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投资伟大的企业家
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IP属地:北京
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投资伟大的企业家
2021-12-10
$中远海控(01919)$
看好后续大股东回购,去周期化,重建价值,被严重低估的品种,加仓。
投资伟大的企业家
2021-12-10
$中汇集团(00382)$
涨一天,然后跌三天,真是不争气的孩子。2022年,你业绩再涨30%,股价再跌50%,跌到2.5元,估值变6倍PE,然后,业绩再涨,股价再跌,你就是天生出来证明,资本市场是没有逻辑的,市场是无效的,祝贺你,你成功的完成了使命[鼓掌]
投资伟大的企业家
2021-12-08
$中汇集团(00382)$
这么低的股价,估值快到地板上了,上市公司资金充裕,为何不回购股票,注销了,可以增厚每股收益。
投资伟大的企业家
2021-12-08
$中汇集团(00382)$
你绝对是不争气的孩子,基本面这么好,股价跌地板上了,大股东能不能增持一下,给点信心好吗?
投资伟大的企业家
2021-08-23
又不是学科教育,你跟着起什么哄?
投资伟大的企业家
2021-08-23
$中汇集团(00382)$
阴跌真的很可怕 这股跌到啥时候到头啊?
投资伟大的企业家
2021-08-23
$中汇集团(00382)$
这股基本面真好 就是没节操的跳水
投资伟大的企业家
2021-08-18
$美国钢铁(X)$
容易被中国股民忽略的好品种,美国钢铁
投资伟大的企业家
2021-08-18
$老虎证券(TIGR)$
做空吧!目标4块
投资伟大的企业家
2021-08-18
$网易(NTES)$
做空哔站,网易,拼多多,做多贝壳、滴滴、新东方
投资伟大的企业家
2021-08-18
$哔哩哔哩(BILI)$
坚决做空
投资伟大的企业家
2021-08-17
$中远海控(01919)$
看好到20块,集装箱运价超高景气度会延续到2022年春季,次轮行情根本推动因素还是欧美物流基础设施的低效率,导致集装箱周转效率极低,这个一方面是因为疫情,还有就是欧美基础设施更新缓慢的长期原因,短期内不可能解决。中远海控作为集装箱龙头会长期收益于上述原因,从强周期股向价值股回归,应该给予5000亿市值。
投资伟大的企业家
2021-08-17
$网易-S(09999)$
这股看来只能做空了
投资伟大的企业家
2021-08-17
$哔哩哔哩(BILI)$
小赚一点,继续做空
投资伟大的企业家
2021-08-12
$贝壳(BEKE)$
抄底,绝对的好机会
投资伟大的企业家
2021-07-27
$Yalla Group(YALA)$
有本事,你就跌到1块,别慢刀割人好吗?
投资伟大的企业家
2021-07-14
$DIDI 20210827 11.0 CALL(DIDI)$
继续上攻,看好后市
投资伟大的企业家
2021-07-14
$老虎证券(TIGR)$
要破新低的节奏
投资伟大的企业家
2021-07-07
$老虎证券(TIGR)$
跌跌不休,还不如滴滴的企稳,是什么问题,难道老虎不应该发公告解释吗?
