davi的个人主页 - 老虎社区

davi

davi

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2021-01-26

$Ozon Holdings PLC(OZON)$俄罗斯电商。亚马逊，或者天猫。不过大牛不可能，被美国禁止美国人投资的可能性也存在俄罗斯电商增速或许会有所下滑，但我们保守预计2021年营收有望突破20亿美元，目前2021年PS仅不到4倍，处于电商行业低估状态，OZON有自建物流亚马逊的直营模式，也有第三方卖家参与，疫情下众多中小商家加盟，已从重资产模式加速像阿里拼多多模式进军，第三方卖家GMV已经从去年的15%发展到第三季度的45%，物流速度一流，40%俄罗斯人口地区可实现1日达。也有俄罗斯国资参与，政治风险大概率可以排除。

2021-01-22

$Jumia Technologies AG(JMIA)$Jumia非洲亚马逊，值得关注。

2021-01-21

拜登上台，股市感觉没行情了

2020-09-30

买，买，买

科技龙头砸出深坑千亿芯片股回调58% 抗跌股出炉！印度副总统确诊新冠蔚来暴涨近11%

2019-05-03

$云集(YJ)$ 那也不能重新抽签啊？只能同比例减少，才合理。现在可好，把散户的都回收了，牛逼！

2019-05-03

$云集(YJ)$ 不怕被告？

去老虎APP查看更多动态

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AG(JMIA)$</a>Jumia非洲亚马逊，值得关注。","text":"$Jumia Technologies AG(JMIA)$Jumia非洲亚马逊，值得关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310264834","isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310994694,"gmtCreate":1611239482118,"gmtModify":1703749108981,"author":{"id":"198014294717964","authorId":"198014294717964","name":"davi","avatar":"https://static.tigerbbs.com/207d4f48530a69fcb0774c2db8460c29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拜登上台，股市感觉没行情了","listText":"拜登上台，股市感觉没行情了","text":"拜登上台，股市感觉没行情了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310994694","isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977970322,"gmtCreate":1601424169666,"gmtModify":1703824265095,"author":{"id":"198014294717964","authorId":"198014294717964","name":"davi","avatar":"https://static.tigerbbs.com/207d4f48530a69fcb0774c2db8460c29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买，买，买","listText":"买，买，买","text":"买，买，买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977970322","repostId":"2071079974","repostType":2,"repost":{"id":"2071079974","pubTimestamp":1601423087,"share":"https://www.laohu8.com/m/news/2071079974?lang=&edition=full","pubTime":"2020-09-30 07:44","market":"us","language":"zh","title":"科技龙头砸出深坑 千亿芯片股回调58%  抗跌股出炉！印度副总统确诊新冠 蔚来暴涨近11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2071079974","media":"同花顺财经","summary":"原标题：科技龙头砸出深坑 千亿芯片股回调58% 抗跌股出炉！印度副总统确诊新冠 蔚来暴涨近11%科技股能否再度走强？昨日各大指数全线反弹，创业板指涨1.67%，科创50指数大涨3.81%。科技股出现久","content":"<html><body><p>原标题：科技龙头砸出深坑 千亿芯片股回调58% 抗跌股出炉！印度副总统确诊新冠 <a href=\"https://laohu8.com/S/NIO\">蔚来</a>暴涨近11%</p><p><font>科技股能否再度走强？</font></p><p>昨日各大指数全线反弹，创业板指涨1.67%，科创50指数大涨3.81%。科技股出现久违的反弹，卫星导航、无人机、锂电池、光刻机等概念板块涨幅居前。