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穿越天
12-12
$微创医疗(00853)$
持股体验太差了兄弟,十五号心通合并心律,没有过不去的坎
穿越天
12-12
$极智嘉-W(02590)$
都知道它要涨 它就是要搞你心态,那么容易如你意。庄家该怎么做庄。
穿越天
12-03
$德祥地产(00199)$
别光说转型啊,现在地产主业还在亏呢,万一 RWA 搞不起来,这股不还是老样子?
@美港探案:德祥地产转型Web3.0:一次估值拐点的冷静观察
穿越天
11-05
$金嗓子(06896)$
益生菌搞出9个专利菌株?不是简单贴牌,真在憋技术活,加分项。
穿越天
11-05
$极智嘉-W(02590)$
优必选中一亿订单升到开行,你3亿订单整这出
穿越天
10-14
$赛力斯(601127)$
很多人没太在意赛力斯和火山引擎的具身智能合作,其实这步棋才是长期关键,比拼销量多了层技术护城河,现在看不到业绩,但想象空间已经打开了,新股上市应该有空间的
穿越天
09-25
$金嗓子(06896)$
教师、主播都在用,护嗓刚需啊,股价迟早反弹。
穿越天
09-15
$极智嘉-W(02590)$
目前股价正在测试16.8港元招股价一倍位置的关键阻力区,这个区域的抛压需要时间消化。
穿越天
09-15
$车车科技(CCG)$
估值体系彻底改变!从中国保险科技公司→全球出行风险管理平台。国内业务撑起当前市值,海外业务全是白送期权!5.46美元目标价合理且保守!
穿越天
09-09
$车车科技(CCG)$
依托国家"一带一路"倡议,抢占东南亚、欧洲新能源车险空白市场,先发优势无可替代!
穿越天
09-03
$奥克斯电气(02580)$
客户集中度不高,前五大客户占比不到20%,说明不依赖单一大客户,风险分散做得不错,供应链也更稳健。
穿越天
09-01
$极智嘉-W(02590)$
极智嘉在全球40多个国家落地项目,出海这么成功的科技公司不多,汇率跌的时候它反而受益,对冲属性+1。
穿越天
08-15
$BOSS直聘-W(02076)$
$BOSS直聘(BZ)$
利润指标同步提升,成本控制到位,说明运营体系成熟,未来随着付费客户增多,规模效应下,赚钱效率会越来越高
穿越天
07-30
$维立志博-B(09887)$
别的不说,维立志博管理团队挺资深的,行业经验很足,未来通过license-out进一步释放管线价值的概率非常大
穿越天
04-22
人生的每一次付出就像在山谷当中的喊声,你没有必要期望要谁听到,但那延绵悠远的回音,就是生活对你最好的回报,新的一天新的开始!早安。[开心]
穿越天
04-22
这几天看到地平线机器人的股价有点波动,不过这对我来说可能是个机会。大和的研报不是还维持“买入”评级吗?目标价6.5港元。现在股价还没到这个价位,我觉得可以考虑一下入场了。
$地平线机器人-W(09660)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$ </a>别光说转型啊,现在地产主业还在亏呢,万一 RWA 搞不起来,这股不还是老样子?","text":"$德祥地产(00199)$ 别光说转型啊,现在地产主业还在亏呢,万一 RWA 搞不起来,这股不还是老样子?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506732843397976","repostId":"506939511669008","repostType":1,"repost":{"id":506939511669008,"gmtCreate":1764741514437,"gmtModify":1764742346240,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505879823026033","authorIdStr":"3505879823026033"},"themes":[],"title":"德祥地产转型Web3.0:一次估值拐点的冷静观察","htmlText":"德祥地产复牌后的表现,确实吸引了不少眼球。复牌后股价一度涨超70%,市场总是喜欢故事,尤其是老牌地产+Web3.0+RWA这样的组合拳,听起来就自带话题。但热闹过后,我们不妨沉下来看看,这究竟是一次短暂的情绪炒作,还是确有其内在的估值重构逻辑。 长期资本入局,释放的不仅是资金信号 这次定增,最值得品味的不是融资金额,约6876万港元对一家上市公司来说不算巨大,而是投资方的背景和条款。德祥没有选择常见的拼盘式配售,而是独家引入瑞凯集团,并约定其自愿锁定12个月。 