跑马仔的个人主页 - 老虎社区

跑马仔

今晚打LAO虎

IP属地：广东

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4主题

0勋章

2020-09-01

$小米集团-W(01810)$敢问是什么逻辑在买入小米[龇牙]

2020-09-08

$农夫山泉(09633)$嘻嘻😁

2019-10-25

$医美国际(AIH)$ 这家伙哪个位置是底？

2020-11-17

$农夫山泉(09633)$有点甜[龇牙]

2020-06-19

$燃石医学(BNR)$涨到目标价了[龇牙]

2020-02-04

$特斯拉(TSLA)$ 势不可挡，今天肯定能到1000

2020-01-23

这篇文章不错，转发给大家看看

@4207f134:根本不存在断货！口罩的生产速度你远远想像不到！

2019-12-10

$启明医疗-B(02500)$又没中签，又上20%，要等回调嚒

2019-09-12

$SmileDirectClub, Inc.(SDC)$ 20.7

去老虎APP查看更多动态

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\n \n  【《华尔街》纪录片第8集：《明暗创新》】2009年秋天，华尔街正在进行着规模巨大的整休工程，与此同时，全球资本市场也在对自身进行着深入的反思，在纽约佩思大学里来自世界各地的政府官员、银行家、学者正在举办“梧桐树下再聚首”的研讨会。期货定价模型的创立者、诺贝尔奖得主休斯教授与华尔街资深投资银行家布克斯泰伯正在围绕金融创新进行着激烈的辩论。 本集从美国移民的历史入手，对美国移民的冒险创新精神和美国信贷消费文化进行思辩式梳理，并以此为依托对美国资本市场的金融创新的历史和现状进行全景式表现。通过对次贷危机的形成和根源的揭示，表述金融创新的两面性，金融创新和资本市场的关系。 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>\n \n","listText":"【《华尔街》纪录片第8集：《明暗创新》】2009年秋天，华尔街正在进行着规模巨大的整休工程，与此同时，全球资本市场也在对自身进行着深入的反思，在纽约佩思大学里来自世界各地的政府官员、银行家、学者正在举办“梧桐树下再聚首”的研讨会。期货定价模型的创立者、诺贝尔奖得主休斯教授与华尔街资深投资银行家布克斯泰伯正在围绕金融创新进行着激烈的辩论。 本集从美国移民的历史入手，对美国移民的冒险创新精神和美国信贷消费文化进行思辩式梳理，并以此为依托对美国资本市场的金融创新的历史和现状进行全景式表现。通过对次贷危机的形成和根源的揭示，表述金融创新的两面性，金融创新和资本市场的关系。 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>","text":"【《华尔街》纪录片第8集：《明暗创新》】2009年秋天，华尔街正在进行着规模巨大的整休工程，与此同时，全球资本市场也在对自身进行着深入的反思，在纽约佩思大学里来自世界各地的政府官员、银行家、学者正在举办“梧桐树下再聚首”的研讨会。期货定价模型的创立者、诺贝尔奖得主休斯教授与华尔街资深投资银行家布克斯泰伯正在围绕金融创新进行着激烈的辩论。 本集从美国移民的历史入手，对美国移民的冒险创新精神和美国信贷消费文化进行思辩式梳理，并以此为依托对美国资本市场的金融创新的历史和现状进行全景式表现。通过对次贷危机的形成和根源的揭示，表述金融创新的两面性，金融创新和资本市场的关系。 $纳斯达克(.IXIC)$ $标普500ETF(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915433616","isVote":1,"tweetType":2,"object":{"id":"b227577b70c14232b079782392fdb11e","tweetId":"915433616","videoUrl":"http://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/10770a615285890798395198192/v.f20.mp4","poster":"https://static.tigerbbs.com/017a49f9