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zstwqq29
2023-09-16
顺应国策不会差的
@三合智能:海银控股2023财年财报:双轮驱动引领航向,多元业务加速成长
zstwqq29
2022-05-30
$海银控股(HYW)$
稳点好
zstwqq29
2022-04-27
$万物新生(RERE)$
$爱奇艺(IQ)$
$网易(NTES)$
中概股假期不休市,看看资金能不能拉一拉
zstwqq29
2022-04-13
$简普科技(JT)$
下半年的增长比上半年快多了,是因为业务发生了什么变化吗?还是说转型力度加大了
zstwqq29
2022-03-23
粗略一看,瑞科生物港股配售已经超额认购5倍+了,再鼎这些头部创新药企距离此前低点也反弹50%+,18A企业的反转时刻静悄悄?
$瑞科生物-B(02179)$
zstwqq29
2022-03-01
$海银控股(HYW)$
我国财富市场具有较大潜力,近年来,客户需求更趋多元化和复杂化,不同价值主张的多元细分客群,海银控股更深层次的模式变革和分化,提升客户体验感。
zstwqq29
2022-02-16
$百度(BIDU)$
$海银控股(HYW)$
国际金融股受惠海外加息进程,中概股迎来政策利好,完成抄底,波段走起!
zstwqq29
2022-01-26
$洋葱集团(OG)$
《指导意见》提出,推动跨境电子商务高质量发展。推进数字证书、电子签名的国际互认。加强电子商务消费者保护和个人信息保护。鼓励电子商务平台企业全球化经营,完善仓储、物流、支付等全球电子商务基础设施建设。深化跨境电子商务综合试验区建设,支持各综合试验区结合本地实际创新发展。鼓励引导多元主体投入建设海外仓。积极发展“丝路电商”,与更多RCEP成员国开展电子商务务实合作。
$中国武夷(000797)$
$亚马逊(AMZN)$
zstwqq29
2022-01-20
$海银控股(HYW)$
$东方财富(300059)$
随着2021年底资管新规过渡期正式结束,居民财富管理对标准化、净值化产品需求旺盛,这样的环境现在不入手,还要等到什么时候?
zstwqq29
2021-12-22
$趣头条(QTT)$
要想在存量时代持续增长,要拿得出干货,内容质量是一方面,抓住短视频、直播风口也是关键。
zstwqq29
2021-12-02
$荔枝(LIZI)$
在国外TIYA的势头很猛,荔枝出海业务方向对了。
@smart投资笔记:
$荔枝(LIZI)$
今年以来中概股波动比较大,很多股价也受到了很大的影响。但对投资人来说,这样也未必不是一件好事。因为很多公司的业绩仍然在快速增长,但估值却有比较大的折扣,比如荔枝、B站等等。 我这里重点说下荔枝,因为之前梳理过,荔枝的逻辑比较清晰: 1.荔枝的内容生态已经基本建立,内容生态的价值开始逐渐反哺到用户和商业层面。所以今年前三季度,荔枝的收入总和已经超过2020年全年收入。在社区公司的逻辑里,一旦这种良性循环形成,对公司商业化能力提升是全方面的。所以你也能看到,在收入增长的同时,公司的盈利能力也在快速提升。荔枝第三季度毛利率达30%,相比去年第三季度的25%同比提升了500个基点。 2.荔枝的原有业务是其基本盘,能够支撑其业绩稳步增长。在基本盘之外,荔枝还有几个潜在爆点值得看看。一是车载播客业务,车联网的崛起被认为是国内播客市场的拐点,在这个市场荔枝的布局是跑在最前面的;二是海外市场的开拓。未来,出海几乎是所有互联网公司寻找增量的方向, 在这方面荔枝也表现得不错,不仅有TIYA这样的成功案例,也逐渐提炼了一些出海方法论。这也能在荔枝后续海外市场开拓上提供帮助。 当然,这些只是我的一些个人看法,欢迎大家来补充讨论。
zstwqq29
2021-12-01
$洋葱集团(OG)$
基本盘非常稳固,并且增长仍然十分强劲,开始收复失地。
去老虎APP查看更多动态
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$道琼斯(.DJI)$","images":[{"img":"https://static.tigerbbs.com/2a3c571d4f2dbbf1a8be12ec6b81b21f","width":"1080","height":"1440"},{"img":"https://static.tigerbbs.com/509498bd1cd924922c54425d2f336ab3","width":"1080","height":"1439"},{"img":"https://static.tigerbbs.com/4bda4c27845e34b8932c6bbd853ab151","width":"1080","height":"1439"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220220363542664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614765921,"gmtCreate":1653890772668,"gmtModify":1704858206484,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a>中概股假期不休市,看看资金能不能拉一拉","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a>中概股假期不休市,看看资金能不能拉一拉","text":"$万物新生(RERE)$$爱奇艺(IQ)$$网易(NTES)$中概股假期不休市,看看资金能不能拉一拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618677220","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613849280,"gmtCreate":1649827236755,"gmtModify":1649827236755,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>下半年的增长比上半年快多了,是因为业务发生了什么变化吗?