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毛小辫
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IP属地:北京
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热门
毛小辫
2021-06-17
$科济药业-B(02171)$
长期持有直到赚回来[愤怒]
毛小辫
2021-07-02
$奈雪的茶(02150)$
这还挺平稳,什么时候到15
毛小辫
2021-06-30
$奈雪的茶(02150)$
绿鞋什么时候扔出来,留着融资的钱还不扔出来回购,再不出来挽救以后没真人喝了。
毛小辫
2021-06-17
$科济药业-B(02171)$
来点风,让他飞起来
毛小辫
2021-06-17
$优然牧业(09858)$
中一手
$科济药业-B(02171)$
2手都么中[流泪]
毛小辫
2021-06-11
$京东物流(02618)$
6月11日讯,深交所公告,港股通股票名单发生调整并自今日起生效,调入京东物流。这是啥意思,求大神解释
毛小辫
2021-07-09
$奈雪的茶(02150)$
趁着涨回来赶快撤,还欠我1500,等等慢慢还
毛小辫
2021-06-18
没中签
$爱回收(RERE)$
毛小辫
2021-06-18
$科济药业-B(02171)$
能回来不容易
毛小辫
2021-06-11
这个代表什么意思
深交所:将京东物流调入港股通股票名单
毛小辫
2021-06-18
$优然牧业(09858)$
再不浮真的是沉到底了[生气]
毛小辫
2021-06-17
$优然牧业(09858)$
有风,快飞起来
毛小辫
2021-06-25
$京东物流(02618)$
争口气涨到43[看涨]
毛小辫
2021-07-05
$奈雪的茶(02150)$
割血也不想和你做朋友了,等着我会捞回来的
毛小辫
2021-06-08
$掌门教育(ZME)$
停牌了
毛小辫
2021-05-22
这篇文章不错,转发给大家看
@老虎专刊:【老虎周刊】老虎社区一周十大精华文章
毛小辫
2021-07-19
大主们都撤了[难过]
毛小辫
2021-07-13
[强]
抱歉,原内容已删除
毛小辫
2021-07-08
这篇文章不错,转发给大家看
@Lady_Susu:贝索斯宣布:将与82岁女飞行员同游太空!还有一位是谁?
毛小辫
2021-07-08
这篇文章不错,转发给大家看
@价值投资为王:掘金欧洲杯2:崛起吧国潮!
去老虎APP查看更多动态
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13」项目成员Wally Funk。 60年前,她曾参与Mercury 13女宇航员项目,但被NASA拒绝了。 Funk等了60年的旅程,终于将在20日实现。 贝索斯在Ins上发帖称: 1961年,作为Mercury 13女性太空计划的一部分,Funk的表现名列前茅。尽管她完成了训练,但计划被取消了,13人中没有任何人参加太空飞行。现在是时候了。 欢迎加入机组,Funk!我们很高兴您能作为我们的贵宾在7月20日与我们一起飞行! 视频中,Funk 看起来非常兴奋。因为这是她等了60年的旅程。 60年前,被NASA拒之门外 正如贝佐斯的介绍,82岁的 Funk 是一名经验丰富的飞行员。 她是美国联邦航空管理局(FAA)的第一位女性检查员,也是美国国家运输安全委员会(NTSB)的第一位女性航空安全调查员。 她的飞行时长超19, 600小时,并教授了3000多人如何驾驶私人和商用飞机。 但Funk不需要那么多的经验就可以乘坐蓝色起源的New Shepard飞船,因为该飞船可完全自动驾驶。 任何人在进行几个小时的安全指导和培训后,都能成为宇航员。 60年前,一群女性组成了Mercury 13项目,她们通过了严格的宇航员测试,包括体检、冻结耳鼓,以观察她们如何应对眩晕、以及运动/呼吸等困难。 当时的测试是私人资助的,不是通过美国宇航局(NASA )进行的。 尽管通过了国会和 NASA 当局的测试,这些女性还是没有被允许进入美国官方的宇航员项目。 因为 NASA 要求宇航员必须是军用喷气机试飞项目的毕业生,根本原因就在于,当时「女性是不允许参加空军的训练项目」。 1976年,NASA 向女性开放了宇航员项目后,Funk 申请了三次,但都被拒绝了。因为她没有获得工程学位,也缺乏试飞经验。 Netflix 制作的纪录片 Merc","listText":"贝佐斯公布了首次太空游的第4位成员——82岁的「Mercury 13」项目成员Wally Funk。 60年前,她曾参与Mercury 13女宇航员项目,但被NASA拒绝了。 Funk等了60年的旅程,终于将在20日实现。 