sharegoer的个人主页 - 老虎社区

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0勋章

2021-06-20

$黑莓(BB)$开市有机会吗

2021-07-14

$9 Meters Biopharma Inc.(NMTR)$呵呵呵

2021-07-26

$Xenetic Biosciences Inc(XBIO)$呵呵

2021-07-04

$小米集团-W(01810)$又跌了

2021-06-28

快快快快快快快快快快快快快涨

2021-06-24

来吧，这把好枪

2021-06-19

$爱回收(RERE)$第一次打新

2021-07-23

$阿索尔达生物制药公司(ACOR)$小小肉

2021-06-24

来吧，冲呀，冲呀

2021-06-24

$AMMO Inc.(POWW)$擦枪走火

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我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","listText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","text":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头$阿斯麦(ASML)$ ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而$台积电(TSM)$ 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 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target=\"_blank\" href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 以股价低点6.81而论，对应昨日13.49的历史最高价，距离翻倍一步之遥。这期间，若以探究公司的严肃态度而言，公司一季度财报不可忽视，一起回顾： 一季报：成长能力不俗，MAU增速强劲 财报显示，知乎第一季度营收4.78亿元，同比增长154.2%，远超市场预期4.61亿元。当日尽管知乎美股盘前涨超6%，最终收跌1%。 盈利结构而言，当季知乎三大主营业务（在线广告、付费会员、商业内容解决方案）均实现同比大幅增长。其中，线上广告业务在该季度收入为2.14亿，同比增长70.1%；付费会员业务收入1.27亿，同比增长127%，2021年第一季度的平均月付会员数达到400万，同比增137.8%；商业内容解决方案业务，收入1.21亿，同比去年一季度增幅超过100倍。 以及，知乎第一季度平均月活跃用户数为8500万，同比增长37.7%；而2020年第四季度，知乎平均MAU为7570万，一季度月活增长930万。 所以，增长部分成绩不错。问题可能在利润部分，知乎第一季度毛利润为2.73亿元，相较2020年同期增长248.5%，毛利率提高至57%，而2020年同期为41.6%。 知乎本季度净亏损3.247亿元，同比扩大61.3%；不按照美国通用会计准则，第一季度调整后的净亏损为人民币1.936亿元，同比扩大19.7%。这主要源于，知乎主营业务成本（广告服务、内容相关成本、云服务和带宽成本）从2020年同期的1.1亿元增加至2.06亿元；其次，知乎在营销、研发以及行政支出上的费用呈现持续增长的趋势，仅营销费用就比去年同期增长近三倍（去年1.","listText":"头顶中国最大高质量在线问答社区的知乎，上市之初即破发。这份不愉快的记忆，如果抱有耐心，步入6月的知乎将以40%的回报率回应你丰收的喜悦。<a target=\"_blank\" href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 以股价低点6.81而论，对应昨日13.49的历史最高价，距离翻倍一步之遥。这期间，若以探究公司的严肃态度而言，公司一季度财报不可忽视，一起回顾： 一季报：成长能力不俗，MAU增速强劲 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jeans、gxg.kids、Yatlas、MOVBAIN、MODE COMMUTER，各自针对不同顾客群且各具设计风格。 经历2020年疫情大考之后，这家时尚男装领域的龙头企业，展现出了强大的恢复态势。在2021年618开门红当天，活动仅开场47分钟，慕尚就超过去年同期全天的业绩，整个开门红活动三天业绩同比增长近60%。并且，各项数据指标都有明显的提升，其中客单价同比上涨60元，转化率则同比增长近60%。 并且，对于自有会员的私域流量池这一部分，公司专门设计了会员独享的体验大礼包、优惠券、挑战计划等，针对不同层次的会员做出一系列的营销动作，使得自有会员在618开门红大促中感受到会员的特殊待遇，大幅提升了私域流量黏性。为此，公司整个618开门红业绩的一半，都是私域流量的会员成交金额。 战果丰硕，全品牌、渠道数据超预期亮眼。 首先是最重要的GXG品牌，整个618活动期间，含男内男鞋的GXG品牌整体销售额达到了1.56亿元，同比大幅增长17%，较此前定下的1.49亿元目标超额完成了5%。 分渠道来看的话，GXG线上销售完成度达134%，规模同比增长了10%。其中天猫、唯品、抖音、京东及其他渠道目标完成度分别为124%、98%、258%、178%、269%，销量数据","text":"2021年的“618大促”绝对是资本市场关注的焦点，不仅仅是因为抖音、快手携闭环电商模式开启了直播电商混战时代，更有疫情大考之后检验各消费类企业恢复势头的意义所在。 此次“618”中，作为国内时尚男装龙头品牌的慕尚集团就交出了抢眼的数据，这家持续受益垂直一体化加速的细分领域领跑者，其成长逻辑再一次得到了验证。 全品牌数据同步亮眼 慕尚迎疯狂618大促 私域流量深度运营，慕尚“618大促”迎开门红。 慕尚集团控股是总部设于中国宁波的龙头时尚男装公司，针对追求潮流及注重时尚的中高端顾客。