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T0000023151
万丈红尘三杯酒,千秋大业一壶茶。
IP属地:宁夏
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T0000023151
03-13
这篇文章不错,转发给大家看看
@挖煤佬:我开仓了
$CSE.HK 20250328 32.00 PUT$
,虚直全部平完,降低仓位干食指的,这波会不会是红利类的估值修复呢,充满期待
T0000023151
03-13
这篇文章不错,转发给大家看看
@挖煤佬:我平仓了35手
$YZC.HK 20250328 8.25 PUT$
,没多少残值了,那我就全屏了,降低仓位换平直的put,进攻吧煤炭,who怕who
T0000023151
03-13
这篇文章不错,转发给大家看看
@挖煤佬:我开仓了
$CSE.HK 20250328 32.00 PUT$
,虚直全部平完,降低仓位干食指的,这波会不会是红利类的估值修复呢,充满期待
T0000023151
03-13
这篇文章不错,转发给大家看看
@挖煤佬:我开仓了
$CSE.HK 20250328 32.00 PUT$
,虚直全部平完,降低仓位干食指的,这波会不会是红利类的估值修复呢,充满期待
T0000023151
03-13
这篇文章不错,转发给大家看看
@DiemondHands:I closed 3000.0 share(s)
$2X BITCOIN STRATEGY ETF(BITX)$
,Some market weakness right before PPI. Taking some chips off the table in case we drop. If we go up, I still have NVDIA TSLA GOOG AMZN to hold.
$2X BITCOIN STRATEGY ETF(BITX)$
T0000023151
2024-12-24
$iFresh Inc.(IFMK)$
T0000023151
2024-12-20
$蔚来(NIO.SI)$
T0000023151
2024-12-18
老虎社区 - 优质内容创作
查看详情:
老虎社区 - 优质内容创作
查看本周热门主题,发帖即有机会赢取奖励 此帖仅开放于中国大陆用户
老虎社区 - 优质内容创作
T0000023151
2024-08-05
$iFresh Inc.(IFMK)$
T0000023151
2024-07-05
好好哈哈哈哈哈哈哈哈哈
T0000023151
2024-05-27
$蔚来(NIO.SI)$
T0000023151
2024-05-04
山不在高,有仙则名,水不在深,有龙则灵
T0000023151
2024-01-21
$蔚来(NIO.SI)$
T0000023151
2024-01-21
$蔚来(NIO.SI)$
T0000023151
2023-10-25
太白山
T0000023151
2023-04-12
[微笑] [微笑] [微笑]
@时代财经:张兰汪小菲引爆糖酒会现场:展区坐满经销商,麻六记要全国开店
T0000023151
2023-03-09
$绿星球集团(PLAG)$
T0000023151
2023-03-04
$iFresh Inc(IFMK)$
T0000023151
2023-03-03
$iFresh Inc(IFMK)$
T0000023151
2023-03-02
$iFresh Inc(IFMK)$
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closed 3000.0 share(s) <a href=\"https://laohu8.com/S/BITX\">$2X BITCOIN STRATEGY ETF(BITX)$ </a> ,Some market weakness right before PPI. Taking some chips off the table in case we drop. If we go up, I still have NVDIA TSLA GOOG AMZN to hold. <a href=\"https://ttm.financial/S/BITX\">$2X BITCOIN STRATEGY ETF(BITX)$ </a> ","listText":"I closed 3000.0 share(s) <a href=\"https://laohu8.com/S/BITX\">$2X BITCOIN STRATEGY ETF(BITX)$ </a> ,Some market weakness right before PPI. Taking some chips off the table in case we drop. If we go up, I still have NVDIA TSLA GOOG AMZN to hold. <a href=\"https://ttm.financial/S/BITX\">$2X BITCOIN STRATEGY ETF(BITX)$ </a> ","text":"I closed 3000.0 share(s) $2X BITCOIN STRATEGY