子，例如核电站空冷塔，美国人当年卖我们9000万一台，中国现在自己研发出来了，只要500万，那节省下来的8500万，可以养多少人？所以现在保尔森说只要中国放弃发展高科技，美国就取消关税。说起来，咱们在一二十年以前和美国的关系总体来说还是不错的。用金政委的话说，当我们用八亿件衬衫换一架波音飞机的那个年代，美国人可喜欢我们了。

2021-12-03

$启明医疗-B(02500)$不知道咋办

2021-03-25

$fuboTV Inc.(FUBO)$。。。

2021-03-06

$北控城市资源(03718)$为啥a股环保行业都涨疯了，港股这只都跌出天际了？不懂

2021-02-10

这篇文章不错，转发给大家看

抱歉，原内容已删除

去老虎APP查看更多动态

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Inc.(SNDL)$</a>这还需要发表啥看法，没看法","text":"$Sundial Growers Inc.(SNDL)$这还需要发表啥看法，没看法","images":[{"img":"https://static.tigerbbs.com/a4cefa5cd911f6d06ffd1a3ef104db21","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/348092085","isVote":1,"tweetType":1,"viewCount":4846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341808538,"gmtCreate":1617799823124,"gmtModify":1617799823124,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341808538","repostId":"343747551","repostType":1,"repost":{"id":343747551,"gmtCreate":1617758405573,"gmtModify":1617929455923,"author":{"id":"3541144894175570","authorId":"3541144894175570","name":"蜗伦韭菲特","avatar":"https://static.tigerbbs.com/aa485e1aa0bdf531752f9ebdd7a24093","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541144894175570","idStr":"3541144894175570"},"themes":[],"title":"TSM - 未来10年最具确定性的公司之一","htmlText":"注意：本文只讨论高端制程，对于中低端市场不做涉及如果我问你美股市值前10的公司都有哪些，属于什么行业，我想大多数人会知道AAPL,FB，AMZN，GOOG，MSFT，还有一些人会知道TSLA和BABA也已经跻身前10，这些都是过去几年里最耀眼的大科技股，他们的存在每时每刻都在改变着这个世界。但可能很多人不知道，在前10的列表里有一只制造业的公司，它的市值在2020年翻了一倍，并慢慢的超越BABA来到美股市值第8位，它就是台积电TSM。半导体行业概览半导体行业简单的可以分为三个类别 上流供应商 - 光刻机生产商ASML 芯片设计 -&nbsp;AMD，QCOM，AAPL，MSFT，INTC，三星 芯片制造 - TSM，INTC，三星 处于顶层的ASML生产光刻机，一年产量：40台。芯片制造公司要采购足够的光刻机来基于芯片设计公司的方案生产半导体。这就构成了半导体行业的一整条行业链。TSM - 代工的王者TSM本质上是一家代工企业，很多人听到代工就会联想到小作坊生产低端产品来占有市场。但TSM不是这样，它可以说是半导体代工的王者，它占据了这一行业超过50%的份额，位于第2位的三星不到20%。芯片制造行业属于高精尖行业，一般企业是无法随意涉足的，那TSM在这一行业的优势有哪些呢？ 1.对上游的控制 从前文可以看到，生产光刻机的ASML一年产量只有40台，芯片制造企业为了扩大产能必须去购买光刻机。而TSM恰恰也是ASML的股东之一，可以比其他对手更容易拿到机器。当然三星和INTC也是ASML的股东，可以说这40台机器几乎都被这些公司瓜分，其他公司机会很渺茫，简单的讲芯片制造行业已经被这三家头部企业从源头把控。 2.技术顶尖 TSM在2020年就完成了5nm的量产，并且讲大部分产能释放给AAPL，并预计在2022年下半年就可以量产3nm，并且3nm芯片产能的80%已经被AAPL收入囊","listText":"注意：本文只讨论高端制程，对于中低端市场不做涉及如果我问你美股市值前10的公司都有哪些，属于什么行业，我想大多数人会知道AAPL,FB，AMZN，GOOG，MSFT，还有一些人会知道TSLA和BABA也已经跻身前10，这些都是过去几年里最耀眼的大科技股，他们的存在每时每刻都在改变着这个世界。但可能很多人不知道，在前10的列表里有一只制造业的公司，它的市值在2020年翻了一倍，并慢慢的超越BABA来到美股市值第8位，它就是台积电TSM。半导体行业概览半导体行业简单的可以分为三个类别 上流供应商 - 光刻机生产商ASML 芯片设计 -&nbsp;AMD，QCOM，AAPL，MSFT，INTC，三星 芯片制造 - TSM，INTC，三星 处于顶层的ASML生产光刻机，一年产量：40台。芯片制造公司要采购足够的光刻机来基于芯片设计公司的方案生产半导体。这就构成了半导体行业的一整条行业链。TSM - 代工的王者TSM本质上是一家代工企业，很多人听到代工就会联想到小作坊生产低端产品来占有市场。但TSM不是这样，它可以说是半导体代工的王者，它占据了这一行业超过50%的份额，位于第2位的三星不到20%。芯片制造行业属于高精尖行业，一般企业是无法随意涉足的，那TSM在这一行业的优势有哪些呢？ 1.对上游的控制 从前文可以看到，生产光刻机的ASML一年产量只有40台，芯片制造企业为了扩大产能必须去购买光刻机。而TSM恰恰也是ASML的股东之一，可以比其他对手更容易拿到机器。当然三星和INTC也是ASML的股东，可以说这40台机器几乎都被这些公司瓜分，其他公司机会很渺茫，简单的讲芯片制造行业已经被这三家头部企业从源头把控。 2.