土豆洋洋的个人主页 - 老虎社区

土豆洋洋

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2021-03-26

$一起教育科技(YQ)$ 需要建群的楼下顶帖

2021-08-20

$Robinhood Markets, Inc.(HOOD)$跌漏了

2020-09-24

$Inovio Pharmaceuticals Inc(INO)$ 期权没平有38万张

2021-03-17

$一起教育科技(YQ)$ 垃圾庄，天天这样，很恶心

2021-10-06

$开心汽车(KXIN)$已废

2021-08-20

$Robinhood Markets, Inc.(HOOD)$空军到没

2021-01-14

$一起教育科技(YQ)$ 雷军的股有毒的注意避开

2021-01-14

$一起教育科技(YQ)$ 你们卖了就涨了

2020-10-20

$开心汽车(KXIN)$ 就是不买看看

2021-01-13

$一起教育科技(YQ)$ 几号财报

2020-12-10

$DoorDash, Inc.(DASH)$看看自己玩

2020-10-16

$洪恩教育(IH)$ 不行呀，看来得卸载教育软件了

2021-11-17

用股价说话

从元宇宙看微美全息的长期护城河

2021-10-06

$开心汽车(KXIN)$诱多，渣男代表呀

2021-03-17

$一起教育科技(YQ)$ 垃圾庄，天天这样，很恶心

2021-02-23

$一起教育科技(YQ)$ 他就是个垃圾

2021-02-23

$一起教育科技(YQ)$ 见鬼

2021-02-07

$一起教育科技(YQ)$ 都走，再涨

2020-11-20

$Maravai LifeSciences Holdings, Inc.(MRVI)$ 开不开的

2020-10-16

这篇文章不错，转发给大家看看

上涨潜力超100%，这三只股票可“闭眼买”？

去老虎APP查看更多动态

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雷军的股有毒的注意避开","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335706271","isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335435267,"gmtCreate":1610635501659,"gmtModify":1703745807412,"author":{"id":"3490695697637030","authorId":"3490695697637030","name":"土豆洋洋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490695697637030","authorIdStr":"3490695697637030"},"themes":[],"title":"","htmlText":"$一起教育科技(YQ)$ 你们卖了就涨了","listText":"$一起教育科技(YQ)$ 你们卖了就涨了","text":"$一起教育科技(YQ)$ 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href=\"https://laohu8.com/S/WIMI\">微美全息</a>。微美全息在布局元宇宙这件事上,建立了长期价值护城河,可谓韬光养晦许久。众所周知,经济护城河的投资理念最先由沃伦·巴菲特提出,而在于判断任何选定公司的竞争优势,其中最重要的,是判断这种优势的持续性,被宽阔的、持续的‘护城河’保护的产品或服务会给投资者带来丰厚回报。</p><p>显然“护城河”给予企业长期竞争优势一个更为形象的描述,而具有宽阔“护城河”的公司,其股价处在“安全边际”以内的时候才是投资者入场的良机。就投资而言,关键不在于某个产业的影响力有多大,或者这个产业的成长度有多高,可从竞争优势和估值角度的直观感觉,当前“微美全息元宇宙”似乎很能契合巴菲特的投资理念。</p><p><strong>其一,投资毫不手软</strong></p><p>在投资方面,微美全息目前投资了包括云视图研、无锡三帝人文化、思麦云、云帆VR等多家优质全息企业。今年,微美全息投资优质元宇宙企业无锡三帝人文化直接助力其入主元宇宙赛场。这家公司主要为文化、旅游和教育领域的客户提供基于3D显示的系统产品和解决方案,集计算机软硬件开发、人机互动多媒体开发、3D显示和游戏等服务于一身,是提供各类虚拟现实、增强现实以及混合现实系统高新技术企业。</p><p>微美全息的全息云生态逐渐成型。微美全息通过投资并购在全息AR行业建立了庞大的技术研发生态系统。根据沙利文数据调查推测,全球全息AR市场将快速发展。从2020-2025年,AR软件和内容年增长率为68.7%,AR硬件年增长率为67.9%。微美全息作为全息AR行业上市公司,拥有较高的全球知名度,2021年微美通过投资并购全息AR行业内众多研发公司获得产业聚集和支撑,形成强大的全息AR技术研发生态系统,构建了极具扩张潜力的全息AR价值产业链。</p><p>2021年上半年,微美全息发布了半年财报。微美全息总收入为5.162亿元人民币;毛利润为1.531亿元人民币;<span>净利润</span>为3210万元人民币;研发费用为8610万人民币。这代表着全息AR应用领域需求正在迅速增长,也反映出微美全息AR业务的巨大市场潜力,有能力提供元宇宙软硬件解决方案。