飞天招财猫牛市版的个人主页 - 老虎社区

飞天招财猫牛市版

飞天招财猫牛市版

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IP属地：云南

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0勋章

飞天招财猫牛市版

10-11

$Ultratex Inc.(UTX)$ 这家在盈利SG已经上架好多天了，利润为正，应该不至于破发，我看一家菲律宾收破烂的公司上市都还涨了十几个点，这支应该也差不多，小仓位参与下风险可控。

飞天招财猫牛市版

10-10

$Ultratex Inc.(UTX)$ 这支什么情况，怎么这么赶着上架？时间线都没设置好。

飞天招财猫牛市版

10-01

$Agroz Inc(AGRZ)$ 高点还真是在4.4-4.8这个区间，现在的确也破发了。这支没申，看了下中1股还不够手续费…

飞天招财猫牛市版

09-30

$Agroz Inc(AGRZ)$ 不是今晚上市吗？看来是真的没人接盘了…

飞天招财猫牛市版

09-29

Replying to @幸福肥哈哈哈:涨了45%然后收盘破发了。//@幸福肥哈哈哈:一亩田不是暴涨吗

@无名_2557:$Agroz Inc(AGRZ)$ 上一个农业科技IPO$一亩田(YMT)$ 首日大破发，这个还是算了吧！

飞天招财猫牛市版

09-29

$Agroz Inc(AGRZ)$ 预计高点4.4-4.8，然后破发。

飞天招财猫牛市版

09-27

$APEX Global Solutions Limited(APEX)$ 这家看着还行，我觉得可以参与。

飞天招财猫牛市版

09-23

$Papa Medical Inc(PAPA)$ 啥时候不是待定可以申？这支行业有爆炒的空间。

飞天招财猫牛市版

09-23

$紫金黄金国际(02259)$ 含中量高的地方，就越内卷，工作是、创业是、打新也是，赚钱也就越难，这句话的含金量还在不断提升。

飞天招财猫牛市版

09-23

$紫金黄金国际(02259)$ 申购100手才能稳中1手，港股打新就是资本的游戏，现在明显偏向大户了，要融资就把仓位打满，如果到不了100手直接现金申购陪跑就好，千万不要浪费手续费哦。[开心]