投资伟大的企业家
2021-07-07
$老虎证券(TIGR)$
老虎证券还是没有持续上攻的动力,业绩大幅上涨,基本面不断改善,结果还是一跌再跌,还是有问题。
去老虎APP查看更多动态
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美国证监会SEC近日已经向瑞幸提出问询函,要求瑞幸对做空报告和财务造假的传言进行详尽回复,瑞幸将面临深度调查。而此时的瑞幸在做几件事,一是花钱请公关公司大量写软文,就财务数据造假事进行辩解,包装自己的所谓清白;二是,大股东背后调集资金进行护盘操作,拉抬股价,因为瑞幸的流通盘少,大股东有神州专车套现的大量资金,也有瑞幸股票质押的大笔融资,此时不护盘,会面临股价崩塌补充质押资产的难题;三是,继续向审计师提供带有水分的财务数据,在造假的路上继续走。","listText":"$瑞幸咖啡(LK)$ 美国证监会SEC近日已经向瑞幸提出问询函,要求瑞幸对做空报告和财务造假的传言进行详尽回复,瑞幸将面临深度调查。而此时的瑞幸在做几件事,一是花钱请公关公司大量写软文,就财务数据造假事进行辩解,包装自己的所谓清白;二是,大股东背后调集资金进行护盘操作,拉抬股价,因为瑞幸的流通盘少,大股东有神州专车套现的大量资金,也有瑞幸股票质押的大笔融资,此时不护盘,会面临股价崩塌补充质押资产的难题;三是,继续向审计师提供带有水分的财务数据,在造假的路上继续走。","text":"$瑞幸咖啡(LK)$ 美国证监会SEC近日已经向瑞幸提出问询函,要求瑞幸对做空报告和财务造假的传言进行详尽回复,瑞幸将面临深度调查。而此时的瑞幸在做几件事,一是花钱请公关公司大量写软文,就财务数据造假事进行辩解,包装自己的所谓清白;二是,大股东背后调集资金进行护盘操作,拉抬股价,因为瑞幸的流通盘少,大股东有神州专车套现的大量资金,也有瑞幸股票质押的大笔融资,此时不护盘,会面临股价崩塌补充质押资产的难题;三是,继续向审计师提供带有水分的财务数据,在造假的路上继续走。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/980044624","isVote":1,"tweetType":1,"viewCount":5074,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0},"content":"我空多少不重要,关键是跟踪分析一家上市公司要专业,不能人云亦云。","text":"我空多少不重要,关键是跟踪分析一家上市公司要专业,不能人云亦云。","html":"我空多少不重要,关键是跟踪分析一家上市公司要专业,不能人云亦云。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917691845,"gmtCreate":1581702139387,"gmtModify":1704345090851,"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 我在北京,我看到的瑞幸店面基本都没开业,个别开业的除了工作人员,客人寥寥无几,这行当受疫情打击至少半年,因为,一般人不会在疫情还没结束时去面对面消费现制饮品,咖啡和各种饮料都不是刚需,现在大家要的还是最基本的餐饮消费,不需要咖啡,而且疫情对新开店的速度也是致命性打击,没办法,瑞幸今年肯定没机会了。","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 我在北京,我看到的瑞幸店面基本都没开业,个别开业的除了工作人员,客人寥寥无几,这行当受疫情打击至少半年,因为,一般人不会在疫情还没结束时去面对面消费现制饮品,咖啡和各种饮料都不是刚需,现在大家要的还是最基本的餐饮消费,不需要咖啡,而且疫情对新开店的速度也是致命性打击,没办法,瑞幸今年肯定没机会了。","text":"$瑞幸咖啡(LK)$ 我在北京,我看到的瑞幸店面基本都没开业,个别开业的除了工作人员,客人寥寥无几,这行当受疫情打击至少半年,因为,一般人不会在疫情还没结束时去面对面消费现制饮品,咖啡和各种饮料都不是刚需,现在大家要的还是最基本的餐饮消费,不需要咖啡,而且疫情对新开店的速度也是致命性打击,没办法,瑞幸今年肯定没机会了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/917691845","isVote":1,"tweetType":1,"viewCount":3495,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517011139431813","authorId":"3517011139431813","authorIdStr":"3517011139431813","name":"阿巴阿巴阿吧","avatar":"https://static.tigerbbs.com/6017601ad248279c86f99d60daec14ef","crmLevel":1,"crmLevelSwitch":0},"content":"会下来的,兄弟,我也上的put","text":"会下来的,兄弟,我也上的put","html":"会下来的,兄弟,我也上的put"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914970227,"gmtCreate":1581012167169,"gmtModify":1704343297794,"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 被浑水报告做空,有数据有图表有证据有逻辑,而瑞幸的回应就是一张纸的公告,回应的丝毫没有力度,没有底气,没有自信。而瑞幸大股东把精力永在了请媒体写推文,用第三方来维护自己,这是掩耳盗铃的做法。