得益于元宇宙的爆火,在全息技术发展的驱动下,在AR全息行业有着领先竞争优势,可以看到微美全息开展元宇宙新业务有多符合。</p><p><strong>其二,业务架构倾斜</strong></p><p>微美全息拥有优秀的研发团队,是全息VR/AR行业的起跑者,经过多年的发展,已经建立了完善的全息技术研发体系和全息内容生产与存储体系。2020年开始发展<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>芯片和提供软件解决方案业务,不断取得芯片、显示技术、通讯方式、算法等方面的进步,有效解决全息AR应用领域对3D视觉的需求问题。而后微美全息又推出了VR/AR硬件平台,为迈入元宇宙时代打下市场基础。</p><p>目前有XR头戴式显示器产品“WiMi Hologram SoftLight”,增强现实(AR)头戴式显示器(HMD)新品-“WiMi HoloAR lens”,全息脉冲激光雷达产品 “WiMi HoloPluse LiDAR”等扩充了公司的全息产品组合矩阵,拓展全息AR技术在元宇宙的产品体验。此外,在虚拟社交、虚拟娱乐、虚拟教育、虚拟偶像等领域,随着元宇宙应用的广泛普及,微美全息所在的全息云行业将迎来爆发性成长。抓住元宇宙市场增长机会,完善元宇宙产品矩阵,既有产品结果,又有组织架构支持,微美全息打造元宇宙的决心始终在燃烧着。</p><p><strong>其三,用专利构建护城河</strong></p><p>据数据显示,微美全息截至现在基于成像检测和识别技术、模板匹配和检测技术、视频处理和识别技术等,拥有的全息相关专利是132件,拥有的软件著作权214项,制作的高品质的、高逼真度的全息内容接近5000项。另外宣布向商标局提交“WiMi Metaverse”商标注册,已公开元宇宙领域的专利申请,完善了知识产权保护体系,保持技术领先地位。该公司专利布局主要集中于5G、区块链、云计算、人工智能、图像处理、3D虚拟场景等专业技术领域。</p><p>综上列举这么多,想必也能看到微美全息在元宇宙上的长远打算了。一个企业唯有具备持续性的优势,才能在市场竞争中立于不败之之地。微美全息当然也明白基业长青的道理,所以布局元宇宙的举措就是微美全息为自身挖掘新的企业增长点,挖的的下一个护城河。不难发现,微美全息在很多方面拥有较为突出的竞争优势、行业影响力和价值创造力,构成了它投资价值的“护城河”,这些优势大概也是微美全息被称为“元宇宙先行者”的重要原因。</p><p>有人说,产业互联网是企业端的重要趋势。阿里抓住移动互联网名列全球,<a href=\"https://laohu8.com/S/00700\">腾讯</a>抓住社交也后来居上。时代趋势有很多,如果假定“元宇宙”是正确方向的话,那微美全息已经有了一定的先发优势,用它擅长的地方做大做强去带动其他领域。微美全息的护城河从未竣工,当前是深挖元宇宙,未来呢?值得期待它的成长!</p></article></body></html>","source":"tencent","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\" content=\"telephone=no,email=no,address=no\" />\n<title>从元宇宙看微美全息的长期护城河</title>\n<style 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}\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从元宇宙看微美全息的长期护城河\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 10:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111171111267a0b625e&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面对“元宇宙”频繁上热搜,有人觉得“元宇宙”是道假命题,有人觉得“元宇宙”很遥远。但事实是这样吗?且不妨先看看世界巨头的动作。Facebook宣布更名Meta,并加大投资100亿美元,英伟达推出“工业元宇宙”平台Omniverse,并打通与其他数字平台成为连接元宇宙世界的入口,微软宣布将探索元宇宙技术,罗永浩发微博元宇宙为其下一个创业新项目……值得注意的是,这当中继Facebook改名后,又一...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111171111267a0b625e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d88bccf292fb9de00cb6e5b0d96cfd65","relate_stocks":{"WIMI":"微美全息","BK4009":"广告"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111171111267a0b625e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2184838258","content_text":"面对“元宇宙”频繁上热搜,有人觉得“元宇宙”是道假命题,有人觉得“元宇宙”很遥远。但事实是这样吗?且不妨先看看世界巨头的动作。