sharegoer的个人主页 - 老虎社区

sharegoer

sharegoer

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59关注

5粉丝

3主题

0勋章

2021-06-20

$黑莓(BB)$开市有机会吗

2021-07-14

$9 Meters Biopharma Inc.(NMTR)$呵呵呵

2021-07-26

$Xenetic Biosciences Inc(XBIO)$呵呵

2021-07-04

$小米集团-W(01810)$又跌了

2021-06-28

快快快快快快快快快快快快快涨

2021-06-24

来吧，这把好枪

2021-06-19

$爱回收(RERE)$第一次打新

2021-07-23

$阿索尔达生物制药公司(ACOR)$小小肉

2021-06-24

来吧，冲呀，冲呀

2021-06-24

$AMMO Inc.(POWW)$擦枪走火

2021-07-14

唉？？？？？？？。。。。。。。涨吗

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

2021-07-03

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

已看

@Buy_Sell:【6月29】今天有什么交易计划？

去老虎APP查看更多动态

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PUT(TSLA)$","images":[{"img":"https://static.tigerbbs.com/c19fe5ee170a09bd1e2aacbe3c5a83ce","width":"1242","height":"2001"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146737003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176945188,"gmtCreate":1626857423244,"gmtModify":1626857423244,"author":{"id":"3584005399833336","authorId":"3584005399833336","name":"sharegoer","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176945188","repostId":"144321171","repostType":1,"repost":{"id":144321171,"gmtCreate":1626269270393,"gmtModify":1626344323035,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"2021年上半年复盘：不愿意持有1年以上的票，就不要买入","htmlText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$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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财报前后你是否有调整仓位？未来是否会继续投资？","images":[{"img":"https://static.tigerbbs.com/82e19e2adebbf2c25108f6926818deea","width":"1080","height":"648"},{"img":"https://static.tigerbbs.com/18f14b2fa2c5e868274e699566b71f54","width":"840","height":"540"},{"img":"https://static.tigerbbs.com/ac10aad89763946afd17f38ae564756a","width":"1084","height":"1086"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146135203","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144027414,"gmtCreate":1626255612638,"gmtModify":1626255612638,"author":{"id":"3584005399833336","authorId":"3584005399833336","name":"sharegoer","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"唉？？？？？？？。。。。。。。涨吗","listText":"唉？？？？？？？。。。。。。。涨吗","text":"唉？？？？？？？。。。。。。。涨吗","images":[{"img":"https://static.tigerbbs.com/41812110526c10f58bdc5e8fd1e137af","width":"1080","height":"3370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144027414","isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":144024491,"gmtCreate":1626255546213,"gmtModify":1626255546213,"author":{"id":"3584005399833336","authorId":"3584005399833336","name":"sharegoer","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NMTR\">$9 Meters Biopharma Inc.(NMTR)$</a>呵呵呵","listText":"<a href=\"https://laohu8.com/S/NMTR\">$9 Meters Biopharma Inc.(NMTR)$</a>呵呵呵","text":"$9 Meters Biopharma 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target=\"_blank\" href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 以股价低点6.81而论，对应昨日13.49的历史最高价，距离翻倍一步之遥。这期间，若以探究公司的严肃态度而言，公司一季度财报不可忽视，一起回顾： 一季报：成长能力不俗，MAU增速强劲 财报显示，知乎第一季度营收4.78亿元，同比增长154.2%，远超市场预期4.61亿元。当日尽管知乎美股盘前涨超6%，最终收跌1%。 盈利结构而言，当季知乎三大主营业务（在线广告、付费会员、商业内容解决方案）均实现同比大幅增长。其中，线上广告业务在该季度收入为2.14亿，同比增长70.1%；付费会员业务收入1.27亿，同比增长127%，2021年第一季度的平均月付会员数达到400万，同比增137.8%；商业内容解决方案业务，收入1.21亿，同比去年一季度增幅超过100倍。 以及，知乎第一季度平均月活跃用户数为8500万，同比增长37.7%；而2020年第四季度，知乎平均MAU为7570万，一季度月活增长930万。 所以，增长部分成绩不错。问题可能在利润部分，知乎第一季度毛利润为2.73亿元，相较2020年同期增长248.5%，毛利率提高至57%，而2020年同期为41.6%。 知乎本季度净亏损3.247亿元，同比扩大61.3%；不按照美国通用会计准则，第一季度调整后的净亏损为人民币1.936亿元，同比扩大19.7%。这主要源于，知乎主营业务成本（广告服务、内容相关成本、云服务和带宽成本）从2020年同期的1.1亿元增加至2.06亿元；其次，知乎在营销、研发以及行政支出上的费用呈现持续增长的趋势，仅营销费用就比去年同期增长近三倍（去年","listText":"头顶中国最大高质量在线问答社区的知乎，上市之初即破发。