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飘红一片天
10-14
$阅文集团(00772)$
国内IP制作阅文我是最看好的,今年上半年的庆余年2直接创了一系列热度记录,腾讯视频热度最高不是那么容易破的
飘红一片天
10-09
$恒生科技指数(HSTECH)$
今天尾盘抄底,应该没啥问题,周四周五要猛攻的
飘红一片天
10-09
$涂鸦智能(TUYA)$
和国外同类公司对比,涂鸦智能给的估值确实比较便宜,看看后续能不能修复一些
飘红一片天
10-09
$KEEP(03650)$
昨天和今天表现的很坚挺,股价等下一波上攻应该能冲的很猛
飘红一片天
10-09
$快手-W(01024)$
情绪很火热,牛市最忌讳的就是高买低卖,来会被反复收割,这轮回调不会太久还会有第二波的,持股丝毫不慌
飘红一片天
09-20
$万国数据(GDS)$
高盛发布研报称,予万国数据-SW“买入”评级,目标价升至23.4港元。最近看到中国IDC(网络数据中心)营运商次季业绩反映需求复苏迹象。在Gen-AI和GPU相关资本支出的推动下,中国以批发型业务为主的IDC营运商正进入需求上升周期,这些资本支出来自云端超大型企业、顶级互联网公司和AI初创公司。该行表示,公司仍是其行业首选,相信公司的定位最能捕捉上述需求上升,认为需求上升周期创造估值上升空间。
飘红一片天
09-20
$涂鸦智能(TUYA)$
涂鸦智能挺便宜的。一是现金超过市值。截至2024年6月30日,涂鸦智能现金及现金等价物以及记为短期及长期投资的定期存款及国债为10亿美元,而截至2023年12月31日则为9.84亿美元,公司认为其足以满足其当前流动资金及营运资金需求。 二是开始分红。于2024年8月26日,涂鸦智能董事会批准向分别于香港时间及纽约时间2024年9月11日营业时间结束时的有关持有人宣派及派发每股普通股0.0589美元或每股美国存托股份0.0589美元的特别股息(「特别股息」)。特别股息总额将约为3300万美元,须以美元现金支付,并将由公司剩余现金支付及股份溢价账派付。
飘红一片天
08-31
$平安好医生(01833)$
平安家医的“11312”主动健康服务体系,即拥有1个多重认证指导、专业权威的家庭医生团队,1个国内领先、国际一流的标准服务路径,针对亚健康、疾病、慢病三类人群进行主动健康管理服务,匹配12项稀缺的医疗资源。这个后续随着医疗改革和老龄化,应该挺有前景。
飘红一片天
08-31
$涂鸦智能(TUYA)$
涂鸦2024年第二季度的财报中很不错,营收达到7330万美元,同比增长约29%,其中IoT PaaS业务营收同比增长32%,综合毛利率达到48%的历史新高,傲视群雄。这两天中概股反弹了,后续应该还有不小的机会。
飘红一片天
07-28
$航发动力(600893)$
中信证券研报称,航空发动机产业属于“两机专项”国家重点项目,是军工行业未来最有发展潜力的细分领域之一,预计将迎来至少5—10年黄金发展期。航空发动机是非常重要的航空耗材,受益于军机放量以及实战化训练的持续推进,我国军用航空发动机市场正在持续扩容。同时当前我国航发产业已进入型号研制加速期,后续新型号的加速迭代也将有望拉动航空发动机产业的快速发展。
飘红一片天
07-06
$中国海外互联网ETF-KraneShares(KWEB)$
进入7月份,多家外资机构发布公开报告,上调中国经济增长预期,并表示看好中国经济前景。业内人士认为,外资机构集体上调中国经济增长预期,表明其对中国经济增长前景充满信心,对中国经济的韧性和潜力充满信任。外资机构普遍看好中国下半年的经济,主要在于出口、制造业、消费等方面的积极因素汇聚。在宏观经济表现整体稳健的背景下,中国股票资产也因为其估值低、企业盈利复苏显著得到市场关注。不少外资机构在研报中表态,维持看好A股的立场不变。
飘红一片天
06-27
$瑞尔集团(06639)$
回购不错,瑞尔集团(06639.HK)公告,6月27日耗资202万港元回购40万股。
飘红一片天
06-18
$美团-W(03690)$
美团是不是可以做做趋势和波段呀?
