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准备起飞啊卡卡卡
2025-10-09
$阿里巴巴(BABA)$
涨涨落落,正常波动吧,慢慢来了
准备起飞啊卡卡卡
2025-10-10
$英特尔(INTC)$
今天晚上不能冲高回落了吧
准备起飞啊卡卡卡
2025-11-04
$亚马逊(AMZN)$
亚马逊不会还要继续冲吧
准备起飞啊卡卡卡
2025-10-07
$小马智行(PONY)$
最近机构对小马行情很了乐观啊,6号高盛集团分析师Allen Chang将目标价从27.7美元上调至31.3美元。上涨空间可以自己看看了
准备起飞啊卡卡卡
02-07
$小马智行(PONY)$
小马这次和摩尔合作,直接把世界模型、虚拟司机这种核心训练环节,放到国产GPU上跑,本身就说明两点:一是模型体系已经比较成熟了,敢换底座;二是算力成本这块,确实要为后面规模化做准备。Robotaxi要跑到几千辆,不把训练和仿真成本压下来,账根本算不过来。这次合作,更像是为后面放量提前铺路
准备起飞啊卡卡卡
2025-11-25
$礼来(LLY)$
ALLURION科技公司发布初步结果,展示其项目与低剂量Tirzepatide联合应用以优化肌肉量和GLP-1依从性
准备起飞啊卡卡卡
2025-10-10
$小马智行(PONY)$
机构对小马的态度挺不错,不是散户在玩情绪。跌的时候敢守,涨回来才更快
准备起飞啊卡卡卡
2025-10-09
$特斯拉(TSLA)$
马上要上平价版的modle Y了,会不会来一波行情,先调整再来波拉升
准备起飞啊卡卡卡
2025-09-22
$小马智行(PONY)$
Robotaxi 的商业化窗口明显在打开,小马在多地拿到资质并扩容车队,这说明商业化路径在持续加速中,今天这个走势是怎么回事?砸了5个点
准备起飞啊卡卡卡
2025-10-10
$特斯拉(TSLA)$
能不能涨起来,不是有机构提升目标价了嘛
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a>这票这几天没啥成交量也没什么换手率,社区也冷淡的","listText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a>这票这几天没啥成交量也没什么换手率,社区也冷淡的","text":"$归创通桥(02190)$这票这几天没啥成交量也没什么换手率,社区也冷淡的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531577013580944","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531314362684944,"gmtCreate":1770736373289,"gmtModify":1770736375118,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>2026的方向其实挺明确的,广深继续深耕,同时稳步扩展新城市。看起来更像运营公司的节奏了,反而不像技术公司的叙事","listText":"<a 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复宏汉霖2月4日完成H股全流通后,股价走势平稳上行,近期一笔大宗交易更是反应出市场对公司未来发展的认可。 首先是昨晚一笔大宗交易的数据非常有意思,一笔大宗交易以65港元成交:较前日收盘价折让约3%,但较前5日均价(59.84港元)溢价8.6%,较前10日均价(58.24港元)溢价11.6%。在当前港股医药板块大宗交易平均折让约7.5%的背景下,这一“低折让、高溢价”结构值得关注。 其次是全流通实施后,公司非上市股份占比由近69%降至约36%,流通盘扩大,但市场并未出现预期中的抛压。股价的稳健表现说明,流动性提升正逐步转化为估值修复动力,也为纳入更多指数及港股通标的创造条件。 再者就是机构选择在高于近期均价的位置参与交易,逻辑源于对公司基本面的审慎评估: 1、和罗氏就HLX11(帕妥珠单抗,对标帕捷特)专利诉讼和解,意味着上市前最大的“拦路虎”被搬开了。作为FDA批准的首款且唯一可互换生物类似药,独占期稳了,业绩兑现就在眼前。 2、现有业务方面,汉曲优、HLX11等生物类似药通过海外授权实现稳定销售,现金流较为健康; 3、核心产品汉斯状(H药)在小细胞肺癌领域已建立临床优势,正积极推进美国FDA上市申请;还有这次和日本卫材的BD,粗略计算H药全球销售峰值可以冲到100亿人民币。按照目前H药已在近40个国家获批、覆盖70多个地区的商业化网络,加上胃癌围手术期、结直肠癌等大适应症陆续获批,百亿人民币规模只是时间问题; 4、创新管线中,HLX22(胃癌一线)开展关键临床,HLX37(PD-L1/VEGF双抗)聚焦肿瘤微环境调控,临床前数据积极,为中长期发展提供支撑。 这笔交易传递出一个信号:市场对复宏汉霖的价值认知正在","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a> 转个雪球的内容,觉得写的还是蛮有意思的: 复宏汉霖2月4日完成H股全流通后,股价走势平稳上行,近期一笔大宗交易更是反应出市场对公司未来发展的认可。 