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赵静蓉
2023-09-16
股价能抄波底?//
@海银控股
: 2023财年,是海银“财富+健康”双轮驱动战略的元年。 面对复杂的环境和波动的市场,海银保持了战略定力,应对波动、主动出击,不断优化业务重心;积极把握趋势,推动健康管理、资产管理、海外业务加速发展,实现稳中有进的高质量业绩增长,展现出强大的生命力与内在韧性。 海银将继续坚持“以客户为中心”,遵循长期主义的发展理念,与时俱进、稳健而变,为社会、股东、客户和员工创造更大的价值。
$海银控股(HYW)$
$纳斯达克(.IXIC)$
$道琼斯(.DJI)$
@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
赵静蓉
2021-12-01
$映客(03700)$
最近,映客的股价接连上涨,太令人意外了。就在11月24日,映客公司回购44.8万股,涉资60.36万,直接刺激股价上涨,不得不说映客这波操作,属实成功。当然,通过回购刺激股价上涨,只是权宜之计,长期,还是得看公司业绩。观察映客发现,它的第一条增长曲线是直播,第二条便是社交。不与腾讯做正面交锋,将线上与线下进行链接。映客互娱的线下店积目酒吧——ROOMUU在长沙开业,另一款社交应用“超级喜欢”的线下门店最近也如火如荼。线上线下相结合的“全场景社交”兼顾当代人的互联网需求和原始社交习惯,预计会成为下一代年轻人的社交及恋爱潮流手段之一。映客借直播风口起势打下了自己的基本盘,在用户、技术、资本、运营等方方面面夯实了基础,全场景社交弯道再超车的可能性很大,等待时间检验。
赵静蓉
2022-02-16
中国厂商正以前所未有的热度加速出海。Sensor Tower发布了2022年1月中国手游产品在海外市场收入及下载量排行榜。数据显示,8款新游集中亮相收入增长榜,
$中手游(00302)$
《真·三国无双 霸》位列排行榜第4。游戏好玩吗?
赵静蓉
2023-11-09
Steam游戏《完蛋!我被美女包围了》火爆。
$中手游(00302)$
《仙剑奇侠传》系列将授权给INTINY工作室,开发仙剑IP的互动影像游戏,反应真快,仙剑IP在手里,与时俱进,开放世界游戏、AI、现在又是影像游戏,只要每个领域只打磨一款产品,保证质量,其实还是可以的。
赵静蓉
2022-03-23
$瑞科生物-B(02179)$
梭哈中概股,丢掉一套房;疫苗股,能不能让我找回场子!!
赵静蓉
2022-05-30
$万物新生(RERE)$
$BOSS直聘(BZ)$
$途牛(TOUR)$
股票是个好股票,公司是个好公司,走势更上就更好了
赵静蓉
2022-01-26
$洋葱集团(OG)$
现在的消费金额是:女人>孩子>宠物,最后才是男人哈哈哈,所以在这方面洋葱的消费人群把握的很准确啊,
赵静蓉
2022-01-20
$洋葱集团(OG)$
$怪兽充电(EM)$
耐心等待,中长线投资需要的就是时间的磨练~
赵静蓉
2023-07-21
$网易(NTES)$
逆水寒手游 畅销榜常客,开放世界游戏有了AI之后这么厉害吗?那后续的游戏
$中手游(00302)$
仙剑世界 会有什么表现倒是很期待,等测试时去体验一二。
赵静蓉
2022-08-01
$中手游(00302)$
版号终下发,下半年业绩更稳,我的御剑日记 是什么游戏?什么时候上线?有消息吗?
