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午五牛牛
2022-02-15
蝇子肉 不够发红包
午五牛牛
2021-07-23
这篇文章不错,转发给大家看
抱歉,原内容已删除
午五牛牛
2021-07-15
有分析 有走向
抱歉,原内容已删除
午五牛牛
2021-07-02
真是没法想像
盘前异动:牛!明星大妖又涨30%,维珍银河涨27%
午五牛牛
2021-06-25
这篇文章不错,转发给大家看
抱歉,原内容已删除
午五牛牛
2021-06-24
这篇文章不错,转发给大家看
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17:19","market":"us","language":"zh","title":"盘前异动:牛!明星大妖又涨30%,维珍银河涨27%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107877270","media":"老虎资讯综合","summary":"摘要:把创始人“送”上太空,维珍银河涨超27%;昨日暴涨97%的大妖股继续疯狂,普普文化盘前涨超30%;造车新势力走弱,蔚来、理想、小鹏齐齐下跌。\n\n7月2日,美国三大股指期货涨跌不一,截至发稿,道指","content":"<blockquote>\n <b>摘要:把创始人“送”上太空,<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>涨超27%;昨日暴涨97%的大妖股继续疯狂,普普文化盘前涨超30%;造车新势力走弱,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏齐齐下跌。</b>\n</blockquote>\n<p>7月2日,美国三大股指期货涨跌不一,截至发稿,道指期货跌0.03%;标普500指数期货涨0.01%;纳斯达克100指数期货涨0.09%。<img src=\"https://static.tigerbbs.com/3254d85cd7569efa21f6ce59ee1bfa32\" tg-width=\"828\" tg-height=\"241\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>美股盘前涨超27%,该股一度涨超35%。此前该公司宣布将尝试于7月11日进行一次太空飞行测试,并将把创始人送上太空,抢跑贝佐斯。</p>\n<p>昨日明星大妖股普普文化(CPOP.O)盘前涨超30%,昨日概股大涨97.69%,盘中多次触发熔断。公司主要业务着眼于嘻哈文化内容的娱乐化运营,包括娱乐活动、嘻哈相关线上节目等,此外还为客户提供活动策划和营销服务。公司曾于2016年挂牌新三板,于2019年从新三板退市。招股书显示,截止2019年6月30日和2020年6月30日的财年中,普普文化净利润分别为383万美元和263万美元,下滑31%;净利率从20%下滑至17%。</p>\n<p>中概在线教育股盘前走弱,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超3%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超1%。北京出手:全面开启小学暑假托管,不组织培训,不集体授课!</p>\n<p>中概电商股盘前下挫,<a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜跌超4%,<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超1%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌0.7%。</p>\n<p>造车新势力盘前下跌,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均跌超1%。</p>\n<p>航天军工企业TAT(TATT.O)盘前涨超44%,公司宣布与与<a href=\"https://laohu8.com/S/HON\">霍尼韦尔</a>(HON.O)建立新的动力装置维护合作伙伴关系。</p>\n<p>人力资源解决方案公司<a href=\"https://laohu8.com/S/STAF\">Staffing 360 Solutions Inc.</a>(STAF.O)盘前涨超43%,公司宣布将普通股进行反向拆分,拆分后的股票与拆分前的股票之比为1:6。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动:牛!明星大妖又涨30%,维珍银河涨27%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动:牛!明星大妖又涨30%,维珍银河涨27%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-02 17:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要:把创始人“送”上太空,<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>涨超27%;昨日暴涨97%的大妖股继续疯狂,普普文化盘前涨超30%;造车新势力走弱,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏齐齐下跌。</b>\n</blockquote>\n<p>7月2日,美国三大股指期货涨跌不一,截至发稿,道指期货跌0.03%;标普500指数期货涨0.01%;纳斯达克100指数期货涨0.09%。<img src=\"https://static.tigerbbs.com/3254d85cd7569efa21f6ce59ee1bfa32\" tg-width=\"828\" tg-height=\"241\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>美股盘前涨超27%,该股一度涨超35%。此前该公司宣布将尝试于7月11日进行一次太空飞行测试,并将把创始人送上太空,抢跑贝佐斯。</p>\n<p>昨日明星大妖股普普文化(CPOP.O)盘前涨超30%,昨日概股大涨97.69%,盘中多次触发熔断。公司主要业务着眼于嘻哈文化内容的娱乐化运营,包括娱乐活动、嘻哈相关线上节目等,此外还为客户提供活动策划和营销服务。公司曾于2016年挂牌新三板,于2019年从新三板退市。招股书显示,截止2019年6月30日和2020年6月30日的财年中,普普文化净利润分别为383万美元和263万美元,下滑31%;净利率从20%下滑至17%。</p>\n<p>中概在线教育股盘前走弱,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超3%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超1%。北京出手:全面开启小学暑假托管,不组织培训,不集体授课!</p>\n<p>中概电商股盘前下挫,<a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜跌超4%,<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超1%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌0.7%。