飞天招财猫牛市版

09-20

我愿意重仓特斯拉持有10年，美股高成长龙头拿住即可，时间会给予回馈，学习巴老，切忌浮躁短视。

飞天招财猫牛市版

09-19

看好奇瑞，产品线全，基本面良好，出海战略成功，闭眼打。

飞天招财猫牛市版

09-15

$ChowChow Cloud International Holdings Limited(CHOW)$ 最后一刻放弃申购了，宁愿踏空也不愿为妖股去冒这个险。

飞天招财猫牛市版

09-14

$Agroz Inc(AGRZ)$ 没有打新这支的吗？

飞天招财猫牛市版

09-14

$Papa Medical Inc(PAPA)$ 大麻股没人申购吗？这种不是有炒作的空间吗…

飞天招财猫牛市版

09-14

$ChowChow Cloud International Holdings Limited(CHOW)$ 这支要不要打？中概我怕破发…

飞天招财猫牛市版

09-12

$Gemini Space Station, Inc.(GEMI)$ 0股…

飞天招财猫牛市版

09-12

40.5

飞天招财猫牛市版

09-11

$Gemini Space Station, Inc.(GEMI)$ 为啥大家都说这支股有一个月的禁售期？有谁知道吗？

飞天招财猫牛市版

2020-12-28

这篇文章不错，转发给大家看

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这支什么情况，怎么这么赶着上架？时间线都没设置好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487693367922848","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484637703774424,"gmtCreate":1759330484801,"gmtModify":1759330486744,"author":{"id":"3541765006323354","authorId":"3541765006323354","name":"飞天招财猫牛市版","avatar":"https://static.tigerbbs.com/c8171ae4aa9072555c1bd4ae444f7725","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541765006323354","authorIdStr":"3541765006323354"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGRZ\">$Agroz Inc(AGRZ)$ </a> 高点还真是在4.4-4.8这个区间，现在的确也破发了。这支没申，看了下中1股还不够手续费…","listText":"<a href=\"https://laohu8.com/S/AGRZ\">$Agroz Inc(AGRZ)$ </a> 高点还真是在4.4-4.8这个区间，现在的确也破发了。这支没申，看了下中1股还不够手续费…","text":"$Agroz Inc(AGRZ)$ 高点还真是在4.4-4.8这个区间，现在的确也破发了。这支没申，看了下中1股还不够手续费…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/484637703774424","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555839567360946","authorId":"3555839567360946","name":"Sophia1982","avatar":"https://static.tigerbbs.com/c37dab6edfe94290425b127cf7856642","crmLevel":4,"crmLevelSwitch":0,"idStr":"3555839567360946","authorIdStr":"3555839567360946"},"content":"现金申购，没手续费吧","text":"现金申购，没手续费吧","html":"现金申购，没手续费吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484200588755072,"gmtCreate":1759241578997,"gmtModify":1759241580850,"author":{"id":"3541765006323354","authorId":"3541765006323354","name":"飞天招财猫牛市版","avatar":"https://static.tigerbbs.com/c8171ae4aa9072555c1bd4ae444f7725","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541765006323354","authorIdStr":"3541765006323354"},"themes":[],"htmlText":"<a 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首日大破发，这个还是算了吧！","listText":"<a href=\"https://laohu8.com/S/AGRZ\">$Agroz Inc(AGRZ)$ </a> 上一个农业科技IPO<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$ </a> 首日大破发，这个还是算了吧！","text":"$Agroz Inc(AGRZ)$ 上一个农业科技IPO$一亩田(YMT)$ 首日大破发，这个还是算了吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482974117523512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483794280005888,"gmtCreate":1759142612797,"gmtModify":1759142614666,"author":{"id":"3541765006323354","authorId":"3541765006323354","name":"飞天招财猫牛市版","avatar":"https://static.tigerbbs.com/c8171ae4aa9072555c1bd4ae444f7725","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541765006323354","authorIdStr":"3541765006323354"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGRZ\">$Agroz Inc(AGRZ)$ </a> 预计高点4.4-4.8，然后破发。","listText":"<a href=\"https://laohu8.com/S/AGRZ\">$Agroz Inc(AGRZ)$ </a> 预计高点4.4-4.8，然后破发。","text":"$Agroz Inc(AGRZ)$ 预计高点4.4-4.8，然后破发。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/483794280005888","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483092613144672,"gmtCreate":1758971160682,"gmtModify":1758971162464,"author":{"id":"3541765006323354","authorId":"3541765006323354","name":"飞天招财猫牛市版","avatar":"https://static.tigerbbs.com/c8171ae4aa9072555c1bd4ae444f7725","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541765006323354","authorIdStr":"3541765006323354"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APEX\">$APEX Global Solutions Limited(APEX)$ </a> 这家看着还行，我觉得可以参与。","listText":"<a href=\"https://laohu8.com/S/APEX\">$APEX Global Solutions Limited(APEX)$ </a> 这家看着还行，我觉得可以参与。","text":"$APEX Global Solutions Limited(APEX)$ 这家看着还行，我觉得可以参与。