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美安保
2021-12-20
$海银控股(HYW)$
炒股本身就是风险对赌,自己做好心理准备了,就什么都不怕了。
美安保
2023-11-01
版号、政策、年底市场的情绪,支撑面利好的因素越来越多,悲观情绪感觉也在逐渐缓释,期待已久的修复行情合适才能到来呢?
@中手游
$网易-S(09999)$
$小米集团-W(01810)$
阅文集团
美安保
2022-04-12
版号正常核发带来的是长期利好,但短期现金流却不是能迅速改善的,这次正常化也相当于一次洗牌,直接看出各自基本面是否扎实。就算有了版号,有了方向,研发产品,尤其是元宇宙这个级别的产品,也要现金流支撑。刚发的年报有多少营收能保持增长不多。
$中手游(00302)$
$网易(NTES)$
$腾讯控股(00700)$
美安保
2022-02-10
$小鹏汽车(XPEV)$
$洋葱集团(OG)$
手中子弹已备好,静等爆发!
美安保
2022-01-25
$洋葱集团(OG)$
洋葱集团复潮研究院以消费洞察、旧品复潮、精准营销进行全面赋能,让传统品牌从光芒逐渐消亡变成焕然新生的时尚新潮,以全新的面貌重融入时代发展潮流。
美安保
2022-01-24
$趣头条(QTT)$
内容质量搞起来,就不怕用户流量的问题,再说现在短剧领域发展迅速
美安保
2022-01-19
$海银控股(HYW)$
一分耕耘一分收获,看自己能不能守住寂寞
$广骏集团控股-新(08516)$
$莲和医疗(00928)$
美安保
2021-12-29
$万物新生(RERE)$
零售品消费市场仍然有很大的挖掘价值,看准投资机会很关键
美安保
2022-05-25
$万物新生(RERE)$
业绩还不错,看涨
美安保
2022-04-22
游戏行业都在出海,看了几家的财报,各自都有挺有特点的,不然也走不到现在。
$吉比特(603444)$
目前是休闲放置类游戏和独立游戏,
$心动公司(02400)$
游戏社区服务和自研游戏为主,
@完美世界
和米哈游一样走开放世界游戏
$中手游(00302)$
继续自己的IP游戏,但也在朝着开放世界的方向转,难道不走元宇宙就没有未来吗?
美安保
2022-04-22
当然是《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖,显而易见
$海银控股(HYW)$
@海银控股:2022年度国际重磅大奖揭幕,为何偏爱这家中国本土财富管理机构?
美安保
2022-03-22
$海银控股(HYW)$
纳斯达克是美股三大股指里面近几月跌幅最大的,当下纳斯达克的总体PE-TTM为30.17倍,处于历史29.69%的分位数水平,但道琼斯指数目前还处于历史估值的70%分位数,标普43%的分位数,在连续暴跌以后,纳斯达克的估值安全性已经降至三个指数的最低,因此,在加息明确以后,我们更加看好具备业绩可比优势的超级成长股。
美安保
2022-03-22
$瑞科生物-B(02179)$
这两天打新的瑞科生物热度很高,看了下管线,新冠疫苗+HPV疫苗+重组带疱疫苗,好像不错的样子
美安保
2022-02-10
春节前港股18A再迎一波暴跌,市场上抄底的声音已经很多,我也认为差不多到准备抄底的时候了。虽然悲观情绪可能还没有过去,下跌还会持续,但不少头部公司的估值已经很诱人了,长远看安全边际也够高。当然,也不能盲目抄底,因为不少公司真的会因为持续的下跌,导致再融资的大门关闭,最终现金流断裂卖身或者扑街。如果产品线还处于早期的企业,一定要谨慎、谨慎、再谨慎。现在应该重点关注已经有产品上市,并且手里现金足够多的头部企业,比如信达生物,手里握有100多亿现金,这能保证在很长时间内不会断粮;另一类应该重点关注的是,产品即将上市,并且确定性也比较高的企业,比如即将港股上市的瑞科生物,核心产品新冠疫苗和HPV疫苗,大概率都会是现金奶牛,增加后续发展的确定性。
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href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","text":"当然是《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖,显而易见$海银控股(HYW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611447217","repostId":"611998238","repostType":1,"repost":{"id":611998238,"gmtCreate":1650254756278,"gmtModify":1650284669056,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2022年度国际重磅大奖揭幕,为何偏爱这家中国本土财富管理机构?","htmlText":"我国持续快速增长的经济,推动国民财富的快速增长,而国民财富的快速增长构成了对财富管理的巨大需求,从而财富管理机构如春笋般涌出,财管奖项便成了各财富机构对外的重要“名片”。