李小平律师的个人主页 - 老虎社区

李小平律师

李小平律师

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IP属地：浙江

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9主题

0勋章

李小平律师

2023-04-01

$RLX科技(RLX)$ 期待上十块

李小平律师

2021-10-24

看看什么时间退市

$摩贝(MKD)$当初看便宜

看看什么时间退市

李小平律师

2022-02-05

‌$Splitit(SPT.AU)$‌这个票低于0.2后，再加不迟。要有耐心

李小平律师

2022-02-05

‌$Aus Tin Mining Ltd(ANW.AU)$‌这个票拿了一年了，一直没有动静啊，有意思，持有十年时间看看

李小平律师

2022-12-02

$Quoin Pharmaceuticals(QNRX)$ 想不到，不知道会跌到0.2么

李小平律师

2021-12-19

公司的商业模式是什么

$卡德诺有限公司(CDD.AU)$这个公司的商业模式是什么啊

公司的商业模式是什么

李小平律师

2021-10-24

资深专业律师

退休以后的专业投资人

资深专业律师

李小平律师

2021-10-24

老虎证券开始交易了，买了两只股票做多，后来发现做空更好。

李小平律师

2022-12-02

$Quoin Pharmaceuticals(QNRX)$ 合股g后有机会出，可惜可惜错过

李小平律师

2022-02-05

‌$Wooboard Technologies(WOO.AU)$‌估计这个是不多的软件公司，能如此低

李小平律师

2022-02-05

有没有同是持有的

@李小平律师:‌$Aus Tin Mining Ltd(ANW.AU)$‌这个票拿了一年了，一直没有动静啊，有意思，持有十年时间看看

李小平律师

2022-03-28

这篇文章不错，转发给大家看

抱歉，原内容已删除

李小平律师

2022-03-18

2022/03/18 交易笔记 by 李小平律师

2022/03/18 成本现价浮动收益 Quoin Pharmaceuticals(QNRX) 2.22 1.42 -36.10% 不知道反弹力度大不大

2022/03/18 交易笔记 by 李小平律师

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$&nbsp;</a>期待上十块","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$&nbsp;</a>期待上十块","text":"$RLX科技(RLX)$ 期待上十块","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653035902","isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620740474,"gmtCreate":1669993670899,"gmtModify":1669993672942,"author":{"id":"3515385926361331","authorId":"3515385926361331","name":"李小平律师","avatar":"https://static.tigerbbs.com/e5fe6c292e05fb7b4fe65a9f138bda9c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515385926361331","authorIdStr":"3515385926361331"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QNRX\">$Quoin Pharmaceuticals(QNRX)$ &nbsp;</a>想不到，不知道会跌到0.2么","listText":"<a href=\"https://laohu8.com/S/QNRX\">$Quoin Pharmaceuticals(QNRX)$ &nbsp;</a>想不到，不知道会跌到0.2么","text":"$Quoin Pharmaceuticals(QNRX)$ 想不到，不知道会跌到0.2么","images":[{"img":"https://static.tigerbbs.com/fd01dc504f8b5cbcf1384ff00f5591fa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/620740474","isVote":1,"tweetType":1,"viewCount":2702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":620740088,"gmtCreate":1669993453444,"gmtModify":1669993454339,"author":{"id":"3515385926361331","authorId":"3515385926361331","name":"李小平律师","avatar":"https://static.tigerbbs.com/e5fe6c292e05fb7b4fe65a9f138bda9c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515385926361331","authorIdStr":"3515385926361331"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QNRX\">$Quoin