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悠等生2018
大胜还需大忍,大败常因心切
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悠等生2018
2021-06-05
这篇文章不错,转发给大家看
抱歉,原内容已删除
悠等生2018
2021-03-25
$三倍做多半导体ETF-Direxion Daily(SOXL)$
为什么全球缺芯,半导体却不涨?不合逻辑反常识啊
$英伟达(NVDA)$
$比亚迪(002594)$
悠等生2018
2021-03-14
20年业绩好才见鬼呢。
抱歉,原内容已删除
悠等生2018
2021-03-04
拍脑袋都知道这人会怎么说,开始安抚半天,最后一句才是疼的补刀🔪,既要这样又要那样,市场一看还得继续调整。
抱歉,原内容已删除
悠等生2018
2021-03-04
拍脑袋都知道这人会怎么说,开始安抚半天,最后一句才是疼的补刀🔪,既要这样又要那样,市场一看还得继续调整。
抱歉,原内容已删除
悠等生2018
2021-02-27
这篇文章不错,转发给大家看看
@老虎专刊:【老虎周刊】老虎社区一周十大精华文章
悠等生2018
2021-02-20
这篇文章不错,转发给大家看
@艾达财经: 【第49期:ARK基金女股神:2021年投资报告(下)!七大投资机会:投资对应的股票!15大投资机会:寻找下一个特斯拉!】下载ARK基金女股神的2021年投资报告https://ark-invest.com/big-ideas-2021/ 第四期:深度分析2只医疗类股票(PACB, SDGR) 增发后,为何表现截然不同?
$Schrodinger Inc.(SDGR)$
$Pacific Biosciences of Californi(PACB)$
悠等生2018
2021-02-20
这篇文章不错,转发给大家看
抱歉,原内容已删除
悠等生2018
2021-01-15
那为啥股价不涨?跌得比蔚来都惨
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悠等生2018
2020-12-21
这篇文章不错,转发给大家看
@14亿少女的梦:医药界的特斯拉,薛定谔会是下个5年的十倍股吗?
悠等生2018
2020-12-21
这篇文章不错,转发给大家看
@艾达财经: 【第39期:分析ARKG! 新建仓了一只新上市的医疗股:MASS!】本周重点介绍了遗传领域的创新基金,ARKG,发现基金本周频繁操作医疗类股票,所以引起关注。 二是重点介绍了增持的5只股票,薛定谔,SDGR, 诺华制药,NVS,爱奥尼斯制药,IONS, 武田制药,TAK和表面肿瘤学,SURF,此外还新建仓一只新股,MASS。
悠等生2018
2020-12-21
这篇文章不错,转发给大家看
@非專業投資美股: 【美股分析2020|香橼称这只股票是医药界的特斯拉?】本频道秉承价值投资和成长投资的理念, 发掘值得长期投资的股票。本频道目的就是为了和大家分享个人鄙见,并记录自己的投资历程,希望能够对大家有所帮助。也欢迎技术投资和短线为主的投资者观看我的频道,也许会给你带来另一种投资思维。
$Schrodinger Inc.(SDGR)$
2020年7月20日
悠等生2018
2020-08-12
快递格局
抱歉,原内容已删除
悠等生2018
2020-07-31
是金子早晚会发光
@美股研究社:估值指标遭市场低估,阿里巴巴“价值天花板”在哪?
悠等生2018
2020-06-13
越看越觉得味道不对,再看出处,原来是腾讯[傲娇]
抱歉,原内容已删除
悠等生2018
2020-05-20
这种垃圾都应该去美国尝尝厉害。 @康美 你不去试试?
抱歉,原内容已删除
悠等生2018
2020-05-20
$瑞幸咖啡(LK)$
败类!趁你没消失忍不住上来骂你一句。连孩子的诚实都做不到
悠等生2018
2020-05-19
这篇文章不错,转发给大家看
抱歉,原内容已删除
悠等生2018
2020-05-18
这篇文章不错,转发给大家看
@阿曼曼:景林资产趁美股暴跌大举抄底中概股,电商皆重仓!