在当下这个追求快速周转的市场里,愿意拿一大笔钱锁定一年,几乎等于主动放弃了短期套利的可能。瑞凯并非传统地产商,其身影常出现在全球性的经济论坛和家族办公室圈层,带有明显的长线资本+资源枢纽属性。这类资本通常不在意一城一池的得失,它们押注的是平台未来的承载力和叙事空间。 更关键的是,瑞凯将进入董事会。这意味着它不是一个被动的财务投资者,而是战略的共建者。真金白银+长期锁仓+深度参与的组合,向市场传递了一个相当清晰的信号:有能力的跨境资本认为,在当前价位下注德祥,并愿意共同承担至少一年的时间成本,其未来具备可观的运作与价值修复空间。 “壳王”收官之作:轻装上阵,换道突围 要理解德祥的现在,还得回顾一下它的过去。大股东陈国强先生,市场人称“壳王”,其操作脉络历来清晰:在低谷期整合平台、剥离负担,待时机成熟时注入新叙事。德祥作为他目前唯一的上市平台,近一年的动作可谓这一逻辑的典型演绎。 从出售伦敦项目给京东,到接连出手香港的地块和豪宅单元,公司回笼了近8亿港元现金,负债大降,资产结构变得清晰、轻盈。如果仅仅是为了“过冬”,完全可以用传统地产的方式应对。但陈国强选择在瘦身后,引入带有新金融科技基因的战略资本,并高调转向Web3.0与RWA(真实世界资产)赛道。这更像是一位资深玩家,在退休前为自己最后的平台,争取一次“换道重生”的","listText":"德祥地产复牌后的表现,确实吸引了不少眼球。复牌后股价一度涨超70%,市场总是喜欢故事,尤其是老牌地产+Web3.0+RWA这样的组合拳,听起来就自带话题。但热闹过后,我们不妨沉下来看看,这究竟是一次短暂的情绪炒作,还是确有其内在的估值重构逻辑。 长期资本入局,释放的不仅是资金信号 这次定增,最值得品味的不是融资金额,约6876万港元对一家上市公司来说不算巨大,而是投资方的背景和条款。德祥没有选择常见的拼盘式配售,而是独家引入瑞凯集团,并约定其自愿锁定12个月。 在当下这个追求快速周转的市场里,愿意拿一大笔钱锁定一年,几乎等于主动放弃了短期套利的可能。瑞凯并非传统地产商,其身影常出现在全球性的经济论坛和家族办公室圈层,带有明显的长线资本+资源枢纽属性。这类资本通常不在意一城一池的得失,它们押注的是平台未来的承载力和叙事空间。 更关键的是,瑞凯将进入董事会。这意味着它不是一个被动的财务投资者,而是战略的共建者。真金白银+长期锁仓+深度参与的组合,向市场传递了一个相当清晰的信号:有能力的跨境资本认为,在当前价位下注德祥,并愿意共同承担至少一年的时间成本,其未来具备可观的运作与价值修复空间。 “壳王”收官之作:轻装上阵,换道突围 要理解德祥的现在,还得回顾一下它的过去。大股东陈国强先生,市场人称“壳王”,其操作脉络历来清晰:在低谷期整合平台、剥离负担,待时机成熟时注入新叙事。德祥作为他目前唯一的上市平台,近一年的动作可谓这一逻辑的典型演绎。 从出售伦敦项目给京东,到接连出手香港的地块和豪宅单元,公司回笼了近8亿港元现金,负债大降,资产结构变得清晰、轻盈。如果仅仅是为了“过冬”,完全可以用传统地产的方式应对。但陈国强选择在瘦身后,引入带有新金融科技基因的战略资本,并高调转向Web3.0与RWA(真实世界资产)赛道。这更像是一位资深玩家,在退休前为自己最后的平台,争取一次“换道重生”的","text":"德祥地产复牌后的表现,确实吸引了不少眼球。复牌后股价一度涨超70%,市场总是喜欢故事,尤其是老牌地产+Web3.0+RWA这样的组合拳,听起来就自带话题。但热闹过后,我们不妨沉下来看看,这究竟是一次短暂的情绪炒作,还是确有其内在的估值重构逻辑。 长期资本入局,释放的不仅是资金信号 这次定增,最值得品味的不是融资金额,约6876万港元对一家上市公司来说不算巨大,而是投资方的背景和条款。德祥没有选择常见的拼盘式配售,而是独家引入瑞凯集团,并约定其自愿锁定12个月。 在当下这个追求快速周转的市场里,愿意拿一大笔钱锁定一年,几乎等于主动放弃了短期套利的可能。瑞凯并非传统地产商,其身影常出现在全球性的经济论坛和家族办公室圈层,带有明显的长线资本+资源枢纽属性。这类资本通常不在意一城一池的得失,它们押注的是平台未来的承载力和叙事空间。 更关键的是,瑞凯将进入董事会。这意味着它不是一个被动的财务投资者,而是战略的共建者。真金白银+长期锁仓+深度参与的组合,向市场传递了一个相当清晰的信号:有能力的跨境资本认为,在当前价位下注德祥,并愿意共同承担至少一年的时间成本,其未来具备可观的运作与价值修复空间。 “壳王”收官之作:轻装上阵,换道突围 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