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Damon_Zhang

Damon_Zhang

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2021-12-21

$Adobe(ADBE)$financial result in line w estimate but big slide due to the outlook; $美光科技(MU)$Q1 financial result also in line w expectation but the sliding in Q2 estimate did not affect the stock price, on the contrary, stock increased by 6% post trading… the up n down really determined by market expectation or emotion? [微笑]

2021-12-12

这不就是一个礼拜前的新闻了么？12个人的sample size…Pfizer CEO也说了booster能加强多少倍的抵抗力..疫苗过度有效，说明不用再打了…预期收益会降低…疫苗效果不大，会需要更多和frequent的 booster…只要疫苗的防重症率高，后面就真和流感一样了…就是打了也一样得，不会重症，口服药治疗 … Paxlovid的apporval和治愈率非常关键. $辉瑞(PFE)$是一直股价被压制的龙头股…

才23%！南非研究显示辉瑞疫苗对奥密克戎有效性大幅下降

2021-12-08

$辉瑞(PFE)$ Pfizer CEO says omicron appears milder but spreads faster and could lead to more Covid mutations.Good or bad news?

2021-12-02

$Sea Ltd(SE)$虽然sea粗略一看几个business都很有前景，但是Garena的体量已经很大，增长不会太快；电商看上去增长快，但是根本不赚钱，用shopee的都知道，每个国家的市场里可能有80%都是中国的seller，大多数在shopee上买的图的是价格便宜，比如几块钱买个手机壳，这方面根本就赚不了钱，每年的支出也很大一部分是shopee的各种补贴，放眼看去做电商的巨头，有几个是真的是靠电商来赚巨额利润的？基本没有。他的digital wallet可能在印尼那些没有很好移动支付系统的国家还有人用，在新加坡还真没见什么人用，因为digital payment太多种了，没任何优势。

2021-11-26

Buy Pfizer..double good news - new covid variant + paxlovid pending for approval!