贝索斯在Ins上发帖称: 1961年,作为Mercury 13女性太空计划的一部分,Funk的表现名列前茅。尽管她完成了训练,但计划被取消了,13人中没有任何人参加太空飞行。现在是时候了。 欢迎加入机组,Funk!我们很高兴您能作为我们的贵宾在7月20日与我们一起飞行! 视频中,Funk 看起来非常兴奋。因为这是她等了60年的旅程。 60年前,被NASA拒之门外 正如贝佐斯的介绍,82岁的 Funk 是一名经验丰富的飞行员。 她是美国联邦航空管理局(FAA)的第一位女性检查员,也是美国国家运输安全委员会(NTSB)的第一位女性航空安全调查员。 她的飞行时长超19, 600小时,并教授了3000多人如何驾驶私人和商用飞机。 但Funk不需要那么多的经验就可以乘坐蓝色起源的New Shepard飞船,因为该飞船可完全自动驾驶。 任何人在进行几个小时的安全指导和培训后,都能成为宇航员。 60年前,一群女性组成了Mercury 13项目,她们通过了严格的宇航员测试,包括体检、冻结耳鼓,以观察她们如何应对眩晕、以及运动/呼吸等困难。 当时的测试是私人资助的,不是通过美国宇航局(NASA )进行的。 尽管通过了国会和 NASA 当局的测试,这些女性还是没有被允许进入美国官方的宇航员项目。 因为 NASA 要求宇航员必须是军用喷气机试飞项目的毕业生,根本原因就在于,当时「女性是不允许参加空军的训练项目」。 1976年,NASA 向女性开放了宇航员项目后,Funk 申请了三次,但都被拒绝了。因为她没有获得工程学位,也缺乏试飞经验。 Netflix 制作的纪录片 Merc","text":"贝佐斯公布了首次太空游的第4位成员——82岁的「Mercury 13」项目成员Wally Funk。 60年前,她曾参与Mercury 13女宇航员项目,但被NASA拒绝了。 Funk等了60年的旅程,终于将在20日实现。 贝索斯在Ins上发帖称: 1961年,作为Mercury 13女性太空计划的一部分,Funk的表现名列前茅。尽管她完成了训练,但计划被取消了,13人中没有任何人参加太空飞行。现在是时候了。 欢迎加入机组,Funk!我们很高兴您能作为我们的贵宾在7月20日与我们一起飞行! 视频中,Funk 看起来非常兴奋。因为这是她等了60年的旅程。 60年前,被NASA拒之门外 正如贝佐斯的介绍,82岁的 Funk 是一名经验丰富的飞行员。 她是美国联邦航空管理局(FAA)的第一位女性检查员,也是美国国家运输安全委员会(NTSB)的第一位女性航空安全调查员。 她的飞行时长超19, 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referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f25970ebf4293eec7586423288711d3f","relate_stocks":{"09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","JD":"京东","02618":"京东物流"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184932252","content_text":"6月11日讯,深交所公告,因恒生综合大型股指数实施成份股调整,根据《深圳证券交易所深港通业务实施办法》的有关规定,将京东物流纳入港股通股票名单并自今日起生效。","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166104090,"gmtCreate":1623994795810,"gmtModify":1623994795810,"author":{"id":"3471313385528080","authorId":"3471313385528080","name":"毛小辫","avatar":"https://static.tigerbbs.com/165355f6ea66b8ccb64c3fdf477d7d47","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471313385528080","idStr":"3471313385528080"},"themes":[],"htmlText":"<a 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target=\"_blank\">《创造营》大获全胜,腾讯在反垄断下“让利求生”</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/212008496769156\">@捷克</a> 很显然,25%的同比增速让几乎所有非垄断非资源型的公司汗颜。 