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程程123
2021-10-18
$Sundial Growers Inc.(SNDL)$
哈哈😄每天都看习惯了,哪天要是涨了还感觉不正常了
程程123
2021-09-29
厉害厉害
@芒果千层蛋糕:转眼间2021年过去半年多了,现在已经进入8月份了,今年上半年市场很显著的特征就是:大盘不行,小盘崛起。基金和股票都是这样。先说基金,之前公布的基金二季报大家也看到了一些掌管百亿资产的所谓的明星基金经理的业绩只能说是差强人意,反倒是一些体量较小的基金表现出色。其实股票也是这样,我查了一下市场行情,从年初到7月底,代表传统蓝筹的上证50指数下跌超过14%,而创业板、科创50等等指数反而是上涨的。那么问题来了:为什么传统蓝筹表现一般,而中小市值个股今年表现好?不仅如此,连跟踪相关标的指数的指数基金一样可圈可点,譬如:华夏之前有个中证500增强基金,今年7个月时间已经取得了23.61%的收益率,并且还相对中证500指数有了明显的超额收益。那么言归正传,首先,先说估值。传统蓝筹过去两年股价表现优异,甚至市场上传出来“茅指数”等等,与之相伴的就是蓝筹涨幅不低,估值很高,相比之下中小盘个股估值不高,反而盈利增速不低,性价比很高。比如代表中小盘个股的中证500指数当前市盈率-TTM为22.41,处于近五年16.28%分位水平,相对代表蓝筹的沪深300指数来说估值优势明显。其次,我们聊一下业绩。从企业的业务增速来看,近三年,中证500指数主营业务收入增速持续保持在15%以上,显著优于沪深300指数和中证800指数;同时,中证500指数的wind一致预期2021年主营业务收入增速为25.54%,归母净利润增速为87.12%,具有较高成长性,增速高于代表大市值蓝筹的沪深300指
程程123
2021-09-28
厉害👍分析的很到位
@爱上趋势股:一文看懂:全球新能源汽车之巅峰对决!
程程123
2021-09-28
$Sundial Growers Inc.(SNDL)$
想清仓了看着头痛
程程123
2021-09-26
$Sundial Growers Inc.(SNDL)$
妈哎,竟然能掉到0.6几艾,还行不行喽[流泪]
程程123
2021-09-25
$阿里巴巴-SW(09988)$
还有在这个点能补起仓的吗?
程程123
2021-09-18
研究新方向
@期权小班长:用1万美金每周赚100刀的稳赢策略
程程123
2021-09-18
煤炭不是热点吗?
程程123
2021-09-09
啥时候能富起来呢[流泪] [流泪] [流泪]
程程123
2021-09-06
$Sundial Growers Inc.(SNDL)$
回到原点[笑哭]
程程123
2021-09-04
$小鹏汽车(XPEV)$
小鹏都是利好消息,我等着你吧
程程123
2021-09-03
$Sundial Growers Inc.(SNDL)$
开始涨一些了
程程123
2021-08-24
$美团-W(03690)$
现在每天都往下跌的头晕
程程123
2021-08-22
有加仓的吗?
@sien:
$Alibaba(09988)$
巴巴已经跌到去年疫情恐慌抛售价格了[捂脸] [捂脸]
程程123
2021-08-19
这篇文章不错,转发给大家看看
@程程123:
$Sundial Growers Inc.(SNDL)$
晒晒我的不开心,让大家开心一下
程程123
2021-08-18
$Sundial Growers Inc.(SNDL)$
晒晒我的不开心,让大家开心一下
程程123
2021-08-16
$美团-W(03690)$
任务贴
程程123
2021-08-15
$Sundial Growers Inc.(SNDL)$
任务贴
程程123
2021-08-13
$小米集团-W(01810)$
最近大家都在晒收益,我只有这个稍微凑合看吧
程程123
2021-08-09
$Sundial Growers Inc.(SNDL)$
不指望解套了
去老虎APP查看更多动态
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Inc.(SNDL)$哈哈😄每天都看习惯了,哪天要是涨了还感觉不正常了","images":[{"img":"https://static.tigerbbs.com/6e048fc691667cd81033b842697a93ba","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/850349144","isVote":1,"tweetType":1,"viewCount":4200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566775503291979","authorId":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":8,"crmLevelSwitch":1,"idStr":"3566775503291979","authorIdStr":"3566775503291979"},"content":"这2.4啥时候买的","text":"这2.4啥时候买的","html":"这2.4啥时候买的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865004587,"gmtCreate":1632921979527,"gmtModify":1632921979527,"author":{"id":"3570714112410203","authorId":"3570714112410203","name":"程程123","avatar":"https://static.tigerbbs.com/