+关注
不同而已
暂无个人介绍
IP属地:河南
5
关注
8
粉丝
0
主题
0
勋章
主贴
热门
不同而已
07-24
$映宇宙(03700)$
计划加大精品化制作,巩固行业领先地位,短剧业务或成第二增长极。
不同而已
07-18
$东阳光长江药业(01558)$
一旦合并上市,按创新药去给估值,未来指日可待
不同而已
07-04
这篇文章不错,转发给大家看看
@港股研究社:小米集团早盘跌超4%:YU7订单超预期
不同而已
07-04
$东阳光长江药业(01558)$
再等你两周,21号之后局面就清晰了
不同而已
07-03
$映宇宙(03700)$
AI技术对于内容生产和创作效率的提高是映宇宙重点关注的方向。
不同而已
07-02
这篇文章不错,转发给大家看看
@Buy_Sell:🎁【7月2日】特斯拉跌超5%,美参院通过“大漂亮”法案,今天买点啥?
不同而已
07-02
这篇文章不错,转发给大家看看
@Trader77:港美股技术面复盘|歇一歇搞点轻松的
不同而已
06-24
这篇文章不错,转发给大家看看
抱歉,原内容已删除
不同而已
06-24
这篇文章不错,转发给大家看看
@创业最前线:美团滴滴背后的芯片玩家拟IPO!华大北斗3年亏5亿,获比亚迪投资
不同而已
06-24
$上美股份(02145)$
618战报,韩束天猫销售额同增46%,京东/唯品会/拼多多销售额分别同增81%/40%/229%,X肽系列总销售额过亿,Newpage销售额同增106%。
不同而已
06-18
这篇文章不错,转发给大家看看
@IPO参考:【#华映科技定增申请未获审核通过#】12月7日消息:华映科技公告,今日中国证监会发审委对公司非公开发行股票的申请进行了审核。根据会议审核结果,公司本次非公开发行股票的申请未获得审核通过。(证券时报)
不同而已
06-18
这篇文章不错,转发给大家看看
@话题虎:GS力推“中国十大杰出公司”!都在等待下注中国,你也看好吗?
不同而已
06-18
$东阳光长江药业(01558)$
6月17日,广东东阳光药业股份有限公司(东阳光药)获得中国证监会境外发行上市备案,计划以介绍方式在香港联合交易所上市。 中国证监会国际合作司当日发布备案通知书,此举标志公司港股IPO监管流程完成,将拓展国际资本渠道。备案基于官方监管要求。
不同而已
06-17
这篇文章不错,转发给大家看看
@降噪NoNoise:高星酒店,集体重估美团
不同而已
06-17
$映宇宙(03700)$
从高位调整已经50%了,这个位置应该有反弹
不同而已
05-29
$东阳光长江药业(01558)$
伊非尼酮III期数据一旦爆了,全球药企排队送钱名场面预定。
不同而已
05-15
$上美股份(02145)$
据青眼情报数据显示,2025年4月抖音美妆类目GMV为175.01亿元。其中,韩束依旧稳居榜首。
不同而已
05-14
$东阳光长江药业(01558)$
与Apollo Therapeutics达成9.38亿美元里程碑协议,自主研发的GLP-1/FGF21双靶点减重药HEC88473进入临床后期,有望切入千亿级全球减肥药市场
不同而已
05-02
$映宇宙(03700)$
AI赋能降本增效,今年业绩应该会更好一些
不同而已
2024-11-12
$东阳光长江药业(01558)$
今天科技股跌,医药涨,资金开始切换了
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4108712309198120","uuid":"4108712309198120","gmtCreate":1645609240351,"gmtModify":1703134143408,"name":"不同而已","pinyin":"bteybutongeryi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":8,"headSize":5,"tweetSize":24,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"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":"2024.11.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"河南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":459935483343016,"gmtCreate":1753326083003,"gmtModify":1753326084120,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>计划加大精品化制作,巩固行业领先地位,短剧业务或成第二增长极。","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>计划加大精品化制作,巩固行业领先地位,短剧业务或成第二增长极。","text":"$映宇宙(03700)$ 计划加大精品化制作,巩固行业领先地位,短剧业务或成第二增长极。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/459935483343016","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457819500970184,"gmtCreate":1752809763614,"gmtModify":1752809764845,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>一旦合并上市,按创新药去给估值,未来指日可待","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>一旦合并上市,按创新药去给估值,未来指日可待","text":"$东阳光长江药业(01558)$ 一旦合并上市,按创新药去给估值,未来指日可待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457819500970184","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452892126245192,"gmtCreate":1751595198977,"gmtModify":1751595200468,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/452892126245192","repostId":"452604003819952","repostType":1,"repost":{"id":452604003819952,"gmtCreate":1751522168283,"gmtModify":1751522181435,"author":{"id":"3516422794850265","authorId":"3516422794850265","name":"港股研究社","avatar":"https://static.tigerbbs.com/6f93253ece299c58b5ce6c809885d9ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516422794850265","authorIdStr":"3516422794850265"},"themes":[],"title":"小米集团早盘跌超4%:YU7订单超预期","htmlText":"港股研究社讯,近日,小米集团-W(01810)股价早盘出现超过4%的显著下跌,截至发稿时,已跌至57.5港元,跌幅4.71%,成交额达到83,79亿港元。 股价的波动与小米创办人雷军对市场关注事项的回应紧密相关。针对外界关于“转单”的质疑,雷军明确表示,SU7转单订单占YU7总订单数的比例不足15%,且绝大多数为新下单。同时,他透露由于国内排队用户众多,小米将优先解决国内交付问题,预计出口计划将延至2027年。 汇丰银行发布的研报对小米YU7的未来表现持乐观态度,预测到2025年9月,YU7累计交付量将达到约5万辆,并将在第四季度实现月度出货率的正常化。基于此,汇丰上调了YU7的出货量预测,这在一定程度上反映了市场对小米新车型的信心。","listText":"港股研究社讯,近日,小米集团-W(01810)股价早盘出现超过4%的显著下跌,截至发稿时,已跌至57.5港元,跌幅4.71%,成交额达到83,79亿港元。 股价的波动与小米创办人雷军对市场关注事项的回应紧密相关。针对外界关于“转单”的质疑,雷军明确表示,SU7转单订单占YU7总订单数的比例不足15%,且绝大多数为新下单。同时,他透露由于国内排队用户众多,小米将优先解决国内交付问题,预计出口计划将延至2027年。 汇丰银行发布的研报对小米YU7的未来表现持乐观态度,预测到2025年9月,YU7累计交付量将达到约5万辆,并将在第四季度实现月度出货率的正常化。基于此,汇丰上调了YU7的出货量预测,这在一定程度上反映了市场对小米新车型的信心。","text":"港股研究社讯,近日,小米集团-W(01810)股价早盘出现超过4%的显著下跌,截至发稿时,已跌至57.5港元,跌幅4.71%,成交额达到83,79亿港元。 股价的波动与小米创办人雷军对市场关注事项的回应紧密相关。针对外界关于“转单”的质疑,雷军明确表示,SU7转单订单占YU7总订单数的比例不足15%,且绝大多数为新下单。同时,他透露由于国内排队用户众多,小米将优先解决国内交付问题,预计出口计划将延至2027年。 汇丰银行发布的研报对小米YU7的未来表现持乐观态度,预测到2025年9月,YU7累计交付量将达到约5万辆,并将在第四季度实现月度出货率的正常化。基于此,汇丰上调了YU7的出货量预测,这在一定程度上反映了市场对小米新车型的信心。","images":[{"img":"https://static.tigerbbs.com/f6ccafeff96110a3a8b9b765dec667a3","width":"1249","height":"797"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452604003819952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452893760360784,"gmtCreate":1751595141420,"gmtModify":1751595142566,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>再等你两周,21号之后局面就清晰了","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>再等你两周,21号之后局面就清晰了","text":"$东阳光长江药业(01558)$ 再等你两周,21号之后局面就清晰了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452893760360784","isVote":1,"tweetType":1,"viewCount":5607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452644032077832,"gmtCreate":1751526461312,"gmtModify":1751595895010,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>AI技术对于内容生产和创作效率的提高是映宇宙重点关注的方向。","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>AI技术对于内容生产和创作效率的提高是映宇宙重点关注的方向。","text":"$映宇宙(03700)$ AI技术对于内容生产和创作效率的提高是映宇宙重点关注的方向。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452644032077832","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452279681442472,"gmtCreate":1751425927139,"gmtModify":1751425929374,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/452279681442472","repostId":"452258783903992","repostType":1,"repost":{"id":452258783903992,"gmtCreate":1751420104766,"gmtModify":1751507354896,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🎁【7月2日】特斯拉跌超5%,美参院通过“大漂亮”法案,今天买点啥?","htmlText":"美股收盘 | 三大指数走势分化,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超5%!<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨超6%,光伏股<a href=\"https://laohu8.com/S/RUN\">Sunrun</a>涨超10%美东时间周二,美股三大指数指数走势分化。截至收盘,道琼斯指数涨0.91%,报44,494.94点;标普500指数跌0.11%,报6,198.01点;纳斯达克指数跌0.82%,报20,202.89点。【热门股】大型科技股多数收跌,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.29%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.08%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.97%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.22%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.49%,Meta跌2.56%,特斯拉跌5.34%。特斯拉股价下跌超5%,此前该公司CEO马斯克与美国总统特朗普因税收支出法案再度爆发争执。Circle Internet收高6.20%,该公司申请在美国设立一家国家信托银行。