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飞哥非哥
医疗、电子、增强现实等方面的新产品研发
IP属地:广东
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飞哥非哥
06-19
$Corner Growth Acquisition Corp 2(TRON)$
$SRM Entertainment, Inc.(SRM)$
前天就辟谣了,老川儿子不会在公司担任职务。
孙宇晨要上市了,特朗普小儿子将加入!这只股票隔夜暴涨647%
飞哥非哥
06-09
$特斯拉(TSLA)$
一个全球知名的、多方向的科技前沿企业,如果因为董事长跟总统吵了一架,公司(股价)就不行了,岂不是世界笑话?何况还是曾经帮过大忙的朋友。 民主党那些媒体、团体天天嘲笑、咒骂总统也没见受到什么伤害。
飞哥非哥
04-16
特朗普的目的是: 高端制造业会回流,比如半导体,中低端制造业全球重构,不再集中在中国,目前来看他可能会在一定程度上达到目的(大部分人看不懂老川,而且小看他)。 作为中国,通过几十年建设起来的制造业千万要想方设法保住,而且规模是面向全球的,产能巨大,从业人口众多,一旦失去要回来就很难了,所以对外贸问题一定要灵活处理,能屈能伸,否则会造成大量外贸企业的极度困难,涉及到几千万人的就业问题,而这几千万人口又会因家庭组合、消费等影响到更大的范围,很多反应都是连锁的,比如有的生产企业它内外贸都做,微利时代,一旦由于外贸砍掉一大块,企业就可能从盈利变成亏损,而亏损企业如果在一定的时间内看不到扭亏的可能性就可能会止损停业,这就不仅仅是影响外贸企业了。
飞哥非哥
02-22
缺乏核心竞争力
飞哥非哥
2024-12-18
$LQR House Inc.(YHC)$
是不是要被收购了?好像看到有一个12.20的投票截止日的邮件。
飞哥非哥
2024-11-23
这篇文章不错,转发给大家看看
抱歉,原内容已删除
飞哥非哥
2024-11-06
川普,马斯克必胜!智慧与正义!
飞哥非哥
2024-09-18
0.25% 大概率是25个基点
飞哥非哥
2024-09-06
稳定收益的股票
【华创交运*业绩点评】厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间
飞哥非哥
2024-08-13
为人类健康努力
$IN8bio, Inc.(INAB)$
抱歉,原内容已删除
飞哥非哥
2024-06-08
$AppLovin Corporation(APP)$
现在到了收购
$Unity Software Inc.(U)$
最好的时机,再度出手吧!!一股换两股甚至2.5股,所有持有
$Unity Software Inc.(U)$
的人都愿意!
飞哥非哥
2024-03-18
$小i机器人(AIXI)$
马斯克开源人工智能大模型对AIxi是特大利好呀!!!刚好用于落地做应用市场,好好表现一下!
飞哥非哥
2023-12-21
分析的通透
抱歉,原内容已删除
飞哥非哥
2023-09-28
先讲个故事: 那个人太不像话了,以前每次碰到他都会给5个刀给我,从昨天开始居然说他也要向家人交代,以后每次只能给我2.5刀了!要是有给的更多的人,真不想碰到他了,有吗?居然还是他给的最多![捂脸]
$Unity Software Inc.(U)$
一个公司上市了就像一个人结婚了,从此有了对股东和家人的责任,年年花天酒地、入不敷出那是不行的,一个全球占最大份额的全平台游戏引擎股价从200多跌到20多,说明它原先够优秀够廉价,居然不准他为了盈利涨一点点价?何况涨价后还是最便宜的,骂他不跟用户充分沟通,那些大用户也没沟通翻脸不认人破口大骂就有理了?
抱歉,原内容已删除
飞哥非哥
2023-09-16
Replying to
@苹果拥护者
:
$Unity Software Inc.(U)$
通过硬件ID识别,即使你重新安装系统,服务器也能识别是否是重复安装,同理,欺诈性安装更能识别。如果同时记录几个硬件的ID,则即使你换了个别硬件也还能识别,比如硬盘序列号、网络物理序列号、CPU序列号等,这些都具备全球唯一性特征。//
@苹果拥护者
:1、所有休闲游戏都会和unity说拜拜 2、欺诈安装你如何识别?如何合作? 3、重复安装不同端口安装你又如何识别?这些都是无法识别的东西
@钛媒体APP:Unity回应:Runtime模式仅针对新安装游戏收取费用,90%以上客户不受影响
飞哥非哥
2023-08-10
利用好已经拥有的市场先发优势,抓住今年AI大爆发机会,未来可期!
飞哥非哥
2023-08-03
是的,现金收入那么多,净资产每股65美金,居然不分红,不然股价立马翻1-2倍。
@为而不争001:
$大全新能源(DQ)$
垃圾公司,不分红铁公鸡
飞哥非哥
2023-07-14
$诺基亚(NOK)$
反应有点过激了,预计的业绩也没下多少,几个点而已,只能说借机做空者厉害!
飞哥非哥
2023-07-01
躲过了美联储的围追堵截,却不小心中了港股的招!
@小虎活动:【有奖活动】一句话形容我的2023上半年
飞哥非哥
2023-05-02
$第一共和银行(FRC)$
如果股票退市,最终应该是按处理完债务后的净资产收购吧?貌似第一共和银行含金量到目前为止还是不错,只是随存款流失,预期不佳而已,不然不至于倒闭,加息幅度大是其倒闭的主要原因,最终还是没有挺过最后关口,如果再坚持一两个月可能就挺过去了。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TRON\">$Corner Growth Acquisition Corp 2(TRON)$ </a> <a href=\"https://laohu8.com/S/SRM\">$SRM Entertainment, Inc.(SRM)$ </a> 前天就辟谣了,老川儿子不会在公司担任职务。","listText":"<a href=\"https://laohu8.com/S/TRON\">$Corner Growth Acquisition Corp 2(TRON)$ </a> <a href=\"https://laohu8.com/S/SRM\">$SRM Entertainment, Inc.(SRM)$ </a> 前天就辟谣了,老川儿子不会在公司担任职务。","text":"$Corner Growth Acquisition Corp 2(TRON)$ $SRM Entertainment, Inc.(SRM)$ 前天就辟谣了,老川儿子不会在公司担任职务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447500306932040","repostId":"2544845939","repostType":2,"repost":{"id":"2544845939","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1750124302,"share":"https://www.laohu8.com/m/news/2544845939?lang=&edition=full","pubTime":"2025-06-17 09:38","market":"sg","language":"zh","title":"孙宇晨要上市了,特朗普小儿子将加入!这只股票隔夜暴涨647%","url":"https://stock-news.laohu8.com/highlight/detail?id=2544845939","media":"华尔街见闻","summary":"币圈最具争议的人物——孙宇晨即将带领他的波场(Tron)借壳上市,壳公司SRM Entertainment股价一夜飙升647%。这笔交易由与特朗普家族关系密切的投资银行Dominari证券操作,Eric Trump预计将在新公司担任职务。四个月前美国SEC还在指控孙宇晨操纵市场,如今他已华丽转身。","content":"<html><head></head><body><p>高调参加完特朗普的币圈晚宴后,加密富豪孙宇晨创立的数字资产平台波场(Tron)要借壳上市了,壳公司隔夜暴涨647%。耐人寻味的是,这背后的操盘方是和特朗普的儿子们关系密切的投行。</p><p>据市场报道,孙宇晨的加密平台波场(Tron)已与纳斯达克上市公司<a href=\"https://laohu8.com/S/SRM\">SRM Entertainment</a>达成反向并购协议。新实体计划注入价值2.1亿美元的代币资产,并更名为“Tron Inc.”。该交易发生在美国证券交易委员会( SEC)暂停对孙宇晨涉嫌市场操纵诉讼的关键时期,且由特朗普家族密切关联的Dominari证券公司操盘。</p><p>本次借壳上市的操盘方Dominari证券公司的总部就位于特朗普大厦,且美国总统特朗普长子小唐纳德(Donald Trump Jr.)与次子埃里克(Eric Trump)已于今年2月加入其母公司<a href=\"https://laohu8.com/S/DOMH\">Dominari Holdings</a>顾问委员会,消息公布前该公司股价580%的异常涨幅曾引发监管关注。知情人士还透露,埃里克预计将在新成立的“Tron Inc”中担任重要职务。</p><p>而 <a href=\"https://laohu8.com/S/SRM\">SRM Entertainment, Inc.