+关注
chundonglin
暂无个人介绍
IP属地：北京
356
关注
5
粉丝
4
主题
0
勋章
主贴
热门
chundonglin
2021-03-16
大家每天签到领积分吗？
chundonglin
2021-03-30
小米要造车，天呐，我觉得很难，都在想造车，但是成功的没几个，希望不是下一个乐视！
chundonglin
2021-05-02
人们的心态
chundonglin
2021-05-02
五二节快乐
chundonglin
2021-04-14
tirx坑了
chundonglin
2021-04-10
一晚上一顿操作
chundonglin
2021-04-05
思考人生，规划规划
chundonglin
2021-05-18
02618来了
chundonglin
2021-05-09
周末休息一下
chundonglin
2021-04-18
周末睡个好觉
chundonglin
2021-04-15
高点买入 跌惨了
chundonglin
2021-04-06
新的一天开始
chundonglin
2021-04-04
清明节假期
chundonglin
2021-04-03
大家清明扫墓了吗
chundonglin
2021-07-26
👌
@贾永吉:2021上半年投资总结
chundonglin
2021-06-24
对
@机构有话说:欧佩克+增产板上钉钉？耶伦和卡普兰的观点出现明显分歧
chundonglin
2021-06-24
哎 晋级之路
chundonglin
2021-06-23
赔赔赔，没头了
chundonglin
2021-06-20
已
@价值投资为王:奈雪的茶估值贵吗？会不会破发？
chundonglin
2021-06-14
端午节假期
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3575596357533629","uuid":"3575596357533629","gmtCreate":1612506231922,"gmtModify":1612776956120,"name":"chundonglin","pinyin":"chundonglin","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":356,"tweetSize":49,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":800311487,"gmtCreate":1627277570849,"gmtModify":1627277570849,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800311487","repostId":"172116065","repostType":1,"repost":{"id":172116065,"gmtCreate":1626943854757,"gmtModify":1627258289455,"author":{"id":"3556793144051557","authorId":"3556793144051557","name":"贾永吉","avatar":"https://static.tigerbbs.com/b0a84a80548a4e2b13bb7d3ec46b4b9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556793144051557","idStr":"3556793144051557"},"themes":[],"title":"2021上半年投资总结","htmlText":"2021上半年总结分别为打新、炒股、期权，按三部分分析：打新：上半年港股打新，全部陪跑，中签为零，运气这种玄学真的挺难的，并且对于市场的预期也是偏离了我以往的认知。时代天使这票不仅仅是运势还和自己的资金量有关系，这种热票，就是上大乙组的，无奈，资金有限，还得安排后面的票，所以也是落空，暗盘走势也高，没有冒险追击，结果也是创出新高，一首《凉凉》送给自己，总之对于上半年打新，颗粒无收。炒股：昊海生科、37.3入手，对于医美这块赛道、行业是非常看好的，只要价格合适，公司基本面不错，就果断入手，不过没有长拿，76.8卖出，只买了30%的资金量，结果卖出后，一路飞涨，内心也是满足的，没有亏损就是赢，保持知足常乐！医渡科技：做了波断线操作，具体价格就不说了，没有把握的事建议尽量不要尝试，我这次也是有惊无险，盈利16%，落袋为安。小米：分别做T，主要是没有遇到什么新股，正好利好消息刚出，公司也给力，不过这股也是来自圈内的一位大佬的提点，等到季报一出，果断卖掉，不留恋、不恋战，感谢这位大佬。期权：做期权呢主要因为也是搏收益，其实对期权的知识比较匮乏，学的少，忘的快，然后边学习边实践，买了药明生物、药明康德还有腾讯，前两个药明超预期，小赚两笔，腾讯就不那么友好了，马上到行权日也没有开涨，最后止损割肉，对于期权呢是有一部分赌性的，结果也是一样，逢赌必输，主要原因还是自己的知识掌握的不够，还有对于心态的把握，还有市场对正股期望及评价，还有整个公司的经营理念及商业布局都有包括。对于下半年，主攻期权，然后正股、打新，对于打新，大热票，能上乙组，绝不小甲，剩下的按股票质地，市场冷热及资金量的程度安排，希望下半年好运爆棚，惊喜连连。","listText":"2021上半年总结分别为打新、炒股、期权，按三部分分析：打新：上半年港股打新，全部陪跑，中签为零，运气这种玄学真的挺难的，并且对于市场的预期也是偏离了我以往的认知。时代天使这票不仅仅是运势还和自己的资金量有关系，这种热票，就是上大乙组的，无奈，资金有限，还得安排后面的票，所以也是落空，暗盘走势也高，没有冒险追击，结果也是创出新高，一首《凉凉》送给自己，总之对于上半年打新，颗粒无收。炒股：昊海生科、37.3入手，对于医美这块赛道、行业是非常看好的，只要价格合适，公司基本面不错，就果断入手，不过没有长拿，76.8卖出，只买了30%的资金量，结果卖出后，一路飞涨，内心也是满足的，没有亏损就是赢，保持知足常乐！医渡科技：做了波断线操作，具体价格就不说了，没有把握的事建议尽量不要尝试，我这次也是有惊无险，盈利16%，落袋为安。小米：分别做T，主要是没有遇到什么新股，正好利好消息刚出，公司也给力，不过这股也是来自圈内的一位大佬的提点，等到季报一出，果断卖掉，不留恋、不恋战，感谢这位大佬。期权：做期权呢主要因为也是搏收益，其实对期权的知识比较匮乏，学的少，忘的快，然后边学习边实践，买了药明生物、药明康德还有腾讯，前两个药明超预期，小赚两笔，腾讯就不那么友好了，马上到行权日也没有开涨，最后止损割肉，对于期权呢是有一部分赌性的，结果也是一样，逢赌必输，主要原因还是自己的知识掌握的不够，还有对于心态的把握，还有市场对正股期望及评价，还有整个公司的经营理念及商业布局都有包括。对于下半年，主攻期权，然后正股、打新，对于打新，大热票，能上乙组，绝不小甲，剩下的按股票质地，市场冷热及资金量的程度安排，希望下半年好运爆棚，惊喜连连。","text":"2021上半年总结分别为打新、炒股、期权，按三部分分析：打新：上半年港股打新，全部陪跑，中签为零，运气这种玄学真的挺难的，并且对于市场的预期也是偏离了我以往的认知。时代天使这票不仅仅是运势还和自己的资金量有关系，这种热票，就是上大乙组的，无奈，资金有限，还得安排后面的票，所以也是落空，暗盘走势也高，没有冒险追击，结果也是创出新高，一首《凉凉》送给自己，总之对于上半年打新，颗粒无收。炒股：昊海生科、37.3入手，对于医美这块赛道、行业是非常看好的，只要价格合适，公司基本面不错，就果断入手，不过没有长拿，76.8卖出，只买了30%的资金量，结果卖出后，一路飞涨，内心也是满足的，没有亏损就是赢，保持知足常乐！医渡科技：做了波断线操作，具体价格就不说了，没有把握的事建议尽量不要尝试，我这次也是有惊无险，盈利16%，落袋为安。小米：分别做T，主要是没有遇到什么新股，正好利好消息刚出，公司也给力，不过这股也是来自圈内的一位大佬的提点，等到季报一出，果断卖掉，不留恋、不恋战，感谢这位大佬。期权：做期权呢主要因为也是搏收益，其实对期权的知识比较匮乏，学的少，忘的快，然后边学习边实践，买了药明生物、药明康德还有腾讯，前两个药明超预期，小赚两笔，腾讯就不那么友好了，马上到行权日也没有开涨，最后止损割肉，对于期权呢是有一部分赌性的，结果也是一样，逢赌必输，主要原因还是自己的知识掌握的不够，还有对于心态的把握，还有市场对正股期望及评价，还有整个公司的经营理念及商业布局都有包括。