技术顶尖 TSM在2020年就完成了5nm的量产，并且讲大部分产能释放给AAPL，并预计在2022年下半年就可以量产3nm，并且3nm芯片产能的80%已经被AAPL收入囊","text":"注意：本文只讨论高端制程，对于中低端市场不做涉及如果我问你美股市值前10的公司都有哪些，属于什么行业，我想大多数人会知道AAPL,FB，AMZN，GOOG，MSFT，还有一些人会知道TSLA和BABA也已经跻身前10，这些都是过去几年里最耀眼的大科技股，他们的存在每时每刻都在改变着这个世界。但可能很多人不知道，在前10的列表里有一只制造业的公司，它的市值在2020年翻了一倍，并慢慢的超越BABA来到美股市值第8位，它就是台积电TSM。半导体行业概览半导体行业简单的可以分为三个类别 上流供应商 - 光刻机生产商ASML 芯片设计 - AMD，QCOM，AAPL，MSFT，INTC，三星 芯片制造 - TSM，INTC，三星 处于顶层的ASML生产光刻机，一年产量：40台。芯片制造公司要采购足够的光刻机来基于芯片设计公司的方案生产半导体。这就构成了半导体行业的一整条行业链。TSM - 代工的王者TSM本质上是一家代工企业，很多人听到代工就会联想到小作坊生产低端产品来占有市场。但TSM不是这样，它可以说是半导体代工的王者，它占据了这一行业超过50%的份额，位于第2位的三星不到20%。芯片制造行业属于高精尖行业，一般企业是无法随意涉足的，那TSM在这一行业的优势有哪些呢？ 1.对上游的控制 从前文可以看到，生产光刻机的ASML一年产量只有40台，芯片制造企业为了扩大产能必须去购买光刻机。而TSM恰恰也是ASML的股东之一，可以比其他对手更容易拿到机器。当然三星和INTC也是ASML的股东，可以说这40台机器几乎都被这些公司瓜分，其他公司机会很渺茫，简单的讲芯片制造行业已经被这三家头部企业从源头把控。 2.技术顶尖 TSM在2020年就完成了5nm的量产，并且讲大部分产能释放给AAPL，并预计在2022年下半年就可以量产3nm，并且3nm芯片产能的80%已经被AAPL收入囊","images":[{"img":"https://static.tigerbbs.com/2c0f157f3bee70fe661c0e70cdaa9c6a","width":"688","height":"621"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343747551","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349420646,"gmtCreate":1617633048385,"gmtModify":1617633048385,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349420646","repostId":"340565680","repostType":1,"repost":{"id":340565680,"gmtCreate":1617435337240,"gmtModify":1617585233785,"author":{"id":"3493339039897080","authorId":"3493339039897080","name":"Dae","avatar":"https://static.tigerbbs.com/057ef25ea546594a44522c8463c8bce9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493339039897080","idStr":"3493339039897080"},"themes":[],"title":"富博TV的黑天鹅？年报，也未必可信！","htmlText":"$fuboTV Inc.(FUBO)$&nbsp; 先插入一段刚看到的新闻，关于富博TV的集体诉讼： 新闻标题 简而言之，2020年度的数据很可能存在较大问题，包括来自于年报的本文内容，请投资者务必谨慎投资。 富博TV的主要业务模式 富博TV目前的主要业务是将传统的体育赛事直播、即时的新闻娱乐资讯通过流媒体平台提供给订阅客户，客户可以通过手机、电脑、平板等流媒体设备来观看体育赛事直播，和腾讯体育的模式类似，也有些像早期的Netflix，但电影可以自己筹钱拍，体育内容则几无可能。 目前富博TV在大陆地区无法提供服务： 大陆暂时无法登陆 而且若是纯粹的体育赛事流媒体平台，既缺少增长空间，同时内容提供商的成本定价对于平台威胁极大（想一下国内几个英超赛事直播平台的结局）；所以富博TV结合主业及客户群特征，通过并购启动了体育博彩业务（预计在2021年底推出），一边看球，一边下注，一个平台，一键操作（下了注的比赛是不是特别关心？要是朋友之间下注呢？好像还有社交功能）。 除了体育赛事和体育博彩业务，还有一项增加客户黏性的业务，免费游戏，难道中场休息的时间也要把客户抓住？ 我们想象一下：朋友们在平台一起看球，一起下注，还可以一起打游戏，这个场景真的实现了，那客户增长很有想象空间，未来还可以考虑在线游戏对战，比如体育比赛模拟。 富博TV的主要增长战略 FuboTV的上述三类业务，主要是围绕着其核心战略布局，包括扩大付费用户量、提升用户参与度和留存率、提升变现能力。 1.&nbsp;&nbsp;&nbsp;&nbsp;关于付费用户数量：截至2020年末，付费用户达到54.78万，而2019年末约31.6万人，同比增长73%； 2.&nbsp;&nbsp;&nbsp;&nbsp;关于用户黏性：通过大数据和数据挖掘技术，梳理客户的偏好、平台使用时段等隐性特征，推出基础包和各类个性化的附加包供客户选","listText":"$fuboTV Inc.(FUBO)$&nbsp; 先插入一段刚看到的新闻，关于富博TV的集体诉讼： 新闻标题 简而言之，2020年度的数据很可能存在较大问题，包括来自于年报的本文内容，请投资者务必谨慎投资。 富博TV的主要业务模式 富博TV目前的主要业务是将传统的体育赛事直播、即时的新闻娱乐资讯通过流媒体平台提供给订阅客户，客户可以通过手机、电脑、平板等流媒体设备来观看体育赛事直播，和腾讯体育的模式类似，也有些像早期的Netflix，但电影可以自己筹钱拍，体育内容则几无可能。 目前富博TV在大陆地区无法提供服务： 大陆暂时无法登陆 而且若是纯粹的体育赛事流媒体平台，既缺少增长空间，同时内容提供商的成本定价对于平台威胁极大（想一下国内几个英超赛事直播平台的结局）；所以富博TV结合主业及客户群特征，通过并购启动了体育博彩业务（预计在2021年底推出），一边看球，一边下注，一个平台，一键操作（下了注的比赛是不是特别关心？要是朋友之间下注呢？好像还有社交功能）。 除了体育赛事和体育博彩业务，还有一项增加客户黏性的业务，免费游戏，难道中场休息的时间也要把客户抓住？ 