风云哥的个人主页 - 老虎社区

风云哥

风云哥

一个随风逐云的小哥

IP属地：未知

52关注

7粉丝

4主题

0勋章

2020-08-07

这一天值得被记住

抱歉，原内容已删除

2020-07-22

2020.07.22 复盘笔记 by 风云哥

2020-07-22 成本现价浮动收益 Jumia Technologies AG(JMIA) 7.01 10.19 +45.29% 许久没有看到好标的，两周前突然发现非洲电商兄弟居然图形这么好，两天巨量突破压力位后站稳7元以上，这分明是要至少翻倍的节奏啊……守一波看看

2020.07.22 复盘笔记 by 风云哥

2020-07-21

我见过的最接地气最常胜的职业投资人，没有之一

抱歉，原内容已删除

2020-07-06

这篇文章不错，转发给大家看看

@阿文顽股:【阿文顽股】ETF市场前20大涨跌幅排名

2020-07-01

$金融指数ETF-Direxion三倍做多罗素金融股(FAS)$兄弟们一定要明白，这时候跌的越惨后面的救助措施才能越狠啊！别死扛啦，抛一波吧

2020-06-26

抄作业就要抄的毫无保留[微笑]

@你终将富有:高瓴资本7块买的三生，现在10块跟不跟？

2020-06-22

#微盟集团# 战术减仓后一周终于如期回调了，要不是上次被调高目标价早就该调了。不过没想到砸这么深，别慌。短线跌狠了肯定弹一波，等底背离顺便看一下官司如何

2020-06-17

$微创医疗(00853)$跟随高瓴Hillhouse最早去年9.4建仓，他们不减持我也不减，偶尔做个波段。关注高端集采后可能回落，关键点位不破则继续加仓。一定一定不追涨杀跌！

2020-06-17

$京东集团-SW(09618)$6.18开盘清还是拿着？是个问题...

2020-06-13

入虎穴三月余，打新股就看保荐机构，十二中七，开拓和海纳连续小亏，网易赚回，就当娱乐吧。账户总收益二十有余，满意。周初开始各项指标提示该恐惧了，美股减仓至一成且增加港股医药仓位，目前看策略成功。疫情期间美联储无底线撑腰，所以一直在看空做多，但最大的遗憾是三月初没有拿住tvix，哪怕只是三天都能有三倍收益。还是太怕亏钱了，过犹不及。后市震荡更难做了，乱世还是关注医药和低位补涨机会，高位科技是机构抱团取暖的地方。

2020-06-13

$燃石医学(BNR)$就10股，不够吃啊

2020-06-12

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-06-12

AWS➕slack，微软云➕teams，腾讯云➕腾讯会议...都是强强联手

抱歉，原内容已删除

2020-06-01

有名的暴乱股！资深安防设备，盘前挂了一个单居然没成交，原来是我挂低了几毛钱。痛失几百块啊

2020-05-21

这篇文章不错，转发给大家看看

@决战创业板:对华为限制升级，下周开始这类A股将迎来风口！（附名单）

2020-05-20

高瓴及诸多机构增仓，突破9.9则看高

2020-05-20

抄作业喽

@私募工厂:高瓴资本500亿持仓曝光：重仓杀入10倍股最多的行业

2020-05-19

$微创医疗(00853)$高瓴不减仓我就一直持有，对标美敦力，5年至少5倍。初始成本9.4，纪念一下。

2020-05-19

$微盟集团(02013)$第一重仓三个月浮盈43%，纪念一下，准备逐级减仓了[微笑]

2020-05-18

收藏

@Timmy_Yang:要买就买细分领域的行业垄断龙头。债券平台垄断$MarketAxess Holdings(MKTX)$；军工科技零件垄断$海科航空(HEI)$；高分红私有化监狱垄断$Corrections Corp of America(CXW)$; 新一代人力资源系统管理垄断$Paycom Software, Inc.(PAYC)$; 税务软件垄断$财捷(INTU)$；还有比如$Adobe(ADBE)$、$Workday(WDAY)$、$ServiceNow(NOW)$等等，好股票太多了。我们常见的许多只是网红，真正有未来价值的通常都不在那里面。[龇牙]

