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gama
2021-06-28
买入个屁,利润增长点在哪里,每年利润都在减少,年轻市场被新进品牌打的一无是处,各种吃老本,上市圈钱。还买入评级,你们是收钱了吧!
抱歉,原内容已删除
gama
2021-01-30
马斯克加持,非理性的理性事件加持,1000块走起。美国的分裂,从疫情,到国会,到股票,到大国竞争。危机此起彼伏。
@小虎AV:2021第一支🚀股,来猜GME周五收盘价!
gama
2020-09-28
$Oxbridge Re Holdings Ltd(OXBR)$
666
gama
2020-09-28
$Oxbridge Re Holdings Ltd(OXBR)$
牛逼
gama
2020-09-28
$Oxbridge Re Holdings Ltd(OXBR)$
哈哈哈
gama
2020-07-30
涨幅32.8%
@小虎活动:猜理想汽车首日涨跌幅,赢66虎币!
gama
2020-04-30
$Capricor Therapeutics Inc(CAPR)$
哎
gama
2020-01-12
有道理
抱歉,原内容已删除
去老虎APP查看更多动态
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据了解,游戏驿站受线上游戏的冲击,近年来连年亏损,同时受到新冠疫情的影响,2020年截至三季度的净销售额同比下降30%。因此,该股也成为了2020年华尔街被卖空最多的股票之一。但在过去几周,散户投资者却一直在Reddit论坛上热炒游戏驿站,并且号召大家一起买入游戏驿站的看涨期权,迫使做空者大举买入股票回补。因此,这也使得知名对冲基金Melvin亏损达30%,而知名做空机构香橼也表示将不再就游戏驿站发表意见。 而在周二盘后,马斯克发表评论,高呼“Gamestonk!!”,并附带了一个链接,链接指向了美国社交论坛Reddit上wallstreetbets板块,而这一板块正是炒作游戏驿站的散户股民的主要聚集地。评论过后,该股盘后一度暴涨67%,股价超过250美元,按此价格计算,较去年4月低点2.57美元翻了将近100倍。 但有媒体报道指出,尽管香橼表示不再对游戏驿站发表意见,但仍在坚持做空游戏驿站,同时,新的“空军”队伍仍在排队入场。而Reddit论坛的用户则高举看涨大旗,扬言看涨至1000美元🚀🚀🚀 A酱悬赏888虎币,一起来猜猜<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 公司本周五收盘价多少?老规矩,周五收盘前评论有效,一人猜对独享888虎币,两人或多人则平分~ 关于GME和逼空还可以看这些帖子: 小虎AV:<a href=\"https://laohu8.com/TW/313671437\" target=\"_blank\">Gamestop股价飙升至200美元!分析师说散户炒股炒疯了!</a>","listText":"近日获得市场关注的游戏驿站已经连续大涨5个交易日,周二盘后公司续涨41.41%,达到209.26美元。据悉,今日美股收盘后,特斯拉CEO马斯克在社交媒体发表评论吹捧游戏驿站,该股股价盘后一度超过250美元。 据了解,游戏驿站受线上游戏的冲击,近年来连年亏损,同时受到新冠疫情的影响,2020年截至三季度的净销售额同比下降30%。因此,该股也成为了2020年华尔街被卖空最多的股票之一。但在过去几周,散户投资者却一直在Reddit论坛上热炒游戏驿站,并且号召大家一起买入游戏驿站的看涨期权,迫使做空者大举买入股票回补。因此,这也使得知名对冲基金Melvin亏损达30%,而知名做空机构香橼也表示将不再就游戏驿站发表意见。 而在周二盘后,马斯克发表评论,高呼“Gamestonk!!”,并附带了一个链接,链接指向了美国社交论坛Reddit上wallstreetbets板块,而这一板块正是炒作游戏驿站的散户股民的主要聚集地。评论过后,该股盘后一度暴涨67%,股价超过250美元,按此价格计算,较去年4月低点2.57美元翻了将近100倍。 但有媒体报道指出,尽管香橼表示不再对游戏驿站发表意见,但仍在坚持做空游戏驿站,同时,新的“空军”队伍仍在排队入场。而Reddit论坛的用户则高举看涨大旗,扬言看涨至1000美元🚀🚀🚀 A酱悬赏888虎币,一起来猜猜<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 公司本周五收盘价多少?老规矩,周五收盘前评论有效,一人猜对独享888虎币,两人或多人则平分~ 关于GME和逼空还可以看这些帖子: 小虎AV:<a href=\"https://laohu8.com/TW/313671437\" target=\"_blank\">Gamestop股价飙升至200美元!