社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
泰晤士河船夫
IP属地:中国台湾
+关注
帖子 · 7
帖子 · 7
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
泰晤士河船夫
泰晤士河船夫
·
2025-06-18
$泡泡玛特(09992)$
泡泡终究是个泡泡
看
1,175
回复
评论
点赞
1
编组 21备份 2
分享
举报
泰晤士河船夫
泰晤士河船夫
·
2025-06-18
$山东墨龙(00568)$
还能涨多久呢?
看
1.94万
回复
评论
点赞
1
编组 21备份 2
分享
举报
泰晤士河船夫
泰晤士河船夫
·
2025-06-18
$地平线机器人-W(09660)$
还是劲不足啊
看
935
回复
评论
点赞
2
编组 21备份 2
分享
举报
泰晤士河船夫
泰晤士河船夫
·
2025-06-18
$先声药业(02096)$
此次合作为先声药业带来最高达7.45亿美元的潜在收入,包括1200万美元首付款、开发及销售里程碑付款,以及大中华区外净销售额的双位数分级特许权使用费。结合今年1月与艾伯维达成的10.55亿美元三抗药物授权,2025年两项合作总潜在交易额超18亿美元,显著改善现金流并夯实业绩增长基础。尤其对总营收连续三年徘徊在60亿元的先声药业而言,这两项BD可能成为突破增长瓶颈的关键。例如,SIM0505若在全球市场顺利商业化,其分成收入有望在中长期贡献稳定现金流,同时技术平台授权费用(如NextCure支付的500万美元后续付款)进一步验证技术价值。
看
2.47万
回复
评论
点赞
2
编组 21备份 2
分享
举报
泰晤士河船夫
泰晤士河船夫
·
2025-05-14
$先声药业(02096)$
的主要产品都是卖国内的,川普降价并不会对业务有什么影响,前两日跟着一起跌而且量还那么大,现在反而是个比较实在的价格了,把之前勐拉压实了。
看
2.28万
回复
评论
点赞
1
编组 21备份 2
分享
举报
泰晤士河船夫
泰晤士河船夫
·
2025-05-14
$地平线机器人-W(09660)$
入通后得多疯狂?
看
1,912
回复
1
点赞
1
编组 21备份 2
分享
举报
泰晤士河船夫
泰晤士河船夫
·
2025-05-14
$小米集团-W(01810)$
破50回不去了呢?
看
811
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4210291588703230","uuid":"4210291588703230","gmtCreate":1747188409507,"gmtModify":1747192619013,"name":"泰晤士河船夫","pinyin":"twshcftaiwushihechuanfu","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/c32f39273705bee36679d00644c6a816","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"中国台湾","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":447286126396016,"gmtCreate":1750222291321,"gmtModify":1750222292363,"author":{"id":"4210291588703230","authorId":"4210291588703230","name":"泰晤士河船夫","avatar":"https://static.tigerbbs.com/c32f39273705bee36679d00644c6a816","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210291588703230","idStr":"4210291588703230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 泡泡终究是个泡泡","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 泡泡终究是个泡泡","text":"$泡泡玛特(09992)$ 泡泡终究是个泡泡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447286126396016","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447285637002000,"gmtCreate":1750222255841,"gmtModify":1750222257026,"author":{"id":"4210291588703230","authorId":"4210291588703230","name":"泰晤士河船夫","avatar":"https://static.tigerbbs.com/c32f39273705bee36679d00644c6a816","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210291588703230","idStr":"4210291588703230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$ </a> 还能涨多久呢?","listText":"<a href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$ </a> 还能涨多久呢?","text":"$山东墨龙(00568)$ 还能涨多久呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447285637002000","isVote":1,"tweetType":1,"viewCount":19376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447285475267264,"gmtCreate":1750222227395,"gmtModify":1750222228551,"author":{"id":"4210291588703230","authorId":"4210291588703230","name":"泰晤士河船夫","avatar":"https://static.tigerbbs.com/c32f39273705bee36679d00644c6a816","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210291588703230","idStr":"4210291588703230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$ </a> 还是劲不足啊","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$ </a> 还是劲不足啊","text":"$地平线机器人-W(09660)$ 还是劲不足啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447285475267264","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447285087621792,"gmtCreate":1750222153742,"gmtModify":1750223311273,"author":{"id":"4210291588703230","authorId":"4210291588703230","name":"泰晤士河船夫","avatar":"https://static.tigerbbs.com/c32f39273705bee36679d00644c6a816","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210291588703230","idStr":"4210291588703230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02096\">$先声药业(02096)$ </a> 此次合作为先声药业带来最高达7.45亿美元的潜在收入,包括1200万美元首付款、开发及销售里程碑付款,以及大中华区外净销售额的双位数分级特许权使用费。