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    • OMZOMZ
      ·2021-12-21
      Yes

      市场被吓坏了,但黄金却仍有望突破短期行情

      @许亚鑫
      各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:老虎社区最受欢迎虎友评选开始 上周,超级央行周结束,美联储决定加速缩债,英国央行则扣动加息扳机。本周我们即将迎来圣诞周,由于欧美市场因假期会提前休市,预计市场整体的波动率有限。 如上图所示,截至许导写稿之时,美股开盘仍然还在调整,VIX恐慌指数目前也攀升到接近20%。这一波抛售实际上也和上周五美联储官员的一些相关评论有关系。 美联储理事沃勒(Christopher Waller)上周五表示,在决定提前结束资产购买计划后,美联储可能最早在3月15-16日会议上开始加息,以遏制“高得吓人”的通胀。 此外,沃勒还主张美联储可以在加息后的一到两次加息会议上,就决定开始缩减其庞大的资产负债表,允许到期证券流出。 许导认为,加速缩债已经成为既定事实,并且时间节点就是在明年3月结束,这个过程大概率不太可能再次缩短。市场的焦点开始转向美联储缩债结束吼是否加息,怎料沃勒不但爆料要提前加息,并且还要缩表。 这直接就吓坏了市场。如上图所示,市场目前标价的普遍预期,是美联储在明年5-6月会加息25基点,而沃勒则暗示这个时间节点可以提前到3月。 当然,许导认为,导致市场避险升温的更重要的一个因素,则是此前的“3B”法案没有办法在圣诞节前后通过了。 也不知道到底是谁给了乔·曼钦(Joe Manchin)这么大的勇气,居然这些采访评论并未事先知会白宫或国会民主党高层。由于共和党都反对这项法案,这就意味着曼钦手里目前握着参议院50比50僵持局面的最关键一票,如果谈不妥......你们想嘛,“3B”法案通不过,就意味着明年的中期大选可能会导致民主党
      市场被吓坏了,但黄金却仍有望突破短期行情
      597评论
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    • OMZOMZ
      ·2021-12-16
      Yes ok ok yes
      777评论
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    • OMZOMZ
      ·2021-11-26
      Yes

      植发第一股“秃”然来袭,你打新吗?

      @价值投资为王
      11月23日,雍和医疗通过港交所聆讯,即将开启招股。 近年来,生活快节奏、工作高强度,熬最长的夜,薅一把把的头发,“秃然”焦虑让雍和医疗成为年轻人的香饽饽。 招股书显示,全国有2.51亿人患有脱发,而选择植发的渗透率只有0.2%。 巨大的市场空间,领先的品牌实力,雍和医疗IPO引起投资者的关注。 在招股开始之前,做个小调查,你是否会打新雍和医疗?顺便说说理由,有价值的评论我会打赏50-300不等的虎币! 这里我先总结下雍和医疗的优缺点: 优点1:暴利的植发生意! 招股书显示,雍和医疗的毛利率高达73.6%,人均开支2.7万! 优点2:业绩增速高! 2019年营收增速31%,2020年营收增速33.8%,疫情干扰对公司业绩影响不大。 分业务看,除植发业务外,雍和2019年开始拓展头发养固业务,2021年上半年的营收增速高达719%。 优点3:商业模式高级! 植发业务多为一次性收入,但需要头发养固业务的人群更大、复购率更高! 2020年,头发养固业务的复购率高达28.9%。 作为医美概念股,雍和医疗未来前景广阔,且已经是该行业第一品牌,预计会成为资本市场香饽饽。 但雍和医疗也有缺点。 缺点1:只赚吆喝不赚钱! 虽然植发生意毛利率很高,但需要巨额的广告支出,以供规模扩大。 2021年上半年,雍和医疗营销开支5.78亿,占总营收的比重达到54.9%,也即公司要拿出一半的收入去做营销。 如此,造成雍和医疗的净利率只有3.8%,还不及部分电子厂。 缺点2:植发门槛低! 植发生意门槛不高,雍和医疗竞争者众,2020年,公司的研发费用仅1182万。 行业第二名的营收约为雍和的一半,后面还有诸多小弟,竞争激烈在所难免。 缺点3:创始人只有初中学历! 创始人张玉2001年6月毕业于泗县大庄初级中学,其胞弟张辉任公司执行董事及采购总监,通过远程教育获得大专文凭。 看完优缺点,你是否还期待打新呢?
      植发第一股“秃”然来袭,你打新吗?
      546评论
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    • OMZOMZ
      ·2021-11-08
      Yes
      @Pettan
      $DexCom(DXCM)$Holding tightly
      $DexCom(DXCM)$Holding tightly
      515评论
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    • OMZOMZ
      ·2021-11-08
      Great ariticle, would you like to share it?

      [Halloween Game] Trade or Treat!

      @小虎活动
      Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av
      [Halloween Game] Trade or Treat!
      901评论
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    • OMZOMZ
      ·2021-11-06
      Yes

      英伟达、高通乘上“元宇宙”飞船,暴涨起飞!

      @话题虎
      又是神奇的元宇宙啊~ 昨天,$英伟达(NVDA)$ 暴涨12.04%,市值超7400亿美元,超过$伯克希尔(BRK.A)$ ,位居全美第七。发生了什么? 原来,是$富国银行(WFC)$ 发布的一份研报,吹捧随着“元宇宙”的发展,在未来中将为英伟达提供了100亿美元的增值市场份额的机会。原因是”英伟达将是元宇宙的入口硬件“。 随后,富国银行将英伟达的目标价格上调约30%,从245美元的目标价跳高至320美元。 据了解,英伟达于去年12月发布了一个开放的虚拟平台Omniverse的公开测试版,这个平台将成为元宇宙的基石,为客户提供强大的硬件支持。 $美国银行(BAC)$ 的分析师认为: “Omniverse平台能够很好地为 $Meta Platforms(FB)$ (脸书)提供图形、连接、移动性和计算/人工智能方面的关键构建块。” 于是,这份研报让英伟达正式搭上元宇宙的飞船,而一飞冲天了。 元宇宙,是集合多种技术而形成的新物种,包括AR/VR、云计算、AI、5G等等。这其中需要高超的软件技术,自然也离不开过硬的硬件技术。由于元宇宙有些像网络游戏,所以此前大家更关注软件的方向,如今资本市场已经开始关注硬件领域了。 甚至,近期已经有媒
      英伟达、高通乘上“元宇宙”飞船,暴涨起飞!
      1,062评论
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    • OMZOMZ
      ·2021-11-06
      Great ariticle, would you like to share it?

      [Halloween Game] Trade or Treat!

      @小虎活动
      Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av
      [Halloween Game] Trade or Treat!
      833评论
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    • OMZOMZ
      ·2021-11-06
      Great ariticle, would you like to share it?

      [Halloween Game] Trade or Treat!

      @小虎活动
      Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av
      [Halloween Game] Trade or Treat!
      585评论
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    • OMZOMZ
      ·2021-11-06
      Great ariticle, would you like to share it?

      [Halloween Game] Trade or Treat!

      @小虎活动
      Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av
      [Halloween Game] Trade or Treat!
      810评论
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    • OMZOMZ
      ·2021-11-04
      Great ariticle, would you like to share it?

      [Halloween Game] Trade or Treat!

      @小虎活动
      Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av
      [Halloween Game] Trade or Treat!
      630评论
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