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无辜的企鹅

无辜的企鹅

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无辜的企鹅

2023-10-19

$易方达白酒(03189)$ 扶的起来么

无辜的企鹅

2023-05-23

$易方达白酒(03189)$ 买一单，支持国酒走向世界！ 30倍以下随便买，60倍以上赶紧卖！以下引用国金食饮观点：在情绪悲观时市场会放大短期担忧，例如宏观数据承压对应复苏预期较弱、批价表现未见向上突破、甚至在去库存旋律下对Q2业绩兑现持谨慎态度。当前板块身处淡季的确缺乏催化，但需求确实在稳步恢复，批价表现除需求影响外，也与酒企投放节奏、费用政策等相关。在去库存背景下，大部分酒企库存环比Q1末均有所降低，预计至Q2末会更健康，对下半年的量价走势可更乐观，情绪筑底回升具备确定性！ 💥目前板块估值位于历史低位，PE-TTM仅29X，位于近5年15-20th分位，胜率较为明确，五泸等核心标的当年PE已贴近22年10月水平，配置胜率明确，情绪极端演绎后或迎转机

无辜的企鹅

2023-01-19

$百家云(RTC)$

无辜的企鹅

2022-10-13

好！

抱歉，原内容已删除

无辜的企鹅

2020-10-29

放贷的

新股评级 | 美股史上最大金融科技IPO？陆金所控股来了！

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扶的起来么","images":[{"img":"https://static.tigerbbs.com/88a2a8fbfb8f8ae67aeeec1582ba5ddb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/232051665346872","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575271296475323","authorId":"3575271296475323","name":"菲尔C","avatar":"https://static.tigerbbs.com/1f861e7197e06596d28e4fa3446281b4","crmLevel":4,"crmLevelSwitch":1,"idStr":"3575271296475323","authorIdStr":"3575271296475323"},"content":"加仓，拉低成本[财迷]","text":"加仓，拉低成本[财迷]","html":"加仓，拉低成本[财迷]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":652405028,"gmtCreate":1684812310064,"gmtModify":1684812390610,"author":{"id":"3515987544711074","authorId":"3515987544711074","name":"无辜的企鹅","avatar":"https://static.tigerbbs.com/000ecb1d0e8802dcb3f23b34387cba64","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515987544711074","authorIdStr":"3515987544711074"},"themes":[],"htmlText":"<a 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以下引用国金食饮观点：在情绪悲观时市场会放大短期担忧，例如宏观数据承压对应复苏预期较弱、批价表现未见向上突破、甚至在去库存旋律下对Q2业绩兑现持谨慎态度。当前板块身处淡季的确缺乏催化，但需求确实在稳步恢复，批价表现除需求影响外，也与酒企投放节奏、费用政策等相关。在去库存背景下，大部分酒企库存环比Q1末均有所降低，预计至Q2末会更健康，对下半年的量价走势可更乐观，情绪筑底回升具备确定性！ 💥目前板块估值位于历史低位，PE-TTM仅29X，位于近5年15-20th分位，胜率较为明确，五泸等核心标的当年PE已贴近22年10月水平，配置胜率明确，情绪极端演绎后或迎转机","images":[{"img":"https://static.tigerbbs.com/630f7c834c284a673e5cef7179ccf6d5","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/652405028","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010318","authorId":"10000000000010318","name":"轻松一生","avatar":"https://static.tigerbbs.com/1584a930352929352fc60c172053bcc5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010318","authorIdStr":"10000000000010318"},"content":"所以现在这个时点还是很适合买入的吧","text":"所以现在这个时点还是很适合买入的吧","html":"所以现在这个时点还是很适合买入的吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626628731,"gmtCreate":1674126823223,"gmtModify":1674128219001,"author":{"id":"3515987544711074","authorId":"3515987544711074","name":"无辜的企鹅","avatar":"https://static.tigerbbs.com/000ecb1d0e8802dcb3f23b34387cba64","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515987544711074","authorIdStr":"3515987544711074"},"themes":[],"htmlText":"<a 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11:57","market":"hk","language":"zh","title":"新股评级 | 美股史上最大金融科技IPO？