古剑灵的个人主页 - 老虎社区

古剑灵

古剑灵

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IP属地：福建

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10-09

牛逼起来

富时中国A50指数期货跌幅扩大至5%

07-11

别胡说了，上次550美元说没用，这都翻倍多去了

“木头姐”再谈英伟达：短期内将面临挑战

2021-08-19

这篇文章不错，转发给大家看看

@ShepardNeo:$FFIE(FFIE)$微笑

2021-08-11

要么📈10倍，要么📉到234💲……

2020-04-03

$瑞幸咖啡(LK)$狗屁运碰到一个

2020-04-03

这篇文章不错，转发给大家看看

@美股解毒师:抄底波音的你们，究竟知道波音欠了多少债吗？

2020-04-03

$瑞幸咖啡(LK)$求教各位，我买了一个2021年到期的put买入期权，求教各位如果它退市了，我怎么办？我的收益什么时候比较大，谢谢！请懂得的人给我讲讲

2020-02-27

$喜满客影城(CNK)$空了一次

2020-02-20

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-02-13

$苹果(AAPL)$虽然乱买没亏损，但是这样还是没有真正去了解把握好投资的内在。由于疫情影响的我认为是比较严重的，所以put买入了少许半年后期权。市场有点看不明白，感觉跟中国一样不靠谱地涨了，我觉得不合理的有点太严重。持仓百分之10不到，算是基本空仓了。