Pharmaceuticals(QNRX)$ &nbsp;</a>合股g后有机会出，可惜可惜错过","listText":"<a href=\"https://laohu8.com/S/QNRX\">$Quoin Pharmaceuticals(QNRX)$ &nbsp;</a>合股g后有机会出，可惜可惜错过","text":"$Quoin Pharmaceuticals(QNRX)$ 合股g后有机会出，可惜可惜错过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620740088","isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610036381,"gmtCreate":1648427491655,"gmtModify":1648427491655,"author":{"id":"3515385926361331","authorId":"3515385926361331","name":"李小平律师","avatar":"https://static.tigerbbs.com/e5fe6c292e05fb7b4fe65a9f138bda9c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515385926361331","authorIdStr":"3515385926361331"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610036381","repostId":"1130425804","repostType":2,"repost":{"id":"1130425804","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648422746,"share":"https://www.laohu8.com/m/news/1130425804?lang=&edition=full","pubTime":"2022-03-28 07:12","market":"hk","language":"zh","title":"本周前瞻 | 美国非农来袭！小鹏汽车、快手等将公布财报","url":"https://stock-news.laohu8.com/highlight/detail?id=1130425804","media":"老虎资讯综合","summary":"摘要：经济数据方面：美国ADP就业人数、非农报告、中国官方制造业PMI将陆续公布。财报方面：小鹏汽车、农夫山泉、长城汽车、比亚迪股份、奈雪的茶、快手、思摩尔国际等公司将公布业绩。新股方面：瑞科生物、法","content":"<html><head></head><body><p><b>摘要：</b></p><blockquote>经济数据方面：美国ADP就业人数、非农报告、中国官方制造业PMI将陆续公布。</blockquote><blockquote>财报方面：<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>、<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>、快手、<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>等公司将公布业绩。</blockquote><blockquote>新股方面：瑞科生物、法拉帝、力高健康生活等新股周三公布中签结果，周四上市。</blockquote><p><b>3月28日 周一关键词：小鹏汽车、农夫山泉财报</b><img src=\"https://static.tigerbbs.com/8c397f0558c3ae1d6077730ac6a2bb97\" tg-width=\"1356\" tg-height=\"575\" referrerpolicy=\"no-referrer\"/>周一经济数据和事件较少，而<b>财报方面，可关注<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>、<a href=\"https://laohu8.com/S/06618\">京东健康</a>等财报。</b></p><p>据彭博预期，小鹏汽车当季营业收入为81.24亿元，调整后净利润为亏损20.98亿元，调整后的每股收益约为-2.42元。</p><p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>预计公司2021年营收为293亿元，归母净利润为69.8亿元，同比增速32.3%。该机构认为包装饮用水行业仍是前景可期的黄金赛道，预计2025年规模将超过3000亿元，2021-2025复合增速约5%，健康化及高端化仍是农夫山泉的成长逻辑。