c65328d2cc2e54778da4d430b1e1413b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570714112410203","authorIdStr":"3570714112410203"},"themes":[],"htmlText":"厉害厉害","listText":"厉害厉害","text":"厉害厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865004587","repostId":"807994337","repostType":1,"repost":{"id":807994337,"gmtCreate":1627994683629,"gmtModify":1627994683629,"author":{"id":"4089369793564380","authorId":"4089369793564380","name":"芒果千层蛋糕","avatar":"https://static.tigerbbs.com/f69635246e351968e2a991f4b63024ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089369793564380","authorIdStr":"4089369793564380"},"themes":[],"htmlText":"转眼间2021年过去半年多了,现在已经进入8月份了,今年上半年市场很显著的特征就是:大盘不行,小盘崛起。基金和股票都是这样。先说基金,之前公布的基金二季报大家也看到了一些掌管百亿资产的所谓的明星基金经理的业绩只能说是差强人意,反倒是一些体量较小的基金表现出色。其实股票也是这样,我查了一下市场行情,从年初到7月底,代表传统蓝筹的上证50指数下跌超过14%,而创业板、科创50等等指数反而是上涨的。那么问题来了:为什么传统蓝筹表现一般,而中小市值个股今年表现好?不仅如此,连跟踪相关标的指数的指数基金一样可圈可点,譬如:华夏之前有个中证500增强基金,今年7个月时间已经取得了23.61%的收益率,并且还相对中证500指数有了明显的超额收益。那么言归正传,首先,先说估值。传统蓝筹过去两年股价表现优异,甚至市场上传出来“茅指数”等等,与之相伴的就是蓝筹涨幅不低,估值很高,相比之下中小盘个股估值不高,反而盈利增速不低,性价比很高。比如代表中小盘个股的中证500指数当前市盈率-TTM为22.41,处于近五年16.28%分位水平,相对代表蓝筹的沪深300指数来说估值优势明显。其次,我们聊一下业绩。从企业的业务增速来看,近三年,中证500指数主营业务收入增速持续保持在15%以上,显著优于沪深300指数和中证800指数;同时,中证500指数的wind一致预期2021年主营业务收入增速为25.54%,归母净利润增速为87.12%,具有较高成长性,增速高于代表大市值蓝筹的沪深300指","listText":"转眼间2021年过去半年多了,现在已经进入8月份了,今年上半年市场很显著的特征就是:大盘不行,小盘崛起。基金和股票都是这样。先说基金,之前公布的基金二季报大家也看到了一些掌管百亿资产的所谓的明星基金经理的业绩只能说是差强人意,反倒是一些体量较小的基金表现出色。其实股票也是这样,我查了一下市场行情,从年初到7月底,代表传统蓝筹的上证50指数下跌超过14%,而创业板、科创50等等指数反而是上涨的。那么问题来了:为什么传统蓝筹表现一般,而中小市值个股今年表现好?不仅如此,连跟踪相关标的指数的指数基金一样可圈可点,譬如:华夏之前有个中证500增强基金,今年7个月时间已经取得了23.61%的收益率,并且还相对中证500指数有了明显的超额收益。那么言归正传,首先,先说估值。传统蓝筹过去两年股价表现优异,甚至市场上传出来“茅指数”等等,与之相伴的就是蓝筹涨幅不低,估值很高,相比之下中小盘个股估值不高,反而盈利增速不低,性价比很高。比如代表中小盘个股的中证500指数当前市盈率-TTM为22.41,处于近五年16.28%分位水平,相对代表蓝筹的沪深300指数来说估值优势明显。其次,我们聊一下业绩。从企业的业务增速来看,近三年,中证500指数主营业务收入增速持续保持在15%以上,显著优于沪深300指数和中证800指数;同时,中证500指数的wind一致预期2021年主营业务收入增速为25.54%,归母净利润增速为87.12%,具有较高成长性,增速高于代表大市值蓝筹的沪深300指","text":"转眼间2021年过去半年多了,现在已经进入8月份了,今年上半年市场很显著的特征就是:大盘不行,小盘崛起。基金和股票都是这样。先说基金,之前公布的基金二季报大家也看到了一些掌管百亿资产的所谓的明星基金经理的业绩只能说是差强人意,反倒是一些体量较小的基金表现出色。其实股票也是这样,我查了一下市场行情,从年初到7月底,代表传统蓝筹的上证50指数下跌超过14%,而创业板、科创50等等指数反而是上涨的。那么问题来了:为什么传统蓝筹表现一般,而中小市值个股今年表现好?不仅如此,连跟踪相关标的指数的指数基金一样可圈可点,譬如:华夏之前有个中证500增强基金,今年7个月时间已经取得了23.61%的收益率,并且还相对中证500指数有了明显的超额收益。那么言归正传,首先,先说估值。传统蓝筹过去两年股价表现优异,甚至市场上传出来“茅指数”等等,与之相伴的就是蓝筹涨幅不低,估值很高,相比之下中小盘个股估值不高,反而盈利增速不低,性价比很高。比如代表中小盘个股的中证500指数当前市盈率-TTM为22.41,处于近五年16.28%分位水平,相对代表蓝筹的沪深300指数来说估值优势明显。其次,我们聊一下业绩。