ETF(BITX)$ ,Some market weakness right before PPI. Taking some chips off the table in case we drop. If we go up, I still have NVDIA TSLA GOOG AMZN to hold. $2X BITCOIN STRATEGY ETF(BITX)$","images":[{"img":"https://community-static.tradeup.com/news/3545c66a57ef2f024681fe59e4e84f78","width":"364","height":"572"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412949506560584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385004449157672,"gmtCreate":1735035174512,"gmtModify":1735038752438,"author":{"id":"3535170582528703","authorId":"3535170582528703","name":"T0000023151","avatar":"https://static.tigerbbs.com/e3a567f3d2aeb744ddc75b3498526ba8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170582528703","authorIdStr":"3535170582528703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IFMK\">$iFresh Inc.(IFMK)$ </a> 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href=\"https://laohu8.com/S/08349\">$硅鑫集团(08349)$</a>hh","text":"$硅鑫集团(08349)$hh","images":[{"img":"https://static.tigerbbs.com/9c28db1a98d20f83c6c35a2bd109127e","width":"1080","height":"2029"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/619576576","isVote":1,"tweetType":1,"viewCount":18544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567053695982467","authorId":"3567053695982467","name":"_u__x_o___o_","avatar":"https://static.tigerbbs.com/445146c3ab41e9d350f121e395b74ca8","crmLevel":0,"crmLevelSwitch":0,"idStr":"3567053695982467","authorIdStr":"3567053695982467"},"content":"你们连股票最基本的停牌不停牌都看不懂,还问什么时候交易?股票交易的前提是啥知道吗?怪自己无知。不要在停牌上纠结。东西是活的。別死球一记","text":"你们连股票最基本的停牌不停牌都看不懂,还问什么时候交易?股票交易的前提是啥知道吗?怪自己无知。不要在停牌上纠结。东西是活的。別死球一记","html":"你们连股票最基本的停牌不停牌都看不懂,还问什么时候交易?股票交易的前提是啥知道吗?怪自己无知。不要在停牌上纠结。东西是活的。別死球一记"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":398009488,"gmtCreate":1606784130844,"gmtModify":1703844390634,"author":{"id":"3535170582528703","authorId":"3535170582528703","name":"T0000023151","avatar":"https://static.tigerbbs.com/e3a567f3d2aeb744ddc75b3498526ba8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170582528703","authorIdStr":"3535170582528703"},"themes":[],"htmlText":"逆向投资一直是我的追求,作为投资人我非常的钦佩冯柳,冯柳一直是我学习的对象。对于冯柳我介绍的最多的是冯柳的弱者体系。知道自己平凡普通,赚一个和自己能力匹配的安稳钱。但是每个人都有成为绝世高手的梦想,期待自己也可以炼成独孤九剑,成为高手。冯柳的投资体系除了针对普通人的弱者体系外,还有自己使用的逆向投资方法。逆向投资可以作为我们在投资路上的进阶课。那么怎样做是逆向投资,怎样做是犯傻,我们还是要所有认知。