美参院通过“大漂亮”法案终稿,不含对进口组件新税,光伏股集体走高:Sunrun涨10%,Array涨12.5%,Nextracker涨5.8%,NextEra涨5.2%。【中概股】热门中概股多数上涨,纳斯达克中国金龙指数涨0.20%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.","listText":"美股收盘 | 三大指数走势分化,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超5%!<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨超6%,光伏股<a href=\"https://laohu8.com/S/RUN\">Sunrun</a>涨超10%美东时间周二,美股三大指数指数走势分化。截至收盘,道琼斯指数涨0.91%,报44,494.94点;标普500指数跌0.11%,报6,198.01点;纳斯达克指数跌0.82%,报20,202.89点。【热门股】大型科技股多数收跌,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.29%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.08%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.97%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.22%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.49%,Meta跌2.56%,特斯拉跌5.34%。特斯拉股价下跌超5%,此前该公司CEO马斯克与美国总统特朗普因税收支出法案再度爆发争执。Circle Internet收高6.20%,该公司申请在美国设立一家国家信托银行。美参院通过“大漂亮”法案终稿,不含对进口组件新税,光伏股集体走高:Sunrun涨10%,Array涨12.5%,Nextracker涨5.8%,NextEra涨5.2%。【中概股】热门中概股多数上涨,纳斯达克中国金龙指数涨0.20%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.","text":"美股收盘 | 三大指数走势分化,特斯拉跌超5%!Circle涨超6%,光伏股Sunrun涨超10%美东时间周二,美股三大指数指数走势分化。截至收盘,道琼斯指数涨0.91%,报44,494.94点;标普500指数跌0.11%,报6,198.01点;纳斯达克指数跌0.82%,报20,202.89点。【热门股】大型科技股多数收跌,苹果涨1.29%,微软跌1.08%,英伟达跌2.97%,谷歌跌0.22%,亚马逊涨0.49%,Meta跌2.56%,特斯拉跌5.34%。特斯拉股价下跌超5%,此前该公司CEO马斯克与美国总统特朗普因税收支出法案再度爆发争执。Circle Internet收高6.20%,该公司申请在美国设立一家国家信托银行。美参院通过“大漂亮”法案终稿,不含对进口组件新税,光伏股集体走高:Sunrun涨10%,Array涨12.5%,Nextracker涨5.8%,NextEra涨5.2%。【中概股】热门中概股多数上涨,纳斯达克中国金龙指数涨0.20%,阿里巴巴涨0.","images":[{"img":"https://static.tigerbbs.com/44d033f9b26b2825293666cba1b90387"},{"img":"https://static.tigerbbs.com/abae06cce0ce62488c22a75158ab196c","width":"1176","height":"2789"},{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452258783903992","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":5201,"gmtBegin":1751420247491,"gmtEnd":1751481000800,"type":1,"upper":1,"title":"押注特斯拉今日涨跌幅","choices":[{"id":17692,"sort":1,"name":"涨超3%","userSize":14,"voted":false},{"id":17693,"sort":2,"name":"涨幅小于或等于3%","userSize":10,"voted":false},{"id":17694,"sort":3,"name":"跌幅小于或等于3%","userSize":8,"voted":false},{"id":17695,"sort":4,"name":"跌超3%","userSize":16,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452279906751304,"gmtCreate":1751425911230,"gmtModify":1751425913539,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/452279906751304","repostId":"451791630479736","repostType":1,"repost":{"id":451791630479736,"gmtCreate":1751272558298,"gmtModify":1751273900564,"author":{"id":"4210996486186592","authorId":"4210996486186592","name":"Trader77","avatar":"https://static.tigerbbs.com/81a0ada7d4994f0b55ff25e2d32aaf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210996486186592","authorIdStr":"4210996486186592"},"themes":[],"title":"港美股技术面复盘|歇一歇搞点轻松的","htmlText":"最近一直在做个股的深度研报,讲真,心太累,今天换个节奏,咱们来聊聊技术面的复盘,简单分享下自己的思路。 港股这边,重点说三个: 1.小米还能继续追吗? <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这波自从官宣YU7发布会后,股价整体稳步上涨,虽然涨幅不大,但节奏挺稳的。发布会结束后市场反应相对平淡,符合预期。考虑到小米当前估值也在合理区间内,想像CIRCLE那样暴涨不现实,更多还是做价值长持。 所以,我认为小米短期上冲空间有限,现阶段不适合重仓入场。 ·短线可以搏7月2号直播的交易情绪,或者等确认站稳60港元再考虑入场。 ·长线思路不变,55港元是关键支撑,等回踩到位再考虑布局。 2.泡泡玛特要不要先试试水? <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 虽然让我大赚一笔。但说实话,它这波价格是涨回来一些,不过整体K线结构还是偏弱,震荡市特征明显。技术指标倒有看点,MA均线和MACD都有形成金叉的趋势,属于典型“指标先动、价格后跟”。 我个人倾向小仓位试错,别贪,观察后续成交量和结构走势,真要走出量价齐升,再考虑逐步加码。 3.美团到底跌到头了吗? 整体来看 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 延续弱势下行,整体趋势偏空,但现在位置有点意思。126港元附近正好对应前期箱体低位,属于典型博弈区。 目前均线仍是空头排列,趋势没彻底扭转,但位置杀到这,基本已经接近前低,再往下空间相对有限,市场情绪上也有资金在底部试探。 所以,我认为现阶段谨慎乐观,考虑小仓位低吸做试错,严格控制仓位,别指望一口气反转。后续重点关注两个信号: ·一旦稳住126这个支撑位,短线有望震荡筑底; ·如","listText":"最近一直在做个股的深度研报,讲真,心太累,今天换个节奏,咱们来聊聊技术面的复盘,简单分享下自己的思路。 港股这边,重点说三个: 1.小米还能继续追吗? <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这波自从官宣YU7发布会后,股价整体稳步上涨,虽然涨幅不大,但节奏挺稳的。发布会结束后市场反应相对平淡,符合预期。考虑到小米当前估值也在合理区间内,想像CIRCLE那样暴涨不现实,更多还是做价值长持。 所以,我认为小米短期上冲空间有限,现阶段不适合重仓入场。 ·短线可以搏7月2号直播的交易情绪,或者等确认站稳60港元再考虑入场。 ·长线思路不变,55港元是关键支撑,等回踩到位再考虑布局。 2.泡泡玛特要不要先试试水? <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 虽然让我大赚一笔。但说实话,它这波价格是涨回来一些,不过整体K线结构还是偏弱,震荡市特征明显。技术指标倒有看点,MA均线和MACD都有形成金叉的趋势,属于典型“指标先动、价格后跟”。 我个人倾向小仓位试错,别贪,观察后续成交量和结构走势,真要走出量价齐升,再考虑逐步加码。 3.美团到底跌到头了吗? 整体来看 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 延续弱势下行,整体趋势偏空,但现在位置有点意思。126港元附近正好对应前期箱体低位,属于典型博弈区。 目前均线仍是空头排列,趋势没彻底扭转,但位置杀到这,基本已经接近前低,再往下空间相对有限,市场情绪上也有资金在底部试探。 所以,我认为现阶段谨慎乐观,考虑小仓位低吸做试错,严格控制仓位,别指望一口气反转。后续重点关注两个信号: ·一旦稳住126这个支撑位,短线有望震荡筑底; ·如","text":"最近一直在做个股的深度研报,讲真,心太累,今天换个节奏,咱们来聊聊技术面的复盘,简单分享下自己的思路。 港股这边,重点说三个: 1.小米还能继续追吗? $小米集团-W(01810)$ 这波自从官宣YU7发布会后,股价整体稳步上涨,虽然涨幅不大,但节奏挺稳的。发布会结束后市场反应相对平淡,符合预期。考虑到小米当前估值也在合理区间内,想像CIRCLE那样暴涨不现实,更多还是做价值长持。 所以,我认为小米短期上冲空间有限,现阶段不适合重仓入场。 ·短线可以搏7月2号直播的交易情绪,或者等确认站稳60港元再考虑入场。 ·长线思路不变,55港元是关键支撑,等回踩到位再考虑布局。 2.泡泡玛特要不要先试试水? $泡泡玛特(09992)$ 虽然让我大赚一笔。但说实话,它这波价格是涨回来一些,不过整体K线结构还是偏弱,震荡市特征明显。技术指标倒有看点,MA均线和MACD都有形成金叉的趋势,属于典型“指标先动、价格后跟”。 我个人倾向小仓位试错,别贪,观察后续成交量和结构走势,真要走出量价齐升,再考虑逐步加码。 3.美团到底跌到头了吗? 整体来看 $美团-W(03690)$ 延续弱势下行,整体趋势偏空,但现在位置有点意思。126港元附近正好对应前期箱体低位,属于典型博弈区。 目前均线仍是空头排列,趋势没彻底扭转,但位置杀到这,基本已经接近前低,再往下空间相对有限,市场情绪上也有资金在底部试探。 所以,我认为现阶段谨慎乐观,考虑小仓位低吸做试错,严格控制仓位,别指望一口气反转。后续重点关注两个信号: ·一旦稳住126这个支撑位,短线有望震荡筑底; ·如","images":[{"img":"https://static.tigerbbs.com/f0c5af5095428296d6b6da726c912af4","width":"554","height":"299"},{"img":"https://static.tigerbbs.com/56fc27169783234ecbb53009a75e2ff0","width":"554","height":"302"},{"img":"https://static.tigerbbs.com/d6061569bda8e10211b4641dd56d77e6","width":"553","height":"298"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451791630479736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449354349629976,"gmtCreate":1750732239679,"gmtModify":1750732240487,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449354349629976","repostId":"449171697258808","repostType":1,"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449355186475768,"gmtCreate":1750732208843,"gmtModify":1750732210461,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449355186475768","repostId":"448103966097672","repostType":1,"repost":{"id":448103966097672,"gmtCreate":1750427320103,"gmtModify":1750427642439,"author":{"id":"3517962052348225","authorId":"3517962052348225","name":"创业最前线","avatar":"https://static.tigerbbs.com/eaab45f727bb5f7ffac1f50616975a7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517962052348225","authorIdStr":"3517962052348225"},"themes":[],"title":"美团滴滴背后的芯片玩家拟IPO!华大北斗3年亏5亿,获比亚迪投资","htmlText":"出品 | 创业最前线 作者 | 星空 编辑 | 蛋总 美编 | 邢静 审核 | 颂文 在国产芯片崛起的大背景下,深圳华大北斗科技股份有限公司(以下简称“华大北斗”)作为国内空间定位服务领域的重要参与者,也开启了冲刺IPO之路。 6月12日,华大北斗正式向港交所递交了上市招股书,拟在主板上市,招银国际与平安证券(香港)担任联席保荐人。 