但真正应该拿来分析其真实利润的,应该是它的调整后EBITDA,简而言之,就是更接近现金角度的真实运营利润。而这个值同比增长17%,其实是低于收入增速的。主要原因,是因为毛利率的下降。 腾讯的利润真的下降了吗?显然不是。 <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/197925095\" target=\"_blank\">百度2021Q1财报分析:第二增长曲线是互联网的第一心电图线</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 财报关键词:非广告核心业务增长!非广告核心业务增长!非广告核心业务增长! 回到我百度价成股的逻辑,价值这一块主要还是看广告业务,当然我们看到第一季度,百度核心在线广告收入163亿元,同比增长27%。这一块我之前估计2021的预期利润在35亿美元左右,2022年以20%增速,能有42亿,给13-15倍估值就是550-630亿,对应股价是1","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: 《创造营》大获全胜,腾讯在反垄断下“让利求生” 发布者:@捷克 很显然,25%的同比增速让几乎所有非垄断非资源型的公司汗颜。 但真正应该拿来分析其真实利润的,应该是它的调整后EBITDA,简而言之,就是更接近现金角度的真实运营利润。而这个值同比增长17%,其实是低于收入增速的。主要原因,是因为毛利率的下降。 腾讯的利润真的下降了吗?显然不是。 百度2021Q1财报分析:第二增长曲线是互联网的第一心电图线 发布者:@陈达美股投资 财报关键词:非广告核心业务增长!非广告核心业务增长!非广告核心业务增长! 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","listText":"大主们都撤了[难过] ","text":"大主们都撤了[难过]","images":[{"img":"https://static.tigerbbs.com/59b299e464a9f14c67407525dbac56b5","width":"1080","height":"2265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173226758","isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":145965907,"gmtCreate":1626186689509,"gmtModify":1626186689509,"author":{"id":"3471313385528080","authorId":"3471313385528080","name":"毛小辫","avatar":"https://static.tigerbbs.com/165355f6ea66b8ccb64c3fdf477d7d47","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471313385528080","idStr":"3471313385528080"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145965907","repostId":"2151224552","repostType":4,"isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149733673,"gmtCreate":1625747952592,"gmtModify":1625747952592,"author":{"id":"3471313385528080","authorId":"3471313385528080","name":"毛小辫","avatar":"https://static.tigerbbs.com/165355f6ea66b8ccb64c3fdf477d7d47","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471313385528080","idStr":"3471313385528080"},"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/149733673","repostId":"156887991","repostType":1,"repost":{"id":156887991,"gmtCreate":1625211350009,"gmtModify":1625260570896,"author":{"id":"3494420044734025","authorId":"3494420044734025","name":"Lady_Susu","avatar":"https://static.tigerbbs.com/7655df6b0f443f50fb6475e358d661c0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494420044734025","idStr":"3494420044734025"},"themes":[],"title":"贝索斯宣布:将与82岁女飞行员同游太空!还有一位是谁?","htmlText":"贝佐斯公布了首次太空游的第4位成员——82岁的「Mercury 13」项目成员Wally Funk。 60年前,她曾参与Mercury 13女宇航员项目,但被NASA拒绝了。 Funk等了60年的旅程,终于将在20日实现。 贝索斯在Ins上发帖称: 1961年,作为Mercury 13女性太空计划的一部分,Funk的表现名列前茅。尽管她完成了训练,但计划被取消了,13人中没有任何人参加太空飞行。现在是时候了。 欢迎加入机组,Funk!我们很高兴您能作为我们的贵宾在7月20日与我们一起飞行! 视频中,Funk 看起来非常兴奋。因为这是她等了60年的旅程。 60年前,被NASA拒之门外 正如贝佐斯的介绍,82岁的 Funk 是一名经验丰富的飞行员。 她是美国联邦航空管理局(FAA)的第一位女性检查员,也是美国国家运输安全委员会(NTSB)的第一位女性航空安全调查员。 她的飞行时长超19, 600小时,并教授了3000多人如何驾驶私人和商用飞机。 但Funk不需要那么多的经验就可以乘坐蓝色起源的New Shepard飞船,因为该飞船可完全自动驾驶。 任何人在进行几个小时的安全指导和培训后,都能成为宇航员。 60年前,一群女性组成了Mercury 13项目,她们通过了严格的宇航员测试,包括体检、冻结耳鼓,以观察她们如何应对眩晕、以及运动/呼吸等困难。 当时的测试是私人资助的,不是通过美国宇航局(NASA )进行的。 尽管通过了国会和 NASA 当局的测试,这些女性还是没有被允许进入美国官方的宇航员项目。 因为 NASA 要求宇航员必须是军用喷气机试飞项目的毕业生,根本原因就在于,当时「女性是不允许参加空军的训练项目」。 1976年,NASA 向女性开放了宇航员项目后,Funk 申请了三次,但都被拒绝了。因为她没有获得工程学位,也缺乏试飞经验。 Netflix 制作的纪录片 Merc","listText":"贝佐斯公布了首次太空游的第4位成员——82岁的「Mercury 13」项目成员Wally Funk。 60年前,她曾参与Mercury 13女宇航员项目,但被NASA拒绝了。 Funk等了60年的旅程,终于将在20日实现。 贝索斯在Ins上发帖称: 1961年,作为Mercury 13女性太空计划的一部分,Funk的表现名列前茅。尽管她完成了训练,但计划被取消了,13人中没有任何人参加太空飞行。现在是时候了。 欢迎加入机组,Funk!我们很高兴您能作为我们的贵宾在7月20日与我们一起飞行! 视频中,Funk 看起来非常兴奋。因为这是她等了60年的旅程。 60年前,被NASA拒之门外 正如贝佐斯的介绍,82岁的 Funk 是一名经验丰富的飞行员。 她是美国联邦航空管理局(FAA)的第一位女性检查员,也是美国国家运输安全委员会(NTSB)的第一位女性航空安全调查员。 她的飞行时长超19, 600小时,并教授了3000多人如何驾驶私人和商用飞机。 但Funk不需要那么多的经验就可以乘坐蓝色起源的New Shepard飞船,因为该飞船可完全自动驾驶。 任何人在进行几个小时的安全指导和培训后,都能成为宇航员。 60年前,一群女性组成了Mercury 13项目,她们通过了严格的宇航员测试,包括体检、冻结耳鼓,以观察她们如何应对眩晕、以及运动/呼吸等困难。 当时的测试是私人资助的,不是通过美国宇航局(NASA )进行的。 尽管通过了国会和 NASA 当局的测试,这些女性还是没有被允许进入美国官方的宇航员项目。 因为 NASA 要求宇航员必须是军用喷气机试飞项目的毕业生,根本原因就在于,当时「女性是不允许参加空军的训练项目」。 1976年,NASA 向女性开放了宇航员项目后,Funk 申请了三次,但都被拒绝了。因为她没有获得工程学位,也缺乏试飞经验。 Netflix 制作的纪录片 Merc","text":"贝佐斯公布了首次太空游的第4位成员——82岁的「Mercury 13」项目成员Wally Funk。 60年前,她曾参与Mercury 13女宇航员项目,但被NASA拒绝了。 Funk等了60年的旅程,终于将在20日实现。 