对于下半年，主攻期权，然后正股、打新，对于打新，大热票，能上乙组，绝不小甲，剩下的按股票质地，市场冷热及资金量的程度安排，希望下半年好运爆棚，惊喜连连。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172116065","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128209206,"gmtCreate":1624516313305,"gmtModify":1624516313305,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"对","listText":"对","text":"对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128209206","repostId":"128110642","repostType":1,"repost":{"id":128110642,"gmtCreate":1624505402883,"gmtModify":1624511337857,"author":{"id":"126199392658083","authorId":"126199392658083","name":"机构有话说","avatar":"https://static.tigerbbs.com/d8a79f8da6559cae9d644c1c24d24737","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"126199392658083","idStr":"126199392658083"},"themes":[],"title":"欧佩克+增产板上钉钉？耶伦和卡普兰的观点出现明显分歧","htmlText":"最新期货市场情报梳理： 欧佩克+正考虑在下周召开会议时，将该组织的原油日产量提高约50万桶，并且有可能在接下来的几个月里保持相似的增产量，这将小幅提振全球原油供应。 欧佩克+此前已同意将5月至7月的产量总共提高大约200万桶/天，该组织将于7月1日举行下一次会议，讨论未来几个月的产量政策。但代表们也表示，欧佩克+对增产的态度十分谨慎，因为他们担心全球经济复苏不平衡导致需求不确定。 昨晚公布的最新EIA库存报告显示，上周美国原油库存减少761.4万桶至4.591亿桶，减少1.6%；产量减少10万桶至1110万桶/日。 此外，美国6月Markit制造业PMI初值62.6，创历史新高。截至今日凌晨收盘，美股标普500指数跌0.11%，欧洲Stoxx50指数跌0.91%，美元指数涨0.10%。外盘商品期货方面，WTI原油涨0.27%，Brent原油涨0.89%，CME铜涨2.07%，LME铜涨2.36%，LME铝涨0.33%，LME锌涨1.28%，LME镍涨1.47%，黄金跌0.01%，白银涨0.39%。 耶伦：2021年年底美国的通胀率将低于5% 北京时间6月24日凌晨，美国财长耶伦表示，2021年年底美国的通胀率将低于5%，美联储的超额准备金利率（IOER）调整是技术性调整。美联储明确表示，货币政策立场丝毫没有改变。此外，被问及接近债务上限的最后期限时，耶伦表示，国家债务违约应被视为是“不可想象的”，敦促在接近最后期限前提高或暂停债务上限。并表示，美国可能在8月达到债务违约点。 美联储官员卡普兰表示，预计美联储将在2022年首次加息，2022年通胀将有所缓和，但范围会扩大。预计2021年PCE通胀将为3.4%，2022年将放缓至2.4%。美国经济可能比人们预期的更早达到美联储缩减资产购买规模的门槛。 国家发改委持续关注大宗商品保供稳价问题 监管层一直在关注大宗商品过快上涨带来的","listText":"最新期货市场情报梳理： 欧佩克+正考虑在下周召开会议时，将该组织的原油日产量提高约50万桶，并且有可能在接下来的几个月里保持相似的增产量，这将小幅提振全球原油供应。 欧佩克+此前已同意将5月至7月的产量总共提高大约200万桶/天，该组织将于7月1日举行下一次会议，讨论未来几个月的产量政策。但代表们也表示，欧佩克+对增产的态度十分谨慎，因为他们担心全球经济复苏不平衡导致需求不确定。 昨晚公布的最新EIA库存报告显示，上周美国原油库存减少761.4万桶至4.591亿桶，减少1.6%；产量减少10万桶至1110万桶/日。 此外，美国6月Markit制造业PMI初值62.6，创历史新高。截至今日凌晨收盘，美股标普500指数跌0.11%，欧洲Stoxx50指数跌0.91%，美元指数涨0.10%。外盘商品期货方面，WTI原油涨0.27%，Brent原油涨0.89%，CME铜涨2.07%，LME铜涨2.36%，LME铝涨0.33%，LME锌涨1.28%，LME镍涨1.47%，黄金跌0.01%，白银涨0.39%。 耶伦：2021年年底美国的通胀率将低于5% 北京时间6月24日凌晨，美国财长耶伦表示，2021年年底美国的通胀率将低于5%，美联储的超额准备金利率（IOER）调整是技术性调整。美联储明确表示，货币政策立场丝毫没有改变。此外，被问及接近债务上限的最后期限时，耶伦表示，国家债务违约应被视为是“不可想象的”，敦促在接近最后期限前提高或暂停债务上限。并表示，美国可能在8月达到债务违约点。 美联储官员卡普兰表示，预计美联储将在2022年首次加息，2022年通胀将有所缓和，但范围会扩大。预计2021年PCE通胀将为3.4%，2022年将放缓至2.4%。美国经济可能比人们预期的更早达到美联储缩减资产购买规模的门槛。 国家发改委持续关注大宗商品保供稳价问题 监管层一直在关注大宗商品过快上涨带来的","text":"最新期货市场情报梳理： 欧佩克+正考虑在下周召开会议时，将该组织的原油日产量提高约50万桶，并且有可能在接下来的几个月里保持相似的增产量，这将小幅提振全球原油供应。 欧佩克+此前已同意将5月至7月的产量总共提高大约200万桶/天，该组织将于7月1日举行下一次会议，讨论未来几个月的产量政策。但代表们也表示，欧佩克+对增产的态度十分谨慎，因为他们担心全球经济复苏不平衡导致需求不确定。 昨晚公布的最新EIA库存报告显示，上周美国原油库存减少761.4万桶至4.591亿桶，减少1.6%；产量减少10万桶至1110万桶/日。 此外，美国6月Markit制造业PMI初值62.6，创历史新高。截至今日凌晨收盘，美股标普500指数跌0.11%，欧洲Stoxx50指数跌0.91%，美元指数涨0.10%。外盘商品期货方面，WTI原油涨0.27%，Brent原油涨0.89%，CME铜涨2.07%，LME铜涨2.36%，LME铝涨0.33%，LME锌涨1.28%，LME镍涨1.47%，黄金跌0.01%，白银涨0.39%。 耶伦：2021年年底美国的通胀率将低于5% 北京时间6月24日凌晨，美国财长耶伦表示，2021年年底美国的通胀率将低于5%，美联储的超额准备金利率（IOER）调整是技术性调整。美联储明确表示，货币政策立场丝毫没有改变。此外，被问及接近债务上限的最后期限时，耶伦表示，国家债务违约应被视为是“不可想象的”，敦促在接近最后期限前提高或暂停债务上限。并表示，美国可能在8月达到债务违约点。 美联储官员卡普兰表示，预计美联储将在2022年首次加息，2022年通胀将有所缓和，但范围会扩大。预计2021年PCE通胀将为3.4%，2022年将放缓至2.4%。美国经济可能比人们预期的更早达到美联储缩减资产购买规模的门槛。 