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黄金大道kx
股龄12年收益逾20倍,关注前请先读置顶帖
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黄金大道kx
11-06
$地平线机器人-W(09660)$
$恒生指数(HSI)$
如果想要做T,那这个股票可能不太适合你,我觉得可以把地平线当成一张长期饭票,放进去不动,慢慢看着自己的账户余额变多,不是更爽?[得意]
黄金大道kx
09-06
$复星国际(00656)$
复星国际自2021年起就在优化资金与资产结构,压降负债规模,现如今财务指标明显改善,杠杆率大幅下降,野村及开源都给了“买入”评级,机构的认可还是可以参考。
黄金大道kx
07-25
$复星国际(00656)$
股价继续磨,不过没关系,意味着接下来就是反弹了[龇牙]
黄金大道kx
07-03
$嘀嗒出行(02559)$
今天终于红了
黄金大道kx
06-21
$嘀嗒出行(02559)$
嘀嗒出行IPO数据显示,近三年营收分别为7.8亿元、5.7亿元和8.2亿元,至少盈利能力还是值得认可的
黄金大道kx
06-06
命运的齿轮啥时候在我这转动一次?
$复星国际(00656)$
黄金大道kx
05-24
$车车科技(CCG)$
目前看,车车是好车,这里已经创历史地位了,Q1发布后还会再拉一波
黄金大道kx
05-21
$车车科技(CCG)$
车险行业的竞争一直都很激烈,但车车科技通过不断的技术创新和服务升级,成功在市场中占据了一席之地。公司的数字化运营服务不仅提高了效率,还降低了成本,这对于保险公司和消费者来说都是双赢的。随着新能源汽车的普及,车车科技的新能源车险业务有望成为新的增长点。
黄金大道kx
04-02
$车车科技(CCG)$
中国的“双碳”目标为新能源汽车产业提供了明确的发展方向和政策支持。也为中国新能源汽车产业的转型升级提供了动力。新能源概念股必然大涨。
黄金大道kx
03-29
$途虎-W(09690)$
无惧解禁,有点强
黄金大道kx
03-29
在当前的经济环境下,保险科技行业的增长势头尤为引人注目。这一赛道的公司正利用先进的技术手段,如AI、大数据、人工智能,来提升保险产品的吸引力和运营效率。随着消费者对于保险服务的需求日益增长,保险科技股票的投资价值逐渐显现。对于那些具有前瞻性的投资者而言,现在是考虑进入这一领域,分享行业发展红利的最佳时机。
$车车科技(CCG)$
黄金大道kx
2023-10-10
$纽顿集团(NWTN)$
之前纽顿集团旗下Rabdan车型就曾亮相美国圆石滩车展,走的就是高端路线,阿联酋皇室也开这车呢~
黄金大道kx
2023-10-09
$纽顿集团(NWTN)$
认识的人发给我的,据说阿尔达夫拉地区统治者代表谢赫·哈姆丹·本·扎耶德·阿勒纳哈扬开纽顿汽车了,这家汽车公司是有什么大背景。
黄金大道kx
2023-09-22
$联想集团(00992)$
市场沉寂这么久了,舒缓一下,就是选择周五有点可惜了
黄金大道kx
2023-08-18
$联想集团(00992)$
“孤注一掷”AI和算力就挺好
黄金大道kx
2023-07-05
我国经济处于温和复苏,服务消费内需相对稳定,个人较看好地产后周期触底反弹的消费机会,等着吧~
$海银控股(HYW)$
@三合智能:弱复苏下的强确定性 | 6月海银中观行业观察
黄金大道kx
2023-06-15
外部环境还是蛮不错的,只是新能源吸金效应,导致人工智能相关板块出现回调,应该属于正常调整,只是朗玛逢时差了点,也就借坡下驴了,快的话明天应该有一定的修复,不过就朗玛走势来讲,与其他Al相关题材股相比十分羸弱,表明资金的力度十分有限,或重心不在朗玛身上,错过了市场的火热期,即便其有实质上落地,要适当降低预期,明天若能走出来收养阳,再次冲击前高还是可以期待的
$朗玛信息(300288)$
黄金大道kx
2023-06-15
下一站9块
$联想集团(00992)$
@港股窝轮Jenny:看看联想(0992)的窝轮市场:趋势和模式
黄金大道kx
2023-06-13
联想集团非PC业务占比逐渐提高,估值逻辑应该也会发生转换,加上这个估值应该具备吸引力,风险回报还是蛮大的。
$联想集团(00992)$
黄金大道kx
2023-05-29
光伏景气度依然较高,本身依然处于高速发展阶段,今年光伏装机规模或超出预期,预计2023年我国光伏累计装机将首次超过水电,预计2027年光伏将超越煤炭成为我国第一能源,虽然内卷严重,但是是增量市场的博弈!