首先是昨晚一笔大宗交易的数据非常有意思,一笔大宗交易以65港元成交:较前日收盘价折让约3%,但较前5日均价(59.84港元)溢价8.6%,较前10日均价(58.24港元)溢价11.6%。在当前港股医药板块大宗交易平均折让约7.5%的背景下,这一“低折让、高溢价”结构值得关注。 其次是全流通实施后,公司非上市股份占比由近69%降至约36%,流通盘扩大,但市场并未出现预期中的抛压。股价的稳健表现说明,流动性提升正逐步转化为估值修复动力,也为纳入更多指数及港股通标的创造条件。 再者就是机构选择在高于近期均价的位置参与交易,逻辑源于对公司基本面的审慎评估: 1、和罗氏就HLX11(帕妥珠单抗,对标帕捷特)专利诉讼和解,意味着上市前最大的“拦路虎”被搬开了。作为FDA批准的首款且唯一可互换生物类似药,独占期稳了,业绩兑现就在眼前。 2、现有业务方面,汉曲优、HLX11等生物类似药通过海外授权实现稳定销售,现金流较为健康; 3、核心产品汉斯状(H药)在小细胞肺癌领域已建立临床优势,正积极推进美国FDA上市申请;还有这次和日本卫材的BD,粗略计算H药全球销售峰值可以冲到100亿人民币。按照目前H药已在近40个国家获批、覆盖70多个地区的商业化网络,加上胃癌围手术期、结直肠癌等大适应症陆续获批,百亿人民币规模只是时间问题; 4、创新管线中,HLX22(胃癌一线)开展关键临床,HLX37(PD-L1/VEGF双抗)聚焦肿瘤微环境调控,临床前数据积极,为中长期发展提供支撑。 这笔交易传递出一个信号:市场对复宏汉霖的价值认知正在","text":"$复宏汉霖(02696)$ 转个雪球的内容,觉得写的还是蛮有意思的: 复宏汉霖2月4日完成H股全流通后,股价走势平稳上行,近期一笔大宗交易更是反应出市场对公司未来发展的认可。 首先是昨晚一笔大宗交易的数据非常有意思,一笔大宗交易以65港元成交:较前日收盘价折让约3%,但较前5日均价(59.84港元)溢价8.6%,较前10日均价(58.24港元)溢价11.6%。在当前港股医药板块大宗交易平均折让约7.5%的背景下,这一“低折让、高溢价”结构值得关注。 其次是全流通实施后,公司非上市股份占比由近69%降至约36%,流通盘扩大,但市场并未出现预期中的抛压。股价的稳健表现说明,流动性提升正逐步转化为估值修复动力,也为纳入更多指数及港股通标的创造条件。 再者就是机构选择在高于近期均价的位置参与交易,逻辑源于对公司基本面的审慎评估: 1、和罗氏就HLX11(帕妥珠单抗,对标帕捷特)专利诉讼和解,意味着上市前最大的“拦路虎”被搬开了。作为FDA批准的首款且唯一可互换生物类似药,独占期稳了,业绩兑现就在眼前。 2、现有业务方面,汉曲优、HLX11等生物类似药通过海外授权实现稳定销售,现金流较为健康; 3、核心产品汉斯状(H药)在小细胞肺癌领域已建立临床优势,正积极推进美国FDA上市申请;还有这次和日本卫材的BD,粗略计算H药全球销售峰值可以冲到100亿人民币。按照目前H药已在近40个国家获批、覆盖70多个地区的商业化网络,加上胃癌围手术期、结直肠癌等大适应症陆续获批,百亿人民币规模只是时间问题; 4、创新管线中,HLX22(胃癌一线)开展关键临床,HLX37(PD-L1/VEGF双抗)聚焦肿瘤微环境调控,临床前数据积极,为中长期发展提供支撑。 这笔交易传递出一个信号:市场对复宏汉霖的价值认知正在","images":[{"img":"https://static.tigerbbs.com/d96588769aef548d24b89b40dbdf4e23","width":"1718","height":"1276"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531245532340512","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":530868529463408,"gmtCreate":1770627542131,"gmtModify":1770627544400,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>复宏汉霖最聪明的就是把海外销售给了Organon。在海外建销售团队是个无底洞,还是让Organon去卖最划算。复宏汉霖只要躺着收里程碑和提成,这才是高质量的轻资产出海","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>复宏汉霖最聪明的就是把海外销售给了Organon。在海外建销售团队是个无底洞,还是让Organon去卖最划算。复宏汉霖只要躺着收里程碑和提成,这才是高质量的轻资产出海","text":"$复宏汉霖(02696)$复宏汉霖最聪明的就是把海外销售给了Organon。在海外建销售团队是个无底洞,还是让Organon去卖最划算。复宏汉霖只要躺着收里程碑和提成,这才是高质量的轻资产出海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530868529463408","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529914889221496,"gmtCreate":1770394641736,"gmtModify":1770394644146,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>小马这次和摩尔合作,直接把世界模型、虚拟司机这种核心训练环节,放到国产GPU上跑,本身就说明两点:一是模型体系已经比较成熟了,敢换底座;二是算力成本这块,确实要为后面规模化做准备。