+关注
响亮的名字gopo
暂无个人介绍
IP属地:北京
5
关注
3
粉丝
0
主题
0
勋章
主贴
热门
响亮的名字gopo
2023-02-23
$有道(DAO)$
上线一年多,“双减”政策简直就是一面镜子,有的教培类机构倒下,继续生存的往往是那些及时跳出熟悉的舒适圈,探索新的路子的企业。也观察了蛮久,
$新东方(EDU)$
从英语教育到直播卖货,跨度相当之大。另外一个就是网易有道了,拥抱素质教育,入局成人职业教育,2022年四季度营收达到14.5亿元,同比增长38.6%,首次实现单季度净利润为正,确实证明了赛道切换成功
响亮的名字gopo
2022-03-21
$瑞科生物-B(02179)$
🐛 现在这环境还能上 牛啊
响亮的名字gopo
2022-01-26
最近看很多人讨论瑞科
@smart投资笔记:【有奖互动】国内疫苗企业,你最看好哪一家?
响亮的名字gopo
2022-01-26
现在之所以市场情绪低落,很大因素还是缺乏真正的创新吧。大家都是同质化产品,国内内卷,海外走不出去,看上去很难有超额回报,市场整个预期就下来了。
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3585193700916921","uuid":"3585193700916921","gmtCreate":1622099676314,"gmtModify":1677150837498,"name":"响亮的名字gopo","pinyin":"xldmzgopoxiangliangdemingzigopo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":5,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":624112329,"gmtCreate":1677150270561,"gmtModify":1677150815907,"author":{"id":"3585193700916921","authorId":"3585193700916921","name":"响亮的名字gopo","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585193700916921","authorIdStr":"3585193700916921"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>上线一年多,“双减”政策简直就是一面镜子,有的教培类机构倒下,继续生存的往往是那些及时跳出熟悉的舒适圈,探索新的路子的企业。也观察了蛮久,<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>从英语教育到直播卖货,跨度相当之大。另外一个就是网易有道了,拥抱素质教育,入局成人职业教育,2022年四季度营收达到14.5亿元,同比增长38.6%,首次实现单季度净利润为正,确实证明了赛道切换成功","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>上线一年多,“双减”政策简直就是一面镜子,有的教培类机构倒下,继续生存的往往是那些及时跳出熟悉的舒适圈,探索新的路子的企业。也观察了蛮久,<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>从英语教育到直播卖货,跨度相当之大。另外一个就是网易有道了,拥抱素质教育,入局成人职业教育,2022年四季度营收达到14.5亿元,同比增长38.6%,首次实现单季度净利润为正,确实证明了赛道切换成功","text":"$有道(DAO)$ 上线一年多,“双减”政策简直就是一面镜子,有的教培类机构倒下,继续生存的往往是那些及时跳出熟悉的舒适圈,探索新的路子的企业。也观察了蛮久,$新东方(EDU)$ 从英语教育到直播卖货,跨度相当之大。另外一个就是网易有道了,拥抱素质教育,入局成人职业教育,2022年四季度营收达到14.5亿元,同比增长38.6%,首次实现单季度净利润为正,确实证明了赛道切换成功","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":3,"link":"https://laohu8.com/post/624112329","isVote":1,"tweetType":1,"viewCount":60524,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570165561646138","authorId":"3570165561646138","name":"lfbdep1","avatar":"https://static.tigerbbs.com/4ff4a084eced0d6b8045e6b0060b043c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3570165561646138","authorIdStr":"3570165561646138"},"content":"新东方转型做直播卖货,网易有道做素质教育和成人教育,赛道切换都够快的","text":"新东方转型做直播卖货,网易有道做素质教育和成人教育,赛道切换都够快的","html":"新东方转型做直播卖货,网易有道做素质教育和成人教育,赛道切换都够快的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637067982,"gmtCreate":1647828310286,"gmtModify":1647828310286,"author":{"id":"3585193700916921","authorId":"3585193700916921","name":"响亮的名字gopo","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585193700916921","authorIdStr":"3585193700916921"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>🐛 