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玩过VR过山车
2022-09-08
$道琼斯(.DJI)$
什么美联储的债务之困,那都是纸上谈兵扯犊子,我今天看到东莞路上的货柜车排起了长龙,堵车,那些货柜车都是去往深圳的,然后是不是抢在中秋节之前,交货给客户,我估计就是通过海关,装船运往美国。这样一来,美国的CPI就会掉下来了,那美股还不涨上天了?所以我建议三倍做多美股,妥妥的稳赚不赔。
玩过VR过山车
2022-08-26
$叮咚买菜(DDL)$
小爷卖出了,赚了8000元,先落袋为安。
玩过VR过山车
2022-04-22
$知乎-W(02390)$
开曼群岛上市的就没兴趣了,这票最多值4元,该贴永久有效。
玩过VR过山车
2021-11-01
张磊别学我,我是看好恒瑞医药的创新能力,才在一个月前投资了恒瑞医药的。目前还埋伏了朗科科技,数字货币龙头股。
高瓴的逻辑变了!
玩过VR过山车
2021-07-28
$洛克希德马丁(LMT)$
该司有俩✈️在日本玩耍是惨遭雷批,需要250万美元维修,OMGD,不得瑟了吧,完犊子了吧[开心] [开心]
玩过VR过山车
2021-07-22
$亚马逊(AMZN)$
贝佐斯完犊子了,之前他大骂特朗普,希望把特朗普送到太空去,别回来了。现在反了,特朗普要把他送到太空,特朗普说了,希望永远别让他再回到地球。那特朗普发话了,估计他和他的亚马逊,要么克隆一个贝佐斯,要么股价一路阴跌到500元,至于他媳妇,答:官方已经提前安排他们离婚了。
玩过VR过山车
2021-06-30
$彩讯股份(300634)$
彩讯股份上榜了666
玩过VR过山车
2021-06-25
$Playtika Holding Corp.(PLTK)$
我看懂了,监管层是担心老史玩洗钱,就是明面上是正常的重组收购,实际上是通过这一手,可以帮内地贪官洗钱。监管层的担心是对的,但我觉得可能没有这么严重,证据就是: 老史这么执着于pltk好几年,如果就是为了犯罪,那显然不符合犯罪心理常识,你见过一个犯罪者策划好几年的吗?有,但很少,因为只要是犯罪,那就一定是从快进行,很少有人策划好几年的,所以贫生认为,这事大概能成,PLTK和巨人网络大概率都会上冲一波。老史卧薪尝胆4年,只为一飞冲天,重回昔日荣光。
玩过VR过山车
2021-05-12
$Unity Software Inc.(U)$
挖坑喽
去老虎APP查看更多动态
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10:13","market":"sh","language":"zh","title":"高瓴的逻辑变了!","url":"https://stock-news.laohu8.com/highlight/detail?id=2180222822","media":"上海证券报 ","summary":"可谓是高瓴资本三季度持仓变化的主线。与此同时,高瓴资本在第三季度共调研75次,覆盖机械设备、化工、电子、家用电器、医药生物、有色金属等行业的59家A股公司,其中关注度最高的三家为$汇川技术$、$歌尔股份$、$长春高新$。","content":"<div>\n<p>“卖!卖!卖!”可谓是高瓴资本三季度持仓变化的主线。\n数据显示,就A股公司披露的三季报来看,高瓴资本减持了宁德时代、良品铺子、公牛集团;更是跌出凯莱英、爱尔眼科等公司前十大股东榜单;依然“锁仓”的有隆基股份、海螺水泥、恒瑞医药等。\n与此同时,高瓴资本在第三季度共调研75次,覆盖机械设备、化工、电子、家用电器、医药生物、有色金属等行业的59家A股公司,其中关注度最高的三家为汇川技术、歌尔股份、长春...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zldx/2021-11-01/doc-iktzscyy2917867.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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>高瓴的逻辑变了!</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高瓴的逻辑变了!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 10:13 北京时间 <a href=https://finance.sina.com.cn/stock/zldx/2021-11-01/doc-iktzscyy2917867.shtml><strong>上海证券报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“卖!