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我是受力
07-21
财务向好叠加高认购,成长前景看好
@舟木研究港美股:解码全球AMR仓储机器人第一股极智嘉(2590.HK)
我是受力
07-02
关注维立志博挺久了,从他们家LBL-034在ASH年会公布数据就觉得有点东西,最近LBL-024又在ASCO上表现了一番,坐等申购了
我是受力
07-02
$地平线机器人-W(09660)$
等8月财报吧
我是受力
06-18
[微笑]
@量化大師公:国际局势这个话题不太好聊,但是俄乌、印巴空战、中东冲突确实带动了市场行情,国证航天指数自4月低点反弹最高超25%,而且还是个长期驱动力。 趁这个话题也来聊聊航空航天ETF(159227),它有几个点我觉得挺亮眼。 首先是规模优势,是目前市场上规模领先的两航主题ETF之一,同指数规模最大。 规模大就意味着流动性好,买卖起来冲击成本低,想进想出都相对容易,对咱们普通投资者体验很重要,这个规模也说明长线资金沉淀明显,运行更稳。 然后就是看潜力了,别以为两航就是炒话题,实际上,它的底层逻辑也很硬,想象空间也够大。 它背靠的赛道潜力巨大, 国际军贸需求提升,军工出口特别是高端两航装备出口,是块大蛋糕,这块可以当个不错的预期。 商业航天/低空经济/大飞机国产化三大万亿级民用转化+国资改革重组预期,提供了长期驱动力,看看成飞、美股相关公司被追捧的程度,就知道市场多看好这块。 最后是它一键打包了整个两航产业链核心龙头,6月16日,军工一哥也被调入指数,还有光启技术、航发科技、航亚科技等等,主打不怕热点轮动,雨露均沾,省去了选股的烦恼,也不怕热点轮动太快抓不住。 总结一下,航空航天ETF(159227)规模有、前景有、潜力也大,结合历史表现看,弹性也不错,先入为敬了。
$航空航天(159227)$
@小虎活动
@话题虎
我是受力
05-30
$地平线机器人-W(09660)$
博世、大陆抢着合作,地平线技术出海稳了!全球Tier1的订单在手,利润率还能再飙,格局打开
我是受力
05-12
$地平线机器人-W(09660)$
智能驾驶行业正从狂热回归理性,这对地平线这种技术扎实的企业是好事。行业不再只看营销噱头,而是更注重技术实力和产品可靠性。地平线在芯片技术、算法等方面有深厚积累,在行业洗牌中更具优势,未来有望脱颖而出,值得长期关注
我是受力
04-01
$禾赛(HSAI)$
萝卜快跑在国内无人驾驶领域的成绩单确实亮眼——1000万次出行服务、1.5亿公里安全里程、100%全无人化城市级部署,这三个数字背后是扎实的商业化能力。禾赛作为激光雷达核心供应商,技术路线和量产能力已经得到头部客户验证,现在又搭上"智驾出海"的快车。全球自动驾驶赛道还在爬坡期,但头部玩家的先发优势会随着数据积累越来越明显,这种长跑型标的值得持续关注基本面进展。
我是受力
04-01
$找钢集团-W(06676)$
找钢网客户留存率超131.1%,客户粘性不错,SaaS工具等深度绑定用户,有利于找钢网的生态扩张。
我是受力
2023-02-27
[害羞]
@徐冬平:放眼望去,做教育培训的企业能够实现盈利,确实不多,更何况是这个数字,挺不容易的。人工智能与知识教育结合,这本身就是个沃土,用硬件串联家庭、途中、学校多个学习场景,锁定用户,收入会再扩大
$有道(DAO)$
我是受力
2023-02-27
[害羞]
@红云利来:网易有道转型速度算是够快的。确实是验证了科技转型的一个思路。当然,个人觉得,多年AI研发,再加上硬件做基础,内容做补充,转型更从容一些。不过这个过程是一个比较 “慢”且“苦”,看了下有道过往的费用开支,相比于其他教培机构,有道的研发投入一直算比较高的
$有道(DAO)$
我是受力
2023-02-27
[得意]
@国福g3:个人感觉ChatGPT不会是一股风,而是会成为新的发展方向。这种一问一答式人工智能技术,除了百度更适合外,另外能想到的应用场景不就是教育嘛。这块市场大有可为。
$有道(DAO)$
去老虎APP查看更多动态
