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2021-12-22

Alibaba[smile]

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2021-10-18

Tigr growth rate is still more than 100%. Yoy. Remember that.

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2021-08-05

[得意]

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2021-07-18

[财迷]

@牛唐:医药板块速评（2021.07.16）

2021-07-12

[微笑]

@市值观察:再度面临核心出走，中芯国际还能稳得住吗

2021-07-02

[微笑] //@小镇做T家: $维珍银河(SPCE)$维珍的方案牛逼在哪里呢？很多人不知道。这艘飞船即便失去动力，也能靠自身优秀的空气动力学特征滑翔回地面，基本没有摔死的可能（其他竞争对手的飞船失去动力就意味着100%死亡率），所以如果你有经济实力想上太空，你会选择哪家？

@小镇做T家:维珍银河可以上车了！$维珍银河(SPCE)$去年12月份的时候，我写文章深度分析这家公司，结论是维珍无论是技术方案还是商业模式，对其他太空旅行公司（蓝色起源、SpaceX、俄航天局）基本是降维打击，因为只有维珍银河的方案可以实现太空旅行在价格上的“白菜价”化以及安全上的“高安全边际”化。目前维珍已经拿到全球第一个民营航天发射许可，在商业化层面，已经遥遥领先竞争对手。目前市值只有113亿美元，可以说每次回调都是上车机会。

2021-06-16

[开心]

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2021-06-14

[开心]

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2021-06-13

$Altimeter Growth Corp.(AGC)$[财迷]

2021-06-12

[微笑]

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2021-06-12

[开心]

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2021-06-08

Nio guys

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2021-06-07

[财迷]

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2021-06-06

[微笑]

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2021-06-06

Why not. Market it still relatively small compared to futu

@Visology:$Tiger Brokers(TIGR)$ can it hit $35?

2021-06-06

Ttm

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2021-06-04

[微笑]

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2021-06-01

[得意]

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2021-05-31

Fomo if coming again

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2021-05-29

Latest earning still growing revenue more than 100% [愤怒]