$光伏华安(159618)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/00656\">$复星国际(00656)$</a>股价继续磨,不过没关系,意味着接下来就是反弹了[龇牙]","text":"$复星国际(00656)$股价继续磨,不过没关系,意味着接下来就是反弹了[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331280425545976","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323476068634736,"gmtCreate":1719995752564,"gmtModify":1719995754119,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 今天终于红了","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 今天终于红了","text":"$嘀嗒出行(02559)$ 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</a>","text":"命运的齿轮啥时候在我这转动一次?$复星国际(00656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313778204021016","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309263356018856,"gmtCreate":1716531585222,"gmtModify":1716531587104,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>目前看,车车是好车,这里已经创历史地位了,Q1发布后还会再拉一波","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>目前看,车车是好车,这里已经创历史地位了,Q1发布后还会再拉一波","text":"$车车科技(CCG)$ 目前看,车车是好车,这里已经创历史地位了,Q1发布后还会再拉一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309263356018856","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308156899582160,"gmtCreate":1716255458992,"gmtModify":1716255460402,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>车险行业的竞争一直都很激烈,但车车科技通过不断的技术创新和服务升级,成功在市场中占据了一席之地。公司的数字化运营服务不仅提高了效率,还降低了成本,这对于保险公司和消费者来说都是双赢的。随着新能源汽车的普及,车车科技的新能源车险业务有望成为新的增长点。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ 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target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>","text":"我国经济处于温和复苏,服务消费内需相对稳定,个人较看好地产后周期触底反弹的消费机会,等着吧~$海银控股(HYW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655114053","repostId":"193809181561096","repostType":1,"repost":{"id":193809181561096,"gmtCreate":1688362052144,"gmtModify":1688362254932,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"弱复苏下的强确定性 | 6月海银中观行业观察","htmlText":"摘要: 目前来看生产复工复苏进度仍在缓慢复苏过程中,上游资源品价格普遍下跌,现阶段国内经济需求仍存在较大提升空间。6月进入夏季,和往年相比,厄尔尼诺现象或出现频繁,电力需求或进一步加大。 中游制造端来看,中游制造需求仍处于弱复苏过程中。下游板块复苏较好,一方面服务相关板块复苏较强,受去年低基数影响,社交距离越强相关的行业复苏越强,从消费相关数据来看,航空、道路、住宿、餐饮强复苏。另一方面,在政策和海内外科技创新刺激下,TMT板块升级趋势明确。AI风起,产业趋势初期,市场相比盈利兑现,更注重空间。从现阶段半导体复苏数据来看,半导体有望开启底部反转周期。 展望7月,积极关注政策端相关重要会议以及政策指引,另一方面,持续关注基建、地产数据反转情况。伴随相关上半年数据披露,投资主线将进一步明确。当下持续看好几条主线:1)基建/地产预期以及销售相关数据反转的相关产业链如建筑建材、家居家电板块;2)进入暑假后,出行数据明确的文旅景区板块;3)周期底部开始反转,需求逐渐复苏的半导体科技板块以及具备高成长政策支持的AI科技赛道。 风险提示:高频数据发布时间具有滞后性、大宗商品超预期上涨。 