华大北斗一方面手握美团单车、哈啰单车及滴滴青桔单车等客户订单,同时也服务于上汽、比亚迪等知名汽车制造商;另外一方面又曾获得过比亚迪、云锋基金、CPE源峰等多家知名机构的投资。 但招股书也揭开了华大北斗的另一面:七成营收依赖低毛利产品,毛利率持续下滑且跌破10%、流动负债激增、三年累计亏损5.23亿元等,都将是华大北斗未来需要直面的经营挑战。 1、美团、哈啰单车是客户,获比亚迪、云锋基金投资 华大北斗的故事始于“国家队”的基因重组,其前身是中国电子信息产业集团旗下中电华大科技的附属公司华大电子的导航芯片业务部门。 2016年11月,中电华大科技预期导航芯片业务的研发投入较大,且公司想要聚焦于自身的智能卡及安全芯片设计业务,于是选择将其导航芯片业务出售。 同年12月,中电光谷(深圳)、深圳安鹏、宁波波导、上海上汽创业投资、上海尚颀等7名创始股东成立了华大北斗,并在2017年3月以1亿元的价格成功收购中电华大科技的导航芯片业务。 如今,华大北斗的董事长、执行董事兼总裁孙中亮,曾任职华大电子的副总经理及导航业务总经理。更早之前,他还曾在同方股份任职过。 华大北斗的CEO是鹿伟,他在2013年到2023年曾在深圳中电港工作,最后职位是萤火工场的总经理。2023年,鹿伟加入华大北斗担任CEO一职。 公司的首席运营官王勇来自**,于2005年到2019年在**任职,主要从事提供信息与通信基础设施及智能终端,最后职位是智能计算产品运营主管。 2019年,王勇从","listText":"出品 | 创业最前线 作者 | 星空 编辑 | 蛋总 美编 | 邢静 审核 | 颂文 在国产芯片崛起的大背景下,深圳华大北斗科技股份有限公司(以下简称“华大北斗”)作为国内空间定位服务领域的重要参与者,也开启了冲刺IPO之路。 6月12日,华大北斗正式向港交所递交了上市招股书,拟在主板上市,招银国际与平安证券(香港)担任联席保荐人。 华大北斗一方面手握美团单车、哈啰单车及滴滴青桔单车等客户订单,同时也服务于上汽、比亚迪等知名汽车制造商;另外一方面又曾获得过比亚迪、云锋基金、CPE源峰等多家知名机构的投资。 但招股书也揭开了华大北斗的另一面:七成营收依赖低毛利产品,毛利率持续下滑且跌破10%、流动负债激增、三年累计亏损5.23亿元等,都将是华大北斗未来需要直面的经营挑战。 1、美团、哈啰单车是客户,获比亚迪、云锋基金投资 华大北斗的故事始于“国家队”的基因重组,其前身是中国电子信息产业集团旗下中电华大科技的附属公司华大电子的导航芯片业务部门。 2016年11月,中电华大科技预期导航芯片业务的研发投入较大,且公司想要聚焦于自身的智能卡及安全芯片设计业务,于是选择将其导航芯片业务出售。 同年12月,中电光谷(深圳)、深圳安鹏、宁波波导、上海上汽创业投资、上海尚颀等7名创始股东成立了华大北斗,并在2017年3月以1亿元的价格成功收购中电华大科技的导航芯片业务。 如今,华大北斗的董事长、执行董事兼总裁孙中亮,曾任职华大电子的副总经理及导航业务总经理。更早之前,他还曾在同方股份任职过。 华大北斗的CEO是鹿伟,他在2013年到2023年曾在深圳中电港工作,最后职位是萤火工场的总经理。2023年,鹿伟加入华大北斗担任CEO一职。 公司的首席运营官王勇来自**,于2005年到2019年在**任职,主要从事提供信息与通信基础设施及智能终端,最后职位是智能计算产品运营主管。 2019年,王勇从","text":"出品 | 创业最前线 作者 | 星空 编辑 | 蛋总 美编 | 邢静 审核 | 颂文 在国产芯片崛起的大背景下,深圳华大北斗科技股份有限公司(以下简称“华大北斗”)作为国内空间定位服务领域的重要参与者,也开启了冲刺IPO之路。 6月12日,华大北斗正式向港交所递交了上市招股书,拟在主板上市,招银国际与平安证券(香港)担任联席保荐人。 华大北斗一方面手握美团单车、哈啰单车及滴滴青桔单车等客户订单,同时也服务于上汽、比亚迪等知名汽车制造商;另外一方面又曾获得过比亚迪、云锋基金、CPE源峰等多家知名机构的投资。 但招股书也揭开了华大北斗的另一面:七成营收依赖低毛利产品,毛利率持续下滑且跌破10%、流动负债激增、三年累计亏损5.23亿元等,都将是华大北斗未来需要直面的经营挑战。 1、美团、哈啰单车是客户,获比亚迪、云锋基金投资 华大北斗的故事始于“国家队”的基因重组,其前身是中国电子信息产业集团旗下中电华大科技的附属公司华大电子的导航芯片业务部门。 2016年11月,中电华大科技预期导航芯片业务的研发投入较大,且公司想要聚焦于自身的智能卡及安全芯片设计业务,于是选择将其导航芯片业务出售。 同年12月,中电光谷(深圳)、深圳安鹏、宁波波导、上海上汽创业投资、上海尚颀等7名创始股东成立了华大北斗,并在2017年3月以1亿元的价格成功收购中电华大科技的导航芯片业务。 如今,华大北斗的董事长、执行董事兼总裁孙中亮,曾任职华大电子的副总经理及导航业务总经理。更早之前,他还曾在同方股份任职过。 华大北斗的CEO是鹿伟,他在2013年到2023年曾在深圳中电港工作,最后职位是萤火工场的总经理。2023年,鹿伟加入华大北斗担任CEO一职。 公司的首席运营官王勇来自**,于2005年到2019年在**任职,主要从事提供信息与通信基础设施及智能终端,最后职位是智能计算产品运营主管。 2019年,王勇从","images":[{"img":"https://static.tigerbbs.com/6a55f89e921e2a70211d0170e6e8e701","width":"1080","height":"609"},{"img":"https://static.tigerbbs.com/0eea3d5b54727de283a996d7b2285851","width":"1008","height":"794"},{"img":"https://static.tigerbbs.com/f4329bada937e7835bdaa1826da159ce","width":"1080","height":"1118"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448103966097672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449353291879024,"gmtCreate":1750732156283,"gmtModify":1750732380668,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>618战报,韩束天猫销售额同增46%,京东/唯品会/拼多多销售额分别同增81%/40%/229%,X肽系列总销售额过亿,Newpage销售额同增106%。","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>618战报,韩束天猫销售额同增46%,京东/唯品会/拼多多销售额分别同增81%/40%/229%,X肽系列总销售额过亿,Newpage销售额同增106%。","text":"$上美股份(02145)$ 618战报,韩束天猫销售额同增46%,京东/唯品会/拼多多销售额分别同增81%/40%/229%,X肽系列总销售额过亿,Newpage销售额同增106%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449353291879024","isVote":1,"tweetType":1,"viewCount":7152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447319228752576,"gmtCreate":1750230467992,"gmtModify":1750230468880,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/447319228752576","repostId":"606165063","repostType":1,"repost":{"id":606165063,"gmtCreate":1638844115098,"gmtModify":1638844115098,"author":{"id":"4094609998215480","authorId":"4094609998215480","name":"IPO参考","avatar":"https://static.tigerbbs.com/04c6c3977d5800ba96209755de92be5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094609998215480","authorIdStr":"4094609998215480"},"themes":[],"htmlText":"【#华映科技定增申请未获审核通过#】12月7日消息:华映科技公告,今日中国证监会发审委对公司非公开发行股票的申请进行了审核。根据会议审核结果,公司本次非公开发行股票的申请未获得审核通过。(证券时报)","listText":"【#华映科技定增申请未获审核通过#】12月7日消息:华映科技公告,今日中国证监会发审委对公司非公开发行股票的申请进行了审核。根据会议审核结果,公司本次非公开发行股票的申请未获得审核通过。(证券时报)","text":"【#华映科技定增申请未获审核通过#】12月7日消息:华映科技公告,今日中国证监会发审委对公司非公开发行股票的申请进行了审核。根据会议审核结果,公司本次非公开发行股票的申请未获得审核通过。(证券时报)","images":[{"img":"https://static.tigerbbs.com/c63ee2c2c5b437b4cc9d4f75ec1948ef","width":"987","height":"700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606165063","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447320478351392,"gmtCreate":1750230423179,"gmtModify":1750230424585,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/447320478351392","repostId":"447038617297144","repostType":1,"repost":{"id":447038617297144,"gmtCreate":1750145650027,"gmtModify":1750145684485,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"GS力推“中国十大杰出公司”!都在等待下注中国,你也看好吗?","htmlText":"上周末,高盛团队引入了“中国十大杰出公司”的一个概念,继续唱多中国资产🔥🔥🔥中国市场头部资产,总市值1.6万亿美元;海外投资者比较关注,占MSCI中国指数的42%;流动性强,每天的成交额有110亿美元;盈利增速预期乐观,当前股价比较合理,13%的EPS增速,对应16倍的市盈率,前瞻PEG为1.1倍;经历了熊市底部反弹后,当前处在修复通道,自2022年低点以来股价已上涨54%,今年以来上涨24%。这些公司就是:“十大杰出企业”,横跨科技、消费、汽车板块,涵盖AI、自主可控、出海等主题,腾讯、阿里、小米、比亚迪、恒瑞医药、美团、携程等公司上榜。高盛把Mag 7提出来对比,主要还是看好中国资产估值重新定价:现在十巨头市值 1.6 万亿美元,16倍的pe,如果能提到“Mag 7” 28.5倍的pe,就还有3000多亿美元的市值增长空间~ 美股为什么牛,就是散户不停在买,只要一跌,散户就会进场抄底。[财迷]而港股这边,近期两次突破24000点,最近自4月8日以来,累计涨幅超20%,这波行情主要还是内地资金在买,但随着牛股频现、IPO市场火爆,A/H溢价率开始不断收窄,港交所也成为了全球最受欢迎的融资市场之一。相信会有越来越多的资金涌入中国市场,现在多数投资者都在等待中国资产出机会~[微笑]大家觉得GS的“十大杰出公司”,有潜力赶上美股“Mag 7”吗?港股如果下半年继续走牛,你会关注哪些领域?评论区分享你的观点或操作策略,一起赢取1000虎币奖励!🎁 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> <","listText":"上周末,高盛团队引入了“中国十大杰出公司”的一个概念,继续唱多中国资产🔥🔥🔥中国市场头部资产,总市值1.6万亿美元;海外投资者比较关注,占MSCI中国指数的42%;流动性强,每天的成交额有110亿美元;盈利增速预期乐观,当前股价比较合理,13%的EPS增速,对应16倍的市盈率,前瞻PEG为1.1倍;经历了熊市底部反弹后,当前处在修复通道,自2022年低点以来股价已上涨54%,今年以来上涨24%。这些公司就是:“十大杰出企业”,横跨科技、消费、汽车板块,涵盖AI、自主可控、出海等主题,腾讯、阿里、小米、比亚迪、恒瑞医药、美团、携程等公司上榜。高盛把Mag 7提出来对比,主要还是看好中国资产估值重新定价:现在十巨头市值 1.6 万亿美元,16倍的pe,如果能提到“Mag 7” 28.5倍的pe,就还有3000多亿美元的市值增长空间~ 美股为什么牛,就是散户不停在买,只要一跌,散户就会进场抄底。[财迷]而港股这边,近期两次突破24000点,最近自4月8日以来,累计涨幅超20%,这波行情主要还是内地资金在买,但随着牛股频现、IPO市场火爆,A/H溢价率开始不断收窄,港交所也成为了全球最受欢迎的融资市场之一。相信会有越来越多的资金涌入中国市场,现在多数投资者都在等待中国资产出机会~[微笑]大家觉得GS的“十大杰出公司”,有潜力赶上美股“Mag 7”吗?港股如果下半年继续走牛,你会关注哪些领域?评论区分享你的观点或操作策略,一起赢取1000虎币奖励!🎁 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> <","text":"上周末,高盛团队引入了“中国十大杰出公司”的一个概念,继续唱多中国资产🔥🔥🔥中国市场头部资产,总市值1.6万亿美元;海外投资者比较关注,占MSCI中国指数的42%;流动性强,每天的成交额有110亿美元;盈利增速预期乐观,当前股价比较合理,13%的EPS增速,对应16倍的市盈率,前瞻PEG为1.1倍;经历了熊市底部反弹后,当前处在修复通道,自2022年低点以来股价已上涨54%,今年以来上涨24%。这些公司就是:“十大杰出企业”,横跨科技、消费、汽车板块,涵盖AI、自主可控、出海等主题,腾讯、阿里、小米、比亚迪、恒瑞医药、美团、携程等公司上榜。