</p><p><a href=\"https://laohu8.com/S/601878\">浙商证券</a>认为，未来1-2个季度科技将迎反弹，而接下来2-3周是科技板块的低吸布局期。浙商证券对科技转向乐观的核心逻辑，其一，三季度以来，以半导体和军工为代表的科技板块，无论是幅度还是时间周期，调整已经较为充分；其二，近期地产端放缓信号初现，流动性预期边际改善的迹象增多；其三，科技将是十四五规划的重点方向之一，未来1-2个季度对科技而言政策面也是有利因素；其四，四季度进入三季报发布的时间窗口，也对成长股整体有利。</p><div>据此，证券时报.梳理出超跌的科技龙头股，以及在近期表现相对抗跌的个股名单，以飨读者。</div><p><font>一批科技龙头砸出深坑</font></p><div></div>统计显示，获得5家以上机构评级的科技股(电子、计算机、通信三大行业)合计共有180多只，这些个股多为科技板块龙头或细分行业的龙头标的。比如<a href=\"https://laohu8.com/S/002475\">立讯精密</a>是消费电子龙头，<a href=\"https://laohu8.com/S/002415\">海康威视</a>是安防龙头，<a href=\"https://laohu8.com/S/601138\">工业富联</a>是通信行业龙头等。<p>部分个股近期调整幅度较为显著。其中，芯片概念龙头<a href=\"https://laohu8.com/S/603160\">汇顶科技</a>复权后年内最高价超过380元，最新价160.8元，回调幅度超过58%。该股市值高点接近1800亿元，最新市值不足800亿元。<a href=\"https://laohu8.com/S/300578\">会畅通讯</a>最新价较年内高点下跌超57%位居次席，<a href=\"https://laohu8.com/S/688126\">沪硅产业</a>-U回调近50%位居第三位，<a href=\"https://laohu8.com/S/688258\">卓易信息</a>、<a href=\"https://laohu8.com/S/002396\">星网锐捷</a>、<a href=\"https://laohu8.com/S/300709\">精研科技</a>等个股回调逾40%，<a href=\"https://laohu8.com/S/688051\">佳华科技</a>、<a href=\"https://laohu8.com/S/603496\">恒为科技</a>、<a href=\"https://laohu8.com/S/300659\">中孚信息</a>等个股回调逾30%。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020930/711/w1020h491/20200930/d1ab-izwfpys8159047.jpg/w720fin.jpg\"/></div><p>在回调逾30%的科技股中，最新预测市盈率最低的是工业富联，不足15倍。<a href=\"https://laohu8.com/S/002449\">国星光电</a>、<a href=\"https://laohu8.com/S/600487\">亨通光电</a>、<a href=\"https://laohu8.com/S/300571\">平治信息</a>、<a href=\"https://laohu8.com/S/300365\">恒华科技</a>、<a href=\"https://laohu8.com/S/600271\">航天信息</a>等个股预测市盈率不足20倍。星网锐捷、<a href=\"https://laohu8.com/S/603679\">华体科技</a>、<a href=\"https://laohu8.com/S/002463\">沪电股份</a>等个股预测市盈率不足25倍。</p><p>随着股价的回调，大部分个股上涨空间变得更加可观。其中，华体科技和<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>-U一致目标价较现价均有超90%上涨空间，会畅通讯、中孚信息、<a href=\"https://laohu8.com/S/688508\">芯朋微</a>等20多只个股上涨空间超过50%，<a href=\"https://laohu8.com/S/300078\">思创医惠</a>、<a href=\"https://laohu8.com/S/300378\">鼎捷软件</a>、恒为科技等近30股上涨空间超30%。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020930/433/w500h733/20200930/4bd4-izwfpys8159048.jpg/w720fin.jpg\"/></div><p><font>第三代半导体概念股创历史新高</font></p><p>在板块整体不尽如人意的情况下，依然有些个股表现强势。其中，<a href=\"https://laohu8.com/S/603678\">火炬电子</a>和<a href=\"https://laohu8.com/S/603267\">鸿远电子</a>昨日股价均创出历史新高，最新价较高点跌幅不足2%。