赵静蓉
2022-04-27
$海银控股(HYW)$
大盘磨得有点不理解
赵静蓉
2022-04-13
$简普科技(JT)$
这增长速度,估值不得提一提啊
赵静蓉
2022-03-01
$海银控股(HYW)$
公司发展越来越好,长期必然要涨的
赵静蓉
2022-01-12
$乐享集团(06988)$
整个2021年,港股整体格局偏弱,操作上建议宜回归基本面,挖掘盈利能力、成长性俱佳的价值标的。比如,国内科技营销公司乐享集团,在日前公布了财务及业务最新情况,业绩高增态势延续,相当吸睛。根据最新披露的经营数据,截至2021年9月30日止的前三季度,公司实现营业收入同比增长约61.1%至约9.45亿元(港币),已超过2020年全年营收水平;实现毛利约3.31亿元,同比增长约94.5%;毛利率约为35.1%,较2020年同期提升约6个百分点,盈利能力显著提升。从整个市场来看,今年双十一活动,短视频直播电商赛道依然十分景气,蕴含广阔的增量市场空间,利好公司电商产品营销业务发展。乐享集团以数据和算法为关键核心,用基于兴趣推荐的撮合匹配技术,帮助电商、互娱等消费产品直接触达消费者,并根据交易额、转化量等效果类指标收取分成费用。特别是,乐享集团早早布局抖音短视频电商,后又依托TikTok布局海外兴趣电商。待时机成熟,乐享集团抖音短视频电商业务和海外市场兴趣电商业务必将成为乐享的二级增长火箭。回到股价方面,今年9月底以来,乐享集团进行了多次回购,传递出对自身价值的信心。考虑到逆势增长的业绩,合理的布局,乐享集团的股价需要长期关注。
赵静蓉
2021-12-22
$趣头条(QTT)$
再等等看吧
赵静蓉
2021-12-02
$荔枝(LIZI)$
抓住国内播客市场以海外播客市场,荔枝再超越,需要的是时间。
@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。
去老虎APP查看更多动态
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target=\"_blank\" href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>耐心等待,中长线投资需要的就是时间的磨练~","text":"$洋葱集团(OG)$$怪兽充电(EM)$耐心等待,中长线投资需要的就是时间的磨练~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630998989","isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694299953,"gmtCreate":1641978510182,"gmtModify":1641978510182,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/06988\">$乐享集团(06988)$</a>整个2021年,港股整体格局偏弱,操作上建议宜回归基本面,挖掘盈利能力、成长性俱佳的价值标的。比如,国内科技营销公司乐享集团,在日前公布了财务及业务最新情况,业绩高增态势延续,相当吸睛。根据最新披露的经营数据,截至2021年9月30日止的前三季度,公司实现营业收入同比增长约61.1%至约9.45亿元(港币),已超过2020年全年营收水平;实现毛利约3.31亿元,同比增长约94.5%;毛利率约为35.1%,较2020年同期提升约6个百分点,盈利能力显著提升。从整个市场来看,今年双十一活动,短视频直播电商赛道依然十分景气,蕴含广阔的增量市场空间,利好公司电商产品营销业务发展。乐享集团以数据和算法为关键核心,用基于兴趣推荐的撮合匹配技术,帮助电商、互娱等消费产品直接触达消费者,并根据交易额、转化量等效果类指标收取分成费用。特别是,乐享集团早早布局抖音短视频电商,后又依托TikTok布局海外兴趣电商。待时机成熟,乐享集团抖音短视频电商业务和海外市场兴趣电商业务必将成为乐享的二级增长火箭。回到股价方面,今年9月底以来,乐享集团进行了多次回购,传递出对自身价值的信心。考虑到逆势增长的业绩,合理的布局,乐享集团的股价需要长期关注。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/06988\">$乐享集团(06988)$</a>整个2021年,港股整体格局偏弱,操作上建议宜回归基本面,挖掘盈利能力、成长性俱佳的价值标的。比如,国内科技营销公司乐享集团,在日前公布了财务及业务最新情况,业绩高增态势延续,相当吸睛。根据最新披露的经营数据,截至2021年9月30日止的前三季度,公司实现营业收入同比增长约61.1%至约9.45亿元(港币),已超过2020年全年营收水平;实现毛利约3.31亿元,同比增长约94.5%;毛利率约为35.1%,较2020年同期提升约6个百分点,盈利能力显著提升。从整个市场来看,今年双十一活动,短视频直播电商赛道依然十分景气,蕴含广阔的增量市场空间,利好公司电商产品营销业务发展。