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牛车红额定
牛车红额定
·
01-26 16:47
$天际线建筑集团(SKBL)$
投资有时候就是投变化，SKBL从一家香港的建筑分包商，突然要变成服务美国市场的关键矿产供应商，还为此换了主席、搬了总部。这种根本性的战略转向，成败不好说，但至少让这只股票脱离了原来的估值框架，有了新的想象空间。
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牛车红额定
牛车红额定
·
01-23
$天际线建筑集团(SKBL)$
从赛道来看，SKBL身处传统的建筑行业，而且是专注于香港地区的公共土木工程。这个市场格局相对稳定，不会像科技行业那样面临颠覆性竞争，但增长天花板也比较明显，属于比较典型的区域性公用事业类股票。
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30
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1
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牛车红额定
牛车红额定
·
01-23
$创辉珠宝(08537)$
讲开业务模式，佢除咗自己门市卖金饰，仲有做批发同回收黄金。尤其回收黄金呢部分，占生意比重愈来愈大，呢个模式几有弹性，金价波动大时可能仲有得做。
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牛车红额定
牛车红额定
·
01-22
$天际线建筑集团(SKBL)$
英特尔财报要来了，大家都在猜AI芯片需求有多旺。芯片制造可离不开稀土这些关键材料，SKBL新业务瞄准的就是这个供应链，逻辑上是通的，就看它后面怎么落地了。
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牛车红额定
牛车红额定
·
01-21
$天际线建筑集团(SKBL)$
SKBL主要通过子公司建朝工程在香港做道路和排水工程。这类公共工程受政府预算影响大，但好处是需求相对稳定，不容易大起大落，算是个防御性不错的赛道。
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22
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1
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牛车红额定
牛车红额定
·
01-20
$天际线建筑集团(SKBL)$
公司的股票52周波动范围从0.42到14.25。这种高波动性非常典型，既有小盘股的特性，也叠加了业务转型带来的巨大不确定性，股价容易受情绪和消息面驱动上蹿下跳。
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485
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牛车红额定
牛车红额定
·
01-19
$天际线建筑集团(SKBL)$
从市盈率看，公司目前还没有盈利。所以用传统估值法可能不太适用，市场现在给它定价，纯粹是在为转型后的成长前景和资源价值买单。
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牛车红额定
牛车红额定
·
01-16
$天际线建筑集团(SKBL)$
SKBL定位为服务于美国客户的供应商，这个方向踩在了全球供应链重组和国家安全需求的点上，故事的长线逻辑是存在的。
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牛车红额定
牛车红额定
·
01-15
$天际线建筑集团(SKBL)$
SKBL市值才4000万美元出头，盘子是真的小。这种小盘股弹性大，又有转型矿产的消息，交易量比平时活跃一些也正常，就是波动可能会比较大，心脏不好的朋友要谨慎。
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牛车红额定
牛车红额定
·
01-15
$创辉珠宝(08537)$
呢排金价企得稳，对下半段贸易业务可能都有帮助。
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投资有时候就是投变化，SKBL从一家香港的建筑分包商，突然要变成服务美国市场的关键矿产供应商，还为此换了主席、搬了总部。这种根本性的战略转向，成败不好说，但至少让这只股票脱离了原来的估值框架，有了新的想象空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525895195984648","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524802119278792,"gmtCreate":1769152108504,"gmtModify":1769152110920,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 从赛道来看，SKBL身处传统的建筑行业，而且是专注于香港地区的公共土木工程。这个市场格局相对稳定，不会像科技行业那样面临颠覆性竞争，但增长天花板也比较明显，属于比较典型的区域性公用事业类股票。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ 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讲开业务模式，佢除咗自己门市卖金饰，仲有做批发同回收黄金。尤其回收黄金呢部分，占生意比重愈来愈大，呢个模式几有弹性，金价波动大时可能仲有得做。","listText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 讲开业务模式，佢除咗自己门市卖金饰，仲有做批发同回收黄金。尤其回收黄金呢部分，占生意比重愈来愈大，呢个模式几有弹性，金价波动大时可能仲有得做。","text":"$创辉珠宝(08537)$ 讲开业务模式，佢除咗自己门市卖金饰，仲有做批发同回收黄金。尤其回收黄金呢部分，占生意比重愈来愈大，呢个模式几有弹性，金价波动大时可能仲有得做。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524796225798360","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524650937483968,"gmtCreate":1769066647891,"gmtModify":1769066650390,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 英特尔财报要来了，大家都在猜AI芯片需求有多旺。芯片制造可离不开稀土这些关键材料，SKBL新业务瞄准的就是这个供应链，逻辑上是通的，就看它后面怎么落地了。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 英特尔财报要来了，大家都在猜AI芯片需求有多旺。芯片制造可离不开稀土这些关键材料，SKBL新业务瞄准的就是这个供应链，逻辑上是通的，就看它后面怎么落地了。","text":"$天际线建筑集团(SKBL)$ 英特尔财报要来了，大家都在猜AI芯片需求有多旺。