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483092613144672","isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481744921682768,"gmtCreate":1758637293210,"gmtModify":1758637295127,"author":{"id":"3541765006323354","authorId":"3541765006323354","name":"飞天招财猫牛市版","avatar":"https://static.tigerbbs.com/c8171ae4aa9072555c1bd4ae444f7725","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541765006323354","authorIdStr":"3541765006323354"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PAPA\">$Papa Medical Inc(PAPA)$ </a> 啥时候不是待定可以申？这支行业有爆炒的空间。","listText":"<a href=\"https://laohu8.com/S/PAPA\">$Papa Medical Inc(PAPA)$ </a> 啥时候不是待定可以申？这支行业有爆炒的空间。","text":"$Papa Medical Inc(PAPA)$ 啥时候不是待定可以申？这支行业有爆炒的空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481744921682768","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481737437315184,"gmtCreate":1758635745899,"gmtModify":1758635747677,"author":{"id":"3541765006323354","authorId":"3541765006323354","name":"飞天招财猫牛市版","avatar":"https://static.tigerbbs.com/c8171ae4aa9072555c1bd4ae444f7725","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541765006323354","authorIdStr":"3541765006323354"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a> 含中量高的地方，就越内卷，工作是、创业是、打新也是，赚钱也就越难，这句话的含金量还在不断提升。","listText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a> 含中量高的地方，就越内卷，工作是、创业是、打新也是，赚钱也就越难，这句话的含金量还在不断提升。","text":"$紫金黄金国际(02259)$ 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0股…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477905904853176","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916872920,"gmtCreate":1579392693760,"gmtModify":1704339694269,"author":{"id":"3541765006323354","authorId":"3541765006323354","name":"飞天招财猫牛市版","avatar":"https://static.tigerbbs.com/c8171ae4aa9072555c1bd4ae444f7725","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541765006323354","authorIdStr":"3541765006323354"},"themes":[],"htmlText":"Mark~","listText":"Mark~","text":"Mark~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/916872920","repostId":"937922872","repostType":1,"repost":{"id":937922872,"gmtCreate":1574700692787,"gmtModify":1704728347183,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"真是港股圈","avatar":"https://static.tigerbbs.com/ecdf784ac4b6eb627d1f2c8c45171e32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"高瓴资本全球生物医疗行业布局的赛道解析","htmlText":"作者：海榕君 来源：海榕财富风险投研(ID: hairongtouyan) 高瓴资本擅长投资医疗，消费，TMT,高端制造 四个行业，赛道的长期逻辑决定了整体估值，具体选择什么赛道依赖 大格局的投研。 19年高瓴资本在医疗行业的布局特别多，我前面虽然也在多篇文章里面介绍了高瓴选择什么赛道和可能的投资逻辑，但是比较分散，不易把握，我今天梳理总结一下。 高瓴资本在美股市场的医药公司布局： 如果是孤立的跟踪探寻高瓴资本在全球二级医疗赛道的投资痕迹不一定能看懂其中的投资逻辑，那么放在一起经过应该可以看出来了。 高瓴资本主要重仓中国的创新药赛道(包括第一梯队的创新药公司+CRO/CMO创新药卖铲子的公司)+ 不受医保控费影响 “金眼银牙铜骨头”医疗器械和辅助行业。 一、创新药赛道 1. 美股创新药赛道和仿制药赛道市值对比 美股市场有效性非常强，大于100亿美金公司由各个投行专业分析师跟踪定价，可以认为 市值=价值，通过市值大小对比可以判断出不同赛道的公司商业价值 。 美股的创新药赛道： ①罗氏(收购基因泰克) 2600亿美金 ②默沙东(NYSE:MRK) 2200亿美金 ③辉瑞(NYSE:PFE) 2000亿美金 ④安进(NASDAQ:AMGN) 1400亿美金 ④百时美施贵宝(NYSE:BMY) 900亿美金 美股的仿制药赛道： ①梯瓦制药(NYSE:TEVA) 110亿 美金 $梯瓦制药(TEVA)$ $辉瑞(PFE)$ $安进(AMGN)$ ②迈兰制药 (NASDAQ:MYL) 90亿美金 以上7家公司都是全球著名的创新药和仿制药公司， 创新药公司赛道和仿制药公司赛道市值差了一个数量级，创新药赛道的商业价值远远超过仿制药赛道。 2. 中国医保正经历从“支付仿制药”到“支付创新药”过程 先看一个数据： 美国创新药10%的量，拿走70%的营收，仿制药90%的量，只拿走30%","listText":"作者：海榕君 来源：海榕财富风险投研(ID: hairongtouyan) 高瓴资本擅长投资医疗，消费，TMT,高端制造 四个行业，赛道的长期逻辑决定了整体估值，具体选择什么赛道依赖 大格局的投研。 19年高瓴资本在医疗行业的布局特别多，我前面虽然也在多篇文章里面介绍了高瓴选择什么赛道和可能的投资逻辑，但是比较分散，不易把握，我今天梳理总结一下。 高瓴资本在美股市场的医药公司布局： 如果是孤立的跟踪探寻高瓴资本在全球二级医疗赛道的投资痕迹不一定能看懂其中的投资逻辑，那么放在一起经过应该可以看出来了。 高瓴资本主要重仓中国的创新药赛道(包括第一梯队的创新药公司+CRO/CMO创新药卖铲子的公司)+ 不受医保控费影响 “金眼银牙铜骨头”医疗器械和辅助行业。 一、创新药赛道 1. 美股创新药赛道和仿制药赛道市值对比 美股市场有效性非常强，大于100亿美金公司由各个投行专业分析师跟踪定价，可以认为 市值=价值，通过市值大小对比可以判断出不同赛道的公司商业价值 。 美股的创新药赛道： ①罗氏(收购基因泰克) 2600亿美金 ②默沙东(NYSE:MRK) 2200亿美金 ③辉瑞(NYSE:PFE) 2000亿美金 ④安进(NASDAQ:AMGN) 1400亿美金 ④百时美施贵宝(NYSE:BMY) 900亿美金 美股的仿制药赛道： ①梯瓦制药(NYSE:TEVA) 110亿 美金 $梯瓦制药(TEVA)$ $辉瑞(PFE)$ $安进(AMGN)$ ②迈兰制药 (NASDAQ:MYL) 90亿美金 以上7家公司都是全球著名的创新药和仿制药公司， 创新药公司赛道和仿制药公司赛道市值差了一个数量级，创新药赛道的商业价值远远超过仿制药赛道。 2. 中国医保正经历从“支付仿制药”到“支付创新药”过程 先看一个数据： 美国创新药10%的量，拿走70%的营收，仿制药90%的量，只拿走30%","text":"作者：海榕君 来源：海榕财富风险投研(ID: hairongtouyan) 高瓴资本擅长投资医疗，消费，TMT,高端制造 四个行业，赛道的长期逻辑决定了整体估值，具体选择什么赛道依赖 大格局的投研。 19年高瓴资本在医疗行业的布局特别多，我前面虽然也在多篇文章里面介绍了高瓴选择什么赛道和可能的投资逻辑，但是比较分散，不易把握，我今天梳理总结一下。 高瓴资本在美股市场的医药公司布局： 如果是孤立的跟踪探寻高瓴资本在全球二级医疗赛道的投资痕迹不一定能看懂其中的投资逻辑，那么放在一起经过应该可以看出来了。 高瓴资本主要重仓中国的创新药赛道(包括第一梯队的创新药公司+CRO/CMO创新药卖铲子的公司)+ 不受医保控费影响 “金眼银牙铜骨头”医疗器械和辅助行业。 一、创新药赛道 1. 美股创新药赛道和仿制药赛道市值对比 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