</a> 作为壳公司,在并购消息刺激下股价在隔夜一度飙升647%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ab11ee14f93e3cb85e8f950db41f533\" tg-width=\"560\" tg-height=\"240\"/></p><p>据悉,“Tron Inc”将采用MicroStrategy创始人Michael Saylor的战术,购买并持有Tron代币,将自己打造成一个加杠杆的数字资产投资工具。</p><h2 id=\"id_2505267570\">争议人物的华丽转身</h2><p>孙宇晨长期被视为加密币行业最具争议的人物之一,以博眼球的炒作手段闻名。2019年,他以460万美元拍下与沃伦·巴菲特共进午餐的慈善拍卖,但最后却放了股神的“鸽子”。去年,他又花费620万美元购买了一根贴在墙上的香蕉艺术品,随后当着全世界媒体的面将其吃掉。</p><p>前段时间,他还高调出席特朗普的晚宴。华尔街见闻文章提及,晚宴邀请了220位“特朗普币”的最大持有者,身为“榜一大哥”的孙宇晨成为全场焦点。孙宇晨不仅在晚宴上与特朗普亲密互动,还被隆重邀请上台,戴上特朗普送出的价值10万美元的特朗普品牌金表,抢尽风头。</p><p>而就在前两年,孙宇晨还是美国监管部门重点关注的对象。2023年,美国证券交易委员会指控孙宇晨及其三家公司(包括Tron)销售未注册证券并操纵市场。然而,当特朗普释放出对加密币行业采取宽松监管态度的信号后,<strong>SEC与孙宇晨在今年2月共同向法院提交了暂停诉讼的动议,以探索潜在的和解方案。</strong></p></body></html>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>孙宇晨要上市了,特朗普小儿子将加入!这只股票隔夜暴涨647%</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c1218f24aa412245e9defd57717c9d3","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3749237","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2544845939","content_text":"高调参加完特朗普的币圈晚宴后,加密富豪孙宇晨创立的数字资产平台波场(Tron)要借壳上市了,壳公司隔夜暴涨647%。耐人寻味的是,这背后的操盘方是和特朗普的儿子们关系密切的投行。据市场报道,孙宇晨的加密平台波场(Tron)已与纳斯达克上市公司SRM Entertainment达成反向并购协议。新实体计划注入价值2.1亿美元的代币资产,并更名为“Tron Inc.”。该交易发生在美国证券交易委员会( SEC)暂停对孙宇晨涉嫌市场操纵诉讼的关键时期,且由特朗普家族密切关联的Dominari证券公司操盘。本次借壳上市的操盘方Dominari证券公司的总部就位于特朗普大厦,且美国总统特朗普长子小唐纳德(Donald Trump Jr.)与次子埃里克(Eric Trump)已于今年2月加入其母公司Dominari Holdings顾问委员会,消息公布前该公司股价580%的异常涨幅曾引发监管关注。知情人士还透露,埃里克预计将在新成立的“Tron Inc”中担任重要职务。而 SRM Entertainment, Inc. 作为壳公司,在并购消息刺激下股价在隔夜一度飙升647%。据悉,“Tron Inc”将采用MicroStrategy创始人Michael 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大概率是25个基点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350784205004984","isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346326169018432,"gmtCreate":1725589449906,"gmtModify":1725589451898,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"稳定收益的股票","listText":"稳定收益的股票","text":"稳定收益的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346326169018432","repostId":"2464019648","repostType":2,"repost":{"id":"2464019648","kind":"news","pubTimestamp":1725205009,"share":"https://www.laohu8.com/m/news/2464019648?lang=&edition=full","pubTime":"2024-09-01 23:36","market":"sh","language":"zh","title":"【华创交运*业绩点评】厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2464019648","media":"华创交运与供应...","summary":"公司公告2024年半年报业绩:1H24归母净利润8.4亿,同比-47%。具体内容详见华创证券研究所2024年9月1日发布的报告《厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间》法律声明:华创证券研究所定位为面向专业投资者的研究团队,本资料仅适用于经认可的专业投资者,仅供在新媒体背景下研究观点的及时交流。","content":"<html><body><article><p>根据《证券期货投资者适当性管理办法》及配套指引,本资料仅面向华创证券客户中的<a href=\"https://laohu8.com/S/FISI\">金融机构</a>专业投资者,请勿对本资料进行任何形式的转发。若您不是华创证券客户中的金融机构专业投资者,请勿订阅、接收或使用本资料中的信息。本资料难以设置访问权限,若给您造成不便,敬请谅解。感谢您的理解与配合。<strong>公司公告2024年半年报业绩:1H24归母<span>净利润</span>8.4亿,同比-47%。</strong><strong>1)<span>营业收入</span></strong>:1H24实现1952亿元,同比-28%。其中24Q2实现983亿元,同比-34%;环比+1%。<strong>2)<span>毛利</span></strong>:1H24实现35.4亿元,同比+13%,毛利率1.8%,同比+0.7pct。其中24Q2实现19.0亿元,同比+61%,毛利率1.9%,同比+1.1pct。<strong>3)归母净利润</strong>:1H24实现8.4亿元,同比-47%,归母净<span>利率</span>0.4%,同比-0.2pct;其中24Q2实现4.3亿元,同比-49%,归母净利率0.4%,同比-0.1pct。根据公司公告,公司归母净利承压主要由于上年同期公司转让国贸期货和启润资本的部分股权以及主营类金融业务的子公司股权增加了归属于上市公司股东的净利润约2.81亿元;以及报告期国际外部环境复杂严峻、国内有效需求相对疲弱,公司供应链管理业务中部分品种因市场行情因素出现经营业绩下滑。<strong>分业务看,</strong>1H24供应链业务、健康科技业务、房地产与金融服务业务营业收入分别为1946、5.6、0.6亿元,其中供应链业务海外收入为342亿元。<strong>1)供应链业务:</strong>1H24占比99.7%。营业收入同比-27.8%。毛利率为1.7%,同比+0.6pct,主要由于1H24公司在铁矿石、煤炭、原油、木材等多个品种新增拓展长协资源,有效增厚毛利;新能源板块加强产业链布局,合作客户超过200家,其中产业客户占比超过90%;并合资成立湖北国贸新材料有限公司拓展光伏铝型材加工业务。<strong>分品类看,</strong>金属及金属矿产、能源化工、农林牧渔1H24营业收入分别为997、505、423亿元,同比-27.5%、-36.0%、-11.3%;经营货量同比-32.9%、-35.3%、-8.8%;期现结合毛利率分别为1.66%、2.18%、2.11%,同比分别+0.17pts、+0.99pts、+0.92pct。<strong>2)健康科技业务</strong><strong>:</strong>1H24公司健康科技业务实现营业收入5.6亿元,同比增长91.4%,毛利率39.8%,同比+33.89pct。公司医疗器械供应链板块已在上海、河南、湖北、北京、内蒙古设立SPD公司,基本形成全国核心区域SPD业务布局。旗下的微创外科手术整体解决方案提供商派尔特医疗上半年强化新产品研发,新增取得5个新产品的首次注册证书;积极开拓海外市场,已在80多个国家及地区建立了销售网络。1H24派尔特医疗实现营收3.1亿元,同比+33.7%,境外收入占比超45%,归母净利6684万元,同比+108.3%。<strong>3)金融与地产:</strong>1H24金融与地产业务营收0.6亿元,占全部营业收入 0.03%,同比下降97.5%,毛利率同比+22pct。主要由于公司地产结算收入大幅下降所致。