sharegoer的个人主页 - 老虎社区

sharegoer

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IP属地：安徽

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3主题

0勋章

2021-07-26

$Xenetic Biosciences Inc(XBIO)$呵呵

2021-07-23

$阿索尔达生物制药公司(ACOR)$小小肉

2021-07-21

这篇文章不错，转发给大家看

@谋定后动:2月份卖出两张行权价为550的看跌期权，这个星期五就是收获的季节了[财迷] 再次打破今年以来单笔期权盈利的最高纪录[得意] $TSLA 20210716 550.0 PUT(TSLA)$

2021-07-21

这篇文章不错，转发给大家看

@gugu:2021年上半年复盘：不愿意持有1年以上的票，就不要买入

2021-07-21

这篇文章不错，转发给大家看

@小虎活动:【老虎财报季】写财报分析，赢取老虎限量商务套装

2021-07-14

唉？？？？？？？。。。。。。。涨吗

2021-07-14

$9 Meters Biopharma Inc.(NMTR)$呵呵呵

2021-07-07

来吧，go''

2021-07-06

呜呼拉呼

@夏夏夏:知乎低调“翻倍”，再探投资逻辑！

2021-07-06

打呀打呀

@小虎周报:一周IPO观察：青瓷游戏、瑞尔集团递交招股书

2021-07-06

冲上天吧

@小虎周报:维珍银河：抢占“制空权”，“亚轨道太空旅游”进入倒计时

2021-07-04

$小米集团-W(01810)$又跌了

2021-07-03

来一碗大面

2021-07-02

$滴滴(DIDI)$能涨吗

2021-07-01

滴滴，弟弟

2021-06-30

涨吧，涨吧！涨吧

2021-06-30

618

@智投港美股:慕尚集团（1817.HK）：超预期“618”战报出炉，最高目标完成度达269%

2021-06-30

已看

@Buy_Sell:【6月29】今天有什么交易计划？

2021-06-30

呵呵

@华商韬略:逐梦资本圈，王思聪800万新开公司签下孙一宁？网友：小丑竟是我自己

2021-06-30

$小米集团-W(01810)$呵呵

去老虎APP查看更多动态

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PUT(TSLA)$","images":[{"img":"https://static.tigerbbs.com/c19fe5ee170a09bd1e2aacbe3c5a83ce","width":"1242","height":"2001"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146737003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176945188,"gmtCreate":1626857423244,"gmtModify":1626857423244,"author":{"id":"3584005399833336","authorId":"3584005399833336","name":"sharegoer","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005399833336","authorIdStr":"3584005399833336"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176945188","repostId":"144321171","repostType":1,"repost":{"id":144321171,"gmtCreate":1626269270393,"gmtModify":1626344323035,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年上半年复盘：不愿意持有1年以上的票，就不要买入","htmlText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","listText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","text":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头$阿斯麦(ASML)$ ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而$台积电(TSM)$ 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 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jeans、gxg.kids、Yatlas、MOVBAIN、MODE COMMUTER，各自针对不同顾客群且各具设计风格。 经历2020年疫情大考之后，这家时尚男装领域的龙头企业，展现出了强大的恢复态势。在2021年618开门红当天，活动仅开场47分钟，慕尚就超过去年同期全天的业绩，整个开门红活动三天业绩同比增长近60%。并且，各项数据指标都有明显的提升，其中客单价同比上涨60元，转化率则同比增长近60%。 并且，对于自有会员的私域流量池这一部分，公司专门设计了会员独享的体验大礼包、优惠券、挑战计划等，针对不同层次的会员做出一系列的营销动作，使得自有会员在618开门红大促中感受到会员的特殊待遇，大幅提升了私域流量黏性。为此，公司整个618开门红业绩的一半，都是私域流量的会员成交金额。 战果丰硕，全品牌、渠道数据超预期亮眼。 首先是最重要的GXG品牌，整个618活动期间，含男内男鞋的GXG品牌整体销售额达到了1.56亿元，同比大幅增长17%，较此前定下的1.49亿元目标超额完成了5%。 分渠道来看的话，GXG线上销售完成度达134%，规模同比增长了10%。其中天猫、唯品、抖音、京东及其他渠道目标完成度分别为124%、98%、258%、178%、269%，销量数据","text":"2021年的“618大促”绝对是资本市场关注的焦点，不仅仅是因为抖音、快手携闭环电商模式开启了直播电商混战时代，更有疫情大考之后检验各消费类企业恢复势头的意义所在。 此次“618”中，作为国内时尚男装龙头品牌的慕尚集团就交出了抢眼的数据，这家持续受益垂直一体化加速的细分领域领跑者，其成长逻辑再一次得到了验证。 全品牌数据同步亮眼 慕尚迎疯狂618大促 私域流量深度运营，慕尚“618大促”迎开门红。 慕尚集团控股是总部设于中国宁波的龙头时尚男装公司，针对追求潮流及注重时尚的中高端顾客。旗下核心品牌主要为：GXG、gxg jeans、gxg.kids、Yatlas、MOVBAIN、MODE COMMUTER，各自针对不同顾客群且各具设计风格。 经历2020年疫情大考之后，这家时尚男装领域的龙头企业，展现出了强大的恢复态势。在2021年618开门红当天，活动仅开场47分钟，慕尚就超过去年同期全天的业绩，整个开门红活动三天业绩同比增长近60%。并且，各项数据指标都有明显的提升，其中客单价同比上涨60元，转化率则同比增长近60%。 并且，对于自有会员的私域流量池这一部分，公司专门设计了会员独享的体验大礼包、优惠券、挑战计划等，针对不同层次的会员做出一系列的营销动作，使得自有会员在618开门红大促中感受到会员的特殊待遇，大幅提升了私域流量黏性。