2022年海银控股(NASDAQ:HYW)凭借在财富管理领域取得的杰出成绩,三度蝉联《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖:凭借在财富管理领域取得的杰出成绩,荣获“2022年大中华区最佳财富管理机构”,总裁王滇女士亦荣获“2022年大中华区财富管理行业最佳CEO”。在《WealthBriefingAsia》“2022年大中华区”奖项榜单上,海银控股是惟一一家总部在中国内地的获奖机构。其他的获奖机构皆为国际私人银行与财富管理业的“豪门”,包括汇丰银行私人银行(HSBC Private Banking)、法国巴黎银行财富管理(BNP Wealth Management)、法国东方汇理银行私人银行(CA Indosuez)、瑞联私人银行(UBP)、瑞士隆奥银行(Lombard Odier)等国际知名金融机构。据悉,《WealthBriefingAsia》是由Clear View Financial Media出版的专业杂志,总部位于英国,20多年来为全球金融服务业提供财富管理和资产管理的专业资讯,是全球私人银行与财富管理机构中知名行业媒体,其奖项在业内具有深刻影响力。海银还曾于2021年就上市公司信息披露准确度、市场增长价值表现、创新变革能力、综合质量提升等方面的突出表现荣获“2021年度最具投资价值上市公司”奖;2020年凭借在财富管理领域的专业表现和优质服务,荣获《亚洲私人银行家》颁发的“家族办公室客户服务”和“客户教育服务”两项国际大奖;2019年斩获中国资产管理金贝奖“2019卓越财富管理公司”奖……回顾海银这一路走来,本着为客户创造价值,保持优质的企业治理,不","listText":"我国持续快速增长的经济,推动国民财富的快速增长,而国民财富的快速增长构成了对财富管理的巨大需求,从而财富管理机构如春笋般涌出,财管奖项便成了各财富机构对外的重要“名片”。2022年海银控股(NASDAQ:HYW)凭借在财富管理领域取得的杰出成绩,三度蝉联《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖:凭借在财富管理领域取得的杰出成绩,荣获“2022年大中华区最佳财富管理机构”,总裁王滇女士亦荣获“2022年大中华区财富管理行业最佳CEO”。在《WealthBriefingAsia》“2022年大中华区”奖项榜单上,海银控股是惟一一家总部在中国内地的获奖机构。其他的获奖机构皆为国际私人银行与财富管理业的“豪门”,包括汇丰银行私人银行(HSBC Private Banking)、法国巴黎银行财富管理(BNP Wealth Management)、法国东方汇理银行私人银行(CA Indosuez)、瑞联私人银行(UBP)、瑞士隆奥银行(Lombard Odier)等国际知名金融机构。据悉,《WealthBriefingAsia》是由Clear View Financial Media出版的专业杂志,总部位于英国,20多年来为全球金融服务业提供财富管理和资产管理的专业资讯,是全球私人银行与财富管理机构中知名行业媒体,其奖项在业内具有深刻影响力。海银还曾于2021年就上市公司信息披露准确度、市场增长价值表现、创新变革能力、综合质量提升等方面的突出表现荣获“2021年度最具投资价值上市公司”奖;2020年凭借在财富管理领域的专业表现和优质服务,荣获《亚洲私人银行家》颁发的“家族办公室客户服务”和“客户教育服务”两项国际大奖;2019年斩获中国资产管理金贝奖“2019卓越财富管理公司”奖……回顾海银这一路走来,本着为客户创造价值,保持优质的企业治理,不","text":"我国持续快速增长的经济,推动国民财富的快速增长,而国民财富的快速增长构成了对财富管理的巨大需求,从而财富管理机构如春笋般涌出,财管奖项便成了各财富机构对外的重要“名片”。2022年海银控股(NASDAQ:HYW)凭借在财富管理领域取得的杰出成绩,三度蝉联《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖:凭借在财富管理领域取得的杰出成绩,荣获“2022年大中华区最佳财富管理机构”,总裁王滇女士亦荣获“2022年大中华区财富管理行业最佳CEO”。在《WealthBriefingAsia》“2022年大中华区”奖项榜单上,海银控股是惟一一家总部在中国内地的获奖机构。其他的获奖机构皆为国际私人银行与财富管理业的“豪门”,包括汇丰银行私人银行(HSBC Private Banking)、法国巴黎银行财富管理(BNP Wealth Management)、法国东方汇理银行私人银行(CA Indosuez)、瑞联私人银行(UBP)、瑞士隆奥银行(Lombard Odier)等国际知名金融机构。据悉,《WealthBriefingAsia》是由Clear View Financial Media出版的专业杂志,总部位于英国,20多年来为全球金融服务业提供财富管理和资产管理的专业资讯,是全球私人银行与财富管理机构中知名行业媒体,其奖项在业内具有深刻影响力。