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春懿曦明
恭喜发财,大吉大利,实现财富自由。
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春懿曦明
2025-03-07
OK
春懿曦明
2025-03-07
OK
春懿曦明
2025-01-30
出售股份
抱歉,原内容已删除
春懿曦明
2024-12-23
OK
春懿曦明
2024-12-23
OK
春懿曦明
2024-12-23
OK
春懿曦明
2024-12-18
OK
@美股小懒猫:市场默认:购买科技股
春懿曦明
2024-12-16
OK
春懿曦明
2024-12-16
OK
春懿曦明
2024-12-05
OK
春懿曦明
2024-12-02
OK
春懿曦明
2024-11-28
OK
春懿曦明
2024-11-27
OK
@和着泪关灯吃面:
$理想汽车(LI)$
传统油车的日子现在每况日下,放远一些来看,未来新能源车占市场比例只会越来越大。而新能源车里很难有新玩家了,原来的玩家只会越来越整合。市场会越来越集中在大的厂商手里。届时想,我相信现在的领先者理想一定会有重要的位子。而我拿的理想的量还不够,所以越跌越加仓。
春懿曦明
2024-11-27
OK
@Zjie:
$英伟达(NVDA)$
继续分批买入英伟达,期待下周的收益。
春懿曦明
2024-11-26
OK
春懿曦明
2024-11-26
OK
春懿曦明
2024-11-25
OK
春懿曦明
2024-11-21
OK
春懿曦明
2024-11-21
OK
春懿曦明
2024-11-21
OK
去老虎APP查看更多动态
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现在是年底,通常股票市场会受到年底策略的影响,包括税收亏损出售或获利了结,减持一些仓位,或者机构通过增加表现良好的股票来美化投资组合。然而,今年的情况似乎有些不同。对科技股的需求似乎没有尽头,纳斯达克综合指数和QQQ继续创下历史新高,而其他一切几乎都被抛弃了。 为什么? 选举后的头几周,市场似乎对一切都表示欢迎,包括大盘股、小盘股、价值股和成长股,原因在于人们对减少监管和减税的希望。然而,这种情绪现在已转为对经济的担忧,这并不是因为当前数据表现疲软,而是对即将上任的特朗普政府的贸易和移民政策可能产生的担忧,以及美联储在降息方面显得过于谨慎。 关于关税,我认为有针对性地、精准地使用关税可能是必要的。然而,全面地对所有进口商品征收关税是完全荒谬的,这肯定会带来通胀。我不确定特朗普2.0政府在这些问题上是否会像第一任期那样灵活。这是一个带来不确定性的风险。市场厌恶不确定性,但这种不确定性似乎只压在科技股以外的其他领域上。 关于移民政策,我要明确表示,我认为我们需要控制边界。同时,驱逐大约1000万名滞留在美国的人口,其中一些人已经在这里生活了几十年,这种做法在我看来至少是误导的。我们需要这些生产力较强、在许多情况下缴纳税款的非公民从事许多美国人不愿意做的工作。另外,许多人已经从最低层的就业岗位毕业,成功融入我们的经济,成为技术工人和企业主。如果他们离开,会对劳动力成本以及加州生产的蔬菜价格造成什么影响? “七巨头”主宰市场 考虑到“七巨头”占据了标普500指数50.8万亿美元市值的大约36%份额,我认为可以说这七家公司主宰了整个指数,甚至整个市场。据Morningstar数据,这七只股票的未来12个月预期市盈率达到40倍。当然,这些市盈率的具体数字取决于你对盈利的预期。Yardeni Research的Ed Yardeni(观点稍微不那么保守)将“七巨头”的未来","listText":"科技板块坚不可摧 现在是年底,通常股票市场会受到年底策略的影响,包括税收亏损出售或获利了结,减持一些仓位,或者机构通过增加表现良好的股票来美化投资组合。然而,今年的情况似乎有些不同。对科技股的需求似乎没有尽头,纳斯达克综合指数和QQQ继续创下历史新高,而其他一切几乎都被抛弃了。 为什么? 选举后的头几周,市场似乎对一切都表示欢迎,包括大盘股、小盘股、价值股和成长股,原因在于人们对减少监管和减税的希望。然而,这种情绪现在已转为对经济的担忧,这并不是因为当前数据表现疲软,而是对即将上任的特朗普政府的贸易和移民政策可能产生的担忧,以及美联储在降息方面显得过于谨慎。 