Facebook宣布更名Meta,并加大投资100亿美元,英伟达推出“工业元宇宙”平台Omniverse,并打通与其他数字平台成为连接元宇宙世界的入口,微软宣布将探索元宇宙技术,罗永浩发微博元宇宙为其下一个创业新项目……值得注意的是,这当中继Facebook改名后,又一科技巨头微软加入了元宇宙领域。8月微软提出“企业元宇宙”解决方案,旨在帮助企业客户实现数字世界与现实世界融为一体,11月微软又在2021年Ignite会议上表示,将正式探索元宇宙技术,并加入这个有着一系列其他大牌品牌和企业的数字世界。当科技巨头纷纷加码元宇宙,这显然反映出人们已经相信,这个新兴的虚拟空间将是现实世界下一波风口红利。据彭博资讯分析,2024年元宇宙的市场规模将达到8000亿美元,某机构也预测2030年元宇宙的市场规模将达到1.5万亿美元。那么该关注哪些公司呢?“元宇宙”产业链上的公司很多,其实可以换个思考方向:“元宇宙”或许是新一代互联网发展的方向,在这个趋势的过程中,资本者可以参与进来,从实业或概念中获利。比如,芯片、新能源、5G、云计算、AI、VR、AR这些独立的未来技术和产业,积极关注相关公司和其发展动态。不过小编今天重点来讲,国内元宇宙的先驱——微美全息。微美全息在布局元宇宙这件事上,建立了长期价值护城河,可谓韬光养晦许久。众所周知,经济护城河的投资理念最先由沃伦·巴菲特提出,而在于判断任何选定公司的竞争优势,其中最重要的,是判断这种优势的持续性,被宽阔的、持续的‘护城河’保护的产品或服务会给投资者带来丰厚回报。显然“护城河”给予企业长期竞争优势一个更为形象的描述,而具有宽阔“护城河”的公司,其股价处在“安全边际”以内的时候才是投资者入场的良机。就投资而言,关键不在于某个产业的影响力有多大,或者这个产业的成长度有多高,可从竞争优势和估值角度的直观感觉,当前“微美全息元宇宙”似乎很能契合巴菲特的投资理念。其一,投资毫不手软在投资方面,微美全息目前投资了包括云视图研、无锡三帝人文化、思麦云、云帆VR等多家优质全息企业。今年,微美全息投资优质元宇宙企业无锡三帝人文化直接助力其入主元宇宙赛场。这家公司主要为文化、旅游和教育领域的客户提供基于3D显示的系统产品和解决方案,集计算机软硬件开发、人机互动多媒体开发、3D显示和游戏等服务于一身,是提供各类虚拟现实、增强现实以及混合现实系统高新技术企业。微美全息的全息云生态逐渐成型。微美全息通过投资并购在全息AR行业建立了庞大的技术研发生态系统。根据沙利文数据调查推测,全球全息AR市场将快速发展。从2020-2025年,AR软件和内容年增长率为68.7%,AR硬件年增长率为67.9%。微美全息作为全息AR行业上市公司,拥有较高的全球知名度,2021年微美通过投资并购全息AR行业内众多研发公司获得产业聚集和支撑,形成强大的全息AR技术研发生态系统,构建了极具扩张潜力的全息AR价值产业链。2021年上半年,微美全息发布了半年财报。微美全息总收入为5.162亿元人民币;毛利润为1.531亿元人民币;净利润为3210万元人民币;研发费用为8610万人民币。这代表着全息AR应用领域需求正在迅速增长,也反映出微美全息AR业务的巨大市场潜力,有能力提供元宇宙软硬件解决方案。得益于元宇宙的爆火,在全息技术发展的驱动下,在AR全息行业有着领先竞争优势,可以看到微美全息开展元宇宙新业务有多符合。其二,业务架构倾斜微美全息拥有优秀的研发团队,是全息VR/AR行业的起跑者,经过多年的发展,已经建立了完善的全息技术研发体系和全息内容生产与存储体系。2020年开始发展智能芯片和提供软件解决方案业务,不断取得芯片、显示技术、通讯方式、算法等方面的进步,有效解决全息AR应用领域对3D视觉的需求问题。而后微美全息又推出了VR/AR硬件平台,为迈入元宇宙时代打下市场基础。目前有XR头戴式显示器产品“WiMi Hologram SoftLight”,增强现实(AR)头戴式显示器(HMD)新品-“WiMi HoloAR lens”,全息脉冲激光雷达产品 “WiMi HoloPluse LiDAR”等扩充了公司的全息产品组合矩阵,拓展全息AR技术在元宇宙的产品体验。此外,在虚拟社交、虚拟娱乐、虚拟教育、虚拟偶像等领域,随着元宇宙应用的广泛普及,微美全息所在的全息云行业将迎来爆发性成长。抓住元宇宙市场增长机会,完善元宇宙产品矩阵,既有产品结果,又有组织架构支持,微美全息打造元宇宙的决心始终在燃烧着。其三,用专利构建护城河据数据显示,微美全息截至现在基于成像检测和识别技术、模板匹配和检测技术、视频处理和识别技术等,拥有的全息相关专利是132件,拥有的软件著作权214项,制作的高品质的、高逼真度的全息内容接近5000项。另外宣布向商标局提交“WiMi Metaverse”商标注册,已公开元宇宙领域的专利申请,完善了知识产权保护体系,保持技术领先地位。该公司专利布局主要集中于5G、区块链、云计算、人工智能、图像处理、3D虚拟场景等专业技术领域。综上列举这么多,想必也能看到微美全息在元宇宙上的长远打算了。一个企业唯有具备持续性的优势,才能在市场竞争中立于不败之之地。微美全息当然也明白基业长青的道理,所以布局元宇宙的举措就是微美全息为自身挖掘新的企业增长点,挖的的下一个护城河。不难发现,微美全息在很多方面拥有较为突出的竞争优势、行业影响力和价值创造力,构成了它投资价值的“护城河”,这些优势大概也是微美全息被称为“元宇宙先行者”的重要原因。有人说,产业互联网是企业端的重要趋势。阿里抓住移动互联网名列全球,腾讯抓住社交也后来居上。时代趋势有很多,如果假定“元宇宙”是正确方向的话,那微美全息已经有了一定的先发优势,用它擅长的地方做大做强去带动其他领域。微美全息的护城河从未竣工,当前是深挖元宇宙,未来呢?值得期待它的成长!