Mr韭的个人主页 - 老虎社区

Mr韭

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IP属地：陕西

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0勋章

2021-02-26

$蓝月亮集团(06993)$我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食

2021-02-10

$RLX科技(RLX)$建议大家不要投资电子烟股，在国内电子烟存在太多的不确定性，这个行业都是擦边球，而且各国专家都说电子烟的危害比纸烟更大，不管这是不是真的，但已经存在了不确定性

2021-05-25

美国的次贷危机怎么引起的我们一定要牢记教训

抱歉，原内容已删除

2021-03-22

$RLX科技(RLX)$我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？

2021-02-03

$金山云(KC)$感觉这个票非常有潜力啊，产品的用户黏度很高，竞争对手少，背景雄厚

2021-05-26

跟去年7月份一样，雄起了半个月就违了

A股惊天阳线意味着什么：危险时刻已过，“双牛”来了

2021-04-27

无知

抱歉，原内容已删除

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href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食","text":"$蓝月亮集团(06993)$我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":419,"commentSize":59,"repostSize":26,"link":"https://laohu8.com/post/368648243","isVote":1,"tweetType":1,"viewCount":21910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447147362205613","authorId":"3447147362205613","name":"happyricher6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3447147362205613","idStr":"3447147362205613"},"content":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。","text":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。","html":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381266291,"gmtCreate":1612968428313,"gmtModify":1703767674039,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557725775925557","idStr":"3557725775925557"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","text":"$RLX科技(RLX)$我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","images":[{"img":"https://static.tigerbbs.com/1a26f5cd285ff028f4d6d69b93d4d70f","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359264180","isVote":1,"tweetType":1,"viewCount":3079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":314913532,"gmtCreate":1612284349826,"gmtModify":1703760021391,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557725775925557","idStr":"3557725775925557"},"themes":[],"htmlText":"<a 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09:46","market":"hk","language":"zh","title":"A股惊天阳线意味着什么：危险时刻已过，“双牛”来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2138194497","media":"华尔街见闻","summary":"挑战四千点，这只是开始。","content":"<p>5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。</p><p>一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。</p><p>国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示，随着宏观与外围环境由不确定走向确定，风险评价将会下降，由此驱动行情从震荡走向拉升：</p><blockquote>5月25日市场大涨，成交量放大，我们的逻辑正在不断地被兑现之中，中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此，我们认为：横盘不长久，挑战四千点，券商股打头阵，中盘蓝筹领跑，大盘蓝筹跟随，小妖票没大戏。</blockquote><p>上述分析师指出，拉升的核心驱动力来自分母端：</p><blockquote>第一，风险评价下降。经济政策不确定性与宏观风险预期正在快速下行，包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去，年内政策端易松难紧。</blockquote><blockquote>第二，无风险收益率上行难、下行易。海外方面，美债隐含的通胀预期已处历史高点；国内方面，十年期国债利率继续回落至3.08%，伴随人民币汇率走强，流动性优势有望延续。</blockquote><blockquote>第三，当前风险偏好基本保持稳定。风险偏好仍处中低位置，叠加估值盈利从背离走向收敛，以及微观交易结构从崩塌走向优化，蓝筹上行通道再度打开。</blockquote><p>国君策略建议选择业绩从不确定走向确定边际变化最大的股票，预计市场将出现蓝筹股普涨格局，差异在于中盘蓝筹领跑，大盘蓝筹跟随。</p><p>国君固收团队覃汉、石玲玲在另一份报告中表示，中美十年期国债利率“下行预期”加强，纳指和A股强势反弹，说明“无风险利率预期”下行的观点已经得到广泛认可，从而推动了权益市场持续修复。</p><p>国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情：</p><blockquote>投资者心中的无风险利率（理财、货基收益率）持续下降，货币基金收益率破 1.5%，买股票的机会成本大幅下降，部分抱团资金切换至低估值板块成为行情发动者，增量资金持续进场强化了低估值板块的“一波流”上涨行情，形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。</blockquote><p>国君固收团队重申了股债双牛的看法，认为债市方面，随着通胀预期见顶，多部门出台政策做好大宗商品“保供稳价”，通胀“最危险”的时候已经过去，而资金面长期平稳的预期较为明确，国内债市处于“小牛市”的判断越来越受认可。</p><p>该团队表示，参考一轮“小牛市”10年国债利率平均下行50个基点的规律，预计10 年国债利率第一目标位3.0%不会是本轮行情的终点，下一阶段看向10年国债利率2.8%。</p>","source":"wallstreetcn_api","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>A股惊天阳线意味着什么：危险时刻已过，“双牛”来了</title>\n<style 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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\">\nA股惊天阳线意味着什么：危险时刻已过，“双牛”来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631262><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。国君策略团队陈显顺、方奕、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631262\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"09141":"华夏亚投债-U"},"source_url":"https://wallstreetcn.com/articles/3631262","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138194497","content_text":"5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示，随着宏观与外围环境由不确定走向确定，风险评价将会下降，由此驱动行情从震荡走向拉升：5月25日市场大涨，成交量放大，我们的逻辑正在不断地被兑现之中，中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此，我们认为：横盘不长久，挑战四千点，券商股打头阵，中盘蓝筹领跑，大盘蓝筹跟随，小妖票没大戏。上述分析师指出，拉升的核心驱动力来自分母端：第一，风险评价下降。经济政策不确定性与宏观风险预期正在快速下行，包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去，年内政策端易松难紧。第二，无风险收益率上行难、下行易。海外方面，美债隐含的通胀预期已处历史高点；国内方面，十年期国债利率继续回落至3.08%，伴随人民币汇率走强，流动性优势有望延续。第三，当前风险偏好基本保持稳定。风险偏好仍处中低位置，叠加估值盈利从背离走向收敛，以及微观交易结构从崩塌走向优化，蓝筹上行通道再度打开。国君策略建议选择业绩从不确定走向确定边际变化最大的股票，预计市场将出现蓝筹股普涨格局，差异在于中盘蓝筹领跑，大盘蓝筹跟随。国君固收团队覃汉、石玲玲在另一份报告中表示，中美十年期国债利率“下行预期”加强，纳指和A股强势反弹，说明“无风险利率预期”下行的观点已经得到广泛认可，从而推动了权益市场持续修复。国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情：投资者心中的无风险利率（理财、货基收益率）持续下降，货币基金收益率破 1.5%，买股票的机会成本大幅下降，部分抱团资金切换至低估值板块成为行情发动者，增量资金持续进场强化了低估值板块的“一波流”上涨行情，形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。国君固收团队重申了股债双牛的看法，认为债市方面，随着通胀预期见顶，多部门出台政策做好大宗商品“保供稳价”，通胀“最危险”的时候已经过去，而资金面长期平稳的预期较为明确，国内债市处于“小牛市”的判断越来越受认可。该团队表示，参考一轮“小牛市”10年国债利率平均下行50个基点的规律，预计10 年国债利率第一目标位3.0%不会是本轮行情的终点，下一阶段看向10年国债利率2.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377515248,"gmtCreate":1619535251384,"gmtModify":1619535251384,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557725775925557","idStr":"3557725775925557"},"themes":[],"htmlText":"无知","listText":"无知","text":"无知","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377515248","repostId":"2130321918","repostType":4,"isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}