我们想象一下：朋友们在平台一起看球，一起下注，还可以一起打游戏，这个场景真的实现了，那客户增长很有想象空间，未来还可以考虑在线游戏对战，比如体育比赛模拟。 富博TV的主要增长战略 FuboTV的上述三类业务，主要是围绕着其核心战略布局，包括扩大付费用户量、提升用户参与度和留存率、提升变现能力。 1.&nbsp;&nbsp;&nbsp;&nbsp;关于付费用户数量：截至2020年末，付费用户达到54.78万，而2019年末约31.6万人，同比增长73%； 2.&nbsp;&nbsp;&nbsp;&nbsp;关于用户黏性：通过大数据和数据挖掘技术，梳理客户的偏好、平台使用时段等隐性特征，推出基础包和各类个性化的附加包供客户选","text":"$fuboTV Inc.(FUBO)$ 先插入一段刚看到的新闻，关于富博TV的集体诉讼： 新闻标题 简而言之，2020年度的数据很可能存在较大问题，包括来自于年报的本文内容，请投资者务必谨慎投资。 富博TV的主要业务模式 富博TV目前的主要业务是将传统的体育赛事直播、即时的新闻娱乐资讯通过流媒体平台提供给订阅客户，客户可以通过手机、电脑、平板等流媒体设备来观看体育赛事直播，和腾讯体育的模式类似，也有些像早期的Netflix，但电影可以自己筹钱拍，体育内容则几无可能。 目前富博TV在大陆地区无法提供服务： 大陆暂时无法登陆 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关于用户黏性：通过大数据和数据挖掘技术，梳理客户的偏好、平台使用时段等隐性特征，推出基础包和各类个性化的附加包供客户选","images":[{"img":"https://static.tigerbbs.com/40539ca8fdc5681211401abd552a433f","width":"688","height":"189"},{"img":"https://static.tigerbbs.com/1dfc8b231382d04fa2663d835bc9ef54","width":"544","height":"262"},{"img":"https://static.tigerbbs.com/3ae1e1cb2f08b3f976258b9d96536cb0","width":"688","height":"471"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340565680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351718307,"gmtCreate":1616632918409,"gmtModify":1616632918409,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>亏损27%，听到你说回购我很开心，但是你说【不定期】【最高】我就有点淡定了，但是明天肯定应该会涨，希望涨上来后，你履行承诺，不要烟雾弹！上次造车消息就让人很恼火！","text":"$小米集团-W(01810)$亏损27%，听到你说回购我很开心，但是你说【不定期】【最高】我就有点淡定了，但是明天肯定应该会涨，希望涨上来后，你履行承诺，不要烟雾弹！上次造车消息就让人很恼火！","images":[{"img":"https://static.tigerbbs.com/2d46b121be2433cf3b2a4ed329b1fa50","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/321744879","isVote":1,"tweetType":1,"viewCount":7100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516213519402224","authorId":"3516213519402224","name":"水水_0674","avatar":"https://static.tigerbbs.com/35083b337d9214631b9d41f820170a2f","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3516213519402224","idStr":"3516213519402224"},"content":"明天长毛阿，3月24日前为财报期不允许回购","text":"明天长毛阿，3月24日前为财报期不允许回购","html":"明天长毛阿，3月24日前为财报期不允许回购"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":321251111,"gmtCreate":1615442720733,"gmtModify":1703489115422,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321251111","repostId":"2118606175","repostType":2,"isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321688896,"gmtCreate":1615429067115,"gmtModify":1703488928430,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>[微笑]&nbsp;","text":"$启明医疗-B(02500)$[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329989747","repostId":"310176551","repostType":1,"repost":{"id":310176551,"gmtCreate":1611295884066,"gmtModify":1703749495274,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"279327367386116","idStr":"279327367386116"},"themes":[],"title":"了解心脏瓣膜置换术，才知道TAVR手术有多重要","htmlText":"跟着医生了解一下心脏瓣膜手术，不过这主要介绍的是传统心脏瓣膜手数，难度较大。2020年台湾艺人小鬼（黄鸿升）的猝死恐怕就是因此相关的心脏疾病。 现在普遍采用的是微创的TAVR（经导管主动脉置换术），将过程简化，也降低了手术风险。 PS:&nbsp;心脏疾病不可小视。