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829556465,"gmtCreate":1633529160614,"gmtModify":1633532790812,"author":{"id":"3490695697637030","authorId":"3490695697637030","name":"土豆洋洋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490695697637030","idStr":"3490695697637030"},"themes":[],"htmlText":"<a 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21:43","market":"us","language":"zh","title":"上涨潜力超100%，这三只股票可“闭眼买”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1195741655","media":"美股研究社","summary":"预计这三只股未来涨幅超100%选举日即将来临，华尔街将赌注押在了民主党的横扫上。在9月29日的总统大选辩论之后，市场上拜登获胜的几率一直在增加。自9月30日以来，标准普尔500指数已上涨5.5%。尽管","content":"<p><img src=\"https://static.tigerbbs.com/6cb7b9ac9d57aaa0d0b1a1a8c64bb785\" tg-width=\"500\" tg-height=\"333\">预计这三只股未来涨幅超100%</p><p>选举日即将来临，华尔街将赌注押在了民主党的横扫上。在9月29日的总统大选辩论之后，市场上拜登获胜的几率一直在增加。</p><p>自9月30日以来，标准普尔500指数已上涨5.5%。尽管如此，投资者转向周期股和小盘股的趋势要明显得多，罗素2000指数同期上涨8.5%。</p><p>分析师Tavis McCour认为，转向周期股和小型股提供了一些证据，显示在民主党大胜的情况下，市场将如何转向，其逻辑是财政支持更强，收益率曲线更陡，周期性复苏更快。\"</p><p>McCour指出，“在此背景下，经济数据具有显著的可持续性，并可能对每股收益产生积极影响。”这位策略师表示，亚特兰大联邦储备银行用于估算实际GDP的GDPNow模型自7月份以来出现了实质性增长，自5月份以来，该公司的分析师几乎每周都倾向于上调对2020年每股收益的预期。他指出，“自8月中旬以来，标准普尔500指数的所有板块对2020年每股盈馀的预期都有所上升(这并不正常)。第三季度的收益应该不错，收益仍然很重要。”</p><p>考虑到这一点，我们将注意力转向了Raymond James支持的三只股票，该公司的分析师指出，每只股票都可能从目前的水平上暴涨超过100%。在TipRanks的数据库中查看这些股票，我们发现华尔街其他分析师也在关注这些股票，它们每个都拥有“强烈购买”的共识评级。</p><p><b>Catalyst Biosciences</b>&nbsp;</p><p>Catalyst Biosciences专注于解决罕见止血和补充介导疾病中未被满足的需求，希望改善世界各地患者的生活。基于开发进度，Raymond James认为其每股4.80美元的股价可能反映出理想的切入点。</p><p>在该公司提供了其主要资产MarzAA和DalcA为第三阶段准备的最新进展后，该公司分析师David Novak指出，他的看涨观点基本没有改变。MarzAA是下一代SQ FVIIa，用于治疗血友病A或B的潜在抑制剂，而DalcA是为血友病B设计的SQ固定剂。</p><p>“我们认为，CBIO的两项三期就绪资产正在抓住重大的市场机会，其股票目前的企业价值在200万美元左右。我们相信，该公司在未来12个月的市场重估中处于有利地位，”Novak评论道。</p><p>Novak强调了它在国际血栓和止血学会(ISTH)虚拟会议上的海报展示，他相信这些数据支持在即将到来的第三阶段的CRIMSON-1试验中为MarzAA选择的剂量方案。最重要的是，在世界血友病联合会虚拟峰会上发布了来自DalcA 2b期试验的强大安全性和有效性数据。</p><p>为此，Novak看到了几个潜在的催化剂。MarzAA的3期试验的首位患者在A2或B血友病患者中的抑制剂定于2020年下半年入组，但这可能会受到冠状病毒病而延迟。此外，MarzAA将在FVII缺乏症患者、血栓性Glanzmann Thrombastenia患者和使用Hemlibra患者中进行1/2期试验，该试验将于2020年底开始。</p><p>Novak认为，修复基因疗法候选方案的宣布和系统性补体抑制剂候选方案都将在2020年晚些时候发布，这将带来更多的利好消息。</p><p>为此，Novak对CBIO的评级为“跑赢大盘”(即买入)，目标价为20美元。如果未来12个月实现这一目标，投资者可能会获得317%的大幅收益。</p><p>其他分析师也的看法也差不多。有3个“买入”评级，没有持有或卖出评级，因此共识评级是一个强劲的“买入”。平均目标价为19.33美元，意味着较当前水平有303%的上涨潜力。</p><p><b>Mirum Pharmaceuticals</b></p><p>Mirum Pharmaceuticals的目标是为肝病患者创造改变生活的疗法，他们相信自己的方法可以解决潜在的原因。在提交一份重要文件之前，Raymond James很喜欢他目前所看到的情况。