@Buy_Sell:🚀【11月26日】港股科技再度低迷，今天有什么交易计划？

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[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>financial result in line w estimate but big slide due to the outlook; <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>Q1&nbsp;financial result also in line w expectation but the sliding in Q2 estimate did not affect the stock price, on the contrary, stock&nbsp;increased by 6% post trading… the up n down really determined by market expectation or emotion? [微笑]&nbsp;","text":"$Adobe(ADBE)$financial result in line w estimate but big slide due to the outlook; $美光科技(MU)$Q1 financial result also in line w expectation but the sliding in Q2 estimate did not affect the stock price, on the contrary, stock increased by 6% post trading… the up n down really determined by market expectation or emotion? [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693235270","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604931892,"gmtCreate":1639301745056,"gmtModify":1639301745056,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这不就是一个礼拜前的新闻了么？12个人的sample size…Pfizer CEO也说了booster能加强多少倍的抵抗力..疫苗过度有效，说明不用再打了…预期收益会降低…疫苗效果不大，会需要更多和frequent的&nbsp;booster…只要疫苗的防重症率高，后面就真和流感一样了…就是打了也一样得，不会重症，口服药治疗 … Paxlovid的apporval和治愈率非常关键.&nbsp;<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>是一直股价被压制的龙头股…","listText":"这不就是一个礼拜前的新闻了么？12个人的sample size…Pfizer CEO也说了booster能加强多少倍的抵抗力..疫苗过度有效，说明不用再打了…预期收益会降低…疫苗效果不大，会需要更多和frequent的&nbsp;booster…只要疫苗的防重症率高，后面就真和流感一样了…就是打了也一样得，不会重症，口服药治疗 … Paxlovid的apporval和治愈率非常关键.&nbsp;<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>是一直股价被压制的龙头股…","text":"这不就是一个礼拜前的新闻了么？12个人的sample size…Pfizer CEO也说了booster能加强多少倍的抵抗力..疫苗过度有效，说明不用再打了…预期收益会降低…疫苗效果不大，会需要更多和frequent的 booster…只要疫苗的防重症率高，后面就真和流感一样了…就是打了也一样得，不会重症，口服药治疗 … Paxlovid的apporval和治愈率非常关键. $辉瑞(PFE)$是一直股价被压制的龙头股…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604931892","repostId":"2190186674","repostType":4,"repost":{"id":"2190186674","pubTimestamp":1639275407,"share":"https://www.laohu8.com/m/news/2190186674?lang=&edition=full","pubTime":"2021-12-12 10:16","market":"us","language":"zh","title":"才23%！南非研究显示辉瑞疫苗对奥密克戎有效性大幅下降 ","url":"https://stock-news.laohu8.com/highlight/detail?id=2190186674","media":"华尔街见闻","summary":"今日，据彭博社报道，南非实验室最新研究显示，接种两剂辉瑞新冠疫苗对预防奥密克戎有症状感染的有效性只有22.5%，但仍可防止重症。此前，南非非洲健康研究所在本周二发布了测试两剂辉瑞疫苗的研究数据。\n这项","content":"<p>今日，据彭博社报道，南非实验室最新研究显示<b>，接种两剂<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>新冠疫苗对预防奥密克戎有症状感染的有效性只有22.5%，但仍可防止重症。</b>此前，南非非洲健康研究所在本周二发布了测试两剂辉瑞疫苗的研究数据。</p>\n<p>这项研究分析了12名参与者的血浆样本，南非研究人员发现，与感染初代新冠病毒患者体内抗体浓度水平相比，感染奥密克戎患者体内的中和抗体浓度水平下降了约40倍。</p>\n<p>该实验室的研究负责人 Alex Sigal在周五对奥密克戎的逃逸疫苗能力评价称，<b>这实际上损害了疫苗预防感染的保护效力，但仍可防止重症。</b></p>\n<p>值得一提的是，在南非研究人员刚宣布两剂辉瑞疫苗保护效力下降后，辉瑞和BioNTech发布的一项初步实验室研究结果显示，第三针疫苗可以起到针对奥密克戎变种病毒的保护作用，而只有两剂疫苗的有效性则显着降低。</p>\n<p>此外，一位一直在密切关注疫情的独立预测人员最近在推特上分享了一个模型，该模型显示了在被视为奥密克戎爆发的中心的南非城市豪登，<b>感染人数可能已经稳定下来。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f54b03cb974a45a4098ff4fa3c70f810\" tg-width=\"982\" tg-height=\"664\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>该预测人员指出，<b>奥密克戎导致的死亡人数要比德尔塔病毒爆发时的死亡人数少的多。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e20e8e65b14d9c0a694e2ec9f32f3516\" tg-width=\"974\" tg-height=\"906\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></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>才23%！南非研究显示辉瑞疫苗对奥密克戎有效性大幅下降 </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\">\n才23%！