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飞天招财猫牛市版
10-01 22:54
$Agroz Inc(AGRZ)$
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
09-14
$Papa Medical Inc(PAPA)$
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
09-23
$紫金黄金国际(02259)$
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
09-30
$Agroz Inc(AGRZ)$
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
$Agroz Inc(AGRZ)$
预计高点4.4-4.8,然后破发。
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
09-11
$Gemini Space Station, Inc.(GEMI)$
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
09-14
$Agroz Inc(AGRZ)$
没有打新这支的吗?
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
09-29
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
09-12
$Gemini Space Station, Inc.(GEMI)$
0股…
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
2020-01-19
Mark~
@真是港股圈:高瓴资本全球生物医疗行业布局的赛道解析
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
09-20
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
09-12
40.5
飞天招财猫牛市版
2020-12-28
这篇文章不错,转发给大家看
抱歉,原内容已删除
飞天招财猫牛市版
2020-12-24
这篇文章不错,转发给大家看
@老虎专刊:【年度盘点】2020年十大最赚钱的港股IPO!
去老虎APP查看更多动态
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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":179,"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":952,"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":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483092613144672","isVote":1,"tweetType":1,"viewCount":1006,"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":"$Papa Medical Inc(PAPA)$ 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TOP2:明源云——地产SaaS霸主! 首日涨幅:86% 每手盈利:14207港元 SaaS是软件即服务,是当今科技界的黄金赛道。明源云的产品主要是设计地产软件,帮助开发商进行供应链采购、成本管理和搭建销售系统。 云计算时代的来临,让明源云的SaaS业务大爆发,2017年至2019年的营收复合增速达到了68.8%! 身处黄金赛道和业绩高速增长,明源云吸引了高瓴资本在内的一众机构大佬抢食!上市之后,股价首日大涨86%,每手盈利14207港元,上市至今涨幅达到了182%,妥妥的大牛股! TOP3:欧康维视生物-B——眼科赛道可以为所欲为! 首日涨幅:152% 每手盈利:11171港元 在医疗股投资中有这样一句名言:金眼银牙铜骨头!说的是眼科赛道是金子、牙科赛道是白银,而骨科赛道只","listText":"东流逝水,光阴似箭,动荡的2020年迎来尾声。回顾这一年,诸事皆不凡。 港股IPO市场在这一年同样波澜壮阔,互联网大厂网易、京东纷纷二次回港上市,消费和医药板块新股大放异彩,蚂蚁集团从大张旗鼓到折戟沉沙,这一年,我们见证了太多的历史! 站在当下,回顾这一年港股最赚钱的十大IPO个股,我们或许能得到些许启示。 