d72f72ae1932ab264a834e92"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915226915,"gmtCreate":1580836564537,"gmtModify":1704342585256,"author":{"id":"3489187113882041","authorId":"3489187113882041","name":"跑马仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489187113882041","idStr":"3489187113882041"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915226915","repostId":"2008478885","repostType":2,"repost":{"id":"2008478885","kind":"highlight","pubTimestamp":1580819931,"share":"https://www.laohu8.com/m/news/2008478885?lang=zh_CN&edition=full","pubTime":"2020-02-04 20:38","market":"hk","language":"zh","title":"超级多头：特斯拉(TSLA.US)五年内将涨至7000美元 甚至1.5万","url":"https://stock-news.laohu8.com/highlight/detail?id=2008478885","media":"智通财经网","summary":"上周六，ARK发布了他们特斯拉估值模型的更新报告，称模型现在显示，特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。","content":"<html><body><article>\n<p><strong>本文来源“腾讯网”。</strong></p><p>大约一年多以前，当马斯克(Elon Musk)半心半意地开始公开谈论<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>私有化的可能性时，一家投资公司提醒他，其实这一理念比他以为的要可行得多。</p><p>投资公司ARK \nInvest在2018年8月的研究报告当中指出，“特斯拉(TSLA.US)未来五年后的估值将位于700美元到4000美元之间”。该公司首席投资官伍德(Catherine \nWood)写道，“以420美元的报价将特斯拉私有化，无疑是大打折扣了。”</p><p>只不过，当时人们都只是将这大胆的预测当作是段无意义的插曲而已。不过，上周六，ARK发布了他们特斯拉估值模型的更新报告，称模型现在显示，特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。在看涨预期下，特斯拉股价甚至还能再高一倍，达到1.5万美元，而即便是看空预期，特斯拉的目标股价也有1500美元，大约相当于目前价位的2.5倍。</p><p>ARK何以会如此乐观?</p><p>该公司的投资团队在分析特斯拉的商业模式时主要考虑了三个重大变量，即毛利润率、资本效率和自动驾驶的普及速度。ARK最看好的，是特斯拉削减成本和提升利润率的能力，他们相信特斯拉有80%的成算将利润率提升到40%，因为特斯拉“是一个创新周期当中具有统治性地位的品牌，在商品化方面领先于所有竞争对手”。</p><p>这些专家们最没有把握的，是自动驾驶技术的采用情况，他们估计，特斯拉有70%的可能性最终无法创造出完全自动驾驶的汽车。</p><p>所谓资本效率，指的是特斯拉的汽车制造成本到底会有多高，在这个问题上，研究团队也发生了分裂，出现了1.1万美元和1.6万美元两种预期。可以作为参考的是，燃油汽车行业的这一平均数字为1.4万美元。</p><p>“电动汽车的制造成本将在未来十八个月或者两年之内降至燃油汽车之下，而且在那之后还会持续降低。”伍德接受《巴伦》周刊采访时曾经表示，“因此，这根本就是不必争论的。电动汽车将变得更廉价，成为更好的汽车，更值得去投资。”