+关注
摇摆的骚年
暂无个人介绍
IP属地:福建
49
关注
5
粉丝
0
主题
0
勋章
主贴
热门
摇摆的骚年
2021-01-13
$老虎证券(TIGR)$
请允许调盘[真香] [真香] [真香] [真香] [微笑] [微笑] [开心] [开心] [开心]
摇摆的骚年
2021-01-19
$哔哩哔哩(BILI)$
一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起
摇摆的骚年
2019-07-15
$金斯瑞生物科技(01548)$
市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。
摇摆的骚年
2020-07-09
$蓝城兄弟(BLCT)$
$哔哩哔哩(BILI)$
浓缩成两个字,猛干!
$台积电(TSM)$
$拼多多(PDD)$
$蔚来(NIO)$
摇摆的骚年
2019-08-29
$新氧(SY)$
什么骚操作,是不是抄底的好时机
摇摆的骚年
2021-02-11
$哔哩哔哩(BILI)$
互联网平台上本就鱼龙混杂,所谓的事件没必要小题大做,试问哪个大厂没问题。做为用户发声的平台,要让人说话,对作品和up主该批就批,炒作b没什么意思,。反而我到觉得平台还应避免过度监管。全面正确的可以去看各大日报的app。也不要想着取悦所有人,那是不可能的。最后那几个品牌就是来蹭热度的,垃圾!
摇摆的骚年
2021-01-09
$老虎证券(TIGR)$
能交易的品种太多了
摇摆的骚年
2020-11-04
$金斯瑞生物科技(01548)$
$传奇生物(LEGN)$
回看老虎首发评论[流泪]
@摇摆的骚年:
$金斯瑞生物科技(01548)$
市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。
摇摆的骚年
2019-08-29
$新氧(SY)$
睡觉,早上再看
摇摆的骚年
2019-08-22
$新氧(SY)$
什么时候发财报?
摇摆的骚年
2019-07-26
$新氧(SY)$
新氧从7月开始的安装率和活跃度翻倍增长,不知道是否是有在造假,如果没有的话,今年的财报应该很好看
摇摆的骚年
2019-07-23
关于复星表现随笔
$复星医药(02196)$
复星的资本市场表现总是感觉难以预测,股价波动很大。市盈率仅表现为制造工业的一般情况,体现不出其创新和引领性。(随笔,个人粗浅观点)其主要问题:1、业务覆盖面广,不够专注。业务涵盖了原料药、医药制造工业、器械及检测、医疗服务等几乎健康领域内所有的业务的涉足。究竟是按照哪个细分领域来做主要的估值参考?是应作为传统一般的医药制造工业抑或是具有高增长潜力的创新医药企业?2、大而不强是另一个问题,业务范围虽广但在各细分领域上算不上强者。生物产品线目前可以预见到,未来将难以避免价格竞争。市场容量大品种国内几大生物医药公司都在紧锣密鼓的推进。而Cart方面,作为资本市场故事可以讲讲,但其高昂的成本在中国能卖出多少我是打问号的,所以就要做异体cart,现在这方面明显比较早期,虽有一些新公司开始尝试。生物类似物未来就是仿制药的行业逻辑,谁家便宜、谁家成本低谁就能获胜,而这做到成本领先需要强大和先进的制造工艺,国内具备这种生产能力和工艺的企业不出3家,复星现在还不具备。3、民营医疗服务崛起我认为在中国就是个伪命题,不能寄予厚望或者说做起来的难度极大。医疗器械需要积淀,是理工科学与临床医学的充分结合,产业逻辑虽和医药有相似处但技术沉淀和发展路径是不一样的。需要长足的培育。现在的发展战略缺乏聚焦,做大容易但还需要的是做实基础。4、复星的成长应是技术引进型的。公司的发展离不开并购、资本市场的运作,相比恒瑞则更依托于自有研发体系。目前看来没有在一个细分领域沉淀下来。但复星毕竟还是盘子大,现金流好,相交于目前这个估值还是合理的。当前贸易战格局,更加体现出自我研发的重要性,希望能够看到一些改变。
关于复星表现随笔
摇摆的骚年
2019-07-22
神药-阿司匹林
$道琼斯(.DJI)$
$迈兰制药(MYL)$
$Rubius Therapeutics Inc.(RUBY)$
乙酰水杨酸(ASA,阿司匹林®)的发展史可以说反映了整个药物研究和发展历程及其特征,是医药史上最具代表性的案例。这对于阐明药物发现发展模式以及由此产生的新发现的靶向治疗尤其如此。柳树皮提取物自古以来就被用于治疗炎症,拿破仑在1806年至1813年间横越欧洲时,这种树皮甚至被用作金鸡纳树皮(金鸡纳茎皮和根皮为提制奎宁的主要原料,用于治疗疟疾)的替代品。水杨苷(3.1)是o-羟基苯乙醇水杨酸的糖苷,是有效作用物。经水解和氧化后,实际的活性化合物为水杨酸(3.2)。1897年,29岁的拜耳化学家Felix Hoffmann开始了对水杨酸衍生物进行系统研究。他的父亲患有严重的风湿性关节炎,曾要求他这么做。大剂量水杨酸会引起胃部不适和呕吐。霍夫曼制备了水杨酸的简单衍生物,并在一年之内获得成功。1897年10月10日,他首次纯化合成了乙酰水杨酸(3.3 ASA)。这是一次幸运发现。虽然ASA在血浆中半衰期很短,但它在很大程度上具有镇痛、解热和抗炎作用。该临床试验是在哈雷和德尔萨尔的Diakonissenkrankenhaus对50名患者进行的。1899年2月1日拜耳公司为阿司匹林作为商标。从那时起,它就以1克装在信封里的粉末形式出售,不久之后又以药片的形式出售。批评者称,拜耳之所以开发出药片形式,只是为了让拜耳能把他们著名的拜耳十字刻在上面。阿司匹林很快在药物治疗领域占据了领先地位。上市后的一百年间,每年有4万吨的ASA被以片剂的形式在全球范围内
神药-阿司匹林
摇摆的骚年
2021-01-08
$中芯国际(00981)$
业绩肯定是有保障的,订单都要被迫转到华虹,产能不足是当前最大的问题。看好中芯
摇摆的骚年
2019-07-15
$小牛电动(NIU)$
小牛电动还对外发布了定位为专业运动自行车品牌的NIU AERO,这是一个很有趣的思路
摇摆的骚年
2021-07-01
$哔哩哔哩(BILI)$
作为国内第一的科普教育网站,专业性工具网站,我支持b站[真香] [真香] [真香]
摇摆的骚年
2021-02-11
,这里面绝壁有敲诈故意勒索不怀好意之人的炒作
抱歉,原内容已删除
摇摆的骚年
2021-01-25
$老虎证券(TIGR)$
隔壁都飞了
摇摆的骚年
2020-07-17
$哔哩哔哩(BILI)$
交银预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸]
摇摆的骚年
2019-09-05
$新氧(SY)$
算是半年报发布日的受害者,耐心等待反弹。现在所谓的分析和对企业的批判主要还是体现在行业不规范的问题。医疗美容行业已经开展有太多年了,只是随着互联网经济网红经济的发展呈现出阶段性爆发。渠道黑医耗材质量安评等等问题一直存在,不是一个互联网平台的问题,反观,正因为有了新氧,一些问题才得以曝光,也收到了大家的关注,这个行业也会逐步走向规范。这个需求太大了,而且在东南亚市场很有前景,新氧作为医美需要平台应担起促进行业规范的责任。
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3498024785067895,"uuid":"3498024785067895","gmtCreate":1534930764016,"gmtModify":1606310454106,"name":"摇摆的骚年","pinyin":"ybdsnyaobaidesaonian","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":49,"tweetSize":39,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.37%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.66%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"福建","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":158656908,"gmtCreate":1625148593704,"gmtModify":1625148593704,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>作为国内第一的科普教育网站,专业性工具网站,我支持b站[真香] [真香] [真香] ","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>作为国内第一的科普教育网站,专业性工具网站,我支持b站[真香] [真香] [真香] ","text":"$哔哩哔哩(BILI)$作为国内第一的科普教育网站,专业性工具网站,我支持b站[真香] [真香] [真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158656908","isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388997014,"gmtCreate":1613008282338,"gmtModify":1703768301268,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>互联网平台上本就鱼龙混杂,所谓的事件没必要小题大做,试问哪个大厂没问题。