Robotaxi要跑到几千辆,不把训练和仿真成本压下来,账根本算不过来。这次合作,更像是为后面放量提前铺路","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>小马这次和摩尔合作,直接把世界模型、虚拟司机这种核心训练环节,放到国产GPU上跑,本身就说明两点:一是模型体系已经比较成熟了,敢换底座;二是算力成本这块,确实要为后面规模化做准备。Robotaxi要跑到几千辆,不把训练和仿真成本压下来,账根本算不过来。这次合作,更像是为后面放量提前铺路","text":"$小马智行(PONY)$小马这次和摩尔合作,直接把世界模型、虚拟司机这种核心训练环节,放到国产GPU上跑,本身就说明两点:一是模型体系已经比较成熟了,敢换底座;二是算力成本这块,确实要为后面规模化做准备。Robotaxi要跑到几千辆,不把训练和仿真成本压下来,账根本算不过来。这次合作,更像是为后面放量提前铺路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529914889221496","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529439979721016,"gmtCreate":1770278692095,"gmtModify":1770278694436,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a>看到归创敢在现在的大环境下逆势投20亿建厂, 可见高层的魄力可见一斑。而且明确提到了海外并购,说明公司手里现金流充裕,扩张欲望很强","listText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a>看到归创敢在现在的大环境下逆势投20亿建厂, 可见高层的魄力可见一斑。而且明确提到了海外并购,说明公司手里现金流充裕,扩张欲望很强","text":"$归创通桥(02190)$看到归创敢在现在的大环境下逆势投20亿建厂, 可见高层的魄力可见一斑。而且明确提到了海外并购,说明公司手里现金流充裕,扩张欲望很强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529439979721016","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529127782515896,"gmtCreate":1770217638509,"gmtModify":1770217640731,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>自动驾驶公司今年最重要的不是扩张,而是控制成本。谁把利润跑正,谁才有资格谈规模,顺序错了,很容易把自己拖垮","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>自动驾驶公司今年最重要的不是扩张,而是控制成本。谁把利润跑正,谁才有资格谈规模,顺序错了,很容易把自己拖垮","text":"$小马智行(PONY)$自动驾驶公司今年最重要的不是扩张,而是控制成本。谁把利润跑正,谁才有资格谈规模,顺序错了,很容易把自己拖垮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529127782515896","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529040598438288,"gmtCreate":1770191467162,"gmtModify":1770192195197,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>2026年的监管重点划得很清楚:新靶点、AI制药、细胞与基因治疗。这就是官方划定的‘新质生产力’赛道。不管是复宏汉霖这种做新靶点的,还是做CAR-T的企业,只要踩中这三个方向,就能享受‘四个加快审批通道’的VIP待遇,上市速度就是金钱","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>2026年的监管重点划得很清楚:新靶点、AI制药、细胞与基因治疗。这就是官方划定的‘新质生产力’赛道。不管是复宏汉霖这种做新靶点的,还是做CAR-T的企业,只要踩中这三个方向,就能享受‘四个加快审批通道’的VIP待遇,上市速度就是金钱","text":"$复宏汉霖(02696)$2026年的监管重点划得很清楚:新靶点、AI制药、细胞与基因治疗。这就是官方划定的‘新质生产力’赛道。