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四个扣子635
11-02
$富途控股(FUTU)$
证监会放宽了外国自然人战略投资者对a股。可好了。 相当于老外可以将钱用于中国资产了
四个扣子635
11-02
$老虎证券(TIGR)$
证监会放宽对外国自然人战略投资者要求。牛掰了@富涂证券
四个扣子635
10-22
$老虎证券(TIGR)$
二次IPO吗
四个扣子635
10-15
$老虎证券(TIGR)$
上攻一直在进行。卖盘压力大。 估计在7-9会反复拉锯一段时间
四个扣子635
10-08
赶紧跑🏃
老虎证券:“中国资产”交易活跃下的优质弹性标的
四个扣子635
10-08
$老虎证券(TIGR)$
泡泡跑🏃跑🏃♀️
四个扣子635
10-04
$TIGR 20250117 10.0 CALL$
早
四个扣子635
2020-03-11
今天财报,看好
@曹磊_7532:
$诺瓦瓦克斯医药(NVAX)$
可以回本么 再也不想碰股票了
四个扣子635
2017-07-24
最近异动明显,长期看好价格回归,预估在6
$诺瓦瓦克斯医药(NVAX)$ 最近两周趋势不错
最近异动明显,长期看好价格回归,预估在6
四个扣子635
2017-05-15
开始新高
$诺瓦瓦克斯医药(NVAX)$ 终于等到了,全仓搞起,杀进去。。。
开始新高
四个扣子635
2017-03-11
直播平台要面临监管风暴了看来。https
$陌陌(MOMO)$ 直播平台要倒霉,看来,注意风险。直播猎杀珍贵野生动物。https://zx.sina.cn/n/2017-03-11/zx-ifychhuq3941356.d.html?HTTPS=1&wm=3049_0015
直播平台要面临监管风暴了看来。https
四个扣子635
2017-02-28
$诺瓦瓦克斯医药(NVAX)$ 起飞了开始。。。。。
四个扣子635
2016-12-15
$陌陌(MOMO)$ 滚滚滚滚
四个扣子635
2016-11-10
什么情况
$诺瓦瓦克斯医药(NVAX)$ 你妈,一口一口吃。
什么情况
四个扣子635
2016-09-22
怎么停牌了
$天人果汁(SPU)$ 怎么停牌了。。。。
怎么停牌了
四个扣子635
2016-08-30
空他
$天人果汁(SPU)$ 必须空他
空他
四个扣子635
2016-08-25
今晚要大涨啊
$宜人贷(YRD)$ 翻红了,妖姬啊。
今晚要大涨啊
四个扣子635
2016-08-16
**的妖股
$宜人贷(YRD)$ 妖股都不足以说明他的妖。。。
**的妖股
四个扣子635
2016-08-10
持有至40
$京东(JD)$ 按照第三季度的预期,那妥妥的40😑
持有至40
四个扣子635
2016-07-21
财报预期盈利
$京东(JD)$买买买。每天都涨几个点。这是奔三十的节奏啊
财报预期盈利
去老虎APP查看更多动态
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富途吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362803523948624,"gmtCreate":1729597608471,"gmtModify":1729597609763,"author":{"id":"267396808228440","authorId":"267396808228440","name":"四个扣子635","avatar":"https://static.tigerbbs.com/e57c84115f8f285cc67e30831fac1ccb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"267396808228440","authorIdStr":"267396808228440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 二次IPO吗","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 二次IPO吗","text":"$老虎证券(TIGR)$ 二次IPO吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362803523948624","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360289290232112,"gmtCreate":1729001758297,"gmtModify":1729001760575,"author":{"id":"267396808228440","authorId":"267396808228440","name":"四个扣子635","avatar":"https://static.tigerbbs.com/e57c84115f8f285cc67e30831fac1ccb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"267396808228440","authorIdStr":"267396808228440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 上攻一直在进行。卖盘压力大。 估计在7-9会反复拉锯一段时间","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 上攻一直在进行。卖盘压力大。 估计在7-9会反复拉锯一段时间","text":"$老虎证券(TIGR)$ 上攻一直在进行。卖盘压力大。 估计在7-9会反复拉锯一段时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360289290232112","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357898962772080,"gmtCreate":1728396361470,"gmtModify":1728396363328,"author":{"id":"267396808228440","authorId":"267396808228440","name":"四个扣子635","avatar":"https://static.tigerbbs.com/e57c84115f8f285cc67e30831fac1ccb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"267396808228440","authorIdStr":"267396808228440"},"themes":[],"htmlText":"赶紧跑🏃","listText":"赶紧跑🏃","text":"赶紧跑🏃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357898962772080","repostId":"1155653694","repostType":2,"repost":{"id":"1155653694","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728353200,"share":"https://www.laohu8.com/m/news/1155653694?lang=&edition=full","pubTime":"2024-10-08 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24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> 35x/盈透20x 25e P/E仍有提升空间。</p><p><strong>后续还有哪些催化?</strong>关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。</p><p><strong>盈利预测与估值</strong></p><p>老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。