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聚合璯资本俱乐部
买最好的资产,做最好的投资
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聚合璯资本俱乐部
2021-04-03
房产最稳,头部机构最牛,股市波动最大,选择大于努力[财迷] [财迷] [财迷]
$贵州茅台(600519)$
$伊利股份(600887)$
房产最稳,机构最牛,股市波动最大#投资
聚合璯资本俱乐部
2021-04-03
招商最富,建行最穷,工行人最多,大家都喜欢哪家银行的私人银行业务?[财迷] [财迷] [财迷]
$招商银行(600036)$
$建设银行(601939)$
$工商银行(601398)$
招商最富,建行最穷,工行人最多#投资
聚合璯资本俱乐部
2021-04-03
腾讯:微信生态越发成熟,核心游戏持续火爆,社交广告延续增长,金融科技稳健发展,预计公司2021/2022年的收入为6029亿/7335亿人民币,同比增长25.1%/21.7%;预计2021/2022年调整后归母净利润为1489亿/1780亿元人民币,同比增长21.3%/19.6%;预计2021/2022年Non-GAAP EPS为15.4元/18.5元人民币[财迷] [财迷] [财迷]
聚合璯资本俱乐部
2021-04-03
红杉资本稳定输出,高瓴资本后来居上[得意] [得意] [得意]
$美团-W(03690)$
$京东(JD)$
$快手-W(01024)$
红杉资本稳定输出,高瓴资本后来居上#资本 #投资
聚合璯资本俱乐部
2021-04-03
至少房地产企业,中国吊打全世界:新鸿基地产、万科、恒大、碧桂园……[财迷] [财迷] [财迷]
$新鸿基地产(00016)$
$中国恒大(03333)$
$万科A(000002)$
中国吊打全世界,至少房地产企业是这样#投资
聚合璯资本俱乐部
2021-04-03
全球上市公司市值排名(2001-2020):工业时代向科技时代的转变,阿里巴巴、腾讯代表着中国力量
$苹果(AAPL)$
$特斯拉(TSLA)$
$阿里巴巴(BABA)$
科技时代,中国崛起#投资
聚合璯资本俱乐部
2021-04-03
2021年经营目标为营收同比增长10.5%,这一增速基本与茅台2021年产量增速相一致,考虑到非标产品年内提价因素,预计收入超过经营目标可能性较大。公司通过优化产品结构,完善渠道分布,对业绩进行双驱动。中长期看,公司品牌力增强,基酒产能扩充,十四五期间有望保持高增长态势。预计2021年公司实现EPS41.98元,当前股价对应估值48倍,考虑到公司长期业绩的稳定性和成长空间,给与52倍目标估值,目标价2183元,给与强烈推荐评级。
$贵州茅台(600519)$
聚合璯资本俱乐部
2021-04-03
闹啥呢,许主席已经发布了9款车,同时研发了14款车,具体小目标:享誉全球的民族品牌,成为世界上规模最大、实力最强的新能源汽车集团,2025产销量目标是100万辆,2035年达到500万辆;核心技术必须世界一流,知识产权必须自主拥有;产品品质必须世界一流
$蔚来(NIO)$
$小鹏汽车(XPEV)$
$理想汽车(LI)$
去老虎APP查看更多动态
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\n \n 招商最富,建行最穷,工行人最多,大家都喜欢哪家银行的私人银行业务?[财迷] [财迷] [财迷] <a href=\"https://laohu8.com/S/600036\">$招商银行(600036)$</a><a href=\"https://laohu8.com/S/601939\">$建设银行(601939)$</a><a href=\"https://laohu8.com/S/601398\">$工商银行(601398)$</a>\n \n","listText":"招商最富,建行最穷,工行人最多,大家都喜欢哪家银行的私人银行业务?[财迷] [财迷] [财迷] <a href=\"https://laohu8.com/S/600036\">$招商银行(600036)$</a><a href=\"https://laohu8.com/S/601939\">$建设银行(601939)$</a><a href=\"https://laohu8.com/S/601398\">$工商银行(601398)$</a>","text":"招商最富,建行最穷,工行人最多,大家都喜欢哪家银行的私人银行业务?[财迷] [财迷] [财迷] $招商银行(600036)$$建设银行(601939)$$工商银行(601398)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340437374","isVote":1,"tweetType":2,"object":{"id":"0ba716175a8d4cf5b0c2ee0081173926","tweetId":"340437374","title":"招商最富,建行最穷,工行人最多#投资","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0300fg10000c1iqdipa9svs6sov5skg&ratio=720p&line=0","poster":"https://p11.douyinpic.com/img/tos-cn-p-0015/f0fd22be476a4737b06fbd9af2a9187e~c5_300x400.jpeg?from=2563711402_large","shareLink":"https://v.douyin.com/e294TwC/"},"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340496619,"gmtCreate":1617445261331,"gmtModify":1617460271543,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"腾讯:微信生态越发成熟,核心游戏持续火爆,社交广告延续增长,金融科技稳健发展,预计公司2021/2022年的收入为6029亿/7335亿人民币,同比增长25.1%/21.7%;预计2021/2022年调整后归母净利润为1489亿/1780亿元人民币,同比增长21.3%/19.6%;预计2021/2022年Non-GAAP 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[财迷]","images":[{"img":"https://static.tigerbbs.com/d70316b3176d9d61b28a2f52400b408b","width":"667","height":"1000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340496619","isVote":1,"tweetType":1,"viewCount":1665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":340493455,"gmtCreate":1617444472377,"gmtModify":1617446600636,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 红杉资本稳定输出,高瓴资本后来居上[得意] [得意] [得意] <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>\n \n","listText":"红杉资本稳定输出,高瓴资本后来居上[得意] [得意] [得意] <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","text":"红杉资本稳定输出,高瓴资本后来居上[得意] [得意] [得意] $美团-W(03690)$$京东(JD)$$快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340493455","isVote":1,"tweetType":2,"object":{"id":"9eda949344b8434598d3bb43c4e2fab9","tweetId":"340493455","title":"红杉资本稳定输出,高瓴资本后来居上#资本 #投资","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0200f680000c1gq913hairvlsknamug&ratio=720p&line=0","poster":"https://p3.douyinpic.com/img/tos-cn-p-0015/1f732305699f4a98966fd258d7c1c608~c5_300x400.jpeg?from=2563711402_large","shareLink":"https://v.douyin.com/e2HU6jG/"},"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340587359,"gmtCreate":1617433548771,"gmtModify":1617435492078,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 至少房地产企业,中国吊打全世界:新鸿基地产、万科、恒大、碧桂园……[财迷] [财迷] [财迷] <a href=\"https://laohu8.com/S/00016\">$新鸿基地产(00016)$</a><a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a><a href=\"https://laohu8.com/S/000002\">$万科A(000002)$</a>\n \n","listText":"至少房地产企业,中国吊打全世界:新鸿基地产、万科、恒大、碧桂园……[财迷] [财迷] [财迷] <a href=\"https://laohu8.com/S/00016\">$新鸿基地产(00016)$</a><a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a><a href=\"https://laohu8.com/S/000002\">$万科A(000002)$</a>","text":"至少房地产企业,中国吊打全世界:新鸿基地产、万科、恒大、碧桂园……[财迷] [财迷] [财迷] $新鸿基地产(00016)$$中国恒大(03333)$$万科A(000002)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340587359","isVote":1,"tweetType":2,"object":{"id":"2ddda7a5c45e44ccb6a5b36b7ad703a4","tweetId":"340587359","title":"中国吊打全世界,至少房地产企业是这样#投资","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0300fg10000c1jbhpq0ro3e9nlhh1o0&ratio=720p&line=0","poster":"https://p26.douyinpic.com/img/tos-cn-p-0015/ae818834ce994311af1d29056d0ee947~c5_300x400.jpeg?from=2563711402_large","shareLink":"https://v.douyin.com/e2mAb5T/"},"viewCount":2753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340533232,"gmtCreate":1617428443426,"gmtModify":1617430909674,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"全球上市公司市值排名(2001-2020):工业时代向科技时代的转变,阿里巴巴、腾讯代表着中国力量$苹果(AAPL)$$特斯拉(TSLA)$$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340533232","isVote":1,"tweetType":2,"object":{"id":"f45223e108014682a48b80f0b725301a","tweetId":"340533232","title":"科技时代,中国崛起#投资","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0300fg10000c1ja6fu5de9b05f92qcg&ratio=720p&line=0","poster":"https://p9.douyinpic.com/img/tos-cn-p-0015/40978ec635204aa08cf18f9038846ad4~c5_300x400.jpeg?from=2563711402_large","shareLink":"https://v.douyin.com/e2a2r8R/"},"viewCount":3150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340594744,"gmtCreate":1617427822888,"gmtModify":1617430921703,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"2021年经营目标为营收同比增长10.5%,这一增速基本与茅台2021年产量增速相一致,考虑到非标产品年内提价因素,预计收入超过经营目标可能性较大。公司通过优化产品结构,完善渠道分布,对业绩进行双驱动。中长期看,公司品牌力增强,基酒产能扩充,十四五期间有望保持高增长态势。预计2021年公司实现EPS41.98元,当前股价对应估值48倍,考虑到公司长期业绩的稳定性和成长空间,给与52倍目标估值,目标价2183元,给与强烈推荐评级。<a 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href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>","text":"2021年经营目标为营收同比增长10.5%,这一增速基本与茅台2021年产量增速相一致,考虑到非标产品年内提价因素,预计收入超过经营目标可能性较大。公司通过优化产品结构,完善渠道分布,对业绩进行双驱动。中长期看,公司品牌力增强,基酒产能扩充,十四五期间有望保持高增长态势。预计2021年公司实现EPS41.98元,当前股价对应估值48倍,考虑到公司长期业绩的稳定性和成长空间,给与52倍目标估值,目标价2183元,给与强烈推荐评级。