洛哥
2020-02-15
高瓴资本，价值投资的领航者
[开心]
[开心]
@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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价值投资为王
2020-02-15
价值投资为王
真的是靠本事赚钱
价值投资为王
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洛哥
:
厉害，哔哩哔哩至少比腾讯视频成功的概率高
价值投资为王
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洛哥
:
谬赞了 [开心]
洛哥
:
前期我已买入bili，打算下周再增持。bili已被腾讯视为用来制约字节跳动的一大利器，委以重任，以段永平的价值投资理念"好产品将后来居上"将带来更多机会。
洛哥
:
跟着您，也可以赚钱 [开心]
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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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