分析师说散户炒股炒疯了!</a>","text":"近日获得市场关注的游戏驿站已经连续大涨5个交易日,周二盘后公司续涨41.41%,达到209.26美元。据悉,今日美股收盘后,特斯拉CEO马斯克在社交媒体发表评论吹捧游戏驿站,该股股价盘后一度超过250美元。 据了解,游戏驿站受线上游戏的冲击,近年来连年亏损,同时受到新冠疫情的影响,2020年截至三季度的净销售额同比下降30%。因此,该股也成为了2020年华尔街被卖空最多的股票之一。但在过去几周,散户投资者却一直在Reddit论坛上热炒游戏驿站,并且号召大家一起买入游戏驿站的看涨期权,迫使做空者大举买入股票回补。因此,这也使得知名对冲基金Melvin亏损达30%,而知名做空机构香橼也表示将不再就游戏驿站发表意见。 而在周二盘后,马斯克发表评论,高呼“Gamestonk!!”,并附带了一个链接,链接指向了美国社交论坛Reddit上wallstreetbets板块,而这一板块正是炒作游戏驿站的散户股民的主要聚集地。评论过后,该股盘后一度暴涨67%,股价超过250美元,按此价格计算,较去年4月低点2.57美元翻了将近100倍。 但有媒体报道指出,尽管香橼表示不再对游戏驿站发表意见,但仍在坚持做空游戏驿站,同时,新的“空军”队伍仍在排队入场。而Reddit论坛的用户则高举看涨大旗,扬言看涨至1000美元🚀🚀🚀 A酱悬赏888虎币,一起来猜猜$游戏驿站(GME)$ 公司本周五收盘价多少?老规矩,周五收盘前评论有效,一人猜对独享888虎币,两人或多人则平分~ 关于GME和逼空还可以看这些帖子: 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19:26","market":"hk","language":"zh","title":"最后一封《加特曼信件》的警告!熊市即将到来","url":"https://stock-news.laohu8.com/highlight/detail?id=1192563247","media":"巴伦","summary":"作者:《巴伦》撰稿人马克·赫尔伯特\n\n\n\n\n为机构客户服务的的加特曼信件最近停止了给客户发送信件,在他的最后一封信中,加特曼强烈警告了即将到来的熊市。\n\n\n\n\n即将到来的熊市将“对全世界各地的投资组合","content":"<p><b>作者:</b><b><span>《巴伦》撰稿人马克·赫尔伯特</span></b></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p><span>为机构客户服务的的加特曼信件最近停止了给客户发送信件,在他的最后一封信中,加特曼强烈警告了即将到来的熊市。</span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p><span>即将到来的熊市将“对全世界各地的投资组合造成真正的、甚至可能是严重的损害”</span></p>\n<p><span>这个可怕的警告来自《加特曼信件》的编辑丹尼斯·加特曼。他最近宣布,在公开发表了30年之后,他将在12月31日结束发信。</span></p>\n<p><span>个人投资者可能没有听说过加特曼信件(GartmanLetter),因为它是为机构客户服务的。机构客户每月支付的服务费高达500美元,但他在华尔街广受追捧。在最近接受《巴伦》周刊采访时,加特曼回顾了自己职业生涯中世界发生的变化,以及对未来投资的影响。</span></p>\n<p><span>他的悲观情绪与对唐纳德·特朗普总统的反感无关。加特曼在上次选举中投了特朗普的票,而且很可能再次投他的票。相反,这种悲观来自于他所感知到的市场参与者们的无所畏惧。</span></p>\n<p><span>他将当前的环境描述为一个“儿童市场”,引用了“亚当·斯密”在20世纪60年代引入的一个短语,这是乔治·古德曼所用的笔名。古德曼用这个短语来指一种投资环境,在这种环境中,赚钱最多的交易员是那些因为太年轻而不记得上一次熊市的人。</span></p>\n<p><span>加特曼将今天的“孩子们”描述为“年轻、傲慢、一派天真、缺乏教育、过于自信、初出茅庐但却无所畏惧的”投资者。像他这样的市场老手只能袖手旁观,对孩子们的利润“既害怕又嫉妒”。</span></p>\n<p><span>当然,这不是加特曼职业生涯中遇到的第一个儿童市场。每一个的结局都很糟糕,他相信现在这个的结局也会很糟糕。到那时,“(今天的)孩子们所有那些太容易获得的利润”就会蒸发,新一批投资者将从废墟上重生,他们更穷,但年龄更大,也更聪明。</span></p>\n<p><span>要避免这种从繁荣到萧条的循环,就需要一位经历过熊市的战争创伤的顾问。