卖!卖!”可谓是高瓴资本三季度持仓变化的主线。\n数据显示,就A股公司披露的三季报来看,高瓴资本减持了宁德时代、良品铺子、公牛集团;更是跌出凯莱英、爱尔眼科等公司前十大股东榜单;依然“锁仓”的有隆基股份、海螺水泥、恒瑞医药等。\n与此同时,高瓴资本在第三季度共调研75次,覆盖机械设备、化工、电子、家用电器、医药生物、有色金属等行业的59家A股公司,其中关注度最高的三家为汇川技术、歌尔股份、长春...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zldx/2021-11-01/doc-iktzscyy2917867.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/zldx/2021-11-01/doc-iktzscyy2917867.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2180222822","content_text":"“卖!卖!卖!”可谓是高瓴资本三季度持仓变化的主线。\n数据显示,就A股公司披露的三季报来看,高瓴资本减持了宁德时代、良品铺子、公牛集团;更是跌出凯莱英、爱尔眼科等公司前十大股东榜单;依然“锁仓”的有隆基股份、海螺水泥、恒瑞医药等。\n与此同时,高瓴资本在第三季度共调研75次,覆盖机械设备、化工、电子、家用电器、医药生物、有色金属等行业的59家A股公司,其中关注度最高的三家为汇川技术、歌尔股份、长春高新。\n密集调研新能源产业链\n今年以来,在a股市场表现最为抢眼的当属新能源板块,宁德时代无疑是个中的“明星股”。10月28日,宁德时代披露三季报,前三季度公司实现营收733.62亿元,同比增长9.38%;净利润77.51亿元,同比增长130.90%。\n与业绩表现同样抢眼的还有股价,今年以来屡创新高。2020年7月,宁德时代发布197亿元定增,高瓴资本以161元/股的价格获配超6000万股。2021年2月4日该定增股份迎来解禁,按照当日收盘价计算,高瓴资本浮盈幅度超过140%。\n解禁后不久,高瓴资本便开始了减持动作。公告显示,截至上半年末,高瓴资本持有宁德时代4480.59万股,相比一季报时的5279.50万股,减少798.94万股;第三季度,高瓴资本继续减持了219.88万股,持股数量降至4260.69万股,从第七大股东降至第八大股东。\n但值得注意的是,高瓴资本在不断减持宁德时代的同时,却对新能源产业链上下游公司进行了密集的调研,对新能源赛道热情不减。\n公开调研信息显示,下半年以来,高瓴资本在锂电池相关业务领域,调研了恩捷股份、天赐材料、多氟多、容百科技、孚能科技、格林美等;在新能源汽车整车零部件领域,调研了麦格米特、奥普特、汇川技术、华工科技、三花智控等,且多家公司被高频调研。\n以汇川技术为例,高瓴资本曾在8月24日、9月6日、9月10日、10月28日多次参与公司调研。汇川技术在调研中谈及公司服务的三大领域之一的新能源汽车时表示,公司在新能源汽车方面的解决方案较全面,包括电驱系统(电机控制器、电机、动力总成)、电源系统(DC/DC、OBC、电源总成)。\n图片来源:汇川技术10月28日投资者调研记录表\n再看同属于化工行业的天赐材料和多氟多。天赐材料主要产品为锂离子电池材料(锂离子电池电解液、正极材料磷酸铁锂)、日化材料及特种化学品。多氟多主要经营铝用氟化盐、新材料、锂电池。\n前三季度,两家公司业绩均表现亮眼,天赐材料营收66.23亿元,同比增长145.70%;净利润15.54亿元,同比增长199.72%。多氟多营收53.07亿元,同比增长85.36%;扣非净利润7.18亿元,同比增长1017.75%。\n图片来源:天赐材料10月27日投资者调研记录表\n公告显示,高瓴资本曾在8月24日、10月27日参与天赐材料调研;在8月26日参与多氟多调研。调研问题大多围绕公司主业展开,新能源赛道的布局及产能情况也是焦点。如在调研天赐材料时,新的年产6万吨六氟磷酸锂项目的进度、明年回收做磷酸铁的出货量预期、vc及其他新型添加剂的布局情况等多有问及。\n凯莱英、爱尔眼科等遭卖出\n第三季度,高瓴资本在其偏爱的医药领域亦有所动作,减持对象也多为“明星股”,如凯莱英、爱尔眼科等,且均跌出公司前十大股东榜单。\n数据显示,截至三季度末,高瓴资本共出现在6只股票的十大股东之中,分别为宁德时代、隆基股份、恒瑞医药、广联达、格力电器、海螺水泥,期末参考市值合计为557.48亿元。同时,高瓴资本旗下的礼仁卓越长青二期私募证券投资基金依然持有安图生物、丽珠集团、华兰生物等。