+关注
再碰期权是狗
暂无个人介绍
IP属地：江苏
29
关注
0
粉丝
0
主题
0
勋章
主贴
热门
再碰期权是狗
05-08
这篇文章不错，转发给大家看看
@美股解毒师:2025年来标普500最强成分股：为何这10家公司成为市场宠儿？
再碰期权是狗
03-20
$小米集团-W(01810)$
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3585631372787802","uuid":"3585631372787802","gmtCreate":1622597802760,"gmtModify":1742593003967,"name":"再碰期权是狗","pinyin":"zpqqsgzaipengqiquanshigou","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/735ca08ef7f4b9e4f464692af1bdb9ac","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":29,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.17","exceedPercentage":"80.47%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.23","exceedPercentage":"93.44%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":12,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":432548638974192,"gmtCreate":1746636121043,"gmtModify":1746636579554,"author":{"id":"3585631372787802","authorId":"3585631372787802","name":"再碰期权是狗","avatar":"https://static.tigerbbs.com/735ca08ef7f4b9e4f464692af1bdb9ac","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585631372787802","authorIdStr":"3585631372787802"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432548638974192","repostId":"432489640956136","repostType":1,"repost":{"id":432489640956136,"gmtCreate":1746591188663,"gmtModify":1746597110927,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"2025年来标普500最强成分股：为何这10家公司成为市场宠儿？","htmlText":"今年以来（至5月6日收盘）， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 指数中表现最好的10家公司如下。虽然大科技公司(Magnificent 7)集体缺席，但也不乏行业亮点。1. 这些公司均为细分领域领导者（如CVS在药品零售、PM在烟草转型、UBER在出行领域、VZ在电信、CRWD在网络安全等）。2. 业绩都超预期，Earnings基本都实现两位数增长，且多数上调全年指引。3. 与市场主题契合：医疗、黄金、AI、复苏等主题受资金追捧4. 同时也有估值修复的因素，部分个股2024年超跌后，2025年业绩改善推动反弹。1. CVS Health <a href=\"https://laohu8.com/S/CVS\">$西维斯健康(CVS)$</a>业绩表现：2025年Q1：收入945.88亿美元（同比+6.96%），净利润17.82亿美元（同比+58.54%），每股收益1.41美元（去年同期0.88美元）。2024年全年：收入3726.92亿美元，净利润46.14亿美元，毛利率提升至13.8%。股价表现：2025年迄今上涨50.93%（截至2025年5月6日），2024年全年下跌40.77%。成功原因医疗成本优化：保险业务（Aetna）医疗费用比率从90.4%降至87.3%，盈利能力改善。药房服务增长：Caremark部门收入增长7.9%，GLP-1减肥药Wegovy合作扩大覆盖。战略调整：退出ACA个人市场以聚焦盈利业务，同时上调2025年EPS指引至6.00-6.20美元。2. Newmont <a href=\"https://laohu8.com/S/NEM\">$纽曼矿业(NEM)$</a>业绩表现2025年Q1：营收48.71亿美元（同比+21.7%），净利润18.91亿美元（同比+1038%），黄金产","listText":"今年以来（至5月6日收盘）， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 指数中表现最好的10家公司如下。虽然大科技公司(Magnificent 7)集体缺席，但也不乏行业亮点。1. 这些公司均为细分领域领导者（如CVS在药品零售、PM在烟草转型、UBER在出行领域、VZ在电信、CRWD在网络安全等）。2. 业绩都超预期，Earnings基本都实现两位数增长，且多数上调全年指引。3. 与市场主题契合：医疗、黄金、AI、复苏等主题受资金追捧4. 同时也有估值修复的因素，部分个股2024年超跌后，2025年业绩改善推动反弹。1. CVS Health <a href=\"https://laohu8.com/S/CVS\">$西维斯健康(CVS)$</a>业绩表现：2025年Q1：收入945.88亿美元（同比+6.96%），净利润17.82亿美元（同比+58.54%），每股收益1.41美元（去年同期0.88美元）。2024年全年：收入3726.92亿美元，净利润46.14亿美元，毛利率提升至13.8%。股价表现：2025年迄今上涨50.93%（截至2025年5月6日），2024年全年下跌40.77%。