+关注
天_
暂无个人介绍
IP属地:未知
16
关注
0
粉丝
0
主题
0
勋章
主贴
热门
天_
2022-01-17
1月17日的报道,你和我说12月7号的事???
段永平罕见出手!抄底这家5000亿疫苗巨头
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3522317208844387,"uuid":"3522317208844387","gmtCreate":1559223188783,"gmtModify":1559223188783,"name":"天_","pinyin":"ttian","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/ed9f1d462c41c2d2536cca0c25c80787","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":16,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"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":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":697896976,"gmtCreate":1642391416527,"gmtModify":1642391416527,"author":{"id":"3522317208844387","authorId":"3522317208844387","name":"天_","avatar":"https://static.tigerbbs.com/ed9f1d462c41c2d2536cca0c25c80787","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"1月17日的报道,你和我说12月7号的事???","listText":"1月17日的报道,你和我说12月7号的事???","text":"1月17日的报道,你和我说12月7号的事???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697896976","repostId":"2203289577","repostType":4,"repost":{"id":"2203289577","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1642387292,"share":"https://www.laohu8.com/m/news/2203289577?lang=&edition=full","pubTime":"2022-01-17 10:41","market":"sh","language":"zh","title":"段永平罕见出手!抄底这家5000亿疫苗巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=2203289577","media":"中国基金报","summary":"段永平再出手,抄底五千亿疫苗巨头卖出看跌期权,斥资约800万北京时间16日凌晨,投资大师段永平在社交媒体账户上晒出了自己的交易单。疫苗巨头已回撤58%近期还遭遇总裁2800万减持截至美东时间1月14日周五收盘,疫苗巨头Moderna的股票价格为204.73美元,市值为830亿美元,约合5272亿人民币。段永平抄底消息传出后,拼多多一日内暴涨12%,新东方一日大涨6%。","content":"<div>\n<p>前段时间刚抄底中概股的段永平,又出手了。这次是抄底疫苗巨头Moderna,抄底方式还是卖出看跌期权,涉及交易金额大约800万。段永平还说自己就想打Moderna的疫苗,但是前两针没打到,打第三针的时候才打到。而即使旗下疫苗的受欢迎程度还不错,Moderna最近的股价表现却不太好,从去年8月股价创新高以来,这家巨头股价已经跌了58%。段永平再出手,抄底五千亿疫苗巨头卖出看跌期权,斥资约800万北京...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n","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>段永平罕见出手!抄底这家5000亿疫苗巨头</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段永平罕见出手!抄底这家5000亿疫苗巨头\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-17 10:41 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前段时间刚抄底中概股的段永平,又出手了。这次是抄底疫苗巨头Moderna,抄底方式还是卖出看跌期权,涉及交易金额大约800万。段永平还说自己就想打Moderna的疫苗,但是前两针没打到,打第三针的时候才打到。而即使旗下疫苗的受欢迎程度还不错,Moderna最近的股价表现却不太好,从去年8月股价创新高以来,这家巨头股价已经跌了58%。段永平再出手,抄底五千亿疫苗巨头卖出看跌期权,斥资约800万北京...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7266d50c7c24c65957cc0c5bd973891","relate_stocks":{"BK4505":"高瓴资本持仓","BK4510":"在线教育","BK1228":"教育服务","AZN":"阿斯利康","BK4504":"桥水持仓","BK1596":"K12教育","BK4548":"巴美列捷福持仓","BK1519":"在线教育","PDD":"拼多多","09901":"新东方-S","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","BK4204":"教育服务","BK4534":"瑞士信贷持仓","AVXT":"AVAX Technologies, Inc.","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4506":"内地教育股","PFE":"辉瑞","BK4007":"制药","BK4558":"双十一","QNETCN":"纳斯达克中美互联网老虎指数","BNTX":"BioNTech SE","BK1588":"回港中概股","BK4509":"腾讯概念","MRNA":"Moderna, Inc.","BK4535":"淡马锡持仓","EDU":"新东方","TTTN":"老虎中美互联网巨头ETF","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4568":"美国抗疫概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK1556":"内地教育股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203289577","content_text":"前段时间刚抄底中概股的段永平,又出手了。