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wlkq
2021-06-17
你怎么看?
wlkq
2022-05-31
[微笑]
抱歉,原内容已删除
wlkq
2021-06-30
不错
抱歉,原内容已删除
wlkq
2022-05-20
唉
抱歉,原内容已删除
wlkq
2022-04-20
这篇文章不错,转发给大家看
@话题虎:上海以物易物,可乐可换万物!巴菲特坚持不卖可乐的原因找到了!
wlkq
2021-08-07
加油
抱歉,原内容已删除
wlkq
2021-08-01
加油!小米!
抱歉,原内容已删除
wlkq
2021-07-30
你怎么看?
wlkq
2021-07-30
这篇文章不错,转发给大家看
@Seven8:苹果财报亮瞎,盘后怎么还跌了?
wlkq
2021-07-30
这篇文章不错,转发给大家看
@东哥不疾而速:谈谈暴跌中的教育股,危机还是机遇?
wlkq
2021-07-30
这篇文章不错,转发给大家看
@好文:【转】这次凉的,不只是教育行业…
wlkq
2021-07-15
怎么能这样……
wlkq
2021-07-06
后续如何?
wlkq
2021-07-02
转
@何安迪:新能源行业还有哪些投资机会
wlkq
2021-07-02
转发
@Buy_Sell:【7月1】今天有什么交易计划?
wlkq
2021-07-01
哦哦
@Soul:【通知】Soul暂停美股IPO流程
wlkq
2021-06-29
期待中…
抱歉,原内容已删除
wlkq
2021-06-29
不错
@阳光财经: 美股分析赚钱:七月精选三只股现在找股票越来越难选了,不知道大家有没有同感?手上的股票卖掉不知道要买啥,大于1000亿利润稳定增长的公司都涨到了历史相对高位,技术上升趋势的股票也不便宜。大盘进入方向性选择阶段,后市相对扑朔迷离不好预测。那么7月份列入观察清单,随时可能进场的个股我精选了三只,股票选择上保持中规中矩,风险控制优先原则,下面我们就来好好的聊聊。
wlkq
2021-06-29
看看
@格隆汇:字节跳动,值多少钱?恐怕已经排到我国第二!
wlkq
2021-06-29
这票怎么样
去老虎APP查看更多动态
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据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 收盘","listText":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 收盘","text":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。$伯克希尔B(BRK.B)$ $伯克希尔(BRK.A)$ 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,$可口可乐(KO)$ 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于周二美股盘后发布2021财年三季报(即2021自然年第二季度业绩),季度成绩惊艳四座,各项数据均超过市场预期。营收创历史新高,净利润同比接近翻倍,iPhone销售同比激增近50%,服务收入再创历史新高。但苹果CEO库克却在电话会中称:芯片短缺问题很大程度影响了Mac和iPad的销售,否则本季度会更好。此外,芯片供应紧张和运输费用过高会给后续业绩造成压力。 苹果股价高位回落,周二收跌1.5%,报146.77美元,盘后股价由涨转跌,截止发稿跌1.48%,公司市值仍超2.4万亿美元,稳居美市值之冠。 第三财季业绩详情: 总营收814亿美元,同比增36%,远超市场预期的738亿美元,创公司史上最佳第三财季营收 净利润217.44亿美元,同比增长93%,摊薄后每股收益(EPS)1.30美元,同比翻倍,也高于市场预期的1.01美元。 其中,硬件产品营收639.5亿美元,高于市场预期的581.8亿美元;来自服务业务营收174.9亿美元,连续两个季度历史新高,同比增33%,高于分析师预期的163.2亿美元,也高于上一财季的增速26.7%; 季度毛利率为43.3%,同样高于预期的41.9%;季度运营利润为241.26亿美元,高于去年同期的130.91亿美元。 分产品线来看,苹果连续三个季度在所有产品类别上均实现了双位数百分比的同比营收涨幅,而iPhone淡季不淡; 当季iPhone营收395.7亿美元,同比劲增49.78%,超过市场预期的345亿美元; 当季iPad营收73.7亿美元,同比增12%,高于市场预期的71.3亿美元。 当季Mac营收82.4亿美元,同比增16%,高于市场预期的80亿美元,但逊于一季度91亿美元所创的历史最高。 当季可穿戴","text":"$苹果(AAPL)$ 于周二美股盘后发布2021财年三季报(即2021自然年第二季度业绩),季度成绩惊艳四座,各项数据均超过市场预期。营收创历史新高,净利润同比接近翻倍,iPhone销售同比激增近50%,服务收入再创历史新高。但苹果CEO库克却在电话会中称:芯片短缺问题很大程度影响了Mac和iPad的销售,否则本季度会更好。此外,芯片供应紧张和运输费用过高会给后续业绩造成压力。 苹果股价高位回落,周二收跌1.5%,报146.77美元,盘后股价由涨转跌,截止发稿跌1.48%,公司市值仍超2.4万亿美元,稳居美市值之冠。 第三财季业绩详情: 总营收814亿美元,同比增36%,远超市场预期的738亿美元,创公司史上最佳第三财季营收 净利润217.44亿美元,同比增长93%,摊薄后每股收益(EPS)1.30美元,同比翻倍,也高于市场预期的1.01美元。 其中,硬件产品营收639.5亿美元,高于市场预期的581.8亿美元;来自服务业务营收174.9亿美元,连续两个季度历史新高,同比增33%,高于分析师预期的163.2亿美元,也高于上一财季的增速26.7%; 季度毛利率为43.3%,同样高于预期的41.9%;季度运营利润为241.26亿美元,高于去年同期的130.91亿美元。 分产品线来看,苹果连续三个季度在所有产品类别上均实现了双位数百分比的同比营收涨幅,而iPhone淡季不淡; 当季iPhone营收395.7亿美元,同比劲增49.78%,超过市场预期的345亿美元; 当季iPad营收73.7亿美元,同比增12%,高于市场预期的71.3亿美元。 当季Mac营收82.4亿美元,同比增16%,高于市场预期的80亿美元,但逊于一季度91亿美元所创的历史最高。 当季可穿戴","images":[{"img":"https://static.tigerbbs.com/bf345163556353fb6796cb26a428fc67","width":"500","height":"291"},{"img":"https://static.tigerbbs.com/7bb1355a6d1dba7fdb82e2f1080709ed","width":"826","height":"600"},{"img":"https://static.tigerbbs.com/b1c7358d4f1168881c8071a7e50cd849","width":"1542","height":"1438"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803131092","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808234064,"gmtCreate":1627592517158,"gmtModify":1627592517158,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808234064","repostId":"175407610","repostType":1,"repost":{"id":175407610,"gmtCreate":1627045051030,"gmtModify":1627049157135,"author":{"id":"3469666730588285","authorId":"3469666730588285","authorIdStr":"3469666730588285","name":"东哥不疾而速","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469666730588285"},"themes":[],"title":"谈谈暴跌中的教育股,危机还是机遇?","htmlText":"大跌下的新东方,危机or机遇?