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2021-09-01

Good

抱歉，原内容已删除

2021-08-14

Cut off lost?

2021-08-14

Baba. Chance?

2021-08-11

Right

@格隆汇:汽车之家为何获多家大行看多？何时终结“水逆”？

2021-07-23

Good...

2021-07-23

$Autohome(ATHM)$ok

2021-07-23

$Alibaba(BABA)$good

2021-07-20

$Autohome(ATHM)$hmmmm

2021-07-11

$Autohome(ATHM)$Faith in Autohome

2021-06-26

$Alibaba(BABA)$soaring

2021-06-24

$Alibaba(BABA)$Baba up

2021-06-24

$Alibaba(BABA)$finally

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Chance?","images":[{"img":"https://static.tigerbbs.com/92c401d50f47b70bfa636c1edb6fa14c","width":"1080","height":"2591"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897206735","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892920362,"gmtCreate":1628635231656,"gmtModify":1631889869708,"author":{"id":"3586326413844453","authorId":"3586326413844453","name":"zihaokuek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586326413844453","authorIdStr":"3586326413844453"},"themes":[],"htmlText":"Right","listText":"Right","text":"Right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892920362","repostId":"898378144","repostType":1,"repost":{"id":898378144,"gmtCreate":1628475737388,"gmtModify":1630571342411,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"汽车之家为何获多家大行看多？何时终结“水逆”？","htmlText":"近一年来，中概股经历了“上天入地”颇为魔幻的现实历程，尤其是在最近一个月，在国内共享出行龙头安全审查“蝴蝶效应”、反垄断闸刀落下、教育“双减”政策等持续影响下，中概股受重挫接连几日上演跳水行情，市场甚至喊出了股灾的声音，中概可谓“内外承压”，科技板块堪称大型“蹦极现场”，表现尤为惨烈。图一：近一年美国上市的中概股与A股的表现对比(来源：WIND，平安证券研究所)图二：近一年来美股和港股上市的中国科技企业股价走势(来源：WIND，平安证券研究所)以教育板块为例，近期，受义务教育“双减”政策出台消息影响，新东方、好未来教育、高途等教育类中概股全线重挫，多数公司较年内高位已经跌去约90%。目前正当中报窗口期，尽管中概股市场“草木皆兵”，基本面扎实的标的更受青睐。其中，汽车之家(2518.HK/ATHM.US)在近日接连获得包括中金、德意志银行、Jefferies、汇丰在内的多家大行看多。图三：大行最新评级及目标价(来源：网络公开资料)汽车之家于21年3月完成二次归港上市，并交出了一份亮眼的一季报。财报显示，今年一季度，公司实现总营收为18.4亿元(人民币，单位下同)，同比增长19.1%；调整后净利润为7.3亿元，增长13.7%。具体业务来看，在线营销及其他收入为5.4亿元，同比增长74.0%，其中数据产品收入同比增长64.9%。尽管新能源车产业正处高光时刻，但受到疫情及近期中概股面临的监管不确定性上升，加之“芯片荒”持续，车市整体下行压力犹在，在此背景下，汽车之家港美股均随大市持续下跌。其中，美股股价创近四年来的低点。此时，身处“逆风”中的汽车之家获多家大行看多，背后都有哪些重要的逻辑与判断？其又何时可以迎来翻盘？不妨来简单拆解下：中金认为，虽车市景气度下行，传统业务承压，但数据产品稳中蓄力，且战略升级如期推进。具体而言，在其看来，考虑到主机厂广告预算收紧和市场竞争加剧，预计公司","listText":"近一年来，中概股经历了“上天入地”颇为魔幻的现实历程，尤其是在最近一个月，在国内共享出行龙头安全审查“蝴蝶效应”、反垄断闸刀落下、教育“双减”政策等持续影响下，中概股受重挫接连几日上演跳水行情，市场甚至喊出了股灾的声音，中概可谓“内外承压”，科技板块堪称大型“蹦极现场”，表现尤为惨烈。