</p>\n<p>造车新势力盘前下跌,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均跌超1%。</p>\n<p>航天军工企业TAT(TATT.O)盘前涨超44%,公司宣布与与<a href=\"https://laohu8.com/S/HON\">霍尼韦尔</a>(HON.O)建立新的动力装置维护合作伙伴关系。</p>\n<p>人力资源解决方案公司<a href=\"https://laohu8.com/S/STAF\">Staffing 360 Solutions Inc.</a>(STAF.O)盘前涨超43%,公司宣布将普通股进行反向拆分,拆分后的股票与拆分前的股票之比为1:6。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"CPOP":"普普文化","GOTU":"高途","EDU":"新东方","SPCE":"维珍银河","TAL":"好未来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107877270","content_text":"摘要:把创始人“送”上太空,维珍银河涨超27%;昨日暴涨97%的大妖股继续疯狂,普普文化盘前涨超30%;造车新势力走弱,蔚来、理想、小鹏齐齐下跌。\n\n7月2日,美国三大股指期货涨跌不一,截至发稿,道指期货跌0.03%;标普500指数期货涨0.01%;纳斯达克100指数期货涨0.09%。维珍银河美股盘前涨超27%,该股一度涨超35%。此前该公司宣布将尝试于7月11日进行一次太空飞行测试,并将把创始人送上太空,抢跑贝佐斯。\n昨日明星大妖股普普文化(CPOP.O)盘前涨超30%,昨日概股大涨97.69%,盘中多次触发熔断。公司主要业务着眼于嘻哈文化内容的娱乐化运营,包括娱乐活动、嘻哈相关线上节目等,此外还为客户提供活动策划和营销服务。公司曾于2016年挂牌新三板,于2019年从新三板退市。招股书显示,截止2019年6月30日和2020年6月30日的财年中,普普文化净利润分别为383万美元和263万美元,下滑31%;净利率从20%下滑至17%。\n中概在线教育股盘前走弱,高途跌超3%,新东方、好未来跌超1%。北京出手:全面开启小学暑假托管,不组织培训,不集体授课!\n中概电商股盘前下挫,叮咚买菜跌超4%,每日优鲜跌超2%,阿里巴巴、唯品会跌超1%,拼多多跌0.7%。\n造车新势力盘前下跌,蔚来、理想汽车、小鹏汽车均跌超1%。\n航天军工企业TAT(TATT.O)盘前涨超44%,公司宣布与与霍尼韦尔(HON.O)建立新的动力装置维护合作伙伴关系。\n人力资源解决方案公司Staffing 360 Solutions Inc.(STAF.O)盘前涨超43%,公司宣布将普通股进行反向拆分,拆分后的股票与拆分前的股票之比为1:6。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122794079,"gmtCreate":1624632499391,"gmtModify":1624632499391,"author":{"id":"3581671184408394","authorId":"3581671184408394","name":"午五牛牛","avatar":"https://static.tigerbbs.com/5d898620d231aa2dfd4d05d519cc69da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581671184408394","authorIdStr":"3581671184408394"},"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/122794079","repostId":"1110420207","repostType":2,"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128695471,"gmtCreate":1624512701793,"gmtModify":1624512701793,"author":{"id":"3581671184408394","authorId":"3581671184408394","name":"午五牛牛","avatar":"https://static.tigerbbs.com/5d898620d231aa2dfd4d05d519cc69da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581671184408394","authorIdStr":"3581671184408394"},"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/128695471","repostId":"1136951406","repostType":2,"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":631729374,"gmtCreate":1644938413076,"gmtModify":1644938413076,"author":{"id":"3581671184408394","authorId":"3581671184408394","name":"午五牛牛","avatar":"https://static.tigerbbs.com/5d898620d231aa2dfd4d05d519cc69da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581671184408394","authorIdStr":"3581671184408394"},"themes":[],"htmlText":"蝇子肉 不够发红包","listText":"蝇子肉 不够发红包","text":"蝇子肉 不够发红包","images":[{"img":"https://static.tigerbbs.com/d756655cc887b9b1d87dbf3ad1db99eb","width":"1080","height":"1684"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631729374","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":175114461,"gmtCreate":1627013731553,"gmtModify":1627013731553,"author":{"id":"3581671184408394","authorId":"3581671184408394","name":"午五牛牛","avatar":"https://static.tigerbbs.com/5d898620d231aa2dfd4d05d519cc69da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581671184408394","authorIdStr":"3581671184408394"},"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/175114461","repostId":"2153679466","repostType":4,"repost":{"id":"2153679466","pubTimestamp":1627007024,"share":"https://www.laohu8.com/m/news/2153679466?lang=&edition=full","pubTime":"2021-07-23 10:23","market":"sh","language":"zh","title":"A股的精彩“内战”:茅族与宁族,谁是真正王者?