加特曼说,再多教育也无法取代这种经历。这就是为什么他不相信“一个刚刚获得工商管理硕士学位、没有工作经验的26岁年轻人”。他的建议是:“不要跟随任何一个没有经历过完整一轮周期的人。”</span></p>\n<p><span>当然,经验是加特曼漫长的投资生涯给予他的最重要的东西。他的经历告诉他,同时关注所有主要市场是有价值的,不仅仅是股票和债券,还有黄金、石油、工业和农业商品、外汇和房地产。</span></p>\n<p><span>他意识到“那些交易外币的人不会和那些交易石油的人交谈,而那些交易石油的人也不会和那些交易债券或股票等等的人交谈。”似乎没有人“关注各个市场之间的相互联系”</span></p>\n<p><span>“我是华尔街的文科生,”加特曼补充道,这跟与几乎所有专注于自己专业领域的人不同。</span></p>\n<p><span>这种兼容并蓄的方法意味着,与只关注股票的顾问不同,当股票市场被高估时,他觉得没有必要在股市中继续寻找便宜货。总会有一个被低估的市场。</span></p>\n<p><span>这就引出了一个问题:现在哪个市场是被被低估得最严重的市场?加特曼表示是大宗商品——他说,“目前大宗商品的价格低得令人难以置信。”他目前在通讯中推荐的两种<a href=\"https://laohu8.com/S/000061\">农产品</a>是棉花和小麦。</span></p>\n<p><span>他相信他的广泛关注给了他一个比较优势。他不必比专注于一个市场的分析师更擅长分析任何一个市场,相反,他只需要正确地分析许多不同的市场。他说,因为很少有投资者或顾问同时关注所有市场,他能够利用大多数其他人都忽略的明显的套利机会。</span></p>\n<p><span>加特曼完全承认,在最终陷入熊市之前,股市可能还会继续上涨一段时间。但是,即使它继续上涨,其潜在回报相对于潜在下跌的吸引力也远不如农产品。而只有同时关注所有这些不同的资产,这一点才是显而易见的。</span></p>\n<p><span>期货合约是加特曼最青睐的可以抓住棉花和小麦价格上涨机会的工具,不过投资者也可以使用交易所交易票据(ETN)。他们可以考虑的两种票据是iPath Series B Bloomberg Cotton Subindex Total Return(股票代码:BAL),费率为0.45%,和Teucrium Wheat (WEAT),费率为1.0%。</span></p>\n<p><span>在过去几十年里,加特曼学到的另一个投资经验是,用约翰·梅纳德·凯恩斯的话来说,非理性持续的时间可能比你保持流动性的时间更长。然而,他比凯恩斯走得更远,得出了如下推论:“市场将在你破产的那一刻恢复理性。”</span></p>\n<p><span>人们不禁要问,这一推论能否阐明加特曼决定在此时停止发行投资通讯的含义。或许我们就在加特曼停止出版的时候,即将进入一个投资成功需要广泛关注众多资产类别的更长的时期?</span></p>\n<p><span>加特曼直截了当的否认了这个想法。69岁的他说,他已经厌倦了每天凌晨1点起床写当天的时事通讯。</span></p>\n<p><span>但是从当今最受欢迎的资产类别的长期预期回报率并不具有吸引力这点看起来,这似乎至少是有道理的。根据你所使用的不同的估值标准,股票现在要么被高估,要么被极度高估。</span></p>\n<p><span>比如,根据耶鲁大学金融学教授罗伯特·席勒(同时也是诺贝尔经济学奖得主)所提出著名的经过周期调整的市盈率,标普500指数目前高于1881年以来每月读数的96%。考虑到美国国债的收益率仅略高于期货市场所预测的未来几年的通胀水平,美国国债的期望税后真实收益率是负的。因此,任何真正想要获得接近股票和债券历史回报率利润的希望,都很可能需要彻底转向其它资产类别。</span></p>\n<p><span>如果是这样的话,加特曼的信正是在我们最需要它的时候消失了。</span></p>","source":"lsy1578741874091","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\" 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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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最后一封《加特曼信件》的警告!