南非研究显示辉瑞疫苗对奥密克戎有效性大幅下降 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 10:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3647063><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，据彭博社报道，南非实验室最新研究显示，接种两剂辉瑞新冠疫苗对预防奥密克戎有症状感染的有效性只有22.5%，但仍可防止重症。此前，南非非洲健康研究所在本周二发布了测试两剂辉瑞疫苗的研究数据。\n这项研究分析了12名参与者的血浆样本，南非研究人员发现，与感染初代新冠病毒患者体内抗体浓度水平相比，感染奥密克戎患者体内的中和抗体浓度水平下降了约40倍。\n该实验室的研究负责人 Alex Sigal在周五...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3647063\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"BK4007":"制药","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念","BK4533":"AQR资本管理(全球第二大对冲基金)","PFE":"辉瑞"},"source_url":"https://wallstreetcn.com/articles/3647063","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190186674","content_text":"今日，据彭博社报道，南非实验室最新研究显示，接种两剂辉瑞新冠疫苗对预防奥密克戎有症状感染的有效性只有22.5%，但仍可防止重症。此前，南非非洲健康研究所在本周二发布了测试两剂辉瑞疫苗的研究数据。\n这项研究分析了12名参与者的血浆样本，南非研究人员发现，与感染初代新冠病毒患者体内抗体浓度水平相比，感染奥密克戎患者体内的中和抗体浓度水平下降了约40倍。\n该实验室的研究负责人 Alex Sigal在周五对奥密克戎的逃逸疫苗能力评价称，这实际上损害了疫苗预防感染的保护效力，但仍可防止重症。\n值得一提的是，在南非研究人员刚宣布两剂辉瑞疫苗保护效力下降后，辉瑞和BioNTech发布的一项初步实验室研究结果显示，第三针疫苗可以起到针对奥密克戎变种病毒的保护作用，而只有两剂疫苗的有效性则显着降低。\n此外，一位一直在密切关注疫情的独立预测人员最近在推特上分享了一个模型，该模型显示了在被视为奥密克戎爆发的中心的南非城市豪登，感染人数可能已经稳定下来。\n\n该预测人员指出，奥密克戎导致的死亡人数要比德尔塔病毒爆发时的死亡人数少的多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602072850,"gmtCreate":1638950050216,"gmtModify":1638950985762,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>&nbsp;Pfizer CEO says omicron appears milder but spreads faster and could lead to more Covid mutations.Good or bad news?","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>&nbsp;Pfizer CEO says omicron appears milder but spreads faster and could lead to more Covid mutations.Good or bad news?","text":"$辉瑞(PFE)$ Pfizer CEO says omicron appears milder but spreads faster and could lead to more Covid mutations.Good or bad news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602072850","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603785906,"gmtCreate":1638453401640,"gmtModify":1638511364879,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>虽然sea粗略一看几个business都很有前景，但是Garena的体量已经很大，增长不会太快；电商看上去增长快，但是根本不赚钱，用shopee的都知道，每个国家的市场里可能有80%都是中国的seller，大多数在shopee上买的图的是价格便宜，比如几块钱买个手机壳，这方面根本就赚不了钱，每年的支出也很大一部分是shopee的各种补贴，放眼看去做电商的巨头，有几个是真的是靠电商来赚巨额利润的？基本没有。他的digital wallet可能在印尼那些没有很好移动支付系统的国家还有人用，在新加坡还真没见什么人用，因为digital payment太多种了，没任何优势。","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>虽然sea粗略一看几个business都很有前景，但是Garena的体量已经很大，增长不会太快；电商看上去增长快，但是根本不赚钱，用shopee的都知道，每个国家的市场里可能有80%都是中国的seller，大多数在shopee上买的图的是价格便宜，比如几块钱买个手机壳，这方面根本就赚不了钱，每年的支出也很大一部分是shopee的各种补贴，放眼看去做电商的巨头，有几个是真的是靠电商来赚巨额利润的？基本没有。他的digital wallet可能在印尼那些没有很好移动支付系统的国家还有人用，在新加坡还真没见什么人用，因为digital payment太多种了，没任何优势。","text":"$Sea Ltd(SE)$虽然sea粗略一看几个business都很有前景，但是Garena的体量已经很大，增长不会太快；电商看上去增长快，但是根本不赚钱，用shopee的都知道，每个国家的市场里可能有80%都是中国的seller，大多数在shopee上买的图的是价格便宜，比如几块钱买个手机壳，这方面根本就赚不了钱，每年的支出也很大一部分是shopee的各种补贴，放眼看去做电商的巨头，有几个是真的是靠电商来赚巨额利润的？基本没有。他的digital wallet可能在印尼那些没有很好移动支付系统的国家还有人用，在新加坡还真没见什么人用，因为digital payment太多种了，没任何优势。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/603785906","isVote":1,"tweetType":1,"viewCount":4523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000619","authorId":"9000000000000619","name":"灌饼高手00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"总市值 1,448亿 流通市值 836亿 总股本 5.55亿 流通股本 3.20亿 52周最高 372.70 52周最低 178.80 市盈率 -69.26 市净率 18.60 股息 0 股息收益率 0.00% ROA -7.31% ROE -45.47% 每股收益 -3.77，经营数据说实话，还真的一般。","text":"总市值 1,448亿 流通市值 836亿 总股本 5.55亿 流通股本 3.20亿 52周最高 372.70 52周最低 178.80 市盈率 -69.26 市净率 18.60 股息 0 股息收益率 0.00% ROA -7.31% ROE -45.47% 每股收益 -3.77，经营数据说实话，还真的一般。","html":"总市值 1,448亿 流通市值 836亿 总股本 5.55亿 流通股本 3.20亿 52周最高 372.70 52周最低 178.80 市盈率 -69.26 市净率 18.60 股息 0 股息收益率 0.00% ROA -7.31% ROE -45.47% 每股收益 -3.77，经营数据说实话，还真的一般。