</p><p>五星级分析师Steven Seedhouse为公司撰文指出,的乐观态度是由MIRM的新计划推动的，该新计划向欧洲药品管理局（EMA）提交了针对maralixibat（MRX）的MAA申请。可能会在2020年第4季度的PFIC2中用于多种适应症。</p><p>尽管此文件将在正在进行的MARCH 3期研究结束之前提交，但Seedhouse指出，此举符合其与EMA的讨论。根据分析师的说法，根据NAPPED进行的统计分析，该数据将第2阶段数据（包括长期无移植存活数据）与自然历史数据进行了比较，EMA已接受MIRM的战略申请全面批准。</p><p>“因此，我们增强了MRX将在PFIC2中获得批准的信心，我们估计将在2022年第一季度实现(高于我们对2H22的估计)，”Seedhouse提到。MRX已经有一个非常大的安全数据库，这有助于他的乐观立场，因为它已经在多个研究中评估了多种适应症(NASH, ALGS和PFIC)。</p><p>此外,第2期INDIGO研究显示，整个PFIC2人群瘙痒改善明显（ItchRO评分），以6名有反应的患者为例，这些患者均患有以非截短性胆盐输出泵（BSEP）蛋白为特征的疾病。大约一半的PFIC患者属于这一类。</p><p>查看MRX五年结果的数据，在7名实现sBA控制的非截断PFIC2患者中建立了无移植生存期。如果那还不够的话，就没有任何临床事件发生，并且7名患者中有2名退出了移植等待名单。</p><p>Seedhouse补充说:“NAPPED协会的自然历史数据进一步支持了这一数据，该数据显示，sBA水平控制在102 mol/ l以下的胆道分流患者15年的原生肝脏生存率为100%。”</p><p>MIRM所具备的一切都说服了Seedhouse对该股给出了强烈的买入评级。他将目标价定为48美元，暗示有140%的上涨潜力。</p><p>其他分析师也同意吗?是的。过去3个月里只发布了买入评级，确切地说是5个买入评级。因此，信息是明确的:MIRM是一个强劲的买入。考虑到49.50美元的平均目标价，该公司股价明年可能飙升150%。</p><p><b>PolyPid </b></p><p>最后但并非最不重要的是PolyPid，其发展局部管理治疗，以改善手术结果。鉴于其PLEX(聚合脂包封基质)技术的强大，这是一个固定在手术部位的平台，可以提供可控和连续的药物输送，Raymond James认为是时候开始行动了。</p><p>该公司今年6月才首次公开募股，就已经给公司分析师Elliot Wilbur留下了深刻印象。看看它的D-PLEX100产品，它在8月份被FDA批准为预防腹部手术后部位感染(SSIs)的快速通道指定。快速通道的设计给了PYPD一个优势，因为它增加了与FDA沟通的频率。此外，它支持滚动提交NDA，允许公司在申请完成时提交部分申请，加快了审查过程。</p><p>“虽然早期的批准不能保证快速通道的指定，但公司和FDA对于D-PLEX100有潜力解决SSI市场未满足的医疗需求的额外资源，应该被视为是积极的”Wilbur说。</p><p>今年7月，PYPD在其随机的SHIELD I试验中招募了第一位患者(手术部位医院获得性感染预防与局部D-plex)，这是评估D-PLEX100在腹部手术后(软组织)手术部位感染的两项三期临床试验中的第一项。主要终点是预防深层或浅层手术部位感染，这是由一个盲性审查委员会在腹部手术后30天内确定的。</p><p>Wilbur期望D-PLEX100在伤口局部应用，并通过数千双膜聚合物和脂质进行延长释放，以提高目前标准护理(SoC)的有效性和安全性，目前的标准护理(SoC)通常需要在切口前注射抗生素。</p><p>应该注意的是,SHIELD I仍有望在全球60个中心招募600-900名患者，从以色列和欧洲的中心开始，然后再继续到美国。“管理层认为该试验的COVID-19大流行预期影响最小，并且可靠的顶线数据（预计于2021年下半年），再加上快速通道名称的好处，可能足以使该药尽早获得批准。”Wilbur说。</p><p>随着SHIELD II计划于2020年末启动，它将作为第二个潜在的确认性第三阶段试验，Wilbur看到了一个激动人心的机会。</p><p>那么，Wilbur站在多头一边也就不足为奇了。除增持评级外，该股目标价仍在23美元，显示出128%的上行潜力。</p><p>华尔街的其他分析师会说什么呢?其他分析师也赞同Wilbur的看法。PYPD的强烈买入共识评级由4个买入评级而来，没有持有或卖出。平均目标价为25.50美元，上涨潜力为153%。</p>","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\" content=\"telephone=no,email=no,address=no\" />\n<title>上涨潜力超100%，这三只股票可“闭眼买”？</title>\n<style 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}\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上涨潜力超100%，这三只股票可“闭眼买”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2020-10-15 21:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/6cb7b9ac9d57aaa0d0b1a1a8c64bb785\" tg-width=\"500\" tg-height=\"333\">预计这三只股未来涨幅超100%</p><p>选举日即将来临，华尔街将赌注押在了民主党的横扫上。