<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a> <a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a> <a href=\"https://laohu8.com/S/09996\">$沛嘉医疗-B(09996)$</a>","listText":"跟着医生了解一下心脏瓣膜手术，不过这主要介绍的是传统心脏瓣膜手数，难度较大。2020年台湾艺人小鬼（黄鸿升）的猝死恐怕就是因此相关的心脏疾病。 现在普遍采用的是微创的TAVR（经导管主动脉置换术），将过程简化，也降低了手术风险。 PS:&nbsp;心脏疾病不可小视。<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a> <a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a> <a href=\"https://laohu8.com/S/09996\">$沛嘉医疗-B(09996)$</a>","text":"跟着医生了解一下心脏瓣膜手术，不过这主要介绍的是传统心脏瓣膜手数，难度较大。2020年台湾艺人小鬼（黄鸿升）的猝死恐怕就是因此相关的心脏疾病。 现在普遍采用的是微创的TAVR（经导管主动脉置换术），将过程简化，也降低了手术风险。 PS: 心脏疾病不可小视。$微创医疗(00853)$ $启明医疗-B(02500)$ $沛嘉医疗-B(09996)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310176551","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329980831,"gmtCreate":1615197941723,"gmtModify":1703485523736,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>心脏瓣膜龙头","listText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>心脏瓣膜龙头","text":"$启明医疗-B(02500)$心脏瓣膜龙头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329980831","repostId":"361273212","repostType":1,"repost":{"id":361273212,"gmtCreate":1614243282336,"gmtModify":1744855243473,"author":{"id":"3518648173775421","authorId":"3518648173775421","name":"公子豹","avatar":"https://static.tigerbbs.com/488ada3960152eb0981865ec0184054e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518648173775421","idStr":"3518648173775421"},"themes":[],"title":"重新审视医疗行业的长逻辑：“老龄化+消费升级”的确定性机会","htmlText":"牛年开年以来，市场风格出现了明显的变化，前期资金抱团集中的高位板块回调，资金出现高低切换的迹象。市场风格的变化与流动性边际收紧有关，今年随着疫苗接种推广、实体经济逐渐恢复和应对通胀压力，货币政策收紧在情理之中。纵观历史，这种宏观背景下，选股的难度实际上增大了。01老龄化+消费升级对于这种情况，我一直建议从中长期视角来做选择，看重长期确定性和成长空间，操作起来会从容很多。这也是我近期来一直建议大家重视医疗板块的原因：老龄化带来的刚需，消费升级带来的高医疗费，势必打开医疗板块的市值空间。（医疗卫生机构总诊疗人次数）整体看，医疗板块经过去年三季度以来震荡回调行情后，部分板块已完成前期涨幅的消化，进入合理估值区间。从业绩来看，去年上半年业绩受疫情影响呈现基数，随着疫苗接种，医疗需求回暖（需求只会延后，不会消失），今年的业绩增速会相当不错。请大家注意我的措辞：医疗，而非医药。简单说，医疗是医药的一个子集，但它是直接面对终端消费者的，粘性更大，确定性也更高。由于疫情带来的冲击，大家更加重视生命健康，使得行业未来发展的基础更扎实，可以说具备十年以上长期成长空间。而另一方面，目前中国享受医疗服务的比例，相比海外发达国家的占比非常低，还处在非常早期。医疗板块包括医疗保健设备与服务两个方面，可以细分为高值耗材、体外诊断、医疗设备、医疗服务等板块。以下我大致说一下各自的投资逻辑。02医疗器械进口替代医疗设备方面，现代医学诊疗技术的进步，使得医生非常的依赖器械，过去医术的好坏取决于医生的经验。现在随着医学技术的进步，使得诊疗正确率有很大幅的提升。比如，我们去医院，一抽血，一验血，过几分钟这个化验单就出来了，各个指标一目了然，甚至有时候不需要医生，很多经常去医院的人一眼就看出自己身体上出了什么毛病，是病毒感冒还是细菌性感染。在新冠疫情的检测中，不仅需要做体外检测、血液检测，还有一个肺部 CT 检测，","listText":"牛年开年以来，市场风格出现了明显的变化，前期资金抱团集中的高位板块回调，资金出现高低切换的迹象。市场风格的变化与流动性边际收紧有关，今年随着疫苗接种推广、实体经济逐渐恢复和应对通胀压力，货币政策收紧在情理之中。纵观历史，这种宏观背景下，选股的难度实际上增大了。01老龄化+消费升级对于这种情况，我一直建议从中长期视角来做选择，看重长期确定性和成长空间，操作起来会从容很多。这也是我近期来一直建议大家重视医疗板块的原因：老龄化带来的刚需，消费升级带来的高医疗费，势必打开医疗板块的市值空间。（医疗卫生机构总诊疗人次数）整体看，医疗板块经过去年三季度以来震荡回调行情后，部分板块已完成前期涨幅的消化，进入合理估值区间。从业绩来看，去年上半年业绩受疫情影响呈现基数，随着疫苗接种，医疗需求回暖（需求只会延后，不会消失），今年的业绩增速会相当不错。请大家注意我的措辞：医疗，而非医药。简单说，医疗是医药的一个子集，但它是直接面对终端消费者的，粘性更大，确定性也更高。由于疫情带来的冲击，大家更加重视生命健康，使得行业未来发展的基础更扎实，可以说具备十年以上长期成长空间。而另一方面，目前中国享受医疗服务的比例，相比海外发达国家的占比非常低，还处在非常早期。医疗板块包括医疗保健设备与服务两个方面，可以细分为高值耗材、体外诊断、医疗设备、医疗服务等板块。