今日午后,港股上市的教育股全线暴跌,新东方港股股持续走低,14点之后,股价开始加速跳水,盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演,中概教育股美股盘前也遭重挫,截至发稿,新东方跌超40%,好未来跌超44%,高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日,中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为,国内教育股的逻辑和外部环境已经完全改变,512意见后将不具备任何投资价值,如今来看几乎是一语成谶,只是没想到变化的步伐如此之快。主要原因如图:1.现有学科类统一登记为非盈利机构,这等于是从根上要了目前教育机构的命;2.学科类培训机构一律不准上市融资,排除任何资本化运作,这等于是断了教育机构的财路;3.学科类培训机构备案制改为审批制,这等于是卡住了教育机构的源头。红头文件这三招,招招致命!k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变,整个行业在未来会变相的再次“国有化”以及“非盈利”。总之,所有以教育名义从家长口袋里掏钱,影响社会购买力、增加家长育儿恐惧的教育培训业务,不管k12还是民办大学教育,最终都必然在整顿之列,至少对年年涨学费和大额分红,就不要想了。对高教股,要小心。新政策利空k12、利好高教股高职股的说法,不过是一厢情愿,所有教育股都几乎不可幸免!今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是:危机出现的时候坚决不买出头鸟!类似于目前风口上的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ","listText":"大跌下的新东方,危机or机遇?今日午后,港股上市的教育股全线暴跌,新东方港股股持续走低,14点之后,股价开始加速跳水,盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演,中概教育股美股盘前也遭重挫,截至发稿,新东方跌超40%,好未来跌超44%,高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日,中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为,国内教育股的逻辑和外部环境已经完全改变,512意见后将不具备任何投资价值,如今来看几乎是一语成谶,只是没想到变化的步伐如此之快。主要原因如图:1.现有学科类统一登记为非盈利机构,这等于是从根上要了目前教育机构的命;2.学科类培训机构一律不准上市融资,排除任何资本化运作,这等于是断了教育机构的财路;3.学科类培训机构备案制改为审批制,这等于是卡住了教育机构的源头。红头文件这三招,招招致命!k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变,整个行业在未来会变相的再次“国有化”以及“非盈利”。总之,所有以教育名义从家长口袋里掏钱,影响社会购买力、增加家长育儿恐惧的教育培训业务,不管k12还是民办大学教育,最终都必然在整顿之列,至少对年年涨学费和大额分红,就不要想了。对高教股,要小心。新政策利空k12、利好高教股高职股的说法,不过是一厢情愿,所有教育股都几乎不可幸免!今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是:危机出现的时候坚决不买出头鸟!类似于目前风口上的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 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<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","listText":"本文来自:很帅的投资客,侵删; <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","text":"本文来自:很帅的投资客,侵删; $高途(GOTU)$ $好未来(TAL)$ $新东方(EDU)$ $一起教育科技(YQ)$ $新东方-S(09901)$","images":[{"img":"https://static.tigerbbs.com/f91f1cd2ce8c28ede191b6269edd0954","width":"1067","height":"4757"},{"img":"https://static.tigerbbs.com/0cfea27efad4ca05663ca1ee1549b019","width":"1067","height":"4757"},{"img":"https://static.tigerbbs.com/7c5da725d1197e88c7aa8ff0cd2308e9","width":"1067","height":"4757"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174837388","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144299311,"gmtCreate":1626294075033,"gmtModify":1626294075033,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"怎么能这样……","listText":"怎么能这样……","text":"怎么能这样……","images":[{"img":"https://static.tigerbbs.com/2dfe063add3f089ce92dc748b969c11a","width":"1080","height":"2228"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144299311","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":154685642,"gmtCreate":1625525291386,"gmtModify":1625525291386,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"后续如何?","listText":"后续如何?","text":"后续如何?","images":[{"img":"https://static.tigerbbs.com/ed200413da05e1b02f1a311074842a85","width":"1080","height":"3644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154685642","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156009100,"gmtCreate":1625184438100,"gmtModify":1625184438100,