图一：近一年美国上市的中概股与A股的表现对比(来源：WIND，平安证券研究所)图二：近一年来美股和港股上市的中国科技企业股价走势(来源：WIND，平安证券研究所)以教育板块为例，近期，受义务教育“双减”政策出台消息影响，新东方、好未来教育、高途等教育类中概股全线重挫，多数公司较年内高位已经跌去约90%。目前正当中报窗口期，尽管中概股市场“草木皆兵”，基本面扎实的标的更受青睐。其中，汽车之家(2518.HK/ATHM.US)在近日接连获得包括中金、德意志银行、Jefferies、汇丰在内的多家大行看多。图三：大行最新评级及目标价(来源：网络公开资料)汽车之家于21年3月完成二次归港上市，并交出了一份亮眼的一季报。财报显示，今年一季度，公司实现总营收为18.4亿元(人民币，单位下同)，同比增长19.1%；调整后净利润为7.3亿元，增长13.7%。具体业务来看，在线营销及其他收入为5.4亿元，同比增长74.0%，其中数据产品收入同比增长64.9%。尽管新能源车产业正处高光时刻，但受到疫情及近期中概股面临的监管不确定性上升，加之“芯片荒”持续，车市整体下行压力犹在，在此背景下，汽车之家港美股均随大市持续下跌。其中，美股股价创近四年来的低点。此时，身处“逆风”中的汽车之家获多家大行看多，背后都有哪些重要的逻辑与判断？其又何时可以迎来翻盘？不妨来简单拆解下：中金认为，虽车市景气度下行，传统业务承压，但数据产品稳中蓄力，且战略升级如期推进。具体而言，在其看来，考虑到主机厂广告预算收紧和市场竞争加剧，预计公司","text":"近一年来，中概股经历了“上天入地”颇为魔幻的现实历程，尤其是在最近一个月，在国内共享出行龙头安全审查“蝴蝶效应”、反垄断闸刀落下、教育“双减”政策等持续影响下，中概股受重挫接连几日上演跳水行情，市场甚至喊出了股灾的声音，中概可谓“内外承压”，科技板块堪称大型“蹦极现场”，表现尤为惨烈。图一：近一年美国上市的中概股与A股的表现对比(来源：WIND，平安证券研究所)图二：近一年来美股和港股上市的中国科技企业股价走势(来源：WIND，平安证券研究所)以教育板块为例，近期，受义务教育“双减”政策出台消息影响，新东方、好未来教育、高途等教育类中概股全线重挫，多数公司较年内高位已经跌去约90%。目前正当中报窗口期，尽管中概股市场“草木皆兵”，基本面扎实的标的更受青睐。其中，汽车之家(2518.HK/ATHM.US)在近日接连获得包括中金、德意志银行、Jefferies、汇丰在内的多家大行看多。图三：大行最新评级及目标价(来源：网络公开资料)汽车之家于21年3月完成二次归港上市，并交出了一份亮眼的一季报。财报显示，今年一季度，公司实现总营收为18.4亿元(人民币，单位下同)，同比增长19.1%；调整后净利润为7.3亿元，增长13.7%。具体业务来看，在线营销及其他收入为5.4亿元，同比增长74.0%，其中数据产品收入同比增长64.9%。尽管新能源车产业正处高光时刻，但受到疫情及近期中概股面临的监管不确定性上升，加之“芯片荒”持续，车市整体下行压力犹在，在此背景下，汽车之家港美股均随大市持续下跌。其中，美股股价创近四年来的低点。此时，身处“逆风”中的汽车之家获多家大行看多，背后都有哪些重要的逻辑与判断？其又何时可以迎来翻盘？不妨来简单拆解下：中金认为，虽车市景气度下行，传统业务承压，但数据产品稳中蓄力，且战略升级如期推进。具体而言，在其看来，考虑到主机厂广告预算收紧和市场竞争加剧，预计公司","images":[{"img":"https://static.tigerbbs.com/bd6d20c1f67ff2b8bdef548368121321","width":"370","height":"250"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898378144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172421812,"gmtCreate":1626977185136,"gmtModify":1631889869709,"author":{"id":"3586326413844453","authorId":"3586326413844453","name":"zihaokuek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586326413844453","authorIdStr":"3586326413844453"},"themes":[],"htmlText":"Good...","listText":"Good...","text":"Good...","images":[{"img":"https://static.tigerbbs.com/f1a9aa4e52ffe69bc237875585c819e0","width":"1080","height":"2393"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172421812","isVote":1,"tweetType":1,"viewCount":541,"a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