高盛把Mag 7提出来对比,主要还是看好中国资产估值重新定价:现在十巨头市值 1.6 万亿美元,16倍的pe,如果能提到“Mag 7” 28.5倍的pe,就还有3000多亿美元的市值增长空间~ 美股为什么牛,就是散户不停在买,只要一跌,散户就会进场抄底。[财迷]而港股这边,近期两次突破24000点,最近自4月8日以来,累计涨幅超20%,这波行情主要还是内地资金在买,但随着牛股频现、IPO市场火爆,A/H溢价率开始不断收窄,港交所也成为了全球最受欢迎的融资市场之一。相信会有越来越多的资金涌入中国市场,现在多数投资者都在等待中国资产出机会~[微笑]大家觉得GS的“十大杰出公司”,有潜力赶上美股“Mag 7”吗?港股如果下半年继续走牛,你会关注哪些领域?评论区分享你的观点或操作策略,一起赢取1000虎币奖励!🎁 $腾讯控股(00700)$ $小米集团-W(01810)$ $比亚迪电子(00285)$ <","images":[{"img":"https://static.tigerbbs.com/66cdf2a30123f89b780863f974d37792"},{"img":"https://static.tigerbbs.com/91eb6a1825aed189272a3d069d5a2bbf"},{"img":"https://static.tigerbbs.com/204530bcce120a742c89c8212978e061"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447038617297144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447319262249064,"gmtCreate":1750230257393,"gmtModify":1750230305754,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a> 6月17日,广东东阳光药业股份有限公司(东阳光药)获得中国证监会境外发行上市备案,计划以介绍方式在香港联合交易所上市。 中国证监会国际合作司当日发布备案通知书,此举标志公司港股IPO监管流程完成,将拓展国际资本渠道。备案基于官方监管要求。","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a> 6月17日,广东东阳光药业股份有限公司(东阳光药)获得中国证监会境外发行上市备案,计划以介绍方式在香港联合交易所上市。 中国证监会国际合作司当日发布备案通知书,此举标志公司港股IPO监管流程完成,将拓展国际资本渠道。备案基于官方监管要求。","text":"$东阳光长江药业(01558)$ 6月17日,广东东阳光药业股份有限公司(东阳光药)获得中国证监会境外发行上市备案,计划以介绍方式在香港联合交易所上市。 中国证监会国际合作司当日发布备案通知书,此举标志公司港股IPO监管流程完成,将拓展国际资本渠道。备案基于官方监管要求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447319262249064","isVote":1,"tweetType":1,"viewCount":4319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447075332055840,"gmtCreate":1750170699841,"gmtModify":1750170700783,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/447075332055840","repostId":"445303616226112","repostType":1,"repost":{"id":445303616226112,"gmtCreate":1749738056204,"gmtModify":1749739108784,"author":{"id":"3514244537648320","authorId":"3514244537648320","name":"降噪NoNoise","avatar":"https://static.tigerbbs.com/16343d1f0ebc512e6a7dcf9c49da674b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514244537648320","authorIdStr":"3514244537648320"},"themes":[],"title":"高星酒店,集体重估美团","htmlText":"「你们能不能也关注一下水深火热的商务男装 ?」 最近资深男装从业者H先生跟我们大吐苦水,他说现在商场商务楼层基本就没有人逛,中档、高档品牌生意集体跳水,「史无前例的那种」。 商旅出行、会议需求的下降,还在持续挤压周边行业。压力无情地传导至所有链条。 基本盘不稳,就得转头找「消费新贵」。所以当高星酒店全面拥抱美团的消息传出,许多人没有很意外。 相比日子美滋滋的中端酒店,高端酒店的苦楚格外浓稠。文旅部的调查数据显示,2020年时中国有850家五星级酒店,但到了2024上半年,数量减少到746家。 如果退回五六年,即便客源减少,高端酒店在地产商主导的地产增值的叙事逻辑中,仍然可以生存无忧。彼时许多高端酒店的职责就是「貌美如花」,用来拉升开发地块的整体价值。 但现在,行业来到结构性拐点。用中国旅游协会副会长兼秘书长张润钢的话说,高端酒店的驱动力已经腾移至「需求」,尤其是新一代消费者的需求。 这是高端酒店们没那么熟悉却又至关重要的领域。因为这部分市场目前处于供不应求的状态,这一点,从万豪去年30%-40%的新开业酒店集中在三四线城市的拓展节奏,便可以略窥一斑。 触达消费新人群的需求如此强烈,高星酒店们开始重新评估美团。当标尺变了,尊贵的万豪会员与「会省也会花」的美团会员之间的区隔,似乎也没那么大。 01 高星酒店也想涨人气儿 高端酒店中,率先盯上美团会员的是万豪。 最近,美团透露了一组数据:美团与万豪国际联合会员体系上线24小时内,万豪在美团上预订量同比增长88%,其中,95后年轻用户的订单增幅超148%。 此外,有七成美团黑钻、黑金会员当日领取了万豪金卡、银卡会员。黑钻、黑金是美团会员体系中最具消费力的人群,对应的年消费额分别为3万元以上、1万元以上。 即时的订单,和未来的新客蓄水池,万豪一举两得。既补齐高星酒店的供给缺口,又让会员价值感拉满,美团也不亏。 从2020年与万豪合作客","listText":"「你们能不能也关注一下水深火热的商务男装 ?」 最近资深男装从业者H先生跟我们大吐苦水,他说现在商场商务楼层基本就没有人逛,中档、高档品牌生意集体跳水,「史无前例的那种」。 商旅出行、会议需求的下降,还在持续挤压周边行业。压力无情地传导至所有链条。 基本盘不稳,就得转头找「消费新贵」。所以当高星酒店全面拥抱美团的消息传出,许多人没有很意外。 相比日子美滋滋的中端酒店,高端酒店的苦楚格外浓稠。文旅部的调查数据显示,2020年时中国有850家五星级酒店,但到了2024上半年,数量减少到746家。 如果退回五六年,即便客源减少,高端酒店在地产商主导的地产增值的叙事逻辑中,仍然可以生存无忧。彼时许多高端酒店的职责就是「貌美如花」,用来拉升开发地块的整体价值。 但现在,行业来到结构性拐点。用中国旅游协会副会长兼秘书长张润钢的话说,高端酒店的驱动力已经腾移至「需求」,尤其是新一代消费者的需求。 这是高端酒店们没那么熟悉却又至关重要的领域。因为这部分市场目前处于供不应求的状态,这一点,从万豪去年30%-40%的新开业酒店集中在三四线城市的拓展节奏,便可以略窥一斑。 触达消费新人群的需求如此强烈,高星酒店们开始重新评估美团。当标尺变了,尊贵的万豪会员与「会省也会花」的美团会员之间的区隔,似乎也没那么大。 01 高星酒店也想涨人气儿 高端酒店中,率先盯上美团会员的是万豪。 最近,美团透露了一组数据:美团与万豪国际联合会员体系上线24小时内,万豪在美团上预订量同比增长88%,其中,95后年轻用户的订单增幅超148%。 此外,有七成美团黑钻、黑金会员当日领取了万豪金卡、银卡会员。黑钻、黑金是美团会员体系中最具消费力的人群,对应的年消费额分别为3万元以上、1万元以上。 即时的订单,和未来的新客蓄水池,万豪一举两得。既补齐高星酒店的供给缺口,又让会员价值感拉满,美团也不亏。 从2020年与万豪合作客","text":"「你们能不能也关注一下水深火热的商务男装 ?」 最近资深男装从业者H先生跟我们大吐苦水,他说现在商场商务楼层基本就没有人逛,中档、高档品牌生意集体跳水,「史无前例的那种」。 商旅出行、会议需求的下降,还在持续挤压周边行业。压力无情地传导至所有链条。 基本盘不稳,就得转头找「消费新贵」。所以当高星酒店全面拥抱美团的消息传出,许多人没有很意外。 相比日子美滋滋的中端酒店,高端酒店的苦楚格外浓稠。文旅部的调查数据显示,2020年时中国有850家五星级酒店,但到了2024上半年,数量减少到746家。 如果退回五六年,即便客源减少,高端酒店在地产商主导的地产增值的叙事逻辑中,仍然可以生存无忧。彼时许多高端酒店的职责就是「貌美如花」,用来拉升开发地块的整体价值。 但现在,行业来到结构性拐点。用中国旅游协会副会长兼秘书长张润钢的话说,高端酒店的驱动力已经腾移至「需求」,尤其是新一代消费者的需求。 这是高端酒店们没那么熟悉却又至关重要的领域。因为这部分市场目前处于供不应求的状态,这一点,从万豪去年30%-40%的新开业酒店集中在三四线城市的拓展节奏,便可以略窥一斑。 触达消费新人群的需求如此强烈,高星酒店们开始重新评估美团。当标尺变了,尊贵的万豪会员与「会省也会花」的美团会员之间的区隔,似乎也没那么大。 01 高星酒店也想涨人气儿 高端酒店中,率先盯上美团会员的是万豪。 最近,美团透露了一组数据:美团与万豪国际联合会员体系上线24小时内,万豪在美团上预订量同比增长88%,其中,95后年轻用户的订单增幅超148%。 此外,有七成美团黑钻、黑金会员当日领取了万豪金卡、银卡会员。黑钻、黑金是美团会员体系中最具消费力的人群,对应的年消费额分别为3万元以上、1万元以上。 即时的订单,和未来的新客蓄水池,万豪一举两得。既补齐高星酒店的供给缺口,又让会员价值感拉满,美团也不亏。 从2020年与万豪合作客","images":[{"img":"https://static.tigerbbs.com/f28d8e94720ab232619e4e5e03ef9710","width":"640","height":"427"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445303616226112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446910487318872,"gmtCreate":1750130375760,"gmtModify":1750130377142,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>从高位调整已经50%了,这个位置应该有反弹","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>从高位调整已经50%了,这个位置应该有反弹","text":"$映宇宙(03700)$ 从高位调整已经50%了,这个位置应该有反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446910487318872","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440095887143680,"gmtCreate":1748484052546,"gmtModify":1748484053857,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>伊非尼酮III期数据一旦爆了,全球药企排队送钱名场面预定。","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>伊非尼酮III期数据一旦爆了,全球药企排队送钱名场面预定。","text":"$东阳光长江药业(01558)$ 伊非尼酮III期数据一旦爆了,全球药企排队送钱名场面预定。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440095887143680","isVote":1,"tweetType":1,"viewCount":4741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435226422858192,"gmtCreate":1747275776014,"gmtModify":1747275777393,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>据青眼情报数据显示,2025年4月抖音美妆类目GMV为175.01亿元。其中,韩束依旧稳居榜首。","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>据青眼情报数据显示,2025年4月抖音美妆类目GMV为175.01亿元。其中,韩束依旧稳居榜首。","text":"$上美股份(02145)$ 据青眼情报数据显示,2025年4月抖音美妆类目GMV为175.01亿元。其中,韩束依旧稳居榜首。