2020-02-13

$小米集团-W(01810)$我这个亏损的是港币吧，对吗？

2020-02-12

$医疗保健服务(HCSG)$我尽力做好点

2020-02-12

$Shopify Inc(SHOP)$我是一个简单的人

2020-02-05

$瑞幸咖啡(LK)$想不玩这个股票了，怎么清仓呀？好尴尬，第一次做空。

2020-02-04

$特斯拉(TSLA)$落袋为安。t➕0标准账户有限制。请问大侠下个交易日就恢复吗？

2020-02-04

$特斯拉(TSLA)$先休息一下

2020-02-03

这篇文章不错，转发给大家看看

@超级投资:19万倍的生物技术股，下一个腾讯的诞生地！

2020-02-03

$吉利德科学(GILD)$上不去，还是美国人来定价好了。A50微涨，今天大局应该可以。

2020-01-30

$Facebook(FB)$各位小伙伴，后市怎么看？

2019-08-06

第一次来美股，嘿嘿，真的有很多东西可以想跟回忆的

去老虎APP查看更多动态

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15:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月9日，A股收盘后，富时中国A50指数期货跌幅持续扩大，现跌逾5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87ac3301ff7c25d521087f2ceb35367\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173360275","content_text":"10月9日，A股收盘后，富时中国A50指数期货跌幅持续扩大，现跌逾5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326447729524968,"gmtCreate":1720700755671,"gmtModify":1720700757632,"author":{"id":"3525573417373494","authorId":"3525573417373494","name":"古剑灵","avatar":"https://static.tigerbbs.com/879d5db8600be3fd41cdaeedba49afe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525573417373494","authorIdStr":"3525573417373494"},"themes":[],"htmlText":"别胡说了，上次550美元说没用，这都翻倍多去了","listText":"别胡说了，上次550美元说没用，这都翻倍多去了","text":"别胡说了，上次550美元说没用，这都翻倍多去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326447729524968","repostId":"2450807320","repostType":2,"repost":{"id":"2450807320","kind":"highlight","pubTimestamp":1720676733,"share":"https://www.laohu8.com/m/news/2450807320?lang=&edition=full","pubTime":"2024-07-11 13:45","market":"us","language":"zh","title":"“木头姐”再谈英伟达：短期内将面临挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=2450807320","media":"环球市场播报","summary":"在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对$英伟达$的早期投资在她的公司业绩中的关键作用，尽管她认为$英伟达$在短期内面临挑战。英伟达股价周三收于134.91美元，上涨2.69%。今年迄今，英伟达股价飙升了180.07%。","content":"<html><head></head><body><p>在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的早期投资在她的公司业绩中的关键作用，尽管她认为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在短期内面临挑战。</p><p>伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”</p><p>所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、铁锨发家而不是以淘金发家的策略。</p><p>尽管最近市场波动，ARK的下一代互联网ETF（ARKW）继续持有英伟达的股票，截至6月28日，英伟达在该基金的权重为1.39%。</p><p>伍德承认OpenAI的“ChatGPT时刻”对英伟达的影响，这恰逢美联储大幅加息，导致投资者对英伟达和其他现金充裕的股票的兴趣激增，也促使ARK寻求对人工智能革命进行多元化投资。</p><p>她还指出，疲软的宏观环境和长期的企业战略决策给软件公司带来了挑战。尽管如此，伍德仍然看好人工智能投资，认为人工智能是一个基础创新平台，将为许多技术和新公司创造价值。</p><p>伍德写道：“鉴于短期预期过高，甚至可能无法实现，客户可能会重新评估他们的人工智能战略，导致英伟达的业务在短期内出现一些消化不良。”</p><p>英伟达股价周三收于134.91美元，上涨2.69%。在盘后交易中，该股上涨0.51%。今年迄今，英伟达股价飙升了180.07%。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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“木头姐”再谈英伟达：短期内将面临挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 13:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对英伟达的早期投资在她的公司业绩中的关键作用，尽管她认为英伟达在短期内面临挑战。伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.