瑞幸,这种局面你再不跌下来,就对不起成熟资本市场了,如果你能把证据确凿的做空报告用潜规则的方式消化掉,再对二级市场操纵做多,那么,你最终是会被打回原形的,否则,做空这个工具以后就没人能敢用了,难道你瑞幸还能改写成熟资本市场的规则吗?","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 被浑水报告做空,有数据有图表有证据有逻辑,而瑞幸的回应就是一张纸的公告,回应的丝毫没有力度,没有底气,没有自信。而瑞幸大股东把精力永在了请媒体写推文,用第三方来维护自己,这是掩耳盗铃的做法。瑞幸,这种局面你再不跌下来,就对不起成熟资本市场了,如果你能把证据确凿的做空报告用潜规则的方式消化掉,再对二级市场操纵做多,那么,你最终是会被打回原形的,否则,做空这个工具以后就没人能敢用了,难道你瑞幸还能改写成熟资本市场的规则吗?","text":"$瑞幸咖啡(LK)$ 被浑水报告做空,有数据有图表有证据有逻辑,而瑞幸的回应就是一张纸的公告,回应的丝毫没有力度,没有底气,没有自信。而瑞幸大股东把精力永在了请媒体写推文,用第三方来维护自己,这是掩耳盗铃的做法。瑞幸,这种局面你再不跌下来,就对不起成熟资本市场了,如果你能把证据确凿的做空报告用潜规则的方式消化掉,再对二级市场操纵做多,那么,你最终是会被打回原形的,否则,做空这个工具以后就没人能敢用了,难道你瑞幸还能改写成熟资本市场的规则吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/914970227","isVote":1,"tweetType":1,"viewCount":4006,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"40182151190748","authorId":"40182151190748","authorIdStr":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"深以为然,最近冒出一大批国内媒体的软文,一个劲儿的吹,简直有病","text":"深以为然,最近冒出一大批国内媒体的软文,一个劲儿的吹,简直有病","html":"深以为然,最近冒出一大批国内媒体的软文,一个劲儿的吹,简直有病"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914421077,"gmtCreate":1581440733899,"gmtModify":1704344207646,"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 看股东诉讼的结果吧!不可能对瑞幸有利,庄家在护盘,别碰了吧!大股东质押那么多股票,借钱也得护盘,否则做空报告出来,真砸下来,就麻烦了。唉,里面太复杂。","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 看股东诉讼的结果吧!不可能对瑞幸有利,庄家在护盘,别碰了吧!大股东质押那么多股票,借钱也得护盘,否则做空报告出来,真砸下来,就麻烦了。唉,里面太复杂。","text":"$瑞幸咖啡(LK)$ 看股东诉讼的结果吧!不可能对瑞幸有利,庄家在护盘,别碰了吧!大股东质押那么多股票,借钱也得护盘,否则做空报告出来,真砸下来,就麻烦了。唉,里面太复杂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/914421077","isVote":1,"tweetType":1,"viewCount":2925,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533249828959836","authorId":"3533249828959836","authorIdStr":"3533249828959836","name":"雨雪山","avatar":"https://static.tigerbbs.com/92e685cb38b706ddafa7f4cc5c859e03","crmLevel":2,"crmLevelSwitch":0},"content":"郝俊波律师事务所正在收集损失情况。国外的律所开始诉讼了吗?","text":"郝俊波律师事务所正在收集损失情况。国外的律所开始诉讼了吗?","html":"郝俊波律师事务所正在收集损失情况。国外的律所开始诉讼了吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914011661,"gmtCreate":1580981696953,"gmtModify":1704343091412,"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 坚决做空,多头已经没有底气,庄家也有没子弹的时候,这种股早晚会跌回原形。瑞幸老板在资本圈劣迹斑斑,关联交易输送利益,转移上市公司利润,财务造假,虚增利润,能沾的污点他都沾了,这种股要是能逆市走强,是天理难容的。","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 坚决做空,多头已经没有底气,庄家也有没子弹的时候,这种股早晚会跌回原形。瑞幸老板在资本圈劣迹斑斑,关联交易输送利益,转移上市公司利润,财务造假,虚增利润,能沾的污点他都沾了,这种股要是能逆市走强,是天理难容的。","text":"$瑞幸咖啡(LK)$ 坚决做空,多头已经没有底气,庄家也有没子弹的时候,这种股早晚会跌回原形。瑞幸老板在资本圈劣迹斑斑,关联交易输送利益,转移上市公司利润,财务造假,虚增利润,能沾的污点他都沾了,这种股要是能逆市走强,是天理难容的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/914011661","isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983410264,"gmtCreate":1583351354758,"gmtModify":1704349575685,"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>还是基本面的问题,蔚来跟股指的关系是,跟跌不跟涨","listText":"<a 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吉利入股蔚来的最大好处,一是布局了自有产能,毕竟造车不是在手机,只靠代工是做不出伟大的公司的,特斯拉上海超级工厂是最好例子。