做为用户发声的平台,要让人说话,对作品和up主该批就批,炒作b没什么意思,。反而我到觉得平台还应避免过度监管。全面正确的可以去看各大日报的app。也不要想着取悦所有人,那是不可能的。最后那几个品牌就是来蹭热度的,垃圾!","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>互联网平台上本就鱼龙混杂,所谓的事件没必要小题大做,试问哪个大厂没问题。做为用户发声的平台,要让人说话,对作品和up主该批就批,炒作b没什么意思,。反而我到觉得平台还应避免过度监管。全面正确的可以去看各大日报的app。也不要想着取悦所有人,那是不可能的。最后那几个品牌就是来蹭热度的,垃圾!","text":"$哔哩哔哩(BILI)$互联网平台上本就鱼龙混杂,所谓的事件没必要小题大做,试问哪个大厂没问题。做为用户发声的平台,要让人说话,对作品和up主该批就批,炒作b没什么意思,。反而我到觉得平台还应避免过度监管。全面正确的可以去看各大日报的app。也不要想着取悦所有人,那是不可能的。最后那几个品牌就是来蹭热度的,垃圾!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388997014","isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388049438,"gmtCreate":1613004968724,"gmtModify":1703768252699,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":",这里面绝壁有敲诈故意勒索不怀好意之人的炒作","listText":",这里面绝壁有敲诈故意勒索不怀好意之人的炒作","text":",这里面绝壁有敲诈故意勒索不怀好意之人的炒作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388049438","repostId":"1147291160","repostType":4,"isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380742751,"gmtCreate":1612603308973,"gmtModify":1703763955125,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老虎系统怎么总是出问题啊","listText":"老虎系统怎么总是出问题啊","text":"老虎系统怎么总是出问题啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380742751","isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317145622,"gmtCreate":1612431317766,"gmtModify":1703761751839,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>//<a href=\"https://laohu8.com/U/3498024785067895\">@摇摆的骚年</a>:[得意] [得意] [得意] [得意] ","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>//<a href=\"https://laohu8.com/U/3498024785067895\">@摇摆的骚年</a>:[得意] [得意] [得意] [得意] ","text":"$哔哩哔哩(BILI)$//@摇摆的骚年:[得意] [得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317145622","repostId":"337383371","repostType":1,"repost":{"id":337383371,"gmtCreate":1611067940693,"gmtModify":1703747804430,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","text":"$哔哩哔哩(BILI)$一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337383371","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317142364,"gmtCreate":1612431249558,"gmtModify":1703761750314,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] [得意] [得意] [得意] ","listText":"[得意] [得意] [得意] [得意] ","text":"[得意] [得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317142364","repostId":"337383371","repostType":1,"repost":{"id":337383371,"gmtCreate":1611067940693,"gmtModify":1703747804430,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","text":"$哔哩哔哩(BILI)$一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337383371","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319683995,"gmtCreate":1611578122417,"gmtModify":1703751115822,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>隔壁都飞了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>隔壁都飞了","text":"$老虎证券(TIGR)$隔壁都飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319683995","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310641195,"gmtCreate":1611326891417,"gmtModify":1703749765861,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>牛逼就给我整一个先抑后扬,敢不敢","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>牛逼就给我整一个先抑后扬,敢不敢","text":"$老虎证券(TIGR)$牛逼就给我整一个先抑后扬,敢不敢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310641195","isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310116395,"gmtCreate":1611283042817,"gmtModify":1703749407306,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>领跑汽车觉得咋样","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>领跑汽车觉得咋样","text":"$蔚来(NIO)$领跑汽车觉得咋样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310116395","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337383371,"gmtCreate":1611067940693,"gmtModify":1703747804430,