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亿元（-23.8%），正常化归母净利润为 13.92 亿元（+19.4%）。业绩实现稳健增长。 特比澳：持续强势增长2019 年特比澳销售收入为 23.23 亿元（+39%），四年复合增速达 40%，市场份额不断提升。特比澳的渗透率还有很大提升空间，加之开拓儿科及肝病的适应症。虽然 2020 年一季度受到疫情的影响，我们预计特比澳全年可以保持两位数的增长。 益赛普：价格承压，渗透率有望大幅提升虽然益赛普面临价格方面的压力，但中国类风湿性关节炎、强制性脊柱炎和银屑病三大适应症的生物制剂渗透率仍在极低的水平。益赛普的预充式水针的报产已经获得受理，预计可于明年上市，大幅提升患者用药的依从性。预计益赛普在承受一次性的冲击之后重新恢复增长。研发投入不断加大2019年三生制药研发费用5.27亿元（+45%），研发费用率为9.9%（+2.0pp），加大研发投入为公司后续新品种的上市打下基础。公司的伊尼妥单抗（302H/抗 HER2 抗体）于 2018 年 9 月申报上市，在国产厂家中处于领先地位，预计将于今年二季度获批上市，为公司业绩提供新的增量。三生主要卖些什么药？请看图：特","text":"高瓴资本2020年3月18号入股三生制药，成本价7港币，可谓是做了一回精准的抄底客。那么，高瓴会因为股价低仅仅想抄个底买入吗？下面让我们一起来看看三生制药葫芦里到底买的什么药？来源公众号：我终将富有这是他们的官网，做的很三生。【三生制药集团 | 我们的三生】http://www.3sbio.com/看了下官网，整体感觉很不错，既然高瓴投了，我们就不再去查户口了。直接重点吧 先看看去年如何 业绩稳健增长三生制药 2019 年实现营收 53.18 亿元（+16.0%），EBITDA 为 15.86亿元（-16.2%），正常化 EBITDA 为 20.05 亿元（+12.5%）；归母净利润为 9.74 亿元（-23.8%），正常化归母净利润为 13.92 亿元（+19.4%）。业绩实现稳健增长。 特比澳：持续强势增长2019 年特比澳销售收入为 23.23 亿元（+39%），四年复合增速达 40%，市场份额不断提升。特比澳的渗透率还有很大提升空间，加之开拓儿科及肝病的适应症。虽然 2020 年一季度受到疫情的影响，我们预计特比澳全年可以保持两位数的增长。 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五年累积报酬率排名从结果来看倍数类的ETF果然是可以带你上天堂，也能带你下地狱的投资产品，就算有倍数损耗！经过五年的报酬率还是倍数的效果最好，这是不是也算打破倍数不能长期投资的迷思，重点不在有没有倍数，而是你的眼光是否足够正确，终于把ETF的数据整理完了，想知道更多相关情报记得关注我啰延伸阅读：《新朋友必看》阿文顽股重点摘要与老虎空间站$短期VIX期货ETN(VXX)$$二倍做多VIX波动率指数短期期权ETN(TVIX)$$纳斯达克(.IXIC)$$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/22323356350d1998cf0aeada53db0f4a","width":"688","height":"547"},{"img":"https://static.tigerbbs.com/d820f223fc2562ccdced35c6d30ba82f","width":"688","height":"549"},{"img":"https://static.tigerbbs.com/976ffc84d9f5dbda7f6d4fe21d909290","width":"600","height":"371"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940650435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957990983,"gmtCreate":1593141918742,"gmtModify":1704201293206,"author":{"id":"3545856334783262","authorId":"3545856334783262","name":"风云哥","avatar":"https://static.tigerbbs.com/f3bd347396a5e4e862277cbb89927bc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545856334783262","authorIdStr":"3545856334783262"},"themes":[],"htmlText":"抄作业就要抄的毫无保留[微笑]","listText":"抄作业就要抄的毫无保留[微笑]","text":"抄作业就要抄的毫无保留[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957990983","repostId":"957069289","repostType":1,"repost":{"id":957069289,"gmtCreate":1593099989541,"gmtModify":1704201221575,"author":{"id":"3432867189399923","authorId":"3432867189399923","name":"你终将富有","avatar":"https://static.tigerbbs.com/d697e3eba76ce6a9d220c4fc1022b3c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432867189399923","authorIdStr":"3432867189399923"},"themes":[],"title":"高瓴资本7块买的三生，现在10块跟不跟？","htmlText":"高瓴资本2020年3月18号入股三生制药，成本价7港币，可谓是做了一回精准的抄底客。