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"转","listText":"转","text":"转","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156009100","repostId":"158801315","repostType":1,"repost":{"id":158801315,"gmtCreate":1625141600834,"gmtModify":1716218013343,"author":{"id":"3568081734360099","authorId":"3568081734360099","authorIdStr":"3568081734360099","name":"何安迪","avatar":"https://static.tigerbbs.com/02c7061d02e3c72d7ce21a375ae80cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568081734360099"},"themes":[],"title":"新能源行业还有哪些投资机会","htmlText":"一 未来5-10年最确定的,就是新能源汽车、智能汽车、半导体。 这话是中欧瑞博董事长吴伟志说的:这是一个5年10倍的行业,相关产业链条上有竞争力的企业,将分享到这一行业增长盛宴。 每个时代的大牛股总是会打上那个时代新经济的烙印,根据国家的产业规划以及全球主流车厂的车型规划,到2025年,全球能源汽车将会从2019年的200万辆左右增长到2500万量级。 根据已经公布的数据显示,今年5月份,在统计的九个国家中,全部国家的新能源汽车月度销售量呈三位数同比增长,除了美国的数据未知和瑞典下滑外,其余七个国家电动车都呈现扩张趋势,超过4月份的水平,其中英国涨幅达600%,排名第一。 目前电动车行业,竞争激烈,有以<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 、<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 为代表的造车新势力,陆续下场的科技巨头,还有转型创新的传统车企,技术壁垒高,市场空间大。 汇丰晋信陆彬认为,新能源汽车还有两个方向的投资机会,第一是电动化,主要是包括锂电池及材料产业链;第二是智能化,主要是包括汽车电子、自动驾驶等智能化产业链投资机会。 从智能汽车行业的角度看投资机会 无论是传统车企,还是造车新势力,经常挂在嘴边的,就是智能出行。 汽车作为人们日常生活出行不必可少的工具,与智能手机一样在生活中有着不可或缺的地位。科技巨头下场造车,给汽车的智能化带来更多的可能性。 从需求上看,智能汽车需要满足消费者需求主要有四项:一,及时辅助以及出行服务需求;二,整车数字化","listText":"一 未来5-10年最确定的,就是新能源汽车、智能汽车、半导体。 这话是中欧瑞博董事长吴伟志说的:这是一个5年10倍的行业,相关产业链条上有竞争力的企业,将分享到这一行业增长盛宴。 每个时代的大牛股总是会打上那个时代新经济的烙印,根据国家的产业规划以及全球主流车厂的车型规划,到2025年,全球能源汽车将会从2019年的200万辆左右增长到2500万量级。 根据已经公布的数据显示,今年5月份,在统计的九个国家中,全部国家的新能源汽车月度销售量呈三位数同比增长,除了美国的数据未知和瑞典下滑外,其余七个国家电动车都呈现扩张趋势,超过4月份的水平,其中英国涨幅达600%,排名第一。 目前电动车行业,竞争激烈,有以<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 、<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 为代表的造车新势力,陆续下场的科技巨头,还有转型创新的传统车企,技术壁垒高,市场空间大。 汇丰晋信陆彬认为,新能源汽车还有两个方向的投资机会,第一是电动化,主要是包括锂电池及材料产业链;第二是智能化,主要是包括汽车电子、自动驾驶等智能化产业链投资机会。 从智能汽车行业的角度看投资机会 无论是传统车企,还是造车新势力,经常挂在嘴边的,就是智能出行。 汽车作为人们日常生活出行不必可少的工具,与智能手机一样在生活中有着不可或缺的地位。科技巨头下场造车,给汽车的智能化带来更多的可能性。 从需求上看,智能汽车需要满足消费者需求主要有四项:一,及时辅助以及出行服务需求;二,整车数字化","text":"一 未来5-10年最确定的,就是新能源汽车、智能汽车、半导体。 这话是中欧瑞博董事长吴伟志说的:这是一个5年10倍的行业,相关产业链条上有竞争力的企业,将分享到这一行业增长盛宴。 每个时代的大牛股总是会打上那个时代新经济的烙印,根据国家的产业规划以及全球主流车厂的车型规划,到2025年,全球能源汽车将会从2019年的200万辆左右增长到2500万量级。 根据已经公布的数据显示,今年5月份,在统计的九个国家中,全部国家的新能源汽车月度销售量呈三位数同比增长,除了美国的数据未知和瑞典下滑外,其余七个国家电动车都呈现扩张趋势,超过4月份的水平,其中英国涨幅达600%,排名第一。 目前电动车行业,竞争激烈,有以$特斯拉(TSLA)$ 、$蔚来(NIO)$ 、$理想汽车(LI)$ 、$小鹏汽车(XPEV)$ 为代表的造车新势力,陆续下场的科技巨头,还有转型创新的传统车企,技术壁垒高,市场空间大。 汇丰晋信陆彬认为,新能源汽车还有两个方向的投资机会,第一是电动化,主要是包括锂电池及材料产业链;第二是智能化,主要是包括汽车电子、自动驾驶等智能化产业链投资机会。 从智能汽车行业的角度看投资机会 无论是传统车企,还是造车新势力,经常挂在嘴边的,就是智能出行。 汽车作为人们日常生活出行不必可少的工具,与智能手机一样在生活中有着不可或缺的地位。科技巨头下场造车,给汽车的智能化带来更多的可能性。 从需求上看,智能汽车需要满足消费者需求主要有四项:一,及时辅助以及出行服务需求;二,整车数字化","images":[{"img":"https://static.tigerbbs.com/7ec0461507b81d909513b4fb366989a9","width":"554","height":"193"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158801315","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158757424,"gmtCreate":1625183823568,"gmtModify":1625183823568,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"转发","listText":"转发","text":"转发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158757424","repostId":"151765885","repostType":1,"repost":{"id":151765885,"gmtCreate":1625107832044,"gmtModify":1625108419639,"author":{"id":"3527667596890271","authorId":"3527667596890271","authorIdStr":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271"},"themes":[],"title":"【7月1】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 7月1日为纪念香港特别行政区成立纪念日,港股全天休市 美股市场 美股周三收盘涨跌不一,标普指数再创收盘历史新高。三大股指上半年涨幅均超过12%。