乐享集团以数据和算法为关键核心,用基于兴趣推荐的撮合匹配技术,帮助电商、互娱等消费产品直接触达消费者,并根据交易额、转化量等效果类指标收取分成费用。特别是,乐享集团早早布局抖音短视频电商,后又依托TikTok布局海外兴趣电商。待时机成熟,乐享集团抖音短视频电商业务和海外市场兴趣电商业务必将成为乐享的二级增长火箭。回到股价方面,今年9月底以来,乐享集团进行了多次回购,传递出对自身价值的信心。考虑到逆势增长的业绩,合理的布局,乐享集团的股价需要长期关注。","text":"$乐享集团(06988)$整个2021年,港股整体格局偏弱,操作上建议宜回归基本面,挖掘盈利能力、成长性俱佳的价值标的。比如,国内科技营销公司乐享集团,在日前公布了财务及业务最新情况,业绩高增态势延续,相当吸睛。根据最新披露的经营数据,截至2021年9月30日止的前三季度,公司实现营业收入同比增长约61.1%至约9.45亿元(港币),已超过2020年全年营收水平;实现毛利约3.31亿元,同比增长约94.5%;毛利率约为35.1%,较2020年同期提升约6个百分点,盈利能力显著提升。从整个市场来看,今年双十一活动,短视频直播电商赛道依然十分景气,蕴含广阔的增量市场空间,利好公司电商产品营销业务发展。乐享集团以数据和算法为关键核心,用基于兴趣推荐的撮合匹配技术,帮助电商、互娱等消费产品直接触达消费者,并根据交易额、转化量等效果类指标收取分成费用。特别是,乐享集团早早布局抖音短视频电商,后又依托TikTok布局海外兴趣电商。待时机成熟,乐享集团抖音短视频电商业务和海外市场兴趣电商业务必将成为乐享的二级增长火箭。回到股价方面,今年9月底以来,乐享集团进行了多次回购,传递出对自身价值的信心。考虑到逆势增长的业绩,合理的布局,乐享集团的股价需要长期关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694299953","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691359736,"gmtCreate":1640140205429,"gmtModify":1640140205429,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 再等等看吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 再等等看吧","text":"$趣头条(QTT)$ 再等等看吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691359736","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603268527,"gmtCreate":1638414647869,"gmtModify":1638414647869,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>抓住国内播客市场以海外播客市场,荔枝再超越,需要的是时间。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>抓住国内播客市场以海外播客市场,荔枝再超越,需要的是时间。","text":"$荔枝(LIZI)$抓住国内播客市场以海外播客市场,荔枝再超越,需要的是时间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603268527","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":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603011894,"gmtCreate":1638337841808,"gmtModify":1638338033296,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$</a> 最近,映客的股价接连上涨,太令人意外了。就在11月24日,映客公司回购44.8万股,涉资60.36万,直接刺激股价上涨,不得不说映客这波操作,属实成功。当然,通过回购刺激股价上涨,只是权宜之计,长期,还是得看公司业绩。观察映客发现,它的第一条增长曲线是直播,第二条便是社交。不与腾讯做正面交锋,将线上与线下进行链接。映客互娱的线下店积目酒吧——ROOMUU在长沙开业,另一款社交应用“超级喜欢”的线下门店最近也如火如荼。线上线下相结合的“全场景社交”兼顾当代人的互联网需求和原始社交习惯,预计会成为下一代年轻人的社交及恋爱潮流手段之一。映客借直播风口起势打下了自己的基本盘,在用户、技术、资本、运营等方方面面夯实了基础,全场景社交弯道再超车的可能性很大,等待时间检验。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$</a> 最近,映客的股价接连上涨,太令人意外了。就在11月24日,映客公司回购44.8万股,涉资60.36万,直接刺激股价上涨,不得不说映客这波操作,属实成功。