新进重仓股接连翻倍，邓晓峰是如何做到的？

中国证券网2021-06-01

5月31日，爱博医疗大涨16.91%，兴齐眼药上涨5.23%。在此次大涨之后，这两家公司今年年内的最大区间涨幅均实现了翻倍，其中爱博医疗今年二季度以来股价已经翻倍。根据上市公司定期报告，高毅资产的首席投资官邓晓峰所管理的产品，在今年一季度大举买入上述两家公司。买入不久就大涨，这应该是投资者最向往的境界。从邓晓峰的过往投资案例看，不管是对紫金矿业、还是特宝生物等，不乏买入不久就开始大涨的案例。...

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精彩评论

choong9655
2021-06-01
choong9655
[财迷] [财迷]
LunLun6767
2021-06-01
LunLun6767
[龇牙] [龇牙] [龇牙]
__终结__
2021-06-01
__终结__
[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意]
小江白
2021-06-01
小江白
怎么样做到的？
- 小江白:
  厉害了
JanetXinru
2021-06-01
JanetXinru
n
- JanetXinru:
  bh
- JanetXinru:
  hh
yoyo6969
2021-06-01
yoyo6969
任务～
- hhyw:
  请回复
- yoyo6969:
  好～
- yoyo6969:
  好
- yoyo6969:
  👍👍
- yoyo6969:
  [微笑]

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53.6%， 2019 年 20 岁以下近视人数约 1.7 亿，近视率与近视人口均高居世界第一。\n公开数据显示，爱博医疗聚焦手术和视光两大领域，核心产品为人工晶状体和角膜塑形镜，是创新驱动型眼科器械平台型公司，业绩保持高增长。首创证券研究显示，随着带量采购政策加速人工晶体行业国产替代，爱博医疗作为国产人工晶状体研发领军企业，产品管线丰富，相比其它品牌技术优势明显，对比进口产品性价比更高，未来随着公司多焦点人工晶状体的上市，产品管线将达到国际领先水平，竞争优势明显。另外，角膜塑形镜作为最有效的延缓青少年近视发展的手段之一，已经纳入我国青少年近视防控指南。爱博医疗角膜塑形镜作为第二家获批的国产品牌， 先发优势明显。\n从眼科赛到的个股表现看，龙头股爱尔眼科在今年春节后调整之后，近期再度逼近历史高点，从3月份的低点反弹幅度高达55%。另一个眼科龙头股欧普康视已经创出历史新高，从3月初的低点算起，已经接近翻倍。\n\n邓晓峰还新进了这些股\n根据上市公司的定期报告可以发现，截至今年一季度末，邓晓峰管理的多只产品，出现在上市公司的前十大流通股东中。其中长信科技、锡业股份、西部材料、派克新材等同时被他管理的多只产品抱团持有。\n\n从上述公司可以发现，邓晓峰新进个股，几乎均是细分行业龙头股，上述公司在其所属行业有明显的竞争优势。\n例如，贝瑞基因是国内癌症早筛龙头公司，公司肝的癌早筛项目PreCar为全球同类研究中规模最大、进展最快、数据最优的，可以通过外周血检测进行肝癌的极早期预警，提早6-12个月筛查出极高危肝癌人群，目前已经在合作的近20家医院LDT模式提供检测服务。开立医疗则是国内超声设备的领军企业，其内窥镜产品也有望在未来几年内实现高速增长。\n长信科技卡位消费/汽车电子优质赛道，公司已形成较完备的车载触控显示模组布局，向特斯拉和比亚迪提供中控屏模组、中控屏液晶显示模组产品。旭升股份则是汽车轻量化龙头公司，也是特斯拉的核心供应商。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":110753727,"gmtCreate":1622505800069,"gmtModify":1634101072934,"author":{"id":"3570851196183919","authorId":"3570851196183919","name":"choong9655","avatar":"https://static.tigerbbs.com/d9388bd17a337e45fb122d12e3c9dac3","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3570851196183919","idStr":"3570851196183919"},"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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