上游行业:煤炭、油气价格回落 1.1 煤炭方面景气度弱化 煤炭景气度弱化。当前动力煤期货价格在800元/每吨,海外煤价则持续在高位缓慢下行,5月纽卡斯尔NEWC动力煤现货价在178美元/吨,欧洲ARA港动力煤现货价在139.6美元/吨。从供给端来看,国内供给端安全事故导致地方安全检查趋严,海外进口煤利润倒挂,进口量收窄。库存方面当下依然处于主动去库存阶段,需求开始得到恢复,当下迎来夏季用电旺季,火力发电支撑用电需求,电煤需求边际略有提升。稳增长政策下,房地产与汽车相关激励政策将支撑非电煤需求,政策驱动市场预期修复,终端采购逐步主动补库。当下需求依然不稳,煤价依然缺少上行驱动因素,煤炭价格依旧处于震荡区间。","listText":"摘要: 目前来看生产复工复苏进度仍在缓慢复苏过程中,上游资源品价格普遍下跌,现阶段国内经济需求仍存在较大提升空间。6月进入夏季,和往年相比,厄尔尼诺现象或出现频繁,电力需求或进一步加大。 中游制造端来看,中游制造需求仍处于弱复苏过程中。下游板块复苏较好,一方面服务相关板块复苏较强,受去年低基数影响,社交距离越强相关的行业复苏越强,从消费相关数据来看,航空、道路、住宿、餐饮强复苏。另一方面,在政策和海内外科技创新刺激下,TMT板块升级趋势明确。AI风起,产业趋势初期,市场相比盈利兑现,更注重空间。从现阶段半导体复苏数据来看,半导体有望开启底部反转周期。 展望7月,积极关注政策端相关重要会议以及政策指引,另一方面,持续关注基建、地产数据反转情况。伴随相关上半年数据披露,投资主线将进一步明确。当下持续看好几条主线:1)基建/地产预期以及销售相关数据反转的相关产业链如建筑建材、家居家电板块;2)进入暑假后,出行数据明确的文旅景区板块;3)周期底部开始反转,需求逐渐复苏的半导体科技板块以及具备高成长政策支持的AI科技赛道。 风险提示:高频数据发布时间具有滞后性、大宗商品超预期上涨。 上游行业:煤炭、油气价格回落 1.1 煤炭方面景气度弱化 煤炭景气度弱化。当前动力煤期货价格在800元/每吨,海外煤价则持续在高位缓慢下行,5月纽卡斯尔NEWC动力煤现货价在178美元/吨,欧洲ARA港动力煤现货价在139.6美元/吨。从供给端来看,国内供给端安全事故导致地方安全检查趋严,海外进口煤利润倒挂,进口量收窄。库存方面当下依然处于主动去库存阶段,需求开始得到恢复,当下迎来夏季用电旺季,火力发电支撑用电需求,电煤需求边际略有提升。稳增长政策下,房地产与汽车相关激励政策将支撑非电煤需求,政策驱动市场预期修复,终端采购逐步主动补库。当下需求依然不稳,煤价依然缺少上行驱动因素,煤炭价格依旧处于震荡区间。","text":"摘要: 目前来看生产复工复苏进度仍在缓慢复苏过程中,上游资源品价格普遍下跌,现阶段国内经济需求仍存在较大提升空间。6月进入夏季,和往年相比,厄尔尼诺现象或出现频繁,电力需求或进一步加大。 中游制造端来看,中游制造需求仍处于弱复苏过程中。下游板块复苏较好,一方面服务相关板块复苏较强,受去年低基数影响,社交距离越强相关的行业复苏越强,从消费相关数据来看,航空、道路、住宿、餐饮强复苏。另一方面,在政策和海内外科技创新刺激下,TMT板块升级趋势明确。AI风起,产业趋势初期,市场相比盈利兑现,更注重空间。从现阶段半导体复苏数据来看,半导体有望开启底部反转周期。 展望7月,积极关注政策端相关重要会议以及政策指引,另一方面,持续关注基建、地产数据反转情况。伴随相关上半年数据披露,投资主线将进一步明确。当下持续看好几条主线:1)基建/地产预期以及销售相关数据反转的相关产业链如建筑建材、家居家电板块;2)进入暑假后,出行数据明确的文旅景区板块;3)周期底部开始反转,需求逐渐复苏的半导体科技板块以及具备高成长政策支持的AI科技赛道。 风险提示:高频数据发布时间具有滞后性、大宗商品超预期上涨。 上游行业:煤炭、油气价格回落 1.1 煤炭方面景气度弱化 煤炭景气度弱化。当前动力煤期货价格在800元/每吨,海外煤价则持续在高位缓慢下行,5月纽卡斯尔NEWC动力煤现货价在178美元/吨,欧洲ARA港动力煤现货价在139.6美元/吨。从供给端来看,国内供给端安全事故导致地方安全检查趋严,海外进口煤利润倒挂,进口量收窄。库存方面当下依然处于主动去库存阶段,需求开始得到恢复,当下迎来夏季用电旺季,火力发电支撑用电需求,电煤需求边际略有提升。稳增长政策下,房地产与汽车相关激励政策将支撑非电煤需求,政策驱动市场预期修复,终端采购逐步主动补库。当下需求依然不稳,煤价依然缺少上行驱动因素,煤炭价格依旧处于震荡区间。","images":[{"img":"https://static.tigerbbs.com/597f2a82519145bae517d186ebd9c2b8","width":"674","height":"486"},{"img":"https://static.tigerbbs.com/0e7b6eec957d2b8c27900e9fc7b9f407","width":"583","height":"441"},{"img":"https://static.tigerbbs.com/bc6cd3c2b1f3d0dae8a0e0728ef2c501","width":"657","height":"497"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193809181561096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":30,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187566404391040,"gmtCreate":1686818571399,"gmtModify":1686818576009,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"外部环境还是蛮不错的,只是新能源吸金效应,导致人工智能相关板块出现回调,应该属于正常调整,只是朗玛逢时差了点,也就借坡下驴了,快的话明天应该有一定的修复,不过就朗玛走势来讲,与其他Al相关题材股相比十分羸弱,表明资金的力度十分有限,或重心不在朗玛身上,错过了市场的火热期,即便其有实质上落地,要适当降低预期,明天若能走出来收养阳,再次冲击前高还是可以期待的 <a target=\"_blank\" href=\"https://laohu8.com/S/300288\">$朗玛信息(300288)$ </a>","listText":"外部环境还是蛮不错的,只是新能源吸金效应,导致人工智能相关板块出现回调,应该属于正常调整,只是朗玛逢时差了点,也就借坡下驴了,快的话明天应该有一定的修复,不过就朗玛走势来讲,与其他Al相关题材股相比十分羸弱,表明资金的力度十分有限,或重心不在朗玛身上,错过了市场的火热期,即便其有实质上落地,要适当降低预期,明天若能走出来收养阳,再次冲击前高还是可以期待的 <a target=\"_blank\" href=\"https://laohu8.com/S/300288\">$朗玛信息(300288)$ </a>","text":"外部环境还是蛮不错的,只是新能源吸金效应,导致人工智能相关板块出现回调,应该属于正常调整,只是朗玛逢时差了点,也就借坡下驴了,快的话明天应该有一定的修复,不过就朗玛走势来讲,与其他Al相关题材股相比十分羸弱,表明资金的力度十分有限,或重心不在朗玛身上,错过了市场的火热期,即便其有实质上落地,要适当降低预期,明天若能走出来收养阳,再次冲击前高还是可以期待的 $朗玛信息(300288)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187566404391040","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655196694,"gmtCreate":1686793298019,"gmtModify":1686793299086,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"下一站9块<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"下一站9块<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"下一站9块$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655196694","repostId":"187147307585640","repostType":1,"repost":{"id":187147307585640,"gmtCreate":1686714162965,"gmtModify":1686717377141,"author":{"id":"7437623982229841","authorId":"7437623982229841","name":"港股窝轮Jenny","avatar":"https://static.laohu8.com/0fad9f5f3130e11cc25ccdd193d54aa1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7437623982229841","authorIdStr":"7437623982229841"},"themes":[],"title":"看看联想(0992)的窝轮市场:趋势和模式 ","htmlText":"个股表现 联想6月14日报7.95,下跌 0.15元或1.85%。股价从全日低位7.92至全日高位8.09,股价波动率 2.15%。最近10个交易日当中,联想股价录得7日上升,在此期间上升了8.02%。 衍生品表现 联想认购证街货减少3.8%,2023年8月到期,价外20% 的认购证街货增加最为明显;其次为2023年6月到期,价外10% 的认购证为第二大街货增加产品。联想认购证整体成交额减少34.4%。 联想认沽证街货增加18.6%,2023年12月到期,价内40% 的认沽证街货增加最为明显;其次为2023年11月到期,价内10% 的认沽证为第二大街货增加产品。联想认沽证整体成交额减少83.3%。 技术信号与分析 联想RSI数值61,指标信号有4个看好指标,3个看淡指标。即市阻力位8.26,若升穿阻力位上望8.49。即市支持位7.59,跌穿则有可能下试7.30。Y模型分析最新点评联想(992)结构可以修复一下。 衍生品市场方面,行使价位于7.30-7.59,到期日3-6个月的联想认沽证一共有4只,实际杠杆4.2-4.2倍;较高杠杆的有15557及15832。 #联想 #港股 #技术分析 #支持位 #阻力位 #个股值博率 #衍生品 #窝轮 #认购证 #认沽证 #牛熊证 ","listText":"个股表现 联想6月14日报7.95,下跌 0.15元或1.85%。股价从全日低位7.92至全日高位8.09,股价波动率 2.15%。最近10个交易日当中,联想股价录得7日上升,在此期间上升了8.02%。 