当然,通过回购刺激股价上涨,只是权宜之计,长期,还是得看公司业绩。观察映客发现,它的第一条增长曲线是直播,第二条便是社交。不与腾讯做正面交锋,将线上与线下进行链接。映客互娱的线下店积目酒吧——ROOMUU在长沙开业,另一款社交应用“超级喜欢”的线下门店最近也如火如荼。线上线下相结合的“全场景社交”兼顾当代人的互联网需求和原始社交习惯,预计会成为下一代年轻人的社交及恋爱潮流手段之一。映客借直播风口起势打下了自己的基本盘,在用户、技术、资本、运营等方方面面夯实了基础,全场景社交弯道再超车的可能性很大,等待时间检验。","text":"$映客(03700)$ 最近,映客的股价接连上涨,太令人意外了。就在11月24日,映客公司回购44.8万股,涉资60.36万,直接刺激股价上涨,不得不说映客这波操作,属实成功。当然,通过回购刺激股价上涨,只是权宜之计,长期,还是得看公司业绩。观察映客发现,它的第一条增长曲线是直播,第二条便是社交。不与腾讯做正面交锋,将线上与线下进行链接。映客互娱的线下店积目酒吧——ROOMUU在长沙开业,另一款社交应用“超级喜欢”的线下门店最近也如火如荼。线上线下相结合的“全场景社交”兼顾当代人的互联网需求和原始社交习惯,预计会成为下一代年轻人的社交及恋爱潮流手段之一。映客借直播风口起势打下了自己的基本盘,在用户、技术、资本、运营等方方面面夯实了基础,全场景社交弯道再超车的可能性很大,等待时间检验。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/603011894","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000561","authorId":"9000000000000561","name":"玉米地里吃亏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"总市值 34.32亿 流通市值 34.32亿 总股本 20.07亿 流通股本 20.07亿 52周最高 3.080 52周最低 0.980 市盈率 13.87 市净率 0.77 股息 0 股息收益率 0.00% ROA 1.62% ROE 7.66% 每股收益 0.12,经营数据不错,值得考虑。","text":"总市值 34.32亿 流通市值 34.32亿 总股本 20.07亿 流通股本 20.07亿 52周最高 3.080 52周最低 0.980 市盈率 13.87 市净率 0.77 股息 0 股息收益率 0.00% ROA 1.62% ROE 7.66% 每股收益 0.12,经营数据不错,值得考虑。","html":"总市值 34.32亿 流通市值 34.32亿 总股本 20.07亿 流通股本 20.07亿 52周最高 3.080 52周最低 0.980 市盈率 13.87 市净率 0.77 股息 0 股息收益率 0.00% ROA 1.62% ROE 7.66% 每股收益 0.12,经营数据不错,值得考虑。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":220394977386656,"gmtCreate":1694828574210,"gmtModify":1694835634599,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股价能抄波底?//<a href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a>: 2023财年,是海银“财富+健康”双轮驱动战略的元年。 面对复杂的环境和波动的市场,海银保持了战略定力,应对波动、主动出击,不断优化业务重心;积极把握趋势,推动健康管理、资产管理、海外业务加速发展,实现稳中有进的高质量业绩增长,展现出强大的生命力与内在韧性。 海银将继续坚持“以客户为中心”,遵循长期主义的发展理念,与时俱进、稳健而变,为社会、股东、客户和员工创造更大的价值。 <a href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","listText":"股价能抄波底?//<a href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a>: 2023财年,是海银“财富+健康”双轮驱动战略的元年。 面对复杂的环境和波动的市场,海银保持了战略定力,应对波动、主动出击,不断优化业务重心;积极把握趋势,推动健康管理、资产管理、海外业务加速发展,实现稳中有进的高质量业绩增长,展现出强大的生命力与内在韧性。 海银将继续坚持“以客户为中心”,遵循长期主义的发展理念,与时俱进、稳健而变,为社会、股东、客户和员工创造更大的价值。 <a href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","text":"股价能抄波底?