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资本看好:港股机器人最大 IPO多元化,国配超30倍认购 此次IPO获市场热烈追捧,香港公开发售超额认购133.62倍,国际配售获30.17倍认购,是今年港股最高倍数的国际配售Top 3,更创下港股科技板块最高国际配售倍数纪录。主权财富基金、大量国际长线基金、科技专项基金以及对冲基金踊跃认购。基石投资者阵容汇聚国际资本巨头、顶级风投、国资力量与产业龙头,彰显资本市场对于机器人赛道的战略共识,以及对极智嘉商业化能力和技术价值的认可。 财务健康:接近盈亏持平,商业化领跑行业 公司营收稳步增长,从2021年以45%的复合增长率跃升至2024年的24.1亿元。更为关键的是,其盈利模型持续优化:毛利率34.8%,2024年经调整EBITDA亏损大幅收窄至0.25亿元,经调整净亏损率大幅收窄至3.8%,显示出良好的成本控制能力和精细化运营成效,扭亏为盈指日可待。 公司2024年订单金额已达31.4亿元,核心业务仓储履约AMR解决方案毛利率高达39.2%,海外市场AMR业务毛利率更达到46.5%,全球化布局带来显著溢价能力。 总体来看,在港股同类科技与机器人企业中,极智嘉已跻身营收规模第一梯队,收入规模高于其他To B类机器人企业。与此同时,极智嘉维持相对较低的调整后亏损水平。这种“高规模、高增长、低亏损”的财务特征使其有望即将实现扭亏为盈,成为少数具备明确商业化模型与兑现路径的企业之一,这在已具备一定体量的To B类机器人企业乃至ToB类硬科技企业中都颇为稀缺。 全球业务:连续6年全球第一,构筑难以复制的商业护城河 极智嘉的护城河首先体现在其难以匹敌的全球化深度。公司70%以上收入来自海外市场,业务触达40余国,服务超","listText":"全球AMR仓储机器人第一股极智嘉,于7月9日正式登陆港交所。这家连续六年稳坐全球仓储履约AMR解决方案头把交椅的中国科技企业,有哪些投资看点? 资本看好:港股机器人最大 IPO多元化,国配超30倍认购 此次IPO获市场热烈追捧,香港公开发售超额认购133.62倍,国际配售获30.17倍认购,是今年港股最高倍数的国际配售Top 3,更创下港股科技板块最高国际配售倍数纪录。主权财富基金、大量国际长线基金、科技专项基金以及对冲基金踊跃认购。基石投资者阵容汇聚国际资本巨头、顶级风投、国资力量与产业龙头,彰显资本市场对于机器人赛道的战略共识,以及对极智嘉商业化能力和技术价值的认可。 财务健康:接近盈亏持平,商业化领跑行业 公司营收稳步增长,从2021年以45%的复合增长率跃升至2024年的24.1亿元。更为关键的是,其盈利模型持续优化:毛利率34.8%,2024年经调整EBITDA亏损大幅收窄至0.25亿元,经调整净亏损率大幅收窄至3.8%,显示出良好的成本控制能力和精细化运营成效,扭亏为盈指日可待。 公司2024年订单金额已达31.4亿元,核心业务仓储履约AMR解决方案毛利率高达39.2%,海外市场AMR业务毛利率更达到46.5%,全球化布局带来显著溢价能力。 总体来看,在港股同类科技与机器人企业中,极智嘉已跻身营收规模第一梯队,收入规模高于其他To B类机器人企业。与此同时,极智嘉维持相对较低的调整后亏损水平。这种“高规模、高增长、低亏损”的财务特征使其有望即将实现扭亏为盈,成为少数具备明确商业化模型与兑现路径的企业之一,这在已具备一定体量的To B类机器人企业乃至ToB类硬科技企业中都颇为稀缺。 全球业务:连续6年全球第一,构筑难以复制的商业护城河 极智嘉的护城河首先体现在其难以匹敌的全球化深度。公司70%以上收入来自海外市场,业务触达40余国,服务超","text":"全球AMR仓储机器人第一股极智嘉,于7月9日正式登陆港交所。这家连续六年稳坐全球仓储履约AMR解决方案头把交椅的中国科技企业,有哪些投资看点? 资本看好:港股机器人最大 IPO多元化,国配超30倍认购 此次IPO获市场热烈追捧,香港公开发售超额认购133.62倍,国际配售获30.17倍认购,是今年港股最高倍数的国际配售Top 3,更创下港股科技板块最高国际配售倍数纪录。主权财富基金、大量国际长线基金、科技专项基金以及对冲基金踊跃认购。基石投资者阵容汇聚国际资本巨头、顶级风投、国资力量与产业龙头,彰显资本市场对于机器人赛道的战略共识,以及对极智嘉商业化能力和技术价值的认可。 财务健康:接近盈亏持平,商业化领跑行业 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极智嘉的护城河首先体现在其难以匹敌的全球化深度。