国家发改委持续关注大宗商品保供稳价问题 监管层一直在关注大宗商品过快上涨带来的","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128110642","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128209162,"gmtCreate":1624516295156,"gmtModify":1624516295156,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"哎 晋级之路","listText":"哎 晋级之路","text":"哎 晋级之路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128209162","isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123190260,"gmtCreate":1624411186050,"gmtModify":1624411186050,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"赔赔赔，没头了","listText":"赔赔赔，没头了","text":"赔赔赔，没头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123190260","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164078593,"gmtCreate":1624163259012,"gmtModify":1624163259012,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"已","listText":"已","text":"已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164078593","repostId":"166832841","repostType":1,"repost":{"id":166832841,"gmtCreate":1624000957779,"gmtModify":1624011760435,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"奈雪的茶估值贵吗？会不会破发？","htmlText":"奈雪今日开始招股，不同于时代天使，网上抵制奈雪的声音较多，主要理由有几个： 1. 奶茶品类竞争者众，奈雪不是老大。 高端现制奶茶目前的老大是喜茶，虽未上市，但喜茶主打小店，盈利能力略胜一筹，加上营销力不错，奈雪只能当老二。 除了喜茶和奈雪之外，茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类，但是一个没有门槛的品类，在商业赛道上，奈雪败了一道！ 2. 奈雪产品贵，但公司还在亏损。 一杯奶茶要25元+，卖的这么贵，消费者想当然认为这是一个暴利生意，但奈雪却连年亏损。 3. 340亿港币市值有点高！ 赛道上的缺陷，加上作为奶茶第一股，奈雪没有可以对标的公司，因此，多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看，奈雪这次引入的多是基金公司，确实没有实力靠前的机构，与喜茶腾讯、IDG和高瓴的阵容相比，确实差了些。 那奈雪的茶到底值不值得打新？首日又会不会破发？ 没有同行上市，因此，比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股，PE在上市之后不久达到97倍，资本市场认为咖啡赛道极佳，加上门店快速扩张，估值一路上行。 在2001年，星巴克大举扩张海外，打开市场想象空间，估值最高达到141PE。 金融危机之后，星巴克的快速扩张告一段落，营收增速下滑，估值维持在30倍左右。 从星巴克发展历程看，在高速扩张阶段，公司估值将明显偏高，犹如奈雪的茶当下的定位。 根据奈雪的计划，其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店，且预期在2023年新开设的数量不低于2022年。 也即是说，未来2年，奈雪将处于高速扩张期间，估值恐将保持在高位。 由于奈雪尚未盈利，因此采用PS估值做对比，奈雪假设2021年店铺数量能达到791家，营收粗略估计为50亿人民币，则PS估值为5.6倍","listText":"奈雪今日开始招股，不同于时代天使，网上抵制奈雪的声音较多，主要理由有几个： 1. 奶茶品类竞争者众，奈雪不是老大。 高端现制奶茶目前的老大是喜茶，虽未上市，但喜茶主打小店，盈利能力略胜一筹，加上营销力不错，奈雪只能当老二。 除了喜茶和奈雪之外，茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类，但是一个没有门槛的品类，在商业赛道上，奈雪败了一道！ 2. 奈雪产品贵，但公司还在亏损。 一杯奶茶要25元+，卖的这么贵，消费者想当然认为这是一个暴利生意，但奈雪却连年亏损。 3. 340亿港币市值有点高！ 赛道上的缺陷，加上作为奶茶第一股，奈雪没有可以对标的公司，因此，多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看，奈雪这次引入的多是基金公司，确实没有实力靠前的机构，与喜茶腾讯、IDG和高瓴的阵容相比，确实差了些。 那奈雪的茶到底值不值得打新？首日又会不会破发？ 没有同行上市，因此，比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股，PE在上市之后不久达到97倍，资本市场认为咖啡赛道极佳，加上门店快速扩张，估值一路上行。 在2001年，星巴克大举扩张海外，打开市场想象空间，估值最高达到141PE。 金融危机之后，星巴克的快速扩张告一段落，营收增速下滑，估值维持在30倍左右。 从星巴克发展历程看，在高速扩张阶段，公司估值将明显偏高，犹如奈雪的茶当下的定位。 根据奈雪的计划，其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店，且预期在2023年新开设的数量不低于2022年。 也即是说，未来2年，奈雪将处于高速扩张期间，估值恐将保持在高位。 由于奈雪尚未盈利，因此采用PS估值做对比，奈雪假设2021年店铺数量能达到791家，营收粗略估计为50亿人民币，则PS估值为5.6倍","text":"奈雪今日开始招股，不同于时代天使，网上抵制奈雪的声音较多，主要理由有几个： 1. 奶茶品类竞争者众，奈雪不是老大。 高端现制奶茶目前的老大是喜茶，虽未上市，但喜茶主打小店，盈利能力略胜一筹，加上营销力不错，奈雪只能当老二。 除了喜茶和奈雪之外，茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类，但是一个没有门槛的品类，在商业赛道上，奈雪败了一道！ 2. 奈雪产品贵，但公司还在亏损。 一杯奶茶要25元+，卖的这么贵，消费者想当然认为这是一个暴利生意，但奈雪却连年亏损。 3. 340亿港币市值有点高！ 赛道上的缺陷，加上作为奶茶第一股，奈雪没有可以对标的公司，因此，多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看，奈雪这次引入的多是基金公司，确实没有实力靠前的机构，与喜茶腾讯、IDG和高瓴的阵容相比，确实差了些。 那奈雪的茶到底值不值得打新？首日又会不会破发？ 没有同行上市，因此，比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股，PE在上市之后不久达到97倍，资本市场认为咖啡赛道极佳，加上门店快速扩张，估值一路上行。 在2001年，星巴克大举扩张海外，打开市场想象空间，估值最高达到141PE。 金融危机之后，星巴克的快速扩张告一段落，营收增速下滑，估值维持在30倍左右。 从星巴克发展历程看，在高速扩张阶段，公司估值将明显偏高，犹如奈雪的茶当下的定位。 根据奈雪的计划，其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店，且预期在2023年新开设的数量不低于2022年。 也即是说，未来2年，奈雪将处于高速扩张期间，估值恐将保持在高位。 由于奈雪尚未盈利，因此采用PS估值做对比，奈雪假设2021年店铺数量能达到791家，营收粗略估计为50亿人民币，则PS估值为5.6倍","images":[{"img":"https://static.tigerbbs.com/0602f9b0b131c3f485964c48175e2be5","width":"945","height":"525"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166832841","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185816047,"gmtCreate":1623640726689,"gmtModify":1623640726689,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"端午节假期","listText":"端午节假期","text":"端午节假期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185816047","isVote":1,"tweetType":1,"viewCount":1879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