个人中心 - 老虎社区

kingslyking

IP属地：广东

帖子 · 2帖子 · 2
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- kingslykingkingslyking
  ·2025-12-04
  $阿里巴巴-W(09988)$ 这是短期回不了160了？
  974 评论
  1
  分享
  举报
- kingslykingkingslyking
  ·2025-08-08
  ‌$再鼎医药(09688)$ ‌业绩符合预期，艾加莫德环比趋势较好，全年收入指引不变，Q3即将迎来拐点，Q4盈利拐点，下半年催化较多，当下位置建议重点关注！ #收入稳步增长: 2Q'25为1.1亿美元, 重申全年总收入指引 #减亏盈利在望: 调整后运营亏损同比缩窄-37% Y/Y, 目标4Q迎来盈利拐点 #重磅催化在即: DLL3, KarXT, bemarituzumab #现金储备充足: 超8.3亿美元 [玫瑰]全球管线加速推进 [拳头]ZL-1310 (DLL3 ADC), 极具竞争力的疗效特征和安全性 - 全球1期数据: ORR 67% (2L SCLC), ORR 79% (2L SCLC @1.6mg/kg) - <2.0 mg/kg 剂量组: 无≥2级ILD, ≥3级TRAE 6%, 无药物相关停药 - 持续推进2L SCLC、1L SCLC和其他神经内分泌癌的临床 👉🏻2H'25: 2L SCLC 单药数据更新; 启动全球关键性研究 [拳头]ZL-1503 (IL-13/IL-31R), 潜在重磅自免单品 - EAACI公布临床前数据: 双通路 (炎症+瘙痒)、长效、耐受性良好 👉🏻2H'25: 开启用于特应性皮炎的全球1期临床研究 [玫瑰]商业化稳健增长 - 艾加莫德季度环比强劲复苏46% Q/Q, 第二季度患者使用量创新高; 受益于指南更新, 预计下半年增长加速 - 则乐短期表现受到市场竞争格局变化的影响; 进入下半年已企稳, 有信心2H恢复到Q1终端销售体量 ❗❗2H'25 重磅催化在即❗❗ - 1310 (DLL3 ADC): 进入2L SCLC
  3,510 评论
  1
  分享
  举报
暂无关注