公司70%以上收入来自海外市场,业务触达40余国,服务超","images":[{"img":"https://static.tigerbbs.com/920166788327ffc45523f7c3b6722df0","width":"830","height":"818"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458868276449376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452315221029720,"gmtCreate":1751434175631,"gmtModify":1751434177592,"author":{"id":"4131099880786540","authorId":"4131099880786540","name":"我是受力","avatar":"https://static.tigerbbs.com/eaf19e7adf63a612538829df478f810c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099880786540","authorIdStr":"4131099880786540"},"themes":[],"htmlText":"关注维立志博挺久了,从他们家LBL-034在ASH年会公布数据就觉得有点东西,最近LBL-024又在ASCO上表现了一番,坐等申购了","listText":"关注维立志博挺久了,从他们家LBL-034在ASH年会公布数据就觉得有点东西,最近LBL-024又在ASCO上表现了一番,坐等申购了","text":"关注维立志博挺久了,从他们家LBL-034在ASH年会公布数据就觉得有点东西,最近LBL-024又在ASCO上表现了一番,坐等申购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452315221029720","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452313460310344,"gmtCreate":1751434152772,"gmtModify":1751434153958,"author":{"id":"4131099880786540","authorId":"4131099880786540","name":"我是受力","avatar":"https://static.tigerbbs.com/eaf19e7adf63a612538829df478f810c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099880786540","authorIdStr":"4131099880786540"},"themes":[],"htmlText":"<a 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等8月财报吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452313460310344","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447300345258336,"gmtCreate":1750225814507,"gmtModify":1750225815768,"author":{"id":"4131099880786540","authorId":"4131099880786540","name":"我是受力","avatar":"https://static.tigerbbs.com/eaf19e7adf63a612538829df478f810c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099880786540","authorIdStr":"4131099880786540"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447300345258336","repostId":"447295538611072","repostType":1,"repost":{"id":447295538611072,"gmtCreate":1750224097920,"gmtModify":1750224113886,"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"量化大師公","avatar":"https://static.tigerbbs.com/01dc4c52ceaf1187368708f0d1e3f3ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109128063301460","authorIdStr":"4109128063301460"},"themes":[],"htmlText":"国际局势这个话题不太好聊,但是俄乌、印巴空战、中东冲突确实带动了市场行情,国证航天指数自4月低点反弹最高超25%,而且还是个长期驱动力。 