182367399,"gmtCreate":1623554539611,"gmtModify":1623554539611,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"周天气人😡","listText":"周天气人😡","text":"周天气人😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182367399","isVote":1,"tweetType":1,"viewCount":2168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186060457,"gmtCreate":1623465501879,"gmtModify":1623465501879,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"周六陪娃上学","listText":"周六陪娃上学","text":"周六陪娃上学","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186060457","isVote":1,"tweetType":1,"viewCount":2258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117800865,"gmtCreate":1623126816057,"gmtModify":1623126816057,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"你好大家好","listText":"你好大家好","text":"你好大家好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117800865","isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112132372,"gmtCreate":1622855008196,"gmtModify":1622855008196,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"周末休息 下周再战","listText":"周末休息 下周再战","text":"周末休息 下周再战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/112132372","isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116924785,"gmtCreate":1622770828347,"gmtModify":1622770828347,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"新的一天 周五","listText":"新的一天 周五","text":"新的一天 周五","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116924785","isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113102475,"gmtCreate":1622596535697,"gmtModify":1622596535697,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"只要我躺得足够平，资本家的镰刀就永远割不到我[得意]","listText":"只要我躺得足够平，资本家的镰刀就永远割不到我[得意]","text":"只要我躺得足够平，资本家的镰刀就永远割不到我[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113102475","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119032887,"gmtCreate":1622508015949,"gmtModify":1622508015949,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"周二开市卖吗","listText":"周二开市卖吗","text":"周二开市卖吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119032887","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137719187,"gmtCreate":1622389790049,"gmtModify":1622389790049,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"内卷与躺平","listText":"内卷与躺平","text":"内卷与躺平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137719187","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":134547901,"gmtCreate":1622250845003,"gmtModify":1622250845003,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"周末愉快大家","listText":"周末愉快大家","text":"周末愉快大家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134547901","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130503050,"gmtCreate":1621555246770,"gmtModify":1621555246770,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"昨天回血一点","listText":"昨天回血一点","text":"昨天回血一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130503050","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194251143,"gmtCreate":1621383957082,"gmtModify":1621383957082,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"中概有所抬头？","listText":"中概有所抬头？","text":"中概有所抬头？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194251143","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195537832,"gmtCreate":1621301157826,"gmtModify":1621301157826,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"02618来了","listText":"02618来了","text":"02618来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195537832","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190008447,"gmtCreate":1620547346489,"gmtModify":1620547346489,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"周末休息一下","listText":"周末休息一下","text":"周末休息一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190008447","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