道指收盘上涨210.22点,或0.61%,报34502.51点;纳指跌24.38点,或0.17%,报14503.95点;标普500指数涨5.70点,或0.13%,报4297.50点。 <a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 收高1.4%。该公司确定将美股IPO价格定在指导区间顶部14美元/ADS,位于13-14美元的发行区间价格上限,这意味着公司估值超过670亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/DDL\">$叮咚(DDL)$</a> 大幅收高。<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 港股IPO发售价确定为每股165港元,7月7日开始交易。 热门中概股周三收盘涨跌不一,中概网约车第一股滴滴正式在纽交所上市,盘中涨幅一度超过20%,最终收涨1%;中国嘻哈第一股普普文化<a target=\"_blank\" href=\"https://laohu8.com/S/CPOP\">$Pop Culture Group Co Ltd(CPOP)$</a> 正式登陆纳斯达克,盘中多次触发熔断,最终收盘飙升405%;叮咚买菜上市次日涨近63%,盘中一度大涨近100%。 <a target=\"_blank\" href=\"https://laohu8.com/S/YMM\">$满帮(YMM)$</a> 涨超2","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 7月1日为纪念香港特别行政区成立纪念日,港股全天休市 美股市场 美股周三收盘涨跌不一,标普指数再创收盘历史新高。三大股指上半年涨幅均超过12%。道指收盘上涨210.22点,或0.61%,报34502.51点;纳指跌24.38点,或0.17%,报14503.95点;标普500指数涨5.70点,或0.13%,报4297.50点。 <a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 收高1.4%。该公司确定将美股IPO价格定在指导区间顶部14美元/ADS,位于13-14美元的发行区间价格上限,这意味着公司估值超过670亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/DDL\">$叮咚(DDL)$</a> 大幅收高。<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 港股IPO发售价确定为每股165港元,7月7日开始交易。 热门中概股周三收盘涨跌不一,中概网约车第一股滴滴正式在纽交所上市,盘中涨幅一度超过20%,最终收涨1%;中国嘻哈第一股普普文化<a target=\"_blank\" href=\"https://laohu8.com/S/CPOP\">$Pop Culture Group Co Ltd(CPOP)$</a> 正式登陆纳斯达克,盘中多次触发熔断,最终收盘飙升405%;叮咚买菜上市次日涨近63%,盘中一度大涨近100%。 <a target=\"_blank\" href=\"https://laohu8.com/S/YMM\">$满帮(YMM)$</a> 涨超2","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 7月1日为纪念香港特别行政区成立纪念日,港股全天休市 美股市场 美股周三收盘涨跌不一,标普指数再创收盘历史新高。三大股指上半年涨幅均超过12%。道指收盘上涨210.22点,或0.61%,报34502.51点;纳指跌24.38点,或0.17%,报14503.95点;标普500指数涨5.70点,或0.13%,报4297.50点。 $滴滴(DIDI)$ 收高1.4%。该公司确定将美股IPO价格定在指导区间顶部14美元/ADS,位于13-14美元的发行区间价格上限,这意味着公司估值超过670亿美元。$叮咚(DDL)$ 大幅收高。$小鹏汽车-W(09868)$ 港股IPO发售价确定为每股165港元,7月7日开始交易。 热门中概股周三收盘涨跌不一,中概网约车第一股滴滴正式在纽交所上市,盘中涨幅一度超过20%,最终收涨1%;中国嘻哈第一股普普文化$Pop Culture Group Co Ltd(CPOP)$ 正式登陆纳斯达克,盘中多次触发熔断,最终收盘飙升405%;叮咚买菜上市次日涨近63%,盘中一度大涨近100%。 $满帮(YMM)$ 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大家好! 感谢大家一直以来对Soul的支持,大家都知道我们在申请赴美上市IPO的事情,进程也非常顺利。我们在过程中遇到了非常爱我们的战略伙伴、投资人,得到了多方的支持。我们非常高兴在更新定价区间后得到了非常火爆的市场反馈。在这一过程中,公司也收到了其他资本运作的可能性,经过慎重思考,管理层先暂停IPO的定价流程。我们的大股东腾讯也支持这一决定。 Soul目前运营一切正常,也将迎来期待中的增长,我们将让更多人使用到我们的产品,将善意,温暖和真实传递给更多的Souler。再次感谢大家! 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Soul Team 2021.6.23 $Soulgate Inc.(SSR)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123204429","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153174986,"gmtCreate":1625015622445,"gmtModify":1625015622445,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153174986","repostId":"1189717489","repostType":2,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159396583,"gmtCreate":1624940116642,"gmtModify":1624940116642,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"期待中…","listText":"期待中…","text":"期待中…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159396583","repostId":"1153648598","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150758926,"gmtCreate":1624928792165,"gmtModify":1624928792165,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150758926","repostId":"123687802","repostType":1,"repost":{"id":123687802,"gmtCreate":1624421068502,"gmtModify":1624430230267,"author":{"id":"3468322318173915","authorId":"3468322318173915","authorIdStr":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468322318173915"},"themes":[],"title":"","htmlText":"\n \n \n 美股分析赚钱:七月精选三只股现在找股票越来越难选了,不知道大家有没有同感?