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153679466","media":"格隆汇","summary":"茅族没有能打的,但宁族的进攻势头也可能减弱,未来一段时间可能会是个僵局。","content":"<p>几个月以前的A股大草原上,茅台像太阳一样炙烤着大地,水源已经非常匮乏,动物们都在四散逃离,只有茅族们还在啃着少有的绿洲,偶尔风过,茅族们不安地抬抬头,随后继续安详地啃着草,不管要命3000。</p>\n<p><b>茅族们怎么也不会知道,那是它们最后的好时光。</b></p>\n<p>一场自然灾难突然袭来,传说是因为太平洋那边起风了,美债收益率一路飙升,最终触发了218大崩盘。</p>\n<p>这场崩盘,打破了原来草原的生态平衡,一个新的物种正在崛起——<b>宁族。</b></p>\n<p>开始的时候大家还没注意,那个时候<a href=\"https://laohu8.com/S/300750\">宁德时代</a>还属于茅族,是电池茅,谁也没想到它会自立门户,那个时候大家还在欢呼白酒YYDS。</p>\n<p><b>从6月份开始,宁族的崛起越发明显,并且势不可挡,最终导致7月宁族的大本营创业板指数向茅族的大本营上证指数发起了逼宫之战。</b><img src=\"https://static.tigerbbs.com/5a2350e5b3ed8166c50b5fa1cc99b6f1\" tg-width=\"964\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c2d3bdd77d62aa282dc996b36b3f4562\" tg-width=\"965\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p>一个星期前,宁族向茅族发起了进攻,创业板指数超过了上证指数,随后创业板指数大幅回落,但很快,宁族重新集结,昨天创业板指数再度逼宫上证指数。</p>\n<p><b>面对宁族的咄咄逼人之势,茅族一个能打的都没有,关键时刻,还是靠着茅族提前打入宁族大本营创业板的内奸<a href=\"https://laohu8.com/S/300999\">金龙鱼</a>给力,金龙鱼昨天大跌4%,高位下来,差不多腰斩,总算拖住了宁族的进攻步伐。</b></p>\n<p><img src=\"https://static.tigerbbs.com/89970752e380f31e7a3796bf3d05bdd9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>跟上周一样,昨天逼宫后,创业板指数稍作休息,上证指数得以喘息。</p>\n<p>但是,看目前的形势,宁族随时可能发起新一轮进攻,一而再,再而三,茅族下次还能守住大本营上证指数不?</p>\n<p>试拿茅族里我熟悉的几员大将说下。</p>\n<p>先说<b>族长茅台</b>,这个族长太不给力了,汾鬼舍得<a href=\"https://laohu8.com/S/600779\">水井坊</a>轮番新高,但茅台却基本没涨,连带的大白酒们在白酒新贵面前成为腐朽的过去。茅台不涨的原因有二,一是估值本身不低,50倍+,二是茅台虽有确定性,但增速不行。而218崩盘这场飓风改变了草原生态,确定性、稳健性、家底厚实等要素靠边站,成长性成为评判价值的唯一标准。</p>\n<p><img src=\"https://static.tigerbbs.com/6ef61e13ece05ac19e5eb9a574d604dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>当然,茅台是有潜力改变这一切的,茅台的股价与批价的喇叭口已经越张越大。当前茅台的出厂价969,直营的出货价1399,而一批价已经上行到3700。问题只是,尽管友商们轮番提价,白酒的标杆茅台能顶着通胀的高帽子,提价?总之,这是一个充满诱惑却又充满无奈的喇叭口。</p>\n<p><img src=\"https://static.tigerbbs.com/0d9268c0723ee91fd3defb4d593077bd\" tg-width=\"979\" tg-height=\"611\" referrerpolicy=\"no-referrer\"></p>\n<p>再说这两天有点想挺身护卫上证指数的<b>险茅<a href=\"https://laohu8.com/S/601318\">中国平安</a></b>。平安倒是有意思,这两天眼看又要下台阶了,突然挣扎着起来了。但眼下指望平安能打,恐怕也不容易。平安现在问题有三,一是美团快递社区团购等崛起,抢走了它许多代理人;二是疫情影响了客户线下见面意愿,而线上促成成交的话术又还不成熟;三是过去保险是过度开发了中等收入群体,高净值客户开发不足,而疫情影响了前者的收入。概括来说,还是保险过去的粗放代理人模式受到了挑战。即使保险的未来是光明的,但调整是需要时间的。当前指望平安崛起,不现实,平安能稳住不新低已是万幸。</p>\n<p><img src=\"https://static.tigerbbs.com/8a60ec30de335da5cde966093b53a20f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>然后<b>猪茅牧原</b>昨天又新低了。牧原的问题也很清晰,就是行业产能起来,猪价一路下跌。虽然牧原的养殖成本非常给力,在友商巨亏的背景下,仍然能盈利(这也让它饱受争议),但是,明显产量的增长赶不上猪价的下行,利润继续下行是大概率的。参考以前猪价的下行周期,怎么着也得一年半左右,然后再借助特殊事件,猪价重新崛起。当前这波猪价下行也就半年左右,明显离拐点还早。也许有人会拿2017年猪价下行,但牧原股价已经上行说事,但需知,那个时候牧原是什么体量,现在又是什么体量,还能指望牧原短时间里生猪出栏量翻十倍?所以,牧原是不能打的。</p>\n<p><img src=\"https://static.tigerbbs.com/70d32b7f06830f1e8241531dc7c1efe3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>再说<b>酱茅,海天</b>昨天大跌近4个点。调味品的问题有三,一是疫情影响,去年压货完成目标,今年渠道库存高企;二是估值高,吸引了各种资本涌入,加剧了竞争,这里尤其是复合调味品,格局变得更差;三是社区团购等新渠道的兴起,冲击了原有的经销体系及价格体系。二季报预计调味品会集体炸雷,海天过往每个季度都能有20左右的增长,预计这个季度都可能降到个位数。这个雷炸完前,指望海天能打,不现实。