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Analyst_Z

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2020-02-25

$Jumia Technologies AG(JMIA)$ 2020前两季还是会看到gmv增速持平或下降由于新产品的扩展和重整业务病毒也有一定影响 jumiapay增长

2025-05-15

人均60定位高端你这散户有点过于散装了

08-19 14:12

那目标价不是才1300亿

野村首次覆盖宇树科技，给予 25 倍 2027 年市销率估值

2025-01-08

$布鲁可(00325)$ 还没公布？

2020-03-10

$Inovio Pharmaceuticals Inc(INO)$停牌了？

去老虎APP查看更多动态

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还没公布？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390348206067976","isVote":1,"tweetType":1,"viewCount":2633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":988039071,"gmtCreate":1583847305393,"gmtModify":1704351219682,"author":{"id":"3537272281050171","authorId":"3537272281050171","name":"Analyst_Z","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3537272281050171","idStr":"3537272281050171"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>停牌了？","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>停牌了？","text":"$Inovio Pharmaceuticals Inc(INO)$停牌了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/988039071","isVote":1,"tweetType":1,"viewCount":3053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980741313,"gmtCreate":1582639300232,"gmtModify":1704347076351,"author":{"id":"3537272281050171","authorId":"3537272281050171","name":"Analyst_Z","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3537272281050171","idStr":"3537272281050171"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>&nbsp;2020前两季还是会看到gmv增速持平或下降 由于新产品的扩展和重整业务 病毒也有一定影响 jumiapay增长","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>&nbsp;2020前两季还是会看到gmv增速持平或下降 由于新产品的扩展和重整业务 病毒也有一定影响 jumiapay增长","text":"$Jumia Technologies AG(JMIA)$ 2020前两季还是会看到gmv增速持平或下降 由于新产品的扩展和重整业务 病毒也有一定影响 jumiapay增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/980741313","isVote":1,"tweetType":1,"viewCount":8353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504501082101657","authorId":"3504501082101657","name":"中单影魔","avatar":"https://static.tigerbbs.com/5514e393880bd0c4bf5622572bf4851a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3504501082101657","idStr":"3504501082101657"},"content":"对的 所以 短期 没啥意思了","text":"对的 所以 短期 没啥意思了","html":"对的 所以 短期 没啥意思了"},{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":980741313,"gmtCreate":1582639300232,"gmtModify":1704347076351,"author":{"id":"3537272281050171","authorId":"3537272281050171","name":"Analyst_Z","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3537272281050171","authorIdStr":"3537272281050171"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>&nbsp;2020前两季还是会看到gmv增速持平或下降 由于新产品的扩展和重整业务 病毒也有一定影响 jumiapay增长","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>&nbsp;2020前两季还是会看到gmv增速持平或下降 由于新产品的扩展和重整业务 病毒也有一定影响 jumiapay增长","text":"$Jumia Technologies AG(JMIA)$ 2020前两季还是会看到gmv增速持平或下降 由于新产品的扩展和重整业务 病毒也有一定影响 jumiapay增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/980741313","isVote":1,"tweetType":1,"viewCount":8353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504501082101657","authorId":"3504501082101657","name":"中单影魔","avatar":"https://static.tigerbbs.com/5514e393880bd0c4bf5622572bf4851a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3504501082101657","authorIdStr":"3504501082101657"},"content":"对的 所以 短期 没啥意思了","text":"对的 所以 短期 没啥意思了","html":"对的 所以 短期 没啥意思了"},{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435357046485120,"gmtCreate":1747297783672,"gmtModify":1747301106596,"author":{"id":"3537272281050171","authorId":"3537272281050171","name":"Analyst_Z","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3537272281050171","authorIdStr":"3537272281050171"},"themes":[],"title":"","htmlText":"人均60定位高端 你这散户有点过于散装了","listText":"人均60定位高端 你这散户有点过于散装了","text":"人均60定位高端 