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资本看好:港股机器人最大 IPO多元化,国配超30倍认购 此次IPO获市场热烈追捧,香港公开发售超额认购133.62倍,国际配售获30.17倍认购,是今年港股最高倍数的国际配售Top 3,更创下港股科技板块最高国际配售倍数纪录。主权财富基金、大量国际长线基金、科技专项基金以及对冲基金踊跃认购。基石投资者阵容汇聚国际资本巨头、顶级风投、国资力量与产业龙头,彰显资本市场对于机器人赛道的战略共识,以及对极智嘉商业化能力和技术价值的认可。 财务健康:接近盈亏持平,商业化领跑行业 公司营收稳步增长,从2021年以45%的复合增长率跃升至2024年的24.1亿元。更为关键的是,其盈利模型持续优化:毛利率34.8%,2024年经调整EBITDA亏损大幅收窄至0.25亿元,经调整净亏损率大幅收窄至3.8%,显示出良好的成本控制能力和精细化运营成效,扭亏为盈指日可待。 公司2024年订单金额已达31.4亿元,核心业务仓储履约AMR解决方案毛利率高达39.2%,海外市场AMR业务毛利率更达到46.5%,全球化布局带来显著溢价能力。 总体来看,在港股同类科技与机器人企业中,极智嘉已跻身营收规模第一梯队,收入规模高于其他To B类机器人企业。与此同时,极智嘉维持相对较低的调整后亏损水平。这种“高规模、高增长、低亏损”的财务特征使其有望即将实现扭亏为盈,成为少数具备明确商业化模型与兑现路径的企业之一,这在已具备一定体量的To B类机器人企业乃至ToB类硬科技企业中都颇为稀缺。 全球业务:连续6年全球第一,构筑难以复制的商业护城河 极智嘉的护城河首先体现在其难以匹敌的全球化深度。公司70%以上收入来自海外市场,业务触达40余国,服务超","listText":"全球AMR仓储机器人第一股极智嘉,于7月9日正式登陆港交所。这家连续六年稳坐全球仓储履约AMR解决方案头把交椅的中国科技企业,有哪些投资看点? 资本看好:港股机器人最大 IPO多元化,国配超30倍认购 此次IPO获市场热烈追捧,香港公开发售超额认购133.62倍,国际配售获30.17倍认购,是今年港股最高倍数的国际配售Top 3,更创下港股科技板块最高国际配售倍数纪录。主权财富基金、大量国际长线基金、科技专项基金以及对冲基金踊跃认购。基石投资者阵容汇聚国际资本巨头、顶级风投、国资力量与产业龙头,彰显资本市场对于机器人赛道的战略共识,以及对极智嘉商业化能力和技术价值的认可。 财务健康:接近盈亏持平,商业化领跑行业 公司营收稳步增长,从2021年以45%的复合增长率跃升至2024年的24.1亿元。更为关键的是,其盈利模型持续优化:毛利率34.8%,2024年经调整EBITDA亏损大幅收窄至0.25亿元,经调整净亏损率大幅收窄至3.8%,显示出良好的成本控制能力和精细化运营成效,扭亏为盈指日可待。 公司2024年订单金额已达31.4亿元,核心业务仓储履约AMR解决方案毛利率高达39.2%,海外市场AMR业务毛利率更达到46.5%,全球化布局带来显著溢价能力。 总体来看,在港股同类科技与机器人企业中,极智嘉已跻身营收规模第一梯队,收入规模高于其他To B类机器人企业。与此同时,极智嘉维持相对较低的调整后亏损水平。这种“高规模、高增长、低亏损”的财务特征使其有望即将实现扭亏为盈,成为少数具备明确商业化模型与兑现路径的企业之一,这在已具备一定体量的To B类机器人企业乃至ToB类硬科技企业中都颇为稀缺。 全球业务:连续6年全球第一,构筑难以复制的商业护城河 极智嘉的护城河首先体现在其难以匹敌的全球化深度。公司70%以上收入来自海外市场,业务触达40余国,服务超","text":"全球AMR仓储机器人第一股极智嘉,于7月9日正式登陆港交所。这家连续六年稳坐全球仓储履约AMR解决方案头把交椅的中国科技企业,有哪些投资看点? 资本看好:港股机器人最大 IPO多元化,国配超30倍认购 此次IPO获市场热烈追捧,香港公开发售超额认购133.62倍,国际配售获30.17倍认购,是今年港股最高倍数的国际配售Top 3,更创下港股科技板块最高国际配售倍数纪录。主权财富基金、大量国际长线基金、科技专项基金以及对冲基金踊跃认购。基石投资者阵容汇聚国际资本巨头、顶级风投、国资力量与产业龙头,彰显资本市场对于机器人赛道的战略共识,以及对极智嘉商业化能力和技术价值的认可。 财务健康:接近盈亏持平,商业化领跑行业 公司营收稳步增长,从2021年以45%的复合增长率跃升至2024年的24.1亿元。更为关键的是,其盈利模型持续优化:毛利率34.8%,2024年经调整EBITDA亏损大幅收窄至0.25亿元,经调整净亏损率大幅收窄至3.8%,显示出良好的成本控制能力和精细化运营成效,扭亏为盈指日可待。 