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","text":"$哔哩哔哩(BILI)$一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/337383371","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335831330,"gmtCreate":1610552961420,"gmtModify":1703745234297,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>请允许调盘[真香] [真香] [真香] [真香] [微笑] [微笑] [开心] [开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>请允许调盘[真香] [真香] [真香] [真香] [微笑] [微笑] [开心] [开心] [开心] ","text":"$老虎证券(TIGR)$请允许调盘[真香] [真香] [真香] [真香] [微笑] [微笑] [开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/335831330","isVote":1,"tweetType":1,"viewCount":2773,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451655561338892","authorId":"3451655561338892","name":"万事随缘就好","avatar":"https://static.tigerbbs.com/5a60d71f1c5381c6610901898bdc3e7e","crmLevel":2,"crmLevelSwitch":1},"content":"这次不算,重新来过[笑哭][笑哭]","text":"这次不算,重新来过[笑哭][笑哭]","html":"这次不算,重新来过[笑哭][笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336415085,"gmtCreate":1610122431247,"gmtModify":1703742979541,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>能交易的品种太多了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>能交易的品种太多了","text":"$老虎证券(TIGR)$能交易的品种太多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336415085","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336261465,"gmtCreate":1610106741357,"gmtModify":1703742725924,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>业绩肯定是有保障的,订单都要被迫转到华虹,产能不足是当前最大的问题。看好中芯","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>业绩肯定是有保障的,订单都要被迫转到华虹,产能不足是当前最大的问题。看好中芯","text":"$中芯国际(00981)$业绩肯定是有保障的,订单都要被迫转到华虹,产能不足是当前最大的问题。看好中芯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336261465","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393251523,"gmtCreate":1606315008162,"gmtModify":1703842551483,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>估计跌不下去了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>估计跌不下去了","text":"$老虎证券(TIGR)$估计跌不下去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393251523","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307944197,"gmtCreate":1605429233019,"gmtModify":1703837704833,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>新能源车是未来的趋势,但现在传统主机厂还没发力,明年可能是各大主机厂在新能源汽车领域的厮杀元年,肯定要调整一下","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>新能源车是未来的趋势,但现在传统主机厂还没发力,明年可能是各大主机厂在新能源汽车领域的厮杀元年,肯定要调整一下","text":"$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$新能源车是未来的趋势,但现在传统主机厂还没发力,明年可能是各大主机厂在新能源汽车领域的厮杀元年,肯定要调整一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307944197","isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562670436825511","authorId":"3562670436825511","name":"上了飞机老师","avatar":"https://static.tigerbbs.com/d1f05edd9e1dfe2801c7d5b00683313e","crmLevel":1,"crmLevelSwitch":0},"content":"你的评论让我想起了Nicola的惨痛教训,整整损失了3000+美金。因为GM声明投入了20亿资产,合作开发电车,散户当然不能放过机会。谁知道结果是这样?后来GM居然不放弃合作的意愿,我觉得传统老牌厂也是走投无路了,否则不会一直顶这样的风险继续下去。所以传统车厂的实力并不是传说中的这么有力量,足以一次就能成功占领市场。你说的肯定会发生,不厮杀一翻这么能去掉老弱病残呢?","text":"你的评论让我想起了Nicola的惨痛教训,整整损失了3000+美金。因为GM声明投入了20亿资产,合作开发电车,散户当然不能放过机会。谁知道结果是这样?后来GM居然不放弃合作的意愿,我觉得传统老牌厂也是走投无路了,否则不会一直顶这样的风险继续下去。所以传统车厂的实力并不是传说中的这么有力量,足以一次就能成功占领市场。你说的肯定会发生,不厮杀一翻这么能去掉老弱病残呢?","html":"你的评论让我想起了Nicola的惨痛教训,整整损失了3000+美金。因为GM声明投入了20亿资产,合作开发电车,散户当然不能放过机会。谁知道结果是这样?后来GM居然不放弃合作的意愿,我觉得传统老牌厂也是走投无路了,否则不会一直顶这样的风险继续下去。所以传统车厂的实力并不是传说中的这么有力量,足以一次就能成功占领市场。你说的肯定会发生,不厮杀一翻这么能去掉老弱病残呢?