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佚名了
10-09
$中芯国际(00981)$
现在开始逼筹码了,等你把筹码交出来,就会发现暴涨的开始。 在目前港股对A股1/3的低估下,你要是还愿意交筹码,我只能说你太胆小了。 30倍pe,就是被套了,又能咋地。
佚名了
09-03
$升能集团(02459)$
这个股大概率是因为暴跌,引起了部分融资做多的人爆仓,以至于强平引起的暴跌。 公司股权集中、公司操纵股市,都没有问题,看到1块钱港币总是没有问题的吧。
佚名了
09-04
$升能集团(02459)$
小赚一笔,但是我认为这个股价在30天内绝对可以达到2元。 因为暴跌是爆仓导致的,公司基本盘没有变化,大股东也没有逃离。 大股东一般会做股权质押,他们一定会把股价拉高,方便在银行质押贷款。
佚名了
2020-11-07
$Yalla Group(YALA)$
做空了
佚名了
09-11
$升能集团(02459)$
看看资产负债表,看看美股净资产,这股票现在多便宜啊,就是连续被公告,大股东不敢增持,才任由散户炒来炒去 偏偏因为流通股少,几千块就可以扰动股市。
佚名了
10-07
$中芯国际(00981)$
中芯国际和台积电不同,中芯国际还处于投入期,需要扩大先进制程生产规模,购置先进设备。 中芯国际现在不亏损已经是经营情况极好了,未来中美贸易战越激烈,越应该看多中芯国际。 不排除将来政府会以国家安全为借口,在汽车、手机、电脑上禁用特定企业生产的芯片。
佚名了
08-10
Intel仍然生产全球最棒的pc芯片,他只要在AI 芯片上有所突破,那他将会股价飞涨。 另外经济危机很可能会在今年到来,持有市净率低于1的intel,绝对比持有市净率50+的aapl,nvidia安全。
佚名了
10-09
$中芯国际(00981)$
多空拉锯,轻易别卖,别给空头增加弹药。
佚名了
10-04
$中芯国际(00981)$
A股是港股的1.5倍,节后A股可能还要上涨。
佚名了
09-10
$升能集团(02459)$
这个股票现在太集中,大股东又不敢增持(增持会导致流通股进一步减少,甚至可能触发收购举牌。)所以股价目前是散户控制的,等企业发布利好消息吧,比如分红[开心]
佚名了
2020-11-03
$Yalla Group(YALA)$
细水长流
佚名了
10-18
$中芯国际(00981)$
应该是有个空头被玩爆了
佚名了
10-08
$中芯国际(00981)$
赶紧趁低上车,不说100%,涨个30%绝对是轻轻松松。
佚名了
09-24
$名创优品(MNSO)$
我以前在名创优品工作过,对管理层还是有一定的了解。 名创优品的董事长叶国富始终坚信产品才是核心竞争力,其次是赛道占位。 永辉被名创优品入股后,如果管理层能和大股东充分配合,协作默契,那么必然会获得颠覆性的增长。 未来,名创优品的产品中心将会协助永辉开发很多的自营品类,我们可以看到永辉超市内部的家居百货品类,将一改昂贵的现状,变得十分经济实惠,而且还有很高的毛利。 要知道家居品类占了很大的面积,却只能贡献很少的利润,将来就反过来了,家居品类将会为永辉贡献很大的利润。
佚名了
09-04
$升能集团(02459)$
终于给我做了一回事前诸葛亮。
佚名了
10-09
$中芯国际(00981)$
A股快是港股的3倍了,看到60,没有太大问题。A股不容易被做空,政策转向不会这么快,所以不会掉太快。
佚名了
09-10
$升能集团(02459)$
抄个底,暴跌是因为被移出恒生指数导致的,和公司基本盘没有任何关系。 这个股票正常价格应该2元+
佚名了
08-30
$老虎证券(TIGR)$
为啥跌?财报可以啊!
佚名了
2021-08-19
$名创优品(MNSO)$
凉了吗?这么好的财报还跌跌不休,还是说财报不可信啊!