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435226422858192","isVote":1,"tweetType":1,"viewCount":7487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434802822217792,"gmtCreate":1747187089014,"gmtModify":1747187090567,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>与Apollo Therapeutics达成9.38亿美元里程碑协议,自主研发的GLP-1/FGF21双靶点减重药HEC88473进入临床后期,有望切入千亿级全球减肥药市场","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>与Apollo Therapeutics达成9.38亿美元里程碑协议,自主研发的GLP-1/FGF21双靶点减重药HEC88473进入临床后期,有望切入千亿级全球减肥药市场","text":"$东阳光长江药业(01558)$ 与Apollo Therapeutics达成9.38亿美元里程碑协议,自主研发的GLP-1/FGF21双靶点减重药HEC88473进入临床后期,有望切入千亿级全球减肥药市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434802822217792","isVote":1,"tweetType":1,"viewCount":4570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430639517733232,"gmtCreate":1746158169099,"gmtModify":1746158170728,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>AI赋能降本增效,今年业绩应该会更好一些","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>AI赋能降本增效,今年业绩应该会更好一些","text":"$映宇宙(03700)$ AI赋能降本增效,今年业绩应该会更好一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430639517733232","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370187219157000,"gmtCreate":1731397232821,"gmtModify":1731397234146,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>今天科技股跌,医药涨,资金开始切换了","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>今天科技股跌,医药涨,资金开始切换了","text":"$东阳光长江药业(01558)$ 今天科技股跌,医药涨,资金开始切换了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370187219157000","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":459935483343016,"gmtCreate":1753326083003,"gmtModify":1753326084120,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>计划加大精品化制作,巩固行业领先地位,短剧业务或成第二增长极。","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>计划加大精品化制作,巩固行业领先地位,短剧业务或成第二增长极。","text":"$映宇宙(03700)$ 计划加大精品化制作,巩固行业领先地位,短剧业务或成第二增长极。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/459935483343016","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452644032077832,"gmtCreate":1751526461312,"gmtModify":1751595895010,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>AI技术对于内容生产和创作效率的提高是映宇宙重点关注的方向。","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>AI技术对于内容生产和创作效率的提高是映宇宙重点关注的方向。","text":"$映宇宙(03700)$ AI技术对于内容生产和创作效率的提高是映宇宙重点关注的方向。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452644032077832","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457819500970184,"gmtCreate":1752809763614,"gmtModify":1752809764845,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>一旦合并上市,按创新药去给估值,未来指日可待","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>一旦合并上市,按创新药去给估值,未来指日可待","text":"$东阳光长江药业(01558)$ 一旦合并上市,按创新药去给估值,未来指日可待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457819500970184","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452892126245192,"gmtCreate":1751595198977,"gmtModify":1751595200468,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/452892126245192","repostId":"452604003819952","repostType":1,"repost":{"id":452604003819952,"gmtCreate":1751522168283,"gmtModify":1751522181435,"author":{"id":"3516422794850265","authorId":"3516422794850265","name":"港股研究社","avatar":"https://static.tigerbbs.com/6f93253ece299c58b5ce6c809885d9ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516422794850265","authorIdStr":"3516422794850265"},"themes":[],"title":"小米集团早盘跌超4%:YU7订单超预期","htmlText":"港股研究社讯,近日,小米集团-W(01810)股价早盘出现超过4%的显著下跌,截至发稿时,已跌至57.5港元,跌幅4.71%,成交额达到83,79亿港元。 股价的波动与小米创办人雷军对市场关注事项的回应紧密相关。针对外界关于“转单”的质疑,雷军明确表示,SU7转单订单占YU7总订单数的比例不足15%,且绝大多数为新下单。同时,他透露由于国内排队用户众多,小米将优先解决国内交付问题,预计出口计划将延至2027年。 汇丰银行发布的研报对小米YU7的未来表现持乐观态度,预测到2025年9月,YU7累计交付量将达到约5万辆,并将在第四季度实现月度出货率的正常化。基于此,汇丰上调了YU7的出货量预测,这在一定程度上反映了市场对小米新车型的信心。","listText":"港股研究社讯,近日,小米集团-W(01810)股价早盘出现超过4%的显著下跌,截至发稿时,已跌至57.5港元,跌幅4.71%,成交额达到83,79亿港元。 股价的波动与小米创办人雷军对市场关注事项的回应紧密相关。针对外界关于“转单”的质疑,雷军明确表示,SU7转单订单占YU7总订单数的比例不足15%,且绝大多数为新下单。同时,他透露由于国内排队用户众多,小米将优先解决国内交付问题,预计出口计划将延至2027年。 汇丰银行发布的研报对小米YU7的未来表现持乐观态度,预测到2025年9月,YU7累计交付量将达到约5万辆,并将在第四季度实现月度出货率的正常化。基于此,汇丰上调了YU7的出货量预测,这在一定程度上反映了市场对小米新车型的信心。","text":"港股研究社讯,近日,小米集团-W(01810)股价早盘出现超过4%的显著下跌,截至发稿时,已跌至57.5港元,跌幅4.71%,成交额达到83,79亿港元。 股价的波动与小米创办人雷军对市场关注事项的回应紧密相关。针对外界关于“转单”的质疑,雷军明确表示,SU7转单订单占YU7总订单数的比例不足15%,且绝大多数为新下单。同时,他透露由于国内排队用户众多,小米将优先解决国内交付问题,预计出口计划将延至2027年。 汇丰银行发布的研报对小米YU7的未来表现持乐观态度,预测到2025年9月,YU7累计交付量将达到约5万辆,并将在第四季度实现月度出货率的正常化。基于此,汇丰上调了YU7的出货量预测,这在一定程度上反映了市场对小米新车型的信心。","images":[{"img":"https://static.tigerbbs.com/f6ccafeff96110a3a8b9b765dec667a3","width":"1249","height":"797"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452604003819952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452893760360784,"gmtCreate":1751595141420,"gmtModify":1751595142566,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>再等你两周,21号之后局面就清晰了","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>再等你两周,21号之后局面就清晰了","text":"$东阳光长江药业(01558)$ 再等你两周,21号之后局面就清晰了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452893760360784","isVote":1,"tweetType":1,"viewCount":5607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452279681442472,"gmtCreate":1751425927139,"gmtModify":1751425929374,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/452279681442472","repostId":"452258783903992","repostType":1,"repost":{"id":452258783903992,"gmtCreate":1751420104766,"gmtModify":1751507354896,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🎁【7月2日】特斯拉跌超5%,美参院通过“大漂亮”法案,今天买点啥?","htmlText":"美股收盘 | 三大指数走势分化,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超5%!<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨超6%,光伏股<a href=\"https://laohu8.com/S/RUN\">Sunrun</a>涨超10%美东时间周二,美股三大指数指数走势分化。截至收盘,道琼斯指数涨0.91%,报44,494.94点;标普500指数跌0.11%,报6,198.01点;纳斯达克指数跌0.82%,报20,202.89点。【热门股】大型科技股多数收跌,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.29%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.08%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.97%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.22%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.49%,Meta跌2.56%,特斯拉跌5.34%。特斯拉股价下跌超5%,此前该公司CEO马斯克与美国总统特朗普因税收支出法案再度爆发争执。Circle Internet收高6.20%,该公司申请在美国设立一家国家信托银行。美参院通过“大漂亮”法案终稿,不含对进口组件新税,光伏股集体走高:Sunrun涨10%,Array涨12.5%,Nextracker涨5.8%,NextEra涨5.2%。【中概股】热门中概股多数上涨,纳斯达克中国金龙指数涨0.20%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.","listText":"美股收盘 | 三大指数走势分化,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超5%!<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨超6%,光伏股<a href=\"https://laohu8.com/S/RUN\">Sunrun</a>涨超10%美东时间周二,美股三大指数指数走势分化。截至收盘,道琼斯指数涨0.91%,报44,494.94点;标普500指数跌0.11%,报6,198.01点;纳斯达克指数跌0.82%,报20,202.89点。【热门股】大型科技股多数收跌,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.29%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.08%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.97%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.22%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.49%,Meta跌2.56%,特斯拉跌5.34%。特斯拉股价下跌超5%,此前该公司CEO马斯克与美国总统特朗普因税收支出法案再度爆发争执。Circle Internet收高6.20%,该公司申请在美国设立一家国家信托银行。美参院通过“大漂亮”法案终稿,不含对进口组件新税,光伏股集体走高:Sunrun涨10%,Array涨12.5%,Nextracker涨5.8%,NextEra涨5.2%。