悠等生2018
2020-05-13
这篇文章不错,转发给大家看
抱歉,原内容已删除
去老虎APP查看更多动态
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“老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/368676367\" target=\"_blank\">这时候要注意做好避险,我推荐三个策略</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3534312224764596\">@甘灿荣_交易所讲师及资管</a> 美股这两天大涨大跌,相信很多朋友不知道如何处理。 下周四晚8点,我有场直播讲座和大家聊聊美股指的相关情况,届时会有针对通胀率,美债利率和美股关系的更详尽的解读。 现在先给大家聊聊当下紧急的情况。 <a href=\"https://laohu8.com/TW/360588644\" target=\"_blank\">如何快速找潜力股?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3573680037239051\">@财经龙眼</a> 很多小伙伴在问我是怎么找到我推荐的这些股票的,方法有很多。 我今天给大家介绍一种比较容易上手的扫股方法。 <a href=\"https://laohu8.com/TW/369499508\" target=\"_blank\">如何用期权数据筛选出高胜率高回报的异动期权</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3521339628608760\">@美股队长8</a> 这个数据网址是国外的网站,网站有部分免费功能,也有收费功能,收费功能分股票、期权和财报版块,今天主要讲的是期权版","listText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/368676367\" target=\"_blank\">这时候要注意做好避险,我推荐三个策略</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3534312224764596\">@甘灿荣_交易所讲师及资管</a> 美股这两天大涨大跌,相信很多朋友不知道如何处理。 下周四晚8点,我有场直播讲座和大家聊聊美股指的相关情况,届时会有针对通胀率,美债利率和美股关系的更详尽的解读。 现在先给大家聊聊当下紧急的情况。 <a href=\"https://laohu8.com/TW/360588644\" target=\"_blank\">如何快速找潜力股?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3573680037239051\">@财经龙眼</a> 很多小伙伴在问我是怎么找到我推荐的这些股票的,方法有很多。 我今天给大家介绍一种比较容易上手的扫股方法。 <a href=\"https://laohu8.com/TW/369499508\" target=\"_blank\">如何用期权数据筛选出高胜率高回报的异动期权</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3521339628608760\">@美股队长8</a> 这个数据网址是国外的网站,网站有部分免费功能,也有收费功能,收费功能分股票、期权和财报版块,今天主要讲的是期权版","text":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: 这时候要注意做好避险,我推荐三个策略 发布者:@甘灿荣_交易所讲师及资管 美股这两天大涨大跌,相信很多朋友不知道如何处理。 下周四晚8点,我有场直播讲座和大家聊聊美股指的相关情况,届时会有针对通胀率,美债利率和美股关系的更详尽的解读。 现在先给大家聊聊当下紧急的情况。 如何快速找潜力股? 发布者:@财经龙眼 很多小伙伴在问我是怎么找到我推荐的这些股票的,方法有很多。 我今天给大家介绍一种比较容易上手的扫股方法。 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Californi(PACB)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389362435","isVote":1,"tweetType":2,"object":{"id":"3323896c7f354650b04f68a94c69596b","tweetId":"389362435","title":"第49期:ARK基金女股神:2021年投资报告(下)!七大投资机会:投资对应的股票!15大投资机会:寻找下一个特斯拉!","videoUrl":"http://v.tigerbbs.com/161269225424068e327bfb7adf0e4e771c16c336d92fa.mp4","poster":"https://static.tigerbbs.com/0423a5876b02b8f34127597910a803b4","shareLink":"http://v.tigerbbs.com/161269225424068e327bfb7adf0e4e771c16c336d92fa.