Tony626的个人主页 - 老虎社区

Tony626

Tony626

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IP属地：四川

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2021-09-27

$小米集团-W(01810)$难怪小米这段时间跌跌不休，应该市场早估计到了中美关系的缓和、“公主”的回归

2021-07-15

$台积电(TSM)$第一次尝试盘前交易，希望不会给我一个下马威啊[可怜]

2019-04-25

$民生银行(01988)$ 虽然可以守着吃利息，但还是忍不住吐个槽：它真的就和一坨狗屎一样！

2021-08-12

$美光科技(MU)$发生了什么？[惊讶]

2018-09-19

$阿里巴巴(BABA)$ 好几个月没有体会这种赚钱的感觉了

2021-08-18

$腾讯音乐(TME)$中概股还有未来不？如果出现当年互联网泡沫破裂时新浪、网易当时的极端价格，敢抄底不？

2021-08-02

$美光科技(MU)$一买就套，然后等着解套，然后差不多解套了。但如果不卖，一会儿就重新套住；但如果卖了，就一去不回头。这次会不一样吗？[无语]

2021-07-14

$中国平安(601318)$抗不住、拜拜了您呐……

2021-07-14

为啥白酒的业绩可以这么好？是因为短时间大家的饮酒习惯发生了这么大的变化都喝白酒了，因为疫情大家都借酒消愁，还是经济逐步恢复大家都喝酒庆祝，还是股价炒高了需要好的业绩支撑股价？

二线白酒股业绩逆天，板块爆发，是风险还是机会？

2019-04-29

$金风科技(02208)$ 应该可以说，前面那一波上涨其实就是为了配股哈

2019-02-27

$金风科技(02208)$ 前两天涨上去的时候还在考虑突破10元之后，设一个止损位，免得坐电梯。没想到昨天开盘就被砸下来了，下午知道是小摩降评级了；然后今天续跌。这样也好，免得动脑筋，继续守着就行了

2018-11-05

$金风科技(02208)$ 当初买是觉得它波动幅度大。确实是大，却是在高位买的😂

2018-02-12

过完春节，从头再来

本来2018年元月极为顺利的，A股、港股、美股平均收益到15%左右了。然后上周全部跌还原。只能年后再来了

过完春节，从头再来

2018-01-02

2017年IB投资总结

虽然以前通过恒生银行进行过港股的投资，但通过IB从2016年下半年开始应该算是正式进军港股、美股等全球市场吧。刚开始只敢买港股的中资股，还来来回回的波段，赚了些小钱（10%左右），然后以为自己发现了一个确定性的机会，4.2元左右买入7元私有化的聚美优品，然后就一路下降通道直到2.2元左右清仓，给自己挖了个6千多美元的坑（占总资本的25%左右）。其实在陈欧发表反韩、不再卖韩国货时，就觉得他是多脑残才会去蹭这样的热点啊，但仍然想着7元的私有化，没能及时止损。多亏终于明白港股、美股的生态和我大A股完全不一样，于是陆续买入APPLE、GOOGLE、TWITTER及孟山都等公司，终于算是把聚美的坑填了一大半。只是可惜，去年美股、港股那么好的行情，我却最终只落得个持平的结果。希望今年从头开始，避免再犯聚美那样的错误了：都看得到的机会，就不会是你的机会了。切记切记！！！