【中概股】热门中概股多数上涨,纳斯达克中国金龙指数涨0.20%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.","text":"美股收盘 | 三大指数走势分化,特斯拉跌超5%!Circle涨超6%,光伏股Sunrun涨超10%美东时间周二,美股三大指数指数走势分化。截至收盘,道琼斯指数涨0.91%,报44,494.94点;标普500指数跌0.11%,报6,198.01点;纳斯达克指数跌0.82%,报20,202.89点。【热门股】大型科技股多数收跌,苹果涨1.29%,微软跌1.08%,英伟达跌2.97%,谷歌跌0.22%,亚马逊涨0.49%,Meta跌2.56%,特斯拉跌5.34%。特斯拉股价下跌超5%,此前该公司CEO马斯克与美国总统特朗普因税收支出法案再度爆发争执。Circle Internet收高6.20%,该公司申请在美国设立一家国家信托银行。美参院通过“大漂亮”法案终稿,不含对进口组件新税,光伏股集体走高:Sunrun涨10%,Array涨12.5%,Nextracker涨5.8%,NextEra涨5.2%。【中概股】热门中概股多数上涨,纳斯达克中国金龙指数涨0.20%,阿里巴巴涨0.","images":[{"img":"https://static.tigerbbs.com/44d033f9b26b2825293666cba1b90387"},{"img":"https://static.tigerbbs.com/abae06cce0ce62488c22a75158ab196c","width":"1176","height":"2789"},{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452258783903992","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":5201,"gmtBegin":1751420247491,"gmtEnd":1751481000800,"type":1,"upper":1,"title":"押注特斯拉今日涨跌幅","choices":[{"id":17692,"sort":1,"name":"涨超3%","userSize":14,"voted":false},{"id":17693,"sort":2,"name":"涨幅小于或等于3%","userSize":10,"voted":false},{"id":17694,"sort":3,"name":"跌幅小于或等于3%","userSize":8,"voted":false},{"id":17695,"sort":4,"name":"跌超3%","userSize":16,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452279906751304,"gmtCreate":1751425911230,"gmtModify":1751425913539,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/452279906751304","repostId":"451791630479736","repostType":1,"repost":{"id":451791630479736,"gmtCreate":1751272558298,"gmtModify":1751273900564,"author":{"id":"4210996486186592","authorId":"4210996486186592","name":"Trader77","avatar":"https://static.tigerbbs.com/81a0ada7d4994f0b55ff25e2d32aaf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210996486186592","authorIdStr":"4210996486186592"},"themes":[],"title":"港美股技术面复盘|歇一歇搞点轻松的","htmlText":"最近一直在做个股的深度研报,讲真,心太累,今天换个节奏,咱们来聊聊技术面的复盘,简单分享下自己的思路。 港股这边,重点说三个: 1.小米还能继续追吗? <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这波自从官宣YU7发布会后,股价整体稳步上涨,虽然涨幅不大,但节奏挺稳的。发布会结束后市场反应相对平淡,符合预期。考虑到小米当前估值也在合理区间内,想像CIRCLE那样暴涨不现实,更多还是做价值长持。 所以,我认为小米短期上冲空间有限,现阶段不适合重仓入场。 ·短线可以搏7月2号直播的交易情绪,或者等确认站稳60港元再考虑入场。 ·长线思路不变,55港元是关键支撑,等回踩到位再考虑布局。 2.泡泡玛特要不要先试试水? <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 虽然让我大赚一笔。但说实话,它这波价格是涨回来一些,不过整体K线结构还是偏弱,震荡市特征明显。技术指标倒有看点,MA均线和MACD都有形成金叉的趋势,属于典型“指标先动、价格后跟”。 我个人倾向小仓位试错,别贪,观察后续成交量和结构走势,真要走出量价齐升,再考虑逐步加码。 3.美团到底跌到头了吗? 整体来看 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 延续弱势下行,整体趋势偏空,但现在位置有点意思。126港元附近正好对应前期箱体低位,属于典型博弈区。 目前均线仍是空头排列,趋势没彻底扭转,但位置杀到这,基本已经接近前低,再往下空间相对有限,市场情绪上也有资金在底部试探。 所以,我认为现阶段谨慎乐观,考虑小仓位低吸做试错,严格控制仓位,别指望一口气反转。后续重点关注两个信号: ·一旦稳住126这个支撑位,短线有望震荡筑底; ·如","listText":"最近一直在做个股的深度研报,讲真,心太累,今天换个节奏,咱们来聊聊技术面的复盘,简单分享下自己的思路。 港股这边,重点说三个: 1.小米还能继续追吗? <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这波自从官宣YU7发布会后,股价整体稳步上涨,虽然涨幅不大,但节奏挺稳的。发布会结束后市场反应相对平淡,符合预期。考虑到小米当前估值也在合理区间内,想像CIRCLE那样暴涨不现实,更多还是做价值长持。 所以,我认为小米短期上冲空间有限,现阶段不适合重仓入场。 ·短线可以搏7月2号直播的交易情绪,或者等确认站稳60港元再考虑入场。 ·长线思路不变,55港元是关键支撑,等回踩到位再考虑布局。 2.泡泡玛特要不要先试试水? <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 虽然让我大赚一笔。但说实话,它这波价格是涨回来一些,不过整体K线结构还是偏弱,震荡市特征明显。技术指标倒有看点,MA均线和MACD都有形成金叉的趋势,属于典型“指标先动、价格后跟”。 我个人倾向小仓位试错,别贪,观察后续成交量和结构走势,真要走出量价齐升,再考虑逐步加码。 3.美团到底跌到头了吗? 整体来看 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 延续弱势下行,整体趋势偏空,但现在位置有点意思。126港元附近正好对应前期箱体低位,属于典型博弈区。 目前均线仍是空头排列,趋势没彻底扭转,但位置杀到这,基本已经接近前低,再往下空间相对有限,市场情绪上也有资金在底部试探。 所以,我认为现阶段谨慎乐观,考虑小仓位低吸做试错,严格控制仓位,别指望一口气反转。后续重点关注两个信号: ·一旦稳住126这个支撑位,短线有望震荡筑底; ·如","text":"最近一直在做个股的深度研报,讲真,心太累,今天换个节奏,咱们来聊聊技术面的复盘,简单分享下自己的思路。 港股这边,重点说三个: 1.小米还能继续追吗? $小米集团-W(01810)$ 这波自从官宣YU7发布会后,股价整体稳步上涨,虽然涨幅不大,但节奏挺稳的。发布会结束后市场反应相对平淡,符合预期。考虑到小米当前估值也在合理区间内,想像CIRCLE那样暴涨不现实,更多还是做价值长持。 所以,我认为小米短期上冲空间有限,现阶段不适合重仓入场。 ·短线可以搏7月2号直播的交易情绪,或者等确认站稳60港元再考虑入场。 ·长线思路不变,55港元是关键支撑,等回踩到位再考虑布局。 2.泡泡玛特要不要先试试水? $泡泡玛特(09992)$ 虽然让我大赚一笔。但说实话,它这波价格是涨回来一些,不过整体K线结构还是偏弱,震荡市特征明显。技术指标倒有看点,MA均线和MACD都有形成金叉的趋势,属于典型“指标先动、价格后跟”。 我个人倾向小仓位试错,别贪,观察后续成交量和结构走势,真要走出量价齐升,再考虑逐步加码。 3.美团到底跌到头了吗? 整体来看 $美团-W(03690)$ 延续弱势下行,整体趋势偏空,但现在位置有点意思。126港元附近正好对应前期箱体低位,属于典型博弈区。 目前均线仍是空头排列,趋势没彻底扭转,但位置杀到这,基本已经接近前低,再往下空间相对有限,市场情绪上也有资金在底部试探。 所以,我认为现阶段谨慎乐观,考虑小仓位低吸做试错,严格控制仓位,别指望一口气反转。后续重点关注两个信号: ·一旦稳住126这个支撑位,短线有望震荡筑底; ·如","images":[{"img":"https://static.tigerbbs.com/f0c5af5095428296d6b6da726c912af4","width":"554","height":"299"},{"img":"https://static.tigerbbs.com/56fc27169783234ecbb53009a75e2ff0","width":"554","height":"302"},{"img":"https://static.tigerbbs.com/d6061569bda8e10211b4641dd56d77e6","width":"553","height":"298"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451791630479736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447319228752576,"gmtCreate":1750230467992,"gmtModify":1750230468880,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/447319228752576","repostId":"606165063","repostType":1,"repost":{"id":606165063,"gmtCreate":1638844115098,"gmtModify":1638844115098,"author":{"id":"4094609998215480","authorId":"4094609998215480","name":"IPO参考","avatar":"https://static.tigerbbs.com/04c6c3977d5800ba96209755de92be5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094609998215480","authorIdStr":"4094609998215480"},"themes":[],"htmlText":"【#华映科技定增申请未获审核通过#】12月7日消息:华映科技公告,今日中国证监会发审委对公司非公开发行股票的申请进行了审核。根据会议审核结果,公司本次非公开发行股票的申请未获得审核通过。(证券时报)","listText":"【#华映科技定增申请未获审核通过#】12月7日消息:华映科技公告,今日中国证监会发审委对公司非公开发行股票的申请进行了审核。根据会议审核结果,公司本次非公开发行股票的申请未获得审核通过。(证券时报)","text":"【#华映科技定增申请未获审核通过#】12月7日消息:华映科技公告,今日中国证监会发审委对公司非公开发行股票的申请进行了审核。根据会议审核结果,公司本次非公开发行股票的申请未获得审核通过。(证券时报)","images":[{"img":"https://static.tigerbbs.com/c63ee2c2c5b437b4cc9d4f75ec1948ef","width":"987","height":"700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606165063","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447320478351392,"gmtCreate":1750230423179,"gmtModify":1750230424585,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/447320478351392","repostId":"447038617297144","repostType":1,"repost":{"id":447038617297144,"gmtCreate":1750145650027,"gmtModify":1750145684485,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"GS力推“中国十大杰出公司”!都在等待下注中国,你也看好吗?","htmlText":"上周末,高盛团队引入了“中国十大杰出公司”的一个概念,继续唱多中国资产🔥🔥🔥中国市场头部资产,总市值1.6万亿美元;海外投资者比较关注,占MSCI中国指数的42%;流动性强,每天的成交额有110亿美元;盈利增速预期乐观,当前股价比较合理,13%的EPS增速,对应16倍的市盈率,前瞻PEG为1.1倍;经历了熊市底部反弹后,当前处在修复通道,自2022年低点以来股价已上涨54%,今年以来上涨24%。这些公司就是:“十大杰出企业”,横跨科技、消费、汽车板块,涵盖AI、自主可控、出海等主题,腾讯、阿里、小米、比亚迪、恒瑞医药、美团、携程等公司上榜。高盛把Mag 7提出来对比,主要还是看好中国资产估值重新定价:现在十巨头市值 1.6 万亿美元,16倍的pe,如果能提到“Mag 7” 28.5倍的pe,就还有3000多亿美元的市值增长空间~ 美股为什么牛,就是散户不停在买,只要一跌,散户就会进场抄底。[财迷]而港股这边,近期两次突破24000点,最近自4月8日以来,累计涨幅超20%,这波行情主要还是内地资金在买,但随着牛股频现、IPO市场火爆,A/H溢价率开始不断收窄,港交所也成为了全球最受欢迎的融资市场之一。