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304527961,"gmtCreate":1605272016953,"gmtModify":1703837138793,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>已疯","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>已疯","text":"$理想汽车(LI)$$蔚来(NIO)$$小鹏汽车(XPEV)$已疯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304527961","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306412275,"gmtCreate":1604448701797,"gmtModify":1703833154334,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a><a href=\"https://laohu8.com/S/LEGN\">$传奇生物(LEGN)$</a>回看老虎首发评论[流泪] ","listText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a><a href=\"https://laohu8.com/S/LEGN\">$传奇生物(LEGN)$</a>回看老虎首发评论[流泪] ","text":"$金斯瑞生物科技(01548)$$传奇生物(LEGN)$回看老虎首发评论[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306412275","repostId":"999182991","repostType":1,"repost":{"id":999182991,"gmtCreate":1563191090313,"gmtModify":1704704853052,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a> 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","listText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a> 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","text":"$金斯瑞生物科技(01548)$ 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/999182991","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941556489,"gmtCreate":1594974043341,"gmtModify":1704207613317,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>交银预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸]","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>交银预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸]","text":"$哔哩哔哩(BILI)$交银预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/941556489","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482789443886965","authorId":"3482789443886965","name":"资本永不停歇","avatar":"https://static.tigerbbs.com/85be656832318e9ad369c72c0d651d2e","crmLevel":2,"crmLevelSwitch":0},"content":"这是啥操作","text":"这是啥操作","html":"这是啥操作"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941556160,"gmtCreate":1594973878050,"gmtModify":1704207612279,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸] ","listText":"预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸] ","text":"预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941556160","repostId":"2052221626","repostType":2,"repost":{"id":"2052221626","pubTimestamp":1594953965,"share":"https://www.laohu8.com/m/news/2052221626?lang=&edition=full","pubTime":"2020-07-17 10:46","market":"us","language":"zh","title":"交银国际:哔哩哔哩2季度收入预计增67% 目标价升至47.6美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2052221626","media":"财华社","summary":"交银国际发布报告指,哔哩哔哩(BILI.US)2季度用户稳健增长或为亮点,收入预计25.7亿元,同比增67%,直播和增值业务或持续超预期,其中1)移动游戏收入11.9亿元,同比增30%,《公主连接》和","content":"<html><body><article><p><a href=\"https://laohu8.com/S/03329\">交银国际</a>发布报告指,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>(BILI.US)2季度用户稳健增长或为亮点,收入预计25.7亿元,同比增67%,直播和增值业务或持续超预期,其中1)移动游戏收入11.9亿元,同比增30%,《公主连接》和《F/GO》收入贡献最大;2)直播和增值服务8.55亿元,同比/环比增162%/8%;3)广告同比增81%至3亿元;4)会员购业务2.21亿元,同比增78%。</p><p>短视频平台加大对头部内容生产者的争夺,可能增加B站内容获取成本。该行认为考验是如何加速对UP主商业变现赋能。</p><p>该行将10年DCF估值推至2021年,目标价上调至47.6美元(原38.0美元),对应2021年市销率7.4倍,评级从买入下调为中性,短期股价催化剂为用户数持续超预期、港股二次上市。风险包括更严格的监管、游戏流水不及预期、竞争加剧。</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>交银国际:哔哩哔哩2季度收入预计增67% 目标价升至47.6美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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交银国际:哔哩哔哩2季度收入预计增67% 目标价升至47.6美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-17 10:46 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020071710550779f97647&s=b><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>交银国际发布报告指,哔哩哔哩(BILI.US)2季度用户稳健增长或为亮点,收入预计25.7亿元,同比增67%,直播和增值业务或持续超预期,其中1)移动游戏收入11.9亿元,同比增30%,《公主连接》和《F/GO》收入贡献最大;2)直播和增值服务8.55亿元,同比/环比增162%/8%;3)广告同比增81%至3亿元;4)会员购业务2.21亿元,同比增78%。短视频平台加大对头部内容生产者的争夺,可能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020071710550779f97647&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/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"03329":"交银国际","BILI":"哔哩哔哩"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020071710550779f97647&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2052221626","content_text":"交银国际发布报告指,哔哩哔哩(BILI.US)2季度用户稳健增长或为亮点,收入预计25.7亿元,同比增67%,直播和增值业务或持续超预期,其中1)移动游戏收入11.9亿元,同比增30%,《公主连接》和《F/GO》收入贡献最大;2)直播和增值服务8.55亿元,同比/环比增162%/8%;3)广告同比增81%至3亿元;4)会员购业务2.21亿元,同比增78%。短视频平台加大对头部内容生产者的争夺,可能增加B站内容获取成本。该行认为考验是如何加速对UP主商业变现赋能。