还是说转型力度加大了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>下半年的增长比上半年快多了,是因为业务发生了什么变化吗?还是说转型力度加大了","text":"$简普科技(JT)$下半年的增长比上半年快多了,是因为业务发生了什么变化吗?还是说转型力度加大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613849280","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637863013,"gmtCreate":1648010293460,"gmtModify":1648010293460,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"粗略一看,瑞科生物港股配售已经超额认购5倍+了,再鼎这些头部创新药企距离此前低点也反弹50%+,18A企业的反转时刻静悄悄?<a target=\"_blank\" href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>","listText":"粗略一看,瑞科生物港股配售已经超额认购5倍+了,再鼎这些头部创新药企距离此前低点也反弹50%+,18A企业的反转时刻静悄悄?<a target=\"_blank\" href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>","text":"粗略一看,瑞科生物港股配售已经超额认购5倍+了,再鼎这些头部创新药企距离此前低点也反弹50%+,18A企业的反转时刻静悄悄?$瑞科生物-B(02179)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637863013","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636769767,"gmtCreate":1646105463281,"gmtModify":1646105463281,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>我国财富市场具有较大潜力,近年来,客户需求更趋多元化和复杂化,不同价值主张的多元细分客群,海银控股更深层次的模式变革和分化,提升客户体验感。","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>","text":"$洋葱集团(OG)$《指导意见》提出,推动跨境电子商务高质量发展。推进数字证书、电子签名的国际互认。加强电子商务消费者保护和个人信息保护。鼓励电子商务平台企业全球化经营,完善仓储、物流、支付等全球电子商务基础设施建设。深化跨境电子商务综合试验区建设,支持各综合试验区结合本地实际创新发展。鼓励引导多元主体投入建设海外仓。积极发展“丝路电商”,与更多RCEP成员国开展电子商务务实合作。$中国武夷(000797)$$亚马逊(AMZN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639365297","isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630909872,"gmtCreate":1642651294849,"gmtModify":1642651294849,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300059\">$东方财富(300059)$</a>随着2021年底资管新规过渡期正式结束,居民财富管理对标准化、净值化产品需求旺盛,这样的环境现在不入手,还要等到什么时候?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300059\">$东方财富(300059)$</a>随着2021年底资管新规过渡期正式结束,居民财富管理对标准化、净值化产品需求旺盛,这样的环境现在不入手,还要等到什么时候?","text":"$海银控股(HYW)$$东方财富(300059)$随着2021年底资管新规过渡期正式结束,居民财富管理对标准化、净值化产品需求旺盛,这样的环境现在不入手,还要等到什么时候?