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387253227,"gmtCreate":1613750416269,"gmtModify":1613750416269,"author":{"id":"3458337590868714","authorId":"3458337590868714","name":"悠等生2018","avatar":"https://static.tigerbbs.com/4082aa1f767467932e6865cc9e238ee2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458337590868714","authorIdStr":"3458337590868714"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387253227","repostId":"2112283171","repostType":2,"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334166185,"gmtCreate":1610719603347,"gmtModify":1703746556748,"author":{"id":"3458337590868714","authorId":"3458337590868714","name":"悠等生2018","avatar":"https://static.tigerbbs.com/4082aa1f767467932e6865cc9e238ee2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458337590868714","authorIdStr":"3458337590868714"},"themes":[],"htmlText":"那为啥股价不涨?跌得比蔚来都惨","listText":"那为啥股价不涨?跌得比蔚来都惨","text":"那为啥股价不涨?跌得比蔚来都惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334166185","repostId":"2103404156","repostType":2,"isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330172825,"gmtCreate":1608563740467,"gmtModify":1703735476687,"author":{"id":"3458337590868714","authorId":"3458337590868714","name":"悠等生2018","avatar":"https://static.tigerbbs.com/4082aa1f767467932e6865cc9e238ee2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458337590868714","authorIdStr":"3458337590868714"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330172825","repostId":"397186292","repostType":1,"repost":{"id":397186292,"gmtCreate":1608207763609,"gmtModify":1710134283950,"author":{"id":"3511911760748454","authorId":"3511911760748454","name":"14亿少女的梦","avatar":"https://static.tigerbbs.com/bf0bebaaab1963be40402bcfa7e8c1aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511911760748454","authorIdStr":"3511911760748454"},"themes":[],"title":"医药界的特斯拉,薛定谔会是下个5年的十倍股吗?","htmlText":"看到锐问最新采访的投资人提到<a href=\"https://laohu8.com/S/SDGR\">$Schrodinger Inc.(SDGR)$</a> 这家公司,用系统协助新药研发,感觉很有意思,于是查了一下资料,发现大空头香橼居然曾经夸赞这家公司会是下个特斯拉。下面就根据这家公司的招股书和Q3财报来聊聊这家公司在做什么?凭什么被称作下个特斯拉?未来有没有钱途? 薛定谔为什么被称作是下个特斯拉? Schrodinger公司成立于1990年,公司已经发展了30年,但直到今年才在纳斯达克上市。上市不久就被著名的做空机构香橼唱多,香橼认为该公司与特斯拉一样,是一家具备颠覆性概念的公司,目标价80美元。 颠覆性的业务模式 虽然公司以著名物理学家薛定谔的名字命名,但是与薛定谔研究量子物理不同的是,这是一家为生命科学和材料科学行业开发应用程序的软件公司。简而言之,该公司开发了一个业界领先的能准确预测分子活性的平台,使药物研发团队能设计和选择性合成具有更优活性的分子,减少筛选候选药物所需平均时间和成本,增加药物研发项目进入临床开发成功率。Schrodinger还提供专业服务,包括定制软件开发和培训,计算机集群设计和实施以及基于研究的药物发现项目。 传统的药物发现方法花费的时间太长,太容易失败,而且成本太高。成功达到IND申请文件平均需要五到六年,平均成功率表明三个项目中有两个将失败。考虑到此类故障,成功完成IND申请的平均成本为3500万美元。而薛定谔已经进行了许多尝试,通过使用计算方法来预测分子的性质来提高药物发现过程的效率。 在过去30年中,经过数百名科学家和软件工程师共同努力,薛定谔公司开发出一种基于物理学的以高精度预测分子关键特性的计算平台,并运用人工智能将探索数十亿个分子耗时压缩至数天内。薛定谔公司将基于物理学和基于机器学习的评分方法相结合,形成允许机器学习模型对基于物理","listText":"看到锐问最新采访的投资人提到<a href=\"https://laohu8.com/S/SDGR\">$Schrodinger Inc.(SDGR)$</a> 这家公司,用系统协助新药研发,感觉很有意思,于是查了一下资料,发现大空头香橼居然曾经夸赞这家公司会是下个特斯拉。下面就根据这家公司的招股书和Q3财报来聊聊这家公司在做什么?凭什么被称作下个特斯拉?未来有没有钱途? 