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股市嗦粉哥
10-31
$欧菲光(002456)$
牛逼了
股市嗦粉哥
09-20
$阿里巴巴(BABA)$
84
股市嗦粉哥
08-16
$波音(BA)$
波动异常,一会高空坠落…
股市嗦粉哥
08-14
你不看看历史财报日?
股市嗦粉哥
06-20
$英伟达(NVDA)$
好牛逼
股市嗦粉哥
05-16
$宇通客车(600066)$
是不是有个小逗比买了这个股?
股市嗦粉哥
03-14
$特斯拉(TSLA)$
技术性补涨开始
股市嗦粉哥
2023-10-24
$特斯拉(TSLA)$
老虎没人了
股市嗦粉哥
2023-10-18
$AAPL 20231020 177.5 CALL$
看1.9?
股市嗦粉哥
2023-10-18
$苹果(AAPL)$
不用怕,盘前就可以回来
股市嗦粉哥
2023-10-17
跳水吧,别撑着了
$微软(MSFT)$
股市嗦粉哥
2023-10-12
$苹果(AAPL)$
空空空!!!
股市嗦粉哥
2023-10-12
跟你买一张put//
@资本投资营
:
$苹果(AAPL)$
全仓做空,赌它没有九阳十阳
@资本投资营:
$苹果(AAPL)$
全仓做空,赌它没有九阳十阳
股市嗦粉哥
2023-10-05
$波音(BA)$
波音这是要破产的节奏啊
股市嗦粉哥
2023-10-03
$特斯拉(TSLA)$
满仓call
股市嗦粉哥
2023-10-02
!.GFT g
$甲骨文(ORCL)$
k ka?
Bernstein bullish on Thermo, Revvity, Guardant, PacBio; bearish on Illumina
股市嗦粉哥
2023-06-01
$苹果(AAPL)$
那你昨天跳水有病么?
股市嗦粉哥
2023-05-31
$苹果(AAPL)$
可真是**了
股市嗦粉哥
2023-03-30
$亚马逊(AMZN)$
有大病,得治
股市嗦粉哥
2023-03-04
$特斯拉(TSLA)$
算了算了,打不过就加入
去老虎APP查看更多动态
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data-views=\"0\"></v-v>全仓做空,赌它没有九阳十阳","text":"跟你买一张put//@资本投资营:$苹果(AAPL)$ 全仓做空,赌它没有九阳十阳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229786422263960","repostId":"229784545161488","repostType":1,"repost":{"id":229784545161488,"gmtCreate":1697118422388,"gmtModify":1697118423636,"author":{"id":"4089192897492490","authorId":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/4728314479e5fcfbadd7a00d8c61c7c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089192897492490","authorIdStr":"4089192897492490"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v>全仓做空,赌它没有九阳十阳","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v>全仓做空,赌它没有九阳十阳","text":"$苹果(AAPL)$ 全仓做空,赌它没有九阳十阳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229784545161488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227046651084800,"gmtCreate":1696439309847,"gmtModify":1696439310775,"author":{"id":"3534672975769834","authorId":"3534672975769834","name":"股市嗦粉哥","avatar":"https://static.tigerbbs.com/59ebf25d529797b9ce171345339e177b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534672975769834","authorIdStr":"3534672975769834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a>波音这是要破产的节奏啊","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a>波音这是要破产的节奏啊","text":"$波音(BA)$ 波音这是要破产的节奏啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/227046651084800","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226656553865216,"gmtCreate":1696344071268,"gmtModify":1696344072265,"author":{"id":"3534672975769834","authorId":"3534672975769834","name":"股市嗦粉哥","avatar":"https://static.tigerbbs.com/59ebf25d529797b9ce171345339e177b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534672975769834","authorIdStr":"3534672975769834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>满仓call","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>满仓call","text":"$特斯拉(TSLA)$ 满仓call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226656553865216","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226215586672712,"gmtCreate":1696236504609,"gmtModify":1696236505702,"author":{"id":"3534672975769834","authorId":"3534672975769834","name":"股市嗦粉哥","avatar":"https://static.tigerbbs.com/59ebf25d529797b9ce171345339e177b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534672975769834","authorIdStr":"3534672975769834"},"themes":[],"htmlText":"!.GFT g<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>k ka?","listText":"!.GFT g<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>k ka?","text":"!.GFT g$甲骨文(ORCL)$ k ka?