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深思定投
2022-05-20
$京东(JD)$
从投资角度来看,京东物流业务生态布局下的商业潜力和社会价值,相当符合当下政策引导企业、资本重视对民生领域、企业社会价值关注的大趋势,非常值得关注。
深思定投
2022-05-16
$双星新材(002585)$
几家膜公司年报数据,对比一下,那个你认为最有前途。
深思定投
2022-05-16
$丽江股份(002033)$
复工复产概念受益股丽江股份,西藏旅游,美凯龙封死涨停板了!这些都会持续关注下去
深思定投
2022-05-13
$药明康德(02359)$
对于医疗板块,投资人可以关注具备边际业绩改善原料药行业和估值修复逻辑的CXO板块,在估值切换渐行渐近的时点,提前布局边际改善和成长的可持续性。
深思定投
2022-05-12
$英特尔(INTC)$
数据中心和AI的业务收入则表现良好,同比增长了22%。
深思定投
2022-05-12
$华盛昌(002980)$
短期来看:有望延续向上走势。由于箱宽足够,即便再次冲击上沿失败,区间涨幅也不可忽视。
深思定投
2022-05-11
$爱尔眼科(300015)$
现在药和医疗服务真的是冰火两重天,药还能炒一炒新冠、肝炎概念,民营医院消费复苏预期从上周五开始就没了,只能慢慢熬了
深思定投
2022-05-10
$恒生指数(HSI)$
感觉明天恒指还要继续探底,虽然今天A股暂时企稳,但是美股又在下跌,最近大家对市场预期普遍比较低
深思定投
2022-05-10
$猫眼娱乐(01896)$
对比欧美发达国家,目前中国平均票价和观影人次具有较大上升空间,消费升级下,未来电影行业仍有较大增长潜力。在线票务是电影产业链集中度最高的环节,猫眼稳居第一。在线票务行业猫眼和淘票票合计超过90%的集中度,其中猫眼达到60%以上,猫眼将受益于行业增长。
深思定投
2022-05-09
$中国化学(601117)$
中国化学目前是上市十年以来最好的基本面,有着最好的经营业务能力,最好的业绩增长,数倍的订单爆发,却享有着十年以来最低的估值和市值!2022年底,中国化学工程将基本完成二级公司、三级综合公司和作业层的混合所有制和股权多元化改革,其中今年一月公布的华陆公司混合所有制改革和万华化学深度绑定,员工持股激发活力,是中国化学向万华化学学习,向市场看齐,坚持改革不停步,不断健全完善市场化经营机制,释放企业发展活力的关键一招,我非常看好这样的混改以及未来后续更多的类似万华化学、恒力石化、中国巨石等等战略投资合作伙伴加入!共同享受化工新材料及其他工业行业高速发展的红利!
深思定投
2022-05-07
$妙可蓝多(600882)$
以奶酪棒为切入点,看好公司未来持续创新,打造更多的奶酪相关的营养健康食品。此外大股东蒙牛将公司作为奶酪业务的运营平台,助力妙可蓝多的业绩持续增长,这就是锦上添花了。
深思定投
2022-05-06
$天齐锂业(002466)$
估值修复这一轮,天齐完胜,随后锂电行情应该还是天齐领涨。赣风在锂盐产能和电池产能提升前应该不会有大动作了,另外还有个高送转没执行呢。
深思定投
2022-05-05
$ST森源(002358)$
2020年,作为新能源汽车配套基础设施,充电桩首次被写进政府工作报告,并纳入新基建七大产业之一。进入2022年,充电桩行业更是利好政策频出。
深思定投
2022-04-29
$东方财富(300059)$现在回过头来看东方财富一季报业绩21.71亿元同比增长13.63%,显得格外优秀,现在就不难理解一季报披露之后,连涨了三天的原因了。
深思定投
2022-04-28
$Yalla Group(YALA)$
欧朋和雅乐二者的发展策略可以直接对标么,只是欧朋base非洲和欧洲市场,雅乐base中东市场。中东市场的客户价值高于非洲,不过纯按收入算的话,欧朋应该也严重低估?持有观望
深思定投
2022-04-27
$上证指数(000001.SH)$
按照历史来看的话还有20的跌幅见底,如果历史被打破了怎么办呢,还要跌多少啊,我看大概率要打破历史
深思定投
2022-04-27
$中信证券(600030)$
中信证券最新研报表示,影响房地产行业相对收益的关键变量,不是基本面,是政策趋势。4月销售受到疫情影响同比下降更多,宏观经济不确定性更强,预计更强有力的因城施策正在酝酿之中。行业竞争格局变化,信用和效率兼顾的企业具备投资价值。
深思定投
2022-04-26
$豫能控股(001896)$
近期金融市场出现一些波动,主要受投资者预期和情绪的影响。当前我国经济基本面良好,经济内生增长潜力巨大,防范化解金融风险取得实质性进展
深思定投
2022-04-25
$广誉远(600771)$
广誉远最近跌破年线,跌破前期低点平台,确实刺激了好多技术派的神经
深思定投
2022-04-25
$深证成指(399001)$
$上证指数(000001.SH)$
股市是一个社会经济发展的缩影,有些人选择短期,有些人看得更远点。疫情、地缘政治、美联储加息等诸多因素让市场极度悲观,处于混沌期,而对投资人来说,悲观的人将最后的筹码交出来,乐观派则在偷偷捡便宜的筹码,因为他们想的是还能差到哪去。
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