现在这环境还能上 牛啊","listText":"<a href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>🐛 现在这环境还能上 牛啊","text":"$瑞科生物-B(02179)$🐛 现在这环境还能上 牛啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637067982","isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639371802,"gmtCreate":1643184193253,"gmtModify":1643184193253,"author":{"id":"3585193700916921","authorId":"3585193700916921","name":"响亮的名字gopo","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585193700916921","authorIdStr":"3585193700916921"},"themes":[],"htmlText":"最近看很多人讨论瑞科","listText":"最近看很多人讨论瑞科","text":"最近看很多人讨论瑞科","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639371802","repostId":"639317306","repostType":1,"repost":{"id":639317306,"gmtCreate":1643165122178,"gmtModify":1643167895755,"author":{"id":"3546928335632902","authorId":"3546928335632902","name":"smart投资笔记","avatar":"https://static.tigerbbs.com/6b092bb079b9bbc881b1b67b1503dab3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546928335632902","authorIdStr":"3546928335632902"},"themes":[],"title":"【有奖互动】国内疫苗企业,你最看好哪一家?","htmlText":"疫苗一直是生物制药领域热门赛道,我本身也非常看好,加上最近看到社区里讨论的人比较多,顺带整理了一下各家公司的技术特点和管线亮点,以及市值情况。智飞生物:9价HPV疫苗+新冠疫苗+15、23价肺炎疫苗——市值1812亿沃森生物:13价肺炎疫苗+新冠疫苗+HPV疫苗——市值911亿瑞科生物:HPV疫苗+新冠疫苗——估值90亿万泰生物:HPV疫苗+新冠疫苗——市值1294亿康希诺:新冠疫苗+13价肺炎疫苗——市值430亿港币康泰生物:13、23价肺炎疫苗+新冠疫苗+四联疫苗——市值642亿……看下来,大家的管线亮点,好像大同小异,但对比市值却是别有一番天地。有些企业比如瑞科生物IPO前估值才90亿,但公司的核心产品进展并不慢。其中,它的9价HPV疫苗基本是上面这些公司中进展最快的,新冠疫苗或许今年上半年也能上市。这样的管线对应这样的估值?你认为瑞科生物有投资机会吗?你看好国内哪家疫苗企业?欢迎大家一起探讨。【活动规则】1. 关注smart投资笔记,并在评论区留言同时转发可有机会获奖,家人们还是不要忘了先关注再参与;2. 在评论区留下你的建议,以评论的点赞数量作为获奖标准:点赞第1的评论者可获得星爸爸500元礼品卡一张;点赞第2-3的评论者可获得星爸爸300元礼品卡一张;点赞第4-5的评论者可获得星爸爸200元礼品卡一张 。3. 活动将于1月26日下午20:00截止,超过该时间参与视为无效;免责声明:本活动最终解释权在法律允许的范围内归smart投资笔记所有。该活动内容仅供参考,并不构成任何的投资建议或邀约。投资有风险,用户应衡量自己所能承受的风险独立做出投资判断。","listText":"疫苗一直是生物制药领域热门赛道,我本身也非常看好,加上最近看到社区里讨论的人比较多,顺带整理了一下各家公司的技术特点和管线亮点,以及市值情况。智飞生物:9价HPV疫苗+新冠疫苗+15、23价肺炎疫苗——市值1812亿沃森生物:13价肺炎疫苗+新冠疫苗+HPV疫苗——市值911亿瑞科生物:HPV疫苗+新冠疫苗——估值90亿万泰生物:HPV疫苗+新冠疫苗——市值1294亿康希诺:新冠疫苗+13价肺炎疫苗——市值430亿港币康泰生物:13、23价肺炎疫苗+新冠疫苗+四联疫苗——市值642亿……看下来,大家的管线亮点,好像大同小异,但对比市值却是别有一番天地。有些企业比如瑞科生物IPO前估值才90亿,但公司的核心产品进展并不慢。其中,它的9价HPV疫苗基本是上面这些公司中进展最快的,新冠疫苗或许今年上半年也能上市。这样的管线对应这样的估值?你认为瑞科生物有投资机会吗?你看好国内哪家疫苗企业?欢迎大家一起探讨。【活动规则】1. 关注smart投资笔记,并在评论区留言同时转发可有机会获奖,家人们还是不要忘了先关注再参与;2. 在评论区留下你的建议,以评论的点赞数量作为获奖标准:点赞第1的评论者可获得星爸爸500元礼品卡一张;点赞第2-3的评论者可获得星爸爸300元礼品卡一张;点赞第4-5的评论者可获得星爸爸200元礼品卡一张 。3. 活动将于1月26日下午20:00截止,超过该时间参与视为无效;免责声明:本活动最终解释权在法律允许的范围内归smart投资笔记所有。该活动内容仅供参考,并不构成任何的投资建议或邀约。