不管是复宏汉霖这种做新靶点的,还是做CAR-T的企业,只要踩中这三个方向,就能享受‘四个加快审批通道’的VIP待遇,上市速度就是金钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529040598438288","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524924635042008,"gmtCreate":1769182109820,"gmtModify":1769182111782,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>东南亚短期并不是Robotaxi主战场。人力太便宜,市场价格压得太低,技术再先进也难盈利。这也解释了为什么中国L4公司更多把东南亚当展示窗口,而不是收入来源","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>东南亚短期并不是Robotaxi主战场。人力太便宜,市场价格压得太低,技术再先进也难盈利。这也解释了为什么中国L4公司更多把东南亚当展示窗口,而不是收入来源","text":"$小马智行(PONY)$东南亚短期并不是Robotaxi主战场。人力太便宜,市场价格压得太低,技术再先进也难盈利。这也解释了为什么中国L4公司更多把东南亚当展示窗口,而不是收入来源","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524924635042008","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524480824734960,"gmtCreate":1769073752323,"gmtModify":1769073754201,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>又到60以下了,不会机构又来捡筹吧","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>又到60以下了,不会机构又来捡筹吧","text":"$复宏汉霖(02696)$又到60以下了,不会机构又来捡筹吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524480824734960","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524206238418424,"gmtCreate":1769006713906,"gmtModify":1769006716143,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天晚上会反弹嘛","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天晚上会反弹嘛","text":"$特斯拉(TSLA)$今天晚上会反弹嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524206238418424","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524294240866304,"gmtCreate":1769006359819,"gmtModify":1769006361712,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>单车毛利很重要。在发达国家Robotaxi单车毛利显著更高。这意味着即便车队规模不大,只要跑在对的地方,现金流质量会完全不同","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>单车毛利很重要。在发达国家Robotaxi单车毛利显著更高。这意味着即便车队规模不大,只要跑在对的地方,现金流质量会完全不同","text":"$小马智行(PONY)$单车毛利很重要。在发达国家Robotaxi单车毛利显著更高。这意味着即便车队规模不大,只要跑在对的地方,现金流质量会完全不同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524294240866304","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523686919856672,"gmtCreate":1768894368964,"gmtModify":1768896610591,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"全流通备案通知书发布前泰康GIC陆续加仓意味着什么","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a> 转个投资人的观点 最近复宏汉霖收到了中国证监会关于1.83亿股H股全流通的备案通知书。对于这一消息,看到有球友表示恐慌,担心巨量内资股解禁后会形成天量抛压,导致股价崩盘,事实真的如此嘛? 我们先抛开这种条件反射式的情绪,从资本的视角代入看看 首先是顶级机构逆势加仓 1、1月9日,国内顶级险资泰康又加仓了,注意这是已经在超过举牌线的前提下,还在66港元的位置继续向上买入突破6%。 