</p><p><b>3月29日 周二关键词：美国谘商会消费者信心指数、长城汽车/比亚迪股份/快手财报</b><img src=\"https://static.tigerbbs.com/db6ead8ab8fc16e90d8efd95e90b2c03\" tg-width=\"1366\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/fbcc30d9c2cbf380ceafb1bef0a2a6d6\" tg-width=\"1418\" tg-height=\"538\" referrerpolicy=\"no-referrer\"/>周二，<b>数据方面，</b>可关注美国谘商会消费者信心指数。</p><p><b>事件方面，</b>可关注费城联储主席哈克就美国经济前景发表讲话。今年年初，费城联储主席哈克在接受采访时表示，如果美国通胀率继续飙升，他将支持在今年加息超过三次。投资者可观察其对加息的观点是否改变。</p><p><b>财报方面，可关注<a href=\"https://laohu8.com/S/02333\">长城汽车</a>、<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>等公司的财报。</b></p><p>安信证券预计<a href=\"https://laohu8.com/S/002594\">比亚迪</a>股份2021年净利润为55亿元。公司在2021年11月配售了5000万股H股，有助于进一步提升公司研发能力，保持行业领先地位。随着公司车型矩阵持续完善，新能源车竞争力持续得到验证，公司智能化+出海有望成为新的亮点。此外，动力电池外供加速、储能电池出货提升，供应链价值凸显。因而维持买入评级，继续重点推荐。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>预计快手21年收入797亿元，认为公司的平台生态和商业化的增长动力很完善，作为国内头部短视频平台，快手有望持续优化产品模式、内容战略及商业化，实现收入突破和净亏损改善。参考可比公司情况及结合公司自身业务特征，予目标价160港元。</p><p><b>3月30日 周三关键词：美国ADP就业人数、思摩尔国际/赣锋锂业/美光科技财报、瑞科生物公布中签结果</b><img src=\"https://static.tigerbbs.com/64c062ccabe7818f6d86de79eabe85e4\" tg-width=\"1084\" tg-height=\"740\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/8e5860d87f32703a6edcc381425e1b8a\" tg-width=\"1422\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/>周三，<b>数据方面，可重点关注美国ADP就业人数。</b>受服务业等行业招聘火热带动，美国2月ADP就业人数好于预期。美国2月ADP就业人数增加47.5万超预期，前值修正后由降转增。受疫情影响较为严重的服务业成为拉动美国就业增长的主要动力，主要包括休闲和酒店业、专业和商业服务、零售业。经济学家预计，劳动力供给提升，叠加工资上行将进一步支撑美国就业市场快速修复。</p><p><b>财报方面，可关注<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>等公司的财报。</b></p><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>预计思摩尔国际2021年收入为141.3亿元；调整后净利为52.5亿元。天风证券认为公司作为全球最大雾化设备制造商，壁垒优势不断凸显，与BAT、JTI、NJOY、悦刻等大客户深度绑定，在监管不断趋严的背景下，产业链上下游集中度均将加速提升，公司有望继续分享行业超额增长。基于公司的技术和龙头优势，给予2023年20倍PE，目标价29港元。</p><p><b>新股方面，可重点关注<a href=\"https://laohu8.com/S/02179\">瑞科生物-B</a>的中签结果。</b>瑞科生物于3月21日-24日招股，拟发行3085.45万股股份，每股发行价为24.8港元，每手500股，预期将于3月31日上市。</p><p><b>3月31日 周四关键词：中国官方PMI、美国初请失业金人数、融创中国财报</b><img src=\"https://static.tigerbbs.com/8078d2fdf696fb9769fd2cce4040621e\" tg-width=\"1088\" tg-height=\"770\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/a0a2f8d88766e6d6fb720ca5a564ea05\" tg-width=\"1143\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/>周四，<b>数据方面，</b>首先可关注9:30公布的<b>中国3月官方制造业PMI</b>。2月份，中国制造业采购经理指数(PMI)为50.2%，比上月上升0.1个百分点，继续高于临界点，制造业景气水平略有上升。3月份数据有望继续改善。