衍生品表现 联想认购证街货减少3.8%,2023年8月到期,价外20% 的认购证街货增加最为明显;其次为2023年6月到期,价外10% 的认购证为第二大街货增加产品。联想认购证整体成交额减少34.4%。 联想认沽证街货增加18.6%,2023年12月到期,价内40% 的认沽证街货增加最为明显;其次为2023年11月到期,价内10% 的认沽证为第二大街货增加产品。联想认沽证整体成交额减少83.3%。 技术信号与分析 联想RSI数值61,指标信号有4个看好指标,3个看淡指标。即市阻力位8.26,若升穿阻力位上望8.49。即市支持位7.59,跌穿则有可能下试7.30。Y模型分析最新点评联想(992)结构可以修复一下。 衍生品市场方面,行使价位于7.30-7.59,到期日3-6个月的联想认沽证一共有4只,实际杠杆4.2-4.2倍;较高杠杆的有15557及15832。 #联想 #港股 #技术分析 #支持位 #阻力位 #个股值博率 #衍生品 #窝轮 #认购证 #认沽证 #牛熊证 ","text":"个股表现 联想6月14日报7.95,下跌 0.15元或1.85%。股价从全日低位7.92至全日高位8.09,股价波动率 2.15%。最近10个交易日当中,联想股价录得7日上升,在此期间上升了8.02%。 衍生品表现 联想认购证街货减少3.8%,2023年8月到期,价外20% 的认购证街货增加最为明显;其次为2023年6月到期,价外10% 的认购证为第二大街货增加产品。联想认购证整体成交额减少34.4%。 联想认沽证街货增加18.6%,2023年12月到期,价内40% 的认沽证街货增加最为明显;其次为2023年11月到期,价内10% 的认沽证为第二大街货增加产品。联想认沽证整体成交额减少83.3%。 技术信号与分析 联想RSI数值61,指标信号有4个看好指标,3个看淡指标。即市阻力位8.26,若升穿阻力位上望8.49。即市支持位7.59,跌穿则有可能下试7.30。Y模型分析最新点评联想(992)结构可以修复一下。 衍生品市场方面,行使价位于7.30-7.59,到期日3-6个月的联想认沽证一共有4只,实际杠杆4.2-4.2倍;较高杠杆的有15557及15832。 #联想 #港股 #技术分析 #支持位 #阻力位 #个股值博率 #衍生品 #窝轮 #认购证 #认沽证 #牛熊证","images":[{"img":"https://static.tigerbbs.com/030eaa2085a4beec1a188239ea815ad9","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/fe426a5d279ad4bf12683dd98228f0dd","width":"1328","height":"754"},{"img":"https://static.tigerbbs.com/9b0d400353c0d3a455a0cb2c0a3a3944","width":"936","height":"542"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187147307585640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186731793608832,"gmtCreate":1686628143332,"gmtModify":1686628145115,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"联想集团非PC业务占比逐渐提高,估值逻辑应该也会发生转换,加上这个估值应该具备吸引力,风险回报还是蛮大的。<a 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</a>","text":"联想集团非PC业务占比逐渐提高,估值逻辑应该也会发生转换,加上这个估值应该具备吸引力,风险回报还是蛮大的。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186731793608832","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181553405853824,"gmtCreate":1685351889846,"gmtModify":1685351891879,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"光伏景气度依然较高,本身依然处于高速发展阶段,今年光伏装机规模或超出预期,预计2023年我国光伏累计装机将首次超过水电,预计2027年光伏将超越煤炭成为我国第一能源,虽然内卷严重,但是是增量市场的博弈! <a target=\"_blank\" href=\"https://laohu8.com/S/159618\">$光伏华安(159618)$ </a>","listText":"光伏景气度依然较高,本身依然处于高速发展阶段,今年光伏装机规模或超出预期,预计2023年我国光伏累计装机将首次超过水电,预计2027年光伏将超越煤炭成为我国第一能源,虽然内卷严重,但是是增量市场的博弈! <a target=\"_blank\" href=\"https://laohu8.com/S/159618\">$光伏华安(159618)$ </a>","text":"光伏景气度依然较高,本身依然处于高速发展阶段,今年光伏装机规模或超出预期,预计2023年我国光伏累计装机将首次超过水电,预计2027年光伏将超越煤炭成为我国第一能源,虽然内卷严重,但是是增量市场的博弈! 