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近水楼台1996
财不进急门,欲速则不达!低吸潜伏是王道,时间创造价值!
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近水楼台1996
06-19
$复星国际(00656)$
五日线上不去啊!
近水楼台1996
05-27
感觉散户持股比例多了,股票多空分歧就会非常大,车车科技这支股票就比较明显,放眼国内保险股已经出现大踏步的表现了,车车的股价还在地板上摩擦,没办法,多空分歧太明显了。当然,又让我想起了前一阵一个朋友的话,有些股票的上涨跟便秘一样痛苦,但终究还是要拉出来的,终究还是要上去的,只是时间上可能会迟到。
$车车科技(CCG)$
近水楼台1996
05-24
$小米集团-W(01810)$
小米造车的自信就来自于家底厚,效率高。对产能的自信,更是对未来整体需求的自信。
近水楼台1996
2023-08-17
$联想集团(00992)$
财报不行,数据多少拉跨了
近水楼台1996
2023-06-07
这个价位还好,应该还有机会,下来就买
$名创优品(MNSO)$
近水楼台1996
2023-05-16
$三叶草生物-B(02197)$
这股价着实感人[捂脸]
近水楼台1996
2023-02-14
$名创优品(HK09896)$ 复苏确定性凸显,配置价值仍具,继续推荐全球日杂零售龙头、携第二曲线蓄力扩张,经营利润率持续优化。公司作为全球日杂零售龙头,凭借渠道、供应链等优势,以轻资产模式在全球高速扩张,同时已孵化潮玩品牌TOPTOY有望贡献第二增长曲线。放长期来看,对比日本零售龙头,国内外展店均有数倍空间。当前经营利润率持续优化,据公司财报,FY2023Q1,公司实现经调整净利润4.17亿元/同比+126.6%,对应净利率为15.1%/同比+8.2pct,优化明显。开年创新高、数据持续向好。政策优化以来各地消费逐步复苏,公司卡位性价比疫情下具备经营韧性,放开后亦率先彰显弹性,名创优品国内线下门店1月销售额破13亿,创历史新高,同比增速约40%,TOPTOY全渠道GMV破亿,数据持续印证;海外门店持续恢复,在元旦节假日刺激下,收入同比实现高增。复苏落地可期,配置价值仍具,继续推荐。疫情背景下,海内外线下业态均受到较大经营扰动,中小及实力较弱商家大量清退,竞争格局改善龙头有望受益;2022年国内疫情扰动频发,展店收缩,但单店营收角度始终体现较强经营韧性,且进入一月以来,环比恢复明显、同比高增。公司当前股价对应FY2023-2024年PE分别为32x/25x,继续推荐。风险提示:需求恢复不及预期;市场竞争加剧;扩张不及预期。
近水楼台1996
2023-02-14
$新东方在线(01797)$
东方小孙:你们把股价炒这么高,还不准我套现?
近水楼台1996
2022-04-16
1、跟着gjd去东奔西跑吗?gjd会尝试护盘在各种gj认为需要发展和进步的环节,但是这种拉升不是市场逐利资金的选择,所以不要跟着gjd东奔西跑,跑不赢;2、环境已经不允许再大跌了,所以市场在尝试性进攻,来观察哪个赛道阻力最小;3、有一条or二条赛道会优先被尝试成功,成功的标志是走出来,走出好趋势;4、目前有尝试过的机会点包括食品酒水、汽车汽配、钢铁大宗,截止到今天没有人能回答谁会走出来,怎么办?跟随啊5、预判个p啊,我要做的就是通过信号来识别趋势形成,越早识别越好,我很菜,做不到,那就空仓。我还可以,那就给一个参与标准和割肉标准6、从逻辑的角度我只看到了社区团购足够强,其他的还是都勉为其难。结论:1、跟随趋势低吸;2、看好社区团购的买入社区团购$重庆港(SH600279)$ $银座股份(SH600858)$ $步步高(SZ002251)$
近水楼台1996
2022-01-05
家用电器、交通设施、保险、银行等板块反弹拉升指数,依旧看好消费赛道,坚持做长线
$爱奇艺(IQ)$
$拼多多(PDD)$
$万物新生(RERE)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"感觉散户持股比例多了,股票多空分歧就会非常大,车车科技这支股票就比较明显,放眼国内保险股已经出现大踏步的表现了,车车的股价还在地板上摩擦,没办法,多空分歧太明显了。当然,又让我想起了前一阵一个朋友的话,有些股票的上涨跟便秘一样痛苦,但终究还是要拉出来的,终究还是要上去的,只是时间上可能会迟到。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ 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</a>","text":"这个价位还好,应该还有机会,下来就买$名创优品(MNSO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184757209751568","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652920772,"gmtCreate":1684230141197,"gmtModify":1684230142624,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02197\">$三叶草生物-B(02197)$ </a>这股价着实感人[捂脸]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02197\">$三叶草生物-B(02197)$ </a>这股价着实感人[捂脸]","text":"$三叶草生物-B(02197)$ 这股价着实感人[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652920772","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625890095,"gmtCreate":1676345923517,"gmtModify":1676353931834,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$名创优品(HK09896)$ 复苏确定性凸显,配置价值仍具,继续推荐全球日杂零售龙头、携第二曲线蓄力扩张,经营利润率持续优化。