薛定谔为什么被称作是下个特斯拉? Schrodinger公司成立于1990年,公司已经发展了30年,但直到今年才在纳斯达克上市。上市不久就被著名的做空机构香橼唱多,香橼认为该公司与特斯拉一样,是一家具备颠覆性概念的公司,目标价80美元。 颠覆性的业务模式 虽然公司以著名物理学家薛定谔的名字命名,但是与薛定谔研究量子物理不同的是,这是一家为生命科学和材料科学行业开发应用程序的软件公司。简而言之,该公司开发了一个业界领先的能准确预测分子活性的平台,使药物研发团队能设计和选择性合成具有更优活性的分子,减少筛选候选药物所需平均时间和成本,增加药物研发项目进入临床开发成功率。Schrodinger还提供专业服务,包括定制软件开发和培训,计算机集群设计和实施以及基于研究的药物发现项目。 传统的药物发现方法花费的时间太长,太容易失败,而且成本太高。成功达到IND申请文件平均需要五到六年,平均成功率表明三个项目中有两个将失败。考虑到此类故障,成功完成IND申请的平均成本为3500万美元。而薛定谔已经进行了许多尝试,通过使用计算方法来预测分子的性质来提高药物发现过程的效率。 在过去30年中,经过数百名科学家和软件工程师共同努力,薛定谔公司开发出一种基于物理学的以高精度预测分子关键特性的计算平台,并运用人工智能将探索数十亿个分子耗时压缩至数天内。薛定谔公司将基于物理学和基于机器学习的评分方法相结合,形成允许机器学习模型对基于物理","text":"看到锐问最新采访的投资人提到$Schrodinger Inc.(SDGR)$ 这家公司,用系统协助新药研发,感觉很有意思,于是查了一下资料,发现大空头香橼居然曾经夸赞这家公司会是下个特斯拉。下面就根据这家公司的招股书和Q3财报来聊聊这家公司在做什么?凭什么被称作下个特斯拉?未来有没有钱途? 薛定谔为什么被称作是下个特斯拉? Schrodinger公司成立于1990年,公司已经发展了30年,但直到今年才在纳斯达克上市。上市不久就被著名的做空机构香橼唱多,香橼认为该公司与特斯拉一样,是一家具备颠覆性概念的公司,目标价80美元。 颠覆性的业务模式 虽然公司以著名物理学家薛定谔的名字命名,但是与薛定谔研究量子物理不同的是,这是一家为生命科学和材料科学行业开发应用程序的软件公司。简而言之,该公司开发了一个业界领先的能准确预测分子活性的平台,使药物研发团队能设计和选择性合成具有更优活性的分子,减少筛选候选药物所需平均时间和成本,增加药物研发项目进入临床开发成功率。Schrodinger还提供专业服务,包括定制软件开发和培训,计算机集群设计和实施以及基于研究的药物发现项目。 传统的药物发现方法花费的时间太长,太容易失败,而且成本太高。成功达到IND申请文件平均需要五到六年,平均成功率表明三个项目中有两个将失败。考虑到此类故障,成功完成IND申请的平均成本为3500万美元。而薛定谔已经进行了许多尝试,通过使用计算方法来预测分子的性质来提高药物发现过程的效率。 在过去30年中,经过数百名科学家和软件工程师共同努力,薛定谔公司开发出一种基于物理学的以高精度预测分子关键特性的计算平台,并运用人工智能将探索数十亿个分子耗时压缩至数天内。薛定谔公司将基于物理学和基于机器学习的评分方法相结合,形成允许机器学习模型对基于物理","images":[{"img":"https://static.tigerbbs.com/e37b44052bb87ee080e00a23f99ecbbb","width":"1345","height":"705"},{"img":"https://static.tigerbbs.com/8f712e80d36b13b4bf8a2296a2b60b12","width":"1870","height":"553"},{"img":"https://static.tigerbbs.com/4a5d2ee7e6892c818d30e5dec75a0f63","width":"837","height":"165"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397186292","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330176415,"gmtCreate":1608563712837,"gmtModify":1703735475654,"author":{"id":"3458337590868714","authorId":"3458337590868714","name":"悠等生2018","avatar":"https://static.tigerbbs.com/4082aa1f767467932e6865cc9e238ee2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458337590868714","authorIdStr":"3458337590868714"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330176415","repostId":"330393975","repostType":1,"repost":{"id":330393975,"gmtCreate":1608534160093,"gmtModify":1703735215565,"author":{"id":"3570625982426607","authorId":"3570625982426607","name":"艾达财经","avatar":"https://static.tigerbbs.com/cc7b129b0b3f9754d63a848f85e11dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570625982426607","authorIdStr":"3570625982426607"},"themes":[],"htmlText":"\n \n \n 【第39期:分析ARKG! 新建仓了一只新上市的医疗股:MASS!】