成功原因医疗成本优化：保险业务（Aetna）医疗费用比率从90.4%降至87.3%，盈利能力改善。药房服务增长：Caremark部门收入增长7.9%，GLP-1减肥药Wegovy合作扩大覆盖。战略调整：退出ACA个人市场以聚焦盈利业务，同时上调2025年EPS指引至6.00-6.20美元。2. Newmont <a href=\"https://laohu8.com/S/NEM\">$纽曼矿业(NEM)$</a>业绩表现2025年Q1：营收48.71亿美元（同比+21.7%），净利润18.91亿美元（同比+1038%），黄金产","text":"今年以来（至5月6日收盘）， $标普500(.SPX)$ 指数中表现最好的10家公司如下。虽然大科技公司(Magnificent 7)集体缺席，但也不乏行业亮点。1. 这些公司均为细分领域领导者（如CVS在药品零售、PM在烟草转型、UBER在出行领域、VZ在电信、CRWD在网络安全等）。2. 业绩都超预期，Earnings基本都实现两位数增长，且多数上调全年指引。3. 与市场主题契合：医疗、黄金、AI、复苏等主题受资金追捧4. 同时也有估值修复的因素，部分个股2024年超跌后，2025年业绩改善推动反弹。1. CVS Health $西维斯健康(CVS)$业绩表现：2025年Q1：收入945.88亿美元（同比+6.96%），净利润17.82亿美元（同比+58.54%），每股收益1.41美元（去年同期0.88美元）。2024年全年：收入3726.92亿美元，净利润46.14亿美元，毛利率提升至13.8%。股价表现：2025年迄今上涨50.93%（截至2025年5月6日），2024年全年下跌40.77%。成功原因医疗成本优化：保险业务（Aetna）医疗费用比率从90.4%降至87.3%，盈利能力改善。药房服务增长：Caremark部门收入增长7.9%，GLP-1减肥药Wegovy合作扩大覆盖。战略调整：退出ACA个人市场以聚焦盈利业务，同时上调2025年EPS指引至6.00-6.20美元。2. Newmont $纽曼矿业(NEM)$业绩表现2025年Q1：营收48.71亿美元（同比+21.7%），净利润18.91亿美元（同比+1038%），黄金产","images":[{"img":"https://static.tigerbbs.com/40ea43f0061f48cec33953ea2f491b9f"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432489640956136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415477077733376,"gmtCreate":1742445514260,"gmtModify":1742450669269,"author":{"id":"3585631372787802","authorId":"3585631372787802","name":"再碰期权是狗","avatar":"https://static.tigerbbs.com/735ca08ef7f4b9e4f464692af1bdb9ac","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585631372787802","authorIdStr":"3585631372787802"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","text":"$小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/83d1b028d9b3765833b6043bfa40ff6e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415477077733376","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":432548638974192,"gmtCreate":1746636121043,"gmtModify":1746636579554,"author":{"id":"3585631372787802","authorId":"3585631372787802","name":"再碰期权是狗","avatar":"https://static.tigerbbs.com/735ca08ef7f4b9e4f464692af1bdb9ac","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585631372787802","authorIdStr":"3585631372787802"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432548638974192","repostId":"432489640956136","repostType":1,"repost":{"id":432489640956136,"gmtCreate":1746591188663,"gmtModify":1746597110927,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"2025年来标普500最强成分股：为何这10家公司成为市场宠儿？","htmlText":"今年以来（至5月6日收盘）， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 指数中表现最好的10家公司如下。虽然大科技公司(Magnificent 7)集体缺席，但也不乏行业亮点。1. 这些公司均为细分领域领导者（如CVS在药品零售、PM在烟草转型、UBER在出行领域、VZ在电信、CRWD在网络安全等）。2. 业绩都超预期，Earnings基本都实现两位数增长，且多数上调全年指引。3. 与市场主题契合：医疗、黄金、AI、复苏等主题受资金追捧4. 同时也有估值修复的因素，部分个股2024年超跌后，2025年业绩改善推动反弹。