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一点小孤单
2021-04-16
$知乎(ZH)$
[得意]
一点小孤单
2021-03-05
加油加油加油
一点小孤单
2021-04-07
[开心]
一点小孤单
2021-04-15
这篇文章不错，转发给大家看
@市值观察:看懂复星医药，太难了？
一点小孤单
2021-04-04
这篇文章不错，转发给大家看
抱歉，原内容已删除
一点小孤单
2021-03-26
这篇文章不错，转发给大家看
@期货直播课代表:叮！叮！今晚上课：一位28年经验的基金经理分享当下交易策略
一点小孤单
2021-03-19
很好啊不错
一点小孤单
2021-03-10
没好的一天从今天开始。
一点小孤单
2021-04-19
$知乎(ZH)$
[财迷]
一点小孤单
2021-04-11
这篇文章不错，转发给大家看
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$知乎(ZH)$","images":[{"img":"https://static.tigerbbs.com/fd82ef2715f70330aad3c54ec6f8996b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376173784","isVote":1,"tweetType":1,"viewCount":5312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376146883,"gmtCreate":1619099853542,"gmtModify":1619099853542,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"[得意] ","listText":"[得意] 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","text":"$知乎(ZH)$[财迷]","images":[{"img":"https://static.tigerbbs.com/f244bc8b619b5d0f5c7374b55b0d0a45","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379795098","isVote":1,"tweetType":1,"viewCount":7760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370404476,"gmtCreate":1618617549095,"gmtModify":1618617549095,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[呆住] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[呆住] ","text":"$知乎(ZH)$[呆住]","images":[{"img":"https://static.tigerbbs.com/f244bc8b619b5d0f5c7374b55b0d0a45","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370404476","isVote":1,"tweetType":1,"viewCount":3633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370681789,"gmtCreate":1618580955241,"gmtModify":1618580955241,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[得意] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[得意] ","text":"$知乎(ZH)$[得意]","images":[{"img":"https://static.tigerbbs.com/8d64fdcaa772fce8f5fb438a31522214","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/370681789","isVote":1,"tweetType":1,"viewCount":7430,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578029324538199","authorId":"3578029324538199","name":"汤子杭","avatar":"https://static.tigerbbs.com/df72a8c1582c51b1aaaf5da729b548a7","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578029324538199","idStr":"3578029324538199"},"content":"这是中了多少股啊，哈哈哈","text":"这是中了多少股啊，哈哈哈","html":"这是中了多少股啊，哈哈哈"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370689147,"gmtCreate":1618580854289,"gmtModify":1618580854289,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"[财迷] [财迷] ","listText":"[财迷] [财迷] ","text":"[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/9bb50b506158f9be387f02a7d31396c2","width":"1080","height":"2989"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370689147","isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":347106761,"gmtCreate":1618471745453,"gmtModify":1618471745453,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"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":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/347106761","repostId":"344923072","repostType":1,"repost":{"id":344923072,"gmtCreate":1618368722196,"gmtModify":1618438840375,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570081676918603","idStr":"3570081676918603"},"themes":[],"title":"看懂复星医药，太难了？","htmlText":"作者：大师兄 编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","listText":"作者：大师兄 编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","text":"作者：大师兄 编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","images":[{"img":"https://static.tigerbbs.com/5a4bc4359f557f033aaef0db830142e1","width":"1080","height":"542"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344923072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347101965,"gmtCreate":1618471461957,"gmtModify":1618471461957,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"<a 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","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346686593","repostId":"355032489","repostType":1,"repost":{"id":355032489,"gmtCreate":1617011340000,"gmtModify":1741599198504,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"4207f134","avatar":"https://static.tigerbbs.com/1ebc2483f5c94ab5917a7ec0eb2e1f05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524030243818067","idStr":"3524030243818067"},"themes":[],"title":"史上最大单日亏损？中概股暴跌的传闻与事实","htmlText":"文 | 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道，以及圈内朋友的讨论，我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始，部分中概股发生诡异暴跌，之所以说诡异，是因为跌幅巨大而且走势异常一致：爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半，跟谁学更是一天内就完成腰斩，而同期大盘相对稳定，于是市场开始浮现不少传闻，周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏，长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过，到目前为止，所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测，尽管这些猜测逻辑缜密，合丝严缝，同时也能够获得股价走势的佐证，但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势，以及它对于投资者的警示。 图：Bill Hwang，图源网络 《巴伦周刊》中文版：上周部分中概股发生暴跌，但这一轮下跌跟去年三月的全市场大跌并不一样，暴跌集中在中概股中的教育股、部分视频网站和百度、唯品会这几家公司，并没有扩大到所有中概股，而同期美股大盘也相对稳定，对于其背后的原因众说纷纭，比如有人认为跟SEC声称正开始推进《外国公司问责法案》有关，也有人指出这是由于某基金爆仓所导致的，您认为近期中概股异动背后是什么原因，或者说，我们现在真的能知道背后的原因吗？ 陈达：我们先来梳理一下事实的时间线。首先是在3月23日左右，交易圈里爆出高盛正在为一宗美股大宗交易（ block trade）寻找买家，这笔大宗交易包含1000万股百度，185美元到市价出；5000万股腾讯音乐，17.6美元到市价出，3200万股唯品会，27.6美元到市价出，这笔大宗交易不但交易量极大，而且都比当时的市","listText":"文 | 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道，以及圈内朋友的讨论，我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始，部分中概股发生诡异暴跌，之所以说诡异，是因为跌幅巨大而且走势异常一致：爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半，跟谁学更是一天内就完成腰斩，而同期大盘相对稳定，于是市场开始浮现不少传闻，周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏，长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过，到目前为止，所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测，尽管这些猜测逻辑缜密，合丝严缝，同时也能够获得股价走势的佐证，但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势，以及它对于投资者的警示。 图：Bill Hwang，图源网络 《巴伦周刊》中文版：上周部分中概股发生暴跌，但这一轮下跌跟去年三月的全市场大跌并不一样，暴跌集中在中概股中的教育股、部分视频网站和百度、唯品会这几家公司，并没有扩大到所有中概股，而同期美股大盘也相对稳定，对于其背后的原因众说纷纭，比如有人认为跟SEC声称正开始推进《外国公司问责法案》有关，也有人指出这是由于某基金爆仓所导致的，您认为近期中概股异动背后是什么原因，或者说，我们现在真的能知道背后的原因吗？ 陈达：我们先来梳理一下事实的时间线。首先是在3月23日左右，交易圈里爆出高盛正在为一宗美股大宗交易（ block trade）寻找买家，这笔大宗交易包含1000万股百度，185美元到市价出；5000万股腾讯音乐，17.6美元到市价出，3200万股唯品会，27.6美元到市价出，这笔大宗交易不但交易量极大，而且都比当时的市","text":"文 | 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道，以及圈内朋友的讨论，我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始，部分中概股发生诡异暴跌，之所以说诡异，是因为跌幅巨大而且走势异常一致：爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半，跟谁学更是一天内就完成腰斩，而同期大盘相对稳定，于是市场开始浮现不少传闻，周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏，长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过，到目前为止，所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测，尽管这些猜测逻辑缜密，合丝严缝，同时也能够获得股价走势的佐证，但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势，以及它对于投资者的警示。 图：Bill Hwang，图源网络 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编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","listText":"作者：大师兄 编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","text":"作者：大师兄 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