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877847458,"gmtCreate":1637918384074,"gmtModify":1637920597023,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy Pfizer..double good news - new covid variant + paxlovid pending for approval!","listText":"Buy Pfizer..double good news - new covid variant + paxlovid pending for approval!","text":"Buy Pfizer..double good news - new covid variant + paxlovid pending for approval!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877847458","repostId":"877198050","repostType":1,"repost":{"id":877198050,"gmtCreate":1637895142866,"gmtModify":1637896554689,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🚀【11月26日】港股科技再度低迷，今天有什么交易计划？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/00950\">$李氏大药厂(00950)$</a> 大涨12%，<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> 等多数上涨，教育股、燃气股内房股、物管股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/00336\">$华宝国际(00336)$</a> 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/00950\">$李氏大药厂(00950)$</a> 大涨12%，<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> 等多数上涨，教育股、燃气股内房股、物管股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/00336\">$华宝国际(00336)$</a> 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，$美团-W(03690)$ 跌超2%，$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，$李氏大药厂(00950)$ 大涨12%，$先声药业(02096)$ 等多数上涨，教育股、燃气股内房股、物管股普涨，$华宝国际(00336)$ 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877198050","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":603785906,"gmtCreate":1638453401640,"gmtModify":1638511364879,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>虽然sea粗略一看几个business都很有前景，但是Garena的体量已经很大，增长不会太快；电商看上去增长快，但是根本不赚钱，用shopee的都知道，每个国家的市场里可能有80%都是中国的seller，大多数在shopee上买的图的是价格便宜，比如几块钱买个手机壳，这方面根本就赚不了钱，每年的支出也很大一部分是shopee的各种补贴，放眼看去做电商的巨头，有几个是真的是靠电商来赚巨额利润的？基本没有。他的digital wallet可能在印尼那些没有很好移动支付系统的国家还有人用，在新加坡还真没见什么人用，因为digital payment太多种了，没任何优势。","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>虽然sea粗略一看几个business都很有前景，但是Garena的体量已经很大，增长不会太快；电商看上去增长快，但是根本不赚钱，用shopee的都知道，每个国家的市场里可能有80%都是中国的seller，大多数在shopee上买的图的是价格便宜，比如几块钱买个手机壳，这方面根本就赚不了钱，每年的支出也很大一部分是shopee的各种补贴，放眼看去做电商的巨头，有几个是真的是靠电商来赚巨额利润的？基本没有。他的digital wallet可能在印尼那些没有很好移动支付系统的国家还有人用，在新加坡还真没见什么人用，因为digital payment太多种了，没任何优势。","text":"$Sea Ltd(SE)$虽然sea粗略一看几个business都很有前景，但是Garena的体量已经很大，增长不会太快；电商看上去增长快，但是根本不赚钱，用shopee的都知道，每个国家的市场里可能有80%都是中国的seller，大多数在shopee上买的图的是价格便宜，比如几块钱买个手机壳，这方面根本就赚不了钱，每年的支出也很大一部分是shopee的各种补贴，放眼看去做电商的巨头，有几个是真的是靠电商来赚巨额利润的？基本没有。他的digital wallet可能在印尼那些没有很好移动支付系统的国家还有人用，在新加坡还真没见什么人用，因为digital payment太多种了，没任何优势。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/603785906","isVote":1,"tweetType":1,"viewCount":4523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000619","authorId":"9000000000000619","name":"灌饼高手00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"总市值 1,448亿 流通市值 836亿 总股本 5.55亿 流通股本 3.20亿 52周最高 372.70 52周最低 178.80 市盈率 -69.26 市净率 18.60 股息 0 股息收益率 0.00% ROA -7.31% ROE -45.47% 每股收益 -3.77，经营数据说实话，还真的一般。","text":"总市值 1,448亿 流通市值 836亿 总股本 5.55亿 流通股本 3.20亿 52周最高 372.70 52周最低 178.80 市盈率 -69.26 市净率 18.60 股息 0 股息收益率 0.00% ROA -7.31% ROE -45.47% 每股收益 -3.77，经营数据说实话，还真的一般。","html":"总市值 1,448亿 流通市值 836亿 总股本 5.55亿 流通股本 3.20亿 52周最高 372.70 52周最低 178.80 市盈率 -69.26 市净率 18.60 股息 0 股息收益率 0.00% ROA -7.31% ROE -45.47% 每股收益 -3.77，经营数据说实话，还真的一般。