从企业的业务增速来看,近三年,中证500指数主营业务收入增速持续保持在15%以上,显著优于沪深300指数和中证800指数;同时,中证500指数的wind一致预期2021年主营业务收入增速为25.54%,归母净利润增速为87.12%,具有较高成长性,增速高于代表大市值蓝筹的沪深300指","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807994337","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862367947,"gmtCreate":1632838506900,"gmtModify":1632838506900,"author":{"id":"3570714112410203","authorId":"3570714112410203","name":"程程123","avatar":"https://static.tigerbbs.com/c65328d2cc2e54778da4d430b1e1413b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570714112410203","authorIdStr":"3570714112410203"},"themes":[],"htmlText":"厉害👍分析的很到位","listText":"厉害👍分析的很到位","text":"厉害👍分析的很到位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862367947","repostId":"869260010","repostType":1,"repost":{"id":869260010,"gmtCreate":1632293642125,"gmtModify":1632295119741,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"一文看懂:全球新能源汽车之巅峰对决!","htmlText":"01 2009 年 3 月,我国正式宣布:发展以【纯电动汽车】为突破的新能源汽车战略。 从此,确立了我国汽车发展的新路线。 一个月后,特斯拉第一款电动车 Roadster Sport 宣布开始接受订单。 与此同时,在奥巴马的支持下,Tesla 获得了 4.65 亿美元的低息贷款。 两年后,奥巴马宣布: 到 2015 年美国争取实现年产销 100 万辆新能源汽车的目标! 2009 年,中美两国非常默契的奠定了以【纯电动汽车】为突破口的新能源汽车战略,为改变汽车产业埋下了伏笔。 这一年,汽车制造强国日本,依靠强大的精工制造能力和优势,确立了以混合动力和氢能源为主的路线。 德国人则沉浸在 BBA(奔驰、宝马、奥迪)的王座里不能自拔,因为这一年他们创出了 380 万 的巅峰销量,却浑然不知巅峰是没落的开始。 02 从 2009 年开始,我国大力宣传新能源汽车,财政补贴力度加大,电动车销量快速增长。 到了 2015 年,国内新能源汽车产量达到 340471 辆,销量 331092 辆,比去年分别增长 3.3 倍和 3.4 倍。中国汽车工业协会预计 2016 年这个数量还会翻一番。 然而,数据出来后,日德车企们并不以为然。 因为这个华丽的数据背后,却存在着大量问题: 不少车企为了拿到补贴,快速上马了一大批质量差、续航短的电动车;甚至左手倒右手,将自己生产的低质量电动车成批打包给下属子公司,干着纯粹骗补的勾当。 一时间新能源汽车乱象频出: 有的车主新买的车,一个多月就几乎失去动力,原本 400KM 的航程,充满电只能走几十公里。还有的出现了无法启动、充电桩无法充电等问题。 不过,另一边的特斯拉却着实让世界惊艳了 一把。 2012 年,特斯拉发布了第二款汽车,大名鼎鼎的——Model S。它成为了特斯拉第一款爆款车型,其销量在 2013 年第一季度力压 BBA,夺得北美豪车销量冠军","listText":"01 2009 年 3 月,我国正式宣布:发展以【纯电动汽车】为突破的新能源汽车战略。 从此,确立了我国汽车发展的新路线。 一个月后,特斯拉第一款电动车 Roadster Sport 宣布开始接受订单。 与此同时,在奥巴马的支持下,Tesla 获得了 4.65 亿美元的低息贷款。 两年后,奥巴马宣布: 到 2015 年美国争取实现年产销 100 万辆新能源汽车的目标! 2009 年,中美两国非常默契的奠定了以【纯电动汽车】为突破口的新能源汽车战略,为改变汽车产业埋下了伏笔。 这一年,汽车制造强国日本,依靠强大的精工制造能力和优势,确立了以混合动力和氢能源为主的路线。 德国人则沉浸在 BBA(奔驰、宝马、奥迪)的王座里不能自拔,因为这一年他们创出了 380 万 的巅峰销量,却浑然不知巅峰是没落的开始。 02 从 2009 年开始,我国大力宣传新能源汽车,财政补贴力度加大,电动车销量快速增长。 到了 2015 年,国内新能源汽车产量达到 340471 辆,销量 331092 辆,比去年分别增长 3.3 倍和 3.4 倍。中国汽车工业协会预计 2016 年这个数量还会翻一番。 然而,数据出来后,日德车企们并不以为然。 因为这个华丽的数据背后,却存在着大量问题: 不少车企为了拿到补贴,快速上马了一大批质量差、续航短的电动车;甚至左手倒右手,将自己生产的低质量电动车成批打包给下属子公司,干着纯粹骗补的勾当。 一时间新能源汽车乱象频出: 有的车主新买的车,一个多月就几乎失去动力,原本 400KM 的航程,充满电只能走几十公里。还有的出现了无法启动、充电桩无法充电等问题。 不过,另一边的特斯拉却着实让世界惊艳了 一把。 2012 年,特斯拉发布了第二款汽车,大名鼎鼎的——Model S。它成为了特斯拉第一款爆款车型,其销量在 2013 年第一季度力压 BBA,夺得北美豪车销量冠军","text":"01 2009 年 3 月,我国正式宣布:发展以【纯电动汽车】为突破的新能源汽车战略。 从此,确立了我国汽车发展的新路线。 一个月后,特斯拉第一款电动车 Roadster Sport 宣布开始接受订单。 