海银还曾于2021年就上市公司信息披露准确度、市场增长价值表现、创新变革能力、综合质量提升等方面的突出表现荣获“2021年度最具投资价值上市公司”奖;2020年凭借在财富管理领域的专业表现和优质服务,荣获《亚洲私人银行家》颁发的“家族办公室客户服务”和“客户教育服务”两项国际大奖;2019年斩获中国资产管理金贝奖“2019卓越财富管理公司”奖……回顾海银这一路走来,本着为客户创造价值,保持优质的企业治理,不","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611998238","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613130093,"gmtCreate":1649749749616,"gmtModify":1649749749616,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"版号正常核发带来的是长期利好,但短期现金流却不是能迅速改善的,这次正常化也相当于一次洗牌,直接看出各自基本面是否扎实。就算有了版号,有了方向,研发产品,尤其是元宇宙这个级别的产品,也要现金流支撑。刚发的年报有多少营收能保持增长不多。<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","listText":"版号正常核发带来的是长期利好,但短期现金流却不是能迅速改善的,这次正常化也相当于一次洗牌,直接看出各自基本面是否扎实。就算有了版号,有了方向,研发产品,尤其是元宇宙这个级别的产品,也要现金流支撑。刚发的年报有多少营收能保持增长不多。<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","text":"版号正常核发带来的是长期利好,但短期现金流却不是能迅速改善的,这次正常化也相当于一次洗牌,直接看出各自基本面是否扎实。就算有了版号,有了方向,研发产品,尤其是元宇宙这个级别的产品,也要现金流支撑。刚发的年报有多少营收能保持增长不多。$中手游(00302)$$网易(NTES)$$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/613130093","isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637375349,"gmtCreate":1647932324027,"gmtModify":1647932324027,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>纳斯达克是美股三大股指里面近几月跌幅最大的,当下纳斯达克的总体PE-TTM为30.17倍,处于历史29.69%的分位数水平,但道琼斯指数目前还处于历史估值的70%分位数,标普43%的分位数,在连续暴跌以后,纳斯达克的估值安全性已经降至三个指数的最低,因此,在加息明确以后,我们更加看好具备业绩可比优势的超级成长股。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>纳斯达克是美股三大股指里面近几月跌幅最大的,当下纳斯达克的总体PE-TTM为30.17倍,处于历史29.69%的分位数水平,但道琼斯指数目前还处于历史估值的70%分位数,标普43%的分位数,在连续暴跌以后,纳斯达克的估值安全性已经降至三个指数的最低,因此,在加息明确以后,我们更加看好具备业绩可比优势的超级成长股。","text":"$海银控股(HYW)$纳斯达克是美股三大股指里面近几月跌幅最大的,当下纳斯达克的总体PE-TTM为30.17倍,处于历史29.69%的分位数水平,但道琼斯指数目前还处于历史估值的70%分位数,标普43%的分位数,在连续暴跌以后,纳斯达克的估值安全性已经降至三个指数的最低,因此,在加息明确以后,我们更加看好具备业绩可比优势的超级成长股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637375349","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637372748,"gmtCreate":1647932292177,"gmtModify":1647933401691,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>这两天打新的瑞科生物热度很高,看了下管线,新冠疫苗+HPV疫苗+重组带疱疫苗,好像不错的样子","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>这两天打新的瑞科生物热度很高,看了下管线,新冠疫苗+HPV疫苗+重组带疱疫苗,好像不错的样子","text":"$瑞科生物-B(02179)$这两天打新的瑞科生物热度很高,看了下管线,新冠疫苗+HPV疫苗+重组带疱疫苗,好像不错的样子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637372748","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631330398,"gmtCreate":1644473304978,"gmtModify":1644473304978,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>手中子弹已备好,静等爆发!