自2021年公司转让<a href=\"https://laohu8.com/S/600755\">厦门国贸</a>房地产有限公司和厦门国贸发展有限公司股权之后,公司逐步退出了房地产行业。毛利率提升主要由于1H23金融服务业务中子公司启润资本毛利率较低。<strong>公司持续推动产业化、国际化、数字化战略。</strong><strong>1)延伸产业链布局,打造新增长曲线。</strong>延伸产业链布局,持续开发新兴业务品类及成熟业务板块中的高附加值品类,积极布局天然气、石英砂/石等新品种资源,打造新增长曲线。<strong>2)深化国际化发展,推动关键物流节点布局。</strong>公司已在东南亚、中亚、中东、南美等地设立20余家主要子公司,海外团队建设逐步完善。1H24公司新设立越南平台公司,主要拓展钢铁业务;新设立德国办事处,积极拓展新能源业务。截至1H24公司在意大利、赞比亚、坦桑尼亚等国家签约16个海外仓;海外物流项目稳步发展,西非海上转运项目完成过驳转运总量近500万吨,印尼ARK浮吊和驳船作业量总计超600万吨。<strong>3)迭代数字化应用,持续提升经营管理效能。</strong>1H24公司多个供应链业务品种数字化系统实现迭代升级,新增上线煤炭业务数字化系统,持续提升经营管理效能,不断强化中后台管理能力;截至1H24公司“国贸云链”累计订单超8万笔,成交金额超260亿元;“金贸通”平台客户累计用信约25亿元,与金融机构合作开发的“未来提货权”供应链金融产品实现首笔成功放款。<strong>我们持续看好公司作为大宗供应链龙头转型逻辑逐步兑现与公司战略聚焦带来的价值提升。</strong>我们此前提出了“纵向流量+横向变现”的投资研究框架:1)收入端,纵向流量稳定增长:格局红利、龙头份额集中+新品类扩张。2)利润率端,提质增效,横向变现能力持续增强:高利润率品类拓展+物流布局带来高周转降本增效+高利润率一体化项目运营丰富收益。<strong>投资建议:</strong><strong>1)盈利预测:</strong>基于大宗商品需求恢复弱于预期,我们预计2024-2026年盈利预测分别为18.6、20.4、22.8亿元,对应EPS分别为0.84、0.92、1.03元,对应PE分别为7、6、6倍。<strong>2)高股息品种。</strong>公司在23年提升<span>分红</span>比例至57.6%,作为低估值、高股息标的,我们认为一旦市场对经济预期转暖,公司将具备进可攻、退可守的强配置价值。维持“强推”评级。<strong>风险提示:大宗商品需求大幅下降,经济出现下滑。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20240901233758348v163r9e8j64mims\"/><p><strong>具体内容详见华创证券研究所2024年9月1日发布的报告</strong>《<strong>厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间》</strong></p><p><strong>法律声明:</strong>华创证券研究所定位为面向专业投资者的研究团队,本资料仅适用于经认可的专业投资者,仅供在新媒体背景下研究观点的及时交流。华创证券不因任何订阅本资料的行为而将订阅人视为公司的客户。普通投资者若使用本资料,有可能因缺乏解读服务而对报告中的关键假设、评级、目标价等内容产生理解上的歧义,进而造成投资损失。本资料来自华创证券研究所已经发布的研究报告,若对报告的摘编产生歧义,应以报告发布当日的完整内容为准。须注意的是,本资料仅代表报告发布当日的判断,相关的分析意见及推测可能会根据华创证券研究所后续发布的研究报告在不发出通知的情形下做出更改。华创证券的其他业务部门或附属机构可能独立做出与本资料的意见或建议不一致的投资决策。本资料所指的证券或金融工具的价格、价值及收入可涨可跌,以往的表现不应作为日后表现的显示及担保。本资料仅供订阅人参考之用,不是或不应被视为出售、购买或认购证券或其它金融工具的要约或要约邀请。订阅人不应单纯依靠本资料的信息而取代自身的独立判断,应自主作出投资决策并自行承担投资风险。华创证券不对使用本资料涉及的信息所产生的任何直接或间接损失或与此有关的其他损失承担任何责任。本资料所载的证券市场研究信息通常基于特定的假设条件,提供中长期的价值判断,或者依据“相对指数表现”给出投资建议,并不涉及对具体证券或金融工具在具体价位、具体时点、具体市场表现的判断,因此不能够等同于带有针对性的、指导具体投资的操作意见。普通个人投资者如需使用本资料,须寻求专业投资顾问的指导及相关的后续解读服务。若因不当使用相关信息而造成任何直接或间接损失,华创证券对此不承担任何形式的责任。未经华创证券事先书面授权,任何机构或个人不得以任何方式修改、发送或者复制本资料的内容。华创证券未曾对任何网络、平面媒体做出过允许转载的日常授权。除经华创证券认可的媒体约稿等情况外,其他一切转载行为均属违法。如因侵权行为给华创证券造成任何直接或间接的损失,华创证券保留追究相关法律责任的权利。订阅人若有任何疑问,或欲获得完整报告内容,敬请联系华创证券的机构销售部门,或者发送邮件至jiedu@hcyjs.com。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"title\">\n【华创交运*业绩点评】厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-01 23:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024090123380595d95581&s=b><strong>华创交运与供应...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据《证券期货投资者适当性管理办法》及配套指引,本资料仅面向华创证券客户中的金融机构专业投资者,请勿对本资料进行任何形式的转发。若您不是华创证券客户中的金融机构专业投资者,请勿订阅、接收或使用本资料中的信息。本资料难以设置访问权限,若给您造成不便,敬请谅解。感谢您的理解与配合。公司公告2024年半年报业绩:1H24归母净利润8.4亿,同比-47%。1)营业收入:1H24实现1952亿元,同比-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024090123380595d95581&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024090123380595d95581&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2464019648","content_text":"根据《证券期货投资者适当性管理办法》及配套指引,本资料仅面向华创证券客户中的金融机构专业投资者,请勿对本资料进行任何形式的转发。若您不是华创证券客户中的金融机构专业投资者,请勿订阅、接收或使用本资料中的信息。本资料难以设置访问权限,若给您造成不便,敬请谅解。感谢您的理解与配合。公司公告2024年半年报业绩:1H24归母净利润8.4亿,同比-47%。1)营业收入:1H24实现1952亿元,同比-28%。其中24Q2实现983亿元,同比-34%;环比+1%。2)毛利:1H24实现35.4亿元,同比+13%,毛利率1.8%,同比+0.7pct。其中24Q2实现19.0亿元,同比+61%,毛利率1.9%,同比+1.1pct。3)归母净利润:1H24实现8.4亿元,同比-47%,归母净利率0.4%,同比-0.2pct;其中24Q2实现4.3亿元,同比-49%,归母净利率0.4%,同比-0.1pct。根据公司公告,公司归母净利承压主要由于上年同期公司转让国贸期货和启润资本的部分股权以及主营类金融业务的子公司股权增加了归属于上市公司股东的净利润约2.81亿元;以及报告期国际外部环境复杂严峻、国内有效需求相对疲弱,公司供应链管理业务中部分品种因市场行情因素出现经营业绩下滑。分业务看,1H24供应链业务、健康科技业务、房地产与金融服务业务营业收入分别为1946、5.6、0.6亿元,其中供应链业务海外收入为342亿元。1)供应链业务:1H24占比99.7%。营业收入同比-27.8%。毛利率为1.7%,同比+0.6pct,主要由于1H24公司在铁矿石、煤炭、原油、木材等多个品种新增拓展长协资源,有效增厚毛利;新能源板块加强产业链布局,合作客户超过200家,其中产业客户占比超过90%;并合资成立湖北国贸新材料有限公司拓展光伏铝型材加工业务。分品类看,金属及金属矿产、能源化工、农林牧渔1H24营业收入分别为997、505、423亿元,同比-27.5%、-36.0%、-11.3%;经营货量同比-32.9%、-35.3%、-8.8%;期现结合毛利率分别为1.66%、2.18%、2.11%,同比分别+0.17pts、+0.99pts、+0.92pct。2)健康科技业务:1H24公司健康科技业务实现营业收入5.6亿元,同比增长91.4%,毛利率39.8%,同比+33.89pct。公司医疗器械供应链板块已在上海、河南、湖北、北京、内蒙古设立SPD公司,基本形成全国核心区域SPD业务布局。旗下的微创外科手术整体解决方案提供商派尔特医疗上半年强化新产品研发,新增取得5个新产品的首次注册证书;积极开拓海外市场,已在80多个国家及地区建立了销售网络。1H24派尔特医疗实现营收3.1亿元,同比+33.7%,境外收入占比超45%,归母净利6684万元,同比+108.3%。