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4194944116260502","uuid":"4194944116260502","gmtCreate":1731840953898,"gmtModify":1734249895373,"name":"kingslyking","pinyin":"kingslyking","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":5,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.13","exceedPercentage":"60.86%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.12","exceedPercentage":"80.25%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":507219326746936,"gmtCreate":1764813277961,"gmtModify":1764813352573,"author":{"id":"4194944116260502","authorId":"4194944116260502","name":"kingslyking","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194944116260502","authorIdStr":"4194944116260502"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 这是短期回不了160了？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 这是短期回不了160了？","text":"$阿里巴巴-W(09988)$ 这是短期回不了160了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507219326746936","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465339436028320,"gmtCreate":1754633882233,"gmtModify":1754634423125,"author":{"id":"4194944116260502","authorId":"4194944116260502","name":"kingslyking","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194944116260502","authorIdStr":"4194944116260502"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/09688\">$再鼎医药(09688)$ &nbsp;</a>‌业绩符合预期，艾加莫德环比趋势较好，全年收入指引不变，Q3即将迎来拐点，Q4盈利拐点，下半年催化较多，当下位置建议重点关注！ #收入稳步增长: 2Q'25为1.1亿美元,&nbsp;重申全年总收入指引 #减亏盈利在望: 调整后运营亏损同比缩窄-37% Y/Y, 目标4Q迎来盈利拐点 #重磅催化在即: DLL3, KarXT, bemarituzumab #现金储备充足: 超8.3亿美元 [玫瑰]全球管线加速推进 [拳头]ZL-1310 (DLL3 ADC), 极具竞争力的疗效特征和安全性 - 全球1期数据: ORR 67% (2L SCLC), ORR 79% (2L SCLC @1.6mg/kg) - &lt;2.0 mg/kg 剂量组: 无≥2级ILD,&nbsp;≥3级TRAE 6%, 无药物相关停药 - 持续推进2L SCLC、1L SCLC和其他神经内分泌癌的临床 👉🏻2H'25: 2L&nbsp;SCLC 单药数据更新;&nbsp;启动全球关键性研究 [拳头]ZL-1503 (IL-13/IL-31R), 潜在重磅自免单品 - EAACI公布临床前数据: 双通路 (炎症+瘙痒)、长效、耐受性良好 👉🏻2H'25: 开启用于特应性皮炎的全球1期临床研究 &nbsp; [玫瑰]商业化稳健增长 - 艾加莫德季度环比强劲复苏46% Q/Q,&nbsp;第二季度患者使用量创新高;&nbsp;受益于指南更新,&nbsp;预计下半年增长加速 -&nbsp;则乐短期表现受到市场竞争格局变化的影响; 进入下半年已企稳, 有信心2H恢复到Q1终端销售体量 &nbsp; ❗❗2H'25 重磅催化在即❗❗ - 1310 (DLL3 ADC): 进入2L SCLC","listText":"‌<a href=\"https://laohu8.com/S/09688\">$再鼎医药(09688)$ &nbsp;</a>‌业绩符合预期，艾加莫德环比趋势较好，全年收入指引不变，Q3即将迎来拐点，Q4盈利拐点，下半年催化较多，当下位置建议重点关注！ #收入稳步增长: 2Q'25为1.1亿美元,&nbsp;重申全年总收入指引 #减亏盈利在望: 调整后运营亏损同比缩窄-37% Y/Y, 目标4Q迎来盈利拐点 #重磅催化在即: DLL3, KarXT, bemarituzumab #现金储备充足: 超8.3亿美元 [玫瑰]全球管线加速推进 [拳头]ZL-1310 (DLL3 ADC), 极具竞争力的疗效特征和安全性 - 全球1期数据: ORR 67% (2L SCLC), ORR 79% (2L SCLC @1.6mg/kg) - &lt;2.0 mg/kg 剂量组: 无≥2级ILD,&nbsp;≥3级TRAE 6%, 无药物相关停药 - 持续推进2L SCLC、1L SCLC和其他神经内分泌癌的临床 👉🏻2H'25: 2L&nbsp;SCLC 单药数据更新;&nbsp;启动全球关键性研究 [拳头]ZL-1503 (IL-13/IL-31R), 潜在重磅自免单品 - EAACI公布临床前数据: 双通路 (炎症+瘙痒)、长效、耐受性良好 👉🏻2H'25: 开启用于特应性皮炎的全球1期临床研究 &nbsp; [玫瑰]商业化稳健增长 - 艾加莫德季度环比强劲复苏46% Q/Q,&nbsp;第二季度患者使用量创新高;&nbsp;受益于指南更新,&nbsp;预计下半年增长加速 -&nbsp;则乐短期表现受到市场竞争格局变化的影响; 进入下半年已企稳, 有信心2H恢复到Q1终端销售体量 &nbsp; ❗❗2H'25 重磅催化在即❗❗ - 1310 (DLL3 ADC): 进入2L SCLC","text":"‌$再鼎医药(09688)$ ‌业绩符合预期，艾加莫德环比趋势较好，全年收入指引不变，Q3即将迎来拐点，Q4盈利拐点，下半年催化较多，当下位置建议重点关注！ #收入稳步增长: 2Q'25为1.1亿美元, 重申全年总收入指引 #减亏盈利在望: 调整后运营亏损同比缩窄-37% Y/Y, 目标4Q迎来盈利拐点 #重磅催化在即: DLL3, KarXT, bemarituzumab #现金储备充足: 超8.3亿美元 [玫瑰]全球管线加速推进 [拳头]ZL-1310 (DLL3 ADC), 极具竞争力的疗效特征和安全性 - 全球1期数据: ORR 67% (2L SCLC), ORR 79% (2L SCLC @1.6mg/kg) - <2.0 mg/kg 剂量组: 无≥2级ILD, ≥3级TRAE 6%, 无药物相关停药 - 持续推进2L SCLC、1L SCLC和其他神经内分泌癌的临床 👉🏻2H'25: 2L SCLC 单药数据更新; 启动全球关键性研究 [拳头]ZL-1503 (IL-13/IL-31R), 潜在重磅自免单品 - EAACI公布临床前数据: 双通路 (炎症+瘙痒)、长效、耐受性良好 👉🏻2H'25: 开启用于特应性皮炎的全球1期临床研究 [玫瑰]商业化稳健增长 - 艾加莫德季度环比强劲复苏46% Q/Q, 第二季度患者使用量创新高; 受益于指南更新, 预计下半年增长加速 - 则乐短期表现受到市场竞争格局变化的影响; 进入下半年已企稳, 有信心2H恢复到Q1终端销售体量 ❗❗2H'25 重磅催化在即❗❗ - 1310 (DLL3 ADC): 进入2L SCLC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/465339436028320","isVote":1,"tweetType":1,"viewCount":3510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}