彬001的个人主页 - 老虎社区

彬001

彬001

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03-24

03-17

$台积电(TSM)$

03-10

03-03

02-28

1、下午4点15分至6点30分之间 2、1手 3、500万以上 4、10000元 5、2018年 6、可以 7、B 8、B 9、D 10、A

02-25

破发概率：根据DeepSeek AI预测，乐观情境首日或涨20-30%（对应243-263港元），但若定价过高或市场情绪转向，可能复制奈雪、茶百道的破发路径。估值争议：按发行价计算，动态市盈率约21.8倍，高于古茗（14.5倍）、低于茶百道（25倍），需结合港股流动性折价综合判断。政策风险：食品安全监管趋严，低价策略可能面临原材料成本上涨压力。

02-25

1、市场需求在：消费降级时代，茶饮消费势必两极分化，甜品茶饮好比街头奶头乐，不可或缺。 2、大佬云集背书，红杉、高瓴……强强联合。 3、市场占有率高，业绩稳定。 4、对比中高售价的几个品牌，上线就破发，单价没超二十，蜜雪单价有些惊人的高。这是唯一槽点

02-24

摆明圈钱，，低消内卷行业，，最后大家玩完

02-23

$Stellantis NV(STLA)$

02-20

$Stellantis NV(STLA)$

02-16

02-09

02-03

01-27

01-23

01-13

01-05

$超微电脑(SMCI)$

2024-12-30

2024-12-22

2024-12-16

$Stellantis NV(STLA)$

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