熊市即将到来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-01-11 19:26 北京时间 <a href=https://mp.weixin.qq.com/s/p_5QSthcLbKek1lCCkf1Mw><strong>巴伦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:《巴伦》撰稿人马克·赫尔伯特\n\n\n\n\n为机构客户服务的的加特曼信件最近停止了给客户发送信件,在他的最后一封信中,加特曼强烈警告了即将到来的熊市。\n\n\n\n\n即将到来的熊市将“对全世界各地的投资组合造成真正的、甚至可能是严重的损害”\n这个可怕的警告来自《加特曼信件》的编辑丹尼斯·加特曼。他最近宣布,在公开发表了30年之后,他将在12月31日结束发信。\n个人投资者可能没有听说过加特曼信件(...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/p_5QSthcLbKek1lCCkf1Mw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/p_5QSthcLbKek1lCCkf1Mw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192563247","content_text":"作者:《巴伦》撰稿人马克·赫尔伯特\n\n\n\n\n为机构客户服务的的加特曼信件最近停止了给客户发送信件,在他的最后一封信中,加特曼强烈警告了即将到来的熊市。\n\n\n\n\n即将到来的熊市将“对全世界各地的投资组合造成真正的、甚至可能是严重的损害”\n这个可怕的警告来自《加特曼信件》的编辑丹尼斯·加特曼。他最近宣布,在公开发表了30年之后,他将在12月31日结束发信。\n个人投资者可能没有听说过加特曼信件(GartmanLetter),因为它是为机构客户服务的。机构客户每月支付的服务费高达500美元,但他在华尔街广受追捧。在最近接受《巴伦》周刊采访时,加特曼回顾了自己职业生涯中世界发生的变化,以及对未来投资的影响。\n他的悲观情绪与对唐纳德·特朗普总统的反感无关。加特曼在上次选举中投了特朗普的票,而且很可能再次投他的票。相反,这种悲观来自于他所感知到的市场参与者们的无所畏惧。\n他将当前的环境描述为一个“儿童市场”,引用了“亚当·斯密”在20世纪60年代引入的一个短语,这是乔治·古德曼所用的笔名。古德曼用这个短语来指一种投资环境,在这种环境中,赚钱最多的交易员是那些因为太年轻而不记得上一次熊市的人。\n加特曼将今天的“孩子们”描述为“年轻、傲慢、一派天真、缺乏教育、过于自信、初出茅庐但却无所畏惧的”投资者。像他这样的市场老手只能袖手旁观,对孩子们的利润“既害怕又嫉妒”。\n当然,这不是加特曼职业生涯中遇到的第一个儿童市场。每一个的结局都很糟糕,他相信现在这个的结局也会很糟糕。到那时,“(今天的)孩子们所有那些太容易获得的利润”就会蒸发,新一批投资者将从废墟上重生,他们更穷,但年龄更大,也更聪明。\n要避免这种从繁荣到萧条的循环,就需要一位经历过熊市的战争创伤的顾问。加特曼说,再多教育也无法取代这种经历。这就是为什么他不相信“一个刚刚获得工商管理硕士学位、没有工作经验的26岁年轻人”。他的建议是:“不要跟随任何一个没有经历过完整一轮周期的人。”\n当然,经验是加特曼漫长的投资生涯给予他的最重要的东西。他的经历告诉他,同时关注所有主要市场是有价值的,不仅仅是股票和债券,还有黄金、石油、工业和农业商品、外汇和房地产。\n他意识到“那些交易外币的人不会和那些交易石油的人交谈,而那些交易石油的人也不会和那些交易债券或股票等等的人交谈。”似乎没有人“关注各个市场之间的相互联系”\n“我是华尔街的文科生,”加特曼补充道,这跟与几乎所有专注于自己专业领域的人不同。\n这种兼容并蓄的方法意味着,与只关注股票的顾问不同,当股票市场被高估时,他觉得没有必要在股市中继续寻找便宜货。总会有一个被低估的市场。\n这就引出了一个问题:现在哪个市场是被被低估得最严重的市场?加特曼表示是大宗商品——他说,“目前大宗商品的价格低得令人难以置信。”他目前在通讯中推荐的两种农产品是棉花和小麦。\n他相信他的广泛关注给了他一个比较优势。他不必比专注于一个市场的分析师更擅长分析任何一个市场,相反,他只需要正确地分析许多不同的市场。他说,因为很少有投资者或顾问同时关注所有市场,他能够利用大多数其他人都忽略的明显的套利机会。\n加特曼完全承认,在最终陷入熊市之前,股市可能还会继续上涨一段时间。但是,即使它继续上涨,其潜在回报相对于潜在下跌的吸引力也远不如农产品。而只有同时关注所有这些不同的资产,这一点才是显而易见的。\n期货合约是加特曼最青睐的可以抓住棉花和小麦价格上涨机会的工具,不过投资者也可以使用交易所交易票据(ETN)。