该行将10年DCF估值推至2021年,目标价上调至47.6美元(原38.0美元),对应2021年市销率7.4倍,评级从买入下调为中性,短期股价催化剂为用户数持续超预期、港股二次上市。风险包括更严格的监管、游戏流水不及预期、竞争加剧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941070247,"gmtCreate":1594739377689,"gmtModify":1704206674658,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>美股很现实的,价值的体现","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>美股很现实的,价值的体现","text":"$蔚来(NIO)$美股很现实的,价值的体现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941070247","isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":335831330,"gmtCreate":1610552961420,"gmtModify":1703745234297,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>请允许调盘[真香] [真香] [真香] [真香] [微笑] [微笑] [开心] [开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>请允许调盘[真香] [真香] [真香] [真香] [微笑] [微笑] [开心] [开心] [开心] ","text":"$老虎证券(TIGR)$请允许调盘[真香] [真香] [真香] [真香] [微笑] [微笑] [开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/335831330","isVote":1,"tweetType":1,"viewCount":2773,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451655561338892","authorId":"3451655561338892","name":"万事随缘就好","avatar":"https://static.tigerbbs.com/5a60d71f1c5381c6610901898bdc3e7e","crmLevel":2,"crmLevelSwitch":1},"content":"这次不算,重新来过[笑哭][笑哭]","text":"这次不算,重新来过[笑哭][笑哭]","html":"这次不算,重新来过[笑哭][笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337383371,"gmtCreate":1611067940693,"gmtModify":1703747804430,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","text":"$哔哩哔哩(BILI)$一个快手650亿到800亿美金港股估值,我B站至少1000亿美金起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/337383371","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":999182991,"gmtCreate":1563191090313,"gmtModify":1704704853052,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a> 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","listText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a> 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","text":"$金斯瑞生物科技(01548)$ 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/999182991","isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949412365,"gmtCreate":1594294596157,"gmtModify":1704204978099,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>浓缩成两个字,猛干!<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>浓缩成两个字,猛干!<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$蓝城兄弟(BLCT)$$哔哩哔哩(BILI)$浓缩成两个字,猛干!$台积电(TSM)$$拼多多(PDD)$$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/3253c19f3240b9bc9c6275ce25db2eb4","width":"1078","height":"1526"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/949412365","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":997912051,"gmtCreate":1567087240173,"gmtModify":1704715682731,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>什么骚操作,是不是抄底的好时机","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>什么骚操作,是不是抄底的好时机","text":"$新氧(SY)$什么骚操作,是不是抄底的好时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/997912051","isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388997014,"gmtCreate":1613008282338,"gmtModify":1703768301268,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>互联网平台上本就鱼龙混杂,所谓的事件没必要小题大做,试问哪个大厂没问题。做为用户发声的平台,要让人说话,对作品和up主该批就批,炒作b没什么意思,。反而我到觉得平台还应避免过度监管。全面正确的可以去看各大日报的app。也不要想着取悦所有人,那是不可能的。最后那几个品牌就是来蹭热度的,垃圾!","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>互联网平台上本就鱼龙混杂,所谓的事件没必要小题大做,试问哪个大厂没问题。做为用户发声的平台,要让人说话,对作品和up主该批就批,炒作b没什么意思,。反而我到觉得平台还应避免过度监管。全面正确的可以去看各大日报的app。也不要想着取悦所有人,那是不可能的。最后那几个品牌就是来蹭热度的,垃圾!","text":"$哔哩哔哩(BILI)$互联网平台上本就鱼龙混杂,所谓的事件没必要小题大做,试问哪个大厂没问题。做为用户发声的平台,要让人说话,对作品和up主该批就批,炒作b没什么意思,。反而我到觉得平台还应避免过度监管。全面正确的可以去看各大日报的app。也不要想着取悦所有人,那是不可能的。最后那几个品牌就是来蹭热度的,垃圾!