以下我大致说一下各自的投资逻辑。02医疗器械进口替代医疗设备方面，现代医学诊疗技术的进步，使得医生非常的依赖器械，过去医术的好坏取决于医生的经验。现在随着医学技术的进步，使得诊疗正确率有很大幅的提升。比如，我们去医院，一抽血，一验血，过几分钟这个化验单就出来了，各个指标一目了然，甚至有时候不需要医生，很多经常去医院的人一眼就看出自己身体上出了什么毛病，是病毒感冒还是细菌性感染。在新冠疫情的检测中，不仅需要做体外检测、血液检测，还有一个肺部 CT 检测，","text":"牛年开年以来，市场风格出现了明显的变化，前期资金抱团集中的高位板块回调，资金出现高低切换的迹象。市场风格的变化与流动性边际收紧有关，今年随着疫苗接种推广、实体经济逐渐恢复和应对通胀压力，货币政策收紧在情理之中。纵观历史，这种宏观背景下，选股的难度实际上增大了。01老龄化+消费升级对于这种情况，我一直建议从中长期视角来做选择，看重长期确定性和成长空间，操作起来会从容很多。这也是我近期来一直建议大家重视医疗板块的原因：老龄化带来的刚需，消费升级带来的高医疗费，势必打开医疗板块的市值空间。（医疗卫生机构总诊疗人次数）整体看，医疗板块经过去年三季度以来震荡回调行情后，部分板块已完成前期涨幅的消化，进入合理估值区间。从业绩来看，去年上半年业绩受疫情影响呈现基数，随着疫苗接种，医疗需求回暖（需求只会延后，不会消失），今年的业绩增速会相当不错。请大家注意我的措辞：医疗，而非医药。简单说，医疗是医药的一个子集，但它是直接面对终端消费者的，粘性更大，确定性也更高。由于疫情带来的冲击，大家更加重视生命健康，使得行业未来发展的基础更扎实，可以说具备十年以上长期成长空间。而另一方面，目前中国享受医疗服务的比例，相比海外发达国家的占比非常低，还处在非常早期。医疗板块包括医疗保健设备与服务两个方面，可以细分为高值耗材、体外诊断、医疗设备、医疗服务等板块。以下我大致说一下各自的投资逻辑。02医疗器械进口替代医疗设备方面，现代医学诊疗技术的进步，使得医生非常的依赖器械，过去医术的好坏取决于医生的经验。现在随着医学技术的进步，使得诊疗正确率有很大幅的提升。比如，我们去医院，一抽血，一验血，过几分钟这个化验单就出来了，各个指标一目了然，甚至有时候不需要医生，很多经常去医院的人一眼就看出自己身体上出了什么毛病，是病毒感冒还是细菌性感染。在新冠疫情的检测中，不仅需要做体外检测、血液检测，还有一个肺部 CT 检测，","images":[{"img":"https://static.tigerbbs.com/854eabf46497542e88765d337ac22fff","width":"688","height":"401"},{"img":"https://static.tigerbbs.com/6520b3625f1ae54abfcbb107a13450be","width":"554","height":"241"},{"img":"https://static.tigerbbs.com/f5108a98998a54e0f6b5b174083d8470","width":"620","height":"60"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361273212","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329917564,"gmtCreate":1615197857858,"gmtModify":1703485522520,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329917564","repostId":"366449228","repostType":1,"repost":{"id":366449228,"gmtCreate":1614557501064,"gmtModify":1744852311609,"author":{"id":"3553226708115564","authorId":"3553226708115564","name":"智通新股","avatar":"https://static.tigerbbs.com/c4a0cfaf87a76bbe4fc80b0e9ce926e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553226708115564","idStr":"3553226708115564"},"themes":[],"title":"医疗器械历来牛股辈出，关注细分龙头先瑞达递表","htmlText":"智通财经研究员/曾辉医疗器械赛道，历来牛股辈出。A股三年十倍的大龙头迈瑞医疗就不用多介绍了。如果做不了医疗行业的巨头，就做细分赛道的绝对龙头。这或许是先瑞达医疗科技控股有限公司（下称“先瑞达”）现阶段最重要的发展策略，若公司能成功上市，有望借此成为一个热门打新标的。创新介入医疗器械企业，外周DCB市场份额超86.9%智通财经APP获悉，据港交所披露，先瑞达近期申请在港交所主板上市，摩根士丹利和中金公司为其联席保荐人。先瑞达招股书显示，公司是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案。公司已开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械，于2016年开发并推出中国首款外周DCB产品，领先第二名约四年的时间。公司的第二款DCB产品于2019年获FDA指定为“突破性器械”，并于2020年12月获NMPA批准，成为全球首款(截至2021年2月1日仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。根据弗若斯特沙利文的资料，在全球所有DCB产品中，先瑞达的DCB产品采用了其中一种最先进的药物涂层技术，且与全球其他主要竞争产品相比，公司的DCB产品的临床表现尤为出色。加上具备先发优势，先瑞达迅速占据主导地位。以2020年收入计，公司在中国外周DCB市场的市场份额超过86.9%。截至2020年前三季度，先瑞达的核心产品包括AcoArtOrchid®&amp;DhaliaTM和AcoArtTulipTM&amp;LitosTM，两种产品均为紫杉醇DCB。其中前者用于预防股浅动脉(SFA)及腘动脉(PPA)狭窄或阻塞，以血管介入方式治疗下肢动脉疾病(LEAD)，于2019年及截至2020年9月30日止九个月，该产品于中国及海外的销量分别为8200万元人民币（单位下同）和1.601亿元。后者","listText":"智通财经研究员/曾辉医疗器械赛道，历来牛股辈出。