公司作为全球日杂零售龙头,凭借渠道、供应链等优势,以轻资产模式在全球高速扩张,同时已孵化潮玩品牌TOPTOY有望贡献第二增长曲线。放长期来看,对比日本零售龙头,国内外展店均有数倍空间。当前经营利润率持续优化,据公司财报,FY2023Q1,公司实现经调整净利润4.17亿元/同比+126.6%,对应净利率为15.1%/同比+8.2pct,优化明显。开年创新高、数据持续向好。政策优化以来各地消费逐步复苏,公司卡位性价比疫情下具备经营韧性,放开后亦率先彰显弹性,名创优品国内线下门店1月销售额破13亿,创历史新高,同比增速约40%,TOPTOY全渠道GMV破亿,数据持续印证;海外门店持续恢复,在元旦节假日刺激下,收入同比实现高增。复苏落地可期,配置价值仍具,继续推荐。疫情背景下,海内外线下业态均受到较大经营扰动,中小及实力较弱商家大量清退,竞争格局改善龙头有望受益;2022年国内疫情扰动频发,展店收缩,但单店营收角度始终体现较强经营韧性,且进入一月以来,环比恢复明显、同比高增。公司当前股价对应FY2023-2024年PE分别为32x/25x,继续推荐。风险提示:需求恢复不及预期;市场竞争加剧;扩张不及预期。","listText":"$名创优品(HK09896)$ 复苏确定性凸显,配置价值仍具,继续推荐全球日杂零售龙头、携第二曲线蓄力扩张,经营利润率持续优化。公司作为全球日杂零售龙头,凭借渠道、供应链等优势,以轻资产模式在全球高速扩张,同时已孵化潮玩品牌TOPTOY有望贡献第二增长曲线。放长期来看,对比日本零售龙头,国内外展店均有数倍空间。当前经营利润率持续优化,据公司财报,FY2023Q1,公司实现经调整净利润4.17亿元/同比+126.6%,对应净利率为15.1%/同比+8.2pct,优化明显。开年创新高、数据持续向好。政策优化以来各地消费逐步复苏,公司卡位性价比疫情下具备经营韧性,放开后亦率先彰显弹性,名创优品国内线下门店1月销售额破13亿,创历史新高,同比增速约40%,TOPTOY全渠道GMV破亿,数据持续印证;海外门店持续恢复,在元旦节假日刺激下,收入同比实现高增。复苏落地可期,配置价值仍具,继续推荐。疫情背景下,海内外线下业态均受到较大经营扰动,中小及实力较弱商家大量清退,竞争格局改善龙头有望受益;2022年国内疫情扰动频发,展店收缩,但单店营收角度始终体现较强经营韧性,且进入一月以来,环比恢复明显、同比高增。公司当前股价对应FY2023-2024年PE分别为32x/25x,继续推荐。风险提示:需求恢复不及预期;市场竞争加剧;扩张不及预期。","text":"$名创优品(HK09896)$ 复苏确定性凸显,配置价值仍具,继续推荐全球日杂零售龙头、携第二曲线蓄力扩张,经营利润率持续优化。公司作为全球日杂零售龙头,凭借渠道、供应链等优势,以轻资产模式在全球高速扩张,同时已孵化潮玩品牌TOPTOY有望贡献第二增长曲线。放长期来看,对比日本零售龙头,国内外展店均有数倍空间。当前经营利润率持续优化,据公司财报,FY2023Q1,公司实现经调整净利润4.17亿元/同比+126.6%,对应净利率为15.1%/同比+8.2pct,优化明显。开年创新高、数据持续向好。政策优化以来各地消费逐步复苏,公司卡位性价比疫情下具备经营韧性,放开后亦率先彰显弹性,名创优品国内线下门店1月销售额破13亿,创历史新高,同比增速约40%,TOPTOY全渠道GMV破亿,数据持续印证;海外门店持续恢复,在元旦节假日刺激下,收入同比实现高增。复苏落地可期,配置价值仍具,继续推荐。疫情背景下,海内外线下业态均受到较大经营扰动,中小及实力较弱商家大量清退,竞争格局改善龙头有望受益;2022年国内疫情扰动频发,展店收缩,但单店营收角度始终体现较强经营韧性,且进入一月以来,环比恢复明显、同比高增。公司当前股价对应FY2023-2024年PE分别为32x/25x,继续推荐。风险提示:需求恢复不及预期;市场竞争加剧;扩张不及预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625890095","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625804525,"gmtCreate":1676345616567,"gmtModify":1676353901868,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$ </a>东方小孙:你们把股价炒这么高,还不准我套现?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$ </a>东方小孙:你们把股价炒这么高,还不准我套现?","text":"$新东方在线(01797)$ 东方小孙:你们把股价炒这么高,还不准我套现?