本周重点介绍了遗传领域的创新基金,ARKG,发现基金本周频繁操作医疗类股票,所以引起关注。 二是重点介绍了增持的5只股票,薛定谔,SDGR, 诺华制药,NVS,爱奥尼斯制药,IONS, 武田制药,TAK和表面肿瘤学,SURF,此外还新建仓一只新股,MASS。\n \n","listText":"【第39期:分析ARKG! 新建仓了一只新上市的医疗股:MASS!】本周重点介绍了遗传领域的创新基金,ARKG,发现基金本周频繁操作医疗类股票,所以引起关注。 二是重点介绍了增持的5只股票,薛定谔,SDGR, 诺华制药,NVS,爱奥尼斯制药,IONS, 武田制药,TAK和表面肿瘤学,SURF,此外还新建仓一只新股,MASS。","text":"【第39期:分析ARKG! 新建仓了一只新上市的医疗股:MASS!】本周重点介绍了遗传领域的创新基金,ARKG,发现基金本周频繁操作医疗类股票,所以引起关注。 二是重点介绍了增持的5只股票,薛定谔,SDGR, 诺华制药,NVS,爱奥尼斯制药,IONS, 武田制药,TAK和表面肿瘤学,SURF,此外还新建仓一只新股,MASS。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330393975","isVote":1,"tweetType":2,"object":{"id":"99a056131eb244daab512d648d83efd9","tweetId":"330393975","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/e44074d05285890811547357751/FV6gXQEFHhEA.mp4","poster":"https://static.tigerbbs.com/1761a15d09ed2ec2850c155e7cfcc103"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330176818,"gmtCreate":1608563685834,"gmtModify":1703735475310,"author":{"id":"3458337590868714","authorId":"3458337590868714","name":"悠等生2018","avatar":"https://static.tigerbbs.com/4082aa1f767467932e6865cc9e238ee2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458337590868714","authorIdStr":"3458337590868714"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330176818","repostId":"397271371","repostType":1,"repost":{"id":397271371,"gmtCreate":1608284794287,"gmtModify":1703852238399,"author":{"id":"3570070736839480","authorId":"3570070736839480","name":"非專業投資美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570070736839480","authorIdStr":"3570070736839480"},"themes":[],"htmlText":"\n \n \n 【美股分析2020|香橼称这只股票是医药界的特斯拉?】本频道秉承价值投资和成长投资的理念, 发掘值得长期投资的股票。本频道目的就是为了和大家分享个人鄙见,并记录自己的投资历程,希望能够对大家有所帮助。也欢迎技术投资和短线为主的投资者观看我的频道,也许会给你带来另一种投资思维。 <a href=\"https://laohu8.com/S/SDGR\">$Schrodinger Inc.(SDGR)$</a> 2020年7月20日\n \n","listText":"【美股分析2020|香橼称这只股票是医药界的特斯拉?】本频道秉承价值投资和成长投资的理念, 发掘值得长期投资的股票。本频道目的就是为了和大家分享个人鄙见,并记录自己的投资历程,希望能够对大家有所帮助。也欢迎技术投资和短线为主的投资者观看我的频道,也许会给你带来另一种投资思维。 <a href=\"https://laohu8.com/S/SDGR\">$Schrodinger Inc.(SDGR)$</a> 2020年7月20日","text":"【美股分析2020|香橼称这只股票是医药界的特斯拉?】本频道秉承价值投资和成长投资的理念, 发掘值得长期投资的股票。本频道目的就是为了和大家分享个人鄙见,并记录自己的投资历程,希望能够对大家有所帮助。也欢迎技术投资和短线为主的投资者观看我的频道,也许会给你带来另一种投资思维。 $Schrodinger Inc.(SDGR)$ 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target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,越相信它的价值被低估了。而当我把它与<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 进行比较时,我认为很明显BABA的股价正在往上走。两家公司的成长路径和市场大致相似。但阿里巴巴似乎远远低于亚马逊的估值指标,市场最终会把价格往上推,这似乎没有什么疑问。我首先看到的一个差异是,亚马逊的市值是阿里巴巴的两倍多。亚马逊的市值为1.5万亿美元,而阿里巴巴的市值只有6740亿美元。但事情是这样的。它们的自由现金流(FCF)利润非常相似。例如,在截至3月底的过去12个月(LTM)中,亚马逊产生了249亿美元的调整后FCF。但阿里巴巴创造了209亿美元。自由现金流利润率的差异这就意味着阿里巴巴股票的价值应该远远高于其他公司。