2、1月14日全流通备案落地的敏感窗口期,GIC以67.5463港元的均价增持3.83万股,持股比例升至7%。 恐慌往往是对价值的不确定。但现在,拥有全市场最顶尖的尽调能力和风控体系的GIC和泰康,已经为市场明牌了他们的建仓成本线(66-67港元区间),机构的逆势抢筹,直接证伪了抛压论。他们看到的不是供给增加的风险,而是筹码稀缺的机会。 打破流动性折价,为大资金进场铺路 长期以来,复宏汉霖虽然基本面优异,但受限于部分内资股无法在港股流通,公司的自由流通盘相对有限。这导致了所谓的流动性折价,很多千亿级的大型长线基金因为流动性不足、冲击成本过高而无法建仓。 1.83亿股转化为可交易的H股,直接扩大流通盘规模。不仅提升了日常交易的活跃度,更关键的是,提升了公司被纳入MSCI、富时罗素等国际核心指数的权重潜力。一旦权重提升,被动配置资金就会自动流入,为股价提供长期的资金承接力。 资本动作与管线爆发的完美共振 资本的嗅觉永远是最灵敏的。GIC和泰康之所以敢在高位加仓,底气和复宏汉霖近期的临床数据不无关系。 复宏汉霖在JPM大会上提出了全球化2.0的愿景。要实现这个目标,除了内生增长,外延式并购也是很重要的一点。全流通后,公司股票可以作为并购货币,在收购海外资产或技术平台时,通过换股等方式支付对价,减少","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a> 转个投资人的观点 最近复宏汉霖收到了中国证监会关于1.83亿股H股全流通的备案通知书。对于这一消息,看到有球友表示恐慌,担心巨量内资股解禁后会形成天量抛压,导致股价崩盘,事实真的如此嘛? 我们先抛开这种条件反射式的情绪,从资本的视角代入看看 首先是顶级机构逆势加仓 1、1月9日,国内顶级险资泰康又加仓了,注意这是已经在超过举牌线的前提下,还在66港元的位置继续向上买入突破6%。 2、1月14日全流通备案落地的敏感窗口期,GIC以67.5463港元的均价增持3.83万股,持股比例升至7%。 恐慌往往是对价值的不确定。但现在,拥有全市场最顶尖的尽调能力和风控体系的GIC和泰康,已经为市场明牌了他们的建仓成本线(66-67港元区间),机构的逆势抢筹,直接证伪了抛压论。他们看到的不是供给增加的风险,而是筹码稀缺的机会。 打破流动性折价,为大资金进场铺路 长期以来,复宏汉霖虽然基本面优异,但受限于部分内资股无法在港股流通,公司的自由流通盘相对有限。这导致了所谓的流动性折价,很多千亿级的大型长线基金因为流动性不足、冲击成本过高而无法建仓。 1.83亿股转化为可交易的H股,直接扩大流通盘规模。不仅提升了日常交易的活跃度,更关键的是,提升了公司被纳入MSCI、富时罗素等国际核心指数的权重潜力。一旦权重提升,被动配置资金就会自动流入,为股价提供长期的资金承接力。 资本动作与管线爆发的完美共振 资本的嗅觉永远是最灵敏的。GIC和泰康之所以敢在高位加仓,底气和复宏汉霖近期的临床数据不无关系。 复宏汉霖在JPM大会上提出了全球化2.0的愿景。要实现这个目标,除了内生增长,外延式并购也是很重要的一点。全流通后,公司股票可以作为并购货币,在收购海外资产或技术平台时,通过换股等方式支付对价,减少","text":"$复宏汉霖(02696)$ 转个投资人的观点 最近复宏汉霖收到了中国证监会关于1.83亿股H股全流通的备案通知书。对于这一消息,看到有球友表示恐慌,担心巨量内资股解禁后会形成天量抛压,导致股价崩盘,事实真的如此嘛? 我们先抛开这种条件反射式的情绪,从资本的视角代入看看 首先是顶级机构逆势加仓 1、1月9日,国内顶级险资泰康又加仓了,注意这是已经在超过举牌线的前提下,还在66港元的位置继续向上买入突破6%。 2、1月14日全流通备案落地的敏感窗口期,GIC以67.5463港元的均价增持3.83万股,持股比例升至7%。 恐慌往往是对价值的不确定。但现在,拥有全市场最顶尖的尽调能力和风控体系的GIC和泰康,已经为市场明牌了他们的建仓成本线(66-67港元区间),机构的逆势抢筹,直接证伪了抛压论。他们看到的不是供给增加的风险,而是筹码稀缺的机会。 打破流动性折价,为大资金进场铺路 长期以来,复宏汉霖虽然基本面优异,但受限于部分内资股无法在港股流通,公司的自由流通盘相对有限。这导致了所谓的流动性折价,很多千亿级的大型长线基金因为流动性不足、冲击成本过高而无法建仓。 1.83亿股转化为可交易的H股,直接扩大流通盘规模。不仅提升了日常交易的活跃度,更关键的是,提升了公司被纳入MSCI、富时罗素等国际核心指数的权重潜力。一旦权重提升,被动配置资金就会自动流入,为股价提供长期的资金承接力。 资本动作与管线爆发的完美共振 资本的嗅觉永远是最灵敏的。GIC和泰康之所以敢在高位加仓,底气和复宏汉霖近期的临床数据不无关系。 复宏汉霖在JPM大会上提出了全球化2.0的愿景。要实现这个目标,除了内生增长,外延式并购也是很重要的一点。全流通后,公司股票可以作为并购货币,在收购海外资产或技术平台时,通过换股等方式支付对价,减少","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523686919856672","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522448683778792,"gmtCreate":1768574424939,"gmtModify":1768574428331,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>都在讲模型驱动自动驾驶,但模型也得在城市里跑出来啊。