盘点个人最看好的十个国内核心资产

Rich_M

2019-11-26

本人最看好的未来3-5年里盈利增长确定性较强的，且个人认为比较有性价比的十家企业（比较贵的标的不算，虽然有很多核心资产增长预期也不错，但现金流折现回来经过测算性价比明显偏低）

1、$海螺水泥(00914)$

2、$中芯国际(00981)$

3、$中国平安(02318)$

4、$金蝶国际(00268)$

5、$阿里巴巴(BABA)$

6、$宁德时代(300750)$

7、$格力电器(000651)$

8、$上海机场(600009)$

9、$迈瑞医疗(300760)$

10、$腾讯控股(00700)$

$恒生指数(HSI)$ $上证指数(000001.SH)$

分享我的交易策略

交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！

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。

精彩评论

Sun99811224
2019-11-26
Sun99811224
茅台确定性最强，就是估值不便宜
- 晓五回复Sun99811224:
  估计得消化一阵子了
- Sun99811224回复Rich_M:
  白酒老大老二老三都涨太多啦，明年看看别的行业吧
- Rich_M:
  其实也还好，盈利确定性强，现金流增长比较稳定，但是要求高收益的话性价比就不高了，估计明年最乐观合理估计有个15-20的涨幅就很好了
价值投资为王
2019-11-26
价值投资为王
第9就算了吧
- 价值投资为王回复刘___开心就送旅游:
  董秘怼100股股东的事
- 刘___开心就送旅游:
  王者这句话怎么讲呢迈瑞医疗不是隐形冠军么