二是吉利是产业投资者,有了他,供应链采购成本会大幅降低。三是跟地方政府博弈的筹码加大,毕竟地方政府也不傻,如果蔚来是轻资产模式,不去地方设厂,地方政府怎可能会有税收,怎么可能给你大规模补贴、给土地或投资……所以说吉利入股是蔚来的转折点,坚决做多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/980065661","isVote":1,"tweetType":1,"viewCount":2682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494818312230819","authorId":"3494818312230819","authorIdStr":"3494818312230819","name":"西域雄鹰","avatar":"https://static.tigerbbs.com/5016a2ef447e43f880b55da26ad32649","crmLevel":2,"crmLevelSwitch":0},"content":"有理!国家产业大基金入股就更好了!应该把电动汽车领域实现弯道超车的口号落到实处!","text":"有理!国家产业大基金入股就更好了!应该把电动汽车领域实现弯道超车的口号落到实处!","html":"有理!国家产业大基金入股就更好了!应该把电动汽车领域实现弯道超车的口号落到实处!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915689218,"gmtCreate":1580820016634,"gmtModify":1704342412457,"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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美国是成熟资本市场,资金追逐的是真正有科技含量和创新力的企业,只要不断持续创新,颠覆商业模式,投资者会给处比A股高的多的估值。瑞幸无论从模式上,还是从科技上都不是创新性企业,不是科技驱动,所谓的数据营销其实也是苍白无力的包装,无非就是个配合线下销售饮品的APP。先不考虑做空报告,就凭瑞幸缺乏创新力和科技含量,无论如何也不应该给出20倍以上PS的估值,真是没道理。我想诚恳表达一下,以瑞幸的传统线下零售模式和有限增长性,股价目标十块,是比较厚道、合理的。欢迎批评,谢谢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/914605267","isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501574325207972","authorId":"3501574325207972","authorIdStr":"3501574325207972","name":"水煮大番茄","avatar":"https://static.tigerbbs.com/83921b3ecc4d08573dfde0c4c5505112","crmLevel":1,"crmLevelSwitch":0},"content":"这公司两三年内基本就会破产,无非就是做假账做个自己都不信的假创新,配合庄拉高股价,希望庄再拉高一点,拉回五十更好","text":"这公司两三年内基本就会破产,无非就是做假账做个自己都不信的假创新,配合庄拉高股价,希望庄再拉高一点,拉回五十更好","html":"这公司两三年内基本就会破产,无非就是做假账做个自己都不信的假创新,配合庄拉高股价,希望庄再拉高一点,拉回五十更好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915710176,"gmtCreate":1580922844395,"gmtModify":1704342946473,"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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这座多的人怎么可能不是做庄的?十年一遇的疫情,全中国十几亿人都不出门了,瑞幸关店至少要一个月,收入降到0,员工工资还要付,折旧也不会暂停,新开店的节奏完全被打乱,所有年均的销售数据都急难看。之前发可转债,忽悠钱做咖啡机,现在这种市场,自动咖啡机怎么可能赚钱,无非是把利润输送给卖咖啡机的关联方?做空报告证据确凿,瑞幸至今没有像样的回应。这种情况,谁还在高位买股,肯定是大股东在操纵。这股,这公司,这玩法,早晚要出大问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/915710176","isVote":1,"tweetType":1,"viewCount":4078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917094628,"gmtCreate":1581521045364,"gmtModify":1704344427964,"author":{"id":"3526709612641830","authorId":"3526709612641830","authorIdStr":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a> 携程是靠谱的公司,有数据,有技术,有创新,龙头地位不可撼动。参考港股美团,今天应该涨,后续填补38块缺口后继续上行,可长期持股。","listText":"<a 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