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625804525","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613721708,"gmtCreate":1650088402022,"gmtModify":1650092151195,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"1、跟着gjd去东奔西跑吗?gjd会尝试护盘在各种gj认为需要发展和进步的环节,但是这种拉升不是市场逐利资金的选择,所以不要跟着gjd东奔西跑,跑不赢;2、环境已经不允许再大跌了,所以市场在尝试性进攻,来观察哪个赛道阻力最小;3、有一条or二条赛道会优先被尝试成功,成功的标志是走出来,走出好趋势;4、目前有尝试过的机会点包括食品酒水、汽车汽配、钢铁大宗,截止到今天没有人能回答谁会走出来,怎么办?跟随啊5、预判个p啊,我要做的就是通过信号来识别趋势形成,越早识别越好,我很菜,做不到,那就空仓。我还可以,那就给一个参与标准和割肉标准6、从逻辑的角度我只看到了社区团购足够强,其他的还是都勉为其难。结论:1、跟随趋势低吸;2、看好社区团购的买入社区团购$重庆港(SH600279)$ $银座股份(SH600858)$ $步步高(SZ002251)$","listText":"1、跟着gjd去东奔西跑吗?gjd会尝试护盘在各种gj认为需要发展和进步的环节,但是这种拉升不是市场逐利资金的选择,所以不要跟着gjd东奔西跑,跑不赢;2、环境已经不允许再大跌了,所以市场在尝试性进攻,来观察哪个赛道阻力最小;3、有一条or二条赛道会优先被尝试成功,成功的标志是走出来,走出好趋势;4、目前有尝试过的机会点包括食品酒水、汽车汽配、钢铁大宗,截止到今天没有人能回答谁会走出来,怎么办?跟随啊5、预判个p啊,我要做的就是通过信号来识别趋势形成,越早识别越好,我很菜,做不到,那就空仓。我还可以,那就给一个参与标准和割肉标准6、从逻辑的角度我只看到了社区团购足够强,其他的还是都勉为其难。结论:1、跟随趋势低吸;2、看好社区团购的买入社区团购$重庆港(SH600279)$ $银座股份(SH600858)$ $步步高(SZ002251)$","text":"1、跟着gjd去东奔西跑吗?gjd会尝试护盘在各种gj认为需要发展和进步的环节,但是这种拉升不是市场逐利资金的选择,所以不要跟着gjd东奔西跑,跑不赢;2、环境已经不允许再大跌了,所以市场在尝试性进攻,来观察哪个赛道阻力最小;3、有一条or二条赛道会优先被尝试成功,成功的标志是走出来,走出好趋势;4、目前有尝试过的机会点包括食品酒水、汽车汽配、钢铁大宗,截止到今天没有人能回答谁会走出来,怎么办?跟随啊5、预判个p啊,我要做的就是通过信号来识别趋势形成,越早识别越好,我很菜,做不到,那就空仓。我还可以,那就给一个参与标准和割肉标准6、从逻辑的角度我只看到了社区团购足够强,其他的还是都勉为其难。结论:1、跟随趋势低吸;2、看好社区团购的买入社区团购$重庆港(SH600279)$ $银座股份(SH600858)$ $步步高(SZ002251)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613721708","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695191840,"gmtCreate":1641358871875,"gmtModify":1641360225624,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"家用电器、交通设施、保险、银行等板块反弹拉升指数,依旧看好消费赛道,坚持做长线<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>","listText":"家用电器、交通设施、保险、银行等板块反弹拉升指数,依旧看好消费赛道,坚持做长线<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>","text":"家用电器、交通设施、保险、银行等板块反弹拉升指数,依旧看好消费赛道,坚持做长线$爱奇艺(IQ)$$拼多多(PDD)$$万物新生(RERE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/695191840","isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","crmLevel":1,"crmLevelSwitch":0},"content":"$万物新生(RERE)$ 也算是大消费板块吗?这个好像不大对路吧。","text":"$万物新生(RERE)$ 也算是大消费板块吗?这个好像不大对路吧。","html":"$万物新生(RERE)$ 也算是大消费板块吗?这个好像不大对路吧。