陆金所控股来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2076032452","media":"IPO老司机","summary":"尽管招股书中暂未披露IPO的定价和融资额度，但据此前公开数据显示，陆金所控股在C轮融资后估值达394亿美元。同时，据此前市场传闻，此次IPO将募集20亿至30亿美元，有望成为今年在美上市的最大中概股IPO，以及美股迄今最大金融科技IPO。加上此次陆金所控股赴美上市，国内的三家金融科技独角兽或于不久的将来，在资本市场相聚。","content":"<html><body><p>原标题：新股评级 | 美股史上最大金融科技IPO？<a href=\"https://laohu8.com/S/LU\">陆金所</a>控股来了！ 来源：IPO老司机</p><p>北京时间10月8日，金融科技独角兽陆金所控股正式向美国证券交易委员会（SEC）递交F-1文件，拟于纽交所上市，代码为LU。此次IPO由<a href=\"https://laohu8.com/S/GS\">高盛</a>、美银、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>和平安证券(香港)联合承销。</p><p>尽管招股书中暂未披露IPO的定价和融资额度，但据此前公开数据显示，<font>陆金所控股在C轮融资后估值达394亿美元</font>。同时，据此前市场传闻，此次IPO将募集20亿至30亿美元，<font>有望成为今年在美上市的最大中概股IPO，以及美股迄今最大金融科技IPO。</font></p><p>陆金所控股是平安集团旗下的金融服务平台，主营业务为财富管理与零售信贷，这两大业务分别在中国非传统金融机构市场中排名第二和第三名。</p><p>若此次IPO进展顺利，陆金所控股将成为继<a href=\"https://laohu8.com/S/01833\">平安好医生</a>（01833.HK）、<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>(OCFT.US）后，又一家由平安集团孵化的「独角兽」上市公司。</p><div><img src=\"http://k.sinaimg.cn/n/spider20201017/86/w1080h3806/20201017/be48-kaqzmiw1207548.png/w720fin.jpg\"/></div><p>值得注意的是，同样是国内金融科技巨头的蚂蚁集团和京东数科近期纷纷启动了上市计划。加上此次陆金所控股赴美上市，国内的三家金融科技独角兽或于不久的将来，在资本市场相聚。</p>金秋行情出现调整？抓紧上车机会！【立即开户，别错过下一波大行情！】</body></html>","source":"sina_symbol","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>新股评级 | 美股史上最大金融科技IPO？陆金所控股来了！</title>\n<style 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来源：IPO老司机北京时间10月8日，金融科技独角兽陆金所控股正式向美国证券交易委员会（SEC）递交F-1文件，拟于纽交所上市，代码为LU。此次IPO由高盛、美银、瑞银、汇丰和平安证券(香港)联合承销。尽管招股书中暂未披露IPO的定价和融资额度，但据此前公开数据显示，陆金所控股在C轮融资后估值达394亿美元。同时，据此前市场传闻，...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-10-17/doc-iiznezxr6471474.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/8b316935034311b351e6e3b3c20c27e8","relate_stocks":{"168701":"金融科技","399699":"金融科技","LU":"陆金所"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-10-17/doc-iiznezxr6471474.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2076032452","content_text":"原标题：新股评级 | 美股史上最大金融科技IPO？陆金所控股来了！ 来源：IPO老司机北京时间10月8日，金融科技独角兽陆金所控股正式向美国证券交易委员会（SEC）递交F-1文件，拟于纽交所上市，代码为LU。此次IPO由高盛、美银、瑞银、汇丰和平安证券(香港)联合承销。尽管招股书中暂未披露IPO的定价和融资额度，但据此前公开数据显示，陆金所控股在C轮融资后估值达394亿美元。同时，据此前市场传闻，此次IPO将募集20亿至30亿美元，有望成为今年在美上市的最大中概股IPO，以及美股迄今最大金融科技IPO。陆金所控股是平安集团旗下的金融服务平台，主营业务为财富管理与零售信贷，这两大业务分别在中国非传统金融机构市场中排名第二和第三名。若此次IPO进展顺利，陆金所控股将成为继平安好医生（01833.HK）、金融壹账通(OCFT.US）后，又一家由平安集团孵化的「独角兽」上市公司。值得注意的是，同样是国内金融科技巨头的蚂蚁集团和京东数科近期纷纷启动了上市计划。加上此次陆金所控股赴美上市，国内的三家金融科技独角兽或于不久的将来，在资本市场相聚。金秋行情出现调整？抓紧上车机会！【立即开户，别错过下一波大行情！】","news_type":1},"isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":652405028,"gmtCreate":1684812310064,"gmtModify":1684812390610,"author":{"id":"3515987544711074","authorId":"3515987544711074","name":"无辜的企鹅","avatar":"https://static.tigerbbs.com/000ecb1d0e8802dcb3f23b34387cba64","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515987544711074","authorIdStr":"3515987544711074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$&nbsp;</a>买一单，支持国酒走向世界！ 30倍以下随便买，60倍以上赶紧卖！ 以下引用国金食饮观点：在情绪悲观时市场会放大短期担忧，例如宏观数据承压对应复苏预期较弱、批价表现未见向上突破、甚至在去库存旋律下对Q2业绩兑现持谨慎态度。