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/c38a7953142c526075c70e1c60b66d60","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","NVDA":"英伟达","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4141":"半导体产品","BK4503":"景林资产持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2450807320","content_text":"在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对英伟达的早期投资在她的公司业绩中的关键作用，尽管她认为英伟达在短期内面临挑战。伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、铁锨发家而不是以淘金发家的策略。尽管最近市场波动，ARK的下一代互联网ETF（ARKW）继续持有英伟达的股票，截至6月28日，英伟达在该基金的权重为1.39%。伍德承认OpenAI的“ChatGPT时刻”对英伟达的影响，这恰逢美联储大幅加息，导致投资者对英伟达和其他现金充裕的股票的兴趣激增，也促使ARK寻求对人工智能革命进行多元化投资。她还指出，疲软的宏观环境和长期的企业战略决策给软件公司带来了挑战。尽管如此，伍德仍然看好人工智能投资，认为人工智能是一个基础创新平台，将为许多技术和新公司创造价值。伍德写道：“鉴于短期预期过高，甚至可能无法实现，客户可能会重新评估他们的人工智能战略，导致英伟达的业务在短期内出现一些消化不良。”英伟达股价周三收于134.91美元，上涨2.69%。在盘后交易中，该股上涨0.51%。今年迄今，英伟达股价飙升了180.07%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831602456,"gmtCreate":1629306909475,"gmtModify":1629306909475,"author":{"id":"3525573417373494","authorId":"3525573417373494","name":"古剑灵","avatar":"https://static.tigerbbs.com/879d5db8600be3fd41cdaeedba49afe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525573417373494","authorIdStr":"3525573417373494"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831602456","repostId":"833369081","repostType":1,"repost":{"id":833369081,"gmtCreate":1629206403443,"gmtModify":1629206403443,"author":{"id":"4087726573428700","authorId":"4087726573428700","name":"ShepardNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087726573428700","authorIdStr":"4087726573428700"},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/01876\">$百威亚太(01876)$</a> 原本打算在香港上市，都已经聆讯完开放申购，却在最后关头突然下线。究其因，也不是什么敏感问题，只是对估值不太满意。百威在圈内人尽皆知的争议就是负债了，尽管有全球最大投行们的加持，负债对估值的影响也很不容易达成共识。（推荐一篇虎友的文章：<a href=\"https://laohu8.com/TW/999862300\" target=\"_blank\">负债焦虑的IPO众生</a>） 消费品即如此，对重资产的<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 就更可见一斑了。 因为技术壁垒高、资产价值也较高，投资者对波音的负债肯定是有更高的容忍度的，再加上国防属性天然有着政府“兜底”，波音也在这次疫情急跌后，被投资者迅速抄底，还从底部翻了倍。 二级市场流动性造成的无畏强平，以及空头的回补的确是产生波动性的重要原因。但是波音值不值得被抄底，其实很有争议。 一、737Max停飞的影响不能小瞧，不要把投产和复飞想得太乐观。 人们总是在面临一个新问题的时候慢慢忽视旧问题的影响，即便之前的问题并没有实质上的好转。 YQ发生以来，主打国际线的航空公司，如迪拜、新加坡，100%航班都停飞，美国虽然在此次YQ中反应最慢、行动得最不及时，但是它的航线停摆却相对是最少的。这就会给美国人造成一种“航空业不是100%遭到了打击“的假象。随着美国的YQ不断发酵，持续影响的时间也会更长。疫情影响时间越是久，对航空业的打击就越是大。 （3月24日左右） 虽然航空公司并不会刻意延长飞机的使用年限，但因削减运力、取消航班，运营资金会大幅减少，航空公司可以少买一点飞机。而飞机本就是单品价","listText":"2019年7月，<a target=\"_blank\" href=\"https://laohu8.com/S/01876\">$百威亚太(01876)$</a> 原本打算在香港上市，都已经聆讯完开放申购，却在最后关头突然下线。究其因，也不是什么敏感问题，只是对估值不太满意。百威在圈内人尽皆知的争议就是负债了，尽管有全球最大投行们的加持，负债对估值的影响也很不容易达成共识。（推荐一篇虎友的文章：<a href=\"https://laohu8.com/TW/999862300\" target=\"_blank\">负债焦虑的IPO众生</a>） 消费品即如此，对重资产的<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 就更可见一斑了。 因为技术壁垒高、资产价值也较高，投资者对波音的负债肯定是有更高的容忍度的，再加上国防属性天然有着政府“兜底”，波音也在这次疫情急跌后，被投资者迅速抄底，还从底部翻了倍。 二级市场流动性造成的无畏强平，以及空头的回补的确是产生波动性的重要原因。但是波音值不值得被抄底，其实很有争议。 一、737Max停飞的影响不能小瞧，不要把投产和复飞想得太乐观。 人们总是在面临一个新问题的时候慢慢忽视旧问题的影响，即便之前的问题并没有实质上的好转。 YQ发生以来，主打国际线的航空公司，如迪拜、新加坡，100%航班都停飞，美国虽然在此次YQ中反应最慢、行动得最不及时，但是它的航线停摆却相对是最少的。这就会给美国人造成一种“航空业不是100%遭到了打击“的假象。随着美国的YQ不断发酵，持续影响的时间也会更长。