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":695191840,"gmtCreate":1641358871875,"gmtModify":1641360225624,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"家用电器、交通设施、保险、银行等板块反弹拉升指数,依旧看好消费赛道,坚持做长线<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>","listText":"家用电器、交通设施、保险、银行等板块反弹拉升指数,依旧看好消费赛道,坚持做长线<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>","text":"家用电器、交通设施、保险、银行等板块反弹拉升指数,依旧看好消费赛道,坚持做长线$爱奇艺(IQ)$$拼多多(PDD)$$万物新生(RERE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/695191840","isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","crmLevel":1,"crmLevelSwitch":0},"content":"$万物新生(RERE)$ 也算是大消费板块吗?这个好像不大对路吧。","text":"$万物新生(RERE)$ 也算是大消费板块吗?这个好像不大对路吧。","html":"$万物新生(RERE)$ 也算是大消费板块吗?这个好像不大对路吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309276792729880,"gmtCreate":1716534780315,"gmtModify":1716534783976,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>小米造车的自信就来自于家底厚,效率高。对产能的自信,更是对未来整体需求的自信。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>小米造车的自信就来自于家底厚,效率高。对产能的自信,更是对未来整体需求的自信。","text":"$小米集团-W(01810)$ 小米造车的自信就来自于家底厚,效率高。对产能的自信,更是对未来整体需求的自信。","images":[{"img":"https://static.tigerbbs.com/cd67f6ce5c622209954e2f9b1a8d527d","width":"1080","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/309276792729880","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":310353247072384,"gmtCreate":1716774011872,"gmtModify":1716774013791,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感觉散户持股比例多了,股票多空分歧就会非常大,车车科技这支股票就比较明显,放眼国内保险股已经出现大踏步的表现了,车车的股价还在地板上摩擦,没办法,多空分歧太明显了。当然,又让我想起了前一阵一个朋友的话,有些股票的上涨跟便秘一样痛苦,但终究还是要拉出来的,终究还是要上去的,只是时间上可能会迟到。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"感觉散户持股比例多了,股票多空分歧就会非常大,车车科技这支股票就比较明显,放眼国内保险股已经出现大踏步的表现了,车车的股价还在地板上摩擦,没办法,多空分歧太明显了。当然,又让我想起了前一阵一个朋友的话,有些股票的上涨跟便秘一样痛苦,但终究还是要拉出来的,终究还是要上去的,只是时间上可能会迟到。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"感觉散户持股比例多了,股票多空分歧就会非常大,车车科技这支股票就比较明显,放眼国内保险股已经出现大踏步的表现了,车车的股价还在地板上摩擦,没办法,多空分歧太明显了。当然,又让我想起了前一阵一个朋友的话,有些股票的上涨跟便秘一样痛苦,但终究还是要拉出来的,终究还是要上去的,只是时间上可能会迟到。$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310353247072384","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318363110752496,"gmtCreate":1718764956878,"gmtModify":1718764958516,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>五日线上不去啊!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>五日线上不去啊!","text":"$复星国际(00656)$ 五日线上不去啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318363110752496","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209905396219992,"gmtCreate":1692254178735,"gmtModify":1692254179618,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>财报不行,数据多少拉跨了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>财报不行,数据多少拉跨了","text":"$联想集团(00992)$ 