A股三年十倍的大龙头迈瑞医疗就不用多介绍了。如果做不了医疗行业的巨头，就做细分赛道的绝对龙头。这或许是先瑞达医疗科技控股有限公司（下称“先瑞达”）现阶段最重要的发展策略，若公司能成功上市，有望借此成为一个热门打新标的。创新介入医疗器械企业，外周DCB市场份额超86.9%智通财经APP获悉，据港交所披露，先瑞达近期申请在港交所主板上市，摩根士丹利和中金公司为其联席保荐人。先瑞达招股书显示，公司是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案。公司已开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械，于2016年开发并推出中国首款外周DCB产品，领先第二名约四年的时间。公司的第二款DCB产品于2019年获FDA指定为“突破性器械”，并于2020年12月获NMPA批准，成为全球首款(截至2021年2月1日仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。根据弗若斯特沙利文的资料，在全球所有DCB产品中，先瑞达的DCB产品采用了其中一种最先进的药物涂层技术，且与全球其他主要竞争产品相比，公司的DCB产品的临床表现尤为出色。加上具备先发优势，先瑞达迅速占据主导地位。以2020年收入计，公司在中国外周DCB市场的市场份额超过86.9%。截至2020年前三季度，先瑞达的核心产品包括AcoArtOrchid®&amp;DhaliaTM和AcoArtTulipTM&amp;LitosTM，两种产品均为紫杉醇DCB。其中前者用于预防股浅动脉(SFA)及腘动脉(PPA)狭窄或阻塞，以血管介入方式治疗下肢动脉疾病(LEAD)，于2019年及截至2020年9月30日止九个月，该产品于中国及海外的销量分别为8200万元人民币（单位下同）和1.601亿元。后者","text":"智通财经研究员/曾辉医疗器械赛道，历来牛股辈出。A股三年十倍的大龙头迈瑞医疗就不用多介绍了。如果做不了医疗行业的巨头，就做细分赛道的绝对龙头。这或许是先瑞达医疗科技控股有限公司（下称“先瑞达”）现阶段最重要的发展策略，若公司能成功上市，有望借此成为一个热门打新标的。创新介入医疗器械企业，外周DCB市场份额超86.9%智通财经APP获悉，据港交所披露，先瑞达近期申请在港交所主板上市，摩根士丹利和中金公司为其联席保荐人。先瑞达招股书显示，公司是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案。公司已开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械，于2016年开发并推出中国首款外周DCB产品，领先第二名约四年的时间。公司的第二款DCB产品于2019年获FDA指定为“突破性器械”，并于2020年12月获NMPA批准，成为全球首款(截至2021年2月1日仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。根据弗若斯特沙利文的资料，在全球所有DCB产品中，先瑞达的DCB产品采用了其中一种最先进的药物涂层技术，且与全球其他主要竞争产品相比，公司的DCB产品的临床表现尤为出色。加上具备先发优势，先瑞达迅速占据主导地位。以2020年收入计，公司在中国外周DCB市场的市场份额超过86.9%。截至2020年前三季度，先瑞达的核心产品包括AcoArtOrchid®&DhaliaTM和AcoArtTulipTM&LitosTM，两种产品均为紫杉醇DCB。其中前者用于预防股浅动脉(SFA)及腘动脉(PPA)狭窄或阻塞，以血管介入方式治疗下肢动脉疾病(LEAD)，于2019年及截至2020年9月30日止九个月，该产品于中国及海外的销量分别为8200万元人民币（单位下同）和1.601亿元。后者","images":[{"img":"https://static.tigerbbs.com/333ed8d99f7d6769161e181f62a69a35"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366449228","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329067872,"gmtCreate":1615191316996,"gmtModify":1703485408215,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>综合分析，我国心脏瓣膜器械市场规模增长的机会在于：1.1老龄化程度加剧、慢性病高发将促使心脏瓣膜病尤其是老年退行性心脏瓣膜病患者数量增加，患者数量的增加进一步增加心脏瓣膜器械的市场规模。1.2随着生物瓣膜技术的改进和市场教育的加强，生物瓣膜应用在我国瓣膜市场占比逐步提高。1.3经导管介入治疗术在中国运用尚属于早期阶段，未来随着技术运用的成熟心脏瓣膜器械市场规模将得到进一步增长。以下为详细介绍心脏瓣膜病（HVD）无论在我国还是国外都是一种常见的心脏病，是指人体的四个瓣膜由于慢性风湿性疾病、退行性病变、炎症、缺血性坏死、先天性发育畸形及创伤等原因造成的心脏瓣膜及其附属结构异常，失去正常的解剖结构和生理功能，开放时血流受阻即心脏瓣膜狭窄，关闭时血液反流即心脏瓣膜关闭不全；有时候同一个瓣膜既有狭窄又有关闭不全，两个以上的瓣膜同时受累时称之为联合瓣膜病。心脏瓣膜病患者轻者气促、虚弱、眩晕，重者可能导致心力衰竭、猝死。心脏瓣膜病可分为先天性与后天性两大类，后天性又可分为慢性风湿性心脏瓣膜病与非风湿性心脏瓣膜病。先天性心脏瓣膜畸形比较少见，主要是胚胎发育过程中（特别是妊娠前三个月）出现障碍而造成。风湿性心脏瓣膜病是风湿病累及心脏瓣膜并反复发作，经过长期发展过程而形成，是一种慢性疾病，主要累及二尖瓣。非风湿性心脏瓣膜病最主要是表现形式是老年退行性病变导致的心脏瓣膜病，除此而外还有创伤性心脏瓣膜损害、感染性心内膜炎、冠心病引起的心脏瓣膜功能不全以及瓣膜粘液样变性引起的心脏瓣膜病。近年来由于老龄化加剧、慢性病高发导致老年退行性心脏瓣膜病患者逐年增加，老年退行性心脏瓣膜病主要累及主动脉瓣。根据心脏发病位置，心脏瓣膜病总结如下：心脏瓣膜病发病后具有较高的死亡率，不可掉以轻心。国外顶级学术","listText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>综合分析，我国心脏瓣膜器械市场规模增长的机会在于：1.1老龄化程度加剧、慢性病高发将促使心脏瓣膜病尤其是老年退行性心脏瓣膜病患者数量增加，患者数量的增加进一步增加心脏瓣膜器械的市场规模。