在9月29日的总统大选辩论之后，市场上拜登获胜的几率一直在增加。</p><p>自9月30日以来，标准普尔500指数已上涨5.5%。尽管如此，投资者转向周期股和小盘股的趋势要明显得多，罗素2000指数同期上涨8.5%。</p><p>分析师Tavis McCour认为，转向周期股和小型股提供了一些证据，显示在民主党大胜的情况下，市场将如何转向，其逻辑是财政支持更强，收益率曲线更陡，周期性复苏更快。\"</p><p>McCour指出，“在此背景下，经济数据具有显著的可持续性，并可能对每股收益产生积极影响。”这位策略师表示，亚特兰大联邦储备银行用于估算实际GDP的GDPNow模型自7月份以来出现了实质性增长，自5月份以来，该公司的分析师几乎每周都倾向于上调对2020年每股收益的预期。他指出，“自8月中旬以来，标准普尔500指数的所有板块对2020年每股盈馀的预期都有所上升(这并不正常)。第三季度的收益应该不错，收益仍然很重要。”</p><p>考虑到这一点，我们将注意力转向了Raymond James支持的三只股票，该公司的分析师指出，每只股票都可能从目前的水平上暴涨超过100%。在TipRanks的数据库中查看这些股票，我们发现华尔街其他分析师也在关注这些股票，它们每个都拥有“强烈购买”的共识评级。</p><p><b>Catalyst Biosciences</b>&nbsp;</p><p>Catalyst Biosciences专注于解决罕见止血和补充介导疾病中未被满足的需求，希望改善世界各地患者的生活。基于开发进度，Raymond James认为其每股4.80美元的股价可能反映出理想的切入点。</p><p>在该公司提供了其主要资产MarzAA和DalcA为第三阶段准备的最新进展后，该公司分析师David Novak指出，他的看涨观点基本没有改变。MarzAA是下一代SQ FVIIa，用于治疗血友病A或B的潜在抑制剂，而DalcA是为血友病B设计的SQ固定剂。</p><p>“我们认为，CBIO的两项三期就绪资产正在抓住重大的市场机会，其股票目前的企业价值在200万美元左右。我们相信，该公司在未来12个月的市场重估中处于有利地位，”Novak评论道。</p><p>Novak强调了它在国际血栓和止血学会(ISTH)虚拟会议上的海报展示，他相信这些数据支持在即将到来的第三阶段的CRIMSON-1试验中为MarzAA选择的剂量方案。最重要的是，在世界血友病联合会虚拟峰会上发布了来自DalcA 2b期试验的强大安全性和有效性数据。</p><p>为此，Novak看到了几个潜在的催化剂。MarzAA的3期试验的首位患者在A2或B血友病患者中的抑制剂定于2020年下半年入组，但这可能会受到冠状病毒病而延迟。此外，MarzAA将在FVII缺乏症患者、血栓性Glanzmann Thrombastenia患者和使用Hemlibra患者中进行1/2期试验，该试验将于2020年底开始。</p><p>Novak认为，修复基因疗法候选方案的宣布和系统性补体抑制剂候选方案都将在2020年晚些时候发布，这将带来更多的利好消息。</p><p>为此，Novak对CBIO的评级为“跑赢大盘”(即买入)，目标价为20美元。如果未来12个月实现这一目标，投资者可能会获得317%的大幅收益。</p><p>其他分析师也的看法也差不多。有3个“买入”评级，没有持有或卖出评级，因此共识评级是一个强劲的“买入”。平均目标价为19.33美元，意味着较当前水平有303%的上涨潜力。</p><p><b>Mirum Pharmaceuticals</b></p><p>Mirum Pharmaceuticals的目标是为肝病患者创造改变生活的疗法，他们相信自己的方法可以解决潜在的原因。在提交一份重要文件之前，Raymond James很喜欢他目前所看到的情况。</p><p>五星级分析师Steven Seedhouse为公司撰文指出,的乐观态度是由MIRM的新计划推动的，该新计划向欧洲药品管理局（EMA）提交了针对maralixibat（MRX）的MAA申请。可能会在2020年第4季度的PFIC2中用于多种适应症。</p><p>尽管此文件将在正在进行的MARCH 3期研究结束之前提交，但Seedhouse指出，此举符合其与EMA的讨论。根据分析师的说法，根据NAPPED进行的统计分析，该数据将第2阶段数据（包括长期无移植存活数据）与自然历史数据进行了比较，EMA已接受MIRM的战略申请全面批准。</p><p>“因此，我们增强了MRX将在PFIC2中获得批准的信心，我们估计将在2022年第一季度实现(高于我们对2H22的估计)，”Seedhouse提到。MRX已经有一个非常大的安全数据库，这有助于他的乐观立场，因为它已经在多个研究中评估了多种适应症(NASH, ALGS和PFIC)。</p><p>此外,第2期INDIGO研究显示，整个PFIC2人群瘙痒改善明显（ItchRO评分），以6名有反应的患者为例，这些患者均患有以非截短性胆盐输出泵（BSEP）蛋白为特征的疾病。大约一半的PFIC患者属于这一类。</p><p>查看MRX五年结果的数据，在7名实现sBA控制的非截断PFIC2患者中建立了无移植生存期。如果那还不够的话，就没有任何临床事件发生，并且7名患者中有2名退出了移植等待名单。</p><p>Seedhouse补充说:“NAPPED协会的自然历史数据进一步支持了这一数据，该数据显示，sBA水平控制在102 mol/ l以下的胆道分流患者15年的原生肝脏生存率为100%。”</p><p>MIRM所具备的一切都说服了Seedhouse对该股给出了强烈的买入评级。