考虑到小盘股多成妖,因此,本文将筛选标准划定在50亿港币市值以上新股,以每手首日盈利额排序,以便客观有效。 TOP1:思摩尔国际——年度赚钱王! 首日涨幅:150% 每手盈利:18600港元 思摩尔的上市万众瞩目,其前身麦克韦尔曾在新三板上市,在挂牌的3年内,股价上涨了十倍有余! 作为电子烟代工龙头,其客户主要为日本烟草、英美烟草等国际巨头,随着电子烟席卷全球的东风来临,思摩尔净利润连年大增,2019年已经达到21.7亿。 劲爆的业绩让思摩尔上市首日大涨150%,一手盈利金额达到了18600港元,创下2020年新股盈利金额之最。上市之后,思摩尔股价节节攀升,截止12月22日,其涨幅达到了343%! TOP2:明源云——地产SaaS霸主! 首日涨幅:86% 每手盈利:14207港元 SaaS是软件即服务,是当今科技界的黄金赛道。明源云的产品主要是设计地产软件,帮助开发商进行供应链采购、成本管理和搭建销售系统。 云计算时代的来临,让明源云的SaaS业务大爆发,2017年至2019年的营收复合增速达到了68.8%! 身处黄金赛道和业绩高速增长,明源云吸引了高瓴资本在内的一众机构大佬抢食!上市之后,股价首日大涨86%,每手盈利14207港元,上市至今涨幅达到了182%,妥妥的大牛股! TOP3:欧康维视生物-B——眼科赛道可以为所欲为! 首日涨幅:152% 每手盈利:11171港元 在医疗股投资中有这样一句名言:金眼银牙铜骨头!说的是眼科赛道是金子、牙科赛道是白银,而骨科赛道只","text":"东流逝水,光阴似箭,动荡的2020年迎来尾声。回顾这一年,诸事皆不凡。 港股IPO市场在这一年同样波澜壮阔,互联网大厂网易、京东纷纷二次回港上市,消费和医药板块新股大放异彩,蚂蚁集团从大张旗鼓到折戟沉沙,这一年,我们见证了太多的历史! 站在当下,回顾这一年港股最赚钱的十大IPO个股,我们或许能得到些许启示。 考虑到小盘股多成妖,因此,本文将筛选标准划定在50亿港币市值以上新股,以每手首日盈利额排序,以便客观有效。 TOP1:思摩尔国际——年度赚钱王! 首日涨幅:150% 每手盈利:18600港元 思摩尔的上市万众瞩目,其前身麦克韦尔曾在新三板上市,在挂牌的3年内,股价上涨了十倍有余! 作为电子烟代工龙头,其客户主要为日本烟草、英美烟草等国际巨头,随着电子烟席卷全球的东风来临,思摩尔净利润连年大增,2019年已经达到21.7亿。 劲爆的业绩让思摩尔上市首日大涨150%,一手盈利金额达到了18600港元,创下2020年新股盈利金额之最。上市之后,思摩尔股价节节攀升,截止12月22日,其涨幅达到了343%! TOP2:明源云——地产SaaS霸主! 首日涨幅:86% 每手盈利:14207港元 SaaS是软件即服务,是当今科技界的黄金赛道。明源云的产品主要是设计地产软件,帮助开发商进行供应链采购、成本管理和搭建销售系统。 云计算时代的来临,让明源云的SaaS业务大爆发,2017年至2019年的营收复合增速达到了68.8%! 身处黄金赛道和业绩高速增长,明源云吸引了高瓴资本在内的一众机构大佬抢食!上市之后,股价首日大涨86%,每手盈利14207港元,上市至今涨幅达到了182%,妥妥的大牛股! TOP3:欧康维视生物-B——眼科赛道可以为所欲为! 首日涨幅:152% 每手盈利:11171港元 在医疗股投资中有这样一句名言:金眼银牙铜骨头!说的是眼科赛道是金子、牙科赛道是白银,而骨科赛道只","images":[{"img":"https://static.tigerbbs.com/02f39fe80434bfa73b9865988268e331","width":"1304","height":"642"},{"img":"https://static.tigerbbs.com/81f222e8a561d5ec4439ba1db4d00092","width":"1300","height":"654"},{"img":"https://static.tigerbbs.com/e70b2e78251b339c5b4b66ba7fc00af6","width":"1301","height":"643"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339010288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975969835,"gmtCreate":1600421356427,"gmtModify":1703821564610,"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":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975969835","repostId":"972215959","repostType":1,"repost":{"id":972215959,"gmtCreate":1600