根据我自己这些年对于逆向投资的认知,我认为我们应该从估值、业绩、逻辑方面去寻找逆向和非逆向的区别。根据是否逆向,我将投资分为三个类别。A、正向投资:估值合理或低估;业绩好;逻辑正确;正向投资的投资对象一般是大白马,人们心目中的大众情人。长期持有这类股,多数时候都会赚钱,特别是如果分散持有的话,赚钱基本是十拿九稳的。这就是冯柳弱者体系中提到的选股方法。按照这个选股思路,往往可以赚到可观但是不会有特别超额的收益。但是也有例外,就是遇到低估大白马。例如,2018年底的五粮液和茅台。但是2018年底买茅五的机会也存在一定的悖论,因为多数价值投资者是长期持有的。对于已经持有茅台的人,往往是遭遇了长达一年的、约40-50%的估值杀。在2018年底卖掉手上的其他亏损股去轮换到五粮液和茅台,往往需要极大的勇气和深刻的认知。这个并不适合普通人。投资小达人点评:正向投资可以赚钱可观但不超额的收益。B、逆向投资:估值合理或低估;业绩差;逻辑正确这里我举三个例子。例1,平安银行:平安银行是我的第一重仓股,我持有平银和招行,但是在平银上赚的比招行多。这里的核心原因是什么呢?首先我是在低估区买的,当时业绩一般,但是逻辑正确。这里我讲一下为什么平银逻辑正确。平银要学招行做零售,但是并不是谁都可以做零售的。负债端是否有发展零售的队伍,而且是低成本的队伍。这方面平银可以借助平安集团的寿险代理人、证券客户经理,这是","listText":"逆向投资一直是我的追求,作为投资人我非常的钦佩冯柳,冯柳一直是我学习的对象。对于冯柳我介绍的最多的是冯柳的弱者体系。知道自己平凡普通,赚一个和自己能力匹配的安稳钱。但是每个人都有成为绝世高手的梦想,期待自己也可以炼成独孤九剑,成为高手。冯柳的投资体系除了针对普通人的弱者体系外,还有自己使用的逆向投资方法。逆向投资可以作为我们在投资路上的进阶课。那么怎样做是逆向投资,怎样做是犯傻,我们还是要所有认知。根据我自己这些年对于逆向投资的认知,我认为我们应该从估值、业绩、逻辑方面去寻找逆向和非逆向的区别。根据是否逆向,我将投资分为三个类别。A、正向投资:估值合理或低估;业绩好;逻辑正确;正向投资的投资对象一般是大白马,人们心目中的大众情人。长期持有这类股,多数时候都会赚钱,特别是如果分散持有的话,赚钱基本是十拿九稳的。这就是冯柳弱者体系中提到的选股方法。按照这个选股思路,往往可以赚到可观但是不会有特别超额的收益。但是也有例外,就是遇到低估大白马。例如,2018年底的五粮液和茅台。但是2018年底买茅五的机会也存在一定的悖论,因为多数价值投资者是长期持有的。对于已经持有茅台的人,往往是遭遇了长达一年的、约40-50%的估值杀。在2018年底卖掉手上的其他亏损股去轮换到五粮液和茅台,往往需要极大的勇气和深刻的认知。这个并不适合普通人。投资小达人点评:正向投资可以赚钱可观但不超额的收益。B、逆向投资:估值合理或低估;业绩差;逻辑正确这里我举三个例子。例1,平安银行:平安银行是我的第一重仓股,我持有平银和招行,但是在平银上赚的比招行多。这里的核心原因是什么呢?首先我是在低估区买的,当时业绩一般,但是逻辑正确。这里我讲一下为什么平银逻辑正确。平银要学招行做零售,但是并不是谁都可以做零售的。负债端是否有发展零售的队伍,而且是低成本的队伍。这方面平银可以借助平安集团的寿险代理人、证券客户经理,这是","text":"逆向投资一直是我的追求,作为投资人我非常的钦佩冯柳,冯柳一直是我学习的对象。对于冯柳我介绍的最多的是冯柳的弱者体系。知道自己平凡普通,赚一个和自己能力匹配的安稳钱。但是每个人都有成为绝世高手的梦想,期待自己也可以炼成独孤九剑,成为高手。冯柳的投资体系除了针对普通人的弱者体系外,还有自己使用的逆向投资方法。逆向投资可以作为我们在投资路上的进阶课。那么怎样做是逆向投资,怎样做是犯傻,我们还是要所有认知。根据我自己这些年对于逆向投资的认知,我认为我们应该从估值、业绩、逻辑方面去寻找逆向和非逆向的区别。根据是否逆向,我将投资分为三个类别。A、正向投资:估值合理或低估;业绩好;逻辑正确;正向投资的投资对象一般是大白马,人们心目中的大众情人。长期持有这类股,多数时候都会赚钱,特别是如果分散持有的话,赚钱基本是十拿九稳的。这就是冯柳弱者体系中提到的选股方法。按照这个选股思路,往往可以赚到可观但是不会有特别超额的收益。但是也有例外,就是遇到低估大白马。例如,2018年底的五粮液和茅台。但是2018年底买茅五的机会也存在一定的悖论,因为多数价值投资者是长期持有的。对于已经持有茅台的人,往往是遭遇了长达一年的、约40-50%的估值杀。在2018年底卖掉手上的其他亏损股去轮换到五粮液和茅台,往往需要极大的勇气和深刻的认知。这个并不适合普通人。投资小达人点评:正向投资可以赚钱可观但不超额的收益。B、逆向投资:估值合理或低估;业绩差;逻辑正确这里我举三个例子。例1,平安银行:平安银行是我的第一重仓股,我持有平银和招行,但是在平银上赚的比招行多。这里的核心原因是什么呢?首先我是在低估区买的,当时业绩一般,但是逻辑正确。这里我讲一下为什么平银逻辑正确。平银要学招行做零售,但是并不是谁都可以做零售的。负债端是否有发展零售的队伍,而且是低成本的队伍。