$贵州茅台(600519)$","images":[{"img":"https://static.tigerbbs.com/25c26612cdedc9f60eed6b02e7f50b4e","width":"1440","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340594744","isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":340505143,"gmtCreate":1617425935082,"gmtModify":1617431262170,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"闹啥呢,许主席已经发布了9款车,同时研发了14款车,具体小目标:享誉全球的民族品牌,成为世界上规模最大、实力最强的新能源汽车集团,2025产销量目标是100万辆,2035年达到500万辆;核心技术必须世界一流,知识产权必须自主拥有;产品品质必须世界一流<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","listText":"闹啥呢,许主席已经发布了9款车,同时研发了14款车,具体小目标:享誉全球的民族品牌,成为世界上规模最大、实力最强的新能源汽车集团,2025产销量目标是100万辆,2035年达到500万辆;核心技术必须世界一流,知识产权必须自主拥有;产品品质必须世界一流<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","text":"闹啥呢,许主席已经发布了9款车,同时研发了14款车,具体小目标:享誉全球的民族品牌,成为世界上规模最大、实力最强的新能源汽车集团,2025产销量目标是100万辆,2035年达到500万辆;核心技术必须世界一流,知识产权必须自主拥有;产品品质必须世界一流$蔚来(NIO)$$小鹏汽车(XPEV)$$理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/79029cfbf8dbf2d45682365dcece2a02","width":"800","height":"524"},{"img":"https://static.tigerbbs.com/74fc9e7d3c4e6ef8bc6243e86c1ddeda","width":"1440","height":"1080"},{"img":"https://static.tigerbbs.com/fab5addb0567811eb60dbeea198b3e97","width":"1440","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340505143","isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0}],"hots":[{"id":340533232,"gmtCreate":1617428443426,"gmtModify":1617430909674,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"全球上市公司市值排名(2001-2020):工业时代向科技时代的转变,阿里巴巴、腾讯代表着中国力量$苹果(AAPL)$$特斯拉(TSLA)$$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340533232","isVote":1,"tweetType":2,"object":{"id":"f45223e108014682a48b80f0b725301a","tweetId":"340533232","title":"科技时代,中国崛起#投资","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0300fg10000c1ja6fu5de9b05f92qcg&ratio=720p&line=0","poster":"https://p9.douyinpic.com/img/tos-cn-p-0015/40978ec635204aa08cf18f9038846ad4~c5_300x400.jpeg?from=2563711402_large","shareLink":"https://v.douyin.com/e2a2r8R/"},"viewCount":3150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340437374,"gmtCreate":1617448399898,"gmtModify":1617453030088,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n 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$贵州茅台(600519)$$伊利股份(600887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340490722","isVote":1,"tweetType":2,"object":{"id":"0dd41c5c683c448a8eb837b16cde06fa","tweetId":"340490722","title":"房产最稳,机构最牛,股市波动最大#投资","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0d00fg10000c1j9d0geu6ft1uv7vuvg&ratio=720p&line=0","poster":"https://p26.douyinpic.com/img/tos-cn-p-0015/0b75039fff5d4a97b489d096accd15e3~c5_300x400.jpeg?from=2563711402_large","shareLink":"https://v.douyin.com/e2HBGsR/"},"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340493455,"gmtCreate":1617444472377,"gmtModify":1617446600636,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n 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#投资","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0200f680000c1gq913hairvlsknamug&ratio=720p&line=0","poster":"https://p3.douyinpic.com/img/tos-cn-p-0015/1f732305699f4a98966fd258d7c1c608~c5_300x400.jpeg?from=2563711402_large","shareLink":"https://v.douyin.com/e2HU6jG/"},"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340587359,"gmtCreate":1617433548771,"gmtModify":1617435492078,"author":{"id":"3580485231677476","authorId":"3580485231677476","name":"聚合璯资本俱乐部","avatar":"https://static.tigerbbs.com/bbccf3e6d52b28e8d20fb4e5c4be53ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 至少房地产企业,中国吊打全世界:新鸿基地产、万科、恒大、碧桂园……[财迷] [财迷] [财迷] <a href=\"https://laohu8.com/S/00016\">$新鸿基地产(00016)$</a><a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a><a href=\"https://laohu8.com/S/000002\">$万科A(000002)$</a>\n \n","listText":"至少房地产企业,中国吊打全世界:新鸿基地产、万科、恒大、碧桂园……[财迷] [财迷] [财迷] <a href=\"https://laohu8.com/S/00016\">$新鸿基地产(00016)$</a><a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a><a href=\"https://laohu8.com/S/000002\">$万科A(000002)$</a>","text":"至少房地产企业,中国吊打全世界:新鸿基地产、万科、恒大、碧桂园……[财迷] [财迷] [财迷] 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