247781271,"gmtModify":1703820875861,"author":{"id":"3473925363713083","authorId":"3473925363713083","name":"一拳投资超人","avatar":"https://static.tigerbbs.com/99a6426fd374ff77b1620690f4b84559","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473925363713083","authorIdStr":"3473925363713083"},"themes":[],"title":"嘉和生物-B背书阵容强大,跟着基石大佬去吃肉!","htmlText":"下半年港股生物科技领域打新焦点嘉和生物-B,本周通过港交所主板聆讯,预计9月22-25日公开招股。公司自2007年创立,是一家正在进入商业化的生物制药公司,专注于肿瘤及自身免疫药物的研发及商业化。嘉和生物加有后缀“-B”,这是为什么呢?因为港交所为了向投资者提示「未盈利的生物科技」上市公司风险,要求上市公司在其股票简称后添加特别的标记「-B」。作为一家“-B”类公司,嘉和生物成立12年至今未盈利,公司目前尚无获准用于商业销售的产品,也未自产品销售中产生任何收益。公司主要的收入来源是通过按服务收费合同向客户提供研究及制造服务产生收益。截至2018年及2019年12月31日止年度,公司的全面亏损总额分别为人民币2.88亿元及人民币5.23亿元。这样一家没有盈利的生物医药公司,还能成为港股市场的\"香饽饽\"吗?其实,嘉和生物-B还是相当有看点,甚至有大肉票的潜质。投资亮点1、研发出靶向通路且极具潜力的候选药物嘉和生物的商业化目前已经起步,公司已成功研发出靶向通路且极具潜力的候选药物,涵盖全球前三大肿瘤靶标及十款畅销药物中的五款,仅2020年下半年就有三项产品预计实现商业化,很有看点。据招股书披露,嘉和生物建立了由15款靶向候选药物组成的产品管线,在亚洲正进行超过18项临床试验,预计未来12至18个月内将向国家药监局提交三项NDA及向国家药监局及美国食药监局提交多项IND。公司已为针对乳腺癌的各种疗法(包括靶向周期蛋白依赖性激酶4/6(CDK4/6)候选药物及一组先进的靶向HER2人表皮生长因子2(HER2)候选药物)以及针对多种肿瘤适应症的靶向程序性细胞死亡蛋白(PD-1)候选药物制定系统及综合的开发计划。公司已筹划四款在研关键候选药物,均体现该战略重点及证实具有巨大的商业潜力,其中包括(i)GB491(有望成为治疗后雌激素受体阳性(HR+)╱HER2乳腺癌的同类产品中最佳的口服周","listText":"下半年港股生物科技领域打新焦点嘉和生物-B,本周通过港交所主板聆讯,预计9月22-25日公开招股。公司自2007年创立,是一家正在进入商业化的生物制药公司,专注于肿瘤及自身免疫药物的研发及商业化。嘉和生物加有后缀“-B”,这是为什么呢?因为港交所为了向投资者提示「未盈利的生物科技」上市公司风险,要求上市公司在其股票简称后添加特别的标记「-B」。作为一家“-B”类公司,嘉和生物成立12年至今未盈利,公司目前尚无获准用于商业销售的产品,也未自产品销售中产生任何收益。公司主要的收入来源是通过按服务收费合同向客户提供研究及制造服务产生收益。截至2018年及2019年12月31日止年度,公司的全面亏损总额分别为人民币2.88亿元及人民币5.23亿元。这样一家没有盈利的生物医药公司,还能成为港股市场的\"香饽饽\"吗?其实,嘉和生物-B还是相当有看点,甚至有大肉票的潜质。投资亮点1、研发出靶向通路且极具潜力的候选药物嘉和生物的商业化目前已经起步,公司已成功研发出靶向通路且极具潜力的候选药物,涵盖全球前三大肿瘤靶标及十款畅销药物中的五款,仅2020年下半年就有三项产品预计实现商业化,很有看点。据招股书披露,嘉和生物建立了由15款靶向候选药物组成的产品管线,在亚洲正进行超过18项临床试验,预计未来12至18个月内将向国家药监局提交三项NDA及向国家药监局及美国食药监局提交多项IND。公司已为针对乳腺癌的各种疗法(包括靶向周期蛋白依赖性激酶4/6(CDK4/6)候选药物及一组先进的靶向HER2人表皮生长因子2(HER2)候选药物)以及针对多种肿瘤适应症的靶向程序性细胞死亡蛋白(PD-1)候选药物制定系统及综合的开发计划。公司已筹划四款在研关键候选药物,均体现该战略重点及证实具有巨大的商业潜力,其中包括(i)GB491(有望成为治疗后雌激素受体阳性(HR+)╱HER2乳腺癌的同类产品中最佳的口服周","text":"下半年港股生物科技领域打新焦点嘉和生物-B,本周通过港交所主板聆讯,预计9月22-25日公开招股。公司自2007年创立,是一家正在进入商业化的生物制药公司,专注于肿瘤及自身免疫药物的研发及商业化。嘉和生物加有后缀“-B”,这是为什么呢?