//@海银控股: 2023财年,是海银“财富+健康”双轮驱动战略的元年。 面对复杂的环境和波动的市场,海银保持了战略定力,应对波动、主动出击,不断优化业务重心;积极把握趋势,推动健康管理、资产管理、海外业务加速发展,实现稳中有进的高质量业绩增长,展现出强大的生命力与内在韧性。 海银将继续坚持“以客户为中心”,遵循长期主义的发展理念,与时俱进、稳健而变,为社会、股东、客户和员工创造更大的价值。 $海银控股(HYW)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$","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":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/220394977386656","repostId":"220220363542664","repostType":1,"repost":{"id":220220363542664,"gmtCreate":1694786046908,"gmtModify":1694786524608,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"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","htmlText":"2023财年,是海银“财富+健康”双轮驱动战略的元年。 面对复杂的环境和波动的市场,海银保持了战略定力,应对波动、主动出击,不断优化业务重心;积极把握趋势,推动健康管理、资产管理、海外业务加速发展,实现稳中有进的高质量业绩增长,展现出强大的生命力与内在韧性。 海银将继续坚持“以客户为中心”,遵循长期主义的发展理念,与时俱进、稳健而变,为社会、股东、客户和员工创造更大的价值。 <a href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","listText":"2023财年,是海银“财富+健康”双轮驱动战略的元年。 面对复杂的环境和波动的市场,海银保持了战略定力,应对波动、主动出击,不断优化业务重心;积极把握趋势,推动健康管理、资产管理、海外业务加速发展,实现稳中有进的高质量业绩增长,展现出强大的生命力与内在韧性。 海银将继续坚持“以客户为中心”,遵循长期主义的发展理念,与时俱进、稳健而变,为社会、股东、客户和员工创造更大的价值。 <a href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","text":"2023财年,是海银“财富+健康”双轮驱动战略的元年。 面对复杂的环境和波动的市场,海银保持了战略定力,应对波动、主动出击,不断优化业务重心;积极把握趋势,推动健康管理、资产管理、海外业务加速发展,实现稳中有进的高质量业绩增长,展现出强大的生命力与内在韧性。 海银将继续坚持“以客户为中心”,遵循长期主义的发展理念,与时俱进、稳健而变,为社会、股东、客户和员工创造更大的价值。 $海银控股(HYW)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$","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":1083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274686403159","authorId":"3479274686403159","name":"去二三四五","avatar":"https://static.laohu8.com/picture7","crmLevel":1,"crmLevelSwitch":0},"content":"实业的尽头是金融,这是我的观点,我看好海银","text":"实业的尽头是金融,这是我的观点,我看好海银","html":"实业的尽头是金融,这是我的观点,我看好海银"}],"imageCount":9,"langContent":"CN","totalScore":0},{"id":603011894,"gmtCreate":1638337841808,"gmtModify":1638338033296,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$</a> 最近,映客的股价接连上涨,太令人意外了。就在11月24日,映客公司回购44.8万股,涉资60.36万,直接刺激股价上涨,不得不说映客这波操作,属实成功。当然,通过回购刺激股价上涨,只是权宜之计,长期,还是得看公司业绩。观察映客发现,它的第一条增长曲线是直播,第二条便是社交。不与腾讯做正面交锋,将线上与线下进行链接。映客互娱的线下店积目酒吧——ROOMUU在长沙开业,另一款社交应用“超级喜欢”的线下门店最近也如火如荼。线上线下相结合的“全场景社交”兼顾当代人的互联网需求和原始社交习惯,预计会成为下一代年轻人的社交及恋爱潮流手段之一。