</p><p>对于<b>美国初请失业金人数</b>，美国劳工部周四公布的数据显示，截至3月19日当周的初请失业金人数为18.7万，低于市场预期的21万，较前一周减少了2.8万。该数字为1969年以来最低，表明在就业岗位空缺接近纪录高位且劳动力参与率下降之际，雇主正拼命留住工人。</p><p><b>财报方面，</b>可关注<b><a href=\"https://laohu8.com/S/01918\">融创中国</a></b>、<a href=\"https://laohu8.com/S/00302\">中手游</a>等公司的财报。</p><p><b>4月1日 周五关键词：中国财新制造业PMI、美国失业率、美国非农就业人口</b><img src=\"https://static.tigerbbs.com/2b1e7e7489e492181f2974ff71b51346\" tg-width=\"1366\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/2c99230a4c819cdf5bb4dcbad45d8a1f\" tg-width=\"1361\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/04699652c06087082d2d56241da8c3e2\" tg-width=\"1427\" tg-height=\"492\" referrerpolicy=\"no-referrer\"/>周五，<b>数据方面，重点关注美国非农报告。</b>美国劳工部公布的2月非农就业报告显示，美国2月非农就业人口增加67.8万人，大超市场预期的40万人和前值46.7万人，创去年7月来的最大涨幅。此前，美国1月非农就业人口也意外新增46.7万。同时，失业率也继续改善。2月非农失业率为3.8%，低于市场预期的3.9%和前值4%，再创2020年2月新冠疫情暴发以来的新低。</p></body></html>","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>本周前瞻 | 美国非农来袭！小鹏汽车、快手等将公布财报</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本周前瞻 | 美国非农来袭！小鹏汽车、快手等将公布财报\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-28 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>摘要：</b></p><blockquote>经济数据方面：美国ADP就业人数、非农报告、中国官方制造业PMI将陆续公布。</blockquote><blockquote>财报方面：<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>、<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>、快手、<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>等公司将公布业绩。</blockquote><blockquote>新股方面：瑞科生物、法拉帝、力高健康生活等新股周三公布中签结果，周四上市。</blockquote><p><b>3月28日 周一关键词：小鹏汽车、农夫山泉财报</b><img src=\"https://static.tigerbbs.com/8c397f0558c3ae1d6077730ac6a2bb97\" tg-width=\"1356\" tg-height=\"575\" referrerpolicy=\"no-referrer\"/>周一经济数据和事件较少，而<b>财报方面，可关注<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>、<a href=\"https://laohu8.com/S/06618\">京东健康</a>等财报。</b></p><p>据彭博预期，小鹏汽车当季营业收入为81.24亿元，调整后净利润为亏损20.98亿元，调整后的每股收益约为-2.42元。</p><p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>预计公司2021年营收为293亿元，归母净利润为69.8亿元，同比增速32.3%。该机构认为包装饮用水行业仍是前景可期的黄金赛道，预计2025年规模将超过3000亿元，2021-2025复合增速约5%，健康化及高端化仍是农夫山泉的成长逻辑。</p><p><b>3月29日 周二关键词：美国谘商会消费者信心指数、长城汽车/比亚迪股份/快手财报</b><img src=\"https://static.tigerbbs.com/db6ead8ab8fc16e90d8efd95e90b2c03\" tg-width=\"1366\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/fbcc30d9c2cbf380ceafb1bef0a2a6d6\" tg-width=\"1418\" tg-height=\"538\" referrerpolicy=\"no-referrer\"/>周二，<b>数据方面，</b>可关注美国谘商会消费者信心指数。</p><p><b>事件方面，</b>可关注费城联储主席哈克就美国经济前景发表讲话。