关于关税,我认为有针对性地、精准地使用关税可能是必要的。然而,全面地对所有进口商品征收关税是完全荒谬的,这肯定会带来通胀。我不确定特朗普2.0政府在这些问题上是否会像第一任期那样灵活。这是一个带来不确定性的风险。市场厌恶不确定性,但这种不确定性似乎只压在科技股以外的其他领域上。 关于移民政策,我要明确表示,我认为我们需要控制边界。同时,驱逐大约1000万名滞留在美国的人口,其中一些人已经在这里生活了几十年,这种做法在我看来至少是误导的。我们需要这些生产力较强、在许多情况下缴纳税款的非公民从事许多美国人不愿意做的工作。另外,许多人已经从最低层的就业岗位毕业,成功融入我们的经济,成为技术工人和企业主。如果他们离开,会对劳动力成本以及加州生产的蔬菜价格造成什么影响? “七巨头”主宰市场 考虑到“七巨头”占据了标普500指数50.8万亿美元市值的大约36%份额,我认为可以说这七家公司主宰了整个指数,甚至整个市场。据Morningstar数据,这七只股票的未来12个月预期市盈率达到40倍。当然,这些市盈率的具体数字取决于你对盈利的预期。Yardeni Research的Ed Yardeni(观点稍微不那么保守)将“七巨头”的未来","text":"科技板块坚不可摧 现在是年底,通常股票市场会受到年底策略的影响,包括税收亏损出售或获利了结,减持一些仓位,或者机构通过增加表现良好的股票来美化投资组合。然而,今年的情况似乎有些不同。对科技股的需求似乎没有尽头,纳斯达克综合指数和QQQ继续创下历史新高,而其他一切几乎都被抛弃了。 为什么? 选举后的头几周,市场似乎对一切都表示欢迎,包括大盘股、小盘股、价值股和成长股,原因在于人们对减少监管和减税的希望。然而,这种情绪现在已转为对经济的担忧,这并不是因为当前数据表现疲软,而是对即将上任的特朗普政府的贸易和移民政策可能产生的担忧,以及美联储在降息方面显得过于谨慎。 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公司没有进行对外融资,章国栋、吕伊俐夫妻的全资公司Yili Investment持有卡罗特98.60%的股权。 03.财务情况 卡罗特公司在2021年、2022年和2023年的营业收入分别达到了6.75亿元、7.69亿元和15.83亿元,实现了67.26%的年复合增长率。 资料来源:招股说明书 配发结果 数据来源:公开数据 目前各大券商都开通了融资融券,申购热度也逐步提升,根据AIPO预测,申购16手稳中一手,一手中签率预计40%,目前回拨比例为40%,预计9月26日招股结束,按照次热度进展,不排除超额认购100倍的可能。 募资用途 公司预计将募集来的资金用于以下几个场景: 35%:寻求收购及投资机遇(扩大产品组合及通过高端产品线增强品牌定位) 25%:产品研发 20%:拓张销售渠道 10%:ESG相关投资 <a href=\"https://laohu8.com/U/20703384576125\">@Seven8</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a href=\"https://laohu8.com/U/3527667573852808\">@小虎征文</a> <a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","text":"基本面信息 01.公司介绍 卡罗特成立于2007年,是新兴的全球生活方式厨具品牌。自公司于2016年推出“卡罗特(CAROTE)”品牌以来的八年里,已在中国、美国、西欧、东南亚及日本等主要市场的线上厨具细分领域建立卓越地位,公司已成为全球增长最快的厨具品牌之一。公司的产品强调“物尽其用”及“物超所值”,旨在为客户提供实用、设计精良且价格合理的产品,推广现代烹饪生活方式。 02.融资情况 公司没有进行对外融资,章国栋、吕伊俐夫妻的全资公司Yili Investment持有卡罗特98.60%的股权。 03.财务情况 卡罗特公司在2021年、2022年和2023年的营业收入分别达到了6.75亿元、7.69亿元和15.83亿元,实现了67.26%的年复合增长率。 资料来源:招股说明书 配发结果 数据来源:公开数据 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