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>手中子弹已备好,静等爆发!","text":"$小鹏汽车(XPEV)$$洋葱集团(OG)$手中子弹已备好,静等爆发!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631330398","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631330938,"gmtCreate":1644473240396,"gmtModify":1644475938088,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"春节前港股18A再迎一波暴跌,市场上抄底的声音已经很多,我也认为差不多到准备抄底的时候了。虽然悲观情绪可能还没有过去,下跌还会持续,但不少头部公司的估值已经很诱人了,长远看安全边际也够高。当然,也不能盲目抄底,因为不少公司真的会因为持续的下跌,导致再融资的大门关闭,最终现金流断裂卖身或者扑街。如果产品线还处于早期的企业,一定要谨慎、谨慎、再谨慎。现在应该重点关注已经有产品上市,并且手里现金足够多的头部企业,比如信达生物,手里握有100多亿现金,这能保证在很长时间内不会断粮;另一类应该重点关注的是,产品即将上市,并且确定性也比较高的企业,比如即将港股上市的瑞科生物,核心产品新冠疫苗和HPV疫苗,大概率都会是现金奶牛,增加后续发展的确定性。","listText":"春节前港股18A再迎一波暴跌,市场上抄底的声音已经很多,我也认为差不多到准备抄底的时候了。虽然悲观情绪可能还没有过去,下跌还会持续,但不少头部公司的估值已经很诱人了,长远看安全边际也够高。当然,也不能盲目抄底,因为不少公司真的会因为持续的下跌,导致再融资的大门关闭,最终现金流断裂卖身或者扑街。如果产品线还处于早期的企业,一定要谨慎、谨慎、再谨慎。现在应该重点关注已经有产品上市,并且手里现金足够多的头部企业,比如信达生物,手里握有100多亿现金,这能保证在很长时间内不会断粮;另一类应该重点关注的是,产品即将上市,并且确定性也比较高的企业,比如即将港股上市的瑞科生物,核心产品新冠疫苗和HPV疫苗,大概率都会是现金奶牛,增加后续发展的确定性。","text":"春节前港股18A再迎一波暴跌,市场上抄底的声音已经很多,我也认为差不多到准备抄底的时候了。虽然悲观情绪可能还没有过去,下跌还会持续,但不少头部公司的估值已经很诱人了,长远看安全边际也够高。当然,也不能盲目抄底,因为不少公司真的会因为持续的下跌,导致再融资的大门关闭,最终现金流断裂卖身或者扑街。如果产品线还处于早期的企业,一定要谨慎、谨慎、再谨慎。现在应该重点关注已经有产品上市,并且手里现金足够多的头部企业,比如信达生物,手里握有100多亿现金,这能保证在很长时间内不会断粮;另一类应该重点关注的是,产品即将上市,并且确定性也比较高的企业,比如即将港股上市的瑞科生物,核心产品新冠疫苗和HPV疫苗,大概率都会是现金奶牛,增加后续发展的确定性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631330938","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639028257,"gmtCreate":1643091697427,"gmtModify":1643091697427,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/U/3545623533775650\">@中手游 </a><a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>阅文集团","text":"版号、政策、年底市场的情绪,支撑面利好的因素越来越多,悲观情绪感觉也在逐渐缓释,期待已久的修复行情合适才能到来呢?@中手游 $网易-S(09999)$ $小米集团-W(01810)$ 阅文集团","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/236730768101688","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570159794140129","authorId":"3570159794140129","name":"杨磊醉人","avatar":"https://static.tigerbbs.com/105eee86146194d0aa18c20b9a849258","crmLevel":1,"crmLevelSwitch":0},"content":"别看游资,现在悲观不悲观主要看机构,什么时候开始入场,修复就来了。","text":"别看游资,现在悲观不悲观主要看机构,什么时候开始入场,修复就来了。","html":"别看游资,现在悲观不悲观主要看机构,什么时候开始入场,修复就来了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613130093,"gmtCreate":1649749749616,"gmtModify":1649749749616,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"版号正常核发带来的是长期利好,但短期现金流却不是能迅速改善的,这次正常化也相当于一次洗牌,直接看出各自基本面是否扎实。