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226215586672712","repostId":"2372074991","repostType":2,"repost":{"id":"2372074991","pubTimestamp":1696190532,"share":"https://www.laohu8.com/m/news/2372074991?lang=&edition=full","pubTime":"2023-10-02 04:02","market":"us","language":"en","title":"Bernstein bullish on Thermo, Revvity, Guardant, PacBio; bearish on Illumina","url":"https://stock-news.laohu8.com/highlight/detail?id=2372074991","media":"seekingalpha","summary":"Bernstein is bullish on medtech stocks Thermo Fisher, Guardant Health, Revvity and PacBio, but sees further downside for Illumina, according to a new industry note. The investment firm kicked off cov","content":"<html><body><p>Bernstein is bullish on medtech stocks Thermo Fisher, Guardant Health, Revvity and PacBio, but sees further downside for <a href=\"https://laohu8.com/S/ILMN\">Illumina</a>, according to a new industry note. </p> <p>The investment firm kicked off coverage of the US life science tools and diagnostics sector<span> last week, asserting that the sub-sector had “vastly” outperformed the broader market despite some rockiness over the last few quarters.</span></p> <p>Bernstein attributed the recent weakness in part to such factors as post-COVID inventory de-stocking, economic problems in China and “cautiousness” in biopharma spending. But it also said that a correction was somewhat expected given past performance.</p> <p>“In reality, for an industry that talks about approximately 4% to 6% long-term core organic growth, we’ve been above that for years, so some correction/reversion to the mean isn’t surprising,” Bernstein analysts wrote in their note dated Sept. 27.</p> <p>The good news, Bernstein said, is that the long-term demand drivers for the sub-sector “are still very much in place” and that the “shake-up” created an opportunity for investors to buy long-term “winners” at an attractive entry point and “take advantage of short-term dynamics depressing share price.”</p> <p>Topping Bernstein’s outperform list for diversified toolmakers were Thermo Fisher (<span>NYSE:TMO</span>) and Revvity (RVTY). The bank set Thermo’s price target at $603 and Revvity’s at $133.</p> <p>Meanwhile, Bernstein rated Avantor (AVTR) at market perform, commenting that despite high recurrent revenue and relatively low exposure to China, it believed investors “need time to get over recent stumbles” and that the stock’s multiple was “warranted.” Bernstein’s price target for the stock is $22.</p> <p>Agilent (A) and Waters (WAT) were also rated market perform, with Bernstein asserting that it expects the slowdown in the demand for instruments to continue and that both companies have “limited upside from major strategic actions.” Bernstein set a price targets of $123 for Agilent and $280 for Waters.</p> <p>As for next-generation genomic sequencing, Bernstein said it’s bullish on Pacific Biosciences (<span>NASDAQ:PACB</span>) but bearish on sub-sector giant Illumina (<span>NASDAQ:ILMN</span>), due in part to a shift from short-read sequencing by synthesis, or SBS, which Illumina dominates, to a “more competitive landscape” that includes technologies such as long-read sequencing.</p> <p>In the case of Illumina, Bernstein asserted that its “monopoly” was under attack, making it the relative “loser” in the space. Bernstein rated Illumina at underperform, despite a “huge collapse” of its share price. “We think there is further downside,” Bernstein added, setting Illumina’s price target at $111.</p> <p>Meanwhile, Bernstein said it viewed PacBio as the relative “winner,” stating that PacBio’s pipeline was set up to grab market share in both the long and short-read categories. “PacBio is at a huge point of inflection in growth,” the investment firm added. Bernstein rated PacBio outperform, with a price target of $11.</p> <p>Guardant Health (<span>NASDAQ:GH</span>) was Bernstein’s top pick in the molecular diagnostics space, with the bank rating it outperform with a price target of $34. Citing Guardant’s “first-mover advantage,” Bernstein sees the company delivering “superior growth.” Bernstein added that it viewed a recent pullback on the stock as a buying opportunity.</p> <p>Bernstein was also bullish on Exact Sciences (EXAS), commenting that although the stock may appear pricey relative to peers, the “premium is justified” by the company’s lower downside risk and positive cash flow. Bernstein rated Exact Sciences at outperform, with a $83 price target.