他们可以考虑的两种票据是iPath Series B Bloomberg Cotton Subindex Total Return(股票代码:BAL),费率为0.45%,和Teucrium Wheat (WEAT),费率为1.0%。\n在过去几十年里,加特曼学到的另一个投资经验是,用约翰·梅纳德·凯恩斯的话来说,非理性持续的时间可能比你保持流动性的时间更长。然而,他比凯恩斯走得更远,得出了如下推论:“市场将在你破产的那一刻恢复理性。”\n人们不禁要问,这一推论能否阐明加特曼决定在此时停止发行投资通讯的含义。或许我们就在加特曼停止出版的时候,即将进入一个投资成功需要广泛关注众多资产类别的更长的时期?\n加特曼直截了当的否认了这个想法。69岁的他说,他已经厌倦了每天凌晨1点起床写当天的时事通讯。\n但是从当今最受欢迎的资产类别的长期预期回报率并不具有吸引力这点看起来,这似乎至少是有道理的。根据你所使用的不同的估值标准,股票现在要么被高估,要么被极度高估。\n比如,根据耶鲁大学金融学教授罗伯特·席勒(同时也是诺贝尔经济学奖得主)所提出著名的经过周期调整的市盈率,标普500指数目前高于1881年以来每月读数的96%。考虑到美国国债的收益率仅略高于期货市场所预测的未来几年的通胀水平,美国国债的期望税后真实收益率是负的。因此,任何真正想要获得接近股票和债券历史回报率利润的希望,都很可能需要彻底转向其它资产类别。\n如果是这样的话,加特曼的信正是在我们最需要它的时候消失了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150183620,"gmtCreate":1624889693360,"gmtModify":1624889693360,"author":{"id":"329433707951297","authorId":"329433707951297","name":"gama","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"329433707951297","authorIdStr":"329433707951297"},"themes":[],"htmlText":"买入个屁,利润增长点在哪里,每年利润都在减少,年轻市场被新进品牌打的一无是处,各种吃老本,上市圈钱。还买入评级,你们是收钱了吧!","listText":"买入个屁,利润增长点在哪里,每年利润都在减少,年轻市场被新进品牌打的一无是处,各种吃老本,上市圈钱。还买入评级,你们是收钱了吧!","text":"买入个屁,利润增长点在哪里,每年利润都在减少,年轻市场被新进品牌打的一无是处,各种吃老本,上市圈钱。还买入评级,你们是收钱了吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150183620","repostId":"2141826972","repostType":2,"repost":{"id":"2141826972","pubTimestamp":1623032506,"share":"https://www.laohu8.com/m/news/2141826972?lang=&edition=full","pubTime":"2021-06-07 10:21","market":"hk","language":"zh","title":"天风证券:爱慕股份(603511.SH)贴身服饰行业龙头,首予“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2141826972","media":"智通财经","summary":"智通财经APP获悉,天风证券发布研究报告称,爱慕股份贴身服饰行业龙头。首次覆盖,给予“买入”评级。天风证券指出,爱慕股份是中国知名品牌企业,专业从事高品质贴身服饰以及用品的研发、生产与销售,主要面对中高端消费群体。目前女性内衣竞争激烈,男性内衣增速快,三孩政策利好儿童内衣市场。中国男性内衣市场经历近十年快速增长,已具有稳定的下游客户支撑。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/601162\">天风证券</a>发布研究报告称,<a href=\"https://laohu8.com/S/603511\">爱慕股份</a>(603511.SH)贴身服饰行业龙头。预计公司2021~2023年营业总收入分别为40.62、48.78、57.36亿元,同比增长分别为20.82%、20.09%、17.59%;归母净利润分别为5.42、6.53、7.83亿元,同比增长分别为21.96%、20.47%、19.99%,对应EPS分别为1.35、1.63、1.96元,对应P/E分别为32.66、27.12、22.6X。