</p>\n<p><img src=\"https://static.tigerbbs.com/7b31951a9459786f871032152768ccb4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>奶茅伊利</b>跟海天一样,去年基数高,今年二季度增速也不会好,这个雷落地前,估计也指望不上。伊利好的一点是估值已经合理了,中报雷落地后,下半年也许会有提价上的刺激,中报后可以关注。</p>\n<p><img src=\"https://static.tigerbbs.com/95e45d72d674dc17abe435fff3cbb238\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>机械茅<a href=\"https://laohu8.com/S/600031\">三一重工</a></b>过去被捶哭了,今天突然崛起,但这个板块我没追踪,不知道要点在哪。</p>\n<p><img src=\"https://static.tigerbbs.com/f19406a6023dac72078412ebb0668d28\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>药茅恒瑞</b>被捶35个点,也是奄奄一息,不太懂这个行业,不知道啥原因。格力美的,虽不在上证指数里,也算老牌的茅族,一样跌得奄奄一息。其他茅类资产,如眼茅爱尔,是加入了宁族,助力创业板指数挑了上证。</p>\n<p><img src=\"https://static.tigerbbs.com/564672ea942dcf26ad5270e4ea238f92\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>银茅招行</b>可能是主要大将里唯一可以一战的,如果招行可以带领银行反弹一波,倒是可能挽上证之将倾。只是银行在A股素来不受待见,也就四大行招波平兴,还有些资金会理理。由于年初的利率上扬逻辑现在看来行不通,加上地产那边老是各种风声,四大行中的兴波平都被捶哭,招行独木苦撑,能不能撑住,也不好说。另外,老四大行都已经跌到去年7月启动的水平,会不会挺身而出,也是未知数。</p>\n<p><img src=\"https://static.tigerbbs.com/28791f7cc12d0d4f9762320f68d63be2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>所以,数来数去,茅族当下没有能打的。</b></p>\n<p>上证指数想躲过创业板指数的逼宫,唯一指望是宁族自行瓦解。</p>\n<p>宁族最正宗的板块是新能源和锂电,光伏、半导体,还有疫苗等也可归入类宁族。</p>\n<p>它们的优势很明显,就是<b>成长性非常高</b>,劣势也明显,就是<b>估值一个个奇高</b>。并且放到更长的周期角度来说,宁族和类宁族许多公司会呈现明显的周期性,逆周期时可能面临双杀风险。</p>\n<p>另外,从交易的属性来说,宁族族长宁德时代被公募基金买到了1237亿,仅次于茅台的规模,顶着这样的估值,后续还指望有源源不断的资金流入,短期内恐怕也难。<img src=\"https://static.tigerbbs.com/760ca358476853389ec6982e9e65ed88\" tg-width=\"1080\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p>\n<p>所以,看下来,茅族没有能打的,但宁族的进攻势头也可能减弱,未来一段时间可能会是个僵局。</p>\n<p><b>茅族这边的变数应该还是在大金融</b>,地产尝试过几次反弹,都以失败告终,今天资金意图再次试盘地产,看后续。地产如果止跌,银行,甚至<a href=\"https://laohu8.com/S/02318\">中国平安</a>,以及房地产上下游产业链可能均能得到拯救。</p>\n<p>宁族这边,中报行情陆陆续续走完,后续需要一些高频的产业数据,或者政策上的利好,刺激资金对高成长的坚定信仰。</p>\n<p>做个调查,如果现在你打算加仓,你打算买茅族族长——<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>,还是宁族族长——宁德时代?</p>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A股的精彩“内战”:茅族与宁族,谁是真正王者?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股的精彩“内战”:茅族与宁族,谁是真正王者?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 10:23 北京时间 <a href=https://www.gelonghui.com/p/477054><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>几个月以前的A股大草原上,茅台像太阳一样炙烤着大地,水源已经非常匮乏,动物们都在四散逃离,只有茅族们还在啃着少有的绿洲,偶尔风过,茅族们不安地抬抬头,随后继续安详地啃着草,不管要命3000。\n茅族们怎么也不会知道,那是它们最后的好时光。\n一场自然灾难突然袭来,传说是因为太平洋那边起风了,美债收益率一路飙升,最终触发了218大崩盘。\n这场崩盘,打破了原来草原的生态平衡,一个新的物种正在崛起——宁族。...</p>\n\n<a href=\"https://www.gelonghui.com/p/477054\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d84867ef1cc8c8964ab4281823cd33d8","relate_stocks":{"300750":"宁德时代","600519":"贵州茅台"},"source_url":"https://www.gelonghui.com/p/477054","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153679466","content_text":"几个月以前的A股大草原上,茅台像太阳一样炙烤着大地,水源已经非常匮乏,动物们都在四散逃离,只有茅族们还在啃着少有的绿洲,偶尔风过,茅族们不安地抬抬头,随后继续安详地啃着草,不管要命3000。\n茅族们怎么也不会知道,那是它们最后的好时光。\n一场自然灾难突然袭来,传说是因为太平洋那边起风了,美债收益率一路飙升,最终触发了218大崩盘。\n这场崩盘,打破了原来草原的生态平衡,一个新的物种正在崛起——宁族。\n开始的时候大家还没注意,那个时候宁德时代还属于茅族,是电池茅,谁也没想到它会自立门户,那个时候大家还在欢呼白酒YYDS。\n从6月份开始,宁族的崛起越发明显,并且势不可挡,最终导致7月宁族的大本营创业板指数向茅族的大本营上证指数发起了逼宫之战。\n\n一个星期前,宁族向茅族发起了进攻,创业板指数超过了上证指数,随后创业板指数大幅回落,但很快,宁族重新集结,昨天创业板指数再度逼宫上证指数。\n面对宁族的咄咄逼人之势,茅族一个能打的都没有,关键时刻,还是靠着茅族提前打入宁族大本营创业板的内奸金龙鱼给力,金龙鱼昨天大跌4%,高位下来,差不多腰斩,总算拖住了宁族的进攻步伐。\n\n跟上周一样,昨天逼宫后,创业板指数稍作休息,上证指数得以喘息。\n但是,看目前的形势,宁族随时可能发起新一轮进攻,一而再,再而三,茅族下次还能守住大本营上证指数不?\n试拿茅族里我熟悉的几员大将说下。