</p><p>ARK估计，未来五年时间内，电动汽车的销售量将持续增长，最终达到全部销售量的三分之一，而其中特斯拉的份额将有大约18%——不过，这一预期的前提是其他车厂的行动必须足够迅速。“在这个预期上，我们担心的不是特斯拉，而是其他汽车制造商，他们在这个游戏当中还只是刚刚入场。”</p><p>去年12月，MarketWatch也曾经邀请伍德做客，讨论他们的投资之道。当时，伍德将ARK \nInvest描述“深度价值型投资经理人”，而有趣的是，在2018年致马斯克的公开信当中，她也曾经将特斯拉称作是“当今的一只深度价值型股票”。ARK相信，市场在确定特斯拉的估值时不该将其当作一家汽车企业来看待，相反，这是一家革命性的科技公司，将会对人们生活的方方面面产生颠覆性的影响。</p><p>伍德说，今天的特斯拉就像是二十年前的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，虽然还有很多的怀疑者，但是已经注定将成为一个“行业杀手”。</p><p>当然，华尔街上的主流观点并不是这么认为的。比如，大多数分析师都对特斯拉抱着更明显的怀疑态度。FactSet的数据显示，目前特斯拉的平均目标价格是536美元，而且大多数追踪该股的研究者也只将未来一年左右的变化纳入考虑。</p><p>当然，分析师的观点是一回事，而事实是另外一回事。根据S3 Partners预测分析部门负责人杜萨尼夫斯基(Ihor \nDusaniwsky)的估算，那些做空特斯拉的人们单单1月一个月就损失了近60亿美元。</p><p>然而，在ARK Invest的两只基金当中，特斯拉都成为了绝对的重仓股。该股在Autonomous Technology &amp; Robotics \nETF的投资组合当中占比13.62%，在Next Generation Internet \nETF当中占比10.80%。两只基金最近十二个月的回报率分别为15.73%和27.46%，而纳指的同期表现是25.98%。</p><p>这段时间当中，特斯拉股价的表现则是翻了一番还多。(编辑：刘瑞)</p> </article></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超级多头：特斯拉(TSLA.US)五年内将涨至7000美元 甚至1.5万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-04 20:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/271378.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来源“腾讯网”。大约一年多以前，当马斯克(Elon Musk)半心半意地开始公开谈论特斯拉私有化的可能性时，一家投资公司提醒他，其实这一理念比他以为的要可行得多。投资公司ARK \nInvest在2018年8月的研究报告当中指出，“特斯拉(TSLA.US)未来五年后的估值将位于700美元到4000美元之间”。该公司首席投资官伍德(Catherine \nWood)写道，“以420美元的报价将特斯拉...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/271378.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20200204/20200204203416_83181.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/271378.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2008478885","content_text":"本文来源“腾讯网”。大约一年多以前，当马斯克(Elon Musk)半心半意地开始公开谈论特斯拉私有化的可能性时，一家投资公司提醒他，其实这一理念比他以为的要可行得多。投资公司ARK \nInvest在2018年8月的研究报告当中指出，“特斯拉(TSLA.US)未来五年后的估值将位于700美元到4000美元之间”。该公司首席投资官伍德(Catherine \nWood)写道，“以420美元的报价将特斯拉私有化，无疑是大打折扣了。”只不过，当时人们都只是将这大胆的预测当作是段无意义的插曲而已。