2017年IB投资总结

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7月12日，山西汾酒发布业绩预告指出，预计上半年营收同比增长70%~80%，归母净利润同比增长110%~130%，创下公司近10来的最好成绩。今年以来，白酒板块频受资金热捧，山西汾酒股价也连创新高，一度创下...</p>\n\n<a href=\"https://www.yicai.com/news/101109824.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/5d8fb95e65f042f352c6313989391357","relate_stocks":{"600519":"贵州茅台"},"source_url":"https://www.yicai.com/news/101109824.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140197743","content_text":"7月14日早盘，白酒板块逆市拉升，截至发稿，广誉远、海南椰岛涨停，舍得酒业、中恒集团等多股纷纷跟涨。\n\n继酒鬼酒之后，本周山西汾酒、舍得酒业相继发布半年度业绩预告，三家业绩均预喜。\n\n 7月12日，山西汾酒发布业绩预告指出，预计上半年营收同比增长70%~80%，归母净利润同比增长110%~130%，创下公司近10来的最好成绩。今年以来，白酒板块频受资金热捧，山西汾酒股价也连创新高，一度创下356.21元/股的最高纪录，市值持续突破4000亿元。\n\n\n 同日发布业绩预告的舍得酒业公告显示，预计公司2021年半年度实现归属于上市公司股东的净利润为7.1亿元到7.5亿元，与上年同期相比增加5.46亿元到5.86亿元，同比增长332.42%到356.78%；预计上半年实现归属于上市公司股东的扣除非经常性损益的净利润为7.03亿元到7.43亿元，同比增长377.42%到404.59%。公司表示，今年上半年，受国内疫情逐步得到控制，中高端白酒消费市场明显回暖，公司老酒战略逐步被市场接受等原因影响，公司营业收入实现较大幅度增长。股价方面，受摘帽、易主、业绩预增等利好提振，公司股价从3月份的不足60元，一跃至最高点254.88元。\n\n\n 酒鬼酒预计上半年业绩表现同样较好，其公告显示，公司预计营业收入较上年同期增长137%左右，上半年实现归属于上市公司股东的净利润5亿元至5.2亿元，同比增长170.96%至181.79%，净利超去年全年净利润总额。\n\n东兴证券指出，从基本面来看，目前白酒企业经营较为良性，上半年把握住了消费回暖的浪潮，目标达成率都较为超预期，渠道库存也较为良性，行业仍处于良性发展状态中，应理性看待短期业绩增速的波动，重视白酒的长期公司价值，建议关注增长确定性高、业绩弹性大的公司。重点推荐：贵州茅台、五粮液。\n中泰证券食品饮料团队认为，分化成长仍是白酒板块的主旋律。第二季度，白酒板块高端、次高端分化，高端延续稳健，预计茅台维持双位数增长；五粮液、泸州老窖增长中枢维持20%；次高端在低基数下实现高增长，预计普遍在20%以上，部分高成长标的业绩弹性将持续释放。\n华创证券认为，茅台酒价持续走高打开行业价格空间，贵州茅台自身经营以稳定调，留给次高端酒企充分量价空间，次高端加速全国化招商，区域次高端价格带升级，均带动第二季度业绩在低基数下实现高增长，坚持白酒板块全年区间震荡的判断。","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145512333,"gmtCreate":1626229781622,"gmtModify":1626229781622,"author":{"id":"3438159235308111","authorId":"3438159235308111","name":"Tony626","avatar":"https://static.tigerbbs.com/c33cfba4fc0493a49d8941c42eef1cc4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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11:15","market":"sh","language":"zh","title":"二线白酒股业绩逆天，板块爆发，是风险还是机会？","url":"https://stock-news.laohu8.com/highlight/detail?id=1140197743","media":"第一财经","summary":"7月14日早盘，白酒板块逆市拉升，截至发稿，$广誉远$、$海南椰岛$涨停，$舍得酒业$、$中恒集团$等多股纷纷跟涨。7月12日，山西汾酒发布业绩预告指出，预计上半年营收同比增长70%~80%，归母净利润同比增长110%~130%，创下公司近10来的最好成绩。公司表示，今年上半年，受国内疫情逐步得到控制，中高端白酒消费市场明显回暖，公司老酒战略逐步被市场接受等原因影响，公司营业收入实现较大幅度增长。","content":"<div>\n<p>7月14日早盘，白酒板块逆市拉升，截至发稿，广誉远、海南椰岛涨停，舍得酒业、中恒集团等多股纷纷跟涨。\n\n继酒鬼酒之后，本周山西汾酒、舍得酒业相继发布半年度业绩预告，三家业绩均预喜。\n\n 7月12日，山西汾酒发布业绩预告指出，预计上半年营收同比增长70%~80%，归母净利润同比增长110%~130%，创下公司近10来的最好成绩。今年以来，白酒板块频受资金热捧，山西汾酒股价也连创新高，一度创下...</p>\n\n<a href=\"https://www.yicai.com/news/101109824.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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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7月12日，山西汾酒发布业绩预告指出，预计上半年营收同比增长70%~80%，归母净利润同比增长110%~130%，创下公司近10来的最好成绩。今年以来，白酒板块频受资金热捧，山西汾酒股价也连创新高，一度创下...</p>\n\n<a href=\"https://www.yicai.com/news/101109824.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/5d8fb95e65f042f352c6313989391357","relate_stocks":{"600519":"贵州茅台"},"source_url":"https://www.yicai.com/news/101109824.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140197743","content_text":"7月14日早盘，白酒板块逆市拉升，截至发稿，广誉远、海南椰岛涨停，舍得酒业、中恒集团等多股纷纷跟涨。\n\n继酒鬼酒之后，本周山西汾酒、舍得酒业相继发布半年度业绩预告，三家业绩均预喜。\n\n 7月12日，山西汾酒发布业绩预告指出，预计上半年营收同比增长70%~80%，归母净利润同比增长110%~130%，创下公司近10来的最好成绩。