光是广州的全天候运营就比很多新玩家扎实了","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>都在讲模型驱动自动驾驶,但模型也得在城市里跑出来啊。光是广州的全天候运营就比很多新玩家扎实了","text":"$小马智行(PONY)$都在讲模型驱动自动驾驶,但模型也得在城市里跑出来啊。光是广州的全天候运营就比很多新玩家扎实了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522448683778792","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522368180167288,"gmtCreate":1768554786397,"gmtModify":1768554856422,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"转:归创通桥收购Optimed的个人看法","htmlText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a> 内容分享: 今天看到归创通桥官宣收购德国老牌医械企业Optimed,这不仅仅是一次资产收购,更是一个明确的战略升维信号。意味着公司正从跨越产品出海的阶段,通过收购海外本体资产,向全球化运营平台的更高维度进阶。 基于发布的并购内容和行业逻辑,简单来聊聊个人的看法,梳理了以下4个核心看点及未来的验证节点 1、战略升维:对于国产创新器械而言,海外渠道的铺设往往是耗时最长、壁垒最高的环节。收购Optimed后,归创直接获得了深耕30年、覆盖全球70+国家的成熟销售网络。不仅拿到了资产,更拿到了通往欧洲及全球核心市场的路权,实现了海外渠道建设的快速落地。 2、 制造协同和产品互通预测: 降本与信任的双重保障 确立了中德双生产基地战略 德国—中国(补短板): Optimed的王牌产品sinus-Venous髂静脉支架(拥有STEVECO临床数据背书)是否会引进国内呢?这个问题看看公司后续是否会有打算了,毕竟这能直接填补归创在高端静脉支架领域的空白,和现有的静脉曲张产品形成完整解决方案。 中国—欧洲(提毛利): 归创通桥现有的神经介入、外周产品,可以利用Optimed的渠道直接进入欧洲医院。相比找代理商,这种自有渠道模式将保留更多利润在上市公司体内。 3、财务与估值预期: 业绩增厚(EPS): Optimed是成熟企业,并表后直接带来营收和现金流,不仅是画饼,而是实打实的业绩增厚。 毛利提升(GM): 随着自有渠道销售占比提升,少了中间商赚差价,综合毛利率有望逐步改善。 估值重构(PE): 目前市场给归创的估值多参考集采环境下的内卷逻辑。一旦海外营收占比突破临界点(比如30%-40%),市场将不再视其为单一集采受损股,而是对标国际化的企业,PE倍数有望向上修复。 未来一段时间个人","listText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥(02190)$</a> 内容分享: 今天看到归创通桥官宣收购德国老牌医械企业Optimed,这不仅仅是一次资产收购,更是一个明确的战略升维信号。意味着公司正从跨越产品出海的阶段,通过收购海外本体资产,向全球化运营平台的更高维度进阶。 基于发布的并购内容和行业逻辑,简单来聊聊个人的看法,梳理了以下4个核心看点及未来的验证节点 1、战略升维:对于国产创新器械而言,海外渠道的铺设往往是耗时最长、壁垒最高的环节。收购Optimed后,归创直接获得了深耕30年、覆盖全球70+国家的成熟销售网络。不仅拿到了资产,更拿到了通往欧洲及全球核心市场的路权,实现了海外渠道建设的快速落地。 2、 制造协同和产品互通预测: 降本与信任的双重保障 确立了中德双生产基地战略 德国—中国(补短板): Optimed的王牌产品sinus-Venous髂静脉支架(拥有STEVECO临床数据背书)是否会引进国内呢?这个问题看看公司后续是否会有打算了,毕竟这能直接填补归创在高端静脉支架领域的空白,和现有的静脉曲张产品形成完整解决方案。 中国—欧洲(提毛利): 归创通桥现有的神经介入、外周产品,可以利用Optimed的渠道直接进入欧洲医院。相比找代理商,这种自有渠道模式将保留更多利润在上市公司体内。 3、财务与估值预期: 业绩增厚(EPS): Optimed是成熟企业,并表后直接带来营收和现金流,不仅是画饼,而是实打实的业绩增厚。 毛利提升(GM): 随着自有渠道销售占比提升,少了中间商赚差价,综合毛利率有望逐步改善。 估值重构(PE): 目前市场给归创的估值多参考集采环境下的内卷逻辑。一旦海外营收占比突破临界点(比如30%-40%),市场将不再视其为单一集采受损股,而是对标国际化的企业,PE倍数有望向上修复。 未来一段时间个人","text":"$归创通桥(02190)$ 内容分享: 今天看到归创通桥官宣收购德国老牌医械企业Optimed,这不仅仅是一次资产收购,更是一个明确的战略升维信号。意味着公司正从跨越产品出海的阶段,通过收购海外本体资产,向全球化运营平台的更高维度进阶。 