就算有了版号,有了方向,研发产品,尤其是元宇宙这个级别的产品,也要现金流支撑。刚发的年报有多少营收能保持增长不多。<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","listText":"版号正常核发带来的是长期利好,但短期现金流却不是能迅速改善的,这次正常化也相当于一次洗牌,直接看出各自基本面是否扎实。就算有了版号,有了方向,研发产品,尤其是元宇宙这个级别的产品,也要现金流支撑。刚发的年报有多少营收能保持增长不多。<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","text":"版号正常核发带来的是长期利好,但短期现金流却不是能迅速改善的,这次正常化也相当于一次洗牌,直接看出各自基本面是否扎实。就算有了版号,有了方向,研发产品,尤其是元宇宙这个级别的产品,也要现金流支撑。刚发的年报有多少营收能保持增长不多。$中手游(00302)$$网易(NTES)$$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/613130093","isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631330398,"gmtCreate":1644473304978,"gmtModify":1644473304978,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>手中子弹已备好,静等爆发!","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a>内容质量搞起来,就不怕用户流量的问题,再说现在短剧领域发展迅速","text":"$趣头条(QTT)$内容质量搞起来,就不怕用户流量的问题,再说现在短剧领域发展迅速","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630588257","isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697486944,"gmtCreate":1642560436282,"gmtModify":1642560436282,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>一分耕耘一分收获,看自己能不能守住寂寞<a target=\"_blank\" href=\"https://laohu8.com/S/08516\">$广骏集团控股-新(08516)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00928\">$莲和医疗(00928)$</a>","listText":"<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a> 零售品消费市场仍然有很大的挖掘价值,看准投资机会很关键","text":"$万物新生(RERE)$ 零售品消费市场仍然有很大的挖掘价值,看准投资机会很关键","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696491209","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614157320,"gmtCreate":1653459045361,"gmtModify":1653459045361,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>业绩还不错,看涨","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>业绩还不错,看涨","text":"$万物新生(RERE)$业绩还不错,看涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614157320","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611447501,"gmtCreate":1650607821817,"gmtModify":1650607821817,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"游戏行业都在出海,看了几家的财报,各自都有挺有特点的,不然也走不到现在。