他将目标价定为48美元，暗示有140%的上涨潜力。</p><p>其他分析师也同意吗?是的。过去3个月里只发布了买入评级，确切地说是5个买入评级。因此，信息是明确的:MIRM是一个强劲的买入。考虑到49.50美元的平均目标价，该公司股价明年可能飙升150%。</p><p><b>PolyPid </b></p><p>最后但并非最不重要的是PolyPid，其发展局部管理治疗，以改善手术结果。鉴于其PLEX(聚合脂包封基质)技术的强大，这是一个固定在手术部位的平台，可以提供可控和连续的药物输送，Raymond James认为是时候开始行动了。</p><p>该公司今年6月才首次公开募股，就已经给公司分析师Elliot Wilbur留下了深刻印象。看看它的D-PLEX100产品，它在8月份被FDA批准为预防腹部手术后部位感染(SSIs)的快速通道指定。快速通道的设计给了PYPD一个优势，因为它增加了与FDA沟通的频率。此外，它支持滚动提交NDA，允许公司在申请完成时提交部分申请，加快了审查过程。</p><p>“虽然早期的批准不能保证快速通道的指定，但公司和FDA对于D-PLEX100有潜力解决SSI市场未满足的医疗需求的额外资源，应该被视为是积极的”Wilbur说。</p><p>今年7月，PYPD在其随机的SHIELD I试验中招募了第一位患者(手术部位医院获得性感染预防与局部D-plex)，这是评估D-PLEX100在腹部手术后(软组织)手术部位感染的两项三期临床试验中的第一项。主要终点是预防深层或浅层手术部位感染，这是由一个盲性审查委员会在腹部手术后30天内确定的。</p><p>Wilbur期望D-PLEX100在伤口局部应用，并通过数千双膜聚合物和脂质进行延长释放，以提高目前标准护理(SoC)的有效性和安全性，目前的标准护理(SoC)通常需要在切口前注射抗生素。</p><p>应该注意的是,SHIELD I仍有望在全球60个中心招募600-900名患者，从以色列和欧洲的中心开始，然后再继续到美国。“管理层认为该试验的COVID-19大流行预期影响最小，并且可靠的顶线数据（预计于2021年下半年），再加上快速通道名称的好处，可能足以使该药尽早获得批准。”Wilbur说。</p><p>随着SHIELD II计划于2020年末启动，它将作为第二个潜在的确认性第三阶段试验，Wilbur看到了一个激动人心的机会。</p><p>那么，Wilbur站在多头一边也就不足为奇了。除增持评级外，该股目标价仍在23美元，显示出128%的上行潜力。</p><p>华尔街的其他分析师会说什么呢?其他分析师也赞同Wilbur的看法。PYPD的强烈买入共识评级由4个买入评级而来，没有持有或卖出。平均目标价为25.50美元，上涨潜力为153%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6cb7b9ac9d57aaa0d0b1a1a8c64bb785","relate_stocks":{"MIRM":"Mirum Pharmaceuticals, Inc.","PYPD":"PolyPid Ltd."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195741655","content_text":"预计这三只股未来涨幅超100%选举日即将来临，华尔街将赌注押在了民主党的横扫上。在9月29日的总统大选辩论之后，市场上拜登获胜的几率一直在增加。自9月30日以来，标准普尔500指数已上涨5.5%。尽管如此，投资者转向周期股和小盘股的趋势要明显得多，罗素2000指数同期上涨8.5%。分析师Tavis McCour认为，转向周期股和小型股提供了一些证据，显示在民主党大胜的情况下，市场将如何转向，其逻辑是财政支持更强，收益率曲线更陡，周期性复苏更快。\"McCour指出，“在此背景下，经济数据具有显著的可持续性，并可能对每股收益产生积极影响。”这位策略师表示，亚特兰大联邦储备银行用于估算实际GDP的GDPNow模型自7月份以来出现了实质性增长，自5月份以来，该公司的分析师几乎每周都倾向于上调对2020年每股收益的预期。他指出，“自8月中旬以来，标准普尔500指数的所有板块对2020年每股盈馀的预期都有所上升(这并不正常)。第三季度的收益应该不错，收益仍然很重要。”考虑到这一点，我们将注意力转向了Raymond James支持的三只股票，该公司的分析师指出，每只股票都可能从目前的水平上暴涨超过100%。在TipRanks的数据库中查看这些股票，我们发现华尔街其他分析师也在关注这些股票，它们每个都拥有“强烈购买”的共识评级。Catalyst Biosciences Catalyst Biosciences专注于解决罕见止血和补充介导疾病中未被满足的需求，希望改善世界各地患者的生活。基于开发进度，Raymond James认为其每股4.80美元的股价可能反映出理想的切入点。在该公司提供了其主要资产MarzAA和DalcA为第三阶段准备的最新进展后，该公司分析师David Novak指出，他的看涨观点基本没有改变。MarzAA是下一代SQ FVIIa，用于治疗血友病A或B的潜在抑制剂，而DalcA是为血友病B设计的SQ固定剂。“我们认为，CBIO的两项三期就绪资产正在抓住重大的市场机会，其股票目前的企业价值在200万美元左右。我们相信，该公司在未来12个月的市场重估中处于有利地位，”Novak评论道。Novak强调了它在国际血栓和止血学会(ISTH)虚拟会议上的海报展示，他相信这些数据支持在即将到来的第三阶段的CRIMSON-1试验中为MarzAA选择的剂量方案。