基于发布的并购内容和行业逻辑,简单来聊聊个人的看法,梳理了以下4个核心看点及未来的验证节点 1、战略升维:对于国产创新器械而言,海外渠道的铺设往往是耗时最长、壁垒最高的环节。收购Optimed后,归创直接获得了深耕30年、覆盖全球70+国家的成熟销售网络。不仅拿到了资产,更拿到了通往欧洲及全球核心市场的路权,实现了海外渠道建设的快速落地。 2、 制造协同和产品互通预测: 降本与信任的双重保障 确立了中德双生产基地战略 德国—中国(补短板): Optimed的王牌产品sinus-Venous髂静脉支架(拥有STEVECO临床数据背书)是否会引进国内呢?这个问题看看公司后续是否会有打算了,毕竟这能直接填补归创在高端静脉支架领域的空白,和现有的静脉曲张产品形成完整解决方案。 中国—欧洲(提毛利): 归创通桥现有的神经介入、外周产品,可以利用Optimed的渠道直接进入欧洲医院。相比找代理商,这种自有渠道模式将保留更多利润在上市公司体内。 3、财务与估值预期: 业绩增厚(EPS): Optimed是成熟企业,并表后直接带来营收和现金流,不仅是画饼,而是实打实的业绩增厚。 毛利提升(GM): 随着自有渠道销售占比提升,少了中间商赚差价,综合毛利率有望逐步改善。 估值重构(PE): 目前市场给归创的估值多参考集采环境下的内卷逻辑。一旦海外营收占比突破临界点(比如30%-40%),市场将不再视其为单一集采受损股,而是对标国际化的企业,PE倍数有望向上修复。 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href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi 的商业化窗口明显在打开,小马在多地拿到资质并扩容车队,这说明商业化路径在持续加速中,今天这个走势是怎么回事?砸了5个点","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi 的商业化窗口明显在打开,小马在多地拿到资质并扩容车队,这说明商业化路径在持续加速中,今天这个走势是怎么回事?砸了5个点","text":"$小马智行(PONY)$Robotaxi 的商业化窗口明显在打开,小马在多地拿到资质并扩容车队,这说明商业化路径在持续加速中,今天这个走势是怎么回事?砸了5个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/481390380757384","isVote":1,"tweetType":1,"viewCount":1848,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552563893114784","authorId":"3552563893114784","name":"Chris_0525","avatar":"https://static.tigerbbs.com/efe3feb77e5e1a22b4814a742b1c94d7","crmLevel":5,"crmLevelSwitch":0,"idStr":"3552563893114784","authorIdStr":"3552563893114784"},"content":"看来华尔街不认可它啊","text":"看来华尔街不认可它啊","html":"看来华尔街不认可它啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487748339438280,"gmtCreate":1760106198314,"gmtModify":1760106200050,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>能不能涨起来,不是有机构提升目标价了嘛","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>能不能涨起来,不是有机构提升目标价了嘛","text":"$特斯拉(TSLA)$能不能涨起来,不是有机构提升目标价了嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/487748339438280","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506562417330253","authorId":"3506562417330253","name":"M86","avatar":"https://static.tigerbbs.com/b864623c6b8a0169c629d1184136c783","crmLevel":7,"crmLevelSwitch":0,"idStr":"3506562417330253","authorIdStr":"3506562417330253"},"content":"反正就是,该信时候不要信,信的时候也不要信就对了,","text":"反正就是,该信时候不要信,信的时候也不要信就对了,","html":"反正就是,该信时候不要信,信的时候也不要信就对了,"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}