这方面平银可以借助平安集团的寿险代理人、证券客户经理,这是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/398009488","isVote":1,"tweetType":1,"viewCount":3816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302472920,"gmtCreate":1604707348960,"gmtModify":1703834597897,"author":{"id":"3535170582528703","authorId":"3535170582528703","name":"T0000023151","avatar":"https://static.tigerbbs.com/e3a567f3d2aeb744ddc75b3498526ba8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170582528703","authorIdStr":"3535170582528703"},"themes":[],"htmlText":"看到一条消息,今天比亚迪市值超过戴姆勒,蔚来超过了通用,长城超过了福特,吉利超过了菲亚特克莱斯勒,理想,小鹏盖过了起亚,标致。新能源汽车股今年大放异彩,让人屡屡惊讶,都是4个轮子,为啥新能源就能嗨翻天?这样的上涨,你认为有泡沫吗?评论区留言,精彩的虎友送上虎币大奖! 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href=\"https://laohu8.com/S/IFMK\">$iFresh Inc.(IFMK)$ </a> ","listText":"<a href=\"https://laohu8.com/S/IFMK\">$iFresh Inc.(IFMK)$ </a> ","text":"$iFresh Inc.(IFMK)$","images":[{"img":"https://static.tigerbbs.com/e8bdf5f04cfcbf314dd95a121ccaf6ac","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385004449157672","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":952905771,"gmtCreate":1591833183693,"gmtModify":1704197171167,"author":{"id":"3535170582528703","authorId":"3535170582528703","name":"T0000023151","avatar":"https://static.tigerbbs.com/e3a567f3d2aeb744ddc75b3498526ba8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170582528703","authorIdStr":"3535170582528703"},"themes":[],"htmlText":"在特斯拉大股东罗恩·巴伦(Ron Baron)看来,特斯拉的迅猛发展势头还将持续数年。$特斯拉(TSLA)$在美东时间周二(6月9日)上午接受外媒采访时,这位亿万富翁投资者表示,未来五年特斯拉股价可能会自当前水平飙升215%。“五年后将达到2000美元或3000美元,下一个五年股价将再翻倍,”他说。巴伦是巴伦基金(Baron Funds)的董事长和创始人,该公司为投资者管理着数只增长型共同基金。截至4月30日,巴伦基金管理的多只基金持有特斯拉,包括Baron Partners Fund和Baron Focused Growth Fund这两只基金。前者将其22亿美元资产中的25.5%投资于特斯拉,后者将26.1%的资产投资于特斯拉。Baron的同名投资公司管理着超过320亿美元的资产,持有超过160万股特斯拉股票。据公司称,这些股票的平均购买价为每股219.02美元。它还拥有814,595股SpaceX股份,该股份于2017年9月首次购买。该公司最近在12月增加了该股份。巴伦表示,他仍然认为特斯拉是一个不错的选择。当被问及是否会考虑以超过900美元的价格出售自己持有的特斯拉股份时,巴伦回答说:“实际上,我希望能够有更多的钱购买更多的特斯拉股票。”巴伦说,在过去10年里,做空特斯拉是有道理的,当时该公司正在努力扩大其制造能力,并且不得不筹集大量资金,从无到有地去建立一家电动汽车公司。但现在,在规模化生产和每年交付数十万辆汽车后,特斯拉实际上已成为一家能持续发展的汽车公司。巴伦指出,该公司强大的品牌认知度(零美元的广告支出)和技术进步——特别是电池效率方面——是长期投资该公司的理由。“很久以前我就告诉过你,我认为我们投资特斯拉能赚到20倍的钱。到目前为止,我们已经赚了四倍,”他说:“我现在认为,我们的投资将在未来五年内实现两倍或三倍的收益,我认为特斯拉还有十倍的发展空间。”特斯","listText":"在特斯拉大股东罗恩·巴伦(Ron Baron)看来,特斯拉的迅猛发展势头还将持续数年。$特斯拉(TSLA)$在美东时间周二(6月9日)上午接受外媒采访时,这位亿万富翁投资者表示,未来五年特斯拉股价可能会自当前水平飙升215%。“五年后将达到2000美元或3000美元,下一个五年股价将再翻倍,”他说。