102300390,"gmtCreate":1620175598410,"gmtModify":1620175598410,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575596357533629","idStr":"3575596357533629"},"themes":[],"htmlText":"假期即将结束","listText":"假期即将结束","text":"假期即将结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102300390","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":325051274,"gmtCreate":1615853286098,"gmtModify":1703493937172,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"大家每天签到领积分吗？","listText":"大家每天签到领积分吗？","text":"大家每天签到领积分吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/325051274","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"content":"坚持领挺好","text":"坚持领挺好","html":"坚持领挺好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354099785,"gmtCreate":1617111358747,"gmtModify":1617111358747,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"小米要造车，天呐，我觉得很难，都在想造车，但是成功的没几个，希望不是下一个乐视！","listText":"小米要造车，天呐，我觉得很难，都在想造车，但是成功的没几个，希望不是下一个乐视！","text":"小米要造车，天呐，我觉得很难，都在想造车，但是成功的没几个，希望不是下一个乐视！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354099785","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101214356,"gmtCreate":1619916387875,"gmtModify":1619916387875,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"人们的心态","listText":"人们的心态","text":"人们的心态","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101214356","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101215870,"gmtCreate":1619916349190,"gmtModify":1619916349190,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"五二节快乐","listText":"五二节快乐","text":"五二节快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101215870","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345461763,"gmtCreate":1618331232952,"gmtModify":1618331232952,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"tirx坑了","listText":"tirx坑了","text":"tirx坑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345461763","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346821257,"gmtCreate":1618022536479,"gmtModify":1618022536479,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"一晚上一顿操作","listText":"一晚上一顿操作","text":"一晚上一顿操作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346821257","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349101914,"gmtCreate":1617573085438,"gmtModify":1617573085438,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"思考人生，规划规划","listText":"思考人生，规划规划","text":"思考人生，规划规划","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349101914","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195537832,"gmtCreate":1621301157826,"gmtModify":1621301157826,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"02618来了","listText":"02618来了","text":"02618来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195537832","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190008447,"gmtCreate":1620547346489,"gmtModify":1620547346489,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"周末休息一下","listText":"周末休息一下","text":"周末休息一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190008447","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379236112,"gmtCreate":1618742084436,"gmtModify":1618742084436,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"周末睡个好觉","listText":"周末睡个好觉","text":"周末睡个好觉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379236112","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347660825,"gmtCreate":1618493711367,"gmtModify":1618493711367,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"高点买入 跌惨了","listText":"高点买入 跌惨了","text":"高点买入 