今年年初，费城联储主席哈克在接受采访时表示，如果美国通胀率继续飙升，他将支持在今年加息超过三次。投资者可观察其对加息的观点是否改变。</p><p><b>财报方面，可关注<a href=\"https://laohu8.com/S/02333\">长城汽车</a>、<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>等公司的财报。</b></p><p>安信证券预计<a href=\"https://laohu8.com/S/002594\">比亚迪</a>股份2021年净利润为55亿元。公司在2021年11月配售了5000万股H股，有助于进一步提升公司研发能力，保持行业领先地位。随着公司车型矩阵持续完善，新能源车竞争力持续得到验证，公司智能化+出海有望成为新的亮点。此外，动力电池外供加速、储能电池出货提升，供应链价值凸显。因而维持买入评级，继续重点推荐。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>预计快手21年收入797亿元，认为公司的平台生态和商业化的增长动力很完善，作为国内头部短视频平台，快手有望持续优化产品模式、内容战略及商业化，实现收入突破和净亏损改善。参考可比公司情况及结合公司自身业务特征，予目标价160港元。</p><p><b>3月30日 周三关键词：美国ADP就业人数、思摩尔国际/赣锋锂业/美光科技财报、瑞科生物公布中签结果</b><img src=\"https://static.tigerbbs.com/64c062ccabe7818f6d86de79eabe85e4\" tg-width=\"1084\" tg-height=\"740\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/8e5860d87f32703a6edcc381425e1b8a\" tg-width=\"1422\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/>周三，<b>数据方面，可重点关注美国ADP就业人数。</b>受服务业等行业招聘火热带动，美国2月ADP就业人数好于预期。美国2月ADP就业人数增加47.5万超预期，前值修正后由降转增。受疫情影响较为严重的服务业成为拉动美国就业增长的主要动力，主要包括休闲和酒店业、专业和商业服务、零售业。经济学家预计，劳动力供给提升，叠加工资上行将进一步支撑美国就业市场快速修复。</p><p><b>财报方面，可关注<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>等公司的财报。</b></p><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>预计思摩尔国际2021年收入为141.3亿元；调整后净利为52.5亿元。天风证券认为公司作为全球最大雾化设备制造商，壁垒优势不断凸显，与BAT、JTI、NJOY、悦刻等大客户深度绑定，在监管不断趋严的背景下，产业链上下游集中度均将加速提升，公司有望继续分享行业超额增长。基于公司的技术和龙头优势，给予2023年20倍PE，目标价29港元。</p><p><b>新股方面，可重点关注<a href=\"https://laohu8.com/S/02179\">瑞科生物-B</a>的中签结果。</b>瑞科生物于3月21日-24日招股，拟发行3085.45万股股份，每股发行价为24.8港元，每手500股，预期将于3月31日上市。</p><p><b>3月31日 周四关键词：中国官方PMI、美国初请失业金人数、融创中国财报</b><img src=\"https://static.tigerbbs.com/8078d2fdf696fb9769fd2cce4040621e\" tg-width=\"1088\" tg-height=\"770\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/a0a2f8d88766e6d6fb720ca5a564ea05\" tg-width=\"1143\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/>周四，<b>数据方面，</b>首先可关注9:30公布的<b>中国3月官方制造业PMI</b>。2月份，中国制造业采购经理指数(PMI)为50.2%，比上月上升0.1个百分点，继续高于临界点，制造业景气水平略有上升。3月份数据有望继续改善。</p><p>对于<b>美国初请失业金人数</b>，美国劳工部周四公布的数据显示，截至3月19日当周的初请失业金人数为18.7万，低于市场预期的21万，较前一周减少了2.8万。该数字为1969年以来最低，表明在就业岗位空缺接近纪录高位且劳动力参与率下降之际，雇主正拼命留住工人。</p><p><b>财报方面，</b>可关注<b><a href=\"https://laohu8.com/S/01918\">融创中国</a></b>、<a href=\"https://laohu8.com/S/00302\">中手游</a>等公司的财报。