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630909872","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691359524,"gmtCreate":1640140175766,"gmtModify":1640140175766,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 要想在存量时代持续增长,要拿得出干货,内容质量是一方面,抓住短视频、直播风口也是关键。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 要想在存量时代持续增长,要拿得出干货,内容质量是一方面,抓住短视频、直播风口也是关键。","text":"$趣头条(QTT)$ 要想在存量时代持续增长,要拿得出干货,内容质量是一方面,抓住短视频、直播风口也是关键。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691359524","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603268339,"gmtCreate":1638414575621,"gmtModify":1638414575621,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>在国外TIYA的势头很猛,荔枝出海业务方向对了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>在国外TIYA的势头很猛,荔枝出海业务方向对了。","text":"$荔枝(LIZI)$在国外TIYA的势头很猛,荔枝出海业务方向对了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603268339","repostId":"603260653","repostType":1,"repost":{"id":603260653,"gmtCreate":1638414063247,"gmtModify":1638414063247,"author":{"id":"3546928335632902","authorId":"3546928335632902","name":"smart投资笔记","avatar":"https://static.tigerbbs.com/6b092bb079b9bbc881b1b67b1503dab3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":" <a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>今年以来中概股波动比较大,很多股价也受到了很大的影响。但对投资人来说,这样也未必不是一件好事。因为很多公司的业绩仍然在快速增长,但估值却有比较大的折扣,比如荔枝、B站等等。 我这里重点说下荔枝,因为之前梳理过,荔枝的逻辑比较清晰: 1.荔枝的内容生态已经基本建立,内容生态的价值开始逐渐反哺到用户和商业层面。所以今年前三季度,荔枝的收入总和已经超过2020年全年收入。在社区公司的逻辑里,一旦这种良性循环形成,对公司商业化能力提升是全方面的。所以你也能看到,在收入增长的同时,公司的盈利能力也在快速提升。荔枝第三季度毛利率达30%,相比去年第三季度的25%同比提升了500个基点。 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要想在存量时代持续增长,要拿得出干货,内容质量是一方面,抓住短视频、直播风口也是关键。","text":"$趣头条(QTT)$ 要想在存量时代持续增长,要拿得出干货,内容质量是一方面,抓住短视频、直播风口也是关键。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691359524","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603268339,"gmtCreate":1638414575621,"gmtModify":1638414575621,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>在国外TIYA的势头很猛,荔枝出海业务方向对了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>在国外TIYA的势头很猛,荔枝出海业务方向对了。","text":"$荔枝(LIZI)$在国外TIYA的势头很猛,荔枝出海业务方向对了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603268339","repostId":"603260653","repostType":1,"repost":{"id":603260653,"gmtCreate":1638414063247,"gmtModify":1638414063247,"author":{"id":"3546928335632902","authorId":"3546928335632902","name":"smart投资笔记","avatar":"https://static.tigerbbs.com/6b092bb079b9bbc881b1b67b1503dab3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":" <a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>今年以来中概股波动比较大,很多股价也受到了很大的影响。