巴伦是巴伦基金(Baron Funds)的董事长和创始人,该公司为投资者管理着数只增长型共同基金。截至4月30日,巴伦基金管理的多只基金持有特斯拉,包括Baron Partners Fund和Baron Focused Growth Fund这两只基金。前者将其22亿美元资产中的25.5%投资于特斯拉,后者将26.1%的资产投资于特斯拉。Baron的同名投资公司管理着超过320亿美元的资产,持有超过160万股特斯拉股票。据公司称,这些股票的平均购买价为每股219.02美元。它还拥有814,595股SpaceX股份,该股份于2017年9月首次购买。该公司最近在12月增加了该股份。巴伦表示,他仍然认为特斯拉是一个不错的选择。当被问及是否会考虑以超过900美元的价格出售自己持有的特斯拉股份时,巴伦回答说:“实际上,我希望能够有更多的钱购买更多的特斯拉股票。”巴伦说,在过去10年里,做空特斯拉是有道理的,当时该公司正在努力扩大其制造能力,并且不得不筹集大量资金,从无到有地去建立一家电动汽车公司。但现在,在规模化生产和每年交付数十万辆汽车后,特斯拉实际上已成为一家能持续发展的汽车公司。巴伦指出,该公司强大的品牌认知度(零美元的广告支出)和技术进步——特别是电池效率方面——是长期投资该公司的理由。“很久以前我就告诉过你,我认为我们投资特斯拉能赚到20倍的钱。到目前为止,我们已经赚了四倍,”他说:“我现在认为,我们的投资将在未来五年内实现两倍或三倍的收益,我认为特斯拉还有十倍的发展空间。”特斯","text":"在特斯拉大股东罗恩·巴伦(Ron Baron)看来,特斯拉的迅猛发展势头还将持续数年。$特斯拉(TSLA)$在美东时间周二(6月9日)上午接受外媒采访时,这位亿万富翁投资者表示,未来五年特斯拉股价可能会自当前水平飙升215%。“五年后将达到2000美元或3000美元,下一个五年股价将再翻倍,”他说。巴伦是巴伦基金(Baron Funds)的董事长和创始人,该公司为投资者管理着数只增长型共同基金。截至4月30日,巴伦基金管理的多只基金持有特斯拉,包括Baron Partners Fund和Baron Focused Growth Fund这两只基金。前者将其22亿美元资产中的25.5%投资于特斯拉,后者将26.1%的资产投资于特斯拉。Baron的同名投资公司管理着超过320亿美元的资产,持有超过160万股特斯拉股票。据公司称,这些股票的平均购买价为每股219.02美元。它还拥有814,595股SpaceX股份,该股份于2017年9月首次购买。该公司最近在12月增加了该股份。巴伦表示,他仍然认为特斯拉是一个不错的选择。当被问及是否会考虑以超过900美元的价格出售自己持有的特斯拉股份时,巴伦回答说:“实际上,我希望能够有更多的钱购买更多的特斯拉股票。”巴伦说,在过去10年里,做空特斯拉是有道理的,当时该公司正在努力扩大其制造能力,并且不得不筹集大量资金,从无到有地去建立一家电动汽车公司。但现在,在规模化生产和每年交付数十万辆汽车后,特斯拉实际上已成为一家能持续发展的汽车公司。巴伦指出,该公司强大的品牌认知度(零美元的广告支出)和技术进步——特别是电池效率方面——是长期投资该公司的理由。“很久以前我就告诉过你,我认为我们投资特斯拉能赚到20倍的钱。到目前为止,我们已经赚了四倍,”他说:“我现在认为,我们的投资将在未来五年内实现两倍或三倍的收益,我认为特斯拉还有十倍的发展空间。”特斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/952905771","isVote":1,"tweetType":1,"viewCount":3860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388458731,"gmtCreate":1613088309423,"gmtModify":1613088309423,"author":{"id":"3535170582528703","authorId":"3535170582528703","name":"T0000023151","avatar":"https://static.tigerbbs.com/e3a567f3d2aeb744ddc75b3498526ba8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170582528703","authorIdStr":"3535170582528703"},"themes":[],"htmlText":"从国盛证券研报中摘录一段辉瑞关于新冠病毒和疫苗的消息,对疫苗股股东和疫情受灾行业股东较为重要!1.54亿美元新冠疫苗收入;2021年1月31号前, 公司向全球供应了6500万剂疫苗, 其中2900亿剂向美国供应, 预计今年5月前总共向美国供应2亿剂;预计2021年底前将向全球供应20亿剂;该疫苗的研发总共只用了248天;公司认为新冠疫苗将会成为长期稳定的收入来源, 主要因: 1) 通过加强针提升免疫力是必要的; 2) 新的变异也会需要新的疫苗, 或者加强针;In vitro研究表明疫苗可以中和英国以及南非毒株;辉瑞将记录全球大部分新冠疫苗的收入(不包括中国和土耳其等国) ;辉瑞和BioNTech毛利5-5分成;预计2021年全年产能达到20亿剂, 但估计这20亿剂将不会全部卖完;或许最终所有的疫苗都会被各国政府签订, 但目前辉瑞在评估2021年业绩指引的时候会优先考虑确定性比较强的一些订单, 我们预计这部分大约会有150亿美元的收入(按照20美元/剂, 大约等于产能的70%) ;Q&AQ:为什么公司觉得2021年卖不完20亿剂疫苗? 