疫情影响时间越是久，对航空业的打击就越是大。 （3月24日左右） 虽然航空公司并不会刻意延长飞机的使用年限，但因削减运力、取消航班，运营资金会大幅减少，航空公司可以少买一点飞机。而飞机本就是单品价","text":"2019年7月，$百威亚太(01876)$ 原本打算在香港上市，都已经聆讯完开放申购，却在最后关头突然下线。究其因，也不是什么敏感问题，只是对估值不太满意。百威在圈内人尽皆知的争议就是负债了，尽管有全球最大投行们的加持，负债对估值的影响也很不容易达成共识。（推荐一篇虎友的文章：负债焦虑的IPO众生） 消费品即如此，对重资产的$波音(BA)$ 就更可见一斑了。 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13:45","market":"us","language":"zh","title":"“木头姐”再谈英伟达：短期内将面临挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=2450807320","media":"环球市场播报","summary":"在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对$英伟达$的早期投资在她的公司业绩中的关键作用，尽管她认为$英伟达$在短期内面临挑战。英伟达股价周三收于134.91美元，上涨2.69%。今年迄今，英伟达股价飙升了180.07%。","content":"<html><head></head><body><p>在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的早期投资在她的公司业绩中的关键作用，尽管她认为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在短期内面临挑战。</p><p>伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”</p><p>所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、铁锨发家而不是以淘金发家的策略。</p><p>尽管最近市场波动，ARK的下一代互联网ETF（ARKW）继续持有英伟达的股票，截至6月28日，英伟达在该基金的权重为1.39%。</p><p>伍德承认OpenAI的“ChatGPT时刻”对英伟达的影响，这恰逢美联储大幅加息，导致投资者对英伟达和其他现金充裕的股票的兴趣激增，也促使ARK寻求对人工智能革命进行多元化投资。</p><p>她还指出，疲软的宏观环境和长期的企业战略决策给软件公司带来了挑战。尽管如此，伍德仍然看好人工智能投资，认为人工智能是一个基础创新平台，将为许多技术和新公司创造价值。</p><p>伍德写道：“鉴于短期预期过高，甚至可能无法实现，客户可能会重新评估他们的人工智能战略，导致英伟达的业务在短期内出现一些消化不良。”</p><p>英伟达股价周三收于134.91美元，上涨2.69%。在盘后交易中，该股上涨0.51%。今年迄今，英伟达股价飙升了180.07%。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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“木头姐”再谈英伟达：短期内将面临挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 13:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对英伟达的早期投资在她的公司业绩中的关键作用，尽管她认为英伟达在短期内面临挑战。伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.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/c38a7953142c526075c70e1c60b66d60","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","NVDA":"英伟达","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4141":"半导体产品","BK4503":"景林资产持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2450807320","content_text":"在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对英伟达的早期投资在她的公司业绩中的关键作用，尽管她认为英伟达在短期内面临挑战。伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、铁锨发家而不是以淘金发家的策略。尽管最近市场波动，ARK的下一代互联网ETF（ARKW）继续持有英伟达的股票，截至6月28日，英伟达在该基金的权重为1.39%。伍德承认OpenAI的“ChatGPT时刻”对英伟达的影响，这恰逢美联储大幅加息，导致投资者对英伟达和其他现金充裕的股票的兴趣激增，也促使ARK寻求对人工智能革命进行多元化投资。她还指出，疲软的宏观环境和长期的企业战略决策给软件公司带来了挑战。尽管如此，伍德仍然看好人工智能投资，认为人工智能是一个基础创新平台，将为许多技术和新公司创造价值。伍德写道：“鉴于短期预期过高，甚至可能无法实现，客户可能会重新评估他们的人工智能战略，导致英伟达的业务在短期内出现一些消化不良。”英伟达股价周三收于134.91美元，上涨2.69%。在盘后交易中，该股上涨0.51%。今年迄今，英伟达股价飙升了180.07%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923700779,"gmtCreate":1585921112591,"gmtModify":1704359740614,"author":{"id":"3525573417373494","authorId":"3525573417373494","name":"古剑灵","avatar":"https://static.tigerbbs.com/879d5db8600be3fd41cdaeedba49afe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525573417373494","authorIdStr":"3525573417373494"},"themes":[],"htmlText":"<a 