3)金融与地产:1H24金融与地产业务营收0.6亿元,占全部营业收入 0.03%,同比下降97.5%,毛利率同比+22pct。主要由于公司地产结算收入大幅下降所致。自2021年公司转让厦门国贸房地产有限公司和厦门国贸发展有限公司股权之后,公司逐步退出了房地产行业。毛利率提升主要由于1H23金融服务业务中子公司启润资本毛利率较低。公司持续推动产业化、国际化、数字化战略。1)延伸产业链布局,打造新增长曲线。延伸产业链布局,持续开发新兴业务品类及成熟业务板块中的高附加值品类,积极布局天然气、石英砂/石等新品种资源,打造新增长曲线。2)深化国际化发展,推动关键物流节点布局。公司已在东南亚、中亚、中东、南美等地设立20余家主要子公司,海外团队建设逐步完善。1H24公司新设立越南平台公司,主要拓展钢铁业务;新设立德国办事处,积极拓展新能源业务。截至1H24公司在意大利、赞比亚、坦桑尼亚等国家签约16个海外仓;海外物流项目稳步发展,西非海上转运项目完成过驳转运总量近500万吨,印尼ARK浮吊和驳船作业量总计超600万吨。3)迭代数字化应用,持续提升经营管理效能。1H24公司多个供应链业务品种数字化系统实现迭代升级,新增上线煤炭业务数字化系统,持续提升经营管理效能,不断强化中后台管理能力;截至1H24公司“国贸云链”累计订单超8万笔,成交金额超260亿元;“金贸通”平台客户累计用信约25亿元,与金融机构合作开发的“未来提货权”供应链金融产品实现首笔成功放款。我们持续看好公司作为大宗供应链龙头转型逻辑逐步兑现与公司战略聚焦带来的价值提升。我们此前提出了“纵向流量+横向变现”的投资研究框架:1)收入端,纵向流量稳定增长:格局红利、龙头份额集中+新品类扩张。2)利润率端,提质增效,横向变现能力持续增强:高利润率品类拓展+物流布局带来高周转降本增效+高利润率一体化项目运营丰富收益。投资建议:1)盈利预测:基于大宗商品需求恢复弱于预期,我们预计2024-2026年盈利预测分别为18.6、20.4、22.8亿元,对应EPS分别为0.84、0.92、1.03元,对应PE分别为7、6、6倍。2)高股息品种。公司在23年提升分红比例至57.6%,作为低估值、高股息标的,我们认为一旦市场对经济预期转暖,公司将具备进可攻、退可守的强配置价值。维持“强推”评级。风险提示:大宗商品需求大幅下降,经济出现下滑。具体内容详见华创证券研究所2024年9月1日发布的报告《厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间》法律声明:华创证券研究所定位为面向专业投资者的研究团队,本资料仅适用于经认可的专业投资者,仅供在新媒体背景下研究观点的及时交流。华创证券不因任何订阅本资料的行为而将订阅人视为公司的客户。普通投资者若使用本资料,有可能因缺乏解读服务而对报告中的关键假设、评级、目标价等内容产生理解上的歧义,进而造成投资损失。本资料来自华创证券研究所已经发布的研究报告,若对报告的摘编产生歧义,应以报告发布当日的完整内容为准。须注意的是,本资料仅代表报告发布当日的判断,相关的分析意见及推测可能会根据华创证券研究所后续发布的研究报告在不发出通知的情形下做出更改。华创证券的其他业务部门或附属机构可能独立做出与本资料的意见或建议不一致的投资决策。本资料所指的证券或金融工具的价格、价值及收入可涨可跌,以往的表现不应作为日后表现的显示及担保。本资料仅供订阅人参考之用,不是或不应被视为出售、购买或认购证券或其它金融工具的要约或要约邀请。订阅人不应单纯依靠本资料的信息而取代自身的独立判断,应自主作出投资决策并自行承担投资风险。华创证券不对使用本资料涉及的信息所产生的任何直接或间接损失或与此有关的其他损失承担任何责任。本资料所载的证券市场研究信息通常基于特定的假设条件,提供中长期的价值判断,或者依据“相对指数表现”给出投资建议,并不涉及对具体证券或金融工具在具体价位、具体时点、具体市场表现的判断,因此不能够等同于带有针对性的、指导具体投资的操作意见。普通个人投资者如需使用本资料,须寻求专业投资顾问的指导及相关的后续解读服务。若因不当使用相关信息而造成任何直接或间接损失,华创证券对此不承担任何形式的责任。未经华创证券事先书面授权,任何机构或个人不得以任何方式修改、发送或者复制本资料的内容。华创证券未曾对任何网络、平面媒体做出过允许转载的日常授权。除经华创证券认可的媒体约稿等情况外,其他一切转载行为均属违法。如因侵权行为给华创证券造成任何直接或间接的损失,华创证券保留追究相关法律责任的权利。订阅人若有任何疑问,或欲获得完整报告内容,敬请联系华创证券的机构销售部门,或者发送邮件至jiedu@hcyjs.com。","news_type":1,"symbols_score_info":{"600755":1}},"isVote":1,"tweetType":1,"viewCount":1620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337852408566032,"gmtCreate":1723504153275,"gmtModify":1723504154727,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"为人类健康努力<a 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先讲个故事: 那个人太不像话了,以前每次碰到他都会给5个刀给我,从昨天开始居然说他也要向家人交代,以后每次只能给我2.5刀了!要是有给的更多的人,真不想碰到他了,有吗?居然还是他给的最多![捂脸] <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a> 一个公司上市了就像一个人结婚了,从此有了对股东和家人的责任,年年花天酒地、入不敷出那是不行的,一个全球占最大份额的全平台游戏引擎股价从200多跌到20多,说明它原先够优秀够廉价,居然不准他为了盈利涨一点点价?何况涨价后还是最便宜的,骂他不跟用户充分沟通,那些大用户也没沟通翻脸不认人破口大骂就有理了?","listText":" 先讲个故事: 那个人太不像话了,以前每次碰到他都会给5个刀给我,从昨天开始居然说他也要向家人交代,以后每次只能给我2.5刀了!要是有给的更多的人,真不想碰到他了,有吗?居然还是他给的最多![捂脸] <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a> 一个公司上市了就像一个人结婚了,从此有了对股东和家人的责任,年年花天酒地、入不敷出那是不行的,一个全球占最大份额的全平台游戏引擎股价从200多跌到20多,说明它原先够优秀够廉价,居然不准他为了盈利涨一点点价?何况涨价后还是最便宜的,骂他不跟用户充分沟通,那些大用户也没沟通翻脸不认人破口大骂就有理了?","text":"先讲个故事: 那个人太不像话了,以前每次碰到他都会给5个刀给我,从昨天开始居然说他也要向家人交代,以后每次只能给我2.5刀了!要是有给的更多的人,真不想碰到他了,有吗?居然还是他给的最多![捂脸] $Unity Software Inc.(U)$ 一个公司上市了就像一个人结婚了,从此有了对股东和家人的责任,年年花天酒地、入不敷出那是不行的,一个全球占最大份额的全平台游戏引擎股价从200多跌到20多,说明它原先够优秀够廉价,居然不准他为了盈利涨一点点价?何况涨价后还是最便宜的,骂他不跟用户充分沟通,那些大用户也没沟通翻脸不认人破口大骂就有理了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224667246805064","repostId":"1133121639","repostType":2,"isVote":1,"tweetType":1,"viewCount":3169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220313271382152,"gmtCreate":1694808729486,"gmtModify":1694808730708,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3576468087813074\">@苹果拥护者</a>: <a href=\"https://laohu8.com/S/U\"> $Unity Software Inc.(U)$ </a> 通过硬件ID识别,即使你重新安装系统,服务器也能识别是否是重复安装,同理,欺诈性安装更能识别。如果同时记录几个硬件的ID,则即使你换了个别硬件也还能识别,比如硬盘序列号、网络物理序列号、CPU序列号等,这些都具备全球唯一性特征。//<a href=\"https://laohu8.com/U/3576468087813074\">@苹果拥护者</a>:1、所有休闲游戏都会和unity说拜拜 2、欺诈安装你如何识别?如何合作? 3、重复安装不同端口安装你又如何识别?这些都是无法识别的东西","listText":"Replying to <a href=\"https://laohu8.com/U/3576468087813074\">@苹果拥护者</a>: <a href=\"https://laohu8.com/S/U\"> $Unity Software Inc.(U)$ </a> 通过硬件ID识别,即使你重新安装系统,服务器也能识别是否是重复安装,同理,欺诈性安装更能识别。