当前板块身处淡季的确缺乏催化，但需求确实在稳步恢复，批价表现除需求影响外，也与酒企投放节奏、费用政策等相关。在去库存背景下，大部分酒企库存环比Q1末均有所降低，预计至Q2末会更健康，对下半年的量价走势可更乐观，情绪筑底回升具备确定性！ 💥目前板块估值位于历史低位，PE-TTM仅29X，位于近5年15-20th分位，胜率较为明确，五泸等核心标的当年PE已贴近22年10月水平，配置胜率明确，情绪极端演绎后或迎转机","listText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$&nbsp;</a>买一单，支持国酒走向世界！ 30倍以下随便买，60倍以上赶紧卖！ 以下引用国金食饮观点：在情绪悲观时市场会放大短期担忧，例如宏观数据承压对应复苏预期较弱、批价表现未见向上突破、甚至在去库存旋律下对Q2业绩兑现持谨慎态度。当前板块身处淡季的确缺乏催化，但需求确实在稳步恢复，批价表现除需求影响外，也与酒企投放节奏、费用政策等相关。在去库存背景下，大部分酒企库存环比Q1末均有所降低，预计至Q2末会更健康，对下半年的量价走势可更乐观，情绪筑底回升具备确定性！ 💥目前板块估值位于历史低位，PE-TTM仅29X，位于近5年15-20th分位，胜率较为明确，五泸等核心标的当年PE已贴近22年10月水平，配置胜率明确，情绪极端演绎后或迎转机","text":"$易方达白酒(03189)$ 买一单，支持国酒走向世界！ 30倍以下随便买，60倍以上赶紧卖！ 以下引用国金食饮观点：在情绪悲观时市场会放大短期担忧，例如宏观数据承压对应复苏预期较弱、批价表现未见向上突破、甚至在去库存旋律下对Q2业绩兑现持谨慎态度。当前板块身处淡季的确缺乏催化，但需求确实在稳步恢复，批价表现除需求影响外，也与酒企投放节奏、费用政策等相关。在去库存背景下，大部分酒企库存环比Q1末均有所降低，预计至Q2末会更健康，对下半年的量价走势可更乐观，情绪筑底回升具备确定性！ 💥目前板块估值位于历史低位，PE-TTM仅29X，位于近5年15-20th分位，胜率较为明确，五泸等核心标的当年PE已贴近22年10月水平，配置胜率明确，情绪极端演绎后或迎转机","images":[{"img":"https://static.tigerbbs.com/630f7c834c284a673e5cef7179ccf6d5","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/652405028","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010318","authorId":"10000000000010318","name":"轻松一生","avatar":"https://static.tigerbbs.com/1584a930352929352fc60c172053bcc5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010318","authorIdStr":"10000000000010318"},"content":"所以现在这个时点还是很适合买入的吧","text":"所以现在这个时点还是很适合买入的吧","html":"所以现在这个时点还是很适合买入的吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":232051665346872,"gmtCreate":1697683220328,"gmtModify":1697684455474,"author":{"id":"3515987544711074","authorId":"3515987544711074","name":"无辜的企鹅","avatar":"https://static.tigerbbs.com/000ecb1d0e8802dcb3f23b34387cba64","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515987544711074","authorIdStr":"3515987544711074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$&nbsp;</a>扶的起来么","listText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$&nbsp;</a>扶的起来么","text":"$易方达白酒(03189)$ 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href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1218892&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>麦格理发表研究报告指，中国平安  将於10月26日公布第三季业绩，预期表现令人失望，产品组合不利影响及中小企业信贷状况恶化的情况下，预期第三季税後净利、税後经营溢利及新业务价值都将逊於预期。虽然中国平安次季业绩因税率下降胜预期，但麦格理认为疫情下更大规模的停工，导致经营环境更具挑战性，利润及新业务价值料受压，预料该股将遭进一步向下重评。报告称，平安寿险首年保费第三季按年跌12%，跌幅较第二季的按年...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1218892&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02318":"中国平安","LU":"陆金所"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1218892&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2275906036","content_text":"麦格理发表研究报告指，中国平安  将於10月26日公布第三季业绩，预期表现令人失望，产品组合不利影响及中小企业信贷状况恶化的情况下，预期第三季税後净利、税後经营溢利及新业务价值都将逊於预期。虽然中国平安次季业绩因税率下降胜预期，但麦格理认为疫情下更大规模的停工，导致经营环境更具挑战性，利润及新业务价值料受压，预料该股将遭进一步向下重评。报告称，平安寿险首年保费第三季按年跌12%，跌幅较第二季的按年跌1%显着扩大，由於产品组合转向储蓄产品，该行预计新业务价值利润率将降至25%，拖累期内新业务价值将按年跌23%，较市场预期按年跌幅10%至15%更差。麦格理重申予平安「跑输大市」评级，目标价维持35元不变。(gc/da)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}