因为港交所为了向投资者提示「未盈利的生物科技」上市公司风险,要求上市公司在其股票简称后添加特别的标记「-B」。作为一家“-B”类公司,嘉和生物成立12年至今未盈利,公司目前尚无获准用于商业销售的产品,也未自产品销售中产生任何收益。公司主要的收入来源是通过按服务收费合同向客户提供研究及制造服务产生收益。截至2018年及2019年12月31日止年度,公司的全面亏损总额分别为人民币2.88亿元及人民币5.23亿元。这样一家没有盈利的生物医药公司,还能成为港股市场的\"香饽饽\"吗?其实,嘉和生物-B还是相当有看点,甚至有大肉票的潜质。投资亮点1、研发出靶向通路且极具潜力的候选药物嘉和生物的商业化目前已经起步,公司已成功研发出靶向通路且极具潜力的候选药物,涵盖全球前三大肿瘤靶标及十款畅销药物中的五款,仅2020年下半年就有三项产品预计实现商业化,很有看点。据招股书披露,嘉和生物建立了由15款靶向候选药物组成的产品管线,在亚洲正进行超过18项临床试验,预计未来12至18个月内将向国家药监局提交三项NDA及向国家药监局及美国食药监局提交多项IND。公司已为针对乳腺癌的各种疗法(包括靶向周期蛋白依赖性激酶4/6(CDK4/6)候选药物及一组先进的靶向HER2人表皮生长因子2(HER2)候选药物)以及针对多种肿瘤适应症的靶向程序性细胞死亡蛋白(PD-1)候选药物制定系统及综合的开发计划。公司已筹划四款在研关键候选药物,均体现该战略重点及证实具有巨大的商业潜力,其中包括(i)GB491(有望成为治疗后雌激素受体阳性(HR+)╱HER2乳腺癌的同类产品中最佳的口服周","images":[{"img":"https://static.tigerbbs.com/9ae7077bd6a89aa6121fa048bf710ae5","width":"672","height":"512"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972215959","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"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","crmLe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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 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%","images":[{"img":"https://static.tigerbbs.com/7c82bf135b1ac85db634197071b974f4"},{"img":"https://static.tigerbbs.com/2d2cdf51afe140e6ea90921f82d539ac"},{"img":"https://static.tigerbbs.com/16081a9108246842c816974fb139b9c2"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937922872","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[{"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]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~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]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~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]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"EN","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 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港股IPO市场在这一年同样波澜壮阔,互联网大厂网易、京东纷纷二次回港上市,消费和医药板块新股大放异彩,蚂蚁集团从大张旗鼓到折戟沉沙,这一年,我们见证了太多的历史! 站在当下,回顾这一年港股最赚钱的十大IPO个股,我们或许能得到些许启示。 考虑到小盘股多成妖,因此,本文将筛选标准划定在50亿港币市值以上新股,以每手首日盈利额排序,以便客观有效。 TOP1:思摩尔国际——年度赚钱王! 