如果同时记录几个硬件的ID,则即使你换了个别硬件也还能识别,比如硬盘序列号、网络物理序列号、CPU序列号等,这些都具备全球唯一性特征。//<a href=\"https://laohu8.com/U/3576468087813074\">@苹果拥护者</a>:1、所有休闲游戏都会和unity说拜拜 2、欺诈安装你如何识别?如何合作? 3、重复安装不同端口安装你又如何识别?这些都是无法识别的东西","text":"Replying to @苹果拥护者: $Unity Software Inc.(U)$ 通过硬件ID识别,即使你重新安装系统,服务器也能识别是否是重复安装,同理,欺诈性安装更能识别。如果同时记录几个硬件的ID,则即使你换了个别硬件也还能识别,比如硬盘序列号、网络物理序列号、CPU序列号等,这些都具备全球唯一性特征。//@苹果拥护者:1、所有休闲游戏都会和unity说拜拜 2、欺诈安装你如何识别?如何合作? 3、重复安装不同端口安装你又如何识别?这些都是无法识别的东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/220313271382152","repostId":"219725793951752","repostType":1,"repost":{"id":219725793951752,"gmtCreate":1694680028328,"gmtModify":1694680813609,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/a30e6edce861fd1d3d0c1268a2d83b40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574917796328560","authorIdStr":"3574917796328560"},"themes":[],"title":"Unity回应:Runtime模式仅针对新安装游戏收取费用,90%以上客户不受影响","htmlText":"钛媒体App获悉,针对实时3D内容创作与运营平台Unity计划收取额外Runtime费用模式争议话题,9月14日下午,Unity公司在向钛媒体App展示的一份澄清回应称: 明年1月1日起的Runtime费用模式仅针对新安装游戏收取费用,需要同时满足安装量和收入两个门槛,而不是持续性支付永久性许可权使用费。 Unity强调,公司90%以上的客户都不会受到这一变化的影响,受影响部分是在游戏下载量、收入规模较大,且符合Unity Runtime费用模式门槛的客户。 据悉,美国时间9月12日,Unity公司宣布了一项调整,称满足相关条件下,从2024年1月1日起开始额外收取“Unity Runtime Fee费用”,该费用将根据游戏安装数量而定(不同订阅服务指标不同),主要原则是基于用户安装游戏的频率以及相关游戏的收入。 Unity Create总裁Marc Whitten表示,Unity此次推出Runtime的核心点,只是确保公司y与开发者之间拥有正确的价值交换,以便更好投资发展引擎技术,并且确保Unity能够为人们提供制作出色游戏软件工具。他强调,Unity正在倾听开发者声音,确保提供最好的服务。 事实上,在此之前,Unity主要依靠薄利多销的包月收费模式获得收入,但该公司的收入低于核心产品价值,而且远低于Adobe、英伟达、高通、Arm等同类型技术、同类商业模式企业。而Unity公司的发展核心,依然是收入来源和游戏规模的高速增长。 (详见钛媒体App前文:《Unity中国:团结引擎9月起内测,AI 技术将渗透游戏开发全过程》) 今年8月Unity(NYSE: U)发布的2023财年第二季度财报显示,营收5.33亿美元,同比增长80%,好于外界预期的5.15亿美元,但同期净亏损为1.93亿美元。相比之下,拥有图像和 AI 引擎技术的英伟达,二季度营收达135.1亿美元","listText":"钛媒体App获悉,针对实时3D内容创作与运营平台Unity计划收取额外Runtime费用模式争议话题,9月14日下午,Unity公司在向钛媒体App展示的一份澄清回应称: 明年1月1日起的Runtime费用模式仅针对新安装游戏收取费用,需要同时满足安装量和收入两个门槛,而不是持续性支付永久性许可权使用费。 Unity强调,公司90%以上的客户都不会受到这一变化的影响,受影响部分是在游戏下载量、收入规模较大,且符合Unity Runtime费用模式门槛的客户。 据悉,美国时间9月12日,Unity公司宣布了一项调整,称满足相关条件下,从2024年1月1日起开始额外收取“Unity Runtime Fee费用”,该费用将根据游戏安装数量而定(不同订阅服务指标不同),主要原则是基于用户安装游戏的频率以及相关游戏的收入。 Unity Create总裁Marc Whitten表示,Unity此次推出Runtime的核心点,只是确保公司y与开发者之间拥有正确的价值交换,以便更好投资发展引擎技术,并且确保Unity能够为人们提供制作出色游戏软件工具。他强调,Unity正在倾听开发者声音,确保提供最好的服务。 事实上,在此之前,Unity主要依靠薄利多销的包月收费模式获得收入,但该公司的收入低于核心产品价值,而且远低于Adobe、英伟达、高通、Arm等同类型技术、同类商业模式企业。而Unity公司的发展核心,依然是收入来源和游戏规模的高速增长。 (详见钛媒体App前文:《Unity中国:团结引擎9月起内测,AI 技术将渗透游戏开发全过程》) 今年8月Unity(NYSE: U)发布的2023财年第二季度财报显示,营收5.33亿美元,同比增长80%,好于外界预期的5.15亿美元,但同期净亏损为1.93亿美元。相比之下,拥有图像和 AI 引擎技术的英伟达,二季度营收达135.1亿美元","text":"钛媒体App获悉,针对实时3D内容创作与运营平台Unity计划收取额外Runtime费用模式争议话题,9月14日下午,Unity公司在向钛媒体App展示的一份澄清回应称: 明年1月1日起的Runtime费用模式仅针对新安装游戏收取费用,需要同时满足安装量和收入两个门槛,而不是持续性支付永久性许可权使用费。 Unity强调,公司90%以上的客户都不会受到这一变化的影响,受影响部分是在游戏下载量、收入规模较大,且符合Unity Runtime费用模式门槛的客户。 据悉,美国时间9月12日,Unity公司宣布了一项调整,称满足相关条件下,从2024年1月1日起开始额外收取“Unity Runtime Fee费用”,该费用将根据游戏安装数量而定(不同订阅服务指标不同),主要原则是基于用户安装游戏的频率以及相关游戏的收入。 Unity Create总裁Marc Whitten表示,Unity此次推出Runtime的核心点,只是确保公司y与开发者之间拥有正确的价值交换,以便更好投资发展引擎技术,并且确保Unity能够为人们提供制作出色游戏软件工具。他强调,Unity正在倾听开发者声音,确保提供最好的服务。 事实上,在此之前,Unity主要依靠薄利多销的包月收费模式获得收入,但该公司的收入低于核心产品价值,而且远低于Adobe、英伟达、高通、Arm等同类型技术、同类商业模式企业。而Unity公司的发展核心,依然是收入来源和游戏规模的高速增长。 (详见钛媒体App前文:《Unity中国:团结引擎9月起内测,AI 技术将渗透游戏开发全过程》) 今年8月Unity(NYSE: U)发布的2023财年第二季度财报显示,营收5.33亿美元,同比增长80%,好于外界预期的5.15亿美元,但同期净亏损为1.93亿美元。相比之下,拥有图像和 AI 引擎技术的英伟达,二季度营收达135.1亿美元","images":[{"img":"https://static.tigerbbs.com/f5ac684d420447d58ab8ee8c76e69a1b"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219725793951752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576468087813074","authorId":"3576468087813074","name":"苹果拥护者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576468087813074","authorIdStr":"3576468087813074"},"content":"居然是回复我的[开心]。这样给你说吧,我是个用unity的开发者。欺诈性安装是无法识别的,连苹果都无法做到的事,你认为unity可以做到?你说的这些序号都是可以完全伪造的。","text":"居然是回复我的[开心]。这样给你说吧,我是个用unity的开发者。欺诈性安装是无法识别的,连苹果都无法做到的事,你认为unity可以做到?你说的这些序号都是可以完全伪造的。","html":"居然是回复我的[开心]。这样给你说吧,我是个用unity的开发者。欺诈性安装是无法识别的,连苹果都无法做到的事,你认为unity可以做到?你说的这些序号都是可以完全伪造的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207247184244744,"gmtCreate":1691626398584,"gmtModify":1691626400123,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"利用好已经拥有的市场先发优势,抓住今年AI大爆发机会,未来可期!","listText":"利用好已经拥有的市场先发优势,抓住今年AI大爆发机会,未来可期!","text":"利用好已经拥有的市场先发优势,抓住今年AI大爆发机会,未来可期!