\n先说族长茅台,这个族长太不给力了,汾鬼舍得水井坊轮番新高,但茅台却基本没涨,连带的大白酒们在白酒新贵面前成为腐朽的过去。茅台不涨的原因有二,一是估值本身不低,50倍+,二是茅台虽有确定性,但增速不行。而218崩盘这场飓风改变了草原生态,确定性、稳健性、家底厚实等要素靠边站,成长性成为评判价值的唯一标准。\n\n当然,茅台是有潜力改变这一切的,茅台的股价与批价的喇叭口已经越张越大。当前茅台的出厂价969,直营的出货价1399,而一批价已经上行到3700。问题只是,尽管友商们轮番提价,白酒的标杆茅台能顶着通胀的高帽子,提价?总之,这是一个充满诱惑却又充满无奈的喇叭口。\n\n再说这两天有点想挺身护卫上证指数的险茅中国平安。平安倒是有意思,这两天眼看又要下台阶了,突然挣扎着起来了。但眼下指望平安能打,恐怕也不容易。平安现在问题有三,一是美团快递社区团购等崛起,抢走了它许多代理人;二是疫情影响了客户线下见面意愿,而线上促成成交的话术又还不成熟;三是过去保险是过度开发了中等收入群体,高净值客户开发不足,而疫情影响了前者的收入。概括来说,还是保险过去的粗放代理人模式受到了挑战。即使保险的未来是光明的,但调整是需要时间的。当前指望平安崛起,不现实,平安能稳住不新低已是万幸。\n\n然后猪茅牧原昨天又新低了。牧原的问题也很清晰,就是行业产能起来,猪价一路下跌。虽然牧原的养殖成本非常给力,在友商巨亏的背景下,仍然能盈利(这也让它饱受争议),但是,明显产量的增长赶不上猪价的下行,利润继续下行是大概率的。参考以前猪价的下行周期,怎么着也得一年半左右,然后再借助特殊事件,猪价重新崛起。当前这波猪价下行也就半年左右,明显离拐点还早。也许有人会拿2017年猪价下行,但牧原股价已经上行说事,但需知,那个时候牧原是什么体量,现在又是什么体量,还能指望牧原短时间里生猪出栏量翻十倍?所以,牧原是不能打的。\n\n再说酱茅,海天昨天大跌近4个点。调味品的问题有三,一是疫情影响,去年压货完成目标,今年渠道库存高企;二是估值高,吸引了各种资本涌入,加剧了竞争,这里尤其是复合调味品,格局变得更差;三是社区团购等新渠道的兴起,冲击了原有的经销体系及价格体系。二季报预计调味品会集体炸雷,海天过往每个季度都能有20左右的增长,预计这个季度都可能降到个位数。这个雷炸完前,指望海天能打,不现实。\n\n奶茅伊利跟海天一样,去年基数高,今年二季度增速也不会好,这个雷落地前,估计也指望不上。伊利好的一点是估值已经合理了,中报雷落地后,下半年也许会有提价上的刺激,中报后可以关注。\n\n机械茅三一重工过去被捶哭了,今天突然崛起,但这个板块我没追踪,不知道要点在哪。\n\n药茅恒瑞被捶35个点,也是奄奄一息,不太懂这个行业,不知道啥原因。格力美的,虽不在上证指数里,也算老牌的茅族,一样跌得奄奄一息。其他茅类资产,如眼茅爱尔,是加入了宁族,助力创业板指数挑了上证。\n\n银茅招行可能是主要大将里唯一可以一战的,如果招行可以带领银行反弹一波,倒是可能挽上证之将倾。只是银行在A股素来不受待见,也就四大行招波平兴,还有些资金会理理。由于年初的利率上扬逻辑现在看来行不通,加上地产那边老是各种风声,四大行中的兴波平都被捶哭,招行独木苦撑,能不能撑住,也不好说。另外,老四大行都已经跌到去年7月启动的水平,会不会挺身而出,也是未知数。\n\n所以,数来数去,茅族当下没有能打的。\n上证指数想躲过创业板指数的逼宫,唯一指望是宁族自行瓦解。\n宁族最正宗的板块是新能源和锂电,光伏、半导体,还有疫苗等也可归入类宁族。\n它们的优势很明显,就是成长性非常高,劣势也明显,就是估值一个个奇高。并且放到更长的周期角度来说,宁族和类宁族许多公司会呈现明显的周期性,逆周期时可能面临双杀风险。\n另外,从交易的属性来说,宁族族长宁德时代被公募基金买到了1237亿,仅次于茅台的规模,顶着这样的估值,后续还指望有源源不断的资金流入,短期内恐怕也难。\n所以,看下来,茅族没有能打的,但宁族的进攻势头也可能减弱,未来一段时间可能会是个僵局。\n茅族这边的变数应该还是在大金融,地产尝试过几次反弹,都以失败告终,今天资金意图再次试盘地产,看后续。地产如果止跌,银行,甚至中国平安,以及房地产上下游产业链可能均能得到拯救。\n宁族这边,中报行情陆陆续续走完,后续需要一些高频的产业数据,或者政策上的利好,刺激资金对高成长的坚定信仰。\n做个调查,如果现在你打算加仓,你打算买茅族族长——贵州茅台,还是宁族族长——宁德时代?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144231535,"gmtCreate":1626298153727,"gmtModify":1626298153727,"author":{"id":"3581671184408394","authorId":"3581671184408394","name":"午五牛牛","avatar":"https://static.tigerbbs.com/5d898620d231aa2dfd4d05d519cc69da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581671184408394","authorIdStr":"3581671184408394"},"themes":[],"htmlText":"有分析 有走向","listText":"有分析 有走向","text":"有分析 有走向","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144231535","repostId":"1183773032","repostType":4,"repost":{"id":"1183773032","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626272220,"share":"https://www.laohu8.com/m/news/1183773032?lang=&edition=full","pubTime":"2021-07-14 22:17","market":"us","language":"zh","title":"WSB概念股走势分化,上为集团大涨80%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183773032","media":"老虎资讯综合","summary":"周三WSB概念股走势分化,上为集团大涨80%,AMC院线跌近10%。","content":"<p>周三WSB概念股走势分化,<a href=\"https://laohu8.com/S/SGOC\">上为集团</a>大涨80%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌近10%。</p>\n<p><img src=\"https://static.tigerbbs.com/d50be1ccc163672b31e2685fa5c42abe\" tg-width=\"352\" tg-height=\"658\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>WSB概念股走势分化,上为集团大涨80%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta 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class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-14 22:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三WSB概念股走势分化,<a href=\"https://laohu8.com/S/SGOC\">上为集团</a>大涨80%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌近10%。