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":937386800,"tweetId":"937386800","gmtCreate":1574758940299,"gmtModify":1704728454583,"author":{"id":3487032960864710,"idStr":"3487032960864710","authorId":3487032960864710,"authorIdStr":"3487032960864710","name":"Rich_M","avatar":"https://static.tigerbbs.com/b9184276d7c3410427a5d19e68617aef","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":3127,"starInvestorFlag":false},"themes":[{"themeId":"5f4e0a7185a74ed196abff08008266de","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"分享我的交易策略","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5f4e0a7185a74ed196abff08008266de}&rnconfig={\"headerBarHidden\": true}","description":"交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"盘点个人最看好的十个国内核心资产","extraTitle":"","html":"<html><head></head><body>本人最看好的未来3-5年里盈利增长确定性较强的，且个人认为比较有性价比的十家企业（比较贵的标的不算，虽然有很多核心资产增长预期也不错，但现金流折现回来经过测算性价比明显偏低） 1、$海螺水泥(00914)$ 2、$中芯国际(00981)$ 3、$中国平安(02318)$ 4、$金蝶国际(00268)$ 5、$阿里巴巴(BABA)$ 6、$宁德时代(300750)$ 7、$格力电器(000651)$ 8、$上海机场(600009)$ 9、$迈瑞医疗(300760)$ 10、$腾讯控股(00700)$ $恒生指数(HSI)$ $上证指数(000001.SH)$ </body></html>","htmlText":"<html><head></head><body>本人最看好的未来3-5年里盈利增长确定性较强的，且个人认为比较有性价比的十家企业（比较贵的标的不算，虽然有很多核心资产增长预期也不错，但现金流折现回来经过测算性价比明显偏低） 1、$海螺水泥(00914)$ 2、$中芯国际(00981)$ 3、$中国平安(02318)$ 4、$金蝶国际(00268)$ 5、$阿里巴巴(BABA)$ 6、$宁德时代(300750)$ 7、$格力电器(000651)$ 8、$上海机场(600009)$ 9、$迈瑞医疗(300760)$ 10、$腾讯控股(00700)$ $恒生指数(HSI)$ $上证指数(000001.SH)$ </body></html>","text":"本人最看好的未来3-5年里盈利增长确定性较强的，且个人认为比较有性价比的十家企业（比较贵的标的不算，虽然有很多核心资产增长预期也不错，但现金流折现回来经过测算性价比明显偏低） 1、$海螺水泥(00914)$ 2、$中芯国际(00981)$ 3、$中国平安(02318)$ 4、$金蝶国际(00268)$ 5、$阿里巴巴(BABA)$ 6、$宁德时代(300750)$ 7、$格力电器(000651)$ 8、$上海机场(600009)$ 9、$迈瑞医疗(300760)$ 10、$腾讯控股(00700)$ $恒生指数(HSI)$ $上证指数(000001.SH)$","highlighted":1,"essential":1,"paper":2,"likeSize":11,"commentSize":7,"repostSize":4,"favoriteSize":0,"link":"https://laohu8.com/post/937386800","repostId":0,"isVote":1,"tweetType":1,"viewCount":15664,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00914","000651","600009","BABA","00268","00981","02318","300750","HSI","00700","000001.SH","300760"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":396,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1977764,"commentId":"1977764","gmtCreate":1574762924932,"gmtModify":1574762924932,"authorId":3448502281011258,"author":{"id":3448502281011258,"idStr":"3448502281011258","authorId":3448502281011258,"name":"Sun99811224","avatar":"https://static.tigerbbs.com/65142e690c9f87150fb0b3daee99b59c","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":937386800,"objectIdStr":"937386800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"茅台确定性最强，就是估值不便宜","text":"茅台确定性最强，就是估值不便宜","html":"茅台确定性最强，就是估值不便宜","likeSize":0,"commentSize":3,"subComments":[{"id":1977806,"commentId":"1977806","gmtCreate":1574763997557,"gmtModify":1574763997557,"authorId":3527667802061153,"author":{"id":3527667802061153,"idStr":"3527667802061153","authorId":3527667802061153,"name":"晓五","avatar":"https://static.tigerbbs.com/4314fbe2a19b6f043fbc9e9779d85c18","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3448502281011258,"repliedAuthor":{"id":3448502281011258,"idStr":"3448502281011258","authorId":3448502281011258,"name":"Sun99811224","avatar":"https://static.tigerbbs.com/65142e690c9f87150fb0b3daee99b59c","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":937386800,"objectIdStr":"937386800","type":1,"supId":1977764,"supIdStr":"1977764","prevId":1977792,"prevIdStr":"1977792","content":"估计得消化一阵子了","text":"估计得消化一阵子了","html":"估计得消化一阵子了"},{"id":1977792,"commentId":"1977792","gmtCreate":1574763642315,"gmtModify":1574763642315,"authorId":3448502281011258,"author":{"id":3448502281011258,"idStr":"3448502281011258","authorId":3448502281011258,"name":"Sun99811224","avatar":"https://static.tigerbbs.com/65142e690c9f87150fb0b3daee99b59c","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3487032960864710,"repliedAuthor":{"id":3487032960864710,"idStr":"3487032960864710","authorId":3487032960864710,"name":"Rich_M","avatar":"https://static.tigerbbs.com/b9184276d7c3410427a5d19e68617aef","vip":1,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2006},"hat":"https://static.tigerbbs.com/717a877921e5ed88700305c37737450d","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":937386800,"objectIdStr":"937386800","type":1,"supId":1977764,"supIdStr":"1977764","prevId":1977773,"prevIdStr":"1977773","content":"白酒老大老二老三都涨太多啦，明年看看别的行业吧","text":"白酒老大老二老三都涨太多啦，明年看看别的行业吧","html":"白酒老大老二老三都涨太多啦，明年看看别的行业吧"},{"id":1977773,"commentId":"1977773","gmtCreate":1574763238384,"gmtModify":1574763238384,"authorId":3487032960864710,"author":{"id":3487032960864710,"idStr":"3487032960864710","authorId":3487032960864710,"name":"Rich_M","avatar":"https://static.tigerbbs.com/b9184276d7c3410427a5d19e68617aef","vip":1,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2006},"hat":"https://static.tigerbbs.com/717a877921e5ed88700305c37737450d","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":937386800,"objectIdStr":"937386800","type":1,"supId":1977764,"supIdStr":"1977764","prevId":0,"prevIdStr":"0","content":"其实也还好，盈利确定性强，现金流增长比较稳定，但是要求高收益的话性价比就不高了，估计明年最乐观合理估计有个15-20的涨幅就很好了","text":"其实也还好，盈利确定性强，现金流增长比较稳定，但是要求高收益的话性价比就不高了，估计明年最乐观合理估计有个15-20的涨幅就很好了","html":"其实也还好，盈利确定性强，现金流增长比较稳定，但是要求高收益的话性价比就不高了，估计明年最乐观合理估计有个15-20的涨幅就很好了"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1977650,"commentId":"1977650","gmtCreate":1574759971795,"gmtModify":1574759971795,"authorId":21347731130544,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.20","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":937386800,"objectIdStr":"937386800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"第9就算了吧","text":"第9就算了吧","html":"第9就算了吧","likeSize":0,"commentSize":2,"subComments":[{"id":2006894,"commentId":"2006894","gmtCreate":1576195010987,"gmtModify":1576195010987,"authorId":21347731130544,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.20","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":3501154092157058,"repliedAuthor":{"id":3501154092157058,"idStr":"3501154092157058","authorId":3501154092157058,"name":"刘___开心就送旅游","avatar":"https://static.tigerbbs.com/ee15fe019ac0ac74097bda2db6cc3f88","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":937386800,"objectIdStr":"937386800","type":1,"supId":1977650,"supIdStr":"1977650","prevId":2006134,"prevIdStr":"2006134","content":"董秘怼100股股东的事","text":"董秘怼100股股东的事","html":"董秘怼100股股东的事"},{"id":2006134,"commentId":"2006134","gmtCreate":1576161602834,"gmtModify":1576168623769,"authorId":3501154092157058,"author":{"id":3501154092157058,"idStr":"3501154092157058","authorId":3501154092157058,"name":"刘___开心就送旅游","avatar":"https://static.tigerbbs.com/ee15fe019ac0ac74097bda2db6cc3f88","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":937386800,"objectIdStr":"937386800","type":1,"supId":1977650,"supIdStr":"1977650","prevId":0,"prevIdStr":"0","content":"王者 这句话怎么讲呢&nbsp;&nbsp; 迈瑞医疗不是隐形冠军么","text":"王者 这句话怎么讲呢&nbsp;&nbsp; 迈瑞医疗不是隐形冠军么","html":"王者 这句话怎么讲呢&nbsp;&nbsp; 迈瑞医疗不是隐形冠军么"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/937386800"}