今年以来，白酒板块频受资金热捧，山西汾酒股价也连创新高，一度创下356.21元/股的最高纪录，市值持续突破4000亿元。\n\n\n 同日发布业绩预告的舍得酒业公告显示，预计公司2021年半年度实现归属于上市公司股东的净利润为7.1亿元到7.5亿元，与上年同期相比增加5.46亿元到5.86亿元，同比增长332.42%到356.78%；预计上半年实现归属于上市公司股东的扣除非经常性损益的净利润为7.03亿元到7.43亿元，同比增长377.42%到404.59%。公司表示，今年上半年，受国内疫情逐步得到控制，中高端白酒消费市场明显回暖，公司老酒战略逐步被市场接受等原因影响，公司营业收入实现较大幅度增长。股价方面，受摘帽、易主、业绩预增等利好提振，公司股价从3月份的不足60元，一跃至最高点254.88元。\n\n\n 酒鬼酒预计上半年业绩表现同样较好，其公告显示，公司预计营业收入较上年同期增长137%左右，上半年实现归属于上市公司股东的净利润5亿元至5.2亿元，同比增长170.96%至181.79%，净利超去年全年净利润总额。\n\n东兴证券指出，从基本面来看，目前白酒企业经营较为良性，上半年把握住了消费回暖的浪潮，目标达成率都较为超预期，渠道库存也较为良性，行业仍处于良性发展状态中，应理性看待短期业绩增速的波动，重视白酒的长期公司价值，建议关注增长确定性高、业绩弹性大的公司。重点推荐：贵州茅台、五粮液。\n中泰证券食品饮料团队认为，分化成长仍是白酒板块的主旋律。第二季度，白酒板块高端、次高端分化，高端延续稳健，预计茅台维持双位数增长；五粮液、泸州老窖增长中枢维持20%；次高端在低基数下实现高增长，预计普遍在20%以上，部分高成长标的业绩弹性将持续释放。\n华创证券认为，茅台酒价持续走高打开行业价格空间，贵州茅台自身经营以稳定调，留给次高端酒企充分量价空间，次高端加速全国化招商，区域次高端价格带升级，均带动第二季度业绩在低基数下实现高增长，坚持白酒板块全年区间震荡的判断。","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909599061,"gmtCreate":1556515736353,"gmtModify":1704800640491,"author":{"id":"3438159235308111","authorId":"3438159235308111","name":"Tony626","avatar":"https://static.tigerbbs.com/c33cfba4fc0493a49d8941c42eef1cc4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$金风科技(02208)$ 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前两天涨上去的时候还在考虑突破10元之后，设一个 止损位，免得坐电梯。没想到昨天开盘就被砸下来了，下午知道是小摩降评级了；然后今天续跌。这样也好，免得动脑筋，继续守着就行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410309","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322977,"gmtCreate":1541383643068,"gmtModify":1704779767509,"author":{"id":"3438159235308111","authorId":"3438159235308111","name":"Tony626","avatar":"https://static.tigerbbs.com/c33cfba4fc0493a49d8941c42eef1cc4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$金风科技(02208)$ 当初买是觉得它波动幅度大。确实是大，却是在高位买的😂","listText":"$金风科技(02208)$ 当初买是觉得它波动幅度大。确实是大，却是在高位买的😂","text":"$金风科技(02208)$ 当初买是觉得它波动幅度大。确实是大，却是在高位买的😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322977","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159213,"gmtCreate":1518410290873,"gmtModify":1704889274297,"author":{"id":"3438159235308111","authorId":"3438159235308111","name":"Tony626","avatar":"https://static.tigerbbs.com/c33cfba4fc0493a49d8941c42eef1cc4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"过完春节，从头再来","htmlText":"本来2018年元月极为顺利的，A股、港股、美股平均收益到15%左右了。然后上周全部跌还原。只能年后再来了","listText":"本来2018年元月极为顺利的，A股、港股、美股平均收益到15%左右了。然后上周全部跌还原。只能年后再来了","text":"本来2018年元月极为顺利的，A股、港股、美股平均收益到15%左右了。然后上周全部跌还原。只能年后再来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159213","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139163,"gmtCreate":1514907194498,"gmtModify":1704886715310,"author":{"id":"3438159235308111","authorId":"3438159235308111","name":"Tony626","avatar":"https://static.tigerbbs.com/c33cfba4fc0493a49d8941c42eef1cc4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2017年IB投资总结","htmlText":"虽然以前通过恒生银行进行过港股的投资，但通过IB从2016年下半年开始应该算是正式进军港股、美股等全球市场吧。刚开始只敢买港股的中资股，还来来回回的波段，赚了些小钱（10%左右），然后以为自己发现了一个确定性的机会，4.2元左右买入7元私有化的聚美优品，然后就一路下降通道直到2.2元左右清仓，给自己挖了个6千多美元的坑（占总资本的25%左右）。其实在陈欧发表反韩、不再卖韩国货时，就觉得他是多脑残才会去蹭这样的热点啊，但仍然想着7元的私有化，没能及时止损。多亏终于明白港股、美股的生态和我大A股完全不一样，于是陆续买入APPLE、GOOGLE、TWITTER及孟山都等公司，终于算是把聚美的坑填了一大半。 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