<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>、<a href=\"https://laohu8.com/S/002938\">鹏鼎控股</a>、<a href=\"https://laohu8.com/S/300207\">欣旺达</a>等个股也均于近期创出历史新高。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020930/701/w993h508/20200930/c069-izwfpys8159066.png/w720fin.jpg\"/></div><p>捷捷微电9月以来大涨26.46%，该股身兼充电桩、芯片、光刻机、新能源车等多重热门科技科技。此外，该股还被纳入近期爆红的第三代半导体概念。公开信息显示，捷捷微电与中科院电子研究所、西安电子科大合作研发的是以Sic、GaN为代表第三代半导体材料的半导体器件，具有耐高压、耐高温、高速和高效等优点，可大幅降低电能变换中的能量损失，大幅减小和减轻电力电子变换装置。</p><p>除上述个股表现强势外，还有20多只个股最新价较年内高点回调不足15%。这类抗跌股未来能否继续强势，且拭目以待。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020930/495/w508h787/20200930/098a-izwfpys8159067.jpg/w720fin.jpg\"/></div><p><font>美股收跌，蔚来汽车收涨近11%</font></p><p>美股三大股指集体小幅收跌，其中，道指跌0.48%，纳指跌0.29%，标普500指数跌0.48%。</p><p>蔚来汽车股价周二收盘大涨10.85%，报20.85美元，股价盘中触及历史新高21.12美元。德银此前发布报告，称蔚来汽车可能会成为下一个标志性的汽车品牌。</p><p>德银分析师Edison Yu表示，越来越多的顾客认为蔚来汽车是同类型产品当中最具有一流技术以及服务的高端品牌。同时，在最近针对主要电动汽车品牌偏好度的研究当中，蔚来汽车的引荐率高达62%。该研究表明，客户对蔚来汽车的偏好与宝马和奔驰一样高。</p><p>报告认为，预计蔚来汽车在其SUV EC6的推动下，第三和第四季度的交付量将创历史新高。德银维持其对蔚来的“买入”评级，并维持24美元的目标股价。</p><p><font>印度副总统奈杜确诊感染新冠肺炎</font></p><p>据印度新德里电视台29日晚间报道，印度副总统文卡亚.奈杜(M.Venkaiah Naidu)新冠病毒检测结果呈阳性。报道称，副总统秘书处发布了这一消息，并表示奈杜目前无症状，身体情况良好，正在家中进行自我隔离。消息还提到，奈杜是在29日早上的一次日常检测中测出阳性结果的。</p><p>文卡亚.奈杜现年71岁，来自安得拉邦，于2017年当选印度第15任副总统，并同时担任议会联邦院主席。而他也在上周参加了议会季风期会议。在这次会议上，有数十名议员和工作人员感染新冠病毒。</p><p>奈杜也是印度目前确认感染新冠病毒的最高级别官员。此前，印度前总统普拉纳布.慕克吉于8月10日确诊，并最终于8月31日医治无效去世。</p><p>根据印度卫生部29日上午公布的数据，目前印度全国累计新冠肺炎确诊病例已超过610万例，达到6145291例，其中累计死亡96318例。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>科技龙头砸出深坑 千亿芯片股回调58%  抗跌股出炉！印度副总统确诊新冠 蔚来暴涨近11%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技龙头砸出深坑 千亿芯片股回调58%  抗跌股出炉！印度副总统确诊新冠 蔚来暴涨近11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-30 07:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-09-30/doc-iivhvpwy9648200.shtml><strong>同花顺财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：科技龙头砸出深坑 千亿芯片股回调58% 抗跌股出炉！印度副总统确诊新冠 蔚来暴涨近11%科技股能否再度走强？昨日各大指数全线反弹，创业板指涨1.67%，科创50指数大涨3.81%。科技股出现久违的反弹，卫星导航、无人机、锂电池、光刻机等概念板块涨幅居前。浙商证券认为，未来1-2个季度科技将迎反弹，而接下来2-3周是科技板块的低吸布局期。浙商证券对科技转向乐观的核心逻辑，其一，三季度以来，以...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-09-30/doc-iivhvpwy9648200.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"159813":"芯片","NIO":"蔚来"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-09-30/doc-iivhvpwy9648200.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2071079974","content_text":"原标题：科技龙头砸出深坑 千亿芯片股回调58% 抗跌股出炉！印度副总统确诊新冠 蔚来暴涨近11%科技股能否再度走强？