你这散户有点过于散装了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435357046485120","isVote":1,"tweetType":1,"viewCount":2320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598432781690120,"gmtCreate":1787119975941,"gmtModify":1787119977803,"author":{"id":"3537272281050171","authorId":"3537272281050171","name":"Analyst_Z","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3537272281050171","authorIdStr":"3537272281050171"},"themes":[],"title":"","htmlText":"那目标价不是才1300亿","listText":"那目标价不是才1300亿","text":"那目标价不是才1300亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598432781690120","repostId":"2660414892","repostType":2,"repost":{"id":"2660414892","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 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倍 2027 年市销率估值，预计 2027/28 财年营收增速分别达 101% 和 144%，2026 至 2028 年营收复合年增长率约 122%。研报指出两大投资逻辑：全栈机械设计与自研硬件赋予宇树结构性成本优势，外包零部件仅占总成本的 10% 至 20%，毛利率从 2022 财年的 44% 提升至 2025 财年的 60%；快速产品迭代使宇树反复领先同业进入新应用场景，26 个月内推出四款人形产品系列。</span></p>\n<p><span>研报同时提示，2026 年 7 月 28 日美国 FCC 将其列入 Covered List，已获授权在售机型仍可销售，但新开发机型将受限制，构成结构性准入约束。目前 73.6% 的人形机器人收入仍来自科研机构，新终端市场增长催化剂仍然稀缺。野村建议关注“大脑”进展——WVLA2.0 商业化落地和 UnifoLM-X1-0 工业部署，这可能是解锁新应用场景的关键。该研报观点为野村证券研究分析，不构成投资建议。</span></p>\n<p><span><img src=\"https://public.chaincatcher.com/upload/image/20260819/1787113240403-400693.webp\"/></span></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>野村首次覆盖宇树科技，给予 25 倍 2027 年市销率估值</title>\n<style 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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野村首次覆盖宇树科技，给予 25 倍 2027 年市销率估值\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-08-19 12:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><span>ChainCatcher 消息，野村证券首次覆盖宇树科技，给予 25 倍 2027 年市销率估值，预计 2027/28 财年营收增速分别达 101% 和 144%，2026 至 2028 年营收复合年增长率约 122%。研报指出两大投资逻辑：全栈机械设计与自研硬件赋予宇树结构性成本优势，外包零部件仅占总成本的 10% 至 20%，毛利率从 2022 财年的 44% 提升至 2025 财年的 60%；快速产品迭代使宇树反复领先同业进入新应用场景，26 个月内推出四款人形产品系列。</span></p>\n<p><span>研报同时提示，2026 年 7 月 28 日美国 FCC 将其列入 Covered List，已获授权在售机型仍可销售，但新开发机型将受限制，构成结构性准入约束。目前 73.6% 的人形机器人收入仍来自科研机构，新终端市场增长催化剂仍然稀缺。野村建议关注“大脑”进展——WVLA2.0 商业化落地和 UnifoLM-X1-0 工业部署，这可能是解锁新应用场景的关键。该研报观点为野村证券研究分析，不构成投资建议。</span></p>\n<p><span><img src=\"https://public.chaincatcher.com/upload/image/20260819/1787113240403-400693.webp\"/></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688836":"宇树科技-W"},"source_url":"https://www.chaincatcher.com/article/2283696","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660414892","content_text":"ChainCatcher 消息，野村证券首次覆盖宇树科技，给予 25 倍 2027 年市销率估值，预计 2027/28 财年营收增速分别达 101% 和 144%，2026 至 2028 年营收复合年增长率约 122%。研报指出两大投资逻辑：全栈机械设计与自研硬件赋予宇树结构性成本优势，外包零部件仅占总成本的 10% 至 20%，毛利率从 2022 财年的 44% 提升至 2025 财年的 60%；快速产品迭代使宇树反复领先同业进入新应用场景，26 个月内推出四款人形产品系列。\n研报同时提示，2026 年 7 月 28 日美国 FCC 将其列入 Covered List，已获授权在售机型仍可销售，但新开发机型将受限制，构成结构性准入约束。目前 73.6% 的人形机器人收入仍来自科研机构，新终端市场增长催化剂仍然稀缺。野村建议关注“大脑”进展——WVLA2.0 商业化落地和 UnifoLM-X1-0 工业部署，这可能是解锁新应用场景的关键。该研报观点为野村证券研究分析，不构成投资建议。","news_type":1,"symbols_score_info":{"688836":1.5}},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390348206067976,"gmtCreate":1736318250489,"gmtModify":1736320376923,"author":{"id":"3537272281050171","authorId":"3537272281050171","name":"Analyst_Z","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3537272281050171","authorIdStr":"3537272281050171"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$</a> 还没公布？","listText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$</a> 还没公布？","text":"$布鲁可(00325)$ 还没公布？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390348206067976","isVote":1,"tweetType":1,"viewCount":2633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":988039071,"gmtCreate":1583847305393,"gmtModify":1704351219682,"author":{"id":"3537272281050171","authorId":"3537272281050171","name":"Analyst_Z","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3537272281050171","authorIdStr":"3537272281050171"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>停牌了？","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>停牌了？","text":"$Inovio Pharmaceuticals Inc(INO)$停牌了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/988039071","isVote":1,"tweetType":1,"viewCount":3053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}