但对投资人来说,这样也未必不是一件好事。因为很多公司的业绩仍然在快速增长,但估值却有比较大的折扣,比如荔枝、B站等等。 我这里重点说下荔枝,因为之前梳理过,荔枝的逻辑比较清晰: 1.荔枝的内容生态已经基本建立,内容生态的价值开始逐渐反哺到用户和商业层面。所以今年前三季度,荔枝的收入总和已经超过2020年全年收入。在社区公司的逻辑里,一旦这种良性循环形成,对公司商业化能力提升是全方面的。所以你也能看到,在收入增长的同时,公司的盈利能力也在快速提升。荔枝第三季度毛利率达30%,相比去年第三季度的25%同比提升了500个基点。 2.荔枝的原有业务是其基本盘,能够支撑其业绩稳步增长。在基本盘之外,荔枝还有几个潜在爆点值得看看。一是车载播客业务,车联网的崛起被认为是国内播客市场的拐点,在这个市场荔枝的布局是跑在最前面的;二是海外市场的开拓。未来,出海几乎是所有互联网公司寻找增量的方向, 在这方面荔枝也表现得不错,不仅有TIYA这样的成功案例,也逐渐提炼了一些出海方法论。这也能在荔枝后续海外市场开拓上提供帮助。 当然,这些只是我的一些个人看法,欢迎大家来补充讨论。","listText":" <a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>今年以来中概股波动比较大,很多股价也受到了很大的影响。但对投资人来说,这样也未必不是一件好事。因为很多公司的业绩仍然在快速增长,但估值却有比较大的折扣,比如荔枝、B站等等。 我这里重点说下荔枝,因为之前梳理过,荔枝的逻辑比较清晰: 1.荔枝的内容生态已经基本建立,内容生态的价值开始逐渐反哺到用户和商业层面。所以今年前三季度,荔枝的收入总和已经超过2020年全年收入。在社区公司的逻辑里,一旦这种良性循环形成,对公司商业化能力提升是全方面的。所以你也能看到,在收入增长的同时,公司的盈利能力也在快速提升。荔枝第三季度毛利率达30%,相比去年第三季度的25%同比提升了500个基点。 2.荔枝的原有业务是其基本盘,能够支撑其业绩稳步增长。在基本盘之外,荔枝还有几个潜在爆点值得看看。一是车载播客业务,车联网的崛起被认为是国内播客市场的拐点,在这个市场荔枝的布局是跑在最前面的;二是海外市场的开拓。未来,出海几乎是所有互联网公司寻找增量的方向, 在这方面荔枝也表现得不错,不仅有TIYA这样的成功案例,也逐渐提炼了一些出海方法论。这也能在荔枝后续海外市场开拓上提供帮助。 当然,这些只是我的一些个人看法,欢迎大家来补充讨论。","text":"$荔枝(LIZI)$今年以来中概股波动比较大,很多股价也受到了很大的影响。但对投资人来说,这样也未必不是一件好事。因为很多公司的业绩仍然在快速增长,但估值却有比较大的折扣,比如荔枝、B站等等。 我这里重点说下荔枝,因为之前梳理过,荔枝的逻辑比较清晰: 1.荔枝的内容生态已经基本建立,内容生态的价值开始逐渐反哺到用户和商业层面。所以今年前三季度,荔枝的收入总和已经超过2020年全年收入。在社区公司的逻辑里,一旦这种良性循环形成,对公司商业化能力提升是全方面的。所以你也能看到,在收入增长的同时,公司的盈利能力也在快速提升。荔枝第三季度毛利率达30%,相比去年第三季度的25%同比提升了500个基点。 2.荔枝的原有业务是其基本盘,能够支撑其业绩稳步增长。在基本盘之外,荔枝还有几个潜在爆点值得看看。一是车载播客业务,车联网的崛起被认为是国内播客市场的拐点,在这个市场荔枝的布局是跑在最前面的;二是海外市场的开拓。未来,出海几乎是所有互联网公司寻找增量的方向, 在这方面荔枝也表现得不错,不仅有TIYA这样的成功案例,也逐渐提炼了一些出海方法论。这也能在荔枝后续海外市场开拓上提供帮助。 当然,这些只是我的一些个人看法,欢迎大家来补充讨论。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603260653","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603004507,"gmtCreate":1638334667633,"gmtModify":1638336750938,"author":{"id":"3570161095936227","authorId":"3570161095936227","name":"zstwqq29","avatar":"https://static.tigerbbs.com/6c6bfff9092b7d7872a9bc2741caa4b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a> 基本盘非常稳固,并且增长仍然十分强劲,开始收复失地。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a> 基本盘非常稳固,并且增长仍然十分强劲,开始收复失地。","text":"$洋葱集团(OG)$ 基本盘非常稳固,并且增长仍然十分强劲,开始收复失地。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603004507","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}