这份不愉快的记忆，如果抱有耐心，步入6月的知乎将以40%的回报率回应你丰收的喜悦。<a target=\"_blank\" href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 以股价低点6.81而论，对应昨日13.49的历史最高价，距离翻倍一步之遥。这期间，若以探究公司的严肃态度而言，公司一季度财报不可忽视，一起回顾： 一季报：成长能力不俗，MAU增速强劲 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以及，知乎第一季度平均月活跃用户数为8500万，同比增长37.7%；而2020年第四季度，知乎平均MAU为7570万，一季度月活增长930万。 所以，增长部分成绩不错。问题可能在利润部分，知乎第一季度毛利润为2.73亿元，相较2020年同期增长248.5%，毛利率提高至57%，而2020年同期为41.6%。 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截止6月20日当周，港股IPO市场上，无论是申购热情，还是上市表现，都出现了两级分化。有意思的是，申购火热的票，并不一定就是上市表现好的。当周上市的公司中，名不见经传的小票<a target=\"_blank\" href=\"https://laohu8.com/S/02155\">$森松国际(02155)$</a> 承接上周末暗盘的大涨，首日收涨258%，由于乙组就个位数的认购者，单笔交易获利颇丰。不过这种意料之外的行情投资者难以捕捉。 而顶着“新式茶饮第一股”名号的<a target=\"_blank\" href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a> ，虽有432倍超额认购，但暗盘破发-1.3%，首日大跌13.54%。另一家美股上市公司和黄医药暗盘大涨24.9%的情况下，首日高涨50.37%。 周五暗盘的<a target=\"_blank\" href=\"https://laohu8.com/S/02190\">$归创通桥-B(02190)$</a> 获得了1190倍的超额认购，一手中签率仅2%，160手稳中一，暗盘大涨30.21%。 当周仍在招股的公司有：<a target=\"_blank\" href=\"https://laohu8.com/S/02209\">$喆丽控股(02209)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02177\">$优趣汇控股(02177)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02165\">$领悦服务集团(02165)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09960\">$康圣环球(0996</a>","listText":"港股IPO观察 截止6月20日当周，港股IPO市场上，无论是申购热情，还是上市表现，都出现了两级分化。有意思的是，申购火热的票，并不一定就是上市表现好的。当周上市的公司中，名不见经传的小票<a target=\"_blank\" href=\"https://laohu8.com/S/02155\">$森松国际(02155)$</a> 承接上周末暗盘的大涨，首日收涨258%，由于乙组就个位数的认购者，单笔交易获利颇丰。不过这种意料之外的行情投资者难以捕捉。 而顶着“新式茶饮第一股”名号的<a target=\"_blank\" href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a> ，虽有432倍超额认购，但暗盘破发-1.3%，首日大跌13.54%。另一家美股上市公司和黄医药暗盘大涨24.9%的情况下，首日高涨50.37%。 周五暗盘的<a target=\"_blank\" href=\"https://laohu8.com/S/02190\">$归创通桥-B(02190)$</a> 获得了1190倍的超额认购，一手中签率仅2%，160手稳中一，暗盘大涨30.21%。 当周仍在招股的公司有：<a target=\"_blank\" href=\"https://laohu8.com/S/02209\">$喆丽控股(02209)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02177\">$优趣汇控股(02177)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02165\">$领悦服务集团(02165)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09960\">$康圣环球(0996</a>","text":"港股IPO观察 截止6月20日当周，港股IPO市场上，无论是申购热情，还是上市表现，都出现了两级分化。有意思的是，申购火热的票，并不一定就是上市表现好的。当周上市的公司中，名不见经传的小票$森松国际(02155)$ 承接上周末暗盘的大涨，首日收涨258%，由于乙组就个位数的认购者，单笔交易获利颇丰。不过这种意料之外的行情投资者难以捕捉。 而顶着“新式茶饮第一股”名号的$奈雪的茶(02150)$ ，虽有432倍超额认购，但暗盘破发-1.3%，首日大跌13.54%。另一家美股上市公司和黄医药暗盘大涨24.9%的情况下，首日高涨50.37%。 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href=\"https://laohu8.com/S/02155\">$森松国际(02155)$</a> 承接上周末暗盘的大涨，首日收涨258%，由于乙组就个位数的认购者，单笔交易获利颇丰。不过这种意料之外的行情投资者难以捕捉。 而顶着“新式茶饮第一股”名号的<a target=\"_blank\" href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a> ，虽有432倍超额认购，但暗盘破发-1.3%，首日大跌13.54%。另一家美股上市公司和黄医药暗盘大涨24.9%的情况下，首日高涨50.37%。 周五暗盘的<a target=\"_blank\" href=\"https://laohu8.com/S/02190\">$归创通桥-B(02190)$</a> 获得了1190倍的超额认购，一手中签率仅2%，160手稳中一，暗盘大涨30.21%。 当周仍在招股的公司有：<a target=\"_blank\" href=\"https://laohu8.com/S/02209\">$喆丽控股(02209)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02177\">$优趣汇控股(02177)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02165\">$领悦服务集团(02165)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09960\">$康圣环球(0996</a>","text":"港股IPO观察 截止6月20日当周，港股IPO市场上，无论是申购热情，还是上市表现，都出现了两级分化。有意思的是，申购火热的票，并不一定就是上市表现好的。当周上市的公司中，名不见经传的小票$森松国际(02155)$ 承接上周末暗盘的大涨，首日收涨258%，由于乙组就个位数的认购者，单笔交易获利颇丰。不过这种意料之外的行情投资者难以捕捉。 而顶着“新式茶饮第一股”名号的$奈雪的茶(02150)$ ，虽有432倍超额认购，但暗盘破发-1.3%，首日大跌13.54%。另一家美股上市公司和黄医药暗盘大涨24.9%的情况下，首日高涨50.37%。 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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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