不过，上周六，ARK发布了他们特斯拉估值模型的更新报告，称模型现在显示，特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。在看涨预期下，特斯拉股价甚至还能再高一倍，达到1.5万美元，而即便是看空预期，特斯拉的目标股价也有1500美元，大约相当于目前价位的2.5倍。ARK何以会如此乐观?该公司的投资团队在分析特斯拉的商业模式时主要考虑了三个重大变量，即毛利润率、资本效率和自动驾驶的普及速度。ARK最看好的，是特斯拉削减成本和提升利润率的能力，他们相信特斯拉有80%的成算将利润率提升到40%，因为特斯拉“是一个创新周期当中具有统治性地位的品牌，在商品化方面领先于所有竞争对手”。这些专家们最没有把握的，是自动驾驶技术的采用情况，他们估计，特斯拉有70%的可能性最终无法创造出完全自动驾驶的汽车。所谓资本效率，指的是特斯拉的汽车制造成本到底会有多高，在这个问题上，研究团队也发生了分裂，出现了1.1万美元和1.6万美元两种预期。可以作为参考的是，燃油汽车行业的这一平均数字为1.4万美元。“电动汽车的制造成本将在未来十八个月或者两年之内降至燃油汽车之下，而且在那之后还会持续降低。”伍德接受《巴伦》周刊采访时曾经表示，“因此，这根本就是不必争论的。电动汽车将变得更廉价，成为更好的汽车，更值得去投资。”ARK估计，未来五年时间内，电动汽车的销售量将持续增长，最终达到全部销售量的三分之一，而其中特斯拉的份额将有大约18%——不过，这一预期的前提是其他车厂的行动必须足够迅速。“在这个预期上，我们担心的不是特斯拉，而是其他汽车制造商，他们在这个游戏当中还只是刚刚入场。”去年12月，MarketWatch也曾经邀请伍德做客，讨论他们的投资之道。当时，伍德将ARK \nInvest描述“深度价值型投资经理人”，而有趣的是，在2018年致马斯克的公开信当中，她也曾经将特斯拉称作是“当今的一只深度价值型股票”。ARK相信，市场在确定特斯拉的估值时不该将其当作一家汽车企业来看待，相反，这是一家革命性的科技公司，将会对人们生活的方方面面产生颠覆性的影响。伍德说，今天的特斯拉就像是二十年前的亚马逊，虽然还有很多的怀疑者，但是已经注定将成为一个“行业杀手”。当然，华尔街上的主流观点并不是这么认为的。比如，大多数分析师都对特斯拉抱着更明显的怀疑态度。FactSet的数据显示，目前特斯拉的平均目标价格是536美元，而且大多数追踪该股的研究者也只将未来一年左右的变化纳入考虑。当然，分析师的观点是一回事，而事实是另外一回事。根据S3 Partners预测分析部门负责人杜萨尼夫斯基(Ihor \nDusaniwsky)的估算，那些做空特斯拉的人们单单1月一个月就损失了近60亿美元。然而，在ARK Invest的两只基金当中，特斯拉都成为了绝对的重仓股。该股在Autonomous Technology & Robotics \nETF的投资组合当中占比13.62%，在Next Generation Internet \nETF当中占比10.80%。两只基金最近十二个月的回报率分别为15.73%和27.46%，而纳指的同期表现是25.98%。这段时间当中，特斯拉股价的表现则是翻了一番还多。(编辑：刘瑞)","news_type":1,"symbols_score_info":{"TSLA":0.6}},"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915629189,"gmtCreate":1580822936541,"gmtModify":1704342439560,"author":{"id":"3489187113882041","authorId":"3489187113882041","name":"跑马仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489187113882041","idStr":"3489187113882041"},"themes":[],"htmlText":"$特斯拉(TSLA)$ 势不可挡，今天肯定能到1000","listText":"$特斯拉(TSLA)$ 势不可挡，今天肯定能到1000","text":"$特斯拉(TSLA)$ 