首日涨幅:150% 每手盈利:18600港元 思摩尔的上市万众瞩目,其前身麦克韦尔曾在新三板上市,在挂牌的3年内,股价上涨了十倍有余! 作为电子烟代工龙头,其客户主要为日本烟草、英美烟草等国际巨头,随着电子烟席卷全球的东风来临,思摩尔净利润连年大增,2019年已经达到21.7亿。 劲爆的业绩让思摩尔上市首日大涨150%,一手盈利金额达到了18600港元,创下2020年新股盈利金额之最。上市之后,思摩尔股价节节攀升,截止12月22日,其涨幅达到了343%! TOP2:明源云——地产SaaS霸主! 首日涨幅:86% 每手盈利:14207港元 SaaS是软件即服务,是当今科技界的黄金赛道。明源云的产品主要是设计地产软件,帮助开发商进行供应链采购、成本管理和搭建销售系统。 云计算时代的来临,让明源云的SaaS业务大爆发,2017年至2019年的营收复合增速达到了68.8%! 身处黄金赛道和业绩高速增长,明源云吸引了高瓴资本在内的一众机构大佬抢食!上市之后,股价首日大涨86%,每手盈利14207港元,上市至今涨幅达到了182%,妥妥的大牛股! TOP3:欧康维视生物-B——眼科赛道可以为所欲为! 首日涨幅:152% 每手盈利:11171港元 在医疗股投资中有这样一句名言:金眼银牙铜骨头!说的是眼科赛道是金子、牙科赛道是白银,而骨科赛道只","listText":"东流逝水,光阴似箭,动荡的2020年迎来尾声。回顾这一年,诸事皆不凡。 港股IPO市场在这一年同样波澜壮阔,互联网大厂网易、京东纷纷二次回港上市,消费和医药板块新股大放异彩,蚂蚁集团从大张旗鼓到折戟沉沙,这一年,我们见证了太多的历史! 站在当下,回顾这一年港股最赚钱的十大IPO个股,我们或许能得到些许启示。 考虑到小盘股多成妖,因此,本文将筛选标准划定在50亿港币市值以上新股,以每手首日盈利额排序,以便客观有效。 TOP1:思摩尔国际——年度赚钱王! 首日涨幅:150% 每手盈利:18600港元 思摩尔的上市万众瞩目,其前身麦克韦尔曾在新三板上市,在挂牌的3年内,股价上涨了十倍有余! 作为电子烟代工龙头,其客户主要为日本烟草、英美烟草等国际巨头,随着电子烟席卷全球的东风来临,思摩尔净利润连年大增,2019年已经达到21.7亿。 劲爆的业绩让思摩尔上市首日大涨150%,一手盈利金额达到了18600港元,创下2020年新股盈利金额之最。上市之后,思摩尔股价节节攀升,截止12月22日,其涨幅达到了343%! TOP2:明源云——地产SaaS霸主! 首日涨幅:86% 每手盈利:14207港元 SaaS是软件即服务,是当今科技界的黄金赛道。明源云的产品主要是设计地产软件,帮助开发商进行供应链采购、成本管理和搭建销售系统。 云计算时代的来临,让明源云的SaaS业务大爆发,2017年至2019年的营收复合增速达到了68.8%! 身处黄金赛道和业绩高速增长,明源云吸引了高瓴资本在内的一众机构大佬抢食!上市之后,股价首日大涨86%,每手盈利14207港元,上市至今涨幅达到了182%,妥妥的大牛股! TOP3:欧康维视生物-B——眼科赛道可以为所欲为! 首日涨幅:152% 每手盈利:11171港元 在医疗股投资中有这样一句名言:金眼银牙铜骨头!说的是眼科赛道是金子、牙科赛道是白银,而骨科赛道只","text":"东流逝水,光阴似箭,动荡的2020年迎来尾声。回顾这一年,诸事皆不凡。 港股IPO市场在这一年同样波澜壮阔,互联网大厂网易、京东纷纷二次回港上市,消费和医药板块新股大放异彩,蚂蚁集团从大张旗鼓到折戟沉沙,这一年,我们见证了太多的历史! 站在当下,回顾这一年港股最赚钱的十大IPO个股,我们或许能得到些许启示。 考虑到小盘股多成妖,因此,本文将筛选标准划定在50亿港币市值以上新股,以每手首日盈利额排序,以便客观有效。 TOP1:思摩尔国际——年度赚钱王! 首日涨幅:150% 每手盈利:18600港元 思摩尔的上市万众瞩目,其前身麦克韦尔曾在新三板上市,在挂牌的3年内,股价上涨了十倍有余! 作为电子烟代工龙头,其客户主要为日本烟草、英美烟草等国际巨头,随着电子烟席卷全球的东风来临,思摩尔净利润连年大增,2019年已经达到21.7亿。 劲爆的业绩让思摩尔上市首日大涨150%,一手盈利金额达到了18600港元,创下2020年新股盈利金额之最。上市之后,思摩尔股价节节攀升,截止12月22日,其涨幅达到了343%! TOP2:明源云——地产SaaS霸主! 首日涨幅:86% 每手盈利:14207港元 SaaS是软件即服务,是当今科技界的黄金赛道。明源云的产品主要是设计地产软件,帮助开发商进行供应链采购、成本管理和搭建销售系统。 云计算时代的来临,让明源云的SaaS业务大爆发,2017年至2019年的营收复合增速达到了68.8%! 身处黄金赛道和业绩高速增长,明源云吸引了高瓴资本在内的一众机构大佬抢食!上市之后,股价首日大涨86%,每手盈利14207港元,上市至今涨幅达到了182%,妥妥的大牛股! 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