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15:10","market":"sh","language":"zh","title":"富时中国A50指数期货跌幅扩大至5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1173360275","media":"老虎资讯综合","summary":"10月9日，富时中国A50指数期货在上一交易日夜盘收涨2.69%的基础上低开，现涨2.55%。","content":"<html><head></head><body><p>10月9日，A股收盘后，富时中国A50指数期货跌幅持续扩大，现跌逾5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87ac3301ff7c25d521087f2ceb35367\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>富时中国A50指数期货跌幅扩大至5%</title>\n<style 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15:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月9日，A股收盘后，富时中国A50指数期货跌幅持续扩大，现跌逾5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87ac3301ff7c25d521087f2ceb35367\" title=\"\" tg-width=\"560\" 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href=\"https://laohu8.com/S/CNK\">$喜满客影城(CNK)$</a>空了一次","text":"$喜满客影城(CNK)$空了一次","images":[{"img":"https://static.tigerbbs.com/5661b37d87756578579406484c2a76bd","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/989616919","isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":980319778,"gmtCreate":1582207005994,"gmtModify":1704346074636,"author":{"id":"3525573417373494","authorId":"3525573417373494","name":"古剑灵","avatar":"https://static.tigerbbs.com/879d5db8600be3fd41cdaeedba49afe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525573417373494","authorIdStr":"3525573417373494"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980319778","repostId":"1193842839","repostType":2,"repost":{"id":"1193842839","kind":"news","pubTimestamp":1581925861,"share":"https://www.laohu8.com/m/news/1193842839?lang=&edition=full","pubTime":"2020-02-17 15:51","market":"us","language":"zh","title":"高瓴资本清仓苹果特斯拉蔚来，医疗行业成“心头好”","url":"https://stock-news.laohu8.com/highlight/detail?id=1193842839","media":"中概风云","summary":"上周六，高瓴资本披露了在美股最新的持仓数据，其擅长投资TMT、消费、生物医药领域持仓发生了变化。\n整体来看，中概股依然被高瓴资本重视，据SEC数据，截至2019年四季度末，中概股占据了其美股前十大重仓","content":"<p>上周六，高瓴资本披露了在美股最新的持仓数据，其擅长投资TMT、消费、生物医药领域持仓发生了变化。</p>\n<p>整体来看，中概股依然被高瓴资本重视，据SEC数据，截至2019年四季度末，中概股占据了其美股前十大重仓股中的六个席位。其中，爱奇艺<a href=\"https://laohu8.com/S/IQ\">$(IQ)$</a>连续三个季度成为高瓴资本第一大重仓股，前五大重仓股分别是爱奇艺、百济神州<a href=\"https://laohu8.com/S/06160\">$(06160)$</a>、Align科技<a href=\"https://laohu8.com/S/ALGN\">$(ALGN)$</a>、好未来<a href=\"https://laohu8.com/S/TAL\">$(TAL)$</a>和ZOOM<a href=\"https://laohu8.com/S/ZM\">$(ZM)$</a>，而蔚来汽车<a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>、特斯拉<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>、苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>至今已被高瓴资本清仓。</p>\n<p>放弃“豪赌”，主攻医药</p>\n<p>在高瓴资本持仓，生物制药、生物科技企业一直都是重中之重，本次依然没有例外，在高瓴资本持仓的全部54家公司中，生物制药、生物科技公司占据25席。</p>\n<p>生物制药的头部企业百济神州，是高瓴资本组合中的第二大重仓股，持有市值从三季度末的6.7亿美元涨至四季度末的9.1亿美元，涨幅达35.8%，高瓴资本近2年均持有该股547万股，未做任何增减持。</p>\n<p><img src=\"https://static.tigerbbs.com/0e0007f8d97adca41565d1109122d949\"></p>\n<p>而高瓴最新进的12家企业中，有8家都是生物制药、生物科技公司，比如说增持近80万股的牙科医疗设备公司Align科技。</p>\n<p>这家公司是高瓴资本在二级市场买入的，现在持有6.5亿美元。高瓴资本依在医疗方面一直是沿着 “金眼银牙铜骨头”布局，去年10月份布局的骨科龙头爱康医疗3个月涨幅90%，ALGN 是牙科透明牙套的领导者，他的一幅透明牙套在国内售价约5万人民币， 毛利高达70%。