芯片制造可离不开稀土这些关键材料，SKBL新业务瞄准的就是这个供应链，逻辑上是通的，就看它后面怎么落地了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524650937483968","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524102257313080,"gmtCreate":1768981325315,"gmtModify":1768981328456,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> SKBL主要通过子公司建朝工程在香港做道路和排水工程。这类公共工程受政府预算影响大，但好处是需求相对稳定，不容易大起大落，算是个防御性不错的赛道。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> SKBL主要通过子公司建朝工程在香港做道路和排水工程。这类公共工程受政府预算影响大，但好处是需求相对稳定，不容易大起大落，算是个防御性不错的赛道。","text":"$天际线建筑集团(SKBL)$ SKBL主要通过子公司建朝工程在香港做道路和排水工程。这类公共工程受政府预算影响大，但好处是需求相对稳定，不容易大起大落，算是个防御性不错的赛道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524102257313080","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523698820612984,"gmtCreate":1768897205397,"gmtModify":1768897208786,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 公司的股票52周波动范围从0.42到14.25。这种高波动性非常典型，既有小盘股的特性，也叠加了业务转型带来的巨大不确定性，股价容易受情绪和消息面驱动上蹿下跳。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 公司的股票52周波动范围从0.42到14.25。这种高波动性非常典型，既有小盘股的特性，也叠加了业务转型带来的巨大不确定性，股价容易受情绪和消息面驱动上蹿下跳。","text":"$天际线建筑集团(SKBL)$ 公司的股票52周波动范围从0.42到14.25。这种高波动性非常典型，既有小盘股的特性，也叠加了业务转型带来的巨大不确定性，股价容易受情绪和消息面驱动上蹿下跳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523698820612984","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523403731038568,"gmtCreate":1768807598358,"gmtModify":1768807600301,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 从市盈率看，公司目前还没有盈利。所以用传统估值法可能不太适用，市场现在给它定价，纯粹是在为转型后的成长前景和资源价值买单。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 从市盈率看，公司目前还没有盈利。所以用传统估值法可能不太适用，市场现在给它定价，纯粹是在为转型后的成长前景和资源价值买单。","text":"$天际线建筑集团(SKBL)$ 从市盈率看，公司目前还没有盈利。所以用传统估值法可能不太适用，市场现在给它定价，纯粹是在为转型后的成长前景和资源价值买单。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523403731038568","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522350744687328,"gmtCreate":1768550517171,"gmtModify":1768551074775,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> SKBL定位为服务于美国客户的供应商，这个方向踩在了全球供应链重组和国家安全需求的点上，故事的长线逻辑是存在的。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> SKBL定位为服务于美国客户的供应商，这个方向踩在了全球供应链重组和国家安全需求的点上，故事的长线逻辑是存在的。","text":"$天际线建筑集团(SKBL)$ SKBL定位为服务于美国客户的供应商，这个方向踩在了全球供应链重组和国家安全需求的点上，故事的长线逻辑是存在的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522350744687328","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521932365878760,"gmtCreate":1768460937594,"gmtModify":1768460939669,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> SKBL市值才4000万美元出头，盘子是真的小。这种小盘股弹性大，又有转型矿产的消息，交易量比平时活跃一些也正常，就是波动可能会比较大，心脏不好的朋友要谨慎。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> SKBL市值才4000万美元出头，盘子是真的小。这种小盘股弹性大，又有转型矿产的消息，交易量比平时活跃一些也正常，就是波动可能会比较大，心脏不好的朋友要谨慎。","text":"$天际线建筑集团(SKBL)$ SKBL市值才4000万美元出头，盘子是真的小。这种小盘股弹性大，又有转型矿产的消息，交易量比平时活跃一些也正常，就是波动可能会比较大，心脏不好的朋友要谨慎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521932365878760","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521932258026880,"gmtCreate":1768460839932,"gmtModify":1768461242210,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 呢排金价企得稳，对下半段贸易业务可能都有帮助。","listText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 呢排金价企得稳，对下半段贸易业务可能都有帮助。","text":"$创辉珠宝(08537)$ 呢排金价企得稳，对下半段贸易业务可能都有帮助。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521932258026880","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}