势不可挡，今天肯定能到1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/915629189","isVote":1,"tweetType":1,"viewCount":1701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916787939,"gmtCreate":1579712870521,"gmtModify":1704340306114,"author":{"id":"3489187113882041","authorId":"3489187113882041","name":"跑马仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489187113882041","idStr":"3489187113882041"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/916787939","repostId":"916462101","repostType":1,"repost":{"id":916462101,"gmtCreate":1579692073789,"gmtModify":1741599382561,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"4207f134","avatar":"https://static.tigerbbs.com/1ebc2483f5c94ab5917a7ec0eb2e1f05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524030243818067","idStr":"3524030243818067"},"themes":[],"title":"根本不存在断货！口罩的生产速度你远远想像不到！","htmlText":"一盒10只的医用外科口罩，运费竟涨到500元？面对新型冠状病毒疫情，口罩一时间成为热销产品，也成了各大电商平台的热搜词。涨价、断货、下架...全民抢口罩的热潮涌起，不但如此，二级市场上口罩相关概念股从昨日迎来炒作式暴涨：龙头股份、江南高纤、泰达股份、振德医疗涨停。 不过口罩真的会脱销？完全不用慌，因为这东西的生产是以秒计的。 作者：Velaciela 其实一次性口罩是个非常非常低成本的东西，可以极大规模，全自动机械化生产。特别是在工业体系全球最全，生产能力全球第一的世界工厂，防病毒用具完全不用担心供应。我下面就口罩产业链举个例子： 1、口罩是怎么生产的？ 现在的自动生产线用成卷的无纺布，自动切割成口罩的外形，自动叠压后自动焊接耳带，经过消毒等程序包装成品，全过程都是全自动化，每秒钟能生产一到两个，多条生产线可以用子弹出膛的速度生产。平时这些公司都愁自己的产品卖不掉，现在机遇来临，挑灯夜战也要抓住商机。所以完全不用担心口罩不够用。 成卷的材料 耳带 焊接耳带 切割成型 成品出炉 现在A股生产口罩的公司就有振德医疗、泰达股份、鱼跃医疗、新纶科技、常山北明、金鹰股份、华铁股份等十几家，还有生产防护服的际华集团等一大批，这两天扎堆暴涨。再加上南方地区无数不知名小厂，很快全国动员起来后，将能达到人口一罩的水平，快速遏制病毒传播。 而一次性口罩的材料是水刺无纺布，这个概念曾经在A股也引发了一轮炒作。水刺无纺布是用非常细的水流冲击纤维，使其形成网络结构，进而成为一整片可以裁减的布料。这个技术曾经是高科技，后来最近几年国内也逐步掌握了。欣龙控股等曾经还引发过一轮水刺无纺布概念的爆炒。这种材料广泛应用于各种一次性用品，从湿巾到口罩到各种医疗用品，还有卫生巾等。水刺无纺布的龙头当然是欣龙控股，曾经的大妖股。这个股票昨日也涨停了，还连带江南高纤等一大批产业链个股补涨。 而现在水刺无纺布的原料纤维","listText":"一盒10只的医用外科口罩，运费竟涨到500元？面对新型冠状病毒疫情，口罩一时间成为热销产品，也成了各大电商平台的热搜词。涨价、断货、下架...全民抢口罩的热潮涌起，不但如此，二级市场上口罩相关概念股从昨日迎来炒作式暴涨：龙头股份、江南高纤、泰达股份、振德医疗涨停。 不过口罩真的会脱销？完全不用慌，因为这东西的生产是以秒计的。 作者：Velaciela 其实一次性口罩是个非常非常低成本的东西，可以极大规模，全自动机械化生产。特别是在工业体系全球最全，生产能力全球第一的世界工厂，防病毒用具完全不用担心供应。我下面就口罩产业链举个例子： 1、口罩是怎么生产的？ 