Sihfhhdh的个人主页 - 老虎社区

Sihfhhdh

Sihfhhdh

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IP属地：广东

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2022-12-24

$标普500(.SPX)$

2022-12-24

$标普500(.SPX)$

2022-12-23

I'm

@罗国强Kenny:Singapore REIT Dec-2022 Update

2022-12-23

F

@胖虎福利:【上美股份IPO】留言赢iphone14pro+百份上美千元礼盒

2022-12-23

Y

@小虎AV:雷军在小米13发布会上提到，一年多前他提出对标iPhone，网上不少人笑话他。他回应称，如果小米没有对标iPhone的勇气和决心，怎么能把高端手机做好，所以全面对标iPhone是向iPhone学习，将来有机会超越iPhone的开始，所以无论软件和硬件一定认认真真对标iPhone。$小米集团-W(01810)$

2022-12-23

The

@格隆汇:雷神科技北交所上市，股价破发跌超18%！

2022-12-23

Ty

@FinMelon:布洛芬供不应求天大药业宣布扩产提速保供

2022-12-23

Ggg

@期权小班长:没什么新发现，还是维持周一观点：震荡下行，本周更适合sell call。昨天最怪的事儿莫过于日本央行宣布修改YCC，扩大收益率曲线控制区间至正负0.5%，导致债券市场资金回流日本，各国国债遭到一定程度的抛售，收益率曲线走高，然后直接导致了$债券20+美公债指数ETF-iShares(TLT)$ 的下跌。从期权大单来看目标价大概在95～100之间，不过行权价为100的这张大单$TLT 20230113 100.0 PUT$到期日更近，说明下单人更有信心；95不一定能到，更有可能是被当作一种价外杠杆。日本央行释放这次决策的时间点很奇怪，想想可能是特意安排在2022年最后一次FOMC结束后，防止与加息预期重叠共振导致国债利率恐慌式走高，真是用心良苦。补充一些大单细节：京东出现了平价put大单$JD 20230120 56.0 PUT$以及让我意外的是看到了很多成长股的sell call大单：$RBLX 20230217 30.0 CALL$