</p>\n<p>此外，FIBROGEN、BLUEPRINT MEDICINES、KINIKSAPHARMACEUTICALS、AKERO THERAPEUTIC等也获得增持，新进了荷兰生物制药公司ArgenxSE、荷兰癌症免疫疗法公司MERUS以及VIELA BIO。</p>\n<p>高瓴的格局</p>\n<p>可以看出，高瓴资本在医药生物上的格局非常大，擅长选择历史大趋势布局。高瓴主要重仓的包括第一梯队的创新药公司、CRO/CMO医药研发外包、以及不受医保控费影响眼科、牙科等医疗器械和辅助行业。</p>\n<p>可以说，高瓴不仅会布局，也在这些公司上赚得了不菲的收益。2015年左右，高瓴资本就进入国内的创新药四杰“恒瑞，百济，信达，君实”。其中，高瓴在恒瑞上是通过二级市场进入，其他三家都是一级市场进入。</p>\n<p>现在高瓴资本组合中的第二大重仓股，高瓴资本近2年均持有该股547万股，未做任何增减持，持有市值至四季度末已经达到9.1亿美元，截止去年11月末收益以及达到了637.99%。</p>\n<p><img src=\"https://static.tigerbbs.com/f06855baf5c8525a9e2868ad5f402bc1\"></p>\n<p>高瓴持有的部分医药股收益</p>\n<p>收益截止日期：2019年11月20日，来源：海榕财富</p>\n<p>再以恒瑞为例，高瓴资本在15年12月第一次出现在恒瑞医药的十大股东里面，16年连续两个季度加仓，持有2193万股，高瓴资本从2015年底开始进入恒瑞到2019年年底，4年时间收益超过3倍收益，获利超过10亿人民币。</p>\n<p><img src=\"https://static.tigerbbs.com/408eae4091301bf478d4b6b2929d3af0\"></p>\n<p>昨天一个最新的消息是，高瓴资本出资23亿人民币以123.56 元/股认购1870万股，占5% 凯莱英的股权。</p>\n<p>此前，通过二级市场，高瓴资本已经持有凯莱英140万股，定增完成以后，高瓴资本会持有凯莱英 2010万股，占总股本5.6%，根据凯莱英 19年3季度的财报披露，高瓴资本以后会成为凯莱英的第一大机构股东。</p>\n<p>高瓴资本这次定增价格比二级市场价格便宜了20%，但是高瓴资本这笔交易要至少锁定18个月，看来高瓴资本对CRO赛道确实情有独钟。</p>\n<p>张磊曾说：“社会早晚会奖励那些长期疯狂地为社会创造价值的企业”，他总结当年投资腾讯和京东就是依据这个逻辑，要知道当年这两个企业利润和营收都很微薄。那么，现在张磊现在明显偏向投资医疗行业，结果不言而喻。</p>","source":"lsy1568603977955","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高瓴资本清仓苹果特斯拉蔚来，医疗行业成“心头好”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴资本清仓苹果特斯拉蔚来，医疗行业成“心头好”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-17 15:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Xa4R-hf5fu4SA5KNtOXhng><strong>中概风云</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周六，高瓴资本披露了在美股最新的持仓数据，其擅长投资TMT、消费、生物医药领域持仓发生了变化。\n整体来看，中概股依然被高瓴资本重视，据SEC数据，截至2019年四季度末，中概股占据了其美股前十大重仓股中的六个席位。其中，爱奇艺$(IQ)$连续三个季度成为高瓴资本第一大重仓股，前五大重仓股分别是爱奇艺、百济神州$(06160)$、Align科技$(ALGN)$、好未来$(TAL)$和ZOOM$(...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Xa4R-hf5fu4SA5KNtOXhng\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"IQ":"爱奇艺","ZM":"Zoom","06160":"百济神州","ALGN":"艾利科技","TAL":"好未来","AAPL":"苹果","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/Xa4R-hf5fu4SA5KNtOXhng","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193842839","content_text":"上周六，高瓴资本披露了在美股最新的持仓数据，其擅长投资TMT、消费、生物医药领域持仓发生了变化。\n整体来看，中概股依然被高瓴资本重视，据SEC数据，截至2019年四季度末，中概股占据了其美股前十大重仓股中的六个席位。其中，爱奇艺$(IQ)$连续三个季度成为高瓴资本第一大重仓股，前五大重仓股分别是爱奇艺、百济神州$(06160)$、Align科技$(ALGN)$、好未来$(TAL)$和ZOOM$(ZM)$，而蔚来汽车$(NIO)$、特斯拉$(TSLA)$、苹果$(AAPL)$至今已被高瓴资本清仓。\n放弃“豪赌”，主攻医药\n在高瓴资本持仓，生物制药、生物科技企业一直都是重中之重，本次依然没有例外，在高瓴资本持仓的全部54家公司中，生物制药、生物科技公司占据25席。\n生物制药的头部企业百济神州，是高瓴资本组合中的第二大重仓股，持有市值从三季度末的6.7亿美元涨至四季度末的9.1亿美元，涨幅达35.8%，高瓴资本近2年均持有该股547万股，未做任何增减持。\n\n而高瓴最新进的12家企业中，有8家都是生物制药、生物科技公司，比如说增持近80万股的牙科医疗设备公司Align科技。\n这家公司是高瓴资本在二级市场买入的，现在持有6.5亿美元。高瓴资本依在医疗方面一直是沿着 “金眼银牙铜骨头”布局，去年10月份布局的骨科龙头爱康医疗3个月涨幅90%，ALGN 是牙科透明牙套的领导者，他的一幅透明牙套在国内售价约5万人民币， 毛利高达70%。\n此外，FIBROGEN、BLUEPRINT MEDICINES、KINIKSAPHARMACEUTICALS、AKERO THERAPEUTIC等也获得增持，新进了荷兰生物制药公司ArgenxSE、荷兰癌症免疫疗法公司MERUS以及VIELA BIO。\n高瓴的格局\n可以看出，高瓴资本在医药生物上的格局非常大，擅长选择历史大趋势布局。高瓴主要重仓的包括第一梯队的创新药公司、CRO/CMO医药研发外包、以及不受医保控费影响眼科、牙科等医疗器械和辅助行业。\n可以说，高瓴不仅会布局，也在这些公司上赚得了不菲的收益。2015年左右，高瓴资本就进入国内的创新药四杰“恒瑞，百济，信达，君实”。