与此同时,在奥巴马的支持下,Tesla 获得了 4.65 亿美元的低息贷款。 两年后,奥巴马宣布: 到 2015 年美国争取实现年产销 100 万辆新能源汽车的目标! 2009 年,中美两国非常默契的奠定了以【纯电动汽车】为突破口的新能源汽车战略,为改变汽车产业埋下了伏笔。 这一年,汽车制造强国日本,依靠强大的精工制造能力和优势,确立了以混合动力和氢能源为主的路线。 德国人则沉浸在 BBA(奔驰、宝马、奥迪)的王座里不能自拔,因为这一年他们创出了 380 万 的巅峰销量,却浑然不知巅峰是没落的开始。 02 从 2009 年开始,我国大力宣传新能源汽车,财政补贴力度加大,电动车销量快速增长。 到了 2015 年,国内新能源汽车产量达到 340471 辆,销量 331092 辆,比去年分别增长 3.3 倍和 3.4 倍。中国汽车工业协会预计 2016 年这个数量还会翻一番。 然而,数据出来后,日德车企们并不以为然。 因为这个华丽的数据背后,却存在着大量问题: 不少车企为了拿到补贴,快速上马了一大批质量差、续航短的电动车;甚至左手倒右手,将自己生产的低质量电动车成批打包给下属子公司,干着纯粹骗补的勾当。 一时间新能源汽车乱象频出: 有的车主新买的车,一个多月就几乎失去动力,原本 400KM 的航程,充满电只能走几十公里。还有的出现了无法启动、充电桩无法充电等问题。 不过,另一边的特斯拉却着实让世界惊艳了 一把。 2012 年,特斯拉发布了第二款汽车,大名鼎鼎的——Model S。它成为了特斯拉第一款爆款车型,其销量在 2013 年第一季度力压 BBA,夺得北美豪车销量冠军","images":[{"img":"https://static.tigerbbs.com/cf2204e3d31e731d268e8a063b6df755","width":"673","height":"384"},{"img":"https://static.tigerbbs.com/b84df94dc9c09cdd4991da5ce5c9f55b","width":"990","height":"515"},{"img":"https://static.tigerbbs.com/d8825c2550333809d35d9725fa872ebb","width":"663","height":"361"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869260010","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862388806,"gmtCreate":1632837787562,"gmtModify":1632837787562,"author":{"id":"3570714112410203","authorId":"3570714112410203","name":"程程123","avatar":"https://static.tigerbbs.com/c65328d2cc2e54778da4d430b1e1413b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570714112410203","authorIdStr":"3570714112410203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>想清仓了看着头痛","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>想清仓了看着头痛","text":"$Sundial Growers 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隆平高科”),由湖南省农业科学院、湖南杂交水稻研究中心、袁隆平院士作为主要创始发起人于1999年创立,2000年上市,是一家以“杂交水稻之父”袁隆平院士的名字命名、并由袁隆平院士担任名誉董事长的高科技现代化种业集团。根据2020年年报,隆平高科第一大股东为中信农业科技股份有限公司,持股比例16","images":[{"img":"https://static.tigerbbs.com/8e32b4ec84c6087ad4d23373720be391","width":"688","height":"387"},{"img":"https://static.tigerbbs.com/8651a9ca6f65669f3ee0ae6834268ad9","width":"688","height":"425"},{"img":"https://static.tigerbbs.com/a54ea7cb3c0089abb54305115d7d5e2d","width":"555","height":"634"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131462002","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565564263216188","authorId":"3565564263216188","name":"小贵人","avatar":"https://static.tigerbbs.com/79328dcbd8ddb50e3057913abb93d2e8","crmLevel":1,"crmLevelSwitch":0,"idStr":"3565564263216188","authorIdStr":"3565564263216188"},"content":"袁老一路走好","text":"袁老一路走好","html":"袁老一路走好"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}