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207247184244744","isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204759490068728,"gmtCreate":1691021446548,"gmtModify":1691021448228,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"是的,现金收入那么多,净资产每股65美金,居然不分红,不然股价立马翻1-2倍。","listText":"是的,现金收入那么多,净资产每股65美金,居然不分红,不然股价立马翻1-2倍。","text":"是的,现金收入那么多,净资产每股65美金,居然不分红,不然股价立马翻1-2倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204759490068728","repostId":"652521578","repostType":1,"repost":{"id":652521578,"gmtCreate":1684766941294,"gmtModify":1684767824130,"author":{"id":"171831165131674","authorId":"171831165131674","name":"为而不争001","avatar":"https://static.tigerbbs.com/eaabc3dc32cfa8a4b00d43c9fd309645","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"171831165131674","authorIdStr":"171831165131674"},"themes":[],"htmlText":"<a 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人生就是百十年,纯真的、无忧无虑的快乐童年是人生最重要的,大部分的人长大后直到老年再也不会有那样的快乐了$跟谁学(GSX)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":16,"repostSize":2,"link":"https://laohu8.com/post/378921105","isVote":1,"tweetType":1,"viewCount":9054,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548035630775276","authorId":"3548035630775276","name":"Steven S","avatar":"https://static.tigerbbs.com/1ebba660e3b3f9e8b96c282c18a6178e","crmLevel":9,"crmLevelSwitch":1,"idStr":"3548035630775276","authorIdStr":"3548035630775276"},"content":"说了些屁话 童年快不快乐跟补课学习有啥直接联系吗 每天去活泥巴捉泥鳅就是快乐吗 当你看到孩子长大后啥都不会为生计发愁的时候 童年的那些回忆能当饭吃吗 三观正积极乐观的心态才是快乐的根本 你说的那些只是当前压力的借口 对生活压力的逃避罢了","text":"说了些屁话 童年快不快乐跟补课学习有啥直接联系吗 每天去活泥巴捉泥鳅就是快乐吗 当你看到孩子长大后啥都不会为生计发愁的时候 童年的那些回忆能当饭吃吗 三观正积极乐观的心态才是快乐的根本 你说的那些只是当前压力的借口 对生活压力的逃避罢了","html":"说了些屁话 童年快不快乐跟补课学习有啥直接联系吗 每天去活泥巴捉泥鳅就是快乐吗 当你看到孩子长大后啥都不会为生计发愁的时候 童年的那些回忆能当饭吃吗 三观正积极乐观的心态才是快乐的根本 你说的那些只是当前压力的借口 对生活压力的逃避罢了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313000703,"gmtCreate":1611630500202,"gmtModify":1703751751797,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 跟踪赤子城2-3个月了,特破前一天还加了一点货,还是掌握的不错。一直认为赤子城是最合适对标YALA的股票,业务几乎一样,都是游戏加社交,主战场也重叠不少地区,控股的都是国人……,看数据赤子城更胜一筹,而且赤子城前期和最近得好多大奖,总之非常值得期待。 再看股价,一个3元港币,也就0.4美元左右,而yala现价是24-26美金了,要说没有一个巨大的机会,很难让人接受吧? 机构、庄家会放过这样的机会吗? 当然上涨一定是曲折的,各自设定目标吧,yala我是16元左右就跑了,老虎证券也是10元不到就跑了大部分,赤子城看看情况,希望跑迟一点[微笑] ","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 跟踪赤子城2-3个月了,特破前一天还加了一点货,还是掌握的不错。一直认为赤子城是最合适对标YALA的股票,业务几乎一样,都是游戏加社交,主战场也重叠不少地区,控股的都是国人……,看数据赤子城更胜一筹,而且赤子城前期和最近得好多大奖,总之非常值得期待。 再看股价,一个3元港币,也就0.4美元左右,而yala现价是24-26美金了,要说没有一个巨大的机会,很难让人接受吧? 机构、庄家会放过这样的机会吗? 当然上涨一定是曲折的,各自设定目标吧,yala我是16元左右就跑了,老虎证券也是10元不到就跑了大部分,赤子城看看情况,希望跑迟一点[微笑] ","text":"$赤子城科技(09911)$$Yalla Group(YALA)$$老虎证券(TIGR)$ 跟踪赤子城2-3个月了,特破前一天还加了一点货,还是掌握的不错。一直认为赤子城是最合适对标YALA的股票,业务几乎一样,都是游戏加社交,主战场也重叠不少地区,控股的都是国人……,看数据赤子城更胜一筹,而且赤子城前期和最近得好多大奖,总之非常值得期待。 再看股价,一个3元港币,也就0.4美元左右,而yala现价是24-26美金了,要说没有一个巨大的机会,很难让人接受吧? 机构、庄家会放过这样的机会吗? 当然上涨一定是曲折的,各自设定目标吧,yala我是16元左右就跑了,老虎证券也是10元不到就跑了大部分,赤子城看看情况,希望跑迟一点[微笑]","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":9,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/313000703","isVote":1,"tweetType":1,"viewCount":12201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542699457221316","authorId":"3542699457221316","name":"小狼666","avatar":"https://static.tigerbbs.com/82441e1e6d502bf29134c88427988379","crmLevel":1,"crmLevelSwitch":0,"idStr":"3542699457221316","authorIdStr":"3542699457221316"},"content":"这个光比较单价还是不太合适的,还是要看看市盈率和成长性的","text":"这个光比较单价还是不太合适的,还是要看看市盈率和成长性的","html":"这个光比较单价还是不太合适的,还是要看看市盈率和成长性的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367316918,"gmtCreate":1614909830734,"gmtModify":1703482840522,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>看在赤子城收入增长到去年300%的面子上(19年3.9亿,20年11亿,股价刚好倒过来,11元多跌到3.9元!),尝试少量适当抄底,希望继续下跌空间不大,反正拿得住就行。","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>看在赤子城收入增长到去年300%的面子上(19年3.9亿,20年11亿,股价刚好倒过来,11元多跌到3.9元!),尝试少量适当抄底,希望继续下跌空间不大,反正拿得住就行。","text":"$赤子城科技(09911)$$Yalla