</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>老虎证券:“中国资产”交易活跃下的优质弹性标的</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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老虎证券:“中国资产”交易活跃下的优质弹性标的\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-08 10:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>文章来源:中金公司</em></p><p><strong>投资建议</strong></p><p>我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。</p><p><strong>理由</strong></p><p><strong>公司股价近期在涨什么?</strong>老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。</p><p><strong>港美股对公司的弹性测算?</strong>老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。</p><p><strong>如何看待公司当前估值</strong>?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> 35x/盈透20x 25e P/E仍有提升空间。</p><p><strong>后续还有哪些催化?</strong>关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。</p><p><strong>盈利预测与估值</strong></p><p>老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4dc07ee61db7080412aa8876596e51c5","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155653694","content_text":"文章来源:中金公司投资建议我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。理由公司股价近期在涨什么?老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。港美股对公司的弹性测算?老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。如何看待公司当前估值?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 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10:06","market":"us","language":"zh","title":"老虎证券:“中国资产”交易活跃下的优质弹性标的","url":"https://stock-news.laohu8.com/highlight/detail?id=1155653694","media":"老虎资讯综合","summary":"文章来源:中金公司投资建议我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。","content":"<html><head></head><body><p><em>文章来源:中金公司</em></p><p><strong>投资建议</strong></p><p>我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。</p><p><strong>理由</strong></p><p><strong>公司股价近期在涨什么?</strong>老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。</p><p><strong>港美股对公司的弹性测算?</strong>老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。</p><p><strong>如何看待公司当前估值</strong>?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> 35x/盈透20x 25e P/E仍有提升空间。</p><p><strong>后续还有哪些催化?</strong>关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。</p><p><strong>盈利预测与估值</strong></p><p>老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。</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>老虎证券:“中国资产”交易活跃下的优质弹性标的</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老虎证券:“中国资产”交易活跃下的优质弹性标的\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-08 10:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>文章来源:中金公司</em></p><p><strong>投资建议</strong></p><p>我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。</p><p><strong>理由</strong></p><p><strong>公司股价近期在涨什么?</strong>老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。</p><p><strong>港美股对公司的弹性测算?</strong>老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。</p><p><strong>如何看待公司当前估值</strong>?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> 35x/盈透20x 25e P/E仍有提升空间。</p><p><strong>后续还有哪些催化?</strong>关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。</p><p><strong>盈利预测与估值</strong></p><p>老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4dc07ee61db7080412aa8876596e51c5","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155653694","content_text":"文章来源:中金公司投资建议我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。理由公司股价近期在涨什么?老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。港美股对公司的弹性测算?老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。如何看待公司当前估值?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司Robinhood 35x/盈透20x 25e P/E仍有提升空间。后续还有哪些催化?关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。盈利预测与估值老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}