结合今年1月与艾伯维达成的10.55亿美元三抗药物授权,2025年两项合作总潜在交易额超18亿美元,显著改善现金流并夯实业绩增长基础。尤其对总营收连续三年徘徊在60亿元的先声药业而言,这两项BD可能成为突破增长瓶颈的关键。例如,SIM0505若在全球市场顺利商业化,其分成收入有望在中长期贡献稳定现金流,同时技术平台授权费用(如NextCure支付的500万美元后续付款)进一步验证技术价值。","listText":"<a href=\"https://laohu8.com/S/02096\">$先声药业(02096)$ </a> 此次合作为先声药业带来最高达7.45亿美元的潜在收入,包括1200万美元首付款、开发及销售里程碑付款,以及大中华区外净销售额的双位数分级特许权使用费。结合今年1月与艾伯维达成的10.55亿美元三抗药物授权,2025年两项合作总潜在交易额超18亿美元,显著改善现金流并夯实业绩增长基础。尤其对总营收连续三年徘徊在60亿元的先声药业而言,这两项BD可能成为突破增长瓶颈的关键。例如,SIM0505若在全球市场顺利商业化,其分成收入有望在中长期贡献稳定现金流,同时技术平台授权费用(如NextCure支付的500万美元后续付款)进一步验证技术价值。","text":"$先声药业(02096)$ 此次合作为先声药业带来最高达7.45亿美元的潜在收入,包括1200万美元首付款、开发及销售里程碑付款,以及大中华区外净销售额的双位数分级特许权使用费。结合今年1月与艾伯维达成的10.55亿美元三抗药物授权,2025年两项合作总潜在交易额超18亿美元,显著改善现金流并夯实业绩增长基础。尤其对总营收连续三年徘徊在60亿元的先声药业而言,这两项BD可能成为突破增长瓶颈的关键。例如,SIM0505若在全球市场顺利商业化,其分成收入有望在中长期贡献稳定现金流,同时技术平台授权费用(如NextCure支付的500万美元后续付款)进一步验证技术价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447285087621792","isVote":1,"tweetType":1,"viewCount":24731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434829238616400,"gmtCreate":1747193619914,"gmtModify":1747196898945,"author":{"id":"4210291588703230","authorId":"4210291588703230","name":"泰晤士河船夫","avatar":"https://static.tigerbbs.com/c32f39273705bee36679d00644c6a816","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210291588703230","idStr":"4210291588703230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02096\">$先声药业(02096)$ </a> 的主要产品都是卖国内的,川普降价并不会对业务有什么影响,前两日跟着一起跌而且量还那么大,现在反而是个比较实在的价格了,把之前勐拉压实了。","listText":"<a href=\"https://laohu8.com/S/02096\">$先声药业(02096)$ </a> 的主要产品都是卖国内的,川普降价并不会对业务有什么影响,前两日跟着一起跌而且量还那么大,现在反而是个比较实在的价格了,把之前勐拉压实了。","text":"$先声药业(02096)$ 的主要产品都是卖国内的,川普降价并不会对业务有什么影响,前两日跟着一起跌而且量还那么大,现在反而是个比较实在的价格了,把之前勐拉压实了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434829238616400","isVote":1,"tweetType":1,"viewCount":22849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434974081720568,"gmtCreate":1747193449013,"gmtModify":1747196882497,"author":{"id":"4210291588703230","authorId":"4210291588703230","name":"泰晤士河船夫","avatar":"https://static.tigerbbs.com/c32f39273705bee36679d00644c6a816","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210291588703230","idStr":"4210291588703230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$ </a> 入通后得多疯狂?","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$ </a> 入通后得多疯狂?","text":"$地平线机器人-W(09660)$ 入通后得多疯狂?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/434974081720568","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434830040199720,"gmtCreate":1747193396406,"gmtModify":1747196879467,"author":{"id":"4210291588703230","authorId":"4210291588703230","name":"泰晤士河船夫","avatar":"https://static.tigerbbs.com/c32f39273705bee36679d00644c6a816","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210291588703230","idStr":"4210291588703230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 破50回不去了呢?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 破50回不去了呢?","text":"$小米集团-W(01810)$ 破50回不去了呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434830040199720","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}