其他有些公司的订单都超过他们此前的预期, 而且现在全球需求大, 只有很小一部分被满足。A:首先我们需要对给出的业绩指引负责( 意思是不能随便给一个很大的数) ;再来, 患者和医生有权利选择疫苗品牌。 我们相信我们的疫苗订单应该是全球占比最大的, 毕竟我们的产品是首个获批的。 而且在阿斯利康和强生的疫苗进展公布之后, 我们对市场的评估也更清晰了, 因此我们调高了我们的业绩指引。 虽然辉瑞在全球各地都有业务布局, 但是至少今年新冠疫苗市场还不能算是公开的自由市场, 因为今年基本上都是政府订单。此外, 整个疫情还有很多的不确定性, 影响疫苗销售的因素也非常多, 所以随时都会有变动, 我们会一直观察,并根据情况去调整业绩指引。Q:新冠疫苗的预期","listText":"从国盛证券研报中摘录一段辉瑞关于新冠病毒和疫苗的消息,对疫苗股股东和疫情受灾行业股东较为重要!1.54亿美元新冠疫苗收入;2021年1月31号前, 公司向全球供应了6500万剂疫苗, 其中2900亿剂向美国供应, 预计今年5月前总共向美国供应2亿剂;预计2021年底前将向全球供应20亿剂;该疫苗的研发总共只用了248天;公司认为新冠疫苗将会成为长期稳定的收入来源, 主要因: 1) 通过加强针提升免疫力是必要的; 2) 新的变异也会需要新的疫苗, 或者加强针;In vitro研究表明疫苗可以中和英国以及南非毒株;辉瑞将记录全球大部分新冠疫苗的收入(不包括中国和土耳其等国) ;辉瑞和BioNTech毛利5-5分成;预计2021年全年产能达到20亿剂, 但估计这20亿剂将不会全部卖完;或许最终所有的疫苗都会被各国政府签订, 但目前辉瑞在评估2021年业绩指引的时候会优先考虑确定性比较强的一些订单, 我们预计这部分大约会有150亿美元的收入(按照20美元/剂, 大约等于产能的70%) ;Q&AQ:为什么公司觉得2021年卖不完20亿剂疫苗? 其他有些公司的订单都超过他们此前的预期, 而且现在全球需求大, 只有很小一部分被满足。A:首先我们需要对给出的业绩指引负责( 意思是不能随便给一个很大的数) ;再来, 患者和医生有权利选择疫苗品牌。 我们相信我们的疫苗订单应该是全球占比最大的, 毕竟我们的产品是首个获批的。 而且在阿斯利康和强生的疫苗进展公布之后, 我们对市场的评估也更清晰了, 因此我们调高了我们的业绩指引。 虽然辉瑞在全球各地都有业务布局, 但是至少今年新冠疫苗市场还不能算是公开的自由市场, 因为今年基本上都是政府订单。此外, 整个疫情还有很多的不确定性, 影响疫苗销售的因素也非常多, 所以随时都会有变动, 我们会一直观察,并根据情况去调整业绩指引。Q:新冠疫苗的预期","text":"从国盛证券研报中摘录一段辉瑞关于新冠病毒和疫苗的消息,对疫苗股股东和疫情受灾行业股东较为重要!1.54亿美元新冠疫苗收入;2021年1月31号前, 公司向全球供应了6500万剂疫苗, 其中2900亿剂向美国供应, 预计今年5月前总共向美国供应2亿剂;预计2021年底前将向全球供应20亿剂;该疫苗的研发总共只用了248天;公司认为新冠疫苗将会成为长期稳定的收入来源, 主要因: 1) 通过加强针提升免疫力是必要的; 2) 新的变异也会需要新的疫苗, 或者加强针;In vitro研究表明疫苗可以中和英国以及南非毒株;辉瑞将记录全球大部分新冠疫苗的收入(不包括中国和土耳其等国) ;辉瑞和BioNTech毛利5-5分成;预计2021年全年产能达到20亿剂, 但估计这20亿剂将不会全部卖完;或许最终所有的疫苗都会被各国政府签订, 但目前辉瑞在评估2021年业绩指引的时候会优先考虑确定性比较强的一些订单, 我们预计这部分大约会有150亿美元的收入(按照20美元/剂, 大约等于产能的70%) ;Q&AQ:为什么公司觉得2021年卖不完20亿剂疫苗? 其他有些公司的订单都超过他们此前的预期, 而且现在全球需求大, 只有很小一部分被满足。A:首先我们需要对给出的业绩指引负责( 意思是不能随便给一个很大的数) ;再来, 患者和医生有权利选择疫苗品牌。 我们相信我们的疫苗订单应该是全球占比最大的, 毕竟我们的产品是首个获批的。 而且在阿斯利康和强生的疫苗进展公布之后, 我们对市场的评估也更清晰了, 因此我们调高了我们的业绩指引。 虽然辉瑞在全球各地都有业务布局, 但是至少今年新冠疫苗市场还不能算是公开的自由市场, 因为今年基本上都是政府订单。此外, 整个疫情还有很多的不确定性, 影响疫苗销售的因素也非常多, 所以随时都会有变动, 我们会一直观察,并根据情况去调整业绩指引。