贝索斯在Ins上发帖称: 1961年,作为Mercury 13女性太空计划的一部分,Funk的表现名列前茅。尽管她完成了训练,但计划被取消了,13人中没有任何人参加太空飞行。现在是时候了。 欢迎加入机组,Funk!我们很高兴您能作为我们的贵宾在7月20日与我们一起飞行! 视频中,Funk 看起来非常兴奋。因为这是她等了60年的旅程。 60年前,被NASA拒之门外 正如贝佐斯的介绍,82岁的 Funk 是一名经验丰富的飞行员。 她是美国联邦航空管理局(FAA)的第一位女性检查员,也是美国国家运输安全委员会(NTSB)的第一位女性航空安全调查员。 她的飞行时长超19, 600小时,并教授了3000多人如何驾驶私人和商用飞机。 但Funk不需要那么多的经验就可以乘坐蓝色起源的New Shepard飞船,因为该飞船可完全自动驾驶。 任何人在进行几个小时的安全指导和培训后,都能成为宇航员。 60年前,一群女性组成了Mercury 13项目,她们通过了严格的宇航员测试,包括体检、冻结耳鼓,以观察她们如何应对眩晕、以及运动/呼吸等困难。 当时的测试是私人资助的,不是通过美国宇航局(NASA )进行的。 尽管通过了国会和 NASA 当局的测试,这些女性还是没有被允许进入美国官方的宇航员项目。 因为 NASA 要求宇航员必须是军用喷气机试飞项目的毕业生,根本原因就在于,当时「女性是不允许参加空军的训练项目」。 1976年,NASA 向女性开放了宇航员项目后,Funk 申请了三次,但都被拒绝了。因为她没有获得工程学位,也缺乏试飞经验。 Netflix 制作的纪录片 Merc","images":[{"img":"https://static.tigerbbs.com/5bd37117257b45bd072a5e36d6f4b760","width":"630","height":"420"},{"img":"https://static.tigerbbs.com/78c9db72525c745d94a375c90be4652e","width":"1080","height":"810"},{"img":"https://static.tigerbbs.com/94822452e8e74ae077b366cc5d7a0ec3","width":"1080","height":"601"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156887991","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149739829,"gmtCreate":1625747899661,"gmtModify":1625747899661,"author":{"id":"3471313385528080","authorId":"3471313385528080","name":"毛小辫","avatar":"https://static.tigerbbs.com/165355f6ea66b8ccb64c3fdf477d7d47","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471313385528080","idStr":"3471313385528080"},"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/149739829","repostId":"159118789","repostType":1,"repost":{"id":159118789,"gmtCreate":1624947595037,"gmtModify":1624959000263,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"掘金欧洲杯2:崛起吧国潮!","htmlText":"欧洲杯激战正酣,刚刚结束的1/8决赛,卫冕冠军葡萄牙队大战排名世界第一的比利时,葡萄牙惨遭淘汰,队长C罗怒摔袖标,恐成欧洲杯绝唱! 巅峰之战,有人得意,有人失意,悲喜交加之间便是足球的魅力。 将激动的心情暂按,我们不妨关注体育用品板块,作为赛事概念股,体育用品屡屡成为焦点,这一次,在业绩大爆发的加持下,体育用品成为最靓的仔! 2021年6月25日,李宁发布盈利预喜,预估上半年净利润不低于18亿,较去年同期暴增164%! 火爆的业绩将体育用品板块推向高潮,李宁在业绩公布的下一交易日,股价大涨近14%,特步国际大涨10.5%,安踏体育上涨5.45%。 日内暴涨只是开胃小菜,从年初至今,李宁大涨76.6%、安踏体育大涨55%、特步国际更是达到令人惊讶的284%! 体育用品背后的投资逻辑,不妨借助这次欧洲杯一网打尽! 业绩!业绩!