旗下核心品牌主要为：GXG、gxg jeans、gxg.kids、Yatlas、MOVBAIN、MODE COMMUTER，各自针对不同顾客群且各具设计风格。 经历2020年疫情大考之后，这家时尚男装领域的龙头企业，展现出了强大的恢复态势。在2021年618开门红当天，活动仅开场47分钟，慕尚就超过去年同期全天的业绩，整个开门红活动三天业绩同比增长近60%。并且，各项数据指标都有明显的提升，其中客单价同比上涨60元，转化率则同比增长近60%。 并且，对于自有会员的私域流量池这一部分，公司专门设计了会员独享的体验大礼包、优惠券、挑战计划等，针对不同层次的会员做出一系列的营销动作，使得自有会员在618开门红大促中感受到会员的特殊待遇，大幅提升了私域流量黏性。为此，公司整个618开门红业绩的一半，都是私域流量的会员成交金额。 战果丰硕，全品牌、渠道数据超预期亮眼。 首先是最重要的GXG品牌，整个618活动期间，含男内男鞋的GXG品牌整体销售额达到了1.56亿元，同比大幅增长17%，较此前定下的1.49亿元目标超额完成了5%。 分渠道来看的话，GXG线上销售完成度达134%，规模同比增长了10%。其中天猫、唯品、抖音、京东及其他渠道目标完成度分别为124%、98%、258%、178%、269%，销量数据","images":[{"img":"https://static.tigerbbs.com/7b9d83a710d78a9fe130310ce581e105","width":"479","height":"850"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127483493","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153500626,"gmtCreate":1625030818665,"gmtModify":1625030818665,"author":{"id":"3584005399833336","authorId":"3584005399833336","name":"sharegoer","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584005399833336","idStr":"3584005399833336"},"themes":[],"htmlText":"已看","listText":"已看","text":"已看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153500626","repostId":"159932784","repostType":1,"repost":{"id":159932784,"gmtCreate":1624934959342,"gmtModify":1624935648949,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"【6月29】今天有什么交易计划？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 6月29日，港股三大指数小幅高开，恒指涨0.08%报29291点，国指涨0.1%报10874点，恒生科技指数涨0.28%报8299点。 盘面上，光伏、保险、电力板块强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a> 高开逾2%，<a target=\"_blank\" href=\"https://laohu8.com/S/00968\">$信义光能(00968)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$</a> 等均上涨；汽车股、药品股、餐饮股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 高开0.8%；大型科技股普遍高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均有涨幅；石油股跌幅明显，三桶油均跌超1%；燃气股、煤炭股、啤酒股普跌。体育用品股回调，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 6月29日，港股三大指数小幅高开，恒指涨0.08%报29291点，国指涨0.1%报10874点，恒生科技指数涨0.28%报8299点。 盘面上，光伏、保险、电力板块强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a> 高开逾2%，<a target=\"_blank\" href=\"https://laohu8.com/S/00968\">$信义光能(00968)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$</a> 等均上涨；汽车股、药品股、餐饮股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 高开0.8%；大型科技股普遍高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均有涨幅；石油股跌幅明显，三桶油均跌超1%；燃气股、煤炭股、啤酒股普跌。体育用品股回调，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 6月29日，港股三大指数小幅高开，恒指涨0.08%报29291点，国指涨0.1%报10874点，恒生科技指数涨0.28%报8299点。 盘面上，光伏、保险、电力板块强势，$长城汽车(02333)$ 高开逾2%，$信义光能(00968)$ 、$龙源电力(00916)$ 等均上涨；汽车股、药品股、餐饮股多数上扬，$海底捞(06862)$ 高开0.8%；大型科技股普遍高开，$网易-S(09999)$ 涨近4%，$腾讯控股(00700)$ 、$美团-W(03690)$ 、$京东集团-SW(09618)$ 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