Q:新冠疫苗的预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/388458731","isVote":1,"tweetType":1,"viewCount":4337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975814871,"gmtCreate":1600650396693,"gmtModify":1703821947016,"author":{"id":"3535170582528703","authorId":"3535170582528703","name":"T0000023151","avatar":"https://static.tigerbbs.com/e3a567f3d2aeb744ddc75b3498526ba8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170582528703","authorIdStr":"3535170582528703"},"themes":[],"htmlText":"欧式期权与美式期权的差异与各种陷阱美式期权:大多数美国股票的期权都是美式期权。美式期权的特点就是在到期前可以随时行权,然后在到期日时交割的是股票本身,而不是现金。可以随时行权的内在机制就保证了美式期权的实值期权一定会大于内在价值,比如$特斯拉(TSLA)$ tsla股价是500的时候,执行价为200的看涨期权的市场价一定大于300——-因为如果期权市场价低于300,假定是295,那么立即就会有人以295的价格买入,同时再加上200块钱本金来行权,行权后在市场上以500块钱的价格卖出,这样就无风险套利了五块钱,但是这种无风险套利的机会一般小散户做不了。一个是因为机构用的是高频交易,这种机会一旦出现,他们立刻以比你快得多的速度抓住这个机会;另外一个就是散户的心比机构黑,他永远是买入的期权手数太多,导致他根本就没有多余的资金来行权,只能眼睁睁看着套利机会消失。那么什么样的情况下,股票的期权会低于内在价值呢?这就是非常特殊的情况。比如说孙正义买了很多期权,被大家发现后成了活靶子,那么大家故意砸低价格坑他,这种情况其实很少见。还有一种是在股价150的时候你花了60块钱买了他100块钱的call,现在call涨到400了,你有了巨大盈利。在有巨大盈利的情况下,要么你没有额外的100块钱去行权而又担心股价大跌;或者你可能急需大量资金用于别的用途,因为你是大量的出货,你必须低于400块比如三百九十五才能大量清仓,因为你已经赚了巨大的盈利,所以你不在乎这一点钱,你在乎的是马上锁定全部利润取出资金。还有一种情况,就是因为你这个资金量太大了,如果你加100块钱去行权,行权以后拿到正股,你再以500往外卖的时候,你可能卖不出去——因为你这个正股量太大,你一做交易就有可能把股价打压到三百九十以下了,所以你愿意以395的价格贱价卖出。假设市场上所有人认同tsla的股价在明年底前绝不可能低于200,那么","listText":"欧式期权与美式期权的差异与各种陷阱美式期权:大多数美国股票的期权都是美式期权。美式期权的特点就是在到期前可以随时行权,然后在到期日时交割的是股票本身,而不是现金。可以随时行权的内在机制就保证了美式期权的实值期权一定会大于内在价值,比如$特斯拉(TSLA)$ tsla股价是500的时候,执行价为200的看涨期权的市场价一定大于300——-因为如果期权市场价低于300,假定是295,那么立即就会有人以295的价格买入,同时再加上200块钱本金来行权,行权后在市场上以500块钱的价格卖出,这样就无风险套利了五块钱,但是这种无风险套利的机会一般小散户做不了。一个是因为机构用的是高频交易,这种机会一旦出现,他们立刻以比你快得多的速度抓住这个机会;另外一个就是散户的心比机构黑,他永远是买入的期权手数太多,导致他根本就没有多余的资金来行权,只能眼睁睁看着套利机会消失。那么什么样的情况下,股票的期权会低于内在价值呢?这就是非常特殊的情况。比如说孙正义买了很多期权,被大家发现后成了活靶子,那么大家故意砸低价格坑他,这种情况其实很少见。还有一种是在股价150的时候你花了60块钱买了他100块钱的call,现在call涨到400了,你有了巨大盈利。在有巨大盈利的情况下,要么你没有额外的100块钱去行权而又担心股价大跌;或者你可能急需大量资金用于别的用途,因为你是大量的出货,你必须低于400块比如三百九十五才能大量清仓,因为你已经赚了巨大的盈利,所以你不在乎这一点钱,你在乎的是马上锁定全部利润取出资金。还有一种情况,就是因为你这个资金量太大了,如果你加100块钱去行权,行权以后拿到正股,你再以500往外卖的时候,你可能卖不出去——因为你这个正股量太大,你一做交易就有可能把股价打压到三百九十以下了,所以你愿意以395的价格贱价卖出。假设市场上所有人认同tsla的股价在明年底前绝不可能低于200,那么","text":"欧式期权与美式期权的差异与各种陷阱美式期权:大多数美国股票的期权都是美式期权。美式期权的特点就是在到期前可以随时行权,然后在到期日时交割的是股票本身,而不是现金。可以随时行权的内在机制就保证了美式期权的实值期权一定会大于内在价值,比如$特斯拉(TSLA)$ tsla股价是500的时候,执行价为200的看涨期权的市场价一定大于300——-因为如果期权市场价低于300,假定是295,那么立即就会有人以295的价格买入,同时再加上200块钱本金来行权,行权后在市场上以500块钱的价格卖出,这样就无风险套利了五块钱,但是这种无风险套利的机会一般小散户做不了。一个是因为机构用的是高频交易,这种机会一旦出现,他们立刻以比你快得多的速度抓住这个机会;另外一个就是散户的心比机构黑,他永远是买入的期权手数太多,导致他根本就没有多余的资金来行权,只能眼睁睁看着套利机会消失。那么什么样的情况下,股票的期权会低于内在价值呢?这就是非常特殊的情况。