公司2024年订单金额已达31.4亿元,核心业务仓储履约AMR解决方案毛利率高达39.2%,海外市场AMR业务毛利率更达到46.5%,全球化布局带来显著溢价能力。 总体来看,在港股同类科技与机器人企业中,极智嘉已跻身营收规模第一梯队,收入规模高于其他To B类机器人企业。与此同时,极智嘉维持相对较低的调整后亏损水平。这种“高规模、高增长、低亏损”的财务特征使其有望即将实现扭亏为盈,成为少数具备明确商业化模型与兑现路径的企业之一,这在已具备一定体量的To B类机器人企业乃至ToB类硬科技企业中都颇为稀缺。 全球业务:连续6年全球第一,构筑难以复制的商业护城河 极智嘉的护城河首先体现在其难以匹敌的全球化深度。公司70%以上收入来自海外市场,业务触达40余国,服务超","images":[{"img":"https://static.tigerbbs.com/920166788327ffc45523f7c3b6722df0","width":"830","height":"818"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458868276449376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452315221029720,"gmtCreate":1751434175631,"gmtModify":1751434177592,"author":{"id":"4131099880786540","authorId":"4131099880786540","name":"我是受力","avatar":"https://static.tigerbbs.com/eaf19e7adf63a612538829df478f810c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099880786540","authorIdStr":"4131099880786540"},"themes":[],"htmlText":"关注维立志博挺久了,从他们家LBL-034在ASH年会公布数据就觉得有点东西,最近LBL-024又在ASCO上表现了一番,坐等申购了","listText":"关注维立志博挺久了,从他们家LBL-034在ASH年会公布数据就觉得有点东西,最近LBL-024又在ASCO上表现了一番,坐等申购了","text":"关注维立志博挺久了,从他们家LBL-034在ASH年会公布数据就觉得有点东西,最近LBL-024又在ASCO上表现了一番,坐等申购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452315221029720","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447300345258336,"gmtCreate":1750225814507,"gmtModify":1750225815768,"author":{"id":"4131099880786540","authorId":"4131099880786540","name":"我是受力","avatar":"https://static.tigerbbs.com/eaf19e7adf63a612538829df478f810c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099880786540","authorIdStr":"4131099880786540"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447300345258336","repostId":"447295538611072","repostType":1,"repost":{"id":447295538611072,"gmtCreate":1750224097920,"gmtModify":1750224113886,"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"量化大師公","avatar":"https://static.tigerbbs.com/01dc4c52ceaf1187368708f0d1e3f3ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109128063301460","authorIdStr":"4109128063301460"},"themes":[],"htmlText":"国际局势这个话题不太好聊,但是俄乌、印巴空战、中东冲突确实带动了市场行情,国证航天指数自4月低点反弹最高超25%,而且还是个长期驱动力。 