Group(YALA)$看在赤子城收入增长到去年300%的面子上(19年3.9亿,20年11亿,股价刚好倒过来,11元多跌到3.9元!),尝试少量适当抄底,希望继续下跌空间不大,反正拿得住就行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":4,"link":"https://laohu8.com/post/367316918","isVote":1,"tweetType":1,"viewCount":5454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3508369543754029","authorId":"3508369543754029","name":"卧龙老仙","avatar":"https://static.tigerbbs.com/b4bf784c845d4f8189a022d9d008486e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3508369543754029","authorIdStr":"3508369543754029"},"content":"公告明明写着“截至2020年12月31日止,赤子城科技(9911.HK)2020年拥有人应佔利润约人民币33至47百万元,较2019年同期减少约30%至50%”,这个是什么意思啊?","text":"公告明明写着“截至2020年12月31日止,赤子城科技(9911.HK)2020年拥有人应佔利润约人民币33至47百万元,较2019年同期减少约30%至50%”,这个是什么意思啊?","html":"公告明明写着“截至2020年12月31日止,赤子城科技(9911.HK)2020年拥有人应佔利润约人民币33至47百万元,较2019年同期减少约30%至50%”,这个是什么意思啊?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970858307,"gmtCreate":1597745227509,"gmtModify":1704216547124,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a 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忠告是发现老虎有个致命问题,致命!如不尽快解决我都不敢长期持有老虎股票,甚至不敢呆着老虎,要转到其它证券公司。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/970858307","isVote":1,"tweetType":1,"viewCount":6480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"content":"只方便口头说说,最重要的事情往往是最简单的事情,不夸张也不危言耸听。","text":"只方便口头说说,最重要的事情往往是最简单的事情,不夸张也不危言耸听。","html":"只方便口头说说,最重要的事情往往是最简单的事情,不夸张也不危言耸听。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382694845264256,"gmtCreate":1734466714301,"gmtModify":1734466716222,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YHC\">$LQR House Inc.(YHC)$ </a> 是不是要被收购了?好像看到有一个12.20的投票截止日的邮件。","listText":"<a href=\"https://laohu8.com/S/YHC\">$LQR House Inc.(YHC)$ </a> 是不是要被收购了?好像看到有一个12.20的投票截止日的邮件。","text":"$LQR House Inc.(YHC)$ 是不是要被收购了?好像看到有一个12.20的投票截止日的邮件。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/382694845264256","isVote":1,"tweetType":1,"viewCount":2321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":908025041,"gmtCreate":1558004501183,"gmtModify":1704803688135,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"$蝙蝠集团(GLG)$ $九洲大药房(CJJD)$$老虎证券(TIGR)$ $小赢科技(XYF)$ 第二轮进入这些经过大跌调整,业绩有保障的股票,尤其是蝙蝠和大药房还有新投资机构按现在股价大约三倍的价钱在大跌前购买大量股票,另外鉴于通讯4G、5G机房设备HW被美国切断关键配件供应链,预计$诺基亚(NOK)$ 少了一个最大的竞争对手,下半年开始业绩会大幅好转,提前介入。","listText":"$蝙蝠集团(GLG)$ $九洲大药房(CJJD)$$老虎证券(TIGR)$ $小赢科技(XYF)$ 第二轮进入这些经过大跌调整,业绩有保障的股票,尤其是蝙蝠和大药房还有新投资机构按现在股价大约三倍的价钱在大跌前购买大量股票,另外鉴于通讯4G、5G机房设备HW被美国切断关键配件供应链,预计$诺基亚(NOK)$ 少了一个最大的竞争对手,下半年开始业绩会大幅好转,提前介入。","text":"$蝙蝠集团(GLG)$ $九洲大药房(CJJD)$$老虎证券(TIGR)$ $小赢科技(XYF)$ 第二轮进入这些经过大跌调整,业绩有保障的股票,尤其是蝙蝠和大药房还有新投资机构按现在股价大约三倍的价钱在大跌前购买大量股票,另外鉴于通讯4G、5G机房设备HW被美国切断关键配件供应链,预计$诺基亚(NOK)$ 少了一个最大的竞争对手,下半年开始业绩会大幅好转,提前介入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/908025041","isVote":1,"tweetType":1,"viewCount":12033,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516318046156396","authorId":"3516318046156396","name":"老猫来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3516318046156396","authorIdStr":"3516318046156396"},"content":"不熟悉不买","text":"不熟悉不买","html":"不熟悉不买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316110911,"gmtCreate":1611921242233,"gmtModify":1703756266900,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>空头的悲哀在于他要出局之前还必须要变成“多头”买回自己做空的股票,不管有多贵都要认,今天到期的大幅盈利的call单那么多,那些卖出call单的做空者该有多惨啊!","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>空头的悲哀在于他要出局之前还必须要变成“多头”买回自己做空的股票,不管有多贵都要认,今天到期的大幅盈利的call单那么多,那些卖出call单的做空者该有多惨啊!","text":"$游戏驿站(GME)$$老虎证券(TIGR)$$AMC院线(AMC)$空头的悲哀在于他要出局之前还必须要变成“多头”买回自己做空的股票,不管有多贵都要认,今天到期的大幅盈利的call单那么多,那些卖出call单的做空者该有多惨啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/316110911","isVote":1,"tweetType":1,"viewCount":4298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449609,"gmtCreate":1553872324945,"gmtModify":1704795702465,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"$宜人贷(YRD)$ $拍拍贷(PPDF)$ $和信贷(HX)$ $蝙蝠集团(GLG)$ 看到不少反应公司服务质量问题的,把这里当315平台呀,醉翁之意不在酒吧?问过老虎吗?yrd财经网有论坛; baidu也有贴吧,去那里影响大一些。股友何必为难股友呢,攒点钱不容易呀[微笑] 我的结论是公司问题肯定不少,但上涨的潜力更大!","listText":"$宜人贷(YRD)$ $拍拍贷(PPDF)$ $和信贷(HX)$ $蝙蝠集团(GLG)$ 看到不少反应公司服务质量问题的,把这里当315平台呀,醉翁之意不在酒吧?问过老虎吗?yrd财经网有论坛; baidu也有贴吧,去那里影响大一些。股友何必为难股友呢,攒点钱不容易呀[微笑] 我的结论是公司问题肯定不少,但上涨的潜力更大!","text":"$宜人贷(YRD)$ $拍拍贷(PPDF)$ $和信贷(HX)$ $蝙蝠集团(GLG)$ 看到不少反应公司服务质量问题的,把这里当315平台呀,醉翁之意不在酒吧?