</p> <p>Natera (NTRA), meanwhile, was labeled “exciting,” but still given a market perform rating as Bernstein believes that the company’s minimal residual disease, or MRD, product is “further away than the market appreciates.”</p> <p>Bernstein warned investors, however, not to short Natera stock as the company’s 22q screening could represent a $600M market opportunity. The firm set its price target for the stock at $48.</p> <h2>More on medtech stocks </h2> <p>Guardant Health stock climbs following Piper Sandler upgrade</p> <p>AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley</p> <p>Despite a slower Q2, Needham sees medtech market growing 7% in 2023</p> <p>Carl Icahn says new Illumina CEO has his 'full support'</p> <p>Illumina names Agilent executive as new CEO</p></body></html>","source":"seekingalpha","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>Bernstein bullish on Thermo, Revvity, Guardant, PacBio; bearish on Illumina</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\">\nBernstein bullish on Thermo, Revvity, Guardant, PacBio; bearish on Illumina\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-02 04:02 GMT+8 <a href=https://seekingalpha.com/news/4016935-bernstein-bullish-on-thermo-revvity-guardant-pacbio-bearish-on-illumina><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bernstein is bullish on medtech stocks Thermo Fisher, Guardant Health, Revvity and PacBio, but sees further downside for Illumina, according to a new industry note. The investment firm kicked off ...</p>\n\n<a href=\"https://seekingalpha.com/news/4016935-bernstein-bullish-on-thermo-revvity-guardant-pacbio-bearish-on-illumina\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/915523904/image_915523904.jpg","relate_stocks":{"TQQQ":"纳指三倍做多ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","PSQ":"纳指反向ETF","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","ILMN":"Illumina","BK4567":"ESG概念","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","TMO":"赛默飞世尔","BK4533":"AQR资本管理(全球第二大对冲基金)","QQQ":"纳指100ETF","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","GH":"Guardant Health Inc.","BK4121":"生命科学工具和服务","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","NTRA":"Natera, Inc.",".IXIC":"NASDAQ Composite","LU0122379950.USD":"贝莱德世界健康科学A2","LU1165135440.EUR":"BNP Paribas Aqua Classic Cap EUR","EXAS":"精密科学","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","QID":"纳指两倍做空ETF","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2125910179.SGD":"Natixis Thematics Water H-R/A SGD","A":"安捷伦科技","LU2041044095.USD":"Blackrock Circular Economy A2 USD","RVTY":"REVVITY INC","BK4504":"桥水持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","SQQQ":"纳指三倍做空ETF","MS":"摩根士丹利","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","BK4548":"巴美列捷福持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4127":"投资银行业与经纪业","PACB":"Pacific Biosciences of Californi","LU0882574055.USD":"富达全球健康医疗A ACC","WAT":"沃特世","QLD":"纳指两倍做多ETF","AVTR":"Avantor, Inc."},"source_url":"https://seekingalpha.com/news/4016935-bernstein-bullish-on-thermo-revvity-guardant-pacbio-bearish-on-illumina","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2372074991","content_text":"Bernstein is bullish on medtech stocks Thermo Fisher, Guardant Health, Revvity and PacBio, but sees further downside for Illumina, according to a new industry note. The investment firm kicked off coverage of the US life science tools and diagnostics sector last week, asserting that the sub-sector had “vastly” outperformed the broader market despite some rockiness over the last few quarters. Bernstein attributed the recent weakness in part to such factors as post-COVID inventory de-stocking, economic problems in China and “cautiousness” in biopharma spending. But it also said that a correction was somewhat expected given past performance. “In reality, for an industry that talks about approximately 4% to 6% long-term core organic growth, we’ve been above that for years, so some correction/reversion to the mean isn’t