</p>\n<p><img src=\"https://static.tigerbbs.com/d50be1ccc163672b31e2685fa5c42abe\" tg-width=\"352\" tg-height=\"658\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a947d27eb2256314567e385bb624d9a","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183773032","content_text":"周三WSB概念股走势分化,上为集团大涨80%,AMC院线跌近10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156629408,"gmtCreate":1625219597704,"gmtModify":1625219597704,"author":{"id":"3581671184408394","authorId":"3581671184408394","name":"午五牛牛","avatar":"https://static.tigerbbs.com/5d898620d231aa2dfd4d05d519cc69da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581671184408394","authorIdStr":"3581671184408394"},"themes":[],"htmlText":"真是没法想像","listText":"真是没法想像","text":"真是没法想像","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156629408","repostId":"1107877270","repostType":4,"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122794079,"gmtCreate":1624632499391,"gmtModify":1624632499391,"author":{"id":"3581671184408394","authorId":"3581671184408394","name":"午五牛牛","avatar":"https://static.tigerbbs.com/5d898620d231aa2dfd4d05d519cc69da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581671184408394","authorIdStr":"3581671184408394"},"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/122794079","repostId":"1110420207","repostType":2,"repost":{"id":"1110420207","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624425113,"share":"https://www.laohu8.com/m/news/1110420207?lang=&edition=full","pubTime":"2021-06-23 13:11","market":"us","language":"zh","title":"一图看懂 | 每日优鲜,中国社区零售数字化平台领先者","url":"https://stock-news.laohu8.com/highlight/detail?id=1110420207","media":"老虎资讯综合","summary":"","content":"<p><img src=\"https://static.tigerbbs.com/09026b36a51da9e2b8e9011284859086\" tg-width=\"750\" tg-height=\"15460\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一图看懂 | 每日优鲜,中国社区零售数字化平台领先者</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一图看懂 | 每日优鲜,中国社区零售数字化平台领先者\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-23 13:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/09026b36a51da9e2b8e9011284859086\" tg-width=\"750\" tg-height=\"15460\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110420207","content_text":"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128695471,"gmtCreate":1624512701793,"gmtModify":1624512701793,"author":{"id":"3581671184408394","authorId":"3581671184408394","name":"午五牛牛","avatar":"https://static.tigerbbs.com/5d898620d231aa2dfd4d05d519cc69da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581671184408394","authorIdStr":"3581671184408394"},"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/128695471","repostId":"1136951406","repostType":2,"repost":{"id":"1136951406","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624497362,"share":"https://www.laohu8.com/m/news/1136951406?lang=&edition=full","pubTime":"2021-06-24 09:16","market":"hk","language":"zh","title":"朝聚眼科今起招股,一手入场费约5353.41港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1136951406","media":"老虎资讯综合","summary":"6月24日,朝聚眼科发布公告,公司于6月24日至6月29日招股;公司拟全球发售1.7093亿股股份,其中香港发售股份1709.3万股,国际发售股份1.53837亿股;每股发行价9.48-10.60港元","content":"<p>6月24日,朝聚眼科发布公告,公司于6月24日至6月29日招股;公司拟全球发售1.7093亿股股份,其中香港发售股份1709.3万股,国际发售股份1.53837亿股;每股发行价9.48-10.60港元,每手买卖单位500股,入场费约5353.41港元;海通国际及华泰国际为联席保荐人,预期股份将于7月7日于联交所主板挂牌上市。