相信会有越来越多的资金涌入中国市场,现在多数投资者都在等待中国资产出机会~[微笑]大家觉得GS的“十大杰出公司”,有潜力赶上美股“Mag 7”吗?港股如果下半年继续走牛,你会关注哪些领域?评论区分享你的观点或操作策略,一起赢取1000虎币奖励!🎁 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> <","listText":"上周末,高盛团队引入了“中国十大杰出公司”的一个概念,继续唱多中国资产🔥🔥🔥中国市场头部资产,总市值1.6万亿美元;海外投资者比较关注,占MSCI中国指数的42%;流动性强,每天的成交额有110亿美元;盈利增速预期乐观,当前股价比较合理,13%的EPS增速,对应16倍的市盈率,前瞻PEG为1.1倍;经历了熊市底部反弹后,当前处在修复通道,自2022年低点以来股价已上涨54%,今年以来上涨24%。这些公司就是:“十大杰出企业”,横跨科技、消费、汽车板块,涵盖AI、自主可控、出海等主题,腾讯、阿里、小米、比亚迪、恒瑞医药、美团、携程等公司上榜。高盛把Mag 7提出来对比,主要还是看好中国资产估值重新定价:现在十巨头市值 1.6 万亿美元,16倍的pe,如果能提到“Mag 7” 28.5倍的pe,就还有3000多亿美元的市值增长空间~ 美股为什么牛,就是散户不停在买,只要一跌,散户就会进场抄底。[财迷]而港股这边,近期两次突破24000点,最近自4月8日以来,累计涨幅超20%,这波行情主要还是内地资金在买,但随着牛股频现、IPO市场火爆,A/H溢价率开始不断收窄,港交所也成为了全球最受欢迎的融资市场之一。相信会有越来越多的资金涌入中国市场,现在多数投资者都在等待中国资产出机会~[微笑]大家觉得GS的“十大杰出公司”,有潜力赶上美股“Mag 7”吗?港股如果下半年继续走牛,你会关注哪些领域?评论区分享你的观点或操作策略,一起赢取1000虎币奖励!🎁 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> <","text":"上周末,高盛团队引入了“中国十大杰出公司”的一个概念,继续唱多中国资产🔥🔥🔥中国市场头部资产,总市值1.6万亿美元;海外投资者比较关注,占MSCI中国指数的42%;流动性强,每天的成交额有110亿美元;盈利增速预期乐观,当前股价比较合理,13%的EPS增速,对应16倍的市盈率,前瞻PEG为1.1倍;经历了熊市底部反弹后,当前处在修复通道,自2022年低点以来股价已上涨54%,今年以来上涨24%。这些公司就是:“十大杰出企业”,横跨科技、消费、汽车板块,涵盖AI、自主可控、出海等主题,腾讯、阿里、小米、比亚迪、恒瑞医药、美团、携程等公司上榜。高盛把Mag 7提出来对比,主要还是看好中国资产估值重新定价:现在十巨头市值 1.6 万亿美元,16倍的pe,如果能提到“Mag 7” 28.5倍的pe,就还有3000多亿美元的市值增长空间~ 美股为什么牛,就是散户不停在买,只要一跌,散户就会进场抄底。[财迷]而港股这边,近期两次突破24000点,最近自4月8日以来,累计涨幅超20%,这波行情主要还是内地资金在买,但随着牛股频现、IPO市场火爆,A/H溢价率开始不断收窄,港交所也成为了全球最受欢迎的融资市场之一。相信会有越来越多的资金涌入中国市场,现在多数投资者都在等待中国资产出机会~[微笑]大家觉得GS的“十大杰出公司”,有潜力赶上美股“Mag 7”吗?港股如果下半年继续走牛,你会关注哪些领域?评论区分享你的观点或操作策略,一起赢取1000虎币奖励!🎁 $腾讯控股(00700)$ $小米集团-W(01810)$ $比亚迪电子(00285)$ <","images":[{"img":"https://static.tigerbbs.com/66cdf2a30123f89b780863f974d37792"},{"img":"https://static.tigerbbs.com/91eb6a1825aed189272a3d069d5a2bbf"},{"img":"https://static.tigerbbs.com/204530bcce120a742c89c8212978e061"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447038617297144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447319262249064,"gmtCreate":1750230257393,"gmtModify":1750230305754,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a> 6月17日,广东东阳光药业股份有限公司(东阳光药)获得中国证监会境外发行上市备案,计划以介绍方式在香港联合交易所上市。 中国证监会国际合作司当日发布备案通知书,此举标志公司港股IPO监管流程完成,将拓展国际资本渠道。备案基于官方监管要求。","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a> 6月17日,广东东阳光药业股份有限公司(东阳光药)获得中国证监会境外发行上市备案,计划以介绍方式在香港联合交易所上市。 中国证监会国际合作司当日发布备案通知书,此举标志公司港股IPO监管流程完成,将拓展国际资本渠道。备案基于官方监管要求。","text":"$东阳光长江药业(01558)$ 6月17日,广东东阳光药业股份有限公司(东阳光药)获得中国证监会境外发行上市备案,计划以介绍方式在香港联合交易所上市。 中国证监会国际合作司当日发布备案通知书,此举标志公司港股IPO监管流程完成,将拓展国际资本渠道。备案基于官方监管要求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447319262249064","isVote":1,"tweetType":1,"viewCount":4319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447075332055840,"gmtCreate":1750170699841,"gmtModify":1750170700783,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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/447075332055840","repostId":"445303616226112","repostType":1,"repost":{"id":445303616226112,"gmtCreate":1749738056204,"gmtModify":1749739108784,"author":{"id":"3514244537648320","authorId":"3514244537648320","name":"降噪NoNoise","avatar":"https://static.tigerbbs.com/16343d1f0ebc512e6a7dcf9c49da674b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514244537648320","authorIdStr":"3514244537648320"},"themes":[],"title":"高星酒店,集体重估美团","htmlText":"「你们能不能也关注一下水深火热的商务男装 ?」 最近资深男装从业者H先生跟我们大吐苦水,他说现在商场商务楼层基本就没有人逛,中档、高档品牌生意集体跳水,「史无前例的那种」。 商旅出行、会议需求的下降,还在持续挤压周边行业。压力无情地传导至所有链条。 基本盘不稳,就得转头找「消费新贵」。所以当高星酒店全面拥抱美团的消息传出,许多人没有很意外。 相比日子美滋滋的中端酒店,高端酒店的苦楚格外浓稠。文旅部的调查数据显示,2020年时中国有850家五星级酒店,但到了2024上半年,数量减少到746家。 如果退回五六年,即便客源减少,高端酒店在地产商主导的地产增值的叙事逻辑中,仍然可以生存无忧。彼时许多高端酒店的职责就是「貌美如花」,用来拉升开发地块的整体价值。 但现在,行业来到结构性拐点。用中国旅游协会副会长兼秘书长张润钢的话说,高端酒店的驱动力已经腾移至「需求」,尤其是新一代消费者的需求。 这是高端酒店们没那么熟悉却又至关重要的领域。因为这部分市场目前处于供不应求的状态,这一点,从万豪去年30%-40%的新开业酒店集中在三四线城市的拓展节奏,便可以略窥一斑。 触达消费新人群的需求如此强烈,高星酒店们开始重新评估美团。当标尺变了,尊贵的万豪会员与「会省也会花」的美团会员之间的区隔,似乎也没那么大。 01 高星酒店也想涨人气儿 高端酒店中,率先盯上美团会员的是万豪。 最近,美团透露了一组数据:美团与万豪国际联合会员体系上线24小时内,万豪在美团上预订量同比增长88%,其中,95后年轻用户的订单增幅超148%。 此外,有七成美团黑钻、黑金会员当日领取了万豪金卡、银卡会员。黑钻、黑金是美团会员体系中最具消费力的人群,对应的年消费额分别为3万元以上、1万元以上。 即时的订单,和未来的新客蓄水池,万豪一举两得。既补齐高星酒店的供给缺口,又让会员价值感拉满,美团也不亏。 从2020年与万豪合作客","listText":"「你们能不能也关注一下水深火热的商务男装 ?」 最近资深男装从业者H先生跟我们大吐苦水,他说现在商场商务楼层基本就没有人逛,中档、高档品牌生意集体跳水,「史无前例的那种」。 商旅出行、会议需求的下降,还在持续挤压周边行业。压力无情地传导至所有链条。 基本盘不稳,就得转头找「消费新贵」。所以当高星酒店全面拥抱美团的消息传出,许多人没有很意外。 相比日子美滋滋的中端酒店,高端酒店的苦楚格外浓稠。文旅部的调查数据显示,2020年时中国有850家五星级酒店,但到了2024上半年,数量减少到746家。 如果退回五六年,即便客源减少,高端酒店在地产商主导的地产增值的叙事逻辑中,仍然可以生存无忧。彼时许多高端酒店的职责就是「貌美如花」,用来拉升开发地块的整体价值。 但现在,行业来到结构性拐点。用中国旅游协会副会长兼秘书长张润钢的话说,高端酒店的驱动力已经腾移至「需求」,尤其是新一代消费者的需求。 这是高端酒店们没那么熟悉却又至关重要的领域。因为这部分市场目前处于供不应求的状态,这一点,从万豪去年30%-40%的新开业酒店集中在三四线城市的拓展节奏,便可以略窥一斑。 触达消费新人群的需求如此强烈,高星酒店们开始重新评估美团。当标尺变了,尊贵的万豪会员与「会省也会花」的美团会员之间的区隔,似乎也没那么大。 01 高星酒店也想涨人气儿 高端酒店中,率先盯上美团会员的是万豪。 最近,美团透露了一组数据:美团与万豪国际联合会员体系上线24小时内,万豪在美团上预订量同比增长88%,其中,95后年轻用户的订单增幅超148%。 此外,有七成美团黑钻、黑金会员当日领取了万豪金卡、银卡会员。黑钻、黑金是美团会员体系中最具消费力的人群,对应的年消费额分别为3万元以上、1万元以上。 即时的订单,和未来的新客蓄水池,万豪一举两得。既补齐高星酒店的供给缺口,又让会员价值感拉满,美团也不亏。 从2020年与万豪合作客","text":"「你们能不能也关注一下水深火热的商务男装 ?」 最近资深男装从业者H先生跟我们大吐苦水,他说现在商场商务楼层基本就没有人逛,中档、高档品牌生意集体跳水,「史无前例的那种」。 商旅出行、会议需求的下降,还在持续挤压周边行业。压力无情地传导至所有链条。 基本盘不稳,就得转头找「消费新贵」。所以当高星酒店全面拥抱美团的消息传出,许多人没有很意外。 相比日子美滋滋的中端酒店,高端酒店的苦楚格外浓稠。文旅部的调查数据显示,2020年时中国有850家五星级酒店,但到了2024上半年,数量减少到746家。 如果退回五六年,即便客源减少,高端酒店在地产商主导的地产增值的叙事逻辑中,仍然可以生存无忧。彼时许多高端酒店的职责就是「貌美如花」,用来拉升开发地块的整体价值。 但现在,行业来到结构性拐点。用中国旅游协会副会长兼秘书长张润钢的话说,高端酒店的驱动力已经腾移至「需求」,尤其是新一代消费者的需求。 这是高端酒店们没那么熟悉却又至关重要的领域。因为这部分市场目前处于供不应求的状态,这一点,从万豪去年30%-40%的新开业酒店集中在三四线城市的拓展节奏,便可以略窥一斑。 触达消费新人群的需求如此强烈,高星酒店们开始重新评估美团。当标尺变了,尊贵的万豪会员与「会省也会花」的美团会员之间的区隔,似乎也没那么大。 01 高星酒店也想涨人气儿 高端酒店中,率先盯上美团会员的是万豪。 最近,美团透露了一组数据:美团与万豪国际联合会员体系上线24小时内,万豪在美团上预订量同比增长88%,其中,95后年轻用户的订单增幅超148%。 此外,有七成美团黑钻、黑金会员当日领取了万豪金卡、银卡会员。黑钻、黑金是美团会员体系中最具消费力的人群,对应的年消费额分别为3万元以上、1万元以上。 即时的订单,和未来的新客蓄水池,万豪一举两得。既补齐高星酒店的供给缺口,又让会员价值感拉满,美团也不亏。 从2020年与万豪合作客","images":[{"img":"https://static.tigerbbs.com/f28d8e94720ab232619e4e5e03ef9710","width":"640","height":"427"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445303616226112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446910487318872,"gmtCreate":1750130375760,"gmtModify":1750130377142,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>从高位调整已经50%了,这个位置应该有反弹","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>从高位调整已经50%了,这个位置应该有反弹","text":"$映宇宙(03700)$ 从高位调整已经50%了,这个位置应该有反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446910487318872","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440095887143680,"gmtCreate":1748484052546,"gmtModify":1748484053857,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>伊非尼酮III期数据一旦爆了,全球药企排队送钱名场面预定。","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>伊非尼酮III期数据一旦爆了,全球药企排队送钱名场面预定。","text":"$东阳光长江药业(01558)$ 伊非尼酮III期数据一旦爆了,全球药企排队送钱名场面预定。