2022-12-23

$标普500(.SPX)$ Eddy

2022-12-23

$标普500(.SPX)$

2022-12-23

$AMC Entertainment Preferred(APE)$

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REIT Dec-2022 Update ","htmlText":"Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 737.39 to 723.18&nbsp;(-1.91%)&nbsp;compared tolast month’s update. 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Short-term direction:Up (Parallel Channel, 20D SMA is sloping up) Medium-term direction:Down (50D SMA is sloping down) Long-term directionDown (200D SMA is sloping down) Immediate Support at 720 (Parallel Channel, 20D SMA) Immediate Resistance at 747 2 years FTSE REIT Index Chart Previous chart on FTSE ST REIT index can be found in the last post:Singapore REIT Fundamental Comparison Tableon November 13rd, 2022. Fundamental Analysis of 38 Sing","text":"Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 737.39 to 723.18 (-1.91%) compared tolast month’s update. The REIT Index is rebounding and trading in an upward parallel channel. The 20D SMA has just crossing up the 50D SMA indicate a short-term bullish up trend. 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Fundamental Analysis of 38 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target=\"_blank\" href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>是一家多品牌化妆品企业，专注于护肤品、母婴护理产品的开发、生产及销售。成功创立韩束、一叶子及红色小象等多个家喻户晓的国货品牌，积累广泛的用户群体，凭借近20年的运营经验，如今成为中国化妆品行业内拥有全面的多品牌发展、运营能力和专业知识的领跑者之一。<a href=\"https://www.itigerup.com/mi/ipo/index/hk/listing\" target=\"_blank\">老虎10倍杠杆正在认购中&gt;&gt;</a> 活动参与步骤示意图： 轻松两步参与活动1. 进入【上美股份】新帖评论区；2. 发表指定内容；一键直达参与入口：<a target=\"_blank\" href=\"https://laohu8.com/S/02145\">$上美股份(02145)$</a> 活动范围 老虎国际注册用户 活动内容及规则 以下话题任选其一，在<a target=\"_blank\" href=\"https://laohu8.com/S/02145\">$上美股份(02145)$</a> 新帖区留言（字数不限）： 晒出你的上美集团IPO认购单（听说参与认购晒单中一等奖iPhone 14 Pro几率更大哦~）； 当下美妆行业龙头企业纷纷布局多品牌战略，你怎么看？ 你用过/喜欢上美集团旗下哪些品牌？ 上美作为唯一拥有两个护肤品牌年零售额均超过15亿元的国货化妆品公司，你觉得核心优势是什么？ 随机抽取参与内容给予奖励（请注意：每人（指同一名称、或登陆IP、或收货信息、或手机号等识别信息）最多只可获得一次奖励，重复获奖将取消） 活动奖励 iPhone 14 Pro 奖励仅做示意，实际以具体发放为准 韩束蓝铜胜肽紧致修护礼盒&nbsp;","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>是一家多品牌化妆品企业，专注于护肤品、母婴护理产品的开发、生产及销售。成功创立韩束、一叶子及红色小象等多个家喻户晓的国货品牌，积累广泛的用户群体，凭借近20年的运营经验，如今成为中国化妆品行业内拥有全面的多品牌发展、运营能力和专业知识的领跑者之一。<a href=\"https://www.itigerup.com/mi/ipo/index/hk/listing\" target=\"_blank\">老虎10倍杠杆正在认购中&gt;&gt;</a> 活动参与步骤示意图： 轻松两步参与活动1. 进入【上美股份】新帖评论区；2. 发表指定内容；一键直达参与入口：<a target=\"_blank\" href=\"https://laohu8.com/S/02145\">$上美股份(02145)$</a> 活动范围 老虎国际注册用户 活动内容及规则 以下话题任选其一，在<a target=\"_blank\" href=\"https://laohu8.com/S/02145\">$上美股份(02145)$</a> 新帖区留言（字数不限）： 晒出你的上美集团IPO认购单（听说参与认购晒单中一等奖iPhone 14 Pro几率更大哦~）； 当下美妆行业龙头企业纷纷布局多品牌战略，你怎么看？ 你用过/喜欢上美集团旗下哪些品牌？ 上美作为唯一拥有两个护肤品牌年零售额均超过15亿元的国货化妆品公司，你觉得核心优势是什么？ 随机抽取参与内容给予奖励（请注意：每人（指同一名称、或登陆IP、或收货信息、或手机号等识别信息）最多只可获得一次奖励，重复获奖将取消） 活动奖励 iPhone 14 Pro 奖励仅做示意，实际以具体发放为准 韩束蓝铜胜肽紧致修护礼盒&nbsp;","text":"$上美股份(02145)$ 是一家多品牌化妆品企业，专注于护肤品、母婴护理产品的开发、生产及销售。