业绩! 最近3年,以安踏、李宁为首的体育用品公司业绩开始爆发,以安踏为例,2018年至2020年的营收增速分别为44.5%、40.6%和5%。 李宁则分别为18.4%、32%和4.2%。 2020年的业绩增速受到新冠疫情影响,大量线下门店关闭,销售受到重创,在如此困难之下,李宁和安踏去年的业绩尚能正增长,本身就已经不平凡了! 2021年,受新疆棉事件影响,国际品牌口碑一落千丈,国产品牌力挺新疆棉,得到国人厚爱,业绩在去年低基数的基础上暴增。 目前已披露的业绩预喜中,李宁预计半年报净利润预增164%、安踏110%,相当惊艳! 国产体育服饰的崛起也吸引了顶级机构的青睐,2021年6月15日,高瓴资本5亿港币认购特步国际发布的可转债,并另投5亿港币用于特步旗下的盖世威和帕拉丁品牌的全球业务。 这种深入产业链的投资,高瓴资本已经不再局限于财务投资了! 从野蛮到国潮崛起! 李宁、安踏等国产体育服饰企业很早便登陆港交所,从财务数据上看,国产体育服饰有2个明显的发展特征","listText":"欧洲杯激战正酣,刚刚结束的1/8决赛,卫冕冠军葡萄牙队大战排名世界第一的比利时,葡萄牙惨遭淘汰,队长C罗怒摔袖标,恐成欧洲杯绝唱! 巅峰之战,有人得意,有人失意,悲喜交加之间便是足球的魅力。 将激动的心情暂按,我们不妨关注体育用品板块,作为赛事概念股,体育用品屡屡成为焦点,这一次,在业绩大爆发的加持下,体育用品成为最靓的仔! 2021年6月25日,李宁发布盈利预喜,预估上半年净利润不低于18亿,较去年同期暴增164%! 火爆的业绩将体育用品板块推向高潮,李宁在业绩公布的下一交易日,股价大涨近14%,特步国际大涨10.5%,安踏体育上涨5.45%。 日内暴涨只是开胃小菜,从年初至今,李宁大涨76.6%、安踏体育大涨55%、特步国际更是达到令人惊讶的284%! 体育用品背后的投资逻辑,不妨借助这次欧洲杯一网打尽! 业绩!业绩!业绩! 最近3年,以安踏、李宁为首的体育用品公司业绩开始爆发,以安踏为例,2018年至2020年的营收增速分别为44.5%、40.6%和5%。 李宁则分别为18.4%、32%和4.2%。 2020年的业绩增速受到新冠疫情影响,大量线下门店关闭,销售受到重创,在如此困难之下,李宁和安踏去年的业绩尚能正增长,本身就已经不平凡了! 2021年,受新疆棉事件影响,国际品牌口碑一落千丈,国产品牌力挺新疆棉,得到国人厚爱,业绩在去年低基数的基础上暴增。 目前已披露的业绩预喜中,李宁预计半年报净利润预增164%、安踏110%,相当惊艳! 国产体育服饰的崛起也吸引了顶级机构的青睐,2021年6月15日,高瓴资本5亿港币认购特步国际发布的可转债,并另投5亿港币用于特步旗下的盖世威和帕拉丁品牌的全球业务。 这种深入产业链的投资,高瓴资本已经不再局限于财务投资了! 从野蛮到国潮崛起! 李宁、安踏等国产体育服饰企业很早便登陆港交所,从财务数据上看,国产体育服饰有2个明显的发展特征","text":"欧洲杯激战正酣,刚刚结束的1/8决赛,卫冕冠军葡萄牙队大战排名世界第一的比利时,葡萄牙惨遭淘汰,队长C罗怒摔袖标,恐成欧洲杯绝唱! 巅峰之战,有人得意,有人失意,悲喜交加之间便是足球的魅力。 将激动的心情暂按,我们不妨关注体育用品板块,作为赛事概念股,体育用品屡屡成为焦点,这一次,在业绩大爆发的加持下,体育用品成为最靓的仔! 2021年6月25日,李宁发布盈利预喜,预估上半年净利润不低于18亿,较去年同期暴增164%! 火爆的业绩将体育用品板块推向高潮,李宁在业绩公布的下一交易日,股价大涨近14%,特步国际大涨10.5%,安踏体育上涨5.45%。 日内暴涨只是开胃小菜,从年初至今,李宁大涨76.6%、安踏体育大涨55%、特步国际更是达到令人惊讶的284%! 体育用品背后的投资逻辑,不妨借助这次欧洲杯一网打尽! 业绩!业绩!业绩! 最近3年,以安踏、李宁为首的体育用品公司业绩开始爆发,以安踏为例,2018年至2020年的营收增速分别为44.5%、40.6%和5%。 李宁则分别为18.4%、32%和4.2%。 2020年的业绩增速受到新冠疫情影响,大量线下门店关闭,销售受到重创,在如此困难之下,李宁和安踏去年的业绩尚能正增长,本身就已经不平凡了! 2021年,受新疆棉事件影响,国际品牌口碑一落千丈,国产品牌力挺新疆棉,得到国人厚爱,业绩在去年低基数的基础上暴增。 目前已披露的业绩预喜中,李宁预计半年报净利润预增164%、安踏110%,相当惊艳! 国产体育服饰的崛起也吸引了顶级机构的青睐,2021年6月15日,高瓴资本5亿港币认购特步国际发布的可转债,并另投5亿港币用于特步旗下的盖世威和帕拉丁品牌的全球业务。 这种深入产业链的投资,高瓴资本已经不再局限于财务投资了! 从野蛮到国潮崛起! 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