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绚烂的明天

绚烂的明天

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绚烂的明天

07-05

$嘀嗒出行(02559)$ 继续持有是对的，总会上来的

绚烂的明天

2023-12-19

$中手游(00302)$ 3年3亿大作，真不是盖的，《仙剑世界》二测虽有BUG，也算可以了。整体战斗系统做的还行，攻击音效和手感是大亮点，美术和UI没有想象中那么强，在接受范围内。就是对手机性能要求太高了，8Gen2手机都不能稳定30帧，可能缺乏优化。仙剑粉又一次狂欢，正式版啥时候上？

绚烂的明天

2022-05-10

$瑞科生物-B(02179)$$三叶草生物-B(02197)$未来新冠疫苗大概率流感化，加强针的需求会长期存在。所以疫苗的有效性安全性都会成为关注的重点，在这两方面重组蛋白疫苗优势都很明显。重组蛋白疫苗，国内瑞科生物、三叶草初步临床数据都不错。

绚烂的明天

2022-05-10

$万物新生(RERE)$$爱奇艺(IQ)$$无锡王道科技有限公司(EDTK)$俄乌战争进一步加剧，股市又有一波震荡，可以借机

绚烂的明天

2022-04-14

$简普科技(JT)$科技赋能，数字化转型，这都是主流方向，根正苗红，方向对，业绩也不错，值得期待

绚烂的明天

2022-04-14

我看好的还是港股！特别是港股的互联网科技！目前看政策底和市场底都差不多到了，接下来就等待一个业绩底了！$恒生科技指数(HSTECH)$

@美港探案:大家一起来聊聊当下投资环境，你的投资理财关注点在哪？

绚烂的明天

2022-03-28

$1药网(YI)$外部有产业链各方的需求，内部的内生增长动力又强，持续看好1药网

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| 一周投研观点https://www.laohu8.com/post/619463351来源：<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a>","listText":"面对2022年以来的股市表现不佳,加之黑天鹅事件导致不确定性上升,全球金融市场面临巨大压力，A股、美股股票市场受挫，而恒生指数深受美元加息和缩表的影响，受挫程度超过了A股及美股。继新冠肺炎疫情爆发以来，投资者情绪不稳，资产价格波动显著加大，回顾3月资本市场表现，美股3月中旬开始的反弹趋势有所中断，标普纳指近期小幅调整，A股经历了血雨腥风，沪深300下跌7.84%，创业板下跌7.7%。而港股自2021年2月以来持续下跌，恒生指数最大跌幅超过40%，恒生科技指数更是接近70%。随着俄乌冲突愈演愈烈，以原油为代表的大宗商品价格屡创新高，全球资本市场迎来一波恐慌式杀跌。A股和港股市场同时承受因资本回流带来的流动性冲击，伴随着美联储加息，美债收益率曲线出现倒挂，中概股摘牌风波，证监会发布《新规》利于中概股的风险偏好回升，整个3月呈现了一个“过山车”式的行情。经历了多变的3月，二季度更加充满着挑战和机遇，美联储最早可能在2022年5月份开始缩表，全球资本市场估值开始承压，国内经济面临需求收缩、供给冲击、预期转弱三重压力，A股业绩端承压，但政策和流动性可能超预期，整体来看第二季度市场并不悲观。面对接下来不确定性和不稳定性的因素，你认为美股、港股、A股，哪个股票市场会更早回稳？当下市场环境你的投资关注点在哪里？避险措施是什么？展望二季度的市场趋势，有哪些影响因素更值得关注？寻找市场“沧海遗珠”，你关注到的哪些股票在逆势上涨？各位虎友们可以畅所欲言，分享各自的观点。最近也看到很多不错的文章分享给大家，如有侵权，请联系删除：市场延续震荡行情，二季度静待花开 | 一周投研观点https://www.laohu8.com/post/619463351来源：<a target=\"_blank\" 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href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a>","text":"面对2022年以来的股市表现不佳,加之黑天鹅事件导致不确定性上升,全球金融市场面临巨大压力，A股、美股股票市场受挫，而恒生指数深受美元加息和缩表的影响，受挫程度超过了A股及美股。继新冠肺炎疫情爆发以来，投资者情绪不稳，资产价格波动显著加大，回顾3月资本市场表现，美股3月中旬开始的反弹趋势有所中断，标普纳指近期小幅调整，A股经历了血雨腥风，沪深300下跌7.84%，创业板下跌7.7%。而港股自2021年2月以来持续下跌，恒生指数最大跌幅超过40%，恒生科技指数更是接近70%。随着俄乌冲突愈演愈烈，以原油为代表的大宗商品价格屡创新高，全球资本市场迎来一波恐慌式杀跌。A股和港股市场同时承受因资本回流带来的流动性冲击，伴随着美联储加息，美债收益率曲线出现倒挂，中概股摘牌风波，证监会发布《新规》利于中概股的风险偏好回升，整个3月呈现了一个“过山车”式的行情。经历了多变的3月，二季度更加充满着挑战和机遇，美联储最早可能在2022年5月份开始缩表，全球资本市场估值开始承压，国内经济面临需求收缩、供给冲击、预期转弱三重压力，A股业绩端承压，但政策和流动性可能超预期，整体来看第二季度市场并不悲观。面对接下来不确定性和不稳定性的因素，你认为美股、港股、A股，哪个股票市场会更早回稳？当下市场环境你的投资关注点在哪里？避险措施是什么？展望二季度的市场趋势，有哪些影响因素更值得关注？寻找市场“沧海遗珠”，你关注到的哪些股票在逆势上涨？各位虎友们可以畅所欲言，分享各自的观点。最近也看到很多不错的文章分享给大家，如有侵权，请联系删除：市场延续震荡行情，二季度静待花开 | 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