其中，高瓴在恒瑞上是通过二级市场进入，其他三家都是一级市场进入。\n现在高瓴资本组合中的第二大重仓股，高瓴资本近2年均持有该股547万股，未做任何增减持，持有市值至四季度末已经达到9.1亿美元，截止去年11月末收益以及达到了637.99%。\n\n高瓴持有的部分医药股收益\n收益截止日期：2019年11月20日，来源：海榕财富\n再以恒瑞为例，高瓴资本在15年12月第一次出现在恒瑞医药的十大股东里面，16年连续两个季度加仓，持有2193万股，高瓴资本从2015年底开始进入恒瑞到2019年年底，4年时间收益超过3倍收益，获利超过10亿人民币。\n\n昨天一个最新的消息是，高瓴资本出资23亿人民币以123.56 元/股认购1870万股，占5% 凯莱英的股权。\n此前，通过二级市场，高瓴资本已经持有凯莱英140万股，定增完成以后，高瓴资本会持有凯莱英 2010万股，占总股本5.6%，根据凯莱英 19年3季度的财报披露，高瓴资本以后会成为凯莱英的第一大机构股东。\n高瓴资本这次定增价格比二级市场价格便宜了20%，但是高瓴资本这笔交易要至少锁定18个月，看来高瓴资本对CRO赛道确实情有独钟。\n张磊曾说：“社会早晚会奖励那些长期疯狂地为社会创造价值的企业”，他总结当年投资腾讯和京东就是依据这个逻辑，要知道当年这两个企业利润和营收都很微薄。那么，现在张磊现在明显偏向投资医疗行业，结果不言而喻。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917004324,"gmtCreate":1581519984668,"gmtModify":1704344412336,"author":{"id":"3525573417373494","authorId":"3525573417373494","name":"古剑灵","avatar":"https://static.tigerbbs.com/879d5db8600be3fd41cdaeedba49afe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525573417373494","authorIdStr":"3525573417373494"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HCSG\">$医疗保健服务(HCSG)$</a>我尽力做好点","listText":"<a href=\"https://laohu8.com/S/HCSG\">$医疗保健服务(HCSG)$</a>我尽力做好点","text":"$医疗保健服务(HCSG)$我尽力做好点","images":[{"img":"https://static.tigerbbs.com/ec9e0eea350b9e56947952beeef44acb","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917004324","isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":915100619,"gmtCreate":1580739268131,"gmtModify":1704342077656,"author":{"id":"3525573417373494","authorId":"3525573417373494","name":"古剑灵","avatar":"https://static.tigerbbs.com/879d5db8600be3fd41cdaeedba49afe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525573417373494","authorIdStr":"3525573417373494"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915100619","repostId":"919531224","repostType":1,"repost":{"id":919531224,"gmtCreate":1576771780709,"gmtModify":1704272447046,"author":{"id":"3524105192572934","authorId":"3524105192572934","name":"超级投资","avatar":"https://static.tigerbbs.com/a70a9acb8bd29e8de2d66212a18dfad0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105192572934","authorIdStr":"3524105192572934"},"themes":[],"title":"19万倍的生物技术股，下一个腾讯的诞生地！","htmlText":"19万倍，这是美国基因泰克公司给投资人创造的收益，基因泰克是全球第一家生物技术公司。 那么，基因泰克与我们有什么关系？又与腾讯有什么关系？ 这里面有几个关键词：生物技术股、港股、腾讯在香港股市的巨大回报率。 回到2003年，当年很多互联网初创企业纷纷在美国或港股上市，比如腾讯、网易、百度、新浪等等，他们有些失败了，有些成功了并创造了几百倍甚至上千倍的投资回报，但A股却因错失互联网赛道而被人诟病至今。 如今，港股市场不在大批量的上市互联网企业，好像A股开始大批量上市互联网企业了，港股还有美股正在干什么呢？正在大批量的上市尚未盈利的生物技术股！ 对，大批量的上市生物技术股，是不是有点十几年前大批量上市互联网初创企业的感觉，没错，下一个时代就是生物技术！ 生物技术时代来了，但A股似乎有没怎么赶上，因为初创的生物技术股没有盈利不能登陆A股，但他们却可能是下一个腾讯，所以下一个腾讯不要在古典互联网里探寻了，跟随时代的步伐吧，去港股里淘金生物技术股，这或许才是正确的路径，小仓位博取大收益，坐上下一个腾讯，下一个基因泰克的正确方向！ 这两年港股上市一堆生物医药股，而且多以大分子生物药为主，是不是有点当年还没盈利就上市腾讯们的味道，下一个腾讯或许这里，我计划多跟踪看看，机会是给有准备的人。 今年港股上市的尚未盈利的生物技术股 那么生物技术股的成长逻辑？未来是知识分子创造财富的时代！科学家一旦有了最有可能成为重磅药物的技术，就会选择出来创业做一家小型生物科技公司，加之中国拥有媲美美国的VC市场和最大规模的研发外包服务体系，真正好的科学家不愁找不到资金，不愁上下游服务。尤其是在生物技术时代，大分子生物药的研发技术特点，决定了成果更可能分散到各个小公司，而巨型制药企业的研发创新效率是低下的，他们有着数量庞大的研发团队，但是最畅销的几款重磅药物却几乎都来自收购。 可以预见的是，多年以后，中国的医药","listText":"19万倍，这是美国基因泰克公司给投资人创造的收益，基因泰克是全球第一家生物技术公司。 