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440095887143680","isVote":1,"tweetType":1,"viewCount":4741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435226422858192,"gmtCreate":1747275776014,"gmtModify":1747275777393,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>据青眼情报数据显示,2025年4月抖音美妆类目GMV为175.01亿元。其中,韩束依旧稳居榜首。","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>据青眼情报数据显示,2025年4月抖音美妆类目GMV为175.01亿元。其中,韩束依旧稳居榜首。","text":"$上美股份(02145)$ 据青眼情报数据显示,2025年4月抖音美妆类目GMV为175.01亿元。其中,韩束依旧稳居榜首。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435226422858192","isVote":1,"tweetType":1,"viewCount":7487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434802822217792,"gmtCreate":1747187089014,"gmtModify":1747187090567,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>与Apollo Therapeutics达成9.38亿美元里程碑协议,自主研发的GLP-1/FGF21双靶点减重药HEC88473进入临床后期,有望切入千亿级全球减肥药市场","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>与Apollo Therapeutics达成9.38亿美元里程碑协议,自主研发的GLP-1/FGF21双靶点减重药HEC88473进入临床后期,有望切入千亿级全球减肥药市场","text":"$东阳光长江药业(01558)$ 与Apollo Therapeutics达成9.38亿美元里程碑协议,自主研发的GLP-1/FGF21双靶点减重药HEC88473进入临床后期,有望切入千亿级全球减肥药市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434802822217792","isVote":1,"tweetType":1,"viewCount":4570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430639517733232,"gmtCreate":1746158169099,"gmtModify":1746158170728,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>AI赋能降本增效,今年业绩应该会更好一些","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>AI赋能降本增效,今年业绩应该会更好一些","text":"$映宇宙(03700)$ AI赋能降本增效,今年业绩应该会更好一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430639517733232","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449354349629976,"gmtCreate":1750732239679,"gmtModify":1750732240487,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449354349629976","repostId":"449171697258808","repostType":1,"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449355186475768,"gmtCreate":1750732208843,"gmtModify":1750732210461,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449355186475768","repostId":"448103966097672","repostType":1,"repost":{"id":448103966097672,"gmtCreate":1750427320103,"gmtModify":1750427642439,"author":{"id":"3517962052348225","authorId":"3517962052348225","name":"创业最前线","avatar":"https://static.tigerbbs.com/eaab45f727bb5f7ffac1f50616975a7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517962052348225","authorIdStr":"3517962052348225"},"themes":[],"title":"美团滴滴背后的芯片玩家拟IPO!华大北斗3年亏5亿,获比亚迪投资","htmlText":"出品 | 创业最前线 作者 | 星空 编辑 | 蛋总 美编 | 邢静 审核 | 颂文 在国产芯片崛起的大背景下,深圳华大北斗科技股份有限公司(以下简称“华大北斗”)作为国内空间定位服务领域的重要参与者,也开启了冲刺IPO之路。 6月12日,华大北斗正式向港交所递交了上市招股书,拟在主板上市,招银国际与平安证券(香港)担任联席保荐人。 华大北斗一方面手握美团单车、哈啰单车及滴滴青桔单车等客户订单,同时也服务于上汽、比亚迪等知名汽车制造商;另外一方面又曾获得过比亚迪、云锋基金、CPE源峰等多家知名机构的投资。 但招股书也揭开了华大北斗的另一面:七成营收依赖低毛利产品,毛利率持续下滑且跌破10%、流动负债激增、三年累计亏损5.23亿元等,都将是华大北斗未来需要直面的经营挑战。 1、美团、哈啰单车是客户,获比亚迪、云锋基金投资 华大北斗的故事始于“国家队”的基因重组,其前身是中国电子信息产业集团旗下中电华大科技的附属公司华大电子的导航芯片业务部门。 2016年11月,中电华大科技预期导航芯片业务的研发投入较大,且公司想要聚焦于自身的智能卡及安全芯片设计业务,于是选择将其导航芯片业务出售。 同年12月,中电光谷(深圳)、深圳安鹏、宁波波导、上海上汽创业投资、上海尚颀等7名创始股东成立了华大北斗,并在2017年3月以1亿元的价格成功收购中电华大科技的导航芯片业务。 如今,华大北斗的董事长、执行董事兼总裁孙中亮,曾任职华大电子的副总经理及导航业务总经理。更早之前,他还曾在同方股份任职过。 华大北斗的CEO是鹿伟,他在2013年到2023年曾在深圳中电港工作,最后职位是萤火工场的总经理。2023年,鹿伟加入华大北斗担任CEO一职。 公司的首席运营官王勇来自**,于2005年到2019年在**任职,主要从事提供信息与通信基础设施及智能终端,最后职位是智能计算产品运营主管。 2019年,王勇从","listText":"出品 | 创业最前线 作者 | 星空 编辑 | 蛋总 美编 | 邢静 审核 | 颂文 在国产芯片崛起的大背景下,深圳华大北斗科技股份有限公司(以下简称“华大北斗”)作为国内空间定位服务领域的重要参与者,也开启了冲刺IPO之路。 6月12日,华大北斗正式向港交所递交了上市招股书,拟在主板上市,招银国际与平安证券(香港)担任联席保荐人。 华大北斗一方面手握美团单车、哈啰单车及滴滴青桔单车等客户订单,同时也服务于上汽、比亚迪等知名汽车制造商;另外一方面又曾获得过比亚迪、云锋基金、CPE源峰等多家知名机构的投资。 但招股书也揭开了华大北斗的另一面:七成营收依赖低毛利产品,毛利率持续下滑且跌破10%、流动负债激增、三年累计亏损5.23亿元等,都将是华大北斗未来需要直面的经营挑战。 1、美团、哈啰单车是客户,获比亚迪、云锋基金投资 华大北斗的故事始于“国家队”的基因重组,其前身是中国电子信息产业集团旗下中电华大科技的附属公司华大电子的导航芯片业务部门。 2016年11月,中电华大科技预期导航芯片业务的研发投入较大,且公司想要聚焦于自身的智能卡及安全芯片设计业务,于是选择将其导航芯片业务出售。 同年12月,中电光谷(深圳)、深圳安鹏、宁波波导、上海上汽创业投资、上海尚颀等7名创始股东成立了华大北斗,并在2017年3月以1亿元的价格成功收购中电华大科技的导航芯片业务。 如今,华大北斗的董事长、执行董事兼总裁孙中亮,曾任职华大电子的副总经理及导航业务总经理。更早之前,他还曾在同方股份任职过。 华大北斗的CEO是鹿伟,他在2013年到2023年曾在深圳中电港工作,最后职位是萤火工场的总经理。2023年,鹿伟加入华大北斗担任CEO一职。 公司的首席运营官王勇来自**,于2005年到2019年在**任职,主要从事提供信息与通信基础设施及智能终端,最后职位是智能计算产品运营主管。 2019年,王勇从","text":"出品 | 创业最前线 作者 | 星空 编辑 | 蛋总 美编 | 邢静 审核 | 颂文 在国产芯片崛起的大背景下,深圳华大北斗科技股份有限公司(以下简称“华大北斗”)作为国内空间定位服务领域的重要参与者,也开启了冲刺IPO之路。 6月12日,华大北斗正式向港交所递交了上市招股书,拟在主板上市,招银国际与平安证券(香港)担任联席保荐人。 华大北斗一方面手握美团单车、哈啰单车及滴滴青桔单车等客户订单,同时也服务于上汽、比亚迪等知名汽车制造商;另外一方面又曾获得过比亚迪、云锋基金、CPE源峰等多家知名机构的投资。 但招股书也揭开了华大北斗的另一面:七成营收依赖低毛利产品,毛利率持续下滑且跌破10%、流动负债激增、三年累计亏损5.23亿元等,都将是华大北斗未来需要直面的经营挑战。 1、美团、哈啰单车是客户,获比亚迪、云锋基金投资 华大北斗的故事始于“国家队”的基因重组,其前身是中国电子信息产业集团旗下中电华大科技的附属公司华大电子的导航芯片业务部门。 2016年11月,中电华大科技预期导航芯片业务的研发投入较大,且公司想要聚焦于自身的智能卡及安全芯片设计业务,于是选择将其导航芯片业务出售。 同年12月,中电光谷(深圳)、深圳安鹏、宁波波导、上海上汽创业投资、上海尚颀等7名创始股东成立了华大北斗,并在2017年3月以1亿元的价格成功收购中电华大科技的导航芯片业务。 如今,华大北斗的董事长、执行董事兼总裁孙中亮,曾任职华大电子的副总经理及导航业务总经理。更早之前,他还曾在同方股份任职过。 华大北斗的CEO是鹿伟,他在2013年到2023年曾在深圳中电港工作,最后职位是萤火工场的总经理。2023年,鹿伟加入华大北斗担任CEO一职。 公司的首席运营官王勇来自**,于2005年到2019年在**任职,主要从事提供信息与通信基础设施及智能终端,最后职位是智能计算产品运营主管。 2019年,王勇从","images":[{"img":"https://static.tigerbbs.com/6a55f89e921e2a70211d0170e6e8e701","width":"1080","height":"609"},{"img":"https://static.tigerbbs.com/0eea3d5b54727de283a996d7b2285851","width":"1008","height":"794"},{"img":"https://static.tigerbbs.com/f4329bada937e7835bdaa1826da159ce","width":"1080","height":"1118"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448103966097672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449353291879024,"gmtCreate":1750732156283,"gmtModify":1750732380668,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>618战报,韩束天猫销售额同增46%,京东/唯品会/拼多多销售额分别同增81%/40%/229%,X肽系列总销售额过亿,Newpage销售额同增106%。","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>618战报,韩束天猫销售额同增46%,京东/唯品会/拼多多销售额分别同增81%/40%/229%,X肽系列总销售额过亿,Newpage销售额同增106%。","text":"$上美股份(02145)$ 618战报,韩束天猫销售额同增46%,京东/唯品会/拼多多销售额分别同增81%/40%/229%,X肽系列总销售额过亿,Newpage销售额同增106%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449353291879024","isVote":1,"tweetType":1,"viewCount":7152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370187219157000,"gmtCreate":1731397232821,"gmtModify":1731397234146,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>今天科技股跌,医药涨,资金开始切换了","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>今天科技股跌,医药涨,资金开始切换了","text":"$东阳光长江药业(01558)$ 今天科技股跌,医药涨,资金开始切换了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370187219157000","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}