</p>\n<p><b>Tiger Trade将于11:30开放申购【</b><a href=\"https://www-web.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\"><b>申购入口</b></a><b>】</b></p>\n<p><img src=\"https://static.tigerbbs.com/396a841474a75b2709096e6774872273\" tg-width=\"850\" tg-height=\"763\" referrerpolicy=\"no-referrer\"></p>\n<p><b>申购阶梯:</b></p>\n<p>每手500股,入场费5353.41港元。</p>\n<p>乙组门槛为50万股,申购所需资金约5353408.1港元。</p>\n<p><img src=\"https://static.tigerbbs.com/3ad211e1911379810ca70b4c49d2cfe8\" tg-width=\"1153\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>\n<p>集团是中国华北地区领先、全国知名的眼科医疗服务集团。根据弗若斯特沙利文报告,于民营眼科医院中,按2020年的收益总额计,集团在内蒙古排名第一、在中国华北地区排名第二及在中国排名第五。中国拥有一个庞大且快速成长的眼科医疗服务市场。根据弗若斯特沙利文报告,中国眼科医疗服务市场的规模从2015年的人民币730亿元增加至2019年的人民币1,275亿元,复合年增长率达15.0%,预计将进一步增至2024年的人民币2,231亿元;中国华北地区眼科医疗服务市场的规模从2015年的人民币132亿元增加至2019年的人民币212亿元,复合年增长率达12.5%,预计将进一步增长至2024年的人民币337亿元;内蒙古眼科医疗服务市场的规模由2015年的人民币11亿元增至2019年的人民币20亿元,复合年增长率达15.6%,预期将进一步增长至2024年的人民币33亿元。随着人口增加,加上眼科医疗服务需求殷切,预期中国眼科医疗服务市场的增长潜力庞大。凭藉集团于眼科服务的经验及市场领先优势,集团相信集团处于有利位置以把握不断增长的机遇,并从中国眼科服务市场的快速扩展中受惠。</p>\n<p>于往绩记录期间,集团迎来快速增长。集团的收益由2018年的人民币6.327亿元增加13.0%至2019年的人民币7.147亿元,并进一步增加11.1%至2020年的人民币7.943亿元。集团的纯利亦由2018年的人民币2920万元大幅增加至2019年的人民币7080万元,并进一步增加70.2%至2020年的人民币1.205亿元。于2018年、2019年及2020年,集团医院的患者就诊人次分别为638,650名、702,143名及696,206名,且视光中心的客户就诊人次分别为73,935名、79,903名及91,660名。</p>\n<p><img src=\"https://static.tigerbbs.com/9b85516f9bf7cbda5d3618c2a26e58d7\" tg-width=\"957\" tg-height=\"639\" referrerpolicy=\"no-referrer\"></p>\n<p>集团已与基石投资者订立基石投资协议,据此,基石投资者已同意按发售价认购或促使其指定实体按发售价认购若干数目的发售股份。基石投资者已同意按发售价认购可认购有关数目的发售股份,总额为1.02亿美元或约7.92亿港元。按发售价每股10.04港元(即发售价范围中位数)计算,假设超额配股权不获行使,基石投资者将予认购的股份总数为7883.95万股,占发售股份约46.12%及紧随全球发售完成后已发行股本总额约11.47%。基石投资者包括富国基金管理有限公司、Gigantic Wealth Holdings Limited、通柏资本(香港)有限公司、及The Valliance Fund。</p>\n<p><img src=\"https://static.tigerbbs.com/bec0f4980a5f1eb938ada0e1abe84825\" tg-width=\"946\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>假设发售价为每股10.04港元(即发售价范围中位数),并假设超额配股权未获行使,集团估计收取的全球发售所得款项净额将约为12.832亿港元。其中,全球发售所得款项净额约35.8%将用于建立新医院以及搬迁、升级及装修现有医院;约44.8%将在出现合适机遇时,用于在人口庞大且对眼科医疗服务需求相对较高的新市场中收购医院;约9.4%将用于升级集团的信息技术系统;及约10.0%将用于营运资金及其他一般企业用途。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>朝聚眼科今起招股,一手入场费约5353.41港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n朝聚眼科今起招股,一手入场费约5353.41港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-24 09:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月24日,朝聚眼科发布公告,公司于6月24日至6月29日招股;公司拟全球发售1.7093亿股股份,其中香港发售股份1709.3万股,国际发售股份1.53837亿股;每股发行价9.48-10.60港元,每手买卖单位500股,入场费约5353.41港元;海通国际及华泰国际为联席保荐人,预期股份将于7月7日于联交所主板挂牌上市。</p>\n<p><b>Tiger Trade将于11:30开放申购【</b><a href=\"https://www-web.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\"><b>申购入口</b></a><b>】</b></p>\n<p><img src=\"https://static.tigerbbs.com/396a841474a75b2709096e6774872273\" tg-width=\"850\" tg-height=\"763\" referrerpolicy=\"no-referrer\"></p>\n<p><b>申购阶梯:</b></p>\n<p>每手500股,入场费5353.41港元。</p>\n<p>乙组门槛为50万股,申购所需资金约5353408.1港元。</p>\n<p><img src=\"https://static.tigerbbs.com/3ad211e1911379810ca70b4c49d2cfe8\" tg-width=\"1153\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>\n<p>集团是中国华北地区领先、全国知名的眼科医疗服务集团。