现在的自动生产线用成卷的无纺布，自动切割成口罩的外形，自动叠压后自动焊接耳带，经过消毒等程序包装成品，全过程都是全自动化，每秒钟能生产一到两个，多条生产线可以用子弹出膛的速度生产。平时这些公司都愁自己的产品卖不掉，现在机遇来临，挑灯夜战也要抓住商机。所以完全不用担心口罩不够用。 成卷的材料 耳带 焊接耳带 切割成型 成品出炉 现在A股生产口罩的公司就有振德医疗、泰达股份、鱼跃医疗、新纶科技、常山北明、金鹰股份、华铁股份等十几家，还有生产防护服的际华集团等一大批，这两天扎堆暴涨。再加上南方地区无数不知名小厂，很快全国动员起来后，将能达到人口一罩的水平，快速遏制病毒传播。 而一次性口罩的材料是水刺无纺布，这个概念曾经在A股也引发了一轮炒作。水刺无纺布是用非常细的水流冲击纤维，使其形成网络结构，进而成为一整片可以裁减的布料。这个技术曾经是高科技，后来最近几年国内也逐步掌握了。欣龙控股等曾经还引发过一轮水刺无纺布概念的爆炒。这种材料广泛应用于各种一次性用品，从湿巾到口罩到各种医疗用品，还有卫生巾等。水刺无纺布的龙头当然是欣龙控股，曾经的大妖股。这个股票昨日也涨停了，还连带江南高纤等一大批产业链个股补涨。 而现在水刺无纺布的原料纤维","text":"一盒10只的医用外科口罩，运费竟涨到500元？面对新型冠状病毒疫情，口罩一时间成为热销产品，也成了各大电商平台的热搜词。涨价、断货、下架...全民抢口罩的热潮涌起，不但如此，二级市场上口罩相关概念股从昨日迎来炒作式暴涨：龙头股份、江南高纤、泰达股份、振德医疗涨停。 不过口罩真的会脱销？完全不用慌，因为这东西的生产是以秒计的。 作者：Velaciela 其实一次性口罩是个非常非常低成本的东西，可以极大规模，全自动机械化生产。特别是在工业体系全球最全，生产能力全球第一的世界工厂，防病毒用具完全不用担心供应。我下面就口罩产业链举个例子： 1、口罩是怎么生产的？ 现在的自动生产线用成卷的无纺布，自动切割成口罩的外形，自动叠压后自动焊接耳带，经过消毒等程序包装成品，全过程都是全自动化，每秒钟能生产一到两个，多条生产线可以用子弹出膛的速度生产。平时这些公司都愁自己的产品卖不掉，现在机遇来临，挑灯夜战也要抓住商机。所以完全不用担心口罩不够用。 成卷的材料 耳带 焊接耳带 切割成型 成品出炉 现在A股生产口罩的公司就有振德医疗、泰达股份、鱼跃医疗、新纶科技、常山北明、金鹰股份、华铁股份等十几家，还有生产防护服的际华集团等一大批，这两天扎堆暴涨。再加上南方地区无数不知名小厂，很快全国动员起来后，将能达到人口一罩的水平，快速遏制病毒传播。 而一次性口罩的材料是水刺无纺布，这个概念曾经在A股也引发了一轮炒作。水刺无纺布是用非常细的水流冲击纤维，使其形成网络结构，进而成为一整片可以裁减的布料。这个技术曾经是高科技，后来最近几年国内也逐步掌握了。欣龙控股等曾经还引发过一轮水刺无纺布概念的爆炒。这种材料广泛应用于各种一次性用品，从湿巾到口罩到各种医疗用品，还有卫生巾等。水刺无纺布的龙头当然是欣龙控股，曾经的大妖股。这个股票昨日也涨停了，还连带江南高纤等一大批产业链个股补涨。 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href=\"https://laohu8.com/NW/910828883\" target=\"_blank\">IPO情报局：保利物业 - 中国最大的央企物业管理服务综合运营商</a> 今年的港股市场不太平静，年初的一波暴涨，扶摇直上3万点，后来因为一些波澜，重新回到2万5，截止目前，恒生指数全年涨幅只有2.62%，垫底全球主要股指。 在这样低迷、落后不堪的情况下，有一个板块异军突起、领涨港股，板块内有6只个股实现翻倍，最大涨幅超过190%，涨幅超过30%的就有10家，具体来看市值10亿上的全部跑赢大盘，这个板块是我们很熟悉却又忽略的物业股！ 在这种火爆的行情下，又一家物业龙头股 — $保利物业(06049)$ ，将于12月19日登陆港交所，目前正在新股申购中。根据招股书披露，保利物业的实际控制人是保利集团，为国资委直属的大型央企，全国物业管理龙头。根据招股书显示，本次发行规模1.33亿股，发行定价30.7-35.1港元区间，对应市值在163.73亿-187.2亿港元，如果成功上市，在港股上市的物业公司中排名第四。 有了央企的金字招牌，加上火爆的行业走势，保利物业会不会遭到爆抢？接下来，让我们全方位审视下这支自带光环的新股。 