投资有风险,用户应衡量自己所能承受的风险独立做出投资判断。","text":"疫苗一直是生物制药领域热门赛道,我本身也非常看好,加上最近看到社区里讨论的人比较多,顺带整理了一下各家公司的技术特点和管线亮点,以及市值情况。智飞生物:9价HPV疫苗+新冠疫苗+15、23价肺炎疫苗——市值1812亿沃森生物:13价肺炎疫苗+新冠疫苗+HPV疫苗——市值911亿瑞科生物:HPV疫苗+新冠疫苗——估值90亿万泰生物:HPV疫苗+新冠疫苗——市值1294亿康希诺:新冠疫苗+13价肺炎疫苗——市值430亿港币康泰生物:13、23价肺炎疫苗+新冠疫苗+四联疫苗——市值642亿……看下来,大家的管线亮点,好像大同小异,但对比市值却是别有一番天地。有些企业比如瑞科生物IPO前估值才90亿,但公司的核心产品进展并不慢。其中,它的9价HPV疫苗基本是上面这些公司中进展最快的,新冠疫苗或许今年上半年也能上市。这样的管线对应这样的估值?你认为瑞科生物有投资机会吗?你看好国内哪家疫苗企业?欢迎大家一起探讨。【活动规则】1. 关注smart投资笔记,并在评论区留言同时转发可有机会获奖,家人们还是不要忘了先关注再参与;2. 在评论区留下你的建议,以评论的点赞数量作为获奖标准:点赞第1的评论者可获得星爸爸500元礼品卡一张;点赞第2-3的评论者可获得星爸爸300元礼品卡一张;点赞第4-5的评论者可获得星爸爸200元礼品卡一张 。3. 活动将于1月26日下午20:00截止,超过该时间参与视为无效;免责声明:本活动最终解释权在法律允许的范围内归smart投资笔记所有。该活动内容仅供参考,并不构成任何的投资建议或邀约。投资有风险,用户应衡量自己所能承受的风险独立做出投资判断。","images":[{"img":"https://static.tigerbbs.com/00f3686a9a2a2b6390d81839af40c9af","width":"3024","height":"4032"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639317306","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639315692,"gmtCreate":1643164370216,"gmtModify":1643164802685,"author":{"id":"3585193700916921","authorId":"3585193700916921","name":"响亮的名字gopo","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585193700916921","authorIdStr":"3585193700916921"},"themes":[],"htmlText":"现在之所以市场情绪低落,很大因素还是缺乏真正的创新吧。大家都是同质化产品,国内内卷,海外走不出去,看上去很难有超额回报,市场整个预期就下来了。","listText":"现在之所以市场情绪低落,很大因素还是缺乏真正的创新吧。大家都是同质化产品,国内内卷,海外走不出去,看上去很难有超额回报,市场整个预期就下来了。","text":"现在之所以市场情绪低落,很大因素还是缺乏真正的创新吧。大家都是同质化产品,国内内卷,海外走不出去,看上去很难有超额回报,市场整个预期就下来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639315692","repostId":"639332790","repostType":1,"isVote":1,"tweetType":1,"viewCount":2241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":624112329,"gmtCreate":1677150270561,"gmtModify":1677150815907,"author":{"id":"3585193700916921","authorId":"3585193700916921","name":"响亮的名字gopo","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585193700916921","idStr":"3585193700916921"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>上线一年多,“双减”政策简直就是一面镜子,有的教培类机构倒下,继续生存的往往是那些及时跳出熟悉的舒适圈,探索新的路子的企业。也观察了蛮久,<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>从英语教育到直播卖货,跨度相当之大。另外一个就是网易有道了,拥抱素质教育,入局成人职业教育,2022年四季度营收达到14.5亿元,同比增长38.6%,首次实现单季度净利润为正,确实证明了赛道切换成功","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>上线一年多,“双减”政策简直就是一面镜子,有的教培类机构倒下,继续生存的往往是那些及时跳出熟悉的舒适圈,探索新的路子的企业。也观察了蛮久,<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>从英语教育到直播卖货,跨度相当之大。另外一个就是网易有道了,拥抱素质教育,入局成人职业教育,2022年四季度营收达到14.5亿元,同比增长38.6%,首次实现单季度净利润为正,确实证明了赛道切换成功","text":"$有道(DAO)$ 上线一年多,“双减”政策简直就是一面镜子,有的教培类机构倒下,继续生存的往往是那些及时跳出熟悉的舒适圈,探索新的路子的企业。也观察了蛮久,$新东方(EDU)$ 从英语教育到直播卖货,跨度相当之大。