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877847458,"gmtCreate":1637918384074,"gmtModify":1637920597023,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy Pfizer..double good news - new covid variant + paxlovid pending for approval!","listText":"Buy Pfizer..double good news - new covid variant + paxlovid pending for approval!","text":"Buy Pfizer..double good news - new covid variant + paxlovid pending for approval!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877847458","repostId":"877198050","repostType":1,"repost":{"id":877198050,"gmtCreate":1637895142866,"gmtModify":1637896554689,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🚀【11月26日】港股科技再度低迷，今天有什么交易计划？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/00950\">$李氏大药厂(00950)$</a> 大涨12%，<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> 等多数上涨，教育股、燃气股内房股、物管股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/00336\">$华宝国际(00336)$</a> 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/00950\">$李氏大药厂(00950)$</a> 大涨12%，<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> 等多数上涨，教育股、燃气股内房股、物管股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/00336\">$华宝国际(00336)$</a> 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，$美团-W(03690)$ 跌超2%，$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，$李氏大药厂(00950)$ 大涨12%，$先声药业(02096)$ 等多数上涨，教育股、燃气股内房股、物管股普涨，$华宝国际(00336)$ 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877198050","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693235270,"gmtCreate":1640037569585,"gmtModify":1640037707825,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>financial result in line w estimate but big slide due to the outlook; <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>Q1&nbsp;financial result also in line w expectation but the sliding in Q2 estimate did not affect the stock price, on the contrary, stock&nbsp;increased by 6% post trading… the up n down really determined by market expectation or emotion? [微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>financial result in line w estimate but big slide due to the outlook; <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>Q1&nbsp;financial result also in line w expectation but the sliding in Q2 estimate did not affect the stock price, on the contrary, stock&nbsp;increased by 6% post trading… the up n down really determined by market expectation or emotion? [微笑]&nbsp;","text":"$Adobe(ADBE)$financial result in line w estimate but big slide due to the outlook; $美光科技(MU)$Q1 financial result also in line w expectation but the sliding in Q2 estimate did not affect the stock price, on the contrary, stock increased by 6% post trading… the up n down really determined by market expectation or emotion? [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693235270","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604931892,"gmtCreate":1639301745056,"gmtModify":1639301745056,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这不就是一个礼拜前的新闻了么？12个人的sample size…Pfizer CEO也说了booster能加强多少倍的抵抗力..疫苗过度有效，说明不用再打了…预期收益会降低…疫苗效果不大，会需要更多和frequent的&nbsp;booster…只要疫苗的防重症率高，后面就真和流感一样了…就是打了也一样得，不会重症，口服药治疗 … Paxlovid的apporval和治愈率非常关键.&nbsp;<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>是一直股价被压制的龙头股…","listText":"这不就是一个礼拜前的新闻了么？12个人的sample size…Pfizer CEO也说了booster能加强多少倍的抵抗力..疫苗过度有效，说明不用再打了…预期收益会降低…疫苗效果不大，会需要更多和frequent的&nbsp;booster…只要疫苗的防重症率高，后面就真和流感一样了…就是打了也一样得，不会重症，口服药治疗 … Paxlovid的apporval和治愈率非常关键.&nbsp;<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>是一直股价被压制的龙头股…","text":"这不就是一个礼拜前的新闻了么？12个人的sample size…Pfizer CEO也说了booster能加强多少倍的抵抗力..