这次是抄底疫苗巨头Moderna,抄底方式还是卖出看跌期权,涉及交易金额大约800万。段永平还说自己就想打Moderna的疫苗,但是前两针没打到,打第三针的时候才打到。而即使旗下疫苗的受欢迎程度还不错,Moderna最近的股价表现却不太好,从去年8月股价创新高以来,这家巨头股价已经跌了58%。段永平再出手,抄底五千亿疫苗巨头卖出看跌期权,斥资约800万北京时间16日凌晨,投资大师段永平在社交媒体账户上晒出了自己的交易单。他通过卖出看跌期权的方式抄底了疫苗巨头Moderna。他写道,“我现在对MRNA有点兴趣,但这不属于我能力圈内的东西。小赌怡情,逼下自己,希望一年内我可以大致看明白这家公司。”随后,他又指出礼拜一之前还可以改单,他将卖出看跌期权的数量从1000个减到了300个。按照段永平晒出的交易单估算,当他把下单数改为300后,这笔交易的金额降到了126万美元左右,约合800万人民币。公开信息显示,Moderna为一家生物技术企业,其总部位于美国马萨诸塞州剑桥市。2020年12月,美国食品和药物管理局(FDA)批准Moderna新冠疫苗的紧急使用授权(EUA)。Moderna新冠疫苗因此成为继辉瑞/BioNTech疫苗之后,美国批准的第二个新冠疫苗。段永平还自称也打了Moderna的疫苗。他写道,“我的第三针就是mrna,头两针就想打但没打到。我觉得这家公司有点意思。”疫苗巨头已回撤58%近期还遭遇总裁2800万减持截至美东时间1月14日周五收盘,疫苗巨头Moderna的股票价格为204.73美元,市值为830亿美元,约合5272亿人民币。与8月时的股价高点相比,Moderna的股价已经回撤58.85%。自默克、辉瑞等药企宣布正研发新冠口服药以来,美股疫苗股的表现就一直不太好。随着新冠口服药的研发和获批,不少投资者认为人们对新冠的担忧会降低,打疫苗的意愿也会因而降低,所以疫苗板块走势更是承压严重。Jefferies分析师Michael Yee表示,投资者相信,“如果有一种简单的药片可以治疗新冠病毒,人们将不会那么害怕新冠病毒,也不会那么倾向于接种疫苗。”除Moderna外,Biontech、诺瓦瓦克斯、阿斯利康等疫苗企业最近几个月回撤也很明显。本周,疫苗巨头Moderna还遭遇了高管减持的利空。美东时间1月14日周五,SEC披露文件显示,1月12日,Moderna总裁Stephen Hoge以均价219.67美元减持2万股Moderna股票,价值约439万美元,约合2800万人民币。分析师观点产生分歧即使Modern近期股价表现很差,但依然有分析师和段永平一样看好这家公司。今年年初,Piper Sandler分析师Edward Tenthoff重申Moderna(MRNA.US)“增持”评级,给出的目标价为348美元。Tenthoff认为,Moderna的新冠疫苗业务营收将继续推动其盈利能力的提升。他预计,该公司新冠疫苗在2021年达到175亿美元,在2022年将达到210亿美元。此外,Moderna针对爱泼斯坦-巴尔病毒(EBV)的疫苗研发也有了新进展。Moderna近日宣布其爱泼斯坦-巴尔病毒(EBV)候选疫苗mRNA-1189的1期临床试验已经完成首例患者给药。这一1期临床试验预计招募约270名18-30岁成人志愿者,主要评估mRNA-1189的安全性和耐受性。目前,市场上还没有获批的EBV疫苗,也没有可预防传染性单核细胞增多症的疫苗。Tenthoff指出,EBV是一种常见的病毒感染,可导致传染性单核细胞增多症;感染之后,EBV终生存留在人体内,它可能导致多发性硬化风险提高4-10倍,并与某些癌症和自身免疫性疾病相关。但也有分析师对Moderna的前景不太看好。Oppenheimer分析师Hartaj Singh指出,“今年下半年,有很多变数出现,这些变数是Moderna无法控制的,比如来自辉瑞的竞争加剧,以及与美国国立卫生研究院的专利纠纷,还有围绕奥密克戎的问题。”Singh指出,2021年上半年,Moderna股价飙升,因为该公司表明可以扩大疫苗的生产规模,而且由于获得列入标普500指数,它引起了更广泛的关注。而Moderna第三季度的收益使得投资者的积极情绪减弱。据Moderna2021财年第三季度财报,报告期内,该公司实现营收49.7亿美元,远高于去年同期的1.58亿美元,但低于市场预期的62.1亿美元。其mRNA疫苗在报告期内实现营收48.1亿美元,也低于市场预期的62.7亿美元。此外,Moderna还预计2021年将提供7亿至8亿剂新冠疫苗,低此前预期的8亿至10亿剂;预计2021年的新冠疫苗销售额为150亿至180亿美元,低于此前预期的200亿美元。Zerohedge评论称,Moderna的三季报对股价影响可谓“雪上加霜”。在三季度财报发布后,Moderna股价盘中一度跌超18%。段永平近期还抄底中概股卖出拼多多和新东方的看跌期权除了抄底Moderna外,最近,段永平还做出了抄底中概股的操作。12月8日,段永平通过社交平台账号“大道无形我有型”发文称,通过卖出12月31日到期的空头期权的方式“买入”了新东方(EDU.US),并表示支持俞敏洪。12月6日,段永平以卖出看跌期权的方式抄底了拼多多,他表示:“看不懂拼多多的商业模式,但觉得他们对农产品的支持还是非常有意义的。准备再次风投一下!”。段永平抄底消息传出后,拼多多一日内暴涨12%,新东方一日大涨6%。(新东方12月8日周三分时行情图)(拼多多12月7日分时行情图)","news_type":1},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":697896976,"gmtCreate":1642391416527,"gmtModify":1642391416527,"author":{"id":"3522317208844387","authorId":"3522317208844387","name":"天_","avatar":"https://static.tigerbbs.com/ed9f1d462c41c2d2536cca0c25c80787","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"1月17日的报道,你和我说12月7号的事???","listText":"1月17日的报道,你和我说12月7号的事???","text":"1月17日的报道,你和我说12月7号的事???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697896976","repostId":"2203289577","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}