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388997014","isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336415085,"gmtCreate":1610122431247,"gmtModify":1703742979541,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>能交易的品种太多了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>能交易的品种太多了","text":"$老虎证券(TIGR)$能交易的品种太多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336415085","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306412275,"gmtCreate":1604448701797,"gmtModify":1703833154334,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a><a href=\"https://laohu8.com/S/LEGN\">$传奇生物(LEGN)$</a>回看老虎首发评论[流泪] ","listText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a><a href=\"https://laohu8.com/S/LEGN\">$传奇生物(LEGN)$</a>回看老虎首发评论[流泪] ","text":"$金斯瑞生物科技(01548)$$传奇生物(LEGN)$回看老虎首发评论[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306412275","repostId":"999182991","repostType":1,"repost":{"id":999182991,"gmtCreate":1563191090313,"gmtModify":1704704853052,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a> 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","listText":"<a href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a> 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","text":"$金斯瑞生物科技(01548)$ 市场对公司细胞业务抱有的期待太高。如此短期震荡甚至一定下跌是存在原因的。现有的自体细胞技术终究只是过渡性产品,而且这个产品不好卖,太贵了。现在国内cart未来现金流是否算的过来需要好好的分析。国际布局和推进貌似更需时日,遇到的挑战也更多。公司布局细胞应是从基因合成业务迈向生物创新制药公司的一个不错的切入点,我更看重企业转型升级效果和过程,细胞业务只能是抢了一个概念上的先发优势,公司没有生物制药业务基础,从研发到产业化再到销售成体系需要一个过程,股价也应是缓慢增长的过程,而短期把市盈率放大到一个新的平台,理性角度明显价值高估。 不过未来随着细胞业务推进甚至是业务分叉一定又有新的炒作题材,又将是一波血洗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/999182991","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":997982503,"gmtCreate":1567088887102,"gmtModify":1704715696187,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>睡觉,早上再看","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>睡觉,早上再看","text":"$新氧(SY)$睡觉,早上再看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/997982503","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":994985740,"gmtCreate":1566433207680,"gmtModify":1704714393518,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>什么时候发财报?","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>什么时候发财报?","text":"$新氧(SY)$什么时候发财报?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/994985740","isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993558532,"gmtCreate":1564149072726,"gmtModify":1704706702392,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>新氧从7月开始的安装率和活跃度翻倍增长,不知道是否是有在造假,如果没有的话,今年的财报应该很好看","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>新氧从7月开始的安装率和活跃度翻倍增长,不知道是否是有在造假,如果没有的话,今年的财报应该很好看","text":"$新氧(SY)$新氧从7月开始的安装率和活跃度翻倍增长,不知道是否是有在造假,如果没有的话,今年的财报应该很好看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/993558532","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993105962,"gmtCreate":1563870725356,"gmtModify":1704706093962,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"关于复星表现随笔","htmlText":"<a href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 复星的资本市场表现总是感觉难以预测,股价波动很大。市盈率仅表现为制造工业的一般情况,体现不出其创新和引领性。(随笔,个人粗浅观点)其主要问题:1、业务覆盖面广,不够专注。业务涵盖了原料药、医药制造工业、器械及检测、医疗服务等几乎健康领域内所有的业务的涉足。究竟是按照哪个细分领域来做主要的估值参考?是应作为传统一般的医药制造工业抑或是具有高增长潜力的创新医药企业?2、大而不强是另一个问题,业务范围虽广但在各细分领域上算不上强者。生物产品线目前可以预见到,未来将难以避免价格竞争。市场容量大品种国内几大生物医药公司都在紧锣密鼓的推进。而Cart方面,作为资本市场故事可以讲讲,但其高昂的成本在中国能卖出多少我是打问号的,所以就要做异体cart,现在这方面明显比较早期,虽有一些新公司开始尝试。生物类似物未来就是仿制药的行业逻辑,谁家便宜、谁家成本低谁就能获胜,而这做到成本领先需要强大和先进的制造工艺,国内具备这种生产能力和工艺的企业不出3家,复星现在还不具备。3、民营医疗服务崛起我认为在中国就是个伪命题,不能寄予厚望或者说做起来的难度极大。医疗器械需要积淀,是理工科学与临床医学的充分结合,产业逻辑虽和医药有相似处但技术沉淀和发展路径是不一样的。需要长足的培育。现在的发展战略缺乏聚焦,做大容易但还需要的是做实基础。4、复星的成长应是技术引进型的。公司的发展离不开并购、资本市场的运作,相比恒瑞则更依托于自有研发体系。目前看来没有在一个细分领域沉淀下来。但复星毕竟还是盘子大,现金流好,相交于目前这个估值还是合理的。当前贸易战格局,更加体现出自我研发的重要性,希望能够看到一些改变。","listText":"<a href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 复星的资本市场表现总是感觉难以预测,股价波动很大。市盈率仅表现为制造工业的一般情况,体现不出其创新和引领性。(随笔,个人粗浅观点)其主要问题:1、业务覆盖面广,不够专注。业务涵盖了原料药、医药制造工业、器械及检测、医疗服务等几乎健康领域内所有的业务的涉足。究竟是按照哪个细分领域来做主要的估值参考?是应作为传统一般的医药制造工业抑或是具有高增长潜力的创新医药企业?2、大而不强是另一个问题,业务范围虽广但在各细分领域上算不上强者。生物产品线目前可以预见到,未来将难以避免价格竞争。市场容量大品种国内几大生物医药公司都在紧锣密鼓的推进。而Cart方面,作为资本市场故事可以讲讲,但其高昂的成本在中国能卖出多少我是打问号的,所以就要做异体cart,现在这方面明显比较早期,虽有一些新公司开始尝试。生物类似物未来就是仿制药的行业逻辑,谁家便宜、谁家成本低谁就能获胜,而这做到成本领先需要强大和先进的制造工艺,国内具备这种生产能力和工艺的企业不出3家,复星现在还不具备。3、民营医疗服务崛起我认为在中国就是个伪命题,不能寄予厚望或者说做起来的难度极大。