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与GXGX合并上市，是否值得配置？<a target=\"_blank\" href=\"https://laohu8.com/S/GXGX\">$GX Acquisition(GXGX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/02382\">$舜宇光学科技(02382)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;XBI在周五平收，未来两天横盘微幅震荡的可能性较大，继续大幅下跌的可能性降低。但横盘之后，下跌的概率依然较大。大部分小药股的市值处于估值的中下水平，甚至处于现金价值附近，但抄底建议谨慎，激进的球友可以考虑低频次（每周一次）、低仓位（如每周1%）的方式逐步逢低建仓，我们预计在9月中下旬的ESMO会议召开之前，医药板块没有整体性的行情。一、持仓标的更新1、XENE（成长股，核心仓位）短期内，会在17和18.5之间震荡，向上突破需要企业释放利好，继续持仓；2、BCYC（成长股，核心仓位）33是近期上涨之后的底部，上周我们有锁利1/4仓位，激进的球友也可以等等，如果哪天收跌33之下，可以再考虑减持。3、TCON（成长股，核心仓位）市值已经比较便宜了","listText":"本期内容提示：1、阿尔海默兹会议召开在即，相关概念股仓位是走是留？2、下半年，哪些医药细分领域值得布局？3、细胞疗法公司Celularity 与GXGX合并上市，是否值得配置？<a target=\"_blank\" href=\"https://laohu8.com/S/GXGX\">$GX Acquisition(GXGX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/02382\">$舜宇光学科技(02382)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;XBI在周五平收，未来两天横盘微幅震荡的可能性较大，继续大幅下跌的可能性降低。但横盘之后，下跌的概率依然较大。大部分小药股的市值处于估值的中下水平，甚至处于现金价值附近，但抄底建议谨慎，激进的球友可以考虑低频次（每周一次）、低仓位（如每周1%）的方式逐步逢低建仓，我们预计在9月中下旬的ESMO会议召开之前，医药板块没有整体性的行情。一、持仓标的更新1、XENE（成长股，核心仓位）短期内，会在17和18.5之间震荡，向上突破需要企业释放利好，继续持仓；2、BCYC（成长股，核心仓位）33是近期上涨之后的底部，上周我们有锁利1/4仓位，激进的球友也可以等等，如果哪天收跌33之下，可以再考虑减持。3、TCON（成长股，核心仓位）市值已经比较便宜了","text":"本期内容提示：1、阿尔海默兹会议召开在即，相关概念股仓位是走是留？2、下半年，哪些医药细分领域值得布局？3、细胞疗法公司Celularity 与GXGX合并上市，是否值得配置？$GX Acquisition(GXGX)$ $美团-W(03690)$ $小米集团-W(01810)$ $舜宇光学科技(02382)$ $滴滴(DIDI)$ XBI在周五平收，未来两天横盘微幅震荡的可能性较大，继续大幅下跌的可能性降低。但横盘之后，下跌的概率依然较大。大部分小药股的市值处于估值的中下水平，甚至处于现金价值附近，但抄底建议谨慎，激进的球友可以考虑低频次（每周一次）、低仓位（如每周1%）的方式逐步逢低建仓，我们预计在9月中下旬的ESMO会议召开之前，医药板块没有整体性的行情。一、持仓标的更新1、XENE（成长股，核心仓位）短期内，会在17和18.5之间震荡，向上突破需要企业释放利好，继续持仓；2、BCYC（成长股，核心仓位）33是近期上涨之后的底部，上周我们有锁利1/4仓位，激进的球友也可以等等，如果哪天收跌33之下，可以再考虑减持。3、TCON（成长股，核心仓位）市值已经比较便宜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173325122","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146128197,"gmtCreate":1626060416119,"gmtModify":1633930522732,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561528639144665","authorIdStr":"3561528639144665"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146128197","repostId":"146128044","repostType":1,"repost":{"id":146128044,"gmtCreate":1626060400288,"gmtModify":1744854720935,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570081676918603","authorIdStr":"3570081676918603"},"themes":[],"title":"再度面临核心出走，中芯国际还能稳得住吗","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：赛文 编辑：小市妹&nbsp; &nbsp; &nbsp; &nbsp;7月4日晚间，中芯国际发布公告，在公司工作20年的核心技术人员、技术研发副总裁吴金刚辞职。而就在一周前的临时股东大会上，公司刚刚决议通过分配给吴金刚16万股限制性股票作为激励。