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babalalazhu
06-26
$新焦点(00360)$
能不能再跌倒8分,我梭哈[得意]
babalalazhu
07-17
$能链智电(NAAS)$
华尔街对冲基金TimesWell(好时基金)分析师Daniela Guerrero在社交媒体撰文《Analysis of NaaS's Q1 2024 Financial Statements and Our Buy Recommendations(能链智电2024年财报分析和买入建议)》 NAAS在2024年第二季度实现盈利的途径是可行的。该公司收入的强劲增长、利润率的提高和战略资本管理都有助于实现运营盈利。 尽管 2024 年第一季度的利润明显下降,但我们已与 NAAS 的管理团队就财务细节进行了多次深入沟通。我们了解到,员工股票期权的广泛行使影响了盈利能力和成本指标。NAAS管理团队澄清了运营成本和基于股票期权的薪酬效果之间的区别。因此,我们认为,了解NAAS的财务状况和员工对公司未来的信心同样重要。大量行使股票期权表明对公司价值和增长轨迹的前景非常乐观。 此外,在2024年1季度,摩根资产管理公司旗下的Highbridge(高桥资本)对能链智电(NaaS.US)进行了重大投资,购买了4,761,905份美国存托股票(ADS),价值约4300万元人民币。此次投资还包括了对未来等量ADS的购买选项这些机构投资者决定与能链智电(NaaS.US)合作,尤其是在中国类似投资普遍减少的时期,这充分说明了能链智电(NaaS.US)的独特市场地位和预期的强劲增长轨迹。这种逆向投资方法强调了一种潜在的市场情绪,仅通过粗略地看一眼股价走势可能无法立即显现出来。 根据这一综合分析,Timeswell(好时基金)分析师Daniela Guerrero继续重申对能链智电(NaaS.US)的买入建议不仅是谨慎的,而且是有希望的。该公司的战略和市场表现为未来的可观回报奠定了坚实
babalalazhu
2023-10-16
$新焦点(HK|00360)$ 1.想干氢燃料电池,从头成立一家公司,除了浪费现金流对业务能有啥贡献?氢产业发展不知道还需要多久,甚至可能彻底没未来。 2.上市公司亿华通是氢燃料电池龙头,技术产品世界领先,亿华通市值才多少?投新焦点为啥不直接投亿华通? 3.新焦点原本的业务连年亏损,内控还有漏洞,这样的公司还指望能做成事? 一波公告配合一波市值管理,韭菜们还要冲吗[微笑]
babalalazhu
07-10
$能链智电(NAAS)$
大利好在路上,今天抢到筹码的拿稳了[开心]
babalalazhu
06-28
$新焦点(00360)$
发可转债了
babalalazhu
06-13
$新焦点(00360)$
趋势已成,短期内主力不会大额出货,会充分享受这波水涨船高的收益。一定要握好筹码,别被颠簸下车。突破前高指日可待。
babalalazhu
06-12
$新焦点(00360)$
勉强算一根光头大阳线,应该还有上涨动力。
babalalazhu
07-02
$新焦点(00360)$
公司要回购了,大家快跑啊[可爱]
babalalazhu
2023-10-16
$新焦点(00360)$
这都还敢买,从头开始做个氢燃料电池,市值都赶上氢燃料电池龙头亿华通了。。
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Recommendations(能链智电2024年财报分析和买入建议)》 NAAS在2024年第二季度实现盈利的途径是可行的。该公司收入的强劲增长、利润率的提高和战略资本管理都有助于实现运营盈利。 尽管 2024 年第一季度的利润明显下降,但我们已与 NAAS 的管理团队就财务细节进行了多次深入沟通。我们了解到,员工股票期权的广泛行使影响了盈利能力和成本指标。NAAS管理团队澄清了运营成本和基于股票期权的薪酬效果之间的区别。因此,我们认为,了解NAAS的财务状况和员工对公司未来的信心同样重要。大量行使股票期权表明对公司价值和增长轨迹的前景非常乐观。 此外,在2024年1季度,摩根资产管理公司旗下的Highbridge(高桥资本)对能链智电(NaaS.US)进行了重大投资,购买了4,761,905份美国存托股票(ADS),价值约4300万元人民币。此次投资还包括了对未来等量ADS的购买选项这些机构投资者决定与能链智电(NaaS.US)合作,尤其是在中国类似投资普遍减少的时期,这充分说明了能链智电(NaaS.US)的独特市场地位和预期的强劲增长轨迹。这种逆向投资方法强调了一种潜在的市场情绪,仅通过粗略地看一眼股价走势可能无法立即显现出来。 根据这一综合分析,Timeswell(好时基金)分析师Daniela Guerrero继续重申对能链智电(NaaS.US)的买入建议不仅是谨慎的,而且是有希望的。该公司的战略和市场表现为未来的可观回报奠定了坚实","text":"$能链智电(NAAS)$ 华尔街对冲基金TimesWell(好时基金)分析师Daniela Guerrero在社交媒体撰文《Analysis of NaaS's Q1 2024 Financial Statements and Our Buy Recommendations(能链智电2024年财报分析和买入建议)》 NAAS在2024年第二季度实现盈利的途径是可行的。该公司收入的强劲增长、利润率的提高和战略资本管理都有助于实现运营盈利。 尽管 2024 年第一季度的利润明显下降,但我们已与 NAAS 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Guerrero继续重申对能链智电(NaaS.US)的买入建议不仅是谨慎的,而且是有希望的。