医疗器械需要积淀,是理工科学与临床医学的充分结合,产业逻辑虽和医药有相似处但技术沉淀和发展路径是不一样的。需要长足的培育。现在的发展战略缺乏聚焦,做大容易但还需要的是做实基础。4、复星的成长应是技术引进型的。公司的发展离不开并购、资本市场的运作,相比恒瑞则更依托于自有研发体系。目前看来没有在一个细分领域沉淀下来。但复星毕竟还是盘子大,现金流好,相交于目前这个估值还是合理的。当前贸易战格局,更加体现出自我研发的重要性,希望能够看到一些改变。","text":"$复星医药(02196)$ 复星的资本市场表现总是感觉难以预测,股价波动很大。市盈率仅表现为制造工业的一般情况,体现不出其创新和引领性。(随笔,个人粗浅观点)其主要问题:1、业务覆盖面广,不够专注。业务涵盖了原料药、医药制造工业、器械及检测、医疗服务等几乎健康领域内所有的业务的涉足。究竟是按照哪个细分领域来做主要的估值参考?是应作为传统一般的医药制造工业抑或是具有高增长潜力的创新医药企业?2、大而不强是另一个问题,业务范围虽广但在各细分领域上算不上强者。生物产品线目前可以预见到,未来将难以避免价格竞争。市场容量大品种国内几大生物医药公司都在紧锣密鼓的推进。而Cart方面,作为资本市场故事可以讲讲,但其高昂的成本在中国能卖出多少我是打问号的,所以就要做异体cart,现在这方面明显比较早期,虽有一些新公司开始尝试。生物类似物未来就是仿制药的行业逻辑,谁家便宜、谁家成本低谁就能获胜,而这做到成本领先需要强大和先进的制造工艺,国内具备这种生产能力和工艺的企业不出3家,复星现在还不具备。3、民营医疗服务崛起我认为在中国就是个伪命题,不能寄予厚望或者说做起来的难度极大。医疗器械需要积淀,是理工科学与临床医学的充分结合,产业逻辑虽和医药有相似处但技术沉淀和发展路径是不一样的。需要长足的培育。现在的发展战略缺乏聚焦,做大容易但还需要的是做实基础。4、复星的成长应是技术引进型的。公司的发展离不开并购、资本市场的运作,相比恒瑞则更依托于自有研发体系。目前看来没有在一个细分领域沉淀下来。但复星毕竟还是盘子大,现金流好,相交于目前这个估值还是合理的。当前贸易战格局,更加体现出自我研发的重要性,希望能够看到一些改变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/993105962","isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993309710,"gmtCreate":1563797462630,"gmtModify":1704705954184,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"神药-阿司匹林","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><a href=\"https://laohu8.com/S/MYL\">$迈兰制药(MYL)$</a><a href=\"https://laohu8.com/S/RUBY\">$Rubius Therapeutics Inc.(RUBY)$</a>乙酰水杨酸(ASA,阿司匹林®)的发展史可以说反映了整个药物研究和发展历程及其特征,是医药史上最具代表性的案例。这对于阐明药物发现发展模式以及由此产生的新发现的靶向治疗尤其如此。柳树皮提取物自古以来就被用于治疗炎症,拿破仑在1806年至1813年间横越欧洲时,这种树皮甚至被用作金鸡纳树皮(金鸡纳茎皮和根皮为提制奎宁的主要原料,用于治疗疟疾)的替代品。水杨苷(3.1)是o-羟基苯乙醇水杨酸的糖苷,是有效作用物。经水解和氧化后,实际的活性化合物为水杨酸(3.2)。1897年,29岁的拜耳化学家Felix Hoffmann开始了对水杨酸衍生物进行系统研究。他的父亲患有严重的风湿性关节炎,曾要求他这么做。大剂量水杨酸会引起胃部不适和呕吐。霍夫曼制备了水杨酸的简单衍生物,并在一年之内获得成功。1897年10月10日,他首次纯化合成了乙酰水杨酸(3.3 ASA)。这是一次幸运发现。虽然ASA在血浆中半衰期很短,但它在很大程度上具有镇痛、解热和抗炎作用。该临床试验是在哈雷和德尔萨尔的Diakonissenkrankenhaus对50名患者进行的。1899年2月1日拜耳公司为阿司匹林作为商标。从那时起,它就以1克装在信封里的粉末形式出售,不久之后又以药片的形式出售。批评者称,拜耳之所以开发出药片形式,只是为了让拜耳能把他们著名的拜耳十字刻在上面。阿司匹林很快在药物治疗领域占据了领先地位。上市后的一百年间,每年有4万吨的ASA被以片剂的形式在全球范围内","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><a href=\"https://laohu8.com/S/MYL\">$迈兰制药(MYL)$</a><a href=\"https://laohu8.com/S/RUBY\">$Rubius Therapeutics Inc.(RUBY)$</a>乙酰水杨酸(ASA,阿司匹林®)的发展史可以说反映了整个药物研究和发展历程及其特征,是医药史上最具代表性的案例。这对于阐明药物发现发展模式以及由此产生的新发现的靶向治疗尤其如此。柳树皮提取物自古以来就被用于治疗炎症,拿破仑在1806年至1813年间横越欧洲时,这种树皮甚至被用作金鸡纳树皮(金鸡纳茎皮和根皮为提制奎宁的主要原料,用于治疗疟疾)的替代品。水杨苷(3.1)是o-羟基苯乙醇水杨酸的糖苷,是有效作用物。经水解和氧化后,实际的活性化合物为水杨酸(3.2)。1897年,29岁的拜耳化学家Felix Hoffmann开始了对水杨酸衍生物进行系统研究。他的父亲患有严重的风湿性关节炎,曾要求他这么做。大剂量水杨酸会引起胃部不适和呕吐。霍夫曼制备了水杨酸的简单衍生物,并在一年之内获得成功。1897年10月10日,他首次纯化合成了乙酰水杨酸(3.3 ASA)。这是一次幸运发现。虽然ASA在血浆中半衰期很短,但它在很大程度上具有镇痛、解热和抗炎作用。该临床试验是在哈雷和德尔萨尔的Diakonissenkrankenhaus对50名患者进行的。1899年2月1日拜耳公司为阿司匹林作为商标。从那时起,它就以1克装在信封里的粉末形式出售,不久之后又以药片的形式出售。批评者称,拜耳之所以开发出药片形式,只是为了让拜耳能把他们著名的拜耳十字刻在上面。阿司匹林很快在药物治疗领域占据了领先地位。上市后的一百年间,每年有4万吨的ASA被以片剂的形式在全球范围内","text":"$道琼斯(.DJI)$$迈兰制药(MYL)$$Rubius Therapeutics Inc.(RUBY)$乙酰水杨酸(ASA,阿司匹林®)的发展史可以说反映了整个药物研究和发展历程及其特征,是医药史上最具代表性的案例。这对于阐明药物发现发展模式以及由此产生的新发现的靶向治疗尤其如此。柳树皮提取物自古以来就被用于治疗炎症,拿破仑在1806年至1813年间横越欧洲时,这种树皮甚至被用作金鸡纳树皮(金鸡纳茎皮和根皮为提制奎宁的主要原料,用于治疗疟疾)的替代品。水杨苷(3.1)是o-羟基苯乙醇水杨酸的糖苷,是有效作用物。经水解和氧化后,实际的活性化合物为水杨酸(3.2)。1897年,29岁的拜耳化学家Felix Hoffmann开始了对水杨酸衍生物进行系统研究。他的父亲患有严重的风湿性关节炎,曾要求他这么做。大剂量水杨酸会引起胃部不适和呕吐。霍夫曼制备了水杨酸的简单衍生物,并在一年之内获得成功。1897年10月10日,他首次纯化合成了乙酰水杨酸(3.3 ASA)。这是一次幸运发现。虽然ASA在血浆中半衰期很短,但它在很大程度上具有镇痛、解热和抗炎作用。该临床试验是在哈雷和德尔萨尔的Diakonissenkrankenhaus对50名患者进行的。1899年2月1日拜耳公司为阿司匹林作为商标。从那时起,它就以1克装在信封里的粉末形式出售,不久之后又以药片的形式出售。批评者称,拜耳之所以开发出药片形式,只是为了让拜耳能把他们著名的拜耳十字刻在上面。阿司匹林很快在药物治疗领域占据了领先地位。上市后的一百年间,每年有4万吨的ASA被以片剂的形式在全球范围内","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/993309710","isVote":1,"tweetType":1,"viewCount":2590,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274811665394","authorId":"3479274811665394","name":"lilk2road","avatar":"https://static.laohu8.com/picture176","crmLevel":1,"crmLevelSwitch":0},"content":"阿司匹林真的很了不起","text":"阿司匹林真的很了不起","html":"阿司匹林真的很了不起"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336261465,"gmtCreate":1610106741357,"gmtModify":1703742725924,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>业绩肯定是有保障的,订单都要被迫转到华虹,产能不足是当前最大的问题。