趁这个话题也来聊聊航空航天ETF(159227),它有几个点我觉得挺亮眼。 首先是规模优势,是目前市场上规模领先的两航主题ETF之一,同指数规模最大。 规模大就意味着流动性好,买卖起来冲击成本低,想进想出都相对容易,对咱们普通投资者体验很重要,这个规模也说明长线资金沉淀明显,运行更稳。 然后就是看潜力了,别以为两航就是炒话题,实际上,它的底层逻辑也很硬,想象空间也够大。 它背靠的赛道潜力巨大, 国际军贸需求提升,军工出口特别是高端两航装备出口,是块大蛋糕,这块可以当个不错的预期。 商业航天/低空经济/大飞机国产化三大万亿级民用转化+国资改革重组预期,提供了长期驱动力,看看成飞、美股相关公司被追捧的程度,就知道市场多看好这块。 最后是它一键打包了整个两航产业链核心龙头,6月16日,军工一哥也被调入指数,还有光启技术、航发科技、航亚科技等等,主打不怕热点轮动,雨露均沾,省去了选股的烦恼,也不怕热点轮动太快抓不住。 总结一下,航空航天ETF(159227)规模有、前景有、潜力也大,结合历史表现看,弹性也不错,先入为敬了。 <a href=\"https://laohu8.com/S/159227\">$航空航天(159227)$</a> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","listText":"国际局势这个话题不太好聊,但是俄乌、印巴空战、中东冲突确实带动了市场行情,国证航天指数自4月低点反弹最高超25%,而且还是个长期驱动力。 趁这个话题也来聊聊航空航天ETF(159227),它有几个点我觉得挺亮眼。 首先是规模优势,是目前市场上规模领先的两航主题ETF之一,同指数规模最大。 规模大就意味着流动性好,买卖起来冲击成本低,想进想出都相对容易,对咱们普通投资者体验很重要,这个规模也说明长线资金沉淀明显,运行更稳。 然后就是看潜力了,别以为两航就是炒话题,实际上,它的底层逻辑也很硬,想象空间也够大。 它背靠的赛道潜力巨大, 国际军贸需求提升,军工出口特别是高端两航装备出口,是块大蛋糕,这块可以当个不错的预期。 商业航天/低空经济/大飞机国产化三大万亿级民用转化+国资改革重组预期,提供了长期驱动力,看看成飞、美股相关公司被追捧的程度,就知道市场多看好这块。 最后是它一键打包了整个两航产业链核心龙头,6月16日,军工一哥也被调入指数,还有光启技术、航发科技、航亚科技等等,主打不怕热点轮动,雨露均沾,省去了选股的烦恼,也不怕热点轮动太快抓不住。 总结一下,航空航天ETF(159227)规模有、前景有、潜力也大,结合历史表现看,弹性也不错,先入为敬了。 <a href=\"https://laohu8.com/S/159227\">$航空航天(159227)$</a> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","text":"国际局势这个话题不太好聊,但是俄乌、印巴空战、中东冲突确实带动了市场行情,国证航天指数自4月低点反弹最高超25%,而且还是个长期驱动力。 趁这个话题也来聊聊航空航天ETF(159227),它有几个点我觉得挺亮眼。 首先是规模优势,是目前市场上规模领先的两航主题ETF之一,同指数规模最大。 规模大就意味着流动性好,买卖起来冲击成本低,想进想出都相对容易,对咱们普通投资者体验很重要,这个规模也说明长线资金沉淀明显,运行更稳。 然后就是看潜力了,别以为两航就是炒话题,实际上,它的底层逻辑也很硬,想象空间也够大。 它背靠的赛道潜力巨大, 国际军贸需求提升,军工出口特别是高端两航装备出口,是块大蛋糕,这块可以当个不错的预期。 商业航天/低空经济/大飞机国产化三大万亿级民用转化+国资改革重组预期,提供了长期驱动力,看看成飞、美股相关公司被追捧的程度,就知道市场多看好这块。 最后是它一键打包了整个两航产业链核心龙头,6月16日,军工一哥也被调入指数,还有光启技术、航发科技、航亚科技等等,主打不怕热点轮动,雨露均沾,省去了选股的烦恼,也不怕热点轮动太快抓不住。 总结一下,航空航天ETF(159227)规模有、前景有、潜力也大,结合历史表现看,弹性也不错,先入为敬了。 $航空航天(159227)$ @小虎活动 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