&nbsp; &nbsp; &nbsp; &nbsp;此时选择辞职也就自动意味着他无法拿到自己的股票，以当日收盘价58.37元计算，吴金刚放弃的股票市值超过930万元。&nbsp; &nbsp; &nbsp; &nbsp;去年12月，中芯国际就一度因为梁孟松的辞职申请被推上风口浪尖。时隔7个月，中芯国际就要再度面临核心人员出走的境况。&nbsp; &nbsp; &nbsp; &nbsp;究竟是什么原因让在中芯国际工作了20年，已是核心技术人员的吴金刚放弃两百万年薪和市值近千万的股票毅然辞职？核心技术人员的流失对中芯国际会产生怎样的影响？技术人员的流动在行业内又是否普遍？&nbsp; &nbsp; &nbsp; &nbsp;【骨干出走】&nbsp; &nbsp; &nbsp; &nbsp;吴金刚的辞职，外界普遍归因于对待遇的不满。&nbsp; &nbsp; &nbsp; &nbsp;根据5月20日中芯国际最新一期的股权激励计划，吴金刚虽然位列首期授予名单，作为两位核心技术人员之一，获得了公司16万份的限制性股票，占授予限制性股票总数的比例0.21%。但是吴金刚所获的股票比例跟董事会秘书、副总裁郭光莉持平，仅仅为另一位核心技术人员张昕的一半。▲激励计划提及的两位核心技术人员及股票比例&nbsp; &nbsp; &nbsp; &nbsp;现年53岁的吴金刚于2001年加入中芯国际，当时的中芯国际还成立不到一年。此后，吴金刚历任助理总监、总监、资深总监，和技术研发副总裁。&amp;nbs","listText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：赛文 编辑：小市妹&nbsp; &nbsp; &nbsp; &nbsp;7月4日晚间，中芯国际发布公告，在公司工作20年的核心技术人员、技术研发副总裁吴金刚辞职。而就在一周前的临时股东大会上，公司刚刚决议通过分配给吴金刚16万股限制性股票作为激励。&nbsp; &nbsp; &nbsp; &nbsp;此时选择辞职也就自动意味着他无法拿到自己的股票，以当日收盘价58.37元计算，吴金刚放弃的股票市值超过930万元。&nbsp; &nbsp; &nbsp; &nbsp;去年12月，中芯国际就一度因为梁孟松的辞职申请被推上风口浪尖。时隔7个月，中芯国际就要再度面临核心人员出走的境况。&nbsp; &nbsp; &nbsp; &nbsp;究竟是什么原因让在中芯国际工作了20年，已是核心技术人员的吴金刚放弃两百万年薪和市值近千万的股票毅然辞职？核心技术人员的流失对中芯国际会产生怎样的影响？技术人员的流动在行业内又是否普遍？&nbsp; &nbsp; &nbsp; &nbsp;【骨干出走】&nbsp; &nbsp; &nbsp; &nbsp;吴金刚的辞职，外界普遍归因于对待遇的不满。&nbsp; &nbsp; &nbsp; &nbsp;根据5月20日中芯国际最新一期的股权激励计划，吴金刚虽然位列首期授予名单，作为两位核心技术人员之一，获得了公司16万份的限制性股票，占授予限制性股票总数的比例0.21%。但是吴金刚所获的股票比例跟董事会秘书、副总裁郭光莉持平，仅仅为另一位核心技术人员张昕的一半。▲激励计划提及的两位核心技术人员及股票比例&nbsp; &nbsp; &nbsp; &nbsp;现年53岁的吴金刚于2001年加入中芯国际，当时的中芯国际还成立不到一年。此后，吴金刚历任助理总监、总监、资深总监，和技术研发副总裁。&amp;nbs","text":"作者：赛文 编辑：小市妹 7月4日晚间，中芯国际发布公告，在公司工作20年的核心技术人员、技术研发副总裁吴金刚辞职。而就在一周前的临时股东大会上，公司刚刚决议通过分配给吴金刚16万股限制性股票作为激励。 此时选择辞职也就自动意味着他无法拿到自己的股票，以当日收盘价58.37元计算，吴金刚放弃的股票市值超过930万元。 去年12月，中芯国际就一度因为梁孟松的辞职申请被推上风口浪尖。时隔7个月，中芯国际就要再度面临核心人员出走的境况。 究竟是什么原因让在中芯国际工作了20年，已是核心技术人员的吴金刚放弃两百万年薪和市值近千万的股票毅然辞职？核心技术人员的流失对中芯国际会产生怎样的影响？技术人员的流动在行业内又是否普遍？ 【骨干出走】 吴金刚的辞职，外界普遍归因于对待遇的不满。 根据5月20日中芯国际最新一期的股权激励计划，吴金刚虽然位列首期授予名单，作为两位核心技术人员之一，获得了公司16万份的限制性股票，占授予限制性股票总数的比例0.21%。但是吴金刚所获的股票比例跟董事会秘书、副总裁郭光莉持平，仅仅为另一位核心技术人员张昕的一半。▲激励计划提及的两位核心技术人员及股票比例 现年53岁的吴金刚于2001年加入中芯国际，当时的中芯国际还成立不到一年。此后，吴金刚历任助理总监、总监、资深总监，和技术研发副总裁。&nbs","images":[{"img":"https://static.tigerbbs.com/95c25e5f598c8f7edcb70870d3365f89","width":"1487","height":"992"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146128044","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156139205,"gmtCreate":1625200778107,"gmtModify":1633942593663,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561528639144665","authorIdStr":"3561528639144665"},"themes":[],"htmlText":"[微笑]&nbsp;//<a 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