\n以凯莱英为例,2020年10月,高瓴资本参与公司定增认购440.53万股,认购价为227元/股,占增发新股总数的近一半。\n“作为凯莱英的长期支持者,我们将继续推动完善旗下医疗产业平台和被投企业生态……”张磊在其著作《价值》一书中将凯莱英作为持续创新的全产业链医疗企业案例。\n据悉,凯莱英主要从事符合美国FDA审批的cGMP标准原料药、关键中间体、制剂产品及生物产品的研究开发、工艺优化及规模化生产。截至2020年末,高瓴资本持有凯莱英440.53万股,占总股本的1.82%,是凯莱英第六大股东。\n然而,就在2021年4月解禁后,高瓴资本便开始减持动作。\n2021年二季度末,高瓴资本持仓已减半,持仓数量降至220.27万股,持股比例降至0.91%,但仍为公司第六大股东。不过,从三季报披露的前十大股东榜单来看,高瓴资本已难寻踪迹。排名第十的为中欧行业成长混合型证券投资基金,持股数量为149.66万股,占总股本的0.61%。可见高瓴资本在第三季度仍对凯莱英有所减持。\n与凯莱英类似的还有“眼茅”爱尔眼科。\n高瓴资本在2018年一季报时首次出现在爱尔眼科前十大股东榜单中,彼时持股3718.18万股,占公司总股本的2.34%。此后,一直位列其中。截至2021年半年报时,高瓴资本持股8216.83万股,占公司总股本的1.52%,为爱尔眼科第六大股东。\n但到了今年三季报时,高瓴资本已跌出前十大股东之列,排名第十的广发医疗保健股票证券投资基金持股2342.12万股。由此可见,高瓴资本在第三季度大举减持了爱尔眼科。\n就公司业绩表现来看,爱尔眼科第三季度营收、扣非净利润均同比有所下滑。公司称,因三季度在去年同期基数较高的情况下,部分地区疫情反复,对所在地医院的业务开展造成较大影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803396863,"gmtCreate":1627408585452,"gmtModify":1627408585452,"author":{"id":"3497369593367794","authorId":"3497369593367794","name":"玩过VR过山车","avatar":"https://static.tigerbbs.com/f6c253517d4dba17a268bd6f13933625","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497369593367794","authorIdStr":"3497369593367794"},"themes":[],"htmlText":"<a 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老史这么执着于pltk好几年,如果就是为了犯罪,那显然不符合犯罪心理常识,你见过一个犯罪者策划好几年的吗?有,但很少,因为只要是犯罪,那就一定是从快进行,很少有人策划好几年的,所以贫生认为,这事大概能成,PLTK和巨人网络大概率都会上冲一波。老史卧薪尝胆4年,只为一飞冲天,重回昔日荣光。","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>我看懂了,监管层是担心老史玩洗钱,就是明面上是正常的重组收购,实际上是通过这一手,可以帮内地贪官洗钱。监管层的担心是对的,但我觉得可能没有这么严重,证据就是: 老史这么执着于pltk好几年,如果就是为了犯罪,那显然不符合犯罪心理常识,你见过一个犯罪者策划好几年的吗?有,但很少,因为只要是犯罪,那就一定是从快进行,很少有人策划好几年的,所以贫生认为,这事大概能成,PLTK和巨人网络大概率都会上冲一波。老史卧薪尝胆4年,只为一飞冲天,重回昔日荣光。","text":"$Playtika Holding Corp.(PLTK)$我看懂了,监管层是担心老史玩洗钱,就是明面上是正常的重组收购,实际上是通过这一手,可以帮内地贪官洗钱。监管层的担心是对的,但我觉得可能没有这么严重,证据就是: 老史这么执着于pltk好几年,如果就是为了犯罪,那显然不符合犯罪心理常识,你见过一个犯罪者策划好几年的吗?有,但很少,因为只要是犯罪,那就一定是从快进行,很少有人策划好几年的,所以贫生认为,这事大概能成,PLTK和巨人网络大概率都会上冲一波。