<a target=\"_blank\" href=\"https://laohu8.com/S/603444\">$吉比特(603444)$</a> 目前是休闲放置类游戏和独立游戏,<a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a> 游戏社区服务和自研游戏为主,<a target=\"_blank\" href=\"https://laohu8.com/U/121804008658495\">@完美世界</a>和米哈游一样走开放世界游戏 <a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 继续自己的IP游戏,但也在朝着开放世界的方向转,难道不走元宇宙就没有未来吗?","listText":"游戏行业都在出海,看了几家的财报,各自都有挺有特点的,不然也走不到现在。<a target=\"_blank\" href=\"https://laohu8.com/S/603444\">$吉比特(603444)$</a> 目前是休闲放置类游戏和独立游戏,<a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a> 游戏社区服务和自研游戏为主,<a target=\"_blank\" href=\"https://laohu8.com/U/121804008658495\">@完美世界</a>和米哈游一样走开放世界游戏 <a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 继续自己的IP游戏,但也在朝着开放世界的方向转,难道不走元宇宙就没有未来吗?","text":"游戏行业都在出海,看了几家的财报,各自都有挺有特点的,不然也走不到现在。$吉比特(603444)$ 目前是休闲放置类游戏和独立游戏,$心动公司(02400)$ 游戏社区服务和自研游戏为主,@完美世界和米哈游一样走开放世界游戏 $中手游(00302)$ 继续自己的IP游戏,但也在朝着开放世界的方向转,难道不走元宇宙就没有未来吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611447501","isVote":1,"tweetType":1,"viewCount":2277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611447217,"gmtCreate":1650607734739,"gmtModify":1650607734739,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"当然是《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖,显而易见<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","listText":"当然是《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖,显而易见<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","text":"当然是《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖,显而易见$海银控股(HYW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611447217","repostId":"611998238","repostType":1,"repost":{"id":611998238,"gmtCreate":1650254756278,"gmtModify":1650284669056,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2022年度国际重磅大奖揭幕,为何偏爱这家中国本土财富管理机构?","htmlText":"我国持续快速增长的经济,推动国民财富的快速增长,而国民财富的快速增长构成了对财富管理的巨大需求,从而财富管理机构如春笋般涌出,财管奖项便成了各财富机构对外的重要“名片”。2022年海银控股(NASDAQ:HYW)凭借在财富管理领域取得的杰出成绩,三度蝉联《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖:凭借在财富管理领域取得的杰出成绩,荣获“2022年大中华区最佳财富管理机构”,总裁王滇女士亦荣获“2022年大中华区财富管理行业最佳CEO”。在《WealthBriefingAsia》“2022年大中华区”奖项榜单上,海银控股是惟一一家总部在中国内地的获奖机构。其他的获奖机构皆为国际私人银行与财富管理业的“豪门”,包括汇丰银行私人银行(HSBC Private Banking)、法国巴黎银行财富管理(BNP Wealth Management)、法国东方汇理银行私人银行(CA Indosuez)、瑞联私人银行(UBP)、瑞士隆奥银行(Lombard Odier)等国际知名金融机构。据悉,《WealthBriefingAsia》是由Clear View Financial Media出版的专业杂志,总部位于英国,20多年来为全球金融服务业提供财富管理和资产管理的专业资讯,是全球私人银行与财富管理机构中知名行业媒体,其奖项在业内具有深刻影响力。