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</a>","listText":"在当前的经济环境下,保险科技行业的增长势头尤为引人注目。这一赛道的公司正利用先进的技术手段,如AI、大数据、人工智能,来提升保险产品的吸引力和运营效率。随着消费者对于保险服务的需求日益增长,保险科技股票的投资价值逐渐显现。对于那些具有前瞻性的投资者而言,现在是考虑进入这一领域,分享行业发展红利的最佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"在当前的经济环境下,保险科技行业的增长势头尤为引人注目。这一赛道的公司正利用先进的技术手段,如AI、大数据、人工智能,来提升保险产品的吸引力和运营效率。随着消费者对于保险服务的需求日益增长,保险科技股票的投资价值逐渐显现。对于那些具有前瞻性的投资者而言,现在是考虑进入这一领域,分享行业发展红利的最佳时机。$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289527615824000","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818861524,"gmtCreate":1630396382268,"gmtModify":1704959652605,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01488\">$百福控股(01488)$</a> 昨晚百福控股发布了他们的半年报。看了一下财报,今年上半年,他们的系统性收入达到了11.06亿元,同比增长超过九成。以目前的增长速度来看,百福未来可以关注。对餐饮赛道感兴趣的可以看看。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01488\">$百福控股(01488)$</a> 昨晚百福控股发布了他们的半年报。看了一下财报,今年上半年,他们的系统性收入达到了11.06亿元,同比增长超过九成。以目前的增长速度来看,百福未来可以关注。对餐饮赛道感兴趣的可以看看。","text":"$百福控股(01488)$ 昨晚百福控股发布了他们的半年报。看了一下财报,今年上半年,他们的系统性收入达到了11.06亿元,同比增长超过九成。以目前的增长速度来看,百福未来可以关注。对餐饮赛道感兴趣的可以看看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/818861524","isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804280266,"gmtCreate":1627958008255,"gmtModify":1627958008255,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 这不是在涨了吗?抄底可以做波段啊!!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 这不是在涨了吗?抄底可以做波段啊!!","text":"$趣头条(QTT)$ 这不是在涨了吗?抄底可以做波段啊!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/804280266","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896675651,"gmtCreate":1628582294873,"gmtModify":1628582294873,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002570\">$贝因美(002570)$</a>接下来冲吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002570\">$贝因美(002570)$</a>接下来冲吧","text":"$贝因美(002570)$接下来冲吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896675651","repostId":"896617143","repostType":1,"repost":{"id":896617143,"gmtCreate":1628577424482,"gmtModify":1628577424482,"author":{"id":"3579241568671747","authorId":"3579241568671747","name":"8度财经","avatar":"https://static.tigerbbs.com/9afd9ad7f2c8c6455e0bba5e05c28c87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241568671747","authorIdStr":"3579241568671747"},"themes":[],"title":"三个维度看待贝因美的护城河","htmlText":"作为资深投资人,我们去看一家公司的护城河,主要分三个维度去看。第一,市场的准入门槛。