看好中芯","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>业绩肯定是有保障的,订单都要被迫转到华虹,产能不足是当前最大的问题。看好中芯","text":"$中芯国际(00981)$业绩肯定是有保障的,订单都要被迫转到华虹,产能不足是当前最大的问题。看好中芯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336261465","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":999150530,"gmtCreate":1563199511820,"gmtModify":1704704882481,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIU\">$小牛电动(NIU)$</a>小牛电动还对外发布了定位为专业运动自行车品牌的NIU AERO,这是一个很有趣的思路","listText":"<a href=\"https://laohu8.com/S/NIU\">$小牛电动(NIU)$</a>小牛电动还对外发布了定位为专业运动自行车品牌的NIU AERO,这是一个很有趣的思路","text":"$小牛电动(NIU)$小牛电动还对外发布了定位为专业运动自行车品牌的NIU AERO,这是一个很有趣的思路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/999150530","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158656908,"gmtCreate":1625148593704,"gmtModify":1625148593704,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>作为国内第一的科普教育网站,专业性工具网站,我支持b站[真香] [真香] [真香] ","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>作为国内第一的科普教育网站,专业性工具网站,我支持b站[真香] [真香] [真香] ","text":"$哔哩哔哩(BILI)$作为国内第一的科普教育网站,专业性工具网站,我支持b站[真香] [真香] [真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158656908","isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388049438,"gmtCreate":1613004968724,"gmtModify":1703768252699,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":",这里面绝壁有敲诈故意勒索不怀好意之人的炒作","listText":",这里面绝壁有敲诈故意勒索不怀好意之人的炒作","text":",这里面绝壁有敲诈故意勒索不怀好意之人的炒作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388049438","repostId":"1147291160","repostType":4,"isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319683995,"gmtCreate":1611578122417,"gmtModify":1703751115822,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>隔壁都飞了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>隔壁都飞了","text":"$老虎证券(TIGR)$隔壁都飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319683995","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941556489,"gmtCreate":1594974043341,"gmtModify":1704207613317,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>交银预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸]","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>交银预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸]","text":"$哔哩哔哩(BILI)$交银预计增长和目标价调升后,把评级从买入调到中性[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/941556489","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482789443886965","authorId":"3482789443886965","name":"资本永不停歇","avatar":"https://static.tigerbbs.com/85be656832318e9ad369c72c0d651d2e","crmLevel":2,"crmLevelSwitch":0},"content":"这是啥操作","text":"这是啥操作","html":"这是啥操作"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":997418012,"gmtCreate":1567681081736,"gmtModify":1704716591096,"author":{"id":"3498024785067895","authorId":"3498024785067895","name":"摇摆的骚年","avatar":"https://static.tigerbbs.com/003cbf8b7ece3699ec71ef7b2f31b7bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>算是半年报发布日的受害者,耐心等待反弹。现在所谓的分析和对企业的批判主要还是体现在行业不规范的问题。医疗美容行业已经开展有太多年了,只是随着互联网经济网红经济的发展呈现出阶段性爆发。渠道黑医耗材质量安评等等问题一直存在,不是一个互联网平台的问题,反观,正因为有了新氧,一些问题才得以曝光,也收到了大家的关注,这个行业也会逐步走向规范。这个需求太大了,而且在东南亚市场很有前景,新氧作为医美需要平台应担起促进行业规范的责任。 ","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>算是半年报发布日的受害者,耐心等待反弹。现在所谓的分析和对企业的批判主要还是体现在行业不规范的问题。医疗美容行业已经开展有太多年了,只是随着互联网经济网红经济的发展呈现出阶段性爆发。渠道黑医耗材质量安评等等问题一直存在,不是一个互联网平台的问题,反观,正因为有了新氧,一些问题才得以曝光,也收到了大家的关注,这个行业也会逐步走向规范。这个需求太大了,而且在东南亚市场很有前景,新氧作为医美需要平台应担起促进行业规范的责任。 ","text":"$新氧(SY)$算是半年报发布日的受害者,耐心等待反弹。现在所谓的分析和对企业的批判主要还是体现在行业不规范的问题。医疗美容行业已经开展有太多年了,只是随着互联网经济网红经济的发展呈现出阶段性爆发。渠道黑医耗材质量安评等等问题一直存在,不是一个互联网平台的问题,反观,正因为有了新氧,一些问题才得以曝光,也收到了大家的关注,这个行业也会逐步走向规范。这个需求太大了,而且在东南亚市场很有前景,新氧作为医美需要平台应担起促进行业规范的责任。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/997418012","isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}