海银还曾于2021年就上市公司信息披露准确度、市场增长价值表现、创新变革能力、综合质量提升等方面的突出表现荣获“2021年度最具投资价值上市公司”奖;2020年凭借在财富管理领域的专业表现和优质服务,荣获《亚洲私人银行家》颁发的“家族办公室客户服务”和“客户教育服务”两项国际大奖;2019年斩获中国资产管理金贝奖“2019卓越财富管理公司”奖……回顾海银这一路走来,本着为客户创造价值,保持优质的企业治理,不","listText":"我国持续快速增长的经济,推动国民财富的快速增长,而国民财富的快速增长构成了对财富管理的巨大需求,从而财富管理机构如春笋般涌出,财管奖项便成了各财富机构对外的重要“名片”。2022年海银控股(NASDAQ:HYW)凭借在财富管理领域取得的杰出成绩,三度蝉联《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖:凭借在财富管理领域取得的杰出成绩,荣获“2022年大中华区最佳财富管理机构”,总裁王滇女士亦荣获“2022年大中华区财富管理行业最佳CEO”。在《WealthBriefingAsia》“2022年大中华区”奖项榜单上,海银控股是惟一一家总部在中国内地的获奖机构。其他的获奖机构皆为国际私人银行与财富管理业的“豪门”,包括汇丰银行私人银行(HSBC Private Banking)、法国巴黎银行财富管理(BNP Wealth Management)、法国东方汇理银行私人银行(CA Indosuez)、瑞联私人银行(UBP)、瑞士隆奥银行(Lombard Odier)等国际知名金融机构。据悉,《WealthBriefingAsia》是由Clear View Financial Media出版的专业杂志,总部位于英国,20多年来为全球金融服务业提供财富管理和资产管理的专业资讯,是全球私人银行与财富管理机构中知名行业媒体,其奖项在业内具有深刻影响力。海银还曾于2021年就上市公司信息披露准确度、市场增长价值表现、创新变革能力、综合质量提升等方面的突出表现荣获“2021年度最具投资价值上市公司”奖;2020年凭借在财富管理领域的专业表现和优质服务,荣获《亚洲私人银行家》颁发的“家族办公室客户服务”和“客户教育服务”两项国际大奖;2019年斩获中国资产管理金贝奖“2019卓越财富管理公司”奖……回顾海银这一路走来,本着为客户创造价值,保持优质的企业治理,不","text":"我国持续快速增长的经济,推动国民财富的快速增长,而国民财富的快速增长构成了对财富管理的巨大需求,从而财富管理机构如春笋般涌出,财管奖项便成了各财富机构对外的重要“名片”。2022年海银控股(NASDAQ:HYW)凭借在财富管理领域取得的杰出成绩,三度蝉联《WealthBriefingAsia》杂志颁发的2022年度大中华区双料重磅大奖:凭借在财富管理领域取得的杰出成绩,荣获“2022年大中华区最佳财富管理机构”,总裁王滇女士亦荣获“2022年大中华区财富管理行业最佳CEO”。在《WealthBriefingAsia》“2022年大中华区”奖项榜单上,海银控股是惟一一家总部在中国内地的获奖机构。其他的获奖机构皆为国际私人银行与财富管理业的“豪门”,包括汇丰银行私人银行(HSBC Private Banking)、法国巴黎银行财富管理(BNP Wealth Management)、法国东方汇理银行私人银行(CA Indosuez)、瑞联私人银行(UBP)、瑞士隆奥银行(Lombard Odier)等国际知名金融机构。据悉,《WealthBriefingAsia》是由Clear View Financial Media出版的专业杂志,总部位于英国,20多年来为全球金融服务业提供财富管理和资产管理的专业资讯,是全球私人银行与财富管理机构中知名行业媒体,其奖项在业内具有深刻影响力。海银还曾于2021年就上市公司信息披露准确度、市场增长价值表现、创新变革能力、综合质量提升等方面的突出表现荣获“2021年度最具投资价值上市公司”奖;2020年凭借在财富管理领域的专业表现和优质服务,荣获《亚洲私人银行家》颁发的“家族办公室客户服务”和“客户教育服务”两项国际大奖;2019年斩获中国资产管理金贝奖“2019卓越财富管理公司”奖……回顾海银这一路走来,本着为客户创造价值,保持优质的企业治理,不","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611998238","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637375349,"gmtCreate":1647932324027,"gmtModify":1647932324027,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>纳斯达克是美股三大股指里面近几月跌幅最大的,当下纳斯达克的总体PE-TTM为30.17倍,处于历史29.69%的分位数水平,但道琼斯指数目前还处于历史估值的70%分位数,标普43%的分位数,在连续暴跌以后,纳斯达克的估值安全性已经降至三个指数的最低,因此,在加息明确以后,我们更加看好具备业绩可比优势的超级成长股。