飘红一片天
06-11
$通用汽车(GM)$
汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。
飘红一片天
06-05
$花旗(C)$
$富国银行(WFC)$
真的萎靡不振啊,感觉拿不住了,找个机会出掉吧
飘红一片天
05-28
$石药集团(01093)$
最近开始涨了,有什么消息面吗
飘红一片天
05-28
$KEEP(03650)$
之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。
飘红一片天
05-25
$Faraday Future(FFIE)$
老贾视频发太多了就没有用了?
飘红一片天
05-20
$阅文集团(00772)$
阅文集团出品的《庆余年2》关注度很高,这几天刷各大平台基本上都在热榜上。看发布的数据,开播第二日热度值突破33636,创腾讯视频站内热度值历史最高纪录。 空前的关注度也带来了一小部分争议,这是每一部爆款连续剧都要经历的事情,才刚刚开播几集就下定论是不科学的,事实证明后面的反馈越来越好了。庆余年的出品方阅文集团是稳赢的,这部剧带来的收益已经超过预期了。
飘红一片天
05-15
$纳斯达克(.IXIC)$
特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。
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二是开始分红。于2024年8月26日,涂鸦智能董事会批准向分别于香港时间及纽约时间2024年9月11日营业时间结束时的有关持有人宣派及派发每股普通股0.0589美元或每股美国存托股份0.0589美元的特别股息(「特别股息」)。特别股息总额将约为3300万美元,须以美元现金支付,并将由公司剩余现金支付及股份溢价账派付。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/351424590975160","isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549072719344192","authorId":"3549072719344192","name":"成2020","avatar":"https://static.tigerbbs.com/f88afa66801e4fcb5798e350068ce317","crmLevel":2,"crmLevelSwitch":0,"idStr":"3549072719344192","authorIdStr":"3549072719344192"},"content":"然而,又创近两年新低,一天跌10%以上。","text":"然而,又创近两年新低,一天跌10%以上。","html":"然而,又创近两年新低,一天跌10%以上。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344130418131136,"gmtCreate":1725040884577,"gmtModify":1725040886574,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129100067669410","authorIdStr":"4129100067669410"},"themes":[],"htmlText":"<a 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平安家医的“11312”主动健康服务体系,即拥有1个多重认证指导、专业权威的家庭医生团队,1个国内领先、国际一流的标准服务路径,针对亚健康、疾病、慢病三类人群进行主动健康管理服务,匹配12项稀缺的医疗资源。这个后续随着医疗改革和老龄化,应该挺有前景。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344130418131136","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344129993445488,"gmtCreate":1725040733698,"gmtModify":1725040735695,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129100067669410","authorIdStr":"4129100067669410"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a> 涂鸦2024年第二季度的财报中很不错,营收达到7330万美元,同比增长约29%,其中IoT PaaS业务营收同比增长32%,综合毛利率达到48%的历史新高,傲视群雄。这两天中概股反弹了,后续应该还有不小的机会。","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a> 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中信证券研报称,航空发动机产业属于“两机专项”国家重点项目,是军工行业未来最有发展潜力的细分领域之一,预计将迎来至少5—10年黄金发展期。航空发动机是非常重要的航空耗材,受益于军机放量以及实战化训练的持续推进,我国军用航空发动机市场正在持续扩容。同时当前我国航发产业已进入型号研制加速期,后续新型号的加速迭代也将有望拉动航空发动机产业的快速发展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332495052275744","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324478440263968,"gmtCreate":1720247537380,"gmtModify":1720247539450,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129100067669410","authorIdStr":"4129100067669410"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> 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汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315615932694776","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313551416500280,"gmtCreate":1717555276103,"gmtModify":1717555278337,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129100067669410","authorIdStr":"4129100067669410"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","text":"$花旗(C)$ $富国银行(WFC)$真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313551416500280","isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310754736476296,"gmtCreate":1716895350331,"gmtModify":1716895351904,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129100067669410","authorIdStr":"4129100067669410"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>最近开始涨了,有什么消息面吗","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>最近开始涨了,有什么消息面吗","text":"$石药集团(01093)$ 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