手上的股票卖掉不知道要买啥,大于1000亿利润稳定增长的公司都涨到了历史相对高位,技术上升趋势的股票也不便宜。大盘进入方向性选择阶段,后市相对扑朔迷离不好预测。那么7月份列入观察清单,随时可能进场的个股我精选了三只,股票选择上保持中规中矩,风险控制优先原则,下面我们就来好好的聊聊。\n 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1)字节的增速为111%,应该是头部互联网公司里面最高的。2)旗下产品MAU19亿,虽然我们不大清楚这个19亿的计算方法,但我倾向于认为是去重的用户量。在2021年,App Annie预计tiktok的月活可以达到12亿。所以字节应该是国内所有互联网里面最具有国际竞争力的公司了。 就冲上面这两点,11的PS应该是偏低的,如果字节进行IPO,15的PS大概率是可以给出的,甚至可能更高,那么字节的估值就会达到3.5万亿,可以和阿里去掰手腕了。不可否认,字节的竞争力非常强劲,短视频在全球来看都鲜有竞争者,甚至已经开始威胁到了FB和谷歌的地位。而且依靠短视频,未来业务扩展性非常强,电商,本地生活服务,搜索等等,都是非常有潜力的发展业务。如果哪天说它市值排我国第一了,我也不会惊讶。顺着这个逻辑,个人还是去挖了一下字节的股东。只是很可惜,字节的股东列表,没有发现现有的上市公司有参与。这张是网上找的历次融资的表:里面几个标的,比如360,在互动易上公开表示说没有持股,可能是已经卖了,去年老虎基金据说在一级市场里面收了好多股份。另外的新浪微博基金,(微创投","listText":"上周,字节跳动的一份内部文件显示了其2020年的财务信息。字节2020年收入为2366亿人民币,同比增长111%,经营亏损为147亿元,旗下产品全球月活跃用户数达到19亿,覆盖全球超过150个国家和地区,支持超过35种语言。个人比较好奇的事,如果字节上市之后,能值多少钱?其实这个问题还是比较好回答的。我们可以先看下快手。快手现在大约8000亿港币,折合人民币约6650亿。快手2020年收入587亿人民币,静态的PS约为11倍,那么用这个估值简单推下字节,就大约为2.6万亿人民币,而现在阿里大约是3.7万亿人民币,腾讯大约4.8万亿人民币,可以说,字节妥妥排在了第三位。当然,如果存比较的话,字节的11倍PS可能还是有些低。主要来自于两方面 1)字节的增速为111%,应该是头部互联网公司里面最高的。2)旗下产品MAU19亿,虽然我们不大清楚这个19亿的计算方法,但我倾向于认为是去重的用户量。在2021年,App Annie预计tiktok的月活可以达到12亿。所以字节应该是国内所有互联网里面最具有国际竞争力的公司了。 就冲上面这两点,11的PS应该是偏低的,如果字节进行IPO,15的PS大概率是可以给出的,甚至可能更高,那么字节的估值就会达到3.5万亿,可以和阿里去掰手腕了。不可否认,字节的竞争力非常强劲,短视频在全球来看都鲜有竞争者,甚至已经开始威胁到了FB和谷歌的地位。而且依靠短视频,未来业务扩展性非常强,电商,本地生活服务,搜索等等,都是非常有潜力的发展业务。如果哪天说它市值排我国第一了,我也不会惊讶。顺着这个逻辑,个人还是去挖了一下字节的股东。只是很可惜,字节的股东列表,没有发现现有的上市公司有参与。这张是网上找的历次融资的表:里面几个标的,比如360,在互动易上公开表示说没有持股,可能是已经卖了,去年老虎基金据说在一级市场里面收了好多股份。另外的新浪微博基金,(微创投","text":"上周,字节跳动的一份内部文件显示了其2020年的财务信息。字节2020年收入为2366亿人民币,同比增长111%,经营亏损为147亿元,旗下产品全球月活跃用户数达到19亿,覆盖全球超过150个国家和地区,支持超过35种语言。个人比较好奇的事,如果字节上市之后,能值多少钱?其实这个问题还是比较好回答的。我们可以先看下快手。快手现在大约8000亿港币,折合人民币约6650亿。快手2020年收入587亿人民币,静态的PS约为11倍,那么用这个估值简单推下字节,就大约为2.6万亿人民币,而现在阿里大约是3.7万亿人民币,腾讯大约4.8万亿人民币,可以说,字节妥妥排在了第三位。当然,如果存比较的话,字节的11倍PS可能还是有些低。主要来自于两方面 1)字节的增速为111%,应该是头部互联网公司里面最高的。2)旗下产品MAU19亿,虽然我们不大清楚这个19亿的计算方法,但我倾向于认为是去重的用户量。在2021年,App Annie预计tiktok的月活可以达到12亿。所以字节应该是国内所有互联网里面最具有国际竞争力的公司了。 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据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 收盘","listText":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 收盘","text":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。$伯克希尔B(BRK.B)$ $伯克希尔(BRK.A)$ 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,$可口可乐(KO)$ 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于周二美股盘后发布2021财年三季报(即2021自然年第二季度业绩),季度成绩惊艳四座,各项数据均超过市场预期。营收创历史新高,净利润同比接近翻倍,iPhone销售同比激增近50%,服务收入再创历史新高。但苹果CEO库克却在电话会中称:芯片短缺问题很大程度影响了Mac和iPad的销售,否则本季度会更好。此外,芯片供应紧张和运输费用过高会给后续业绩造成压力。 苹果股价高位回落,周二收跌1.5%,报146.77美元,盘后股价由涨转跌,截止发稿跌1.48%,公司市值仍超2.4万亿美元,稳居美市值之冠。 第三财季业绩详情: 总营收814亿美元,同比增36%,远超市场预期的738亿美元,创公司史上最佳第三财季营收 净利润217.44亿美元,同比增长93%,摊薄后每股收益(EPS)1.30美元,同比翻倍,也高于市场预期的1.01美元。 其中,硬件产品营收639.5亿美元,高于市场预期的581.8亿美元;来自服务业务营收174.9亿美元,连续两个季度历史新高,同比增33%,高于分析师预期的163.2亿美元,也高于上一财季的增速26.7%; 季度毛利率为43.3%,同样高于预期的41.9%;季度运营利润为241.26亿美元,高于去年同期的130.91亿美元。 分产品线来看,苹果连续三个季度在所有产品类别上均实现了双位数百分比的同比营收涨幅,而iPhone淡季不淡; 当季iPhone营收395.7亿美元,同比劲增49.78%,超过市场预期的345亿美元; 当季iPad营收73.7亿美元,同比增12%,高于市场预期的71.3亿美元。 当季Mac营收82.4亿美元,同比增16%,高于市场预期的80亿美元,但逊于一季度91亿美元所创的历史最高。 当季可穿戴","text":"$苹果(AAPL)$ 于周二美股盘后发布2021财年三季报(即2021自然年第二季度业绩),季度成绩惊艳四座,各项数据均超过市场预期。营收创历史新高,净利润同比接近翻倍,iPhone销售同比激增近50%,服务收入再创历史新高。但苹果CEO库克却在电话会中称:芯片短缺问题很大程度影响了Mac和iPad的销售,否则本季度会更好。此外,芯片供应紧张和运输费用过高会给后续业绩造成压力。 苹果股价高位回落,周二收跌1.5%,报146.77美元,盘后股价由涨转跌,截止发稿跌1.48%,公司市值仍超2.4万亿美元,稳居美市值之冠。 第三财季业绩详情: 总营收814亿美元,同比增36%,远超市场预期的738亿美元,创公司史上最佳第三财季营收 净利润217.44亿美元,同比增长93%,摊薄后每股收益(EPS)1.30美元,同比翻倍,也高于市场预期的1.01美元。 