顺势而牛
2020-02-17
这篇文章不错,转发给大家看
@价值投资为王:
跟着高瓴资本炒牛股
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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href=\"https://laohu8.com/S/06049\">$保利物业(06049)$</a> </span></p> <p><span>餐饮:<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> </span></p> <p><span>更全面的操作记录见下图:</span></p> <p><img src=\"https://static.tigerbbs.com/d39224ad0e84b153d006772e1eae656d\"></p> <p><span>按照海榕财富的统计,高瓴在爱尔眼科上赚了142%、恒瑞医药400%、海底捞65%、保利物业48%(截止今日盈利86%)、启明医疗43%。</span></p> <p><span>这里面,爱尔眼科和保利物业都曾持有过,俩票都赚了30%跑了。回头看他们的股价,肠子都能悔青。</span></p> <p><img src=\"https://static.tigerbbs.com/cd01677be8239a67b7278b236242fa06\"></p> <p><span>恒瑞医药目前我还在持有中,万亿市值前暂时不打算卖出。</span></p> <p><span>高瓴在港股市场经常以基石投资者的形态出现,即以IPO发行价买入大量股份,和我们小散打新中签的成本是一样的。</span></p> <p><span>比如,高瓴是保利物业、海底捞和启明医疗的基石投资者。</span></p> <p><span>除海底捞外,保利和启明上市首日皆大涨30%,这对于他们后面的涨幅来说都算是小菜。如果我中签的保利没有卖出,现在应该是赚了86%。</span></p> <p><span>保利物业我写过一篇分析文章,详见《</span><a href=\"https://r.tigerbbs.com/lr9k\" target=\"_blank\"><span>涨疯了!物业成为今年最牛板块,此时上市的保利物业会遭爆抢吗?</span></a><span>》。</span></p> <p><span>总结高瓴资本的操作特征,大致有以下几点:</span></p> <p><span>1.</span><b><span>偏爱医药股。</span></b></p> <p><span>在上表的持仓中,医药股占一半。</span></p> <p><span>2.</span><b><span>优选赛道好的行业。</span></b></p> <p><span>自古医药出大牛,整个板块无论中外皆有诸多牛股,这个行业永无天花板,呈现出强者恒强的局面,毕竟研发新药需要巨额投入,没点家底耗不起。</span></p> <p><span>高瓴投的海底捞,更是压中了中餐赛道中最优秀的火锅,扩张模式容易复制。</span></p> <p><span>物业这个赛道也是旱涝保收,社会上鲜有小区更换物业。</span></p> <p><span>3.</span><b><span>好公司</span></b></p> <p><span>眼科行业,爱尔是老大;</span></p> <p><span>创新药老大是恒瑞,绝对的国内一哥。</span></p> <p><span>海底捞最大的火锅餐饮企业</span></p> <p><span>启明医疗是心脏瓣膜行业的NO.1。</span></p> <p><span>高瓴资本在选股方面确实牛!感兴趣的朋友可以多在网上查查资料,下次碰到高瓴做基石的新股,无脑申购就行。</span></p> <p><span>Ps,由于高瓴入股了<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> ,倒是引起了我的兴趣,抽时间研究研究。</span></p></body></html>","htmlText":"<html><head></head><body><p><span>在徐翔进局子之前,曾跟着这位“股神”大赚特赚,犹记得<a href=\"https://laohu8.com/S/600503\">$华丽家族(600503)$</a> 赚了366%,<a href=\"https://laohu8.com/S/002269\">$美邦服饰(002269)$</a> 赚了50%+。</span></p> <p><span>进去后,徐翔神话没了,但高瓴资本的神操作开始流传起来。</span></p> <p><span>我记得高瓴资本买过这些牛股:</span></p> <p><span>医药:<a href=\"https://laohu8.com/S/300015\">$爱尔眼科(300015)$</a> 、<a href=\"https://laohu8.com/S/600276\">$恒瑞医药(600276)$</a> 、<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a> 、<a href=\"https://laohu8.com/S/03692\">$翰森制药(03692)$</a> </span></p> <p><span>物业:<a href=\"https://laohu8.com/S/06049\">$保利物业(06049)$</a> </span></p> <p><span>餐饮:<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> </span></p> <p><span>更全面的操作记录见下图:</span></p> <p><img src=\"https://static.tigerbbs.com/d39224ad0e84b153d006772e1eae656d\"></p> <p><span>按照海榕财富的统计,高瓴在爱尔眼科上赚了142%、恒瑞医药400%、海底捞65%、保利物业48%(截止今日盈利86%)、启明医疗43%。