成功创立韩束、一叶子及红色小象等多个家喻户晓的国货品牌，积累广泛的用户群体，凭借近20年的运营经验，如今成为中国化妆品行业内拥有全面的多品牌发展、运营能力和专业知识的领跑者之一。老虎10倍杠杆正在认购中>> 活动参与步骤示意图： 轻松两步参与活动1. 进入【上美股份】新帖评论区；2. 发表指定内容；一键直达参与入口：$上美股份(02145)$ 活动范围 老虎国际注册用户 活动内容及规则 以下话题任选其一，在$上美股份(02145)$ 新帖区留言（字数不限）： 晒出你的上美集团IPO认购单（听说参与认购晒单中一等奖iPhone 14 Pro几率更大哦~）； 当下美妆行业龙头企业纷纷布局多品牌战略，你怎么看？ 你用过/喜欢上美集团旗下哪些品牌？ 上美作为唯一拥有两个护肤品牌年零售额均超过15亿元的国货化妆品公司，你觉得核心优势是什么？ 随机抽取参与内容给予奖励（请注意：每人（指同一名称、或登陆IP、或收货信息、或手机号等识别信息）最多只可获得一次奖励，重复获奖将取消） 活动奖励 iPhone 14 Pro 奖励仅做示意，实际以具体发放为准 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Short-term direction:Up (Parallel Channel, 20D SMA is sloping up) Medium-term direction:Down (50D SMA is sloping down) Long-term directionDown (200D SMA is sloping down) Immediate Support at 720 (Parallel Channel, 20D SMA) Immediate Resistance at 747 2 years FTSE REIT Index Chart Previous chart on FTSE ST REIT index can be found in the last post:Singapore REIT Fundamental Comparison Tableon November 13rd, 2022. Fundamental Analysis of 38 Sing","text":"Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 737.39 to 723.18 (-1.91%) compared tolast month’s update. The REIT Index is rebounding and trading in an upward parallel channel. The 20D SMA has just crossing up the 50D SMA indicate a short-term bullish up trend. 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Fundamental Analysis of 38 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本次IPO拟募资的资金主要用于品牌升级及总部运营中心建设项目、产品开发设计中心建设及硬件产品开发设计项目、偿还银行贷款、补充流动资金。 募资使用情况，图片来源：招股书 报告期内，雷神科技实现营业收入分别为20.91亿元、22.54亿元、26.42亿元、11.75亿元，归属于母公司所有者的净利润分别为5678.08万元、6075.95万元、7773.43万元、2767.38万元；毛利率分别为10.66%、9.41%、12.26%、11.29%，存在一定的波动。 基本面情况，图片来源：招股书 值得注意的是，除2021年以来公司部分计算机硬件产品开始自产以外，报告期内公司产品的生产主要采用外协模式，合作的外协厂商包括广达电脑、蓝天电脑、同方信 息、和硕科技等多家计算机硬件代工商。以外协生产为主的模式可能导致公司面临核心产品泄密、外协厂商产能无法满足公司订单规模、外协厂商生产产品质量不达标、与外协厂商发生诉讼纠纷等风险，进而对公司业务经营产生消极影响。 报告期内，雷神科技前五大客户的销售收入合计占同期营业收入的比例分别为70.48%、76.22%、84.70%、79.39%，客户集中度较高。如果公司主要客户生产经营情况恶化或主要客户与公司合作关系发生变化，导致其向公司下","text":"12月23日，青岛雷神科技股份有限公司（以下简称“雷神科技”）登陆北交所，保荐人为国泰君安证券。本次发行价格25元/股，截至发稿时间，最新市值12亿元。 雷神科技是一家专业化计算机硬件设备商，主要产品包括笔记本电脑、台式机、外设及周边（包括显示器、键盘、鼠标、耳机等）。 截至招股说明书签署日，苏州海新直接持有公司35.8043%的股份，为公司控股股东。苏州海新为海尔集团的全资子公司，同时海尔集团还通过间接控制海立方舟持有公司 2.2238%的表决权，海尔集团合计控制公司38.0281%的表决权，为公司的实际控制人。 本次IPO拟募资的资金主要用于品牌升级及总部运营中心建设项目、产品开发设计中心建设及硬件产品开发设计项目、偿还银行贷款、补充流动资金。 募资使用情况，图片来源：招股书 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布洛芬作为家庭药箱中常见药品，在当前的关注度已经无可比拟。为了进一步缓解布洛芬在国内的供应紧张状态，已经有越来越多的公司加入了紧急生产布洛芬的行列。12月19日，港股上市公司<a target=\"_blank\" href=\"https://laohu8.com/S/00455\">$天大药业(00455)$</a>&nbsp;发布公告，公司正积极配合国家新十条优化防疫政策要求，全力生产布洛芬等市场急需药品，全力保障市场供应。另外，公司决定提速扩大珠海基地产能，新建液体车间生产线，力争在最短时间内完成，以满足旗下产品包括布洛芬混悬液、美敏伪麻、液体制剂CDMO项目的生产，并将小儿清热止咳颗粒的生产外包，扩大产量。 天大药业一直深耕心脑血管及儿科等疾病领域用药，拥有独特的仿制药产品管线。旗下核心儿科用药品牌托恩®布洛芬混悬液的市场份额常年位列国内前三。托恩®布洛芬混悬液╱混悬滴剂作为非类固醇类的儿童退热止痛药，受到儿科用药市场的广泛好评，根据今年中期业绩显示，托恩产品销售额达6400万港元，同比增长近70%。