surprising,” Bernstein analysts wrote in their note dated Sept. 27. The good news, Bernstein said, is that the long-term demand drivers for the sub-sector “are still very much in place” and that the “shake-up” created an opportunity for investors to buy long-term “winners” at an attractive entry point and “take advantage of short-term dynamics depressing share price.” Topping Bernstein’s outperform list for diversified toolmakers were Thermo Fisher (NYSE:TMO) and Revvity (RVTY). The bank set Thermo’s price target at $603 and Revvity’s at $133. Meanwhile, Bernstein rated Avantor (AVTR) at market perform, commenting that despite high recurrent revenue and relatively low exposure to China, it believed investors “need time to get over recent stumbles” and that the stock’s multiple was “warranted.” Bernstein’s price target for the stock is $22. Agilent (A) and Waters (WAT) were also rated market perform, with Bernstein asserting that it expects the slowdown in the demand for instruments to continue and that both companies have “limited upside from major strategic actions.” Bernstein set a price targets of $123 for Agilent and $280 for Waters. As for next-generation genomic sequencing, Bernstein said it’s bullish on Pacific Biosciences (NASDAQ:PACB) but bearish on sub-sector giant Illumina (NASDAQ:ILMN), due in part to a shift from short-read sequencing by synthesis, or SBS, which Illumina dominates, to a “more competitive landscape” that includes technologies such as long-read sequencing. In the case of Illumina, Bernstein asserted that its “monopoly” was under attack, making it the relative “loser” in the space. Bernstein rated Illumina at underperform, despite a “huge collapse” of its share price. “We think there is further downside,” Bernstein added, setting Illumina’s price target at $111. Meanwhile, Bernstein said it viewed PacBio as the relative “winner,” stating that PacBio’s pipeline was set up to grab market share in both the long and short-read categories. “PacBio is at a huge point of inflection in growth,” the investment firm added. Bernstein rated PacBio outperform, with a price target of $11. Guardant Health (NASDAQ:GH) was Bernstein’s top pick in the molecular diagnostics space, with the bank rating it outperform with a price target of $34. Citing Guardant’s “first-mover advantage,” Bernstein sees the company delivering “superior growth.” Bernstein added that it viewed a recent pullback on the stock as a buying opportunity. Bernstein was also bullish on Exact Sciences (EXAS), commenting that although the stock may appear pricey relative to peers, the “premium is justified” by the company’s lower downside risk and positive cash flow. Bernstein rated Exact Sciences at outperform, with a $83 price target. Natera (NTRA), meanwhile, was labeled “exciting,” but still given a market perform rating as Bernstein believes that the company’s minimal residual disease, or MRD, product is “further away than the market appreciates.” Bernstein warned investors, however, not to short Natera stock as the company’s 22q screening could represent a $600M market opportunity. The firm set its price target for the stock at $48. More on medtech stocks Guardant Health stock climbs following Piper Sandler upgrade AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley Despite a slower Q2, Needham sees medtech market growing 7% in 2023 Carl Icahn says new Illumina CEO has his 'full support' Illumina names Agilent executive as new CEO","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182684439359640,"gmtCreate":1685630766037,"gmtModify":1685631561653,"author":{"id":"3534672975769834","authorId":"3534672975769834","name":"股市嗦粉哥","avatar":"https://static.tigerbbs.com/59ebf25d529797b9ce171345339e177b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534672975769834","authorIdStr":"3534672975769834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>那你昨天跳水有病么?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ 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