佚名了
09-29
在政策工具的碾压下,什么魔咒都灰飞烟灭,中国的传统就是不信邪。
去老虎APP查看更多动态
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美国、俄罗斯、OPEC在原油价格上有共同的利益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346531067552008","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346028965175656,"gmtCreate":1725506650394,"gmtModify":1725508112126,"author":{"id":"217970406593530","authorId":"217970406593530","name":"佚名了","avatar":"https://static.tigerbbs.com/f00a01d035ce31973e3f73974cd145a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"217970406593530","authorIdStr":"217970406593530"},"themes":[],"htmlText":"temu的竞争对手是美国政府,美国政府通过关税,运费,打压拼多多。 要知道很多政客都是Amazon的股东","listText":"temu的竞争对手是美国政府,美国政府通过关税,运费,打压拼多多。 要知道很多政客都是Amazon的股东","text":"temu的竞争对手是美国政府,美国政府通过关税,运费,打压拼多多。 要知道很多政客都是Amazon的股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346028965175656","repostId":"1160148729","repostType":4,"repost":{"id":"1160148729","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1725462292,"share":"https://www.laohu8.com/m/news/1160148729?lang=&edition=full","pubTime":"2024-09-04 23:04","market":"us","language":"zh","title":"拼多多盘中跌逾5%,行情落后“友商”,压力来自何处?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160148729","media":"异动解读","summary":"拼多多的价格优势逐步减弱。","content":"<html><head></head><body><p>9月4日周三,拼多多盘中跌逾5%。同时,阿里、京东均小幅上涨。我们结合最新财报数据和业内分析,尝试解析可能的原因。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72b8fbfd0bccf64b97d943e298186c9\" tg-width=\"560\" tg-height=\"240\"/></p><p>从拼多多最新财报数据来看,2024年第二季度营收同比大涨105%,净利润增速也高达156%,营运表现亮眼。其主要得益于旗下跨境电商平台Temu在海外市场的快速增长。Temu在短短的一年多时间里,就突破了亚马逊的垄断地位,成为美国第二大电商平台。</p><p>然而,就在行业看涨拼多多未来表现之时,其股价突然大跌。业内人士分析指出,来自头部对手们在低价战略上的持续施压,可能是此番股价下挫的主要原因。阿里巴巴旗下1688平台通过"全面入淘",提高了白牌商品的供应;京东则通过流量平权、佣金调整等手段,让中小商家更容易曝光。在各路对手的低价包抄下,拼多多的价格优势逐步减弱。</p><p>同时,监管层面对"仅退款"机制的重新规范,也令电商平台们不得不在用户体验和商家利益之间寻求平衡,这可能会一定程度影响到拼多多依赖的低价策略。</p><p>总的来说,尽管营收利润可圈可点,但来自行业内同路人的低价竞争压力与监管调整等因素,正在逐步侵蚀拼多多当前的商业模式。如何在未来重塑价格优势,将是该公司需要应对的重大课题。</p></body></html>","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>拼多多盘中跌逾5%,行情落后“友商”,压力来自何处?</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拼多多盘中跌逾5%,行情落后“友商”,压力来自何处?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-09-04 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月4日周三,拼多多盘中跌逾5%。同时,阿里、京东均小幅上涨。我们结合最新财报数据和业内分析,尝试解析可能的原因。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72b8fbfd0bccf64b97d943e298186c9\" tg-width=\"560\" tg-height=\"240\"/></p><p>从拼多多最新财报数据来看,2024年第二季度营收同比大涨105%,净利润增速也高达156%,营运表现亮眼。其主要得益于旗下跨境电商平台Temu在海外市场的快速增长。Temu在短短的一年多时间里,就突破了亚马逊的垄断地位,成为美国第二大电商平台。</p><p>然而,就在行业看涨拼多多未来表现之时,其股价突然大跌。业内人士分析指出,来自头部对手们在低价战略上的持续施压,可能是此番股价下挫的主要原因。阿里巴巴旗下1688平台通过"全面入淘",提高了白牌商品的供应;京东则通过流量平权、佣金调整等手段,让中小商家更容易曝光。在各路对手的低价包抄下,拼多多的价格优势逐步减弱。</p><p>同时,监管层面对"仅退款"机制的重新规范,也令电商平台们不得不在用户体验和商家利益之间寻求平衡,这可能会一定程度影响到拼多多依赖的低价策略。</p><p>总的来说,尽管营收利润可圈可点,但来自行业内同路人的低价竞争压力与监管调整等因素,正在逐步侵蚀拼多多当前的商业模式。如何在未来重塑价格优势,将是该公司需要应对的重大课题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160148729","content_text":"9月4日周三,拼多多盘中跌逾5%。同时,阿里、京东均小幅上涨。我们结合最新财报数据和业内分析,尝试解析可能的原因。从拼多多最新财报数据来看,2024年第二季度营收同比大涨105%,净利润增速也高达156%,营运表现亮眼。其主要得益于旗下跨境电商平台Temu在海外市场的快速增长。Temu在短短的一年多时间里,就突破了亚马逊的垄断地位,成为美国第二大电商平台。然而,就在行业看涨拼多多未来表现之时,其股价突然大跌。业内人士分析指出,来自头部对手们在低价战略上的持续施压,可能是此番股价下挫的主要原因。阿里巴巴旗下1688平台通过\"全面入淘\",提高了白牌商品的供应;京东则通过流量平权、佣金调整等手段,让中小商家更容易曝光。在各路对手的低价包抄下,拼多多的价格优势逐步减弱。同时,监管层面对\"仅退款\"机制的重新规范,也令电商平台们不得不在用户体验和商家利益之间寻求平衡,这可能会一定程度影响到拼多多依赖的低价策略。总的来说,尽管营收利润可圈可点,但来自行业内同路人的低价竞争压力与监管调整等因素,正在逐步侵蚀拼多多当前的商业模式。如何在未来重塑价格优势,将是该公司需要应对的重大课题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345822323433736,"gmtCreate":1725434409763,"gmtModify":1725451425083,"author":{"id":"217970406593530","authorId":"217970406593530","name":"佚名了","avatar":"https://static.tigerbbs.com/f00a01d035ce31973e3f73974cd145a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"217970406593530","authorIdStr":"217970406593530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$ </a> 小赚一笔,但是我认为这个股价在30天内绝对可以达到2元。 因为暴跌是爆仓导致的,公司基本盘没有变化,大股东也没有逃离。 大股东一般会做股权质押,他们一定会把股价拉高,方便在银行质押贷款。","listText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$ </a> 小赚一笔,但是我认为这个股价在30天内绝对可以达到2元。 因为暴跌是爆仓导致的,公司基本盘没有变化,大股东也没有逃离。 大股东一般会做股权质押,他们一定会把股价拉高,方便在银行质押贷款。","text":"$升能集团(02459)$ 小赚一笔,但是我认为这个股价在30天内绝对可以达到2元。 因为暴跌是爆仓导致的,公司基本盘没有变化,大股东也没有逃离。 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