</p><p><b>4月1日 周五关键词：中国财新制造业PMI、美国失业率、美国非农就业人口</b><img src=\"https://static.tigerbbs.com/2b1e7e7489e492181f2974ff71b51346\" tg-width=\"1366\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/2c99230a4c819cdf5bb4dcbad45d8a1f\" tg-width=\"1361\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/04699652c06087082d2d56241da8c3e2\" tg-width=\"1427\" tg-height=\"492\" referrerpolicy=\"no-referrer\"/>周五，<b>数据方面，重点关注美国非农报告。</b>美国劳工部公布的2月非农就业报告显示，美国2月非农就业人口增加67.8万人，大超市场预期的40万人和前值46.7万人，创去年7月来的最大涨幅。此前，美国1月非农就业人口也意外新增46.7万。同时，失业率也继续改善。2月非农失业率为3.8%，低于市场预期的3.9%和前值4%，再创2020年2月新冠疫情暴发以来的新低。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"BK1608":"元宇宙概念","01024":"快手-W","BK1539":"汽车股","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1095":"互动媒体与服务","BK1575":"同股不同权","BK1591":"就地过年概念",".DJI":"道琼斯","BK4555":"新能源车",".IXIC":"NASDAQ Composite","BK4526":"热门中概股","BK4505":"高瓴资本持仓","DUST":"二倍做空黄金矿业指数ETF-Direxion","XPEV":"小鹏汽车","09868":"小鹏汽车-W","NUGT":"二倍做多黄金矿业指数ETF-Direxion",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130425804","content_text":"摘要：经济数据方面：美国ADP就业人数、非农报告、中国官方制造业PMI将陆续公布。财报方面：小鹏汽车、农夫山泉、长城汽车、比亚迪股份、奈雪的茶、快手、思摩尔国际等公司将公布业绩。新股方面：瑞科生物、法拉帝、力高健康生活等新股周三公布中签结果，周四上市。3月28日 周一关键词：小鹏汽车、农夫山泉财报周一经济数据和事件较少，而财报方面，可关注小鹏汽车、农夫山泉、京东健康等财报。据彭博预期，小鹏汽车当季营业收入为81.24亿元，调整后净利润为亏损20.98亿元，调整后的每股收益约为-2.42元。兴业证券预计公司2021年营收为293亿元，归母净利润为69.8亿元，同比增速32.3%。该机构认为包装饮用水行业仍是前景可期的黄金赛道，预计2025年规模将超过3000亿元，2021-2025复合增速约5%，健康化及高端化仍是农夫山泉的成长逻辑。3月29日 周二关键词：美国谘商会消费者信心指数、长城汽车/比亚迪股份/快手财报周二，数据方面，可关注美国谘商会消费者信心指数。事件方面，可关注费城联储主席哈克就美国经济前景发表讲话。今年年初，费城联储主席哈克在接受采访时表示，如果美国通胀率继续飙升，他将支持在今年加息超过三次。投资者可观察其对加息的观点是否改变。财报方面，可关注长城汽车、比亚迪股份、快手-W等公司的财报。安信证券预计比亚迪股份2021年净利润为55亿元。公司在2021年11月配售了5000万股H股，有助于进一步提升公司研发能力，保持行业领先地位。随着公司车型矩阵持续完善，新能源车竞争力持续得到验证，公司智能化+出海有望成为新的亮点。此外，动力电池外供加速、储能电池出货提升，供应链价值凸显。因而维持买入评级，继续重点推荐。中信证券预计快手21年收入797亿元，认为公司的平台生态和商业化的增长动力很完善，作为国内头部短视频平台，快手有望持续优化产品模式、内容战略及商业化，实现收入突破和净亏损改善。参考可比公司情况及结合公司自身业务特征，予目标价160港元。3月30日 周三关键词：美国ADP就业人数、思摩尔国际/赣锋锂业/美光科技财报、瑞科生物公布中签结果周三，数据方面，可重点关注美国ADP就业人数。受服务业等行业招聘火热带动，美国2月ADP就业人数好于预期。美国2月ADP就业人数增加47.5万超预期，前值修正后由降转增。受疫情影响较为严重的服务业成为拉动美国就业增长的主要动力，主要包括休闲和酒店业、专业和商业服务、零售业。经济学家预计，劳动力供给提升，叠加工资上行将进一步支撑美国就业市场快速修复。财报方面，可关注思摩尔国际、赣锋锂业、美光科技等公司的财报。天风证券预计思摩尔国际2021年收入为141.3亿元；调整后净利为52.5亿元。天风证券认为公司作为全球最大雾化设备制造商，壁垒优势不断凸显，与BAT、JTI、NJOY、悦刻等大客户深度绑定，在监管不断趋严的背景下，产业链上下游集中度均将加速提升，公司有望继续分享行业超额增长。基于公司的技术和龙头优势，给予2023年20倍PE，目标价29港元。新股方面，可重点关注瑞科生物-B的中签结果。瑞科生物于3月21日-24日招股，拟发行3085.45万股股份，每股发行价为24.8港元，每手500股，预期将于3月31日上市。3月31日 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