老史卧薪尝胆4年,只为一飞冲天,重回昔日荣光。","images":[{"img":"https://static.tigerbbs.com/39c6c3061419ba3bebbca4074dd94c7a","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126855386","isVote":1,"tweetType":1,"viewCount":2640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":191989976,"gmtCreate":1620833392495,"gmtModify":1620835357830,"author":{"id":"3497369593367794","authorId":"3497369593367794","name":"玩过VR过山车","avatar":"https://static.tigerbbs.com/f6c253517d4dba17a268bd6f13933625","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497369593367794","authorIdStr":"3497369593367794"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>挖坑喽","listText":"<a 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10:13","market":"sh","language":"zh","title":"高瓴的逻辑变了!","url":"https://stock-news.laohu8.com/highlight/detail?id=2180222822","media":"上海证券报 ","summary":"可谓是高瓴资本三季度持仓变化的主线。与此同时,高瓴资本在第三季度共调研75次,覆盖机械设备、化工、电子、家用电器、医药生物、有色金属等行业的59家A股公司,其中关注度最高的三家为$汇川技术$、$歌尔股份$、$长春高新$。","content":"<div>\n<p>“卖!卖!卖!”可谓是高瓴资本三季度持仓变化的主线。\n数据显示,就A股公司披露的三季报来看,高瓴资本减持了宁德时代、良品铺子、公牛集团;更是跌出凯莱英、爱尔眼科等公司前十大股东榜单;依然“锁仓”的有隆基股份、海螺水泥、恒瑞医药等。\n与此同时,高瓴资本在第三季度共调研75次,覆盖机械设备、化工、电子、家用电器、医药生物、有色金属等行业的59家A股公司,其中关注度最高的三家为汇川技术、歌尔股份、长春...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zldx/2021-11-01/doc-iktzscyy2917867.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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>高瓴的逻辑变了!</title>\n<style 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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高瓴的逻辑变了!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 10:13 北京时间 <a href=https://finance.sina.com.cn/stock/zldx/2021-11-01/doc-iktzscyy2917867.shtml><strong>上海证券报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“卖!卖!卖!”可谓是高瓴资本三季度持仓变化的主线。\n数据显示,就A股公司披露的三季报来看,高瓴资本减持了宁德时代、良品铺子、公牛集团;更是跌出凯莱英、爱尔眼科等公司前十大股东榜单;依然“锁仓”的有隆基股份、海螺水泥、恒瑞医药等。\n与此同时,高瓴资本在第三季度共调研75次,覆盖机械设备、化工、电子、家用电器、医药生物、有色金属等行业的59家A股公司,其中关注度最高的三家为汇川技术、歌尔股份、长春...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zldx/2021-11-01/doc-iktzscyy2917867.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/zldx/2021-11-01/doc-iktzscyy2917867.