另外一个就是网易有道了,拥抱素质教育,入局成人职业教育,2022年四季度营收达到14.5亿元,同比增长38.6%,首次实现单季度净利润为正,确实证明了赛道切换成功","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":3,"link":"https://laohu8.com/post/624112329","isVote":1,"tweetType":1,"viewCount":60524,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570165561646138","authorId":"3570165561646138","name":"lfbdep1","avatar":"https://static.tigerbbs.com/4ff4a084eced0d6b8045e6b0060b043c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3570165561646138","idStr":"3570165561646138"},"content":"新东方转型做直播卖货,网易有道做素质教育和成人教育,赛道切换都够快的","text":"新东方转型做直播卖货,网易有道做素质教育和成人教育,赛道切换都够快的","html":"新东方转型做直播卖货,网易有道做素质教育和成人教育,赛道切换都够快的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637067982,"gmtCreate":1647828310286,"gmtModify":1647828310286,"author":{"id":"3585193700916921","authorId":"3585193700916921","name":"响亮的名字gopo","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585193700916921","idStr":"3585193700916921"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>🐛 现在这环境还能上 牛啊","listText":"<a href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>🐛 现在这环境还能上 牛啊","text":"$瑞科生物-B(02179)$🐛 现在这环境还能上 牛啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637067982","isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639371802,"gmtCreate":1643184193253,"gmtModify":1643184193253,"author":{"id":"3585193700916921","authorId":"3585193700916921","name":"响亮的名字gopo","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585193700916921","idStr":"3585193700916921"},"themes":[],"htmlText":"最近看很多人讨论瑞科","listText":"最近看很多人讨论瑞科","text":"最近看很多人讨论瑞科","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639371802","repostId":"639317306","repostType":1,"repost":{"id":639317306,"gmtCreate":1643165122178,"gmtModify":1643167895755,"author":{"id":"3546928335632902","authorId":"3546928335632902","name":"smart投资笔记","avatar":"https://static.tigerbbs.com/6b092bb079b9bbc881b1b67b1503dab3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546928335632902","idStr":"3546928335632902"},"themes":[],"title":"【有奖互动】国内疫苗企业,你最看好哪一家?","htmlText":"疫苗一直是生物制药领域热门赛道,我本身也非常看好,加上最近看到社区里讨论的人比较多,顺带整理了一下各家公司的技术特点和管线亮点,以及市值情况。智飞生物:9价HPV疫苗+新冠疫苗+15、23价肺炎疫苗——市值1812亿沃森生物:13价肺炎疫苗+新冠疫苗+HPV疫苗——市值911亿瑞科生物:HPV疫苗+新冠疫苗——估值90亿万泰生物:HPV疫苗+新冠疫苗——市值1294亿康希诺:新冠疫苗+13价肺炎疫苗——市值430亿港币康泰生物:13、23价肺炎疫苗+新冠疫苗+四联疫苗——市值642亿……看下来,大家的管线亮点,好像大同小异,但对比市值却是别有一番天地。有些企业比如瑞科生物IPO前估值才90亿,但公司的核心产品进展并不慢。其中,它的9价HPV疫苗基本是上面这些公司中进展最快的,新冠疫苗或许今年上半年也能上市。这样的管线对应这样的估值?你认为瑞科生物有投资机会吗?你看好国内哪家疫苗企业?欢迎大家一起探讨。【活动规则】1. 关注smart投资笔记,并在评论区留言同时转发可有机会获奖,家人们还是不要忘了先关注再参与;2. 