随着本轮疫情防控的全面放开，市场用药需求急剧攀升，相信托恩产品销量将会大幅增长，公司业绩也有望迎来快速增长，托恩产品在儿科退热止痛用药领域的龙头地位也将进一步确立。另外，公司在去年3月份收购的小儿清热止咳颗粒也将在此轮疫情中发挥重要作用。小儿清热止咳颗粒作为中成药和托恩互为补充，中西结合的治疗方式也将更好地帮助儿童患者应对疫情。 作为一家积极肩负社会责任的企业，天大药业在公告中进一步表示，会将旗下中医馆连锁「天大馆」的中医药系列服务投入支援内地疫情居家防控，通过「云上天大馆」，推出","text":"自国家疫情防控放开，”新十条”中「不得限制群众线上线下购买药物」发布后，全国民众掀起了「囤药热潮」，线下线上的退烧药、止咳药、感冒药存量纷纷“告急”。截至目前，布洛芬等产品的市场供应依旧非常紧张。 布洛芬作为家庭药箱中常见药品，在当前的关注度已经无可比拟。为了进一步缓解布洛芬在国内的供应紧张状态，已经有越来越多的公司加入了紧急生产布洛芬的行列。12月19日，港股上市公司$天大药业(00455)$ 发布公告，公司正积极配合国家新十条优化防疫政策要求，全力生产布洛芬等市场急需药品，全力保障市场供应。另外，公司决定提速扩大珠海基地产能，新建液体车间生产线，力争在最短时间内完成，以满足旗下产品包括布洛芬混悬液、美敏伪麻、液体制剂CDMO项目的生产，并将小儿清热止咳颗粒的生产外包，扩大产量。 天大药业一直深耕心脑血管及儿科等疾病领域用药，拥有独特的仿制药产品管线。旗下核心儿科用药品牌托恩®布洛芬混悬液的市场份额常年位列国内前三。托恩®布洛芬混悬液╱混悬滴剂作为非类固醇类的儿童退热止痛药，受到儿科用药市场的广泛好评，根据今年中期业绩显示，托恩产品销售额达6400万港元，同比增长近70%。随着本轮疫情防控的全面放开，市场用药需求急剧攀升，相信托恩产品销量将会大幅增长，公司业绩也有望迎来快速增长，托恩产品在儿科退热止痛用药领域的龙头地位也将进一步确立。另外，公司在去年3月份收购的小儿清热止咳颗粒也将在此轮疫情中发挥重要作用。小儿清热止咳颗粒作为中成药和托恩互为补充，中西结合的治疗方式也将更好地帮助儿童患者应对疫情。 作为一家积极肩负社会责任的企业，天大药业在公告中进一步表示，会将旗下中医馆连锁「天大馆」的中医药系列服务投入支援内地疫情居家防控，通过「云上天大馆」，推出","images":[{"img":"https://static.tigerbbs.com/c4a6ac1cab483494620f3e3723392671","width":"632","height":"305"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623739103","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621906129,"gmtCreate":1671790651362,"gmtModify":1671790652988,"author":{"id":"4111658975234440","authorId":"4111658975234440","name":"Sihfhhdh","avatar":"https://static.tigerbbs.com/b94007e83e7eae3cfd33e225fd530ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111658975234440","authorIdStr":"4111658975234440"},"themes":[],"htmlText":"Ggg","listText":"Ggg","text":"Ggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621906129","repostId":"623475852","repostType":1,"repost":{"id":623475852,"gmtCreate":1671634476076,"gmtModify":1671638607132,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"","htmlText":"没什么新发现，还是维持周一观点：震荡下行，本周更适合sell&nbsp;call。昨天最怪的事儿莫过于日本央行宣布修改YCC，扩大收益率曲线控制区间至正负0.5%，导致债券市场资金回流日本，各国国债遭到一定程度的抛售，收益率曲线走高，然后直接导致了<a 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PUT$</a>到期日更近，说明下单人更有信心；95不一定能到，更有可能是被当作一种价外杠杆。日本央行释放这次决策的时间点很奇怪，想想可能是特意安排在2022年最后一次FOMC结束后，防止与加息预期重叠共振导致国债利率恐慌式走高，真是用心良苦。补充一些大单细节：京东出现了平价put大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/JD%2020230120%2056.0%20PUT\">$JD 20230120 56.0 PUT$</a>以及让我意外的是看到了很多成长股的sell&nbsp;call大单：<a target=\"_blank\" href=\"https://laohu8.com/OPT/RBLX%2020230217%2030.0%20CALL\">$RBLX 20230217 30.0 CALL$</a>&nbsp;","text":"没什么新发现，还是维持周一观点：震荡下行，本周更适合sell call。昨天最怪的事儿莫过于日本央行宣布修改YCC，扩大收益率曲线控制区间至正负0.5%，导致债券市场资金回流日本，各国国债遭到一定程度的抛售，收益率曲线走高，然后直接导致了$债券20+美公债指数ETF-iShares(TLT)$ 的下跌。从期权大单来看目标价大概在95～100之间，不过行权价为100的这张大单$TLT 20230113 100.0 PUT$到期日更近，说明下单人更有信心；95不一定能到，更有可能是被当作一种价外杠杆。日本央行释放这次决策的时间点很奇怪，想想可能是特意安排在2022年最后一次FOMC结束后，防止与加息预期重叠共振导致国债利率恐慌式走高，真是用心良苦。补充一些大单细节：京东出现了平价put大单$JD 20230120 56.0 PUT$以及让我意外的是看到了很多成长股的sell call大单：$RBLX 20230217 30.0 CALL$ 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