其中,硬件产品营收639.5亿美元,高于市场预期的581.8亿美元;来自服务业务营收174.9亿美元,连续两个季度历史新高,同比增33%,高于分析师预期的163.2亿美元,也高于上一财季的增速26.7%; 季度毛利率为43.3%,同样高于预期的41.9%;季度运营利润为241.26亿美元,高于去年同期的130.91亿美元。 分产品线来看,苹果连续三个季度在所有产品类别上均实现了双位数百分比的同比营收涨幅,而iPhone淡季不淡; 当季iPhone营收395.7亿美元,同比劲增49.78%,超过市场预期的345亿美元; 当季iPad营收73.7亿美元,同比增12%,高于市场预期的71.3亿美元。 当季Mac营收82.4亿美元,同比增16%,高于市场预期的80亿美元,但逊于一季度91亿美元所创的历史最高。 当季可穿戴","images":[{"img":"https://static.tigerbbs.com/bf345163556353fb6796cb26a428fc67","width":"500","height":"291"},{"img":"https://static.tigerbbs.com/7bb1355a6d1dba7fdb82e2f1080709ed","width":"826","height":"600"},{"img":"https://static.tigerbbs.com/b1c7358d4f1168881c8071a7e50cd849","width":"1542","height":"1438"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803131092","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808234064,"gmtCreate":1627592517158,"gmtModify":1627592517158,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808234064","repostId":"175407610","repostType":1,"repost":{"id":175407610,"gmtCreate":1627045051030,"gmtModify":1627049157135,"author":{"id":"3469666730588285","authorId":"3469666730588285","authorIdStr":"3469666730588285","name":"东哥不疾而速","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469666730588285"},"themes":[],"title":"谈谈暴跌中的教育股,危机还是机遇?","htmlText":"大跌下的新东方,危机or机遇?今日午后,港股上市的教育股全线暴跌,新东方港股股持续走低,14点之后,股价开始加速跳水,盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演,中概教育股美股盘前也遭重挫,截至发稿,新东方跌超40%,好未来跌超44%,高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日,中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为,国内教育股的逻辑和外部环境已经完全改变,512意见后将不具备任何投资价值,如今来看几乎是一语成谶,只是没想到变化的步伐如此之快。主要原因如图:1.现有学科类统一登记为非盈利机构,这等于是从根上要了目前教育机构的命;2.学科类培训机构一律不准上市融资,排除任何资本化运作,这等于是断了教育机构的财路;3.学科类培训机构备案制改为审批制,这等于是卡住了教育机构的源头。红头文件这三招,招招致命!k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变,整个行业在未来会变相的再次“国有化”以及“非盈利”。总之,所有以教育名义从家长口袋里掏钱,影响社会购买力、增加家长育儿恐惧的教育培训业务,不管k12还是民办大学教育,最终都必然在整顿之列,至少对年年涨学费和大额分红,就不要想了。对高教股,要小心。新政策利空k12、利好高教股高职股的说法,不过是一厢情愿,所有教育股都几乎不可幸免!今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是:危机出现的时候坚决不买出头鸟!类似于目前风口上的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ","listText":"大跌下的新东方,危机or机遇?今日午后,港股上市的教育股全线暴跌,新东方港股股持续走低,14点之后,股价开始加速跳水,盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演,中概教育股美股盘前也遭重挫,截至发稿,新东方跌超40%,好未来跌超44%,高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日,中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为,国内教育股的逻辑和外部环境已经完全改变,512意见后将不具备任何投资价值,如今来看几乎是一语成谶,只是没想到变化的步伐如此之快。主要原因如图:1.现有学科类统一登记为非盈利机构,这等于是从根上要了目前教育机构的命;2.学科类培训机构一律不准上市融资,排除任何资本化运作,这等于是断了教育机构的财路;3.学科类培训机构备案制改为审批制,这等于是卡住了教育机构的源头。红头文件这三招,招招致命!k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变,整个行业在未来会变相的再次“国有化”以及“非盈利”。总之,所有以教育名义从家长口袋里掏钱,影响社会购买力、增加家长育儿恐惧的教育培训业务,不管k12还是民办大学教育,最终都必然在整顿之列,至少对年年涨学费和大额分红,就不要想了。对高教股,要小心。新政策利空k12、利好高教股高职股的说法,不过是一厢情愿,所有教育股都几乎不可幸免!今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是:危机出现的时候坚决不买出头鸟!类似于目前风口上的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 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<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","listText":"本文来自:很帅的投资客,侵删; <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","text":"本文来自:很帅的投资客,侵删; $高途(GOTU)$ $好未来(TAL)$ $新东方(EDU)$ $一起教育科技(YQ)$ $新东方-S(09901)$","images":[{"img":"https://static.tigerbbs.com/f91f1cd2ce8c28ede191b6269edd0954","width":"1067","height":"4757"},{"img":"https://static.tigerbbs.com/0cfea27efad4ca05663ca1ee1549b019","width":"1067","height":"4757"},{"img":"https://static.tigerbbs.com/7c5da725d1197e88c7aa8ff0cd2308e9","width":"1067","height":"4757"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174837388","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144299311,"gmtCreate":1626294075033,"gmtModify":1626294075033,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"怎么能这样……","listText":"怎么能这样……","text":"怎么能这样……","images":[{"img":"https://static.tigerbbs.com/2dfe063add3f089ce92dc748b969c11a","width":"1080","height":"2228"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144299311","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":154685642,"gmtCreate":1625525291386,"gmtModify":1625525291386,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"后续如何?","listText":"后续如何?","text":"后续如何?","images":[{"img":"https://static.tigerbbs.com/ed200413da05e1b02f1a311074842a85","width":"1080","height":"3644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154685642","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156009100,"gmtCreate":1625184438100,"gmtModify":1625184438100,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"转","listText":"转","text":"转","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156009100","repostId":"158801315","repostType":1,"repost":{"id":158801315,"gmtCreate":1625141600834,"gmtModify":1716218013343,"author":{"id":"3568081734360099","authorId":"3568081734360099","authorIdStr":"3568081734360099","name":"何安迪","avatar":"https://static.tigerbbs.com/02c7061d02e3c72d7ce21a375ae80cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568081734360099"},"themes":[],"title":"新能源行业还有哪些投资机会","htmlText":"一 未来5-10年最确定的,就是新能源汽车、智能汽车、半导体。 这话是中欧瑞博董事长吴伟志说的:这是一个5年10倍的行业,相关产业链条上有竞争力的企业,将分享到这一行业增长盛宴。 每个时代的大牛股总是会打上那个时代新经济的烙印,根据国家的产业规划以及全球主流车厂的车型规划,到2025年,全球能源汽车将会从2019年的200万辆左右增长到2500万量级。 根据已经公布的数据显示,今年5月份,在统计的九个国家中,全部国家的新能源汽车月度销售量呈三位数同比增长,除了美国的数据未知和瑞典下滑外,其余七个国家电动车都呈现扩张趋势,超过4月份的水平,其中英国涨幅达600%,排名第一。 目前电动车行业,竞争激烈,有以<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 、<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 为代表的造车新势力,陆续下场的科技巨头,还有转型创新的传统车企,技术壁垒高,市场空间大。 汇丰晋信陆彬认为,新能源汽车还有两个方向的投资机会,第一是电动化,主要是包括锂电池及材料产业链;第二是智能化,主要是包括汽车电子、自动驾驶等智能化产业链投资机会。 从智能汽车行业的角度看投资机会 无论是传统车企,还是造车新势力,经常挂在嘴边的,就是智能出行。 汽车作为人们日常生活出行不必可少的工具,与智能手机一样在生活中有着不可或缺的地位。科技巨头下场造车,给汽车的智能化带来更多的可能性。 从需求上看,智能汽车需要满足消费者需求主要有四项:一,及时辅助以及出行服务需求;二,整车数字化","listText":"一 未来5-10年最确定的,就是新能源汽车、智能汽车、半导体。 这话是中欧瑞博董事长吴伟志说的:这是一个5年10倍的行业,相关产业链条上有竞争力的企业,将分享到这一行业增长盛宴。 每个时代的大牛股总是会打上那个时代新经济的烙印,根据国家的产业规划以及全球主流车厂的车型规划,到2025年,全球能源汽车将会从2019年的200万辆左右增长到2500万量级。 根据已经公布的数据显示,今年5月份,在统计的九个国家中,全部国家的新能源汽车月度销售量呈三位数同比增长,除了美国的数据未知和瑞典下滑外,其余七个国家电动车都呈现扩张趋势,超过4月份的水平,其中英国涨幅达600%,排名第一。 目前电动车行业,竞争激烈,有以<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 、<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 为代表的造车新势力,陆续下场的科技巨头,还有转型创新的传统车企,技术壁垒高,市场空间大。 汇丰晋信陆彬认为,新能源汽车还有两个方向的投资机会,第一是电动化,主要是包括锂电池及材料产业链;第二是智能化,主要是包括汽车电子、自动驾驶等智能化产业链投资机会。 从智能汽车行业的角度看投资机会 无论是传统车企,还是造车新势力,经常挂在嘴边的,就是智能出行。 汽车作为人们日常生活出行不必可少的工具,与智能手机一样在生活中有着不可或缺的地位。科技巨头下场造车,给汽车的智能化带来更多的可能性。 从需求上看,智能汽车需要满足消费者需求主要有四项:一,及时辅助以及出行服务需求;二,整车数字化","text":"一 未来5-10年最确定的,就是新能源汽车、智能汽车、半导体。 这话是中欧瑞博董事长吴伟志说的:这是一个5年10倍的行业,相关产业链条上有竞争力的企业,将分享到这一行业增长盛宴。 每个时代的大牛股总是会打上那个时代新经济的烙印,根据国家的产业规划以及全球主流车厂的车型规划,到2025年,全球能源汽车将会从2019年的200万辆左右增长到2500万量级。 根据已经公布的数据显示,今年5月份,在统计的九个国家中,全部国家的新能源汽车月度销售量呈三位数同比增长,除了美国的数据未知和瑞典下滑外,其余七个国家电动车都呈现扩张趋势,超过4月份的水平,其中英国涨幅达600%,排名第一。 目前电动车行业,竞争激烈,有以$特斯拉(TSLA)$ 、$蔚来(NIO)$ 、$理想汽车(LI)$ 、$小鹏汽车(XPEV)$ 为代表的造车新势力,陆续下场的科技巨头,还有转型创新的传统车企,技术壁垒高,市场空间大。 汇丰晋信陆彬认为,新能源汽车还有两个方向的投资机会,第一是电动化,主要是包括锂电池及材料产业链;第二是智能化,主要是包括汽车电子、自动驾驶等智能化产业链投资机会。 