第二,产品的核心竞争力。第三,产品的规模和品牌效应。对于贝因美而言,其护城河也主要由三个方面构成。首先在行业准入,专利是阻挡大部分人或企业进入的第一道门槛。不同于其他行业,婴童行业是一个对专利要求极高的行业。来自贝因美的公开信息显示,目前公司拥有20个系列、60个婴幼儿配方牛奶粉和4个特殊医学配方奶粉。这么多的配方,一般企业是很难在三五年之内赶超贝因美的。其次是核心竞争力。所谓核心竞争力,是指当一家企业生产某项专利之后,其他企业需要多长时间开发出同样效果的产品。以贝因美为例,其产品贝因美爱加作为一款10亿+营收的爆款产品,在高端产品市场有着良好的口碑。而开发一款同样的产品,至少需要两年以上的时间。而从贝因美产品矩阵来看,爱加并不是唯一一款有着高护城河的产品。因此,贝因美在核心竞争力上仍拥有一定优势。第三个方面,产品的规模和品牌效应。规模主要看营销网络和营收规模。目前为止,贝因美均有一定优势。其次是看品牌效应,主要从美誉度和时间积累分析。美誉度方面,贝因美目前已经家喻户晓,且有央视这样的国家官媒做背书。时间积累方面,贝因美自成立至今已经已有近30年历史,这是大多数企业都无法超越的。<a target=\"_blank\" href=\"https://laohu8.com/S/002570\">$贝因美(002570)$</a> ","listText":"作为资深投资人,我们去看一家公司的护城河,主要分三个维度去看。第一,市场的准入门槛。第二,产品的核心竞争力。第三,产品的规模和品牌效应。对于贝因美而言,其护城河也主要由三个方面构成。首先在行业准入,专利是阻挡大部分人或企业进入的第一道门槛。不同于其他行业,婴童行业是一个对专利要求极高的行业。来自贝因美的公开信息显示,目前公司拥有20个系列、60个婴幼儿配方牛奶粉和4个特殊医学配方奶粉。这么多的配方,一般企业是很难在三五年之内赶超贝因美的。其次是核心竞争力。所谓核心竞争力,是指当一家企业生产某项专利之后,其他企业需要多长时间开发出同样效果的产品。以贝因美为例,其产品贝因美爱加作为一款10亿+营收的爆款产品,在高端产品市场有着良好的口碑。而开发一款同样的产品,至少需要两年以上的时间。而从贝因美产品矩阵来看,爱加并不是唯一一款有着高护城河的产品。因此,贝因美在核心竞争力上仍拥有一定优势。第三个方面,产品的规模和品牌效应。规模主要看营销网络和营收规模。目前为止,贝因美均有一定优势。其次是看品牌效应,主要从美誉度和时间积累分析。美誉度方面,贝因美目前已经家喻户晓,且有央视这样的国家官媒做背书。时间积累方面,贝因美自成立至今已经已有近30年历史,这是大多数企业都无法超越的。<a target=\"_blank\" href=\"https://laohu8.com/S/002570\">$贝因美(002570)$</a> ","text":"作为资深投资人,我们去看一家公司的护城河,主要分三个维度去看。第一,市场的准入门槛。第二,产品的核心竞争力。第三,产品的规模和品牌效应。对于贝因美而言,其护城河也主要由三个方面构成。首先在行业准入,专利是阻挡大部分人或企业进入的第一道门槛。不同于其他行业,婴童行业是一个对专利要求极高的行业。来自贝因美的公开信息显示,目前公司拥有20个系列、60个婴幼儿配方牛奶粉和4个特殊医学配方奶粉。这么多的配方,一般企业是很难在三五年之内赶超贝因美的。其次是核心竞争力。所谓核心竞争力,是指当一家企业生产某项专利之后,其他企业需要多长时间开发出同样效果的产品。以贝因美为例,其产品贝因美爱加作为一款10亿+营收的爆款产品,在高端产品市场有着良好的口碑。而开发一款同样的产品,至少需要两年以上的时间。而从贝因美产品矩阵来看,爱加并不是唯一一款有着高护城河的产品。因此,贝因美在核心竞争力上仍拥有一定优势。第三个方面,产品的规模和品牌效应。规模主要看营销网络和营收规模。目前为止,贝因美均有一定优势。其次是看品牌效应,主要从美誉度和时间积累分析。美誉度方面,贝因美目前已经家喻户晓,且有央视这样的国家官媒做背书。时间积累方面,贝因美自成立至今已经已有近30年历史,这是大多数企业都无法超越的。$贝因美(002570)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896617143","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308156899582160,"gmtCreate":1716255458992,"gmtModify":1716255460402,"author":{"id":"3545133633947005","authorId":"3545133633947005","name":"黄金大道kx","avatar":"https://static.tigerbbs.com/821ed2f873c738b7bff599c059ff49bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545133633947005","authorIdStr":"3545133633947005"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>中国的“双碳”目标为新能源汽车产业提供了明确的发展方向和政策支持。也为中国新能源汽车产业的转型升级提供了动力。新能源概念股必然大涨。","text":"$车车科技(CCG)$ 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