物业不辛苦、赚钱猛如虎 印象中，物业好像是一个苦哈哈的行业，做的都是保安、绿化、维修的活，怎么看都不像是吸金的主，但我们还是too young to simple。根据各家物业公司披露的2019年半年度报告，碧桂园服务和雅生活的净利率分别是23.5%和25.4%，最挫的保利物业也达到了11.4%。 这种盈利水平，高于卖药的恒瑞医药，逼近巴神钟爱的可口可乐，堪比一台印钞机。 除了吸金能力强大，赚钱的速度更是猛如虎。截止2019年半年报，碧桂园服务净利润同比增速72.3%、雅生活69.3%、新城悦服务105.9%、保利物业48.9%！ 这速度，是在抢钱","listText":"<a href=\"https://laohu8.com/NW/910828883\" target=\"_blank\">IPO情报局：保利物业 - 中国最大的央企物业管理服务综合运营商</a> 今年的港股市场不太平静，年初的一波暴涨，扶摇直上3万点，后来因为一些波澜，重新回到2万5，截止目前，恒生指数全年涨幅只有2.62%，垫底全球主要股指。 在这样低迷、落后不堪的情况下，有一个板块异军突起、领涨港股，板块内有6只个股实现翻倍，最大涨幅超过190%，涨幅超过30%的就有10家，具体来看市值10亿上的全部跑赢大盘，这个板块是我们很熟悉却又忽略的物业股！ 在这种火爆的行情下，又一家物业龙头股 — $保利物业(06049)$ ，将于12月19日登陆港交所，目前正在新股申购中。根据招股书披露，保利物业的实际控制人是保利集团，为国资委直属的大型央企，全国物业管理龙头。根据招股书显示，本次发行规模1.33亿股，发行定价30.7-35.1港元区间，对应市值在163.73亿-187.2亿港元，如果成功上市，在港股上市的物业公司中排名第四。 有了央企的金字招牌，加上火爆的行业走势，保利物业会不会遭到爆抢？接下来，让我们全方位审视下这支自带光环的新股。 物业不辛苦、赚钱猛如虎 印象中，物业好像是一个苦哈哈的行业，做的都是保安、绿化、维修的活，怎么看都不像是吸金的主，但我们还是too young to simple。根据各家物业公司披露的2019年半年度报告，碧桂园服务和雅生活的净利率分别是23.5%和25.4%，最挫的保利物业也达到了11.4%。 这种盈利水平，高于卖药的恒瑞医药，逼近巴神钟爱的可口可乐，堪比一台印钞机。 除了吸金能力强大，赚钱的速度更是猛如虎。截止2019年半年报，碧桂园服务净利润同比增速72.3%、雅生活69.3%、新城悦服务105.9%、保利物业48.9%！ 这速度，是在抢钱","text":"IPO情报局：保利物业 - 中国最大的央企物业管理服务综合运营商 今年的港股市场不太平静，年初的一波暴涨，扶摇直上3万点，后来因为一些波澜，重新回到2万5，截止目前，恒生指数全年涨幅只有2.62%，垫底全球主要股指。 在这样低迷、落后不堪的情况下，有一个板块异军突起、领涨港股，板块内有6只个股实现翻倍，最大涨幅超过190%，涨幅超过30%的就有10家，具体来看市值10亿上的全部跑赢大盘，这个板块是我们很熟悉却又忽略的物业股！ 在这种火爆的行情下，又一家物业龙头股 — $保利物业(06049)$ ，将于12月19日登陆港交所，目前正在新股申购中。根据招股书披露，保利物业的实际控制人是保利集团，为国资委直属的大型央企，全国物业管理龙头。根据招股书显示，本次发行规模1.33亿股，发行定价30.7-35.1港元区间，对应市值在163.73亿-187.2亿港元，如果成功上市，在港股上市的物业公司中排名第四。 有了央企的金字招牌，加上火爆的行业走势，保利物业会不会遭到爆抢？接下来，让我们全方位审视下这支自带光环的新股。 物业不辛苦、赚钱猛如虎 印象中，物业好像是一个苦哈哈的行业，做的都是保安、绿化、维修的活，怎么看都不像是吸金的主，但我们还是too young to simple。根据各家物业公司披露的2019年半年度报告，碧桂园服务和雅生活的净利率分别是23.5%和25.4%，最挫的保利物业也达到了11.4%。 这种盈利水平，高于卖药的恒瑞医药，逼近巴神钟爱的可口可乐，堪比一台印钞机。 除了吸金能力强大，赚钱的速度更是猛如虎。截止2019年半年报，碧桂园服务净利润同比增速72.3%、雅生活69.3%、新城悦服务105.9%、保利物业48.9%！ 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