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2180222822","content_text":"“卖!卖!卖!”可谓是高瓴资本三季度持仓变化的主线。\n数据显示,就A股公司披露的三季报来看,高瓴资本减持了宁德时代、良品铺子、公牛集团;更是跌出凯莱英、爱尔眼科等公司前十大股东榜单;依然“锁仓”的有隆基股份、海螺水泥、恒瑞医药等。\n与此同时,高瓴资本在第三季度共调研75次,覆盖机械设备、化工、电子、家用电器、医药生物、有色金属等行业的59家A股公司,其中关注度最高的三家为汇川技术、歌尔股份、长春高新。\n密集调研新能源产业链\n今年以来,在a股市场表现最为抢眼的当属新能源板块,宁德时代无疑是个中的“明星股”。10月28日,宁德时代披露三季报,前三季度公司实现营收733.62亿元,同比增长9.38%;净利润77.51亿元,同比增长130.90%。\n与业绩表现同样抢眼的还有股价,今年以来屡创新高。2020年7月,宁德时代发布197亿元定增,高瓴资本以161元/股的价格获配超6000万股。2021年2月4日该定增股份迎来解禁,按照当日收盘价计算,高瓴资本浮盈幅度超过140%。\n解禁后不久,高瓴资本便开始了减持动作。公告显示,截至上半年末,高瓴资本持有宁德时代4480.59万股,相比一季报时的5279.50万股,减少798.94万股;第三季度,高瓴资本继续减持了219.88万股,持股数量降至4260.69万股,从第七大股东降至第八大股东。\n但值得注意的是,高瓴资本在不断减持宁德时代的同时,却对新能源产业链上下游公司进行了密集的调研,对新能源赛道热情不减。\n公开调研信息显示,下半年以来,高瓴资本在锂电池相关业务领域,调研了恩捷股份、天赐材料、多氟多、容百科技、孚能科技、格林美等;在新能源汽车整车零部件领域,调研了麦格米特、奥普特、汇川技术、华工科技、三花智控等,且多家公司被高频调研。\n以汇川技术为例,高瓴资本曾在8月24日、9月6日、9月10日、10月28日多次参与公司调研。汇川技术在调研中谈及公司服务的三大领域之一的新能源汽车时表示,公司在新能源汽车方面的解决方案较全面,包括电驱系统(电机控制器、电机、动力总成)、电源系统(DC/DC、OBC、电源总成)。\n图片来源:汇川技术10月28日投资者调研记录表\n再看同属于化工行业的天赐材料和多氟多。天赐材料主要产品为锂离子电池材料(锂离子电池电解液、正极材料磷酸铁锂)、日化材料及特种化学品。多氟多主要经营铝用氟化盐、新材料、锂电池。\n前三季度,两家公司业绩均表现亮眼,天赐材料营收66.23亿元,同比增长145.70%;净利润15.54亿元,同比增长199.72%。多氟多营收53.07亿元,同比增长85.36%;扣非净利润7.18亿元,同比增长1017.75%。\n图片来源:天赐材料10月27日投资者调研记录表\n公告显示,高瓴资本曾在8月24日、10月27日参与天赐材料调研;在8月26日参与多氟多调研。调研问题大多围绕公司主业展开,新能源赛道的布局及产能情况也是焦点。如在调研天赐材料时,新的年产6万吨六氟磷酸锂项目的进度、明年回收做磷酸铁的出货量预期、vc及其他新型添加剂的布局情况等多有问及。\n凯莱英、爱尔眼科等遭卖出\n第三季度,高瓴资本在其偏爱的医药领域亦有所动作,减持对象也多为“明星股”,如凯莱英、爱尔眼科等,且均跌出公司前十大股东榜单。\n数据显示,截至三季度末,高瓴资本共出现在6只股票的十大股东之中,分别为宁德时代、隆基股份、恒瑞医药、广联达、格力电器、海螺水泥,期末参考市值合计为557.48亿元。同时,高瓴资本旗下的礼仁卓越长青二期私募证券投资基金依然持有安图生物、丽珠集团、华兰生物等。\n以凯莱英为例,2020年10月,高瓴资本参与公司定增认购440.53万股,认购价为227元/股,占增发新股总数的近一半。\n“作为凯莱英的长期支持者,我们将继续推动完善旗下医疗产业平台和被投企业生态……”张磊在其著作《价值》一书中将凯莱英作为持续创新的全产业链医疗企业案例。\n据悉,凯莱英主要从事符合美国FDA审批的cGMP标准原料药、关键中间体、制剂产品及生物产品的研究开发、工艺优化及规模化生产。截至2020年末,高瓴资本持有凯莱英440.53万股,占总股本的1.82%,是凯莱英第六大股东。\n然而,就在2021年4月解禁后,高瓴资本便开始减持动作。\n2021年二季度末,高瓴资本持仓已减半,持仓数量降至220.27万股,持股比例降至0.91%,但仍为公司第六大股东。不过,从三季报披露的前十大股东榜单来看,高瓴资本已难寻踪迹。排名第十的为中欧行业成长混合型证券投资基金,持股数量为149.66万股,占总股本的0.61%。可见高瓴资本在第三季度仍对凯莱英有所减持。\n与凯莱英类似的还有“眼茅”爱尔眼科。