首次覆盖,给予“买入”评级。</p><p>天风证券指出,爱慕股份是中国知名品牌企业,专业从事高品质贴身服饰以及用品的研发、生产与销售,主要面对中高端消费群体。公司采取多品牌、多品类、全渠道的运营模式。</p><p><strong>天风证券主要观点如下:</strong></p><p><strong>采取全渠道布局,聚焦提升线下盈利质量,积极探索渠道融合</strong></p><p>爱慕股份是中国知名品牌企业,专业从事高品质贴身服饰以及用品的研发、生产与销售,主要面对中高端消费群体。公司采取多品牌、多品类、全渠道的运营模式。公司通过全渠道布局渗透细分市场以获取较好的市场份额,同时积极探索不同渠道间的融合、渠道数字化运营的可能性。截至2020年12月31日,公司零售网络由2156个线下销售终端和以天猫、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>为主的线上渠道所组成,其中公司线下直营终端达1725个,2020年直营渠道贡献营收占比59.28%。公司的线下零售网点已覆盖了全国31个省、自治区和直辖市,并已进驻新加坡、澳门、柬埔寨、迪拜等地地标性商圈。</p><p><strong>公司所处贴身服饰行业格局分散,细分赛道机会众多</strong></p><p>在纺织服装业整体稳健增长下,细分领域贴身服饰行业也保持增长。根据智研咨询的数据,我国内衣市场规模已由2012年的1,675.2亿元增加至2018年的4,080.4亿元,保持了良好的增长态势。目前女性内衣竞争激烈,男性内衣增速快,三孩政策利好儿童内衣市场。女性内衣各细分领域中涌现出一批精准定位的电商品牌,在线上渠道形成一定销售规模。中国男性内衣市场经历近十年快速增长,已具有稳定的下游客户支撑。</p><p><strong>注重产品研发+品牌运营+全渠道融合,构建新零售闭环</strong></p><p>公司结合自主创新与合作机制,聚焦人体工学,着力于新材料技术研究,并积极主导、参与国家行业标准制定。凭借高效自主创新,公司截止2020年取得发明专利100项,实用新型专利186项,外观设计专利8项,显著多于同业上市公司。公司设有完善的质控措施,从采购贯穿至售后环节。在产品及材料检测能力方面,公司拥有经中国合格评定国家认可委员会认可(CNAS)的检测中心,具备较强检测实力。</p><p><strong>风险提示:</strong>品牌渠道建设费用提升,经营业绩有下滑风险;电商渠道高速增长不可持续风险;租赁农村集体用地自建房产的风险;电商收入倚重第三方平台运营风险;直营终端盈利质量改善不及预期。</p></body></html>","source":"stock_zhitongcaijing","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\" 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href=http://www.zhitongcaijing.com/content/detail/489165.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,天风证券发布研究报告称,爱慕股份(603511.SH)贴身服饰行业龙头。预计公司2021~2023年营业总收入分别为40.62、48.78、57.36亿元,同比增长分别为20.82%、20.09%、17.59%;归母净利润分别为5.42、6.53、7.83亿元,同比增长分别为21.96%、20.47%、19.99%,对应EPS分别为1.35、1.63、1.96元,对应P/E分别...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/489165.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/39a199af535042dfebd27ef56f398707","relate_stocks":{"601162":"天风证券","603511":"爱慕股份"},"source_url":"http://www.zhitongcaijing.com/content/detail/489165.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141826972","content_text":"智通财经APP获悉,天风证券发布研究报告称,爱慕股份(603511.SH)贴身服饰行业龙头。