根据弗若斯特沙利文报告,于民营眼科医院中,按2020年的收益总额计,集团在内蒙古排名第一、在中国华北地区排名第二及在中国排名第五。中国拥有一个庞大且快速成长的眼科医疗服务市场。根据弗若斯特沙利文报告,中国眼科医疗服务市场的规模从2015年的人民币730亿元增加至2019年的人民币1,275亿元,复合年增长率达15.0%,预计将进一步增至2024年的人民币2,231亿元;中国华北地区眼科医疗服务市场的规模从2015年的人民币132亿元增加至2019年的人民币212亿元,复合年增长率达12.5%,预计将进一步增长至2024年的人民币337亿元;内蒙古眼科医疗服务市场的规模由2015年的人民币11亿元增至2019年的人民币20亿元,复合年增长率达15.6%,预期将进一步增长至2024年的人民币33亿元。随着人口增加,加上眼科医疗服务需求殷切,预期中国眼科医疗服务市场的增长潜力庞大。凭藉集团于眼科服务的经验及市场领先优势,集团相信集团处于有利位置以把握不断增长的机遇,并从中国眼科服务市场的快速扩展中受惠。</p>\n<p>于往绩记录期间,集团迎来快速增长。集团的收益由2018年的人民币6.327亿元增加13.0%至2019年的人民币7.147亿元,并进一步增加11.1%至2020年的人民币7.943亿元。集团的纯利亦由2018年的人民币2920万元大幅增加至2019年的人民币7080万元,并进一步增加70.2%至2020年的人民币1.205亿元。于2018年、2019年及2020年,集团医院的患者就诊人次分别为638,650名、702,143名及696,206名,且视光中心的客户就诊人次分别为73,935名、79,903名及91,660名。</p>\n<p><img src=\"https://static.tigerbbs.com/9b85516f9bf7cbda5d3618c2a26e58d7\" tg-width=\"957\" tg-height=\"639\" referrerpolicy=\"no-referrer\"></p>\n<p>集团已与基石投资者订立基石投资协议,据此,基石投资者已同意按发售价认购或促使其指定实体按发售价认购若干数目的发售股份。基石投资者已同意按发售价认购可认购有关数目的发售股份,总额为1.02亿美元或约7.92亿港元。按发售价每股10.04港元(即发售价范围中位数)计算,假设超额配股权不获行使,基石投资者将予认购的股份总数为7883.95万股,占发售股份约46.12%及紧随全球发售完成后已发行股本总额约11.47%。基石投资者包括富国基金管理有限公司、Gigantic Wealth Holdings Limited、通柏资本(香港)有限公司、及The Valliance Fund。</p>\n<p><img src=\"https://static.tigerbbs.com/bec0f4980a5f1eb938ada0e1abe84825\" tg-width=\"946\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>假设发售价为每股10.04港元(即发售价范围中位数),并假设超额配股权未获行使,集团估计收取的全球发售所得款项净额将约为12.832亿港元。其中,全球发售所得款项净额约35.8%将用于建立新医院以及搬迁、升级及装修现有医院;约44.8%将在出现合适机遇时,用于在人口庞大且对眼科医疗服务需求相对较高的新市场中收购医院;约9.4%将用于升级集团的信息技术系统;及约10.0%将用于营运资金及其他一般企业用途。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02219":"朝聚眼科"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136951406","content_text":"6月24日,朝聚眼科发布公告,公司于6月24日至6月29日招股;公司拟全球发售1.7093亿股股份,其中香港发售股份1709.3万股,国际发售股份1.53837亿股;每股发行价9.48-10.60港元,每手买卖单位500股,入场费约5353.41港元;海通国际及华泰国际为联席保荐人,预期股份将于7月7日于联交所主板挂牌上市。\nTiger Trade将于11:30开放申购【申购入口】\n\n申购阶梯:\n每手500股,入场费5353.41港元。\n乙组门槛为50万股,申购所需资金约5353408.1港元。\n\n集团是中国华北地区领先、全国知名的眼科医疗服务集团。根据弗若斯特沙利文报告,于民营眼科医院中,按2020年的收益总额计,集团在内蒙古排名第一、在中国华北地区排名第二及在中国排名第五。中国拥有一个庞大且快速成长的眼科医疗服务市场。根据弗若斯特沙利文报告,中国眼科医疗服务市场的规模从2015年的人民币730亿元增加至2019年的人民币1,275亿元,复合年增长率达15.0%,预计将进一步增至2024年的人民币2,231亿元;中国华北地区眼科医疗服务市场的规模从2015年的人民币132亿元增加至2019年的人民币212亿元,复合年增长率达12.5%,预计将进一步增长至2024年的人民币337亿元;内蒙古眼科医疗服务市场的规模由2015年的人民币11亿元增至2019年的人民币20亿元,复合年增长率达15.6%,预期将进一步增长至2024年的人民币33亿元。随着人口增加,加上眼科医疗服务需求殷切,预期中国眼科医疗服务市场的增长潜力庞大。凭藉集团于眼科服务的经验及市场领先优势,集团相信集团处于有利位置以把握不断增长的机遇,并从中国眼科服务市场的快速扩展中受惠。\n于往绩记录期间,集团迎来快速增长。集团的收益由2018年的人民币6.327亿元增加13.0%至2019年的人民币7.147亿元,并进一步增加11.1%至2020年的人民币7.943亿元。集团的纯利亦由2018年的人民币2920万元大幅增加至2019年的人民币7080万元,并进一步增加70.2%至2020年的人民币1.205亿元。于2018年、2019年及2020年,集团医院的患者就诊人次分别为638,650名、702,143名及696,206名,且视光中心的客户就诊人次分别为73,935名、79,903名及91,660名。\n\n集团已与基石投资者订立基石投资协议,据此,基石投资者已同意按发售价认购或促使其指定实体按发售价认购若干数目的发售股份。基石投资者已同意按发售价认购可认购有关数目的发售股份,总额为1.02亿美元或约7.92亿港元。按发售价每股10.04港元(即发售价范围中位数)计算,假设超额配股权不获行使,基石投资者将予认购的股份总数为7883.95万股,占发售股份约46.12%及紧随全球发售完成后已发行股本总额约11.47%。基石投资者包括富国基金管理有限公司、Gigantic Wealth Holdings Limited、通柏资本(香港)有限公司、及The Valliance Fund。\n\n假设发售价为每股10.04港元(即发售价范围中位数),并假设超额配股权未获行使,集团估计收取的全球发售所得款项净额将约为12.832亿港元。其中,全球发售所得款项净额约35.8%将用于建立新医院以及搬迁、升级及装修现有医院;约44.8%将在出现合适机遇时,用于在人口庞大且对眼科医疗服务需求相对较高的新市场中收购医院;约9.4%将用于升级集团的信息技术系统;及约10.0%将用于营运资金及其他一般企业用途。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}