从智能汽车行业的角度看投资机会 无论是传统车企,还是造车新势力,经常挂在嘴边的,就是智能出行。 汽车作为人们日常生活出行不必可少的工具,与智能手机一样在生活中有着不可或缺的地位。科技巨头下场造车,给汽车的智能化带来更多的可能性。 从需求上看,智能汽车需要满足消费者需求主要有四项:一,及时辅助以及出行服务需求;二,整车数字化","images":[{"img":"https://static.tigerbbs.com/7ec0461507b81d909513b4fb366989a9","width":"554","height":"193"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158801315","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158757424,"gmtCreate":1625183823568,"gmtModify":1625183823568,"author":{"id":"3578104668874391","authorId":"3578104668874391","authorIdStr":"3578104668874391","name":"wlkq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578104668874391"},"themes":[],"htmlText":"转发","listText":"转发","text":"转发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158757424","repostId":"151765885","repostType":1,"repost":{"id":151765885,"gmtCreate":1625107832044,"gmtModify":1625108419639,"author":{"id":"3527667596890271","authorId":"3527667596890271","authorIdStr":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271"},"themes":[],"title":"【7月1】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 7月1日为纪念香港特别行政区成立纪念日,港股全天休市 美股市场 美股周三收盘涨跌不一,标普指数再创收盘历史新高。三大股指上半年涨幅均超过12%。道指收盘上涨210.22点,或0.61%,报34502.51点;纳指跌24.38点,或0.17%,报14503.95点;标普500指数涨5.70点,或0.13%,报4297.50点。 <a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 收高1.4%。该公司确定将美股IPO价格定在指导区间顶部14美元/ADS,位于13-14美元的发行区间价格上限,这意味着公司估值超过670亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/DDL\">$叮咚(DDL)$</a> 大幅收高。<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 港股IPO发售价确定为每股165港元,7月7日开始交易。 热门中概股周三收盘涨跌不一,中概网约车第一股滴滴正式在纽交所上市,盘中涨幅一度超过20%,最终收涨1%;中国嘻哈第一股普普文化<a target=\"_blank\" href=\"https://laohu8.com/S/CPOP\">$Pop Culture Group Co Ltd(CPOP)$</a> 正式登陆纳斯达克,盘中多次触发熔断,最终收盘飙升405%;叮咚买菜上市次日涨近63%,盘中一度大涨近100%。 <a target=\"_blank\" href=\"https://laohu8.com/S/YMM\">$满帮(YMM)$</a> 涨超2","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 7月1日为纪念香港特别行政区成立纪念日,港股全天休市 美股市场 美股周三收盘涨跌不一,标普指数再创收盘历史新高。三大股指上半年涨幅均超过12%。道指收盘上涨210.22点,或0.61%,报34502.51点;纳指跌24.38点,或0.17%,报14503.95点;标普500指数涨5.70点,或0.13%,报4297.50点。 <a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 收高1.4%。该公司确定将美股IPO价格定在指导区间顶部14美元/ADS,位于13-14美元的发行区间价格上限,这意味着公司估值超过670亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/DDL\">$叮咚(DDL)$</a> 大幅收高。<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 港股IPO发售价确定为每股165港元,7月7日开始交易。 热门中概股周三收盘涨跌不一,中概网约车第一股滴滴正式在纽交所上市,盘中涨幅一度超过20%,最终收涨1%;中国嘻哈第一股普普文化<a target=\"_blank\" href=\"https://laohu8.com/S/CPOP\">$Pop Culture Group Co Ltd(CPOP)$</a> 正式登陆纳斯达克,盘中多次触发熔断,最终收盘飙升405%;叮咚买菜上市次日涨近63%,盘中一度大涨近100%。 <a target=\"_blank\" href=\"https://laohu8.com/S/YMM\">$满帮(YMM)$</a> 涨超2","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 7月1日为纪念香港特别行政区成立纪念日,港股全天休市 美股市场 美股周三收盘涨跌不一,标普指数再创收盘历史新高。三大股指上半年涨幅均超过12%。道指收盘上涨210.22点,或0.61%,报34502.51点;纳指跌24.38点,或0.17%,报14503.95点;标普500指数涨5.70点,或0.13%,报4297.50点。 $滴滴(DIDI)$ 收高1.4%。该公司确定将美股IPO价格定在指导区间顶部14美元/ADS,位于13-14美元的发行区间价格上限,这意味着公司估值超过670亿美元。$叮咚(DDL)$ 大幅收高。$小鹏汽车-W(09868)$ 港股IPO发售价确定为每股165港元,7月7日开始交易。 热门中概股周三收盘涨跌不一,中概网约车第一股滴滴正式在纽交所上市,盘中涨幅一度超过20%,最终收涨1%;中国嘻哈第一股普普文化$Pop Culture Group Co Ltd(CPOP)$ 正式登陆纳斯达克,盘中多次触发熔断,最终收盘飙升405%;叮咚买菜上市次日涨近63%,盘中一度大涨近100%。 $满帮(YMM)$ 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大家好! 感谢大家一直以来对Soul的支持,大家都知道我们在申请赴美上市IPO的事情,进程也非常顺利。我们在过程中遇到了非常爱我们的战略伙伴、投资人,得到了多方的支持。我们非常高兴在更新定价区间后得到了非常火爆的市场反馈。在这一过程中,公司也收到了其他资本运作的可能性,经过慎重思考,管理层先暂停IPO的定价流程。我们的大股东腾讯也支持这一决定。 Soul目前运营一切正常,也将迎来期待中的增长,我们将让更多人使用到我们的产品,将善意,温暖和真实传递给更多的Souler。再次感谢大家! 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