\n高瓴资本在2018年一季报时首次出现在爱尔眼科前十大股东榜单中,彼时持股3718.18万股,占公司总股本的2.34%。此后,一直位列其中。截至2021年半年报时,高瓴资本持股8216.83万股,占公司总股本的1.52%,为爱尔眼科第六大股东。\n但到了今年三季报时,高瓴资本已跌出前十大股东之列,排名第十的广发医疗保健股票证券投资基金持股2342.12万股。由此可见,高瓴资本在第三季度大举减持了爱尔眼科。\n就公司业绩表现来看,爱尔眼科第三季度营收、扣非净利润均同比有所下滑。公司称,因三季度在去年同期基数较高的情况下,部分地区疫情反复,对所在地医院的业务开展造成较大影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191989976,"gmtCreate":1620833392495,"gmtModify":1620835357830,"author":{"id":"3497369593367794","authorId":"3497369593367794","name":"玩过VR过山车","avatar":"https://static.tigerbbs.com/f6c253517d4dba17a268bd6f13933625","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497369593367794","authorIdStr":"3497369593367794"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/300634\">$彩讯股份(300634)$</a>彩讯股份上榜了666","listText":"<a href=\"https://laohu8.com/S/300634\">$彩讯股份(300634)$</a>彩讯股份上榜了666","text":"$彩讯股份(300634)$彩讯股份上榜了666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151053999","isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126855386,"gmtCreate":1624552539245,"gmtModify":1624586154836,"author":{"id":"3497369593367794","authorId":"3497369593367794","name":"玩过VR过山车","avatar":"https://static.tigerbbs.com/f6c253517d4dba17a268bd6f13933625","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497369593367794","authorIdStr":"3497369593367794"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>我看懂了,监管层是担心老史玩洗钱,就是明面上是正常的重组收购,实际上是通过这一手,可以帮内地贪官洗钱。监管层的担心是对的,但我觉得可能没有这么严重,证据就是: 老史这么执着于pltk好几年,如果就是为了犯罪,那显然不符合犯罪心理常识,你见过一个犯罪者策划好几年的吗?有,但很少,因为只要是犯罪,那就一定是从快进行,很少有人策划好几年的,所以贫生认为,这事大概能成,PLTK和巨人网络大概率都会上冲一波。老史卧薪尝胆4年,只为一飞冲天,重回昔日荣光。","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>我看懂了,监管层是担心老史玩洗钱,就是明面上是正常的重组收购,实际上是通过这一手,可以帮内地贪官洗钱。监管层的担心是对的,但我觉得可能没有这么严重,证据就是: 老史这么执着于pltk好几年,如果就是为了犯罪,那显然不符合犯罪心理常识,你见过一个犯罪者策划好几年的吗?有,但很少,因为只要是犯罪,那就一定是从快进行,很少有人策划好几年的,所以贫生认为,这事大概能成,PLTK和巨人网络大概率都会上冲一波。老史卧薪尝胆4年,只为一飞冲天,重回昔日荣光。","text":"$Playtika Holding Corp.(PLTK)$我看懂了,监管层是担心老史玩洗钱,就是明面上是正常的重组收购,实际上是通过这一手,可以帮内地贪官洗钱。监管层的担心是对的,但我觉得可能没有这么严重,证据就是: 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