那么，基因泰克与我们有什么关系？又与腾讯有什么关系？ 这里面有几个关键词：生物技术股、港股、腾讯在香港股市的巨大回报率。 回到2003年，当年很多互联网初创企业纷纷在美国或港股上市，比如腾讯、网易、百度、新浪等等，他们有些失败了，有些成功了并创造了几百倍甚至上千倍的投资回报，但A股却因错失互联网赛道而被人诟病至今。 如今，港股市场不在大批量的上市互联网企业，好像A股开始大批量上市互联网企业了，港股还有美股正在干什么呢？正在大批量的上市尚未盈利的生物技术股！ 对，大批量的上市生物技术股，是不是有点十几年前大批量上市互联网初创企业的感觉，没错，下一个时代就是生物技术！ 生物技术时代来了，但A股似乎有没怎么赶上，因为初创的生物技术股没有盈利不能登陆A股，但他们却可能是下一个腾讯，所以下一个腾讯不要在古典互联网里探寻了，跟随时代的步伐吧，去港股里淘金生物技术股，这或许才是正确的路径，小仓位博取大收益，坐上下一个腾讯，下一个基因泰克的正确方向！ 这两年港股上市一堆生物医药股，而且多以大分子生物药为主，是不是有点当年还没盈利就上市腾讯们的味道，下一个腾讯或许这里，我计划多跟踪看看，机会是给有准备的人。 今年港股上市的尚未盈利的生物技术股 那么生物技术股的成长逻辑？未来是知识分子创造财富的时代！科学家一旦有了最有可能成为重磅药物的技术，就会选择出来创业做一家小型生物科技公司，加之中国拥有媲美美国的VC市场和最大规模的研发外包服务体系，真正好的科学家不愁找不到资金，不愁上下游服务。尤其是在生物技术时代，大分子生物药的研发技术特点，决定了成果更可能分散到各个小公司，而巨型制药企业的研发创新效率是低下的，他们有着数量庞大的研发团队，但是最畅销的几款重磅药物却几乎都来自收购。 可以预见的是，多年以后，中国的医药","text":"19万倍，这是美国基因泰克公司给投资人创造的收益，基因泰克是全球第一家生物技术公司。 那么，基因泰克与我们有什么关系？又与腾讯有什么关系？ 这里面有几个关键词：生物技术股、港股、腾讯在香港股市的巨大回报率。 回到2003年，当年很多互联网初创企业纷纷在美国或港股上市，比如腾讯、网易、百度、新浪等等，他们有些失败了，有些成功了并创造了几百倍甚至上千倍的投资回报，但A股却因错失互联网赛道而被人诟病至今。 如今，港股市场不在大批量的上市互联网企业，好像A股开始大批量上市互联网企业了，港股还有美股正在干什么呢？正在大批量的上市尚未盈利的生物技术股！ 对，大批量的上市生物技术股，是不是有点十几年前大批量上市互联网初创企业的感觉，没错，下一个时代就是生物技术！ 生物技术时代来了，但A股似乎有没怎么赶上，因为初创的生物技术股没有盈利不能登陆A股，但他们却可能是下一个腾讯，所以下一个腾讯不要在古典互联网里探寻了，跟随时代的步伐吧，去港股里淘金生物技术股，这或许才是正确的路径，小仓位博取大收益，坐上下一个腾讯，下一个基因泰克的正确方向！ 这两年港股上市一堆生物医药股，而且多以大分子生物药为主，是不是有点当年还没盈利就上市腾讯们的味道，下一个腾讯或许这里，我计划多跟踪看看，机会是给有准备的人。 今年港股上市的尚未盈利的生物技术股 那么生物技术股的成长逻辑？未来是知识分子创造财富的时代！科学家一旦有了最有可能成为重磅药物的技术，就会选择出来创业做一家小型生物科技公司，加之中国拥有媲美美国的VC市场和最大规模的研发外包服务体系，真正好的科学家不愁找不到资金，不愁上下游服务。尤其是在生物技术时代，大分子生物药的研发技术特点，决定了成果更可能分散到各个小公司，而巨型制药企业的研发创新效率是低下的，他们有着数量庞大的研发团队，但是最畅销的几款重磅药物却几乎都来自收购。 可以预见的是，多年以后，中国的医药","images":[{"img":"https://static.tigerbbs.com/e75a1d2e9ed54351712ea522bcec1a0f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919531224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912550175,"gmtCreate":1580359541497,"gmtModify":1704341366030,"author":{"id":"3525573417373494","authorId":"3525573417373494","name":"古剑灵","avatar":"https://static.tigerbbs.com/879d5db8600be3fd41cdaeedba49afe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525573417373494","authorIdStr":"3525573417373494"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>各位小伙伴，后市怎么看？","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>各位小伙伴，后市怎么看？","text":"$Facebook(FB)$各位小伙伴，后市怎么看？","images":[{"img":"https://static.tigerbbs.com/9e93681eeaf4d0561b74ea785e38c3dc","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912550175","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":992106068,"gmtCreate":1565100742054,"gmtModify":1704711974084,"author":{"id":"3525573417373494","authorId":"3525573417373494","name":"古剑灵","avatar":"https://static.tigerbbs.com/879d5db8600be3fd41cdaeedba49afe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525573417373494","authorIdStr":"3525573417373494"},"themes":[],"htmlText":"第一次来美股，嘿嘿，真的有很多东西可以想跟回忆的","listText":"第一次来美股，嘿嘿，真的有很多东西可以想跟回忆的","text":"第一次来美股，嘿嘿，真的有很多东西可以想跟回忆的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/992106068","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}