在评论区留下你的建议,以评论的点赞数量作为获奖标准:点赞第1的评论者可获得星爸爸500元礼品卡一张;点赞第2-3的评论者可获得星爸爸300元礼品卡一张;点赞第4-5的评论者可获得星爸爸200元礼品卡一张 。3. 活动将于1月26日下午20:00截止,超过该时间参与视为无效;免责声明:本活动最终解释权在法律允许的范围内归smart投资笔记所有。该活动内容仅供参考,并不构成任何的投资建议或邀约。投资有风险,用户应衡量自己所能承受的风险独立做出投资判断。","listText":"疫苗一直是生物制药领域热门赛道,我本身也非常看好,加上最近看到社区里讨论的人比较多,顺带整理了一下各家公司的技术特点和管线亮点,以及市值情况。智飞生物:9价HPV疫苗+新冠疫苗+15、23价肺炎疫苗——市值1812亿沃森生物:13价肺炎疫苗+新冠疫苗+HPV疫苗——市值911亿瑞科生物:HPV疫苗+新冠疫苗——估值90亿万泰生物:HPV疫苗+新冠疫苗——市值1294亿康希诺:新冠疫苗+13价肺炎疫苗——市值430亿港币康泰生物:13、23价肺炎疫苗+新冠疫苗+四联疫苗——市值642亿……看下来,大家的管线亮点,好像大同小异,但对比市值却是别有一番天地。有些企业比如瑞科生物IPO前估值才90亿,但公司的核心产品进展并不慢。其中,它的9价HPV疫苗基本是上面这些公司中进展最快的,新冠疫苗或许今年上半年也能上市。这样的管线对应这样的估值?你认为瑞科生物有投资机会吗?你看好国内哪家疫苗企业?欢迎大家一起探讨。【活动规则】1. 关注smart投资笔记,并在评论区留言同时转发可有机会获奖,家人们还是不要忘了先关注再参与;2. 在评论区留下你的建议,以评论的点赞数量作为获奖标准:点赞第1的评论者可获得星爸爸500元礼品卡一张;点赞第2-3的评论者可获得星爸爸300元礼品卡一张;点赞第4-5的评论者可获得星爸爸200元礼品卡一张 。3. 活动将于1月26日下午20:00截止,超过该时间参与视为无效;免责声明:本活动最终解释权在法律允许的范围内归smart投资笔记所有。该活动内容仅供参考,并不构成任何的投资建议或邀约。投资有风险,用户应衡量自己所能承受的风险独立做出投资判断。","text":"疫苗一直是生物制药领域热门赛道,我本身也非常看好,加上最近看到社区里讨论的人比较多,顺带整理了一下各家公司的技术特点和管线亮点,以及市值情况。智飞生物:9价HPV疫苗+新冠疫苗+15、23价肺炎疫苗——市值1812亿沃森生物:13价肺炎疫苗+新冠疫苗+HPV疫苗——市值911亿瑞科生物:HPV疫苗+新冠疫苗——估值90亿万泰生物:HPV疫苗+新冠疫苗——市值1294亿康希诺:新冠疫苗+13价肺炎疫苗——市值430亿港币康泰生物:13、23价肺炎疫苗+新冠疫苗+四联疫苗——市值642亿……看下来,大家的管线亮点,好像大同小异,但对比市值却是别有一番天地。有些企业比如瑞科生物IPO前估值才90亿,但公司的核心产品进展并不慢。其中,它的9价HPV疫苗基本是上面这些公司中进展最快的,新冠疫苗或许今年上半年也能上市。这样的管线对应这样的估值?你认为瑞科生物有投资机会吗?你看好国内哪家疫苗企业?欢迎大家一起探讨。【活动规则】1. 关注smart投资笔记,并在评论区留言同时转发可有机会获奖,家人们还是不要忘了先关注再参与;2. 在评论区留下你的建议,以评论的点赞数量作为获奖标准:点赞第1的评论者可获得星爸爸500元礼品卡一张;点赞第2-3的评论者可获得星爸爸300元礼品卡一张;点赞第4-5的评论者可获得星爸爸200元礼品卡一张 。3. 活动将于1月26日下午20:00截止,超过该时间参与视为无效;免责声明:本活动最终解释权在法律允许的范围内归smart投资笔记所有。该活动内容仅供参考,并不构成任何的投资建议或邀约。投资有风险,用户应衡量自己所能承受的风险独立做出投资判断。","images":[{"img":"https://static.tigerbbs.com/00f3686a9a2a2b6390d81839af40c9af","width":"3024","height":"4032"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639317306","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639315692,"gmtCreate":1643164370216,"gmtModify":1643164802685,"author":{"id":"3585193700916921","authorId":"3585193700916921","name":"响亮的名字gopo","avatar":"https://static.tigerbbs.com/372f1c31ca722f7f49463b9b601a63ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585193700916921","idStr":"3585193700916921"},"themes":[],"htmlText":"现在之所以市场情绪低落,很大因素还是缺乏真正的创新吧。大家都是同质化产品,国内内卷,海外走不出去,看上去很难有超额回报,市场整个预期就下来了。","listText":"现在之所以市场情绪低落,很大因素还是缺乏真正的创新吧。大家都是同质化产品,国内内卷,海外走不出去,看上去很难有超额回报,市场整个预期就下来了。","text":"现在之所以市场情绪低落,很大因素还是缺乏真正的创新吧。大家都是同质化产品,国内内卷,海外走不出去,看上去很难有超额回报,市场整个预期就下来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639315692","repostId":"639332790","repostType":1,"isVote":1,"tweetType":1,"viewCount":2241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}