该公司的战略和市场表现为未来的可观回报奠定了坚实","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/328320988176528","isVote":1,"tweetType":1,"viewCount":1870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326121590026528,"gmtCreate":1720621156397,"gmtModify":1720621927870,"author":{"id":"4094000380024160","authorId":"4094000380024160","name":"babalalazhu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094000380024160","authorIdStr":"4094000380024160"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a>大利好在路上,今天抢到筹码的拿稳了[开心] ","listText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a>大利好在路上,今天抢到筹码的拿稳了[开心] ","text":"$能链智电(NAAS)$ 大利好在路上,今天抢到筹码的拿稳了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326121590026528","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323107875082400,"gmtCreate":1719885168488,"gmtModify":1719885169939,"author":{"id":"4094000380024160","authorId":"4094000380024160","name":"babalalazhu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094000380024160","authorIdStr":"4094000380024160"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00360\">$新焦点(00360)$ </a>公司要回购了,大家快跑啊[可爱] ","listText":"<a href=\"https://laohu8.com/S/00360\">$新焦点(00360)$ </a>公司要回购了,大家快跑啊[可爱] ","text":"$新焦点(00360)$ 公司要回购了,大家快跑啊[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323107875082400","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321569238233184,"gmtCreate":1719538445602,"gmtModify":1719538447038,"author":{"id":"4094000380024160","authorId":"4094000380024160","name":"babalalazhu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094000380024160","authorIdStr":"4094000380024160"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00360\">$新焦点(00360)$ </a>发可转债了","listText":"<a href=\"https://laohu8.com/S/00360\">$新焦点(00360)$ </a>发可转债了","text":"$新焦点(00360)$ 发可转债了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321569238233184","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320865282941040,"gmtCreate":1719372040950,"gmtModify":1719372042248,"author":{"id":"4094000380024160","authorId":"4094000380024160","name":"babalalazhu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094000380024160","authorIdStr":"4094000380024160"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00360\">$新焦点(00360)$ </a>能不能再跌倒8分,我梭哈[得意] ","listText":"<a href=\"https://laohu8.com/S/00360\">$新焦点(00360)$ </a>能不能再跌倒8分,我梭哈[得意] ","text":"$新焦点(00360)$ 能不能再跌倒8分,我梭哈[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320865282941040","isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316389229207632,"gmtCreate":1718267671699,"gmtModify":1718270786032,"author":{"id":"4094000380024160","authorId":"4094000380024160","name":"babalalazhu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094000380024160","authorIdStr":"4094000380024160"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00360\">$新焦点(00360)$ </a>趋势已成,短期内主力不会大额出货,会充分享受这波水涨船高的收益。一定要握好筹码,别被颠簸下车。突破前高指日可待。","listText":"<a href=\"https://laohu8.com/S/00360\">$新焦点(00360)$ </a>趋势已成,短期内主力不会大额出货,会充分享受这波水涨船高的收益。一定要握好筹码,别被颠簸下车。突破前高指日可待。","text":"$新焦点(00360)$ 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