疫苗过度有效，说明不用再打了…预期收益会降低…疫苗效果不大，会需要更多和frequent的 booster…只要疫苗的防重症率高，后面就真和流感一样了…就是打了也一样得，不会重症，口服药治疗 … Paxlovid的apporval和治愈率非常关键. $辉瑞(PFE)$是一直股价被压制的龙头股…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604931892","repostId":"2190186674","repostType":4,"repost":{"id":"2190186674","pubTimestamp":1639275407,"share":"https://www.laohu8.com/m/news/2190186674?lang=&edition=full","pubTime":"2021-12-12 10:16","market":"us","language":"zh","title":"才23%！南非研究显示辉瑞疫苗对奥密克戎有效性大幅下降 ","url":"https://stock-news.laohu8.com/highlight/detail?id=2190186674","media":"华尔街见闻","summary":"今日，据彭博社报道，南非实验室最新研究显示，接种两剂辉瑞新冠疫苗对预防奥密克戎有症状感染的有效性只有22.5%，但仍可防止重症。此前，南非非洲健康研究所在本周二发布了测试两剂辉瑞疫苗的研究数据。\n这项","content":"<p>今日，据彭博社报道，南非实验室最新研究显示<b>，接种两剂<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>新冠疫苗对预防奥密克戎有症状感染的有效性只有22.5%，但仍可防止重症。</b>此前，南非非洲健康研究所在本周二发布了测试两剂辉瑞疫苗的研究数据。</p>\n<p>这项研究分析了12名参与者的血浆样本，南非研究人员发现，与感染初代新冠病毒患者体内抗体浓度水平相比，感染奥密克戎患者体内的中和抗体浓度水平下降了约40倍。</p>\n<p>该实验室的研究负责人 Alex Sigal在周五对奥密克戎的逃逸疫苗能力评价称，<b>这实际上损害了疫苗预防感染的保护效力，但仍可防止重症。</b></p>\n<p>值得一提的是，在南非研究人员刚宣布两剂辉瑞疫苗保护效力下降后，辉瑞和BioNTech发布的一项初步实验室研究结果显示，第三针疫苗可以起到针对奥密克戎变种病毒的保护作用，而只有两剂疫苗的有效性则显着降低。</p>\n<p>此外，一位一直在密切关注疫情的独立预测人员最近在推特上分享了一个模型，该模型显示了在被视为奥密克戎爆发的中心的南非城市豪登，<b>感染人数可能已经稳定下来。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f54b03cb974a45a4098ff4fa3c70f810\" tg-width=\"982\" tg-height=\"664\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>该预测人员指出，<b>奥密克戎导致的死亡人数要比德尔塔病毒爆发时的死亡人数少的多。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e20e8e65b14d9c0a694e2ec9f32f3516\" tg-width=\"974\" tg-height=\"906\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\n才23%！南非研究显示辉瑞疫苗对奥密克戎有效性大幅下降 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 10:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3647063><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，据彭博社报道，南非实验室最新研究显示，接种两剂辉瑞新冠疫苗对预防奥密克戎有症状感染的有效性只有22.5%，但仍可防止重症。此前，南非非洲健康研究所在本周二发布了测试两剂辉瑞疫苗的研究数据。\n这项研究分析了12名参与者的血浆样本，南非研究人员发现，与感染初代新冠病毒患者体内抗体浓度水平相比，感染奥密克戎患者体内的中和抗体浓度水平下降了约40倍。\n该实验室的研究负责人 Alex Sigal在周五...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3647063\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"BK4007":"制药","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念","BK4533":"AQR资本管理(全球第二大对冲基金)","PFE":"辉瑞"},"source_url":"https://wallstreetcn.com/articles/3647063","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190186674","content_text":"今日，据彭博社报道，南非实验室最新研究显示，接种两剂辉瑞新冠疫苗对预防奥密克戎有症状感染的有效性只有22.5%，但仍可防止重症。此前，南非非洲健康研究所在本周二发布了测试两剂辉瑞疫苗的研究数据。\n这项研究分析了12名参与者的血浆样本，南非研究人员发现，与感染初代新冠病毒患者体内抗体浓度水平相比，感染奥密克戎患者体内的中和抗体浓度水平下降了约40倍。\n该实验室的研究负责人 Alex Sigal在周五对奥密克戎的逃逸疫苗能力评价称，这实际上损害了疫苗预防感染的保护效力，但仍可防止重症。\n值得一提的是，在南非研究人员刚宣布两剂辉瑞疫苗保护效力下降后，辉瑞和BioNTech发布的一项初步实验室研究结果显示，第三针疫苗可以起到针对奥密克戎变种病毒的保护作用，而只有两剂疫苗的有效性则显着降低。\n此外，一位一直在密切关注疫情的独立预测人员最近在推特上分享了一个模型，该模型显示了在被视为奥密克戎爆发的中心的南非城市豪登，感染人数可能已经稳定下来。\n\n该预测人员指出，奥密克戎导致的死亡人数要比德尔塔病毒爆发时的死亡人数少的多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602072850,"gmtCreate":1638950050216,"gmtModify":1638950985762,"author":{"id":"3573899134924820","authorId":"3573899134924820","name":"Damon_Zhang","avatar":"https://static.tigerbbs.com/8794e72a739fb80f63f9c14c36e83480","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>&nbsp;Pfizer CEO says omicron appears milder but spreads faster and could lead to more Covid mutations.Good or bad news?","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>&nbsp;Pfizer CEO says omicron appears milder but spreads faster and could lead to more Covid mutations.Good or bad news?","text":"$辉瑞(PFE)$ Pfizer CEO says omicron appears milder but spreads faster and could lead to more Covid mutations.Good or bad news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602072850","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}