JLSE

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    • JLSEJLSE
      ·2022-01-17
      👍

      周报:做自己擅长的事

      @FlowingCash
      |美股小鹏汽车波动很大,这周做差价为主,个人预计在披露1月份销量数据之前,可能股价在40到50之间波动。这周我依然把更多的精力放在生物医药,开始建仓XBI,同时买进了阿里拉姆制药和Vir。当然,我对生物医药的理解还很初级,说不出什么高深的东西来,就简单说一下这两家公司。阿里拉姆拥有RNAi(基因干扰,可以沉默特定的基因)技术平台,有4款药已经获得FDA批准上市,管线还有很多正在临床中的药,其中治疗血胆固醇过多和血友病在三期,如果能顺利出来,市场空间应该不错。阿里拉姆是全球最权威,也是获批RNAi药物最多的公司。Vir最近的股价更容易受到新冠早期治疗药物的影响,这是葛兰素史克和Vir共同研发的Sotrovimab单抗药物,目前也只有这款药物上市。在技术平台方面,Vir除了拥有抗体技术平台,还有T细胞、先天免疫和RNA干扰。从管线来看,Vir基本都是合作研发,例如RNA干扰药物都是和阿里拉姆共同研发,抗体药物几乎都和葛兰素史克共同研发。虽然Vir唯一上市的药是因为新冠疫情而紧急批用的,不过Vir的技术平台多,管线丰富,股价也已经从141大幅回调,泡沫应该挤掉不少。今年对生物制药投资的主要思路是大仓位拿着XBI这支ETF,然后在创新生物科技公司中寻找Alpha的机会。新能源车、锂矿和芯片保持跟踪。|A股A股的话就有点难受了,持仓中每一只股票这周都跌了,影响最大的还是证券板块,中信证券一个配股带崩整个证券板块。抛开抱怨的话不说,证券板块真的到了爆发前夕了,从整个板块的PB来看,只有2018年发生质押危机的时候比现在的估值低。当时算是系统性风险的前夕,现在并没有系统性风险,这个估值已经非常低了。再看中信证券、招商证券和浙商证券的PB,都在各自的估值低位,即使再下跌也没多少空间了。另外几个板块,医药、猪肉和造纸,我都没有动,躺平状态。猪肉板块在上一周减仓后,未来等整个板块再次下跌,舆论
      周报:做自己擅长的事
      694评论
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    • JLSEJLSE
      ·2022-01-17
      👌👌👌

      Australian Shares Inch Higher on Oil, Tech Boost; NZ Dips

      Jan 17 (Reuters) - Australian shares see-sawed between gains and losses on Monday, with a jump in en
      Australian Shares Inch Higher on Oil, Tech Boost; NZ Dips
      558评论
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    • JLSEJLSE
      ·2022-01-17
      👌👌👌

      Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year

      A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft and Nvidia , both off roughly 9%. The overall S&P 500 has fallen 2.7%.Tech bulls hope a s
      Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year
      606评论
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    • JLSEJLSE
      ·2022-01-16
      🤔🤔🤔

      Better Meme Stock for 2022: AMC or GameStop?

      In investing, it always pays to consider the fundamentals.
      Better Meme Stock for 2022: AMC or GameStop?
      698评论
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    • JLSEJLSE
      ·2022-01-16
      👍

      Morgan Stanley Promotes Biggest Class of Managing Directors Since 2012

      While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 19
      Morgan Stanley Promotes Biggest Class of Managing Directors Since 2012
      681评论
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    • JLSEJLSE
      ·2022-01-15
      👍👍👍

      US STOCKS-Dow Closes Lower after Disappointing Bank Results

      The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasda
      US STOCKS-Dow Closes Lower after Disappointing Bank Results
      6232
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    • JLSEJLSE
      ·2022-01-14
      😔😔😔

      US STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus

      Wall Street's major indexes closed lower on Thursday with Nasdaq's 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple Fed
      US STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus
      6083
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    • JLSEJLSE
      ·2022-01-13
      👍👍👍

      Wall Street Closes Higher as Inflation Data Supports Fed Bets

      U.S. stock indexes rose on Wednesday after data showed that while U.S. inflation was at its highest
      Wall Street Closes Higher as Inflation Data Supports Fed Bets
      7501
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    • JLSEJLSE
      ·2022-01-12
      👍👍👍

      US STOCKS-Wall Street Closes Higher after Powell Testimony Eases Investors' Concerns

      U.S. stock indexes gained ground on Tuesday with Nasdaq leading the advance as investors were reliev
      US STOCKS-Wall Street Closes Higher after Powell Testimony Eases Investors' Concerns
      1,0692
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    • JLSEJLSE
      ·2022-01-10
      🤔

      Amazon challenges India's antitrust suspension of 2019 Future deal-sources

      Amazon.com Inc has filed a legal challenge at an Indian tribunal against the national antitrust agen
      Amazon challenges India's antitrust suspension of 2019 Future deal-sources
      5861
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