春懿曦明的个人主页 - 老虎社区

春懿曦明

春懿曦明

恭喜发财，大吉大利，实现财富自由。

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2024-08-21

$ENTREPRENEUR UNIVERSE BRIGHT GROUP(EUBG)$ 大家好，我们坚信这个股是最棒的，期待成功的那天在来评价吧！

2025-03-07

OK

2025-03-07

OK

2024-09-23

港股应该看好

2024-09-04

OK

抱歉，原内容已删除

2024-08-12

8月的形式应该是不错的行情。

2024-09-27

OK

@臻研厂:卡罗特大火，目前超额认购55倍，预计回拨40%，是否会成为下一个大牛股？

2024-11-21

OK

2024-11-21

OK

2025-01-30

出售股份

抱歉，原内容已删除

去老虎APP查看更多动态

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现在是年底，通常股票市场会受到年底策略的影响，包括税收亏损出售或获利了结，减持一些仓位，或者机构通过增加表现良好的股票来美化投资组合。然而，今年的情况似乎有些不同。对科技股的需求似乎没有尽头，纳斯达克综合指数和QQQ继续创下历史新高，而其他一切几乎都被抛弃了。 为什么？ 选举后的头几周，市场似乎对一切都表示欢迎，包括大盘股、小盘股、价值股和成长股，原因在于人们对减少监管和减税的希望。然而，这种情绪现在已转为对经济的担忧，这并不是因为当前数据表现疲软，而是对即将上任的特朗普政府的贸易和移民政策可能产生的担忧，以及美联储在降息方面显得过于谨慎。 关于关税，我认为有针对性地、精准地使用关税可能是必要的。然而，全面地对所有进口商品征收关税是完全荒谬的，这肯定会带来通胀。我不确定特朗普2.0政府在这些问题上是否会像第一任期那样灵活。这是一个带来不确定性的风险。市场厌恶不确定性，但这种不确定性似乎只压在科技股以外的其他领域上。 关于移民政策，我要明确表示，我认为我们需要控制边界。同时，驱逐大约1000万名滞留在美国的人口，其中一些人已经在这里生活了几十年，这种做法在我看来至少是误导的。我们需要这些生产力较强、在许多情况下缴纳税款的非公民从事许多美国人不愿意做的工作。另外，许多人已经从最低层的就业岗位毕业，成功融入我们的经济，成为技术工人和企业主。如果他们离开，会对劳动力成本以及加州生产的蔬菜价格造成什么影响？ “七巨头”主宰市场 考虑到“七巨头”占据了标普500指数50.8万亿美元市值的大约36%份额，我认为可以说这七家公司主宰了整个指数，甚至整个市场。据Morningstar数据，这七只股票的未来12个月预期市盈率达到40倍。当然，这些市盈率的具体数字取决于你对盈利的预期。Yardeni Research的Ed Yardeni（观点稍微不那么保守）将“七巨头”的未来","listText":"科技板块坚不可摧 现在是年底，通常股票市场会受到年底策略的影响，包括税收亏损出售或获利了结，减持一些仓位，或者机构通过增加表现良好的股票来美化投资组合。然而，今年的情况似乎有些不同。对科技股的需求似乎没有尽头，纳斯达克综合指数和QQQ继续创下历史新高，而其他一切几乎都被抛弃了。 为什么？ 选举后的头几周，市场似乎对一切都表示欢迎，包括大盘股、小盘股、价值股和成长股，原因在于人们对减少监管和减税的希望。然而，这种情绪现在已转为对经济的担忧，这并不是因为当前数据表现疲软，而是对即将上任的特朗普政府的贸易和移民政策可能产生的担忧，以及美联储在降息方面显得过于谨慎。 关于关税，我认为有针对性地、精准地使用关税可能是必要的。然而，全面地对所有进口商品征收关税是完全荒谬的，这肯定会带来通胀。我不确定特朗普2.0政府在这些问题上是否会像第一任期那样灵活。这是一个带来不确定性的风险。市场厌恶不确定性，但这种不确定性似乎只压在科技股以外的其他领域上。 关于移民政策，我要明确表示，我认为我们需要控制边界。同时，驱逐大约1000万名滞留在美国的人口，其中一些人已经在这里生活了几十年，这种做法在我看来至少是误导的。我们需要这些生产力较强、在许多情况下缴纳税款的非公民从事许多美国人不愿意做的工作。