最重要的是，在世界血友病联合会虚拟峰会上发布了来自DalcA 2b期试验的强大安全性和有效性数据。为此，Novak看到了几个潜在的催化剂。MarzAA的3期试验的首位患者在A2或B血友病患者中的抑制剂定于2020年下半年入组，但这可能会受到冠状病毒病而延迟。此外，MarzAA将在FVII缺乏症患者、血栓性Glanzmann Thrombastenia患者和使用Hemlibra患者中进行1/2期试验，该试验将于2020年底开始。Novak认为，修复基因疗法候选方案的宣布和系统性补体抑制剂候选方案都将在2020年晚些时候发布，这将带来更多的利好消息。为此，Novak对CBIO的评级为“跑赢大盘”(即买入)，目标价为20美元。如果未来12个月实现这一目标，投资者可能会获得317%的大幅收益。其他分析师也的看法也差不多。有3个“买入”评级，没有持有或卖出评级，因此共识评级是一个强劲的“买入”。平均目标价为19.33美元，意味着较当前水平有303%的上涨潜力。Mirum PharmaceuticalsMirum Pharmaceuticals的目标是为肝病患者创造改变生活的疗法，他们相信自己的方法可以解决潜在的原因。在提交一份重要文件之前，Raymond James很喜欢他目前所看到的情况。五星级分析师Steven Seedhouse为公司撰文指出,的乐观态度是由MIRM的新计划推动的，该新计划向欧洲药品管理局（EMA）提交了针对maralixibat（MRX）的MAA申请。可能会在2020年第4季度的PFIC2中用于多种适应症。尽管此文件将在正在进行的MARCH 3期研究结束之前提交，但Seedhouse指出，此举符合其与EMA的讨论。根据分析师的说法，根据NAPPED进行的统计分析，该数据将第2阶段数据（包括长期无移植存活数据）与自然历史数据进行了比较，EMA已接受MIRM的战略申请全面批准。“因此，我们增强了MRX将在PFIC2中获得批准的信心，我们估计将在2022年第一季度实现(高于我们对2H22的估计)，”Seedhouse提到。MRX已经有一个非常大的安全数据库，这有助于他的乐观立场，因为它已经在多个研究中评估了多种适应症(NASH, ALGS和PFIC)。此外,第2期INDIGO研究显示，整个PFIC2人群瘙痒改善明显（ItchRO评分），以6名有反应的患者为例，这些患者均患有以非截短性胆盐输出泵（BSEP）蛋白为特征的疾病。大约一半的PFIC患者属于这一类。查看MRX五年结果的数据，在7名实现sBA控制的非截断PFIC2患者中建立了无移植生存期。如果那还不够的话，就没有任何临床事件发生，并且7名患者中有2名退出了移植等待名单。Seedhouse补充说:“NAPPED协会的自然历史数据进一步支持了这一数据，该数据显示，sBA水平控制在102 mol/ l以下的胆道分流患者15年的原生肝脏生存率为100%。”MIRM所具备的一切都说服了Seedhouse对该股给出了强烈的买入评级。他将目标价定为48美元，暗示有140%的上涨潜力。其他分析师也同意吗?是的。过去3个月里只发布了买入评级，确切地说是5个买入评级。因此，信息是明确的:MIRM是一个强劲的买入。考虑到49.50美元的平均目标价，该公司股价明年可能飙升150%。PolyPid 最后但并非最不重要的是PolyPid，其发展局部管理治疗，以改善手术结果。鉴于其PLEX(聚合脂包封基质)技术的强大，这是一个固定在手术部位的平台，可以提供可控和连续的药物输送，Raymond James认为是时候开始行动了。该公司今年6月才首次公开募股，就已经给公司分析师Elliot Wilbur留下了深刻印象。看看它的D-PLEX100产品，它在8月份被FDA批准为预防腹部手术后部位感染(SSIs)的快速通道指定。快速通道的设计给了PYPD一个优势，因为它增加了与FDA沟通的频率。此外，它支持滚动提交NDA，允许公司在申请完成时提交部分申请，加快了审查过程。“虽然早期的批准不能保证快速通道的指定，但公司和FDA对于D-PLEX100有潜力解决SSI市场未满足的医疗需求的额外资源，应该被视为是积极的”Wilbur说。今年7月，PYPD在其随机的SHIELD I试验中招募了第一位患者(手术部位医院获得性感染预防与局部D-plex)，这是评估D-PLEX100在腹部手术后(软组织)手术部位感染的两项三期临床试验中的第一项。主要终点是预防深层或浅层手术部位感染，这是由一个盲性审查委员会在腹部手术后30天内确定的。Wilbur期望D-PLEX100在伤口局部应用，并通过数千双膜聚合物和脂质进行延长释放，以提高目前标准护理(SoC)的有效性和安全性，目前的标准护理(SoC)通常需要在切口前注射抗生素。应该注意的是,SHIELD I仍有望在全球60个中心招募600-900名患者，从以色列和欧洲的中心开始，然后再继续到美国。“管理层认为该试验的COVID-19大流行预期影响最小，并且可靠的顶线数据（预计于2021年下半年），再加上快速通道名称的好处，可能足以使该药尽早获得批准。”Wilbur说。随着SHIELD II计划于2020年末启动，它将作为第二个潜在的确认性第三阶段试验，Wilbur看到了一个激动人心的机会。那么，Wilbur站在多头一边也就不足为奇了。除增持评级外，该股目标价仍在23美元，显示出128%的上行潜力。华尔街的其他分析师会说什么呢?其他分析师也赞同Wilbur的看法。PYPD的强烈买入共识评级由4个买入评级而来，没有持有或卖出。平均目标价为25.50美元，上涨潜力为153%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}