预计公司2021~2023年营业总收入分别为40.62、48.78、57.36亿元,同比增长分别为20.82%、20.09%、17.59%;归母净利润分别为5.42、6.53、7.83亿元,同比增长分别为21.96%、20.47%、19.99%,对应EPS分别为1.35、1.63、1.96元,对应P/E分别为32.66、27.12、22.6X。首次覆盖,给予“买入”评级。天风证券指出,爱慕股份是中国知名品牌企业,专业从事高品质贴身服饰以及用品的研发、生产与销售,主要面对中高端消费群体。公司采取多品牌、多品类、全渠道的运营模式。天风证券主要观点如下:采取全渠道布局,聚焦提升线下盈利质量,积极探索渠道融合爱慕股份是中国知名品牌企业,专业从事高品质贴身服饰以及用品的研发、生产与销售,主要面对中高端消费群体。公司采取多品牌、多品类、全渠道的运营模式。公司通过全渠道布局渗透细分市场以获取较好的市场份额,同时积极探索不同渠道间的融合、渠道数字化运营的可能性。截至2020年12月31日,公司零售网络由2156个线下销售终端和以天猫、唯品会为主的线上渠道所组成,其中公司线下直营终端达1725个,2020年直营渠道贡献营收占比59.28%。公司的线下零售网点已覆盖了全国31个省、自治区和直辖市,并已进驻新加坡、澳门、柬埔寨、迪拜等地地标性商圈。公司所处贴身服饰行业格局分散,细分赛道机会众多在纺织服装业整体稳健增长下,细分领域贴身服饰行业也保持增长。根据智研咨询的数据,我国内衣市场规模已由2012年的1,675.2亿元增加至2018年的4,080.4亿元,保持了良好的增长态势。目前女性内衣竞争激烈,男性内衣增速快,三孩政策利好儿童内衣市场。女性内衣各细分领域中涌现出一批精准定位的电商品牌,在线上渠道形成一定销售规模。中国男性内衣市场经历近十年快速增长,已具有稳定的下游客户支撑。注重产品研发+品牌运营+全渠道融合,构建新零售闭环公司结合自主创新与合作机制,聚焦人体工学,着力于新材料技术研究,并积极主导、参与国家行业标准制定。凭借高效自主创新,公司截止2020年取得发明专利100项,实用新型专利186项,外观设计专利8项,显著多于同业上市公司。公司设有完善的质控措施,从采购贯穿至售后环节。在产品及材料检测能力方面,公司拥有经中国合格评定国家认可委员会认可(CNAS)的检测中心,具备较强检测实力。风险提示:品牌渠道建设费用提升,经营业绩有下滑风险;电商渠道高速增长不可持续风险;租赁农村集体用地自建房产的风险;电商收入倚重第三方平台运营风险;直营终端盈利质量改善不及预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316522620,"gmtCreate":1611938450860,"gmtModify":1703756854956,"author":{"id":"329433707951297","authorId":"329433707951297","name":"gama","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"329433707951297","authorIdStr":"329433707951297"},"themes":[],"htmlText":"马斯克加持,非理性的理性事件加持,1000块走起。美国的分裂,从疫情,到国会,到股票,到大国竞争。危机此起彼伏。","listText":"马斯克加持,非理性的理性事件加持,1000块走起。美国的分裂,从疫情,到国会,到股票,到大国竞争。危机此起彼伏。","text":"马斯克加持,非理性的理性事件加持,1000块走起。美国的分裂,从疫情,到国会,到股票,到大国竞争。危机此起彼伏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316522620","repostId":"313295076","repostType":1,"repost":{"id":313295076,"gmtCreate":1611718321389,"gmtModify":1703752605468,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"2021第一支🚀股,来猜GME周五收盘价!","htmlText":"近日获得市场关注的游戏驿站已经连续大涨5个交易日,周二盘后公司续涨41.41%,达到209.26美元。据悉,今日美股收盘后,特斯拉CEO马斯克在社交媒体发表评论吹捧游戏驿站,该股股价盘后一度超过250美元。 据了解,游戏驿站受线上游戏的冲击,近年来连年亏损,同时受到新冠疫情的影响,2020年截至三季度的净销售额同比下降30%。因此,该股也成为了2020年华尔街被卖空最多的股票之一。但在过去几周,散户投资者却一直在Reddit论坛上热炒游戏驿站,并且号召大家一起买入游戏驿站的看涨期权,迫使做空者大举买入股票回补。