1.2随着生物瓣膜技术的改进和市场教育的加强，生物瓣膜应用在我国瓣膜市场占比逐步提高。1.3经导管介入治疗术在中国运用尚属于早期阶段，未来随着技术运用的成熟心脏瓣膜器械市场规模将得到进一步增长。以下为详细介绍心脏瓣膜病（HVD）无论在我国还是国外都是一种常见的心脏病，是指人体的四个瓣膜由于慢性风湿性疾病、退行性病变、炎症、缺血性坏死、先天性发育畸形及创伤等原因造成的心脏瓣膜及其附属结构异常，失去正常的解剖结构和生理功能，开放时血流受阻即心脏瓣膜狭窄，关闭时血液反流即心脏瓣膜关闭不全；有时候同一个瓣膜既有狭窄又有关闭不全，两个以上的瓣膜同时受累时称之为联合瓣膜病。心脏瓣膜病患者轻者气促、虚弱、眩晕，重者可能导致心力衰竭、猝死。心脏瓣膜病可分为先天性与后天性两大类，后天性又可分为慢性风湿性心脏瓣膜病与非风湿性心脏瓣膜病。先天性心脏瓣膜畸形比较少见，主要是胚胎发育过程中（特别是妊娠前三个月）出现障碍而造成。风湿性心脏瓣膜病是风湿病累及心脏瓣膜并反复发作，经过长期发展过程而形成，是一种慢性疾病，主要累及二尖瓣。非风湿性心脏瓣膜病最主要是表现形式是老年退行性病变导致的心脏瓣膜病，除此而外还有创伤性心脏瓣膜损害、感染性心内膜炎、冠心病引起的心脏瓣膜功能不全以及瓣膜粘液样变性引起的心脏瓣膜病。近年来由于老龄化加剧、慢性病高发导致老年退行性心脏瓣膜病患者逐年增加，老年退行性心脏瓣膜病主要累及主动脉瓣。根据心脏发病位置，心脏瓣膜病总结如下：心脏瓣膜病发病后具有较高的死亡率，不可掉以轻心。国外顶级学术","text":"$启明医疗-B(02500)$综合分析，我国心脏瓣膜器械市场规模增长的机会在于：1.1老龄化程度加剧、慢性病高发将促使心脏瓣膜病尤其是老年退行性心脏瓣膜病患者数量增加，患者数量的增加进一步增加心脏瓣膜器械的市场规模。1.2随着生物瓣膜技术的改进和市场教育的加强，生物瓣膜应用在我国瓣膜市场占比逐步提高。1.3经导管介入治疗术在中国运用尚属于早期阶段，未来随着技术运用的成熟心脏瓣膜器械市场规模将得到进一步增长。以下为详细介绍心脏瓣膜病（HVD）无论在我国还是国外都是一种常见的心脏病，是指人体的四个瓣膜由于慢性风湿性疾病、退行性病变、炎症、缺血性坏死、先天性发育畸形及创伤等原因造成的心脏瓣膜及其附属结构异常，失去正常的解剖结构和生理功能，开放时血流受阻即心脏瓣膜狭窄，关闭时血液反流即心脏瓣膜关闭不全；有时候同一个瓣膜既有狭窄又有关闭不全，两个以上的瓣膜同时受累时称之为联合瓣膜病。心脏瓣膜病患者轻者气促、虚弱、眩晕，重者可能导致心力衰竭、猝死。心脏瓣膜病可分为先天性与后天性两大类，后天性又可分为慢性风湿性心脏瓣膜病与非风湿性心脏瓣膜病。先天性心脏瓣膜畸形比较少见，主要是胚胎发育过程中（特别是妊娠前三个月）出现障碍而造成。风湿性心脏瓣膜病是风湿病累及心脏瓣膜并反复发作，经过长期发展过程而形成，是一种慢性疾病，主要累及二尖瓣。非风湿性心脏瓣膜病最主要是表现形式是老年退行性病变导致的心脏瓣膜病，除此而外还有创伤性心脏瓣膜损害、感染性心内膜炎、冠心病引起的心脏瓣膜功能不全以及瓣膜粘液样变性引起的心脏瓣膜病。近年来由于老龄化加剧、慢性病高发导致老年退行性心脏瓣膜病患者逐年增加，老年退行性心脏瓣膜病主要累及主动脉瓣。根据心脏发病位置，心脏瓣膜病总结如下：心脏瓣膜病发病后具有较高的死亡率，不可掉以轻心。国外顶级学术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329067872","isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320715353,"gmtCreate":1615176899872,"gmtModify":1703485232154,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>我党用“小米加步枪”打下的天下，漂亮国害怕了[笑哭]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>我党用“小米加步枪”打下的天下，漂亮国害怕了[笑哭]&nbsp;[捂脸]&nbsp;","text":"$小米集团-W(01810)$我党用“小米加步枪”打下的天下，漂亮国害怕了[笑哭] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320715353","repostId":"2117653475","repostType":2,"isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320443654,"gmtCreate":1615171010278,"gmtModify":1703485154363,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>文章太长，不截图了。总结一下文章观点：小米被美拉黑，被调出指数，原因是雷军遭表扬且一直试图研发芯片；美国搞垮了华为和小米，就是三星和苹果天下。阴谋论！我只能用亏损23.84%来表达我对你的支持，虽然我用的是华为手机，但是看好你！","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>文章太长，不截图了。总结一下文章观点：小米被美拉黑，被调出指数，原因是雷军遭表扬且一直试图研发芯片；美国搞垮了华为和小米，就是三星和苹果天下。阴谋论！我只能用亏损23.84%来表达我对你的支持，虽然我用的是华为手机，但是看好你！","text":"$小米集团-W(01810)$文章太长，不截图了。总结一下文章观点：小米被美拉黑，被调出指数，原因是雷军遭表扬且一直试图研发芯片；美国搞垮了华为和小米，就是三星和苹果天下。阴谋论！我只能用亏损23.84%来表达我对你的支持，虽然我用的是华为手机，但是看好你！","images":[{"img":"https://static.tigerbbs.com/34a69803c7a455a1c7eb48a366a3006a","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/320443654","isVote":1,"tweetType":1,"viewCount":8980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":320118031,"gmtCreate":1615040070723,"gmtModify":1703484385336,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03718\">$北控城市资源(03718)$</a>为啥a股环保行业都涨疯了，港股这只都跌出天际了？