跌惨了","images":[{"img":"https://static.tigerbbs.com/7627a67c85c0589a38527b14cddcbf5d","width":"1125","height":"3600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347660825","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343097450,"gmtCreate":1617660450370,"gmtModify":1617660450370,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"新的一天开始","listText":"新的一天开始","text":"新的一天开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343097450","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349959644,"gmtCreate":1617526359888,"gmtModify":1617526359888,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"清明节假期","listText":"清明节假期","text":"清明节假期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349959644","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340484269,"gmtCreate":1617453548351,"gmtModify":1617453548351,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"大家清明扫墓了吗","listText":"大家清明扫墓了吗","text":"大家清明扫墓了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340484269","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800311487,"gmtCreate":1627277570849,"gmtModify":1627277570849,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800311487","repostId":"172116065","repostType":1,"repost":{"id":172116065,"gmtCreate":1626943854757,"gmtModify":1627258289455,"author":{"id":"3556793144051557","authorId":"3556793144051557","name":"贾永吉","avatar":"https://static.tigerbbs.com/b0a84a80548a4e2b13bb7d3ec46b4b9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556793144051557","authorIdStr":"3556793144051557"},"themes":[],"title":"2021上半年投资总结","htmlText":"2021上半年总结分别为打新、炒股、期权，按三部分分析：打新：上半年港股打新，全部陪跑，中签为零，运气这种玄学真的挺难的，并且对于市场的预期也是偏离了我以往的认知。时代天使这票不仅仅是运势还和自己的资金量有关系，这种热票，就是上大乙组的，无奈，资金有限，还得安排后面的票，所以也是落空，暗盘走势也高，没有冒险追击，结果也是创出新高，一首《凉凉》送给自己，总之对于上半年打新，颗粒无收。炒股：昊海生科、37.3入手，对于医美这块赛道、行业是非常看好的，只要价格合适，公司基本面不错，就果断入手，不过没有长拿，76.8卖出，只买了30%的资金量，结果卖出后，一路飞涨，内心也是满足的，没有亏损就是赢，保持知足常乐！医渡科技：做了波断线操作，具体价格就不说了，没有把握的事建议尽量不要尝试，我这次也是有惊无险，盈利16%，落袋为安。小米：分别做T，主要是没有遇到什么新股，正好利好消息刚出，公司也给力，不过这股也是来自圈内的一位大佬的提点，等到季报一出，果断卖掉，不留恋、不恋战，感谢这位大佬。期权：做期权呢主要因为也是搏收益，其实对期权的知识比较匮乏，学的少，忘的快，然后边学习边实践，买了药明生物、药明康德还有腾讯，前两个药明超预期，小赚两笔，腾讯就不那么友好了，马上到行权日也没有开涨，最后止损割肉，对于期权呢是有一部分赌性的，结果也是一样，逢赌必输，主要原因还是自己的知识掌握的不够，还有对于心态的把握，还有市场对正股期望及评价，还有整个公司的经营理念及商业布局都有包括。对于下半年，主攻期权，然后正股、打新，对于打新，大热票，能上乙组，绝不小甲，剩下的按股票质地，市场冷热及资金量的程度安排，希望下半年好运爆棚，惊喜连连。","listText":"2021上半年总结分别为打新、炒股、期权，按三部分分析：打新：上半年港股打新，全部陪跑，中签为零，运气这种玄学真的挺难的，并且对于市场的预期也是偏离了我以往的认知。时代天使这票不仅仅是运势还和自己的资金量有关系，这种热票，就是上大乙组的，无奈，资金有限，还得安排后面的票，所以也是落空，暗盘走势也高，没有冒险追击，结果也是创出新高，一首《凉凉》送给自己，总之对于上半年打新，颗粒无收。炒股：昊海生科、37.3入手，对于医美这块赛道、行业是非常看好的，只要价格合适，公司基本面不错，就果断入手，不过没有长拿，76.8卖出，只买了30%的资金量，结果卖出后，一路飞涨，内心也是满足的，没有亏损就是赢，保持知足常乐！医渡科技：做了波断线操作，具体价格就不说了，没有把握的事建议尽量不要尝试，我这次也是有惊无险，盈利16%，落袋为安。小米：分别做T，主要是没有遇到什么新股，正好利好消息刚出，公司也给力，不过这股也是来自圈内的一位大佬的提点，等到季报一出，果断卖掉，不留恋、不恋战，感谢这位大佬。期权：做期权呢主要因为也是搏收益，其实对期权的知识比较匮乏，学的少，忘的快，然后边学习边实践，买了药明生物、药明康德还有腾讯，前两个药明超预期，小赚两笔，腾讯就不那么友好了，马上到行权日也没有开涨，最后止损割肉，对于期权呢是有一部分赌性的，结果也是一样，逢赌必输，主要原因还是自己的知识掌握的不够，还有对于心态的把握，还有市场对正股期望及评价，还有整个公司的经营理念及商业布局都有包括。对于下半年，主攻期权，然后正股、打新，对于打新，大热票，能上乙组，绝不小甲，剩下的按股票质地，市场冷热及资金量的程度安排，希望下半年好运爆棚，惊喜连连。","text":"2021上半年总结分别为打新、炒股、期权，按三部分分析：打新：上半年港股打新，全部陪跑，中签为零，运气这种玄学真的挺难的，并且对于市场的预期也是偏离了我以往的认知。时代天使这票不仅仅是运势还和自己的资金量有关系，这种热票，就是上大乙组的，无奈，资金有限，还得安排后面的票，所以也是落空，暗盘走势也高，没有冒险追击，结果也是创出新高，一首《凉凉》送给自己，总之对于上半年打新，颗粒无收。炒股：昊海生科、37.3入手，对于医美这块赛道、行业是非常看好的，只要价格合适，公司基本面不错，就果断入手，不过没有长拿，76.8卖出，只买了30%的资金量，结果卖出后，一路飞涨，内心也是满足的，没有亏损就是赢，保持知足常乐！医渡科技：做了波断线操作，具体价格就不说了，没有把握的事建议尽量不要尝试，我这次也是有惊无险，盈利16%，落袋为安。小米：分别做T，主要是没有遇到什么新股，正好利好消息刚出，公司也给力，不过这股也是来自圈内的一位大佬的提点，等到季报一出，果断卖掉，不留恋、不恋战，感谢这位大佬。期权：做期权呢主要因为也是搏收益，其实对期权的知识比较匮乏，学的少，忘的快，然后边学习边实践，买了药明生物、药明康德还有腾讯，前两个药明超预期，小赚两笔，腾讯就不那么友好了，马上到行权日也没有开涨，最后止损割肉，对于期权呢是有一部分赌性的，结果也是一样，逢赌必输，主要原因还是自己的知识掌握的不够，还有对于心态的把握，还有市场对正股期望及评价，还有整个公司的经营理念及商业布局都有包括。对于下半年，主攻期权，然后正股、打新，对于打新，大热票，能上乙组，绝不小甲，剩下的按股票质地，市场冷热及资金量的程度安排，希望下半年好运爆棚，惊喜连连。