但如果你比较一下两家公司带来的营收金额,几乎相等的FCF就更加引人注目了。例如,正如你在右图中看到的那样,亚马逊的LTM收入为2960亿美元。它只能够提取其中的8.4%作为FCF。如果你看一下阿里巴巴的财务数据,你会发现他们的LTM收入只有720亿美元。但该公司能够产生巨大的自由现金流利润率。209亿美元的LTM FCF占营收的比例达到了惊人的35.4%。这意味着,阿里巴巴最近一个季度的FCF利润率(即FCF除以收入)是亚马逊的4倍多。换句话说,每产生100美元的收入,阿里巴巴就能产生35.4美元的自由现金流。但亚马逊每100美元的营收只转化为8.4美元的自由现金流。那么,阿里巴巴在这里的优势应该如何体现在其股票的市值上呢?一种方法是看FCF收益率。比较FCF收益率股票的FCF收益率是指一个时期内产生的FCF金额除以其","listText":"我越看<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,越相信它的价值被低估了。而当我把它与<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 进行比较时,我认为很明显BABA的股价正在往上走。两家公司的成长路径和市场大致相似。但阿里巴巴似乎远远低于亚马逊的估值指标,市场最终会把价格往上推,这似乎没有什么疑问。我首先看到的一个差异是,亚马逊的市值是阿里巴巴的两倍多。亚马逊的市值为1.5万亿美元,而阿里巴巴的市值只有6740亿美元。但事情是这样的。它们的自由现金流(FCF)利润非常相似。例如,在截至3月底的过去12个月(LTM)中,亚马逊产生了249亿美元的调整后FCF。但阿里巴巴创造了209亿美元。自由现金流利润率的差异这就意味着阿里巴巴股票的价值应该远远高于其他公司。但如果你比较一下两家公司带来的营收金额,几乎相等的FCF就更加引人注目了。例如,正如你在右图中看到的那样,亚马逊的LTM收入为2960亿美元。它只能够提取其中的8.4%作为FCF。如果你看一下阿里巴巴的财务数据,你会发现他们的LTM收入只有720亿美元。但该公司能够产生巨大的自由现金流利润率。209亿美元的LTM FCF占营收的比例达到了惊人的35.4%。这意味着,阿里巴巴最近一个季度的FCF利润率(即FCF除以收入)是亚马逊的4倍多。换句话说,每产生100美元的收入,阿里巴巴就能产生35.4美元的自由现金流。但亚马逊每100美元的营收只转化为8.4美元的自由现金流。那么,阿里巴巴在这里的优势应该如何体现在其股票的市值上呢?一种方法是看FCF收益率。比较FCF收益率股票的FCF收益率是指一个时期内产生的FCF金额除以其","text":"我越看$阿里巴巴(BABA)$ ,越相信它的价值被低估了。而当我把它与$亚马逊(AMZN)$ 进行比较时,我认为很明显BABA的股价正在往上走。两家公司的成长路径和市场大致相似。但阿里巴巴似乎远远低于亚马逊的估值指标,市场最终会把价格往上推,这似乎没有什么疑问。我首先看到的一个差异是,亚马逊的市值是阿里巴巴的两倍多。亚马逊的市值为1.5万亿美元,而阿里巴巴的市值只有6740亿美元。但事情是这样的。它们的自由现金流(FCF)利润非常相似。例如,在截至3月底的过去12个月(LTM)中,亚马逊产生了249亿美元的调整后FCF。但阿里巴巴创造了209亿美元。自由现金流利润率的差异这就意味着阿里巴巴股票的价值应该远远高于其他公司。但如果你比较一下两家公司带来的营收金额,几乎相等的FCF就更加引人注目了。例如,正如你在右图中看到的那样,亚马逊的LTM收入为2960亿美元。它只能够提取其中的8.4%作为FCF。如果你看一下阿里巴巴的财务数据,你会发现他们的LTM收入只有720亿美元。但该公司能够产生巨大的自由现金流利润率。209亿美元的LTM 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(买入约213万股)、<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> (买入100万股)、<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> (买入约82万股)、<a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a> (买入约68万股),<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> (买入约55万股),另外还增持了有道、唯品会、Bilibili、阿里巴巴等,几乎覆盖了中概股龙头标的。 特别是电商公司,几乎增持所有电商股,4月以来,电商股出现了强烈的反弹,拼多多和京东都创了新高。 另外,再一次强调中通,这是我从景林之前持仓关注的股票,它也创新高了。新进买入的百度也非常值得特别提示,百度现在的估值是中概龙头中最低的,我理解景林买入就是买低估值。 其他美股方面,景林在第一季度增持了微软、Facebook、Uber和东南亚游戏公司","text":"中国明星私募基金景林资产向SEC提交一季度13F美股持仓报告,报告显示,截至3月31日,景林持有美股资产总额22.57亿美元,相较于2019年四季度末持仓的18.47亿,再次录得大幅净增持。 景林在第一季度大举买入中概股,尤其是$京东(JD)$ (买入约425万股)、$拼多多(PDD)$ (买入约213万股)、$百度(BIDU)$ (买入100万股)、$中通快递(ZTO)$ (买入约82万股)、$携程网(TCOM)$ (买入约68万股),$好未来(TAL)$ (买入约55万股),另外还增持了有道、唯品会、Bilibili、阿里巴巴等,几乎覆盖了中概股龙头标的。 特别是电商公司,几乎增持所有电商股,4月以来,电商股出现了强烈的反弹,拼多多和京东都创了新高。 另外,再一次强调中通,这是我从景林之前持仓关注的股票,它也创新高了。新进买入的百度也非常值得特别提示,百度现在的估值是中概龙头中最低的,我理解景林买入就是买低估值。 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