比如说孙正义买了很多期权,被大家发现后成了活靶子,那么大家故意砸低价格坑他,这种情况其实很少见。还有一种是在股价150的时候你花了60块钱买了他100块钱的call,现在call涨到400了,你有了巨大盈利。在有巨大盈利的情况下,要么你没有额外的100块钱去行权而又担心股价大跌;或者你可能急需大量资金用于别的用途,因为你是大量的出货,你必须低于400块比如三百九十五才能大量清仓,因为你已经赚了巨大的盈利,所以你不在乎这一点钱,你在乎的是马上锁定全部利润取出资金。还有一种情况,就是因为你这个资金量太大了,如果你加100块钱去行权,行权以后拿到正股,你再以500往外卖的时候,你可能卖不出去——因为你这个正股量太大,你一做交易就有可能把股价打压到三百九十以下了,所以你愿意以395的价格贱价卖出。假设市场上所有人认同tsla的股价在明年底前绝不可能低于200,那么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/975814871","isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619231901,"gmtCreate":1649289075501,"gmtModify":1649295577158,"author":{"id":"3535170582528703","authorId":"3535170582528703","name":"T0000023151","avatar":"https://static.tigerbbs.com/e3a567f3d2aeb744ddc75b3498526ba8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170582528703","authorIdStr":"3535170582528703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/08349\">$硅鑫集团(08349)$</a>好好","listText":"<a href=\"https://laohu8.com/S/08349\">$硅鑫集团(08349)$</a>好好","text":"$硅鑫集团(08349)$好好","images":[{"img":"https://static.tigerbbs.com/3e9c9b315f0567ea81db27d5caae31a6","width":"1080","height":"2029"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/619231901","isVote":1,"tweetType":1,"viewCount":9257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875486226,"gmtCreate":1637679108919,"gmtModify":1637679108919,"author":{"id":"3535170582528703","authorId":"3535170582528703","name":"T0000023151","avatar":"https://static.tigerbbs.com/e3a567f3d2aeb744ddc75b3498526ba8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170582528703","authorIdStr":"3535170582528703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IFMK\">$iFresh Inc(IFMK)$</a>好好","listText":"<a href=\"https://laohu8.com/S/IFMK\">$iFresh Inc(IFMK)$</a>好好","text":"$iFresh Inc(IFMK)$好好","images":[{"img":"https://static.tigerbbs.com/60966ff5bc31dec033b84321807f7b19","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875486226","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090144792821440","authorId":"4090144792821440","name":"小拉韭菜","avatar":"https://static.tigerbbs.com/468c326cdd458f1f302d218e4c5073af","crmLevel":1,"crmLevelSwitch":0,"idStr":"4090144792821440","authorIdStr":"4090144792821440"},"content":"这个票今天咋回事大哥","text":"这个票今天咋回事大哥","html":"这个票今天咋回事大哥"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}