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172116065","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128209206,"gmtCreate":1624516313305,"gmtModify":1624516313305,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"对","listText":"对","text":"对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128209206","repostId":"128110642","repostType":1,"repost":{"id":128110642,"gmtCreate":1624505402883,"gmtModify":1624511337857,"author":{"id":"126199392658083","authorId":"126199392658083","name":"机构有话说","avatar":"https://static.tigerbbs.com/d8a79f8da6559cae9d644c1c24d24737","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"126199392658083","authorIdStr":"126199392658083"},"themes":[],"title":"欧佩克+增产板上钉钉？耶伦和卡普兰的观点出现明显分歧","htmlText":"最新期货市场情报梳理： 欧佩克+正考虑在下周召开会议时，将该组织的原油日产量提高约50万桶，并且有可能在接下来的几个月里保持相似的增产量，这将小幅提振全球原油供应。 欧佩克+此前已同意将5月至7月的产量总共提高大约200万桶/天，该组织将于7月1日举行下一次会议，讨论未来几个月的产量政策。但代表们也表示，欧佩克+对增产的态度十分谨慎，因为他们担心全球经济复苏不平衡导致需求不确定。 昨晚公布的最新EIA库存报告显示，上周美国原油库存减少761.4万桶至4.591亿桶，减少1.6%；产量减少10万桶至1110万桶/日。 此外，美国6月Markit制造业PMI初值62.6，创历史新高。截至今日凌晨收盘，美股标普500指数跌0.11%，欧洲Stoxx50指数跌0.91%，美元指数涨0.10%。外盘商品期货方面，WTI原油涨0.27%，Brent原油涨0.89%，CME铜涨2.07%，LME铜涨2.36%，LME铝涨0.33%，LME锌涨1.28%，LME镍涨1.47%，黄金跌0.01%，白银涨0.39%。 耶伦：2021年年底美国的通胀率将低于5% 北京时间6月24日凌晨，美国财长耶伦表示，2021年年底美国的通胀率将低于5%，美联储的超额准备金利率（IOER）调整是技术性调整。美联储明确表示，货币政策立场丝毫没有改变。此外，被问及接近债务上限的最后期限时，耶伦表示，国家债务违约应被视为是“不可想象的”，敦促在接近最后期限前提高或暂停债务上限。并表示，美国可能在8月达到债务违约点。 美联储官员卡普兰表示，预计美联储将在2022年首次加息，2022年通胀将有所缓和，但范围会扩大。预计2021年PCE通胀将为3.4%，2022年将放缓至2.4%。美国经济可能比人们预期的更早达到美联储缩减资产购买规模的门槛。 国家发改委持续关注大宗商品保供稳价问题 监管层一直在关注大宗商品过快上涨带来的","listText":"最新期货市场情报梳理： 欧佩克+正考虑在下周召开会议时，将该组织的原油日产量提高约50万桶，并且有可能在接下来的几个月里保持相似的增产量，这将小幅提振全球原油供应。 欧佩克+此前已同意将5月至7月的产量总共提高大约200万桶/天，该组织将于7月1日举行下一次会议，讨论未来几个月的产量政策。但代表们也表示，欧佩克+对增产的态度十分谨慎，因为他们担心全球经济复苏不平衡导致需求不确定。 昨晚公布的最新EIA库存报告显示，上周美国原油库存减少761.4万桶至4.591亿桶，减少1.6%；产量减少10万桶至1110万桶/日。 此外，美国6月Markit制造业PMI初值62.6，创历史新高。截至今日凌晨收盘，美股标普500指数跌0.11%，欧洲Stoxx50指数跌0.91%，美元指数涨0.10%。外盘商品期货方面，WTI原油涨0.27%，Brent原油涨0.89%，CME铜涨2.07%，LME铜涨2.36%，LME铝涨0.33%，LME锌涨1.28%，LME镍涨1.47%，黄金跌0.01%，白银涨0.39%。 耶伦：2021年年底美国的通胀率将低于5% 北京时间6月24日凌晨，美国财长耶伦表示，2021年年底美国的通胀率将低于5%，美联储的超额准备金利率（IOER）调整是技术性调整。美联储明确表示，货币政策立场丝毫没有改变。此外，被问及接近债务上限的最后期限时，耶伦表示，国家债务违约应被视为是“不可想象的”，敦促在接近最后期限前提高或暂停债务上限。并表示，美国可能在8月达到债务违约点。 美联储官员卡普兰表示，预计美联储将在2022年首次加息，2022年通胀将有所缓和，但范围会扩大。预计2021年PCE通胀将为3.4%，2022年将放缓至2.4%。美国经济可能比人们预期的更早达到美联储缩减资产购买规模的门槛。 国家发改委持续关注大宗商品保供稳价问题 监管层一直在关注大宗商品过快上涨带来的","text":"最新期货市场情报梳理： 欧佩克+正考虑在下周召开会议时，将该组织的原油日产量提高约50万桶，并且有可能在接下来的几个月里保持相似的增产量，这将小幅提振全球原油供应。 欧佩克+此前已同意将5月至7月的产量总共提高大约200万桶/天，该组织将于7月1日举行下一次会议，讨论未来几个月的产量政策。但代表们也表示，欧佩克+对增产的态度十分谨慎，因为他们担心全球经济复苏不平衡导致需求不确定。 昨晚公布的最新EIA库存报告显示，上周美国原油库存减少761.4万桶至4.591亿桶，减少1.6%；产量减少10万桶至1110万桶/日。 此外，美国6月Markit制造业PMI初值62.6，创历史新高。截至今日凌晨收盘，美股标普500指数跌0.11%，欧洲Stoxx50指数跌0.91%，美元指数涨0.10%。外盘商品期货方面，WTI原油涨0.27%，Brent原油涨0.89%，CME铜涨2.07%，LME铜涨2.36%，LME铝涨0.33%，LME锌涨1.28%，LME镍涨1.47%，黄金跌0.01%，白银涨0.39%。 耶伦：2021年年底美国的通胀率将低于5% 北京时间6月24日凌晨，美国财长耶伦表示，2021年年底美国的通胀率将低于5%，美联储的超额准备金利率（IOER）调整是技术性调整。美联储明确表示，货币政策立场丝毫没有改变。此外，被问及接近债务上限的最后期限时，耶伦表示，国家债务违约应被视为是“不可想象的”，敦促在接近最后期限前提高或暂停债务上限。并表示，美国可能在8月达到债务违约点。 美联储官员卡普兰表示，预计美联储将在2022年首次加息，2022年通胀将有所缓和，但范围会扩大。预计2021年PCE通胀将为3.4%，2022年将放缓至2.4%。美国经济可能比人们预期的更早达到美联储缩减资产购买规模的门槛。 国家发改委持续关注大宗商品保供稳价问题 监管层一直在关注大宗商品过快上涨带来的","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128110642","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128209162,"gmtCreate":1624516295156,"gmtModify":1624516295156,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"哎 晋级之路","listText":"哎 晋级之路","text":"哎 晋级之路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128209162","isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123190260,"gmtCreate":1624411186050,"gmtModify":1624411186050,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"赔赔赔，没头了","listText":"赔赔赔，没头了","text":"赔赔赔，没头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123190260","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164078593,"gmtCreate":1624163259012,"gmtModify":1624163259012,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"已","listText":"已","text":"已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164078593","repostId":"166832841","repostType":1,"repost":{"id":166832841,"gmtCreate":1624000957779,"gmtModify":1624011760435,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"奈雪的茶估值贵吗？