财报不行,数据多少拉跨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209905396219992","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184757209751568,"gmtCreate":1686131092311,"gmtModify":1686131093406,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这个价位还好,应该还有机会,下来就买<a target=\"_blank\" href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$ </a>","listText":"这个价位还好,应该还有机会,下来就买<a target=\"_blank\" href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$ </a>","text":"这个价位还好,应该还有机会,下来就买$名创优品(MNSO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184757209751568","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652920772,"gmtCreate":1684230141197,"gmtModify":1684230142624,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02197\">$三叶草生物-B(02197)$ </a>这股价着实感人[捂脸]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02197\">$三叶草生物-B(02197)$ </a>这股价着实感人[捂脸]","text":"$三叶草生物-B(02197)$ 这股价着实感人[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652920772","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625890095,"gmtCreate":1676345923517,"gmtModify":1676353931834,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$名创优品(HK09896)$ 复苏确定性凸显,配置价值仍具,继续推荐全球日杂零售龙头、携第二曲线蓄力扩张,经营利润率持续优化。公司作为全球日杂零售龙头,凭借渠道、供应链等优势,以轻资产模式在全球高速扩张,同时已孵化潮玩品牌TOPTOY有望贡献第二增长曲线。放长期来看,对比日本零售龙头,国内外展店均有数倍空间。当前经营利润率持续优化,据公司财报,FY2023Q1,公司实现经调整净利润4.17亿元/同比+126.6%,对应净利率为15.1%/同比+8.2pct,优化明显。开年创新高、数据持续向好。政策优化以来各地消费逐步复苏,公司卡位性价比疫情下具备经营韧性,放开后亦率先彰显弹性,名创优品国内线下门店1月销售额破13亿,创历史新高,同比增速约40%,TOPTOY全渠道GMV破亿,数据持续印证;海外门店持续恢复,在元旦节假日刺激下,收入同比实现高增。复苏落地可期,配置价值仍具,继续推荐。疫情背景下,海内外线下业态均受到较大经营扰动,中小及实力较弱商家大量清退,竞争格局改善龙头有望受益;2022年国内疫情扰动频发,展店收缩,但单店营收角度始终体现较强经营韧性,且进入一月以来,环比恢复明显、同比高增。公司当前股价对应FY2023-2024年PE分别为32x/25x,继续推荐。风险提示:需求恢复不及预期;市场竞争加剧;扩张不及预期。","listText":"$名创优品(HK09896)$ 复苏确定性凸显,配置价值仍具,继续推荐全球日杂零售龙头、携第二曲线蓄力扩张,经营利润率持续优化。公司作为全球日杂零售龙头,凭借渠道、供应链等优势,以轻资产模式在全球高速扩张,同时已孵化潮玩品牌TOPTOY有望贡献第二增长曲线。放长期来看,对比日本零售龙头,国内外展店均有数倍空间。当前经营利润率持续优化,据公司财报,FY2023Q1,公司实现经调整净利润4.17亿元/同比+126.6%,对应净利率为15.1%/同比+8.2pct,优化明显。开年创新高、数据持续向好。政策优化以来各地消费逐步复苏,公司卡位性价比疫情下具备经营韧性,放开后亦率先彰显弹性,名创优品国内线下门店1月销售额破13亿,创历史新高,同比增速约40%,TOPTOY全渠道GMV破亿,数据持续印证;海外门店持续恢复,在元旦节假日刺激下,收入同比实现高增。复苏落地可期,配置价值仍具,继续推荐。疫情背景下,海内外线下业态均受到较大经营扰动,中小及实力较弱商家大量清退,竞争格局改善龙头有望受益;2022年国内疫情扰动频发,展店收缩,但单店营收角度始终体现较强经营韧性,且进入一月以来,环比恢复明显、同比高增。公司当前股价对应FY2023-2024年PE分别为32x/25x,继续推荐。风险提示:需求恢复不及预期;市场竞争加剧;扩张不及预期。","text":"$名创优品(HK09896)$ 复苏确定性凸显,配置价值仍具,继续推荐全球日杂零售龙头、携第二曲线蓄力扩张,经营利润率持续优化。公司作为全球日杂零售龙头,凭借渠道、供应链等优势,以轻资产模式在全球高速扩张,同时已孵化潮玩品牌TOPTOY有望贡献第二增长曲线。放长期来看,对比日本零售龙头,国内外展店均有数倍空间。