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是钱如命
2017-03-30
$赫兹(HTZ)$ 滴滴正在与赫兹谈判收购事宜,进军国际租车?
是钱如命
2019-06-13
$Zoom(ZM)$ 谁知道它什么解禁?
是钱如命
2017-07-31
$途牛(TOUR)$ $携程网(CTRP)$ $京东(JD)$ 易观和艾瑞大数据分析:途牛-在线旅游度假市场份额NO.1。坚持持有原因: A.旅游行业未来潜力无限:1.三四线城市旅游习惯未养成,比如自己2.房地产受到遏制,百姓手上钱更多。 A1.京东、携程的生态系统不可或缺的一部分,大概率会被收购。 B.同程估值200亿RMB 驴妈妈估值100亿RMB, 而市场份额第一的途牛只有10亿美金。 B1.亏损减少,毛利率增长,营收稳定增长。CEO预期2018年盈利。 C.京东携程海航的高价入股。 D.中国护照权限放大,出境游门槛降低。 E.世界融合和平的趋势 F.已经是历史最低,下跌风险应该比较低 G.流通股只有1千多万股,大致看好的大股东不能入(买入大量流通股,势必会抬高股价,买入成本就高),这个就适合我这种人薅羊毛。 H.2016年8月26日启动1.5亿美金回购。 I.海航二级市场8.7-10元增持。 J.营收增长那么大,用户量又那么大,有何恐惧可言 坚持持有的链接: 海航两次持有途牛5亿美金,股价为16元左右持有:http://news.163.com/16/1028/09/C4F2DJNI00014SEH.html(评语:海航作为机票酒店旅游供应商这么看好途牛必有原因) 京东收购途牛传闻:http://tech.qq.com/a/20170509/026171.htm 携程收购途牛传闻:http://finance.sina.com.cn/roll/2016-11-15/doc-ifxxsmuu5768341.shtml 京东两次持有途牛4亿美金,股价为16元左右持有 :http://tech.qq.com/a/20150508/049892.htm
是钱如命
2017-05-11
$网易(NTES)$ 递延收入下降了8%,第二个季度预期不敢讲了。😱😱😱😱😱😱😱😱😱😱😱😱
是钱如命
2020-10-23
$苹果(AAPL)$
苹果PC如果降价30%,苹果股价又会翻一倍。
是钱如命
2018-08-30
$纳指三倍做空ETF(SQQQ)$55555干活哈哈活该活该活该尴尬
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D.中国护照权限放大,出境游门槛降低。 E.世界融合和平的趋势 F.已经是历史最低,下跌风险应该比较低 G.流通股只有1千多万股,大致看好的大股东不能入(买入大量流通股,势必会抬高股价,买入成本就高),这个就适合我这种人薅羊毛。 H.2016年8月26日启动1.5亿美金回购。 I.海航二级市场8.7-10元增持。 J.营收增长那么大,用户量又那么大,有何恐惧可言 坚持持有的链接: 海航两次持有途牛5亿美金,股价为16元左右持有:http://news.163.com/16/1028/09/C4F2DJNI00014SEH.html(评语:海航作为机票酒店旅游供应商这么看好途牛必有原因) 京东收购途牛传闻:http://tech.qq.com/a/20170509/026171.htm 携程收购途牛传闻:http://finance.sina.com.cn/roll/2016-11-15/doc-ifxxsmuu5768341.shtml 京东两次持有途牛4亿美金,股价为16元左右持有 :http://tech.qq.com/a/20150508/049892.htm","text":"$途牛(TOUR)$ $携程网(CTRP)$ $京东(JD)$ 易观和艾瑞大数据分析:途牛-在线旅游度假市场份额NO.1。坚持持有原因: A.旅游行业未来潜力无限:1.三四线城市旅游习惯未养成,比如自己2.房地产受到遏制,百姓手上钱更多。 A1.京东、携程的生态系统不可或缺的一部分,大概率会被收购。 B.同程估值200亿RMB 驴妈妈估值100亿RMB, 而市场份额第一的途牛只有10亿美金。 B1.亏损减少,毛利率增长,营收稳定增长。CEO预期2018年盈利。 C.京东携程海航的高价入股。 D.中国护照权限放大,出境游门槛降低。 E.世界融合和平的趋势 F.已经是历史最低,下跌风险应该比较低 G.流通股只有1千多万股,大致看好的大股东不能入(买入大量流通股,势必会抬高股价,买入成本就高),这个就适合我这种人薅羊毛。 H.2016年8月26日启动1.5亿美金回购。 I.海航二级市场8.7-10元增持。 J.营收增长那么大,用户量又那么大,有何恐惧可言 坚持持有的链接: 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