会不会破发？","htmlText":"奈雪今日开始招股，不同于时代天使，网上抵制奈雪的声音较多，主要理由有几个： 1. 奶茶品类竞争者众，奈雪不是老大。 高端现制奶茶目前的老大是喜茶，虽未上市，但喜茶主打小店，盈利能力略胜一筹，加上营销力不错，奈雪只能当老二。 除了喜茶和奈雪之外，茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类，但是一个没有门槛的品类，在商业赛道上，奈雪败了一道！ 2. 奈雪产品贵，但公司还在亏损。 一杯奶茶要25元+，卖的这么贵，消费者想当然认为这是一个暴利生意，但奈雪却连年亏损。 3. 340亿港币市值有点高！ 赛道上的缺陷，加上作为奶茶第一股，奈雪没有可以对标的公司，因此，多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看，奈雪这次引入的多是基金公司，确实没有实力靠前的机构，与喜茶腾讯、IDG和高瓴的阵容相比，确实差了些。 那奈雪的茶到底值不值得打新？首日又会不会破发？ 没有同行上市，因此，比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股，PE在上市之后不久达到97倍，资本市场认为咖啡赛道极佳，加上门店快速扩张，估值一路上行。 在2001年，星巴克大举扩张海外，打开市场想象空间，估值最高达到141PE。 金融危机之后，星巴克的快速扩张告一段落，营收增速下滑，估值维持在30倍左右。 从星巴克发展历程看，在高速扩张阶段，公司估值将明显偏高，犹如奈雪的茶当下的定位。 根据奈雪的计划，其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店，且预期在2023年新开设的数量不低于2022年。 也即是说，未来2年，奈雪将处于高速扩张期间，估值恐将保持在高位。 由于奈雪尚未盈利，因此采用PS估值做对比，奈雪假设2021年店铺数量能达到791家，营收粗略估计为50亿人民币，则PS估值为5.6倍","listText":"奈雪今日开始招股，不同于时代天使，网上抵制奈雪的声音较多，主要理由有几个： 1. 奶茶品类竞争者众，奈雪不是老大。 高端现制奶茶目前的老大是喜茶，虽未上市，但喜茶主打小店，盈利能力略胜一筹，加上营销力不错，奈雪只能当老二。 除了喜茶和奈雪之外，茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类，但是一个没有门槛的品类，在商业赛道上，奈雪败了一道！ 2. 奈雪产品贵，但公司还在亏损。 一杯奶茶要25元+，卖的这么贵，消费者想当然认为这是一个暴利生意，但奈雪却连年亏损。 3. 340亿港币市值有点高！ 赛道上的缺陷，加上作为奶茶第一股，奈雪没有可以对标的公司，因此，多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看，奈雪这次引入的多是基金公司，确实没有实力靠前的机构，与喜茶腾讯、IDG和高瓴的阵容相比，确实差了些。 那奈雪的茶到底值不值得打新？首日又会不会破发？ 没有同行上市，因此，比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股，PE在上市之后不久达到97倍，资本市场认为咖啡赛道极佳，加上门店快速扩张，估值一路上行。 在2001年，星巴克大举扩张海外，打开市场想象空间，估值最高达到141PE。 金融危机之后，星巴克的快速扩张告一段落，营收增速下滑，估值维持在30倍左右。 从星巴克发展历程看，在高速扩张阶段，公司估值将明显偏高，犹如奈雪的茶当下的定位。 根据奈雪的计划，其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店，且预期在2023年新开设的数量不低于2022年。 也即是说，未来2年，奈雪将处于高速扩张期间，估值恐将保持在高位。 由于奈雪尚未盈利，因此采用PS估值做对比，奈雪假设2021年店铺数量能达到791家，营收粗略估计为50亿人民币，则PS估值为5.6倍","text":"奈雪今日开始招股，不同于时代天使，网上抵制奈雪的声音较多，主要理由有几个： 1. 奶茶品类竞争者众，奈雪不是老大。 高端现制奶茶目前的老大是喜茶，虽未上市，但喜茶主打小店，盈利能力略胜一筹，加上营销力不错，奈雪只能当老二。 除了喜茶和奈雪之外，茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类，但是一个没有门槛的品类，在商业赛道上，奈雪败了一道！ 2. 奈雪产品贵，但公司还在亏损。 一杯奶茶要25元+，卖的这么贵，消费者想当然认为这是一个暴利生意，但奈雪却连年亏损。 3. 340亿港币市值有点高！ 赛道上的缺陷，加上作为奶茶第一股，奈雪没有可以对标的公司，因此，多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看，奈雪这次引入的多是基金公司，确实没有实力靠前的机构，与喜茶腾讯、IDG和高瓴的阵容相比，确实差了些。 那奈雪的茶到底值不值得打新？首日又会不会破发？ 没有同行上市，因此，比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股，PE在上市之后不久达到97倍，资本市场认为咖啡赛道极佳，加上门店快速扩张，估值一路上行。 在2001年，星巴克大举扩张海外，打开市场想象空间，估值最高达到141PE。 金融危机之后，星巴克的快速扩张告一段落，营收增速下滑，估值维持在30倍左右。 从星巴克发展历程看，在高速扩张阶段，公司估值将明显偏高，犹如奈雪的茶当下的定位。 根据奈雪的计划，其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店，且预期在2023年新开设的数量不低于2022年。 也即是说，未来2年，奈雪将处于高速扩张期间，估值恐将保持在高位。 由于奈雪尚未盈利，因此采用PS估值做对比，奈雪假设2021年店铺数量能达到791家，营收粗略估计为50亿人民币，则PS估值为5.6倍","images":[{"img":"https://static.tigerbbs.com/0602f9b0b131c3f485964c48175e2be5","width":"945","height":"525"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166832841","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185816047,"gmtCreate":1623640726689,"gmtModify":1623640726689,"author":{"id":"3575596357533629","authorId":"3575596357533629","name":"chundonglin","avatar":"https://static.tigerbbs.com/f3e7fde812797a6712e48c0028af2939","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575596357533629","authorIdStr":"3575596357533629"},"themes":[],"htmlText":"端午节假期","listText":"端午节假期","text":"端午节假期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185816047","isVote":1,"tweetType":1,"viewCount":1879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