那么，高瓴会因为股价低仅仅想抄个底买入吗？下面让我们一起来看看三生制药葫芦里到底买的什么药？来源公众号：我终将富有这是他们的官网，做的很三生。【三生制药集团 | 我们的三生】http://www.3sbio.com/看了下官网，整体感觉很不错，既然高瓴投了，我们就不再去查户口了。直接重点吧&nbsp;先看看去年如何 业绩稳健增长三生制药 2019 年实现营收 53.18 亿元（+16.0%），EBITDA 为 15.86亿元（-16.2%），正常化 EBITDA 为 20.05 亿元（+12.5%）；归母净利润为 9.74 亿元（-23.8%），正常化归母净利润为 13.92 亿元（+19.4%）。业绩实现稳健增长。 特比澳：持续强势增长2019 年特比澳销售收入为 23.23 亿元（+39%），四年复合增速达 40%，市场份额不断提升。特比澳的渗透率还有很大提升空间，加之开拓儿科及肝病的适应症。虽然 2020 年一季度受到疫情的影响，我们预计特比澳全年可以保持两位数的增长。 益赛普：价格承压，渗透率有望大幅提升虽然益赛普面临价格方面的压力，但中国类风湿性关节炎、强制性脊柱炎和银屑病三大适应症的生物制剂渗透率仍在极低的水平。益赛普的预充式水针的报产已经获得受理，预计可于明年上市，大幅提升患者用药的依从性。预计益赛普在承受一次性的冲击之后重新恢复增长。研发投入不断加大2019年三生制药研发费用5.27亿元（+45%），研发费用率为9.9%（+2.0pp），加大研发投入为公司后续新品种的上市打下基础。公司的伊尼妥单抗（302H/抗 HER2 抗体）于 2018 年 9 月申报上市，在国产厂家中处于领先地位，预计将于今年二季度获批上市，为公司业绩提供新的增量。三生主要卖些什么药？请看图：特","listText":"高瓴资本2020年3月18号入股三生制药，成本价7港币，可谓是做了一回精准的抄底客。那么，高瓴会因为股价低仅仅想抄个底买入吗？下面让我们一起来看看三生制药葫芦里到底买的什么药？来源公众号：我终将富有这是他们的官网，做的很三生。【三生制药集团 | 我们的三生】http://www.3sbio.com/看了下官网，整体感觉很不错，既然高瓴投了，我们就不再去查户口了。直接重点吧&nbsp;先看看去年如何 业绩稳健增长三生制药 2019 年实现营收 53.18 亿元（+16.0%），EBITDA 为 15.86亿元（-16.2%），正常化 EBITDA 为 20.05 亿元（+12.5%）；归母净利润为 9.74 亿元（-23.8%），正常化归母净利润为 13.92 亿元（+19.4%）。业绩实现稳健增长。 特比澳：持续强势增长2019 年特比澳销售收入为 23.23 亿元（+39%），四年复合增速达 40%，市场份额不断提升。特比澳的渗透率还有很大提升空间，加之开拓儿科及肝病的适应症。虽然 2020 年一季度受到疫情的影响，我们预计特比澳全年可以保持两位数的增长。 益赛普：价格承压，渗透率有望大幅提升虽然益赛普面临价格方面的压力，但中国类风湿性关节炎、强制性脊柱炎和银屑病三大适应症的生物制剂渗透率仍在极低的水平。益赛普的预充式水针的报产已经获得受理，预计可于明年上市，大幅提升患者用药的依从性。预计益赛普在承受一次性的冲击之后重新恢复增长。研发投入不断加大2019年三生制药研发费用5.27亿元（+45%），研发费用率为9.9%（+2.0pp），加大研发投入为公司后续新品种的上市打下基础。公司的伊尼妥单抗（302H/抗 HER2 抗体）于 2018 年 9 月申报上市，在国产厂家中处于领先地位，预计将于今年二季度获批上市，为公司业绩提供新的增量。三生主要卖些什么药？请看图：特","text":"高瓴资本2020年3月18号入股三生制药，成本价7港币，可谓是做了一回精准的抄底客。那么，高瓴会因为股价低仅仅想抄个底买入吗？下面让我们一起来看看三生制药葫芦里到底买的什么药？来源公众号：我终将富有这是他们的官网，做的很三生。【三生制药集团 | 我们的三生】http://www.3sbio.com/看了下官网，整体感觉很不错，既然高瓴投了，我们就不再去查户口了。直接重点吧 先看看去年如何 业绩稳健增长三生制药 2019 年实现营收 53.18 亿元（+16.0%），EBITDA 为 15.86亿元（-16.2%），正常化 EBITDA 为 20.05 亿元（+12.5%）；归母净利润为 9.74 亿元（-23.8%），正常化归母净利润为 13.92 亿元（+19.4%）。业绩实现稳健增长。 特比澳：持续强势增长2019 年特比澳销售收入为 23.23 亿元（+39%），四年复合增速达 40%，市场份额不断提升。特比澳的渗透率还有很大提升空间，加之开拓儿科及肝病的适应症。虽然 2020 年一季度受到疫情的影响，我们预计特比澳全年可以保持两位数的增长。 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