昨日各大指数全线反弹，创业板指涨1.67%，科创50指数大涨3.81%。科技股出现久违的反弹，卫星导航、无人机、锂电池、光刻机等概念板块涨幅居前。浙商证券认为，未来1-2个季度科技将迎反弹，而接下来2-3周是科技板块的低吸布局期。浙商证券对科技转向乐观的核心逻辑，其一，三季度以来，以半导体和军工为代表的科技板块，无论是幅度还是时间周期，调整已经较为充分；其二，近期地产端放缓信号初现，流动性预期边际改善的迹象增多；其三，科技将是十四五规划的重点方向之一，未来1-2个季度对科技而言政策面也是有利因素；其四，四季度进入三季报发布的时间窗口，也对成长股整体有利。据此，证券时报.梳理出超跌的科技龙头股，以及在近期表现相对抗跌的个股名单，以飨读者。一批科技龙头砸出深坑统计显示，获得5家以上机构评级的科技股(电子、计算机、通信三大行业)合计共有180多只，这些个股多为科技板块龙头或细分行业的龙头标的。比如立讯精密是消费电子龙头，海康威视是安防龙头，工业富联是通信行业龙头等。部分个股近期调整幅度较为显著。其中，芯片概念龙头汇顶科技复权后年内最高价超过380元，最新价160.8元，回调幅度超过58%。该股市值高点接近1800亿元，最新市值不足800亿元。会畅通讯最新价较年内高点下跌超57%位居次席，沪硅产业-U回调近50%位居第三位，卓易信息、星网锐捷、精研科技等个股回调逾40%，佳华科技、恒为科技、中孚信息等个股回调逾30%。在回调逾30%的科技股中，最新预测市盈率最低的是工业富联，不足15倍。国星光电、亨通光电、平治信息、恒华科技、航天信息等个股预测市盈率不足20倍。星网锐捷、华体科技、沪电股份等个股预测市盈率不足25倍。随着股价的回调，大部分个股上涨空间变得更加可观。其中，华体科技和中芯国际-U一致目标价较现价均有超90%上涨空间，会畅通讯、中孚信息、芯朋微等20多只个股上涨空间超过50%，思创医惠、鼎捷软件、恒为科技等近30股上涨空间超30%。第三代半导体概念股创历史新高在板块整体不尽如人意的情况下，依然有些个股表现强势。其中，火炬电子和鸿远电子昨日股价均创出历史新高，最新价较高点跌幅不足2%。捷捷微电、鹏鼎控股、欣旺达等个股也均于近期创出历史新高。捷捷微电9月以来大涨26.46%，该股身兼充电桩、芯片、光刻机、新能源车等多重热门科技科技。此外，该股还被纳入近期爆红的第三代半导体概念。公开信息显示，捷捷微电与中科院电子研究所、西安电子科大合作研发的是以Sic、GaN为代表第三代半导体材料的半导体器件，具有耐高压、耐高温、高速和高效等优点，可大幅降低电能变换中的能量损失，大幅减小和减轻电力电子变换装置。除上述个股表现强势外，还有20多只个股最新价较年内高点回调不足15%。这类抗跌股未来能否继续强势，且拭目以待。美股收跌，蔚来汽车收涨近11%美股三大股指集体小幅收跌，其中，道指跌0.48%，纳指跌0.29%，标普500指数跌0.48%。蔚来汽车股价周二收盘大涨10.85%，报20.85美元，股价盘中触及历史新高21.12美元。德银此前发布报告，称蔚来汽车可能会成为下一个标志性的汽车品牌。德银分析师Edison Yu表示，越来越多的顾客认为蔚来汽车是同类型产品当中最具有一流技术以及服务的高端品牌。同时，在最近针对主要电动汽车品牌偏好度的研究当中，蔚来汽车的引荐率高达62%。该研究表明，客户对蔚来汽车的偏好与宝马和奔驰一样高。报告认为，预计蔚来汽车在其SUV EC6的推动下，第三和第四季度的交付量将创历史新高。德银维持其对蔚来的“买入”评级，并维持24美元的目标股价。印度副总统奈杜确诊感染新冠肺炎据印度新德里电视台29日晚间报道，印度副总统文卡亚.奈杜(M.Venkaiah Naidu)新冠病毒检测结果呈阳性。报道称，副总统秘书处发布了这一消息，并表示奈杜目前无症状，身体情况良好，正在家中进行自我隔离。消息还提到，奈杜是在29日早上的一次日常检测中测出阳性结果的。文卡亚.奈杜现年71岁，来自安得拉邦，于2017年当选印度第15任副总统，并同时担任议会联邦院主席。而他也在上周参加了议会季风期会议。在这次会议上，有数十名议员和工作人员感染新冠病毒。奈杜也是印度目前确认感染新冠病毒的最高级别官员。此前，印度前总统普拉纳布.慕克吉于8月10日确诊，并最终于8月31日医治无效去世。根据印度卫生部29日上午公布的数据，目前印度全国累计新冠肺炎确诊病例已超过610万例，达到6145291例，其中累计死亡96318例。","news_type":1},"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":903805610,"gmtCreate":1556895004430,"gmtModify":1704801516455,"author":{"id":"198014294717964","authorId":"198014294717964","name":"davi","avatar":"https://static.tigerbbs.com/207d4f48530a69fcb0774c2db8460c29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$云集(YJ)$ 那也不能重新抽签啊？只能同比例减少，才合理。现在可好，把散户的都回收了，牛逼！","listText":"$云集(YJ)$ 那也不能重新抽签啊？只能同比例减少，才合理。现在可好，把散户的都回收了，牛逼！","text":"$云集(YJ)$ 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