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>纳斯达克是美股三大股指里面近几月跌幅最大的,当下纳斯达克的总体PE-TTM为30.17倍,处于历史29.69%的分位数水平,但道琼斯指数目前还处于历史估值的70%分位数,标普43%的分位数,在连续暴跌以后,纳斯达克的估值安全性已经降至三个指数的最低,因此,在加息明确以后,我们更加看好具备业绩可比优势的超级成长股。","text":"$海银控股(HYW)$纳斯达克是美股三大股指里面近几月跌幅最大的,当下纳斯达克的总体PE-TTM为30.17倍,处于历史29.69%的分位数水平,但道琼斯指数目前还处于历史估值的70%分位数,标普43%的分位数,在连续暴跌以后,纳斯达克的估值安全性已经降至三个指数的最低,因此,在加息明确以后,我们更加看好具备业绩可比优势的超级成长股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637375349","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637372748,"gmtCreate":1647932292177,"gmtModify":1647933401691,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>这两天打新的瑞科生物热度很高,看了下管线,新冠疫苗+HPV疫苗+重组带疱疫苗,好像不错的样子","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>这两天打新的瑞科生物热度很高,看了下管线,新冠疫苗+HPV疫苗+重组带疱疫苗,好像不错的样子","text":"$瑞科生物-B(02179)$这两天打新的瑞科生物热度很高,看了下管线,新冠疫苗+HPV疫苗+重组带疱疫苗,好像不错的样子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637372748","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631330938,"gmtCreate":1644473240396,"gmtModify":1644475938088,"author":{"id":"3570159763728503","authorId":"3570159763728503","name":"美安保","avatar":"https://static.tigerbbs.com/7e60268461e5d27727713f73c42be49d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"春节前港股18A再迎一波暴跌,市场上抄底的声音已经很多,我也认为差不多到准备抄底的时候了。虽然悲观情绪可能还没有过去,下跌还会持续,但不少头部公司的估值已经很诱人了,长远看安全边际也够高。当然,也不能盲目抄底,因为不少公司真的会因为持续的下跌,导致再融资的大门关闭,最终现金流断裂卖身或者扑街。如果产品线还处于早期的企业,一定要谨慎、谨慎、再谨慎。现在应该重点关注已经有产品上市,并且手里现金足够多的头部企业,比如信达生物,手里握有100多亿现金,这能保证在很长时间内不会断粮;另一类应该重点关注的是,产品即将上市,并且确定性也比较高的企业,比如即将港股上市的瑞科生物,核心产品新冠疫苗和HPV疫苗,大概率都会是现金奶牛,增加后续发展的确定性。","listText":"春节前港股18A再迎一波暴跌,市场上抄底的声音已经很多,我也认为差不多到准备抄底的时候了。虽然悲观情绪可能还没有过去,下跌还会持续,但不少头部公司的估值已经很诱人了,长远看安全边际也够高。当然,也不能盲目抄底,因为不少公司真的会因为持续的下跌,导致再融资的大门关闭,最终现金流断裂卖身或者扑街。如果产品线还处于早期的企业,一定要谨慎、谨慎、再谨慎。现在应该重点关注已经有产品上市,并且手里现金足够多的头部企业,比如信达生物,手里握有100多亿现金,这能保证在很长时间内不会断粮;另一类应该重点关注的是,产品即将上市,并且确定性也比较高的企业,比如即将港股上市的瑞科生物,核心产品新冠疫苗和HPV疫苗,大概率都会是现金奶牛,增加后续发展的确定性。","text":"春节前港股18A再迎一波暴跌,市场上抄底的声音已经很多,我也认为差不多到准备抄底的时候了。虽然悲观情绪可能还没有过去,下跌还会持续,但不少头部公司的估值已经很诱人了,长远看安全边际也够高。当然,也不能盲目抄底,因为不少公司真的会因为持续的下跌,导致再融资的大门关闭,最终现金流断裂卖身或者扑街。如果产品线还处于早期的企业,一定要谨慎、谨慎、再谨慎。现在应该重点关注已经有产品上市,并且手里现金足够多的头部企业,比如信达生物,手里握有100多亿现金,这能保证在很长时间内不会断粮;另一类应该重点关注的是,产品即将上市,并且确定性也比较高的企业,比如即将港股上市的瑞科生物,核心产品新冠疫苗和HPV疫苗,大概率都会是现金奶牛,增加后续发展的确定性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631330938","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}