当前经营利润率持续优化,据公司财报,FY2023Q1,公司实现经调整净利润4.17亿元/同比+126.6%,对应净利率为15.1%/同比+8.2pct,优化明显。开年创新高、数据持续向好。政策优化以来各地消费逐步复苏,公司卡位性价比疫情下具备经营韧性,放开后亦率先彰显弹性,名创优品国内线下门店1月销售额破13亿,创历史新高,同比增速约40%,TOPTOY全渠道GMV破亿,数据持续印证;海外门店持续恢复,在元旦节假日刺激下,收入同比实现高增。复苏落地可期,配置价值仍具,继续推荐。疫情背景下,海内外线下业态均受到较大经营扰动,中小及实力较弱商家大量清退,竞争格局改善龙头有望受益;2022年国内疫情扰动频发,展店收缩,但单店营收角度始终体现较强经营韧性,且进入一月以来,环比恢复明显、同比高增。公司当前股价对应FY2023-2024年PE分别为32x/25x,继续推荐。风险提示:需求恢复不及预期;市场竞争加剧;扩张不及预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625890095","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625804525,"gmtCreate":1676345616567,"gmtModify":1676353901868,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$ </a>东方小孙:你们把股价炒这么高,还不准我套现?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$ </a>东方小孙:你们把股价炒这么高,还不准我套现?","text":"$新东方在线(01797)$ 东方小孙:你们把股价炒这么高,还不准我套现?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625804525","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613721708,"gmtCreate":1650088402022,"gmtModify":1650092151195,"author":{"id":"3545120204471414","authorId":"3545120204471414","name":"近水楼台1996","avatar":"https://static.tigerbbs.com/1965a148f48ee63d06327e59257594fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"1、跟着gjd去东奔西跑吗?gjd会尝试护盘在各种gj认为需要发展和进步的环节,但是这种拉升不是市场逐利资金的选择,所以不要跟着gjd东奔西跑,跑不赢;2、环境已经不允许再大跌了,所以市场在尝试性进攻,来观察哪个赛道阻力最小;3、有一条or二条赛道会优先被尝试成功,成功的标志是走出来,走出好趋势;4、目前有尝试过的机会点包括食品酒水、汽车汽配、钢铁大宗,截止到今天没有人能回答谁会走出来,怎么办?跟随啊5、预判个p啊,我要做的就是通过信号来识别趋势形成,越早识别越好,我很菜,做不到,那就空仓。我还可以,那就给一个参与标准和割肉标准6、从逻辑的角度我只看到了社区团购足够强,其他的还是都勉为其难。结论:1、跟随趋势低吸;2、看好社区团购的买入社区团购$重庆港(SH600279)$ $银座股份(SH600858)$ $步步高(SZ002251)$","listText":"1、跟着gjd去东奔西跑吗?gjd会尝试护盘在各种gj认为需要发展和进步的环节,但是这种拉升不是市场逐利资金的选择,所以不要跟着gjd东奔西跑,跑不赢;2、环境已经不允许再大跌了,所以市场在尝试性进攻,来观察哪个赛道阻力最小;3、有一条or二条赛道会优先被尝试成功,成功的标志是走出来,走出好趋势;4、目前有尝试过的机会点包括食品酒水、汽车汽配、钢铁大宗,截止到今天没有人能回答谁会走出来,怎么办?跟随啊5、预判个p啊,我要做的就是通过信号来识别趋势形成,越早识别越好,我很菜,做不到,那就空仓。我还可以,那就给一个参与标准和割肉标准6、从逻辑的角度我只看到了社区团购足够强,其他的还是都勉为其难。结论:1、跟随趋势低吸;2、看好社区团购的买入社区团购$重庆港(SH600279)$ $银座股份(SH600858)$ $步步高(SZ002251)$","text":"1、跟着gjd去东奔西跑吗?gjd会尝试护盘在各种gj认为需要发展和进步的环节,但是这种拉升不是市场逐利资金的选择,所以不要跟着gjd东奔西跑,跑不赢;2、环境已经不允许再大跌了,所以市场在尝试性进攻,来观察哪个赛道阻力最小;3、有一条or二条赛道会优先被尝试成功,成功的标志是走出来,走出好趋势;4、目前有尝试过的机会点包括食品酒水、汽车汽配、钢铁大宗,截止到今天没有人能回答谁会走出来,怎么办?跟随啊5、预判个p啊,我要做的就是通过信号来识别趋势形成,越早识别越好,我很菜,做不到,那就空仓。我还可以,那就给一个参与标准和割肉标准6、从逻辑的角度我只看到了社区团购足够强,其他的还是都勉为其难。结论:1、跟随趋势低吸;2、看好社区团购的买入社区团购$重庆港(SH600279)$ $银座股份(SH600858)$ $步步高(SZ002251)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613721708","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}