</span></p> <p><span>这里面,爱尔眼科和保利物业都曾持有过,俩票都赚了30%跑了。回头看他们的股价,肠子都能悔青。</span></p> <p><img src=\"https://static.tigerbbs.com/cd01677be8239a67b7278b236242fa06\"></p> <p><span>恒瑞医药目前我还在持有中,万亿市值前暂时不打算卖出。</span></p> <p><span>高瓴在港股市场经常以基石投资者的形态出现,即以IPO发行价买入大量股份,和我们小散打新中签的成本是一样的。</span></p> <p><span>比如,高瓴是保利物业、海底捞和启明医疗的基石投资者。</span></p> <p><span>除海底捞外,保利和启明上市首日皆大涨30%,这对于他们后面的涨幅来说都算是小菜。如果我中签的保利没有卖出,现在应该是赚了86%。</span></p> <p><span>保利物业我写过一篇分析文章,详见《</span><a href=\"https://r.tigerbbs.com/lr9k\" target=\"_blank\"><span>涨疯了!物业成为今年最牛板块,此时上市的保利物业会遭爆抢吗?</span></a><span>》。</span></p> <p><span>总结高瓴资本的操作特征,大致有以下几点:</span></p> <p><span>1.</span><b><span>偏爱医药股。</span></b></p> <p><span>在上表的持仓中,医药股占一半。</span></p> <p><span>2.</span><b><span>优选赛道好的行业。</span></b></p> <p><span>自古医药出大牛,整个板块无论中外皆有诸多牛股,这个行业永无天花板,呈现出强者恒强的局面,毕竟研发新药需要巨额投入,没点家底耗不起。</span></p> <p><span>高瓴投的海底捞,更是压中了中餐赛道中最优秀的火锅,扩张模式容易复制。</span></p> <p><span>物业这个赛道也是旱涝保收,社会上鲜有小区更换物业。</span></p> <p><span>3.</span><b><span>好公司</span></b></p> <p><span>眼科行业,爱尔是老大;</span></p> <p><span>创新药老大是恒瑞,绝对的国内一哥。</span></p> <p><span>海底捞最大的火锅餐饮企业</span></p> <p><span>启明医疗是心脏瓣膜行业的NO.1。</span></p> <p><span>高瓴资本在选股方面确实牛!感兴趣的朋友可以多在网上查查资料,下次碰到高瓴做基石的新股,无脑申购就行。</span></p> <p><span>Ps,由于高瓴入股了<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> ,倒是引起了我的兴趣,抽时间研究研究。</span></p></body></html>","text":"在徐翔进局子之前,曾跟着这位“股神”大赚特赚,犹记得$华丽家族(600503)$ 赚了366%,$美邦服饰(002269)$ 赚了50%+。 进去后,徐翔神话没了,但高瓴资本的神操作开始流传起来。 我记得高瓴资本买过这些牛股: 医药:$爱尔眼科(300015)$ 、$恒瑞医药(600276)$ 、$启明医疗-B(02500)$ 、$翰森制药(03692)$ 物业:$保利物业(06049)$ 餐饮:$海底捞(06862)$ 更全面的操作记录见下图: 按照海榕财富的统计,高瓴在爱尔眼科上赚了142%、恒瑞医药400%、海底捞65%、保利物业48%(截止今日盈利86%)、启明医疗43%。 这里面,爱尔眼科和保利物业都曾持有过,俩票都赚了30%跑了。回头看他们的股价,肠子都能悔青。 恒瑞医药目前我还在持有中,万亿市值前暂时不打算卖出。 高瓴在港股市场经常以基石投资者的形态出现,即以IPO发行价买入大量股份,和我们小散打新中签的成本是一样的。 比如,高瓴是保利物业、海底捞和启明医疗的基石投资者。 除海底捞外,保利和启明上市首日皆大涨30%,这对于他们后面的涨幅来说都算是小菜。如果我中签的保利没有卖出,现在应该是赚了86%。 保利物业我写过一篇分析文章,详见《涨疯了!物业成为今年最牛板块,此时上市的保利物业会遭爆抢吗?》。 总结高瓴资本的操作特征,大致有以下几点: 1.偏爱医药股。 在上表的持仓中,医药股占一半。 2.优选赛道好的行业。 自古医药出大牛,整个板块无论中外皆有诸多牛股,这个行业永无天花板,呈现出强者恒强的局面,毕竟研发新药需要巨额投入,没点家底耗不起。 高瓴投的海底捞,更是压中了中餐赛道中最优秀的火锅,扩张模式容易复制。 物业这个赛道也是旱涝保收,社会上鲜有小区更换物业。 3.好公司 眼科行业,爱尔是老大; 创新药老大是恒瑞,绝对的国内一哥。 海底捞最大的火锅餐饮企业 启明医疗是心脏瓣膜行业的NO.1。 高瓴资本在选股方面确实牛!感兴趣的朋友可以多在网上查查资料,下次碰到高瓴做基石的新股,无脑申购就行。 Ps,由于高瓴入股了$哔哩哔哩(BILI)$ 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