另外，许多人已经从最低层的就业岗位毕业，成功融入我们的经济，成为技术工人和企业主。如果他们离开，会对劳动力成本以及加州生产的蔬菜价格造成什么影响？ “七巨头”主宰市场 考虑到“七巨头”占据了标普500指数50.8万亿美元市值的大约36%份额，我认为可以说这七家公司主宰了整个指数，甚至整个市场。据Morningstar数据，这七只股票的未来12个月预期市盈率达到40倍。当然，这些市盈率的具体数字取决于你对盈利的预期。Yardeni Research的Ed Yardeni（观点稍微不那么保守）将“七巨头”的未来","text":"科技板块坚不可摧 现在是年底，通常股票市场会受到年底策略的影响，包括税收亏损出售或获利了结，减持一些仓位，或者机构通过增加表现良好的股票来美化投资组合。然而，今年的情况似乎有些不同。对科技股的需求似乎没有尽头，纳斯达克综合指数和QQQ继续创下历史新高，而其他一切几乎都被抛弃了。 为什么？ 选举后的头几周，市场似乎对一切都表示欢迎，包括大盘股、小盘股、价值股和成长股，原因在于人们对减少监管和减税的希望。然而，这种情绪现在已转为对经济的担忧，这并不是因为当前数据表现疲软，而是对即将上任的特朗普政府的贸易和移民政策可能产生的担忧，以及美联储在降息方面显得过于谨慎。 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公司没有进行对外融资，章国栋、吕伊俐夫妻的全资公司Yili Investment持有卡罗特98.60%的股权。 03.财务情况 卡罗特公司在2021年、2022年和2023年的营业收入分别达到了6.75亿元、7.69亿元和15.83亿元，实现了67.26%的年复合增长率。 资料来源：招股说明书 配发结果 数据来源：公开数据 目前各大券商都开通了融资融券，申购热度也逐步提升，根据AIPO预测，申购16手稳中一手，一手中签率预计40%，目前回拨比例为40%，预计9月26日招股结束，按照次热度进展，不排除超额认购100倍的可能。 募资用途 公司预计将募集来的资金用于以下几个场景： 35%：寻求收购及投资机遇（扩大产品组合及通过高端产品线增强品牌定位） 25%：产品研发 20%：拓张销售渠道 10%：ESG相关投资 <a href=\"https://laohu8.com/U/20703384576125\">@Seven8</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a href=\"https://laohu8.com/U/3527667573852808\">@小虎征文</a> <a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","text":"基本面信息 01.公司介绍 卡罗特成立于2007年,是新兴的全球生活方式厨具品牌。自公司于2016年推出“卡罗特(CAROTE)”品牌以来的八年里,已在中国、美国、西欧、东南亚及日本等主要市场的线上厨具细分领域建立卓越地位,公司已成为全球增长最快的厨具品牌之一。公司的产品强调“物尽其用”及“物超所值”,旨在为客户提供实用、设计精良且价格合理的产品,推广现代烹饪生活方式。 02.融资情况 公司没有进行对外融资，章国栋、吕伊俐夫妻的全资公司Yili Investment持有卡罗特98.60%的股权。 03.财务情况 卡罗特公司在2021年、2022年和2023年的营业收入分别达到了6.75亿元、7.69亿元和15.83亿元，实现了67.26%的年复合增长率。 资料来源：招股说明书 配发结果 数据来源：公开数据 目前各大券商都开通了融资融券，申购热度也逐步提升，根据AIPO预测，申购16手稳中一手，一手中签率预计40%，目前回拨比例为40%，预计9月26日招股结束，按照次热度进展，不排除超额认购100倍的可能。 募资用途 公司预计将募集来的资金用于以下几个场景： 35%：寻求收购及投资机遇（扩大产品组合及通过高端产品线增强品牌定位） 25%：产品研发 20%：拓张销售渠道 10%：ESG相关投资 @Seven8 @爱发红包的虎妞 @小虎征文 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