映客借直播风口起势打下了自己的基本盘,在用户、技术、资本、运营等方方面面夯实了基础,全场景社交弯道再超车的可能性很大,等待时间检验。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$</a> 最近,映客的股价接连上涨,太令人意外了。就在11月24日,映客公司回购44.8万股,涉资60.36万,直接刺激股价上涨,不得不说映客这波操作,属实成功。当然,通过回购刺激股价上涨,只是权宜之计,长期,还是得看公司业绩。观察映客发现,它的第一条增长曲线是直播,第二条便是社交。不与腾讯做正面交锋,将线上与线下进行链接。映客互娱的线下店积目酒吧——ROOMUU在长沙开业,另一款社交应用“超级喜欢”的线下门店最近也如火如荼。线上线下相结合的“全场景社交”兼顾当代人的互联网需求和原始社交习惯,预计会成为下一代年轻人的社交及恋爱潮流手段之一。映客借直播风口起势打下了自己的基本盘,在用户、技术、资本、运营等方方面面夯实了基础,全场景社交弯道再超车的可能性很大,等待时间检验。","text":"$映客(03700)$ 最近,映客的股价接连上涨,太令人意外了。就在11月24日,映客公司回购44.8万股,涉资60.36万,直接刺激股价上涨,不得不说映客这波操作,属实成功。当然,通过回购刺激股价上涨,只是权宜之计,长期,还是得看公司业绩。观察映客发现,它的第一条增长曲线是直播,第二条便是社交。不与腾讯做正面交锋,将线上与线下进行链接。映客互娱的线下店积目酒吧——ROOMUU在长沙开业,另一款社交应用“超级喜欢”的线下门店最近也如火如荼。线上线下相结合的“全场景社交”兼顾当代人的互联网需求和原始社交习惯,预计会成为下一代年轻人的社交及恋爱潮流手段之一。映客借直播风口起势打下了自己的基本盘,在用户、技术、资本、运营等方方面面夯实了基础,全场景社交弯道再超车的可能性很大,等待时间检验。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/603011894","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000561","authorId":"9000000000000561","name":"玉米地里吃亏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"总市值 34.32亿 流通市值 34.32亿 总股本 20.07亿 流通股本 20.07亿 52周最高 3.080 52周最低 0.980 市盈率 13.87 市净率 0.77 股息 0 股息收益率 0.00% ROA 1.62% ROE 7.66% 每股收益 0.12,经营数据不错,值得考虑。","text":"总市值 34.32亿 流通市值 34.32亿 总股本 20.07亿 流通股本 20.07亿 52周最高 3.080 52周最低 0.980 市盈率 13.87 市净率 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href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>公司发展越来越好,长期必然要涨的","text":"$海银控股(HYW)$公司发展越来越好,长期必然要涨的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636763948","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694299953,"gmtCreate":1641978510182,"gmtModify":1641978510182,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/06988\">$乐享集团(06988)$</a>整个2021年,港股整体格局偏弱,操作上建议宜回归基本面,挖掘盈利能力、成长性俱佳的价值标的。比如,国内科技营销公司乐享集团,在日前公布了财务及业务最新情况,业绩高增态势延续,相当吸睛。根据最新披露的经营数据,截至2021年9月30日止的前三季度,公司实现营业收入同比增长约61.1%至约9.45亿元(港币),已超过2020年全年营收水平;实现毛利约3.31亿元,同比增长约94.5%;毛利率约为35.1%,较2020年同期提升约6个百分点,盈利能力显著提升。从整个市场来看,今年双十一活动,短视频直播电商赛道依然十分景气,蕴含广阔的增量市场空间,利好公司电商产品营销业务发展。乐享集团以数据和算法为关键核心,用基于兴趣推荐的撮合匹配技术,帮助电商、互娱等消费产品直接触达消费者,并根据交易额、转化量等效果类指标收取分成费用。特别是,乐享集团早早布局抖音短视频电商,后又依托TikTok布局海外兴趣电商。待时机成熟,乐享集团抖音短视频电商业务和海外市场兴趣电商业务必将成为乐享的二级增长火箭。回到股价方面,今年9月底以来,乐享集团进行了多次回购,传递出对自身价值的信心。