1. CVS Health <a href=\"https://laohu8.com/S/CVS\">$西维斯健康(CVS)$</a>业绩表现：2025年Q1：收入945.88亿美元（同比+6.96%），净利润17.82亿美元（同比+58.54%），每股收益1.41美元（去年同期0.88美元）。2024年全年：收入3726.92亿美元，净利润46.14亿美元，毛利率提升至13.8%。股价表现：2025年迄今上涨50.93%（截至2025年5月6日），2024年全年下跌40.77%。成功原因医疗成本优化：保险业务（Aetna）医疗费用比率从90.4%降至87.3%，盈利能力改善。药房服务增长：Caremark部门收入增长7.9%，GLP-1减肥药Wegovy合作扩大覆盖。战略调整：退出ACA个人市场以聚焦盈利业务，同时上调2025年EPS指引至6.00-6.20美元。2. Newmont <a href=\"https://laohu8.com/S/NEM\">$纽曼矿业(NEM)$</a>业绩表现2025年Q1：营收48.71亿美元（同比+21.7%），净利润18.91亿美元（同比+1038%），黄金产","listText":"今年以来（至5月6日收盘）， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 指数中表现最好的10家公司如下。虽然大科技公司(Magnificent 7)集体缺席，但也不乏行业亮点。1. 这些公司均为细分领域领导者（如CVS在药品零售、PM在烟草转型、UBER在出行领域、VZ在电信、CRWD在网络安全等）。2. 业绩都超预期，Earnings基本都实现两位数增长，且多数上调全年指引。3. 与市场主题契合：医疗、黄金、AI、复苏等主题受资金追捧4. 同时也有估值修复的因素，部分个股2024年超跌后，2025年业绩改善推动反弹。1. CVS Health <a href=\"https://laohu8.com/S/CVS\">$西维斯健康(CVS)$</a>业绩表现：2025年Q1：收入945.88亿美元（同比+6.96%），净利润17.82亿美元（同比+58.54%），每股收益1.41美元（去年同期0.88美元）。2024年全年：收入3726.92亿美元，净利润46.14亿美元，毛利率提升至13.8%。股价表现：2025年迄今上涨50.93%（截至2025年5月6日），2024年全年下跌40.77%。成功原因医疗成本优化：保险业务（Aetna）医疗费用比率从90.4%降至87.3%，盈利能力改善。药房服务增长：Caremark部门收入增长7.9%，GLP-1减肥药Wegovy合作扩大覆盖。战略调整：退出ACA个人市场以聚焦盈利业务，同时上调2025年EPS指引至6.00-6.20美元。2. Newmont <a href=\"https://laohu8.com/S/NEM\">$纽曼矿业(NEM)$</a>业绩表现2025年Q1：营收48.71亿美元（同比+21.7%），净利润18.91亿美元（同比+1038%），黄金产","text":"今年以来（至5月6日收盘）， $标普500(.SPX)$ 指数中表现最好的10家公司如下。虽然大科技公司(Magnificent 7)集体缺席，但也不乏行业亮点。1. 这些公司均为细分领域领导者（如CVS在药品零售、PM在烟草转型、UBER在出行领域、VZ在电信、CRWD在网络安全等）。2. 业绩都超预期，Earnings基本都实现两位数增长，且多数上调全年指引。3. 与市场主题契合：医疗、黄金、AI、复苏等主题受资金追捧4. 同时也有估值修复的因素，部分个股2024年超跌后，2025年业绩改善推动反弹。1. CVS Health $西维斯健康(CVS)$业绩表现：2025年Q1：收入945.88亿美元（同比+6.96%），净利润17.82亿美元（同比+58.54%），每股收益1.41美元（去年同期0.88美元）。2024年全年：收入3726.92亿美元，净利润46.14亿美元，毛利率提升至13.8%。股价表现：2025年迄今上涨50.93%（截至2025年5月6日），2024年全年下跌40.77%。成功原因医疗成本优化：保险业务（Aetna）医疗费用比率从90.4%降至87.3%，盈利能力改善。药房服务增长：Caremark部门收入增长7.9%，GLP-1减肥药Wegovy合作扩大覆盖。战略调整：退出ACA个人市场以聚焦盈利业务，同时上调2025年EPS指引至6.00-6.20美元。2. Newmont $纽曼矿业(NEM)$业绩表现2025年Q1：营收48.71亿美元（同比+21.7%），净利润18.91亿美元（同比+1038%），黄金产","images":[{"img":"https://static.tigerbbs.com/40ea43f0061f48cec33953ea2f491b9f"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432489640956136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415477077733376,"gmtCreate":1742445514260,"gmtModify":1742450669269,"author":{"id":"3585631372787802","authorId":"3585631372787802","name":"再碰期权是狗","avatar":"https://static.tigerbbs.com/735ca08ef7f4b9e4f464692af1bdb9ac","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585631372787802","authorIdStr":"3585631372787802"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","text":"$小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/83d1b028d9b3765833b6043bfa40ff6e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415477077733376","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