问过老虎吗?yrd财经网有论坛; baidu也有贴吧,去那里影响大一些。股友何必为难股友呢,攒点钱不容易呀[微笑] 我的结论是公司问题肯定不少,但上涨的潜力更大!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/449609","isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498604367776814","authorId":"3498604367776814","name":"小股神一枚","avatar":"https://static.tigerbbs.com/47ac1c7e059dc7af52698eb5e02bbddb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3498604367776814","authorIdStr":"3498604367776814"},"content":"我也发现了、股票涨一点就有人上来喷!我们这是炒股的地方……别一天天瞎折腾","text":"我也发现了、股票涨一点就有人上来喷!我们这是炒股的地方……别一天天瞎折腾","html":"我也发现了、股票涨一点就有人上来喷!我们这是炒股的地方……别一天天瞎折腾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856384324,"gmtCreate":1635151412955,"gmtModify":1635152108760,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>等APP上线后,这个股票市值绝对超过50亿美金,川普真相社交平台的技术都是 $Phunware, Inc.(PHUN)$ 来运作,业务稳当,前景不可限量,或者被真相社交平台溢价收购也是可能的。","listText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>等APP上线后,这个股票市值绝对超过50亿美金,川普真相社交平台的技术都是 $Phunware, Inc.(PHUN)$ 来运作,业务稳当,前景不可限量,或者被真相社交平台溢价收购也是可能的。","text":"$Phunware, Inc.(PHUN)$等APP上线后,这个股票市值绝对超过50亿美金,川普真相社交平台的技术都是 $Phunware, Inc.(PHUN)$ 来运作,业务稳当,前景不可限量,或者被真相社交平台溢价收购也是可能的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/856384324","isVote":1,"tweetType":1,"viewCount":4814,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11965178738539","authorId":"11965178738539","name":"跌跌跌888","avatar":"https://static.tigerbbs.com/b29056b74f08abbc89687e10a0bf2f02","crmLevel":1,"crmLevelSwitch":0,"idStr":"11965178738539","authorIdStr":"11965178738539"},"content":"谁说的是这家公司做的技术?","text":"谁说的是这家公司做的技术?","html":"谁说的是这家公司做的技术?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314730784,"gmtCreate":1612371764148,"gmtModify":1703761107976,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics, Inc.(ONTX)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>癌症新药出来,不要求涨回原价5000元,小盘股涨回400美元就行。","listText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics, Inc.(ONTX)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>癌症新药出来,不要求涨回原价5000元,小盘股涨回400美元就行。","text":"$Onconova Therapeutics, Inc.(ONTX)$$老虎证券(TIGR)$$Yalla Group(YALA)$癌症新药出来,不要求涨回原价5000元,小盘股涨回400美元就行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/314730784","isVote":1,"tweetType":1,"viewCount":7712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565008982518934","authorId":"3565008982518934","name":"蔡小虎","avatar":"https://static.tigerbbs.com/17cd8f7d28cf053c7d51a9cdc2aeb9a6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3565008982518934","authorIdStr":"3565008982518934"},"content":"为什么说涨回原价5000元,上市不是15元吗?","text":"为什么说涨回原价5000元,上市不是15元吗?","html":"为什么说涨回原价5000元,上市不是15元吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618853467,"gmtCreate":1650974119092,"gmtModify":1650974119092,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGMH\">$安高盟(AGMH)$</a>转亏为赢,而且0.17的收益算很不错了,期待进一步表现。","listText":"<a href=\"https://laohu8.com/S/AGMH\">$安高盟(AGMH)$</a>转亏为赢,而且0.17的收益算很不错了,期待进一步表现。","text":"$安高盟(AGMH)$转亏为赢,而且0.17的收益算很不错了,期待进一步表现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618853467","isVote":1,"tweetType":1,"viewCount":2839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466514,"gmtCreate":1555028091424,"gmtModify":1704797865708,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"$蝙蝠集团(GLG)$ $宜人贷(YRD)$ $拍拍贷(PPDF)$ 蝙蝠这个股票居然可以从涨97%到跌13%,换手率差不多1000%,看来天朝散客不少,从走势来开,3.2左右一刀切下来的行为应该是某个狠庄的行为,看好的朋友可以做T,以后绝对还有机会! 昨天本来打算部分做T,但看到涨的太厉害,从2.8-3.9范围分步全出了,不过后来补仓早了一点,2.6多就开始分布补仓了,现在成本2元,跟原来成本差不多,依然看好蝙蝠价值,记住所谓价值,是可以从很多方面评估的。 宜人贷和啪啪也减仓一部分。","listText":"$蝙蝠集团(GLG)$ $宜人贷(YRD)$ $拍拍贷(PPDF)$ 蝙蝠这个股票居然可以从涨97%到跌13%,换手率差不多1000%,看来天朝散客不少,从走势来开,3.2左右一刀切下来的行为应该是某个狠庄的行为,看好的朋友可以做T,以后绝对还有机会! 昨天本来打算部分做T,但看到涨的太厉害,从2.8-3.9范围分步全出了,不过后来补仓早了一点,2.6多就开始分布补仓了,现在成本2元,跟原来成本差不多,依然看好蝙蝠价值,记住所谓价值,是可以从很多方面评估的。 宜人贷和啪啪也减仓一部分。","text":"$蝙蝠集团(GLG)$ $宜人贷(YRD)$ $拍拍贷(PPDF)$ 蝙蝠这个股票居然可以从涨97%到跌13%,换手率差不多1000%,看来天朝散客不少,从走势来开,3.2左右一刀切下来的行为应该是某个狠庄的行为,看好的朋友可以做T,以后绝对还有机会! 昨天本来打算部分做T,但看到涨的太厉害,从2.8-3.9范围分步全出了,不过后来补仓早了一点,2.6多就开始分布补仓了,现在成本2元,跟原来成本差不多,依然看好蝙蝠价值,记住所谓价值,是可以从很多方面评估的。 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