考虑到逆势增长的业绩,合理的布局,乐享集团的股价需要长期关注。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/06988\">$乐享集团(06988)$</a>整个2021年,港股整体格局偏弱,操作上建议宜回归基本面,挖掘盈利能力、成长性俱佳的价值标的。比如,国内科技营销公司乐享集团,在日前公布了财务及业务最新情况,业绩高增态势延续,相当吸睛。根据最新披露的经营数据,截至2021年9月30日止的前三季度,公司实现营业收入同比增长约61.1%至约9.45亿元(港币),已超过2020年全年营收水平;实现毛利约3.31亿元,同比增长约94.5%;毛利率约为35.1%,较2020年同期提升约6个百分点,盈利能力显著提升。从整个市场来看,今年双十一活动,短视频直播电商赛道依然十分景气,蕴含广阔的增量市场空间,利好公司电商产品营销业务发展。乐享集团以数据和算法为关键核心,用基于兴趣推荐的撮合匹配技术,帮助电商、互娱等消费产品直接触达消费者,并根据交易额、转化量等效果类指标收取分成费用。特别是,乐享集团早早布局抖音短视频电商,后又依托TikTok布局海外兴趣电商。待时机成熟,乐享集团抖音短视频电商业务和海外市场兴趣电商业务必将成为乐享的二级增长火箭。回到股价方面,今年9月底以来,乐享集团进行了多次回购,传递出对自身价值的信心。考虑到逆势增长的业绩,合理的布局,乐享集团的股价需要长期关注。","text":"$乐享集团(06988)$整个2021年,港股整体格局偏弱,操作上建议宜回归基本面,挖掘盈利能力、成长性俱佳的价值标的。比如,国内科技营销公司乐享集团,在日前公布了财务及业务最新情况,业绩高增态势延续,相当吸睛。根据最新披露的经营数据,截至2021年9月30日止的前三季度,公司实现营业收入同比增长约61.1%至约9.45亿元(港币),已超过2020年全年营收水平;实现毛利约3.31亿元,同比增长约94.5%;毛利率约为35.1%,较2020年同期提升约6个百分点,盈利能力显著提升。从整个市场来看,今年双十一活动,短视频直播电商赛道依然十分景气,蕴含广阔的增量市场空间,利好公司电商产品营销业务发展。乐享集团以数据和算法为关键核心,用基于兴趣推荐的撮合匹配技术,帮助电商、互娱等消费产品直接触达消费者,并根据交易额、转化量等效果类指标收取分成费用。特别是,乐享集团早早布局抖音短视频电商,后又依托TikTok布局海外兴趣电商。待时机成熟,乐享集团抖音短视频电商业务和海外市场兴趣电商业务必将成为乐享的二级增长火箭。回到股价方面,今年9月底以来,乐享集团进行了多次回购,传递出对自身价值的信心。考虑到逆势增长的业绩,合理的布局,乐享集团的股价需要长期关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694299953","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691359736,"gmtCreate":1640140205429,"gmtModify":1640140205429,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 再等等看吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 再等等看吧","text":"$趣头条(QTT)$ 再等等看吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691359736","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603268527,"gmtCreate":1638414647869,"gmtModify":1638414647869,"author":{"id":"3570161101182529","authorId":"3570161101182529","name":"赵静蓉","avatar":"https://static.tigerbbs.com/34d87843f8a32e5e8741ab5a52ddac1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>抓住国内播客市场以海外播客市场,荔枝再超越,需要的是时间。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>抓住国内播客市场以海外播客市场,荔枝再超越,需要的是时间。","text":"$荔枝(LIZI)$抓住国内播客市场以海外播客市场,荔枝再超越,需要的是时间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603268527","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":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}