不懂","listText":"<a href=\"https://laohu8.com/S/03718\">$北控城市资源(03718)$</a>为啥a股环保行业都涨疯了，港股这只都跌出天际了？不懂","text":"$北控城市资源(03718)$为啥a股环保行业都涨疯了，港股这只都跌出天际了？不懂","images":[{"img":"https://static.tigerbbs.com/f2f285a1aef4aee4047358c549e322dd","width":"1080","height":"7448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320118031","isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":365235641,"gmtCreate":1614743527083,"gmtModify":1703480562548,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06186\">$中国飞鹤(06186)$</a>获利占比54%还没止跌","listText":"<a href=\"https://laohu8.com/S/06186\">$中国飞鹤(06186)$</a>获利占比54%还没止跌","text":"$中国飞鹤(06186)$获利占比54%还没止跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/365235641","isVote":1,"tweetType":1,"viewCount":4315,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563401845741779","authorId":"3563401845741779","name":"cheng68","avatar":"https://static.tigerbbs.com/f4e0ac59a952a27df0ae652903ab2c8d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563401845741779","idStr":"3563401845741779"},"content":"请问您觉得什么价格合适，您建仓没有？","text":"请问您觉得什么价格合适，您建仓没有？","html":"请问您觉得什么价格合适，您建仓没有？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320443654,"gmtCreate":1615171010278,"gmtModify":1703485154363,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>文章太长，不截图了。总结一下文章观点：小米被美拉黑，被调出指数，原因是雷军遭表扬且一直试图研发芯片；美国搞垮了华为和小米，就是三星和苹果天下。阴谋论！我只能用亏损23.84%来表达我对你的支持，虽然我用的是华为手机，但是看好你！","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>文章太长，不截图了。总结一下文章观点：小米被美拉黑，被调出指数，原因是雷军遭表扬且一直试图研发芯片；美国搞垮了华为和小米，就是三星和苹果天下。阴谋论！我只能用亏损23.84%来表达我对你的支持，虽然我用的是华为手机，但是看好你！","text":"$小米集团-W(01810)$文章太长，不截图了。总结一下文章观点：小米被美拉黑，被调出指数，原因是雷军遭表扬且一直试图研发芯片；美国搞垮了华为和小米，就是三星和苹果天下。阴谋论！我只能用亏损23.84%来表达我对你的支持，虽然我用的是华为手机，但是看好你！","images":[{"img":"https://static.tigerbbs.com/34a69803c7a455a1c7eb48a366a3006a","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/320443654","isVote":1,"tweetType":1,"viewCount":8980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":320007824,"gmtCreate":1614986835768,"gmtModify":1703483916261,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>给你们点儿信心吧","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>给你们点儿信心吧","text":"$Sundial Growers Inc.(SNDL)$给你们点儿信心吧","images":[{"img":"https://static.tigerbbs.com/494cd8ffbb2b1465d1c18af5ed626e5c","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/320007824","isVote":1,"tweetType":1,"viewCount":3773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":348092085,"gmtCreate":1617864947547,"gmtModify":1617864947547,"author":{"id":"3573022396180729","authorId":"3573022396180729","name":"9千亿","avatar":"https://static.tigerbbs.com/9894bf8cec1edbc32c7ad8071e5549ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573022396180729","idStr":"3573022396180729"},"themes":[],"htmlText":"<a 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