因此,这也使得知名对冲基金Melvin亏损达30%,而知名做空机构香橼也表示将不再就游戏驿站发表意见。 而在周二盘后,马斯克发表评论,高呼“Gamestonk!!”,并附带了一个链接,链接指向了美国社交论坛Reddit上wallstreetbets板块,而这一板块正是炒作游戏驿站的散户股民的主要聚集地。评论过后,该股盘后一度暴涨67%,股价超过250美元,按此价格计算,较去年4月低点2.57美元翻了将近100倍。 但有媒体报道指出,尽管香橼表示不再对游戏驿站发表意见,但仍在坚持做空游戏驿站,同时,新的“空军”队伍仍在排队入场。而Reddit论坛的用户则高举看涨大旗,扬言看涨至1000美元🚀🚀🚀 A酱悬赏888虎币,一起来猜猜<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 公司本周五收盘价多少?老规矩,周五收盘前评论有效,一人猜对独享888虎币,两人或多人则平分~ 关于GME和逼空还可以看这些帖子: 小虎AV:<a href=\"https://laohu8.com/TW/313671437\" target=\"_blank\">Gamestop股价飙升至200美元!分析师说散户炒股炒疯了!</a>","listText":"近日获得市场关注的游戏驿站已经连续大涨5个交易日,周二盘后公司续涨41.41%,达到209.26美元。据悉,今日美股收盘后,特斯拉CEO马斯克在社交媒体发表评论吹捧游戏驿站,该股股价盘后一度超过250美元。 据了解,游戏驿站受线上游戏的冲击,近年来连年亏损,同时受到新冠疫情的影响,2020年截至三季度的净销售额同比下降30%。因此,该股也成为了2020年华尔街被卖空最多的股票之一。但在过去几周,散户投资者却一直在Reddit论坛上热炒游戏驿站,并且号召大家一起买入游戏驿站的看涨期权,迫使做空者大举买入股票回补。因此,这也使得知名对冲基金Melvin亏损达30%,而知名做空机构香橼也表示将不再就游戏驿站发表意见。 而在周二盘后,马斯克发表评论,高呼“Gamestonk!!”,并附带了一个链接,链接指向了美国社交论坛Reddit上wallstreetbets板块,而这一板块正是炒作游戏驿站的散户股民的主要聚集地。评论过后,该股盘后一度暴涨67%,股价超过250美元,按此价格计算,较去年4月低点2.57美元翻了将近100倍。 但有媒体报道指出,尽管香橼表示不再对游戏驿站发表意见,但仍在坚持做空游戏驿站,同时,新的“空军”队伍仍在排队入场。而Reddit论坛的用户则高举看涨大旗,扬言看涨至1000美元🚀🚀🚀 A酱悬赏888虎币,一起来猜猜<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 公司本周五收盘价多少?老规矩,周五收盘前评论有效,一人猜对独享888虎币,两人或多人则平分~ 关于GME和逼空还可以看这些帖子: 小虎AV:<a href=\"https://laohu8.com/TW/313671437\" target=\"_blank\">Gamestop股价飙升至200美元!分析师说散户炒股炒疯了!</a>","text":"近日获得市场关注的游戏驿站已经连续大涨5个交易日,周二盘后公司续涨41.41%,达到209.26美元。据悉,今日美股收盘后,特斯拉CEO马斯克在社交媒体发表评论吹捧游戏驿站,该股股价盘后一度超过250美元。 据了解,游戏驿站受线上游戏的冲击,近年来连年亏损,同时受到新冠疫情的影响,2020年截至三季度的净销售额同比下降30%。因此,该股也成为了2020年华尔街被卖空最多的股票之一。但在过去几周,散户投资者却一直在Reddit论坛上热炒游戏驿站,并且号召大家一起买入游戏驿站的看涨期权,迫使做空者大举买入股票回补。因此,这也使得知名对冲基金Melvin亏损达30%,而知名做空机构香橼也表示将不再就游戏驿站发表意见。 而在周二盘后,马斯克发表评论,高呼“Gamestonk!!”,并附带了一个链接,链接指向了美国社交论坛Reddit上wallstreetbets板块,而这一板块正是炒作游戏驿站的散户股民的主要聚集地。评论过后,该股盘后一度暴涨67%,股价超过250美元,按此价格计算,较去年4月低点2.57美元翻了将近100倍。 但有媒体报道指出,尽管香橼表示不再对游戏驿站发表意见,但仍在坚持做空游戏驿站,同时,新的“空军”队伍仍在排队入场。而Reddit论坛的用户则高举看涨大旗,扬言看涨至1000美元🚀🚀🚀 A酱悬赏888虎币,一起来猜猜$游戏驿站(GME)$ 公司本周五收盘价多少?老规矩,周五收盘前评论有效,一人猜对独享888虎币,两人或多人则平分~ 关于GME和逼空还可以看这些帖子: 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