为此，公司整个618开门红业绩的一半，都是私域流量的会员成交金额。 战果丰硕，全品牌、渠道数据超预期亮眼。 首先是最重要的GXG品牌，整个618活动期间，含男内男鞋的GXG品牌整体销售额达到了1.56亿元，同比大幅增长17%，较此前定下的1.49亿元目标超额完成了5%。 分渠道来看的话，GXG线上销售完成度达134%，规模同比增长了10%。其中天猫、唯品、抖音、京东及其他渠道目标完成度分别为124%、98%、258%、178%、269%，销量数据","images":[{"img":"https://static.tigerbbs.com/7b9d83a710d78a9fe130310ce581e105","width":"479","height":"850"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127483493","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153500626,"gmtCreate":1625030818665,"gmtModify":1625030818665,"author":{"id":"3584005399833336","authorId":"3584005399833336","name":"sharegoer","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005399833336","authorIdStr":"3584005399833336"},"themes":[],"htmlText":"已看","listText":"已看","text":"已看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153500626","repostId":"159932784","repostType":1,"repost":{"id":159932784,"gmtCreate":1624934959342,"gmtModify":1624935648949,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"【6月29】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 6月29日，港股三大指数小幅高开，恒指涨0.08%报29291点，国指涨0.1%报10874点，恒生科技指数涨0.28%报8299点。 盘面上，光伏、保险、电力板块强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a> 高开逾2%，<a target=\"_blank\" href=\"https://laohu8.com/S/00968\">$信义光能(00968)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$</a> 等均上涨；汽车股、药品股、餐饮股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 高开0.8%；大型科技股普遍高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均有涨幅；石油股跌幅明显，三桶油均跌超1%；燃气股、煤炭股、啤酒股普跌。体育用品股回调，","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 6月29日，港股三大指数小幅高开，恒指涨0.08%报29291点，国指涨0.1%报10874点，恒生科技指数涨0.28%报8299点。 盘面上，光伏、保险、电力板块强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a> 高开逾2%，<a target=\"_blank\" href=\"https://laohu8.com/S/00968\">$信义光能(00968)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$</a> 等均上涨；汽车股、药品股、餐饮股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 高开0.8%；大型科技股普遍高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均有涨幅；石油股跌幅明显，三桶油均跌超1%；燃气股、煤炭股、啤酒股普跌。体育用品股回调，","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 6月29日，港股三大指数小幅高开，恒指涨0.08%报29291点，国指涨0.1%报10874点，恒生科技指数涨0.28%报8299点。 盘面上，光伏、保险、电力板块强势，$长城汽车(02333)$ 高开逾2%，$信义光能(00968)$ 、$龙源电力(00916)$ 等均上涨；汽车股、药品股、餐饮股多数上扬，$海底捞(06862)$ 高开0.8%；大型科技股普遍高开，$网易-S(09999)$ 涨近4%，$腾讯控股(00700)$ 、$美团-W(03690)$ 、$京东集团-SW(09618)$ 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除了维珍银河之外，贝佐斯的蓝色起源，马斯克的SpaceX也都是个人太空旅游计划的氪金玩家，面对资金实力、技术、背景都要强于自己的对手，维珍银河是否还具备足够的吸引力？ 投资要点 维珍银河—“亚轨道太空旅游”的先驱 维珍银河是最早开启太空探索的公司之一，与马斯克SpaceX不同的是，维珍银河和亚马逊的蓝色起源都瞄准了价格相对低廉的亚轨道旅游体验，也就是距地面20千米至100千米的空域，处于现有飞机的最高飞行高度和卫星的最低轨道高度之间。在这个过程中，游客可以享受几分钟的失重体验以及观赏地球美景，费用通常为几十万到几百万美元不等，远远低于SpaceX动辄上千万美元太空旅游费用。 机票供不应求，拍卖定价机制有望实现收入最大化 在推出商业化的载人航天飞行之后，公司的主要收入来源是飞往太空的机票收入，小部分是与美国政府签订合同的服务收入。目前已经有来自60个国家的600多名有远见的太空旅行者想维珍银河缴纳了8000万美元的订金，潜在收入总计1.2亿美元，预计到2025年的总收入将达到10亿美元。 围绕太空飞行的炒作很可能带动票价的上涨，而拍卖系统是维珍银河实现短期收入和利润最大化的最佳解决方案。 寡头竞争格局之下，太空竞赛升温 上周美国联邦航空局的批准使整个太空旅游商业模式合法化，即允许将付费客户送入亚轨道空间用于旅游，这为商业化扫清了道路。 目前太空旅游领域是典型的寡头竞争格局，市场严重供不应求，太空旅游需求旺盛，维珍银河和蓝色起源的太空竞赛进入白","text":"经过近20年的探索，个人太空旅游从最初的设想即将迈入商业化阶段。6月25日，$维珍银河(SPCE)$ 获FAA批准将乘客送上太空，当天股价飙升近40%，同时也标志着太空旅游商业模式的合法化，这片还未被开发的蓝海正孕育新的巨头。 除了维珍银河之外，贝佐斯的蓝色起源，马斯克的SpaceX也都是个人太空旅游计划的氪金玩家，面对资金实力、技术、背景都要强于自己的对手，维珍银河是否还具备足够的吸引力？ 投资要点 维珍银河—“亚轨道太空旅游”的先驱 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