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大酒蒙子

大酒蒙子

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06-19 01:45

财报都出多长时间了现在乱叫

@侃见财经:净利润骤降28.5%！名创优品，“大本营”失守？

03-20

$维升药业-B(02561)$ 慌得一批啊

02-27

Replying to @股市不倒翁:柠檬水你觉得原料值几个钱//@股市不倒翁:供应链优势，说白了原料一般，跟路边黑烧烤有的比。自己喝还是算了……

02-27

暗盘300直接出

02-26

马后炮罢了，做空也是价值投资

@京城Z先生:永远不要做空

01-17

美国你集采个啥$诺和诺德(NVO)$

美国针对诺和诺德的Ozempic和 Wegovy进行医疗保险价格谈判

01-14

$三倍做多富时中国ETF-Direxion(YINN)$ 怎么说，今天这么猛

01-07

$三倍做多富时中国ETF-Direxion(YINN)$ 明明跌了 1.5%，三倍还在这跌 1.5，真没意思，管不明白收什么管理费

01-03

$三倍做多富时中国ETF-Direxion(YINN)$ 小米今天杀疯了

01-03

$恒生指数(HSI)$ 熟悉的味道来了，闻到小熊的味道了

01-02

$三倍做多富时中国ETF-Direxion(YINN)$ 怎么盘前就跌这么点？ah 都-2 以上

2024-10-31

$三倍做空富时中国ETF-Direxion(YANG)$ 中国什么样我肯定比美国人了解，相信国运

2024-10-30

$三倍做空富时中国ETF-Direxion(YANG)$

2024-06-12

盘前涨8%收盘跌6%，真有你的啊，发财报利好然后大跌，美股玩出缅A的感觉，还不如ffie

2024-05-17

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这笔交易，将叶国富放在了市场的聚光灯之下。当时，对于这笔交易，市场分歧较大。 消息一经传出，名创优品股价当即大跌超24%。 好在名创优品 <a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 业绩的快速增长，给了叶国富十足的底气。他在公开场合表示“看不懂就对了，如果大家都看懂了，我就没机会了。” 但到今年一季度，其依仗的“大本营”名创优品的业绩的滑坡，却给他“泼了一盆冷水”。 财报显示，一季度名创优品实现营收44.27亿，同比增长18.89%；实现净利润4.163亿，同比下滑28.56%。很显然，这份财报不及预期，因此财报披露之后，名创优品美股股价大跌17.56%。 对于叶国富而言，名创优品遭遇业绩波动或许还是小事，毕竟企业发展难免会遭遇瓶颈；其真正的压力其实来自永辉超市。据侃见财经观察，目前永辉超市正面临着亏损和负债的双重压力，作为“大本营”的名创优品一旦不稳，永辉超市的调改也将困难重重。 “大本营”失守 一季度，名创优品实现营收、净利润44.27亿和4.163亿，营收和净利润增速分别为18.89%和-28.56%。 拉长周期来看，这也是名创优品近几年来交出过最差的一份一季报。要知道在去年一季度时，名创优品的营收和净利润增速还有34.31%和41.5%，对比如今的业绩可谓相差甚远。而至于为何一季度净利润会下滑，名创优品给出了三点原因： 第一，是可转债。由于名创优品1月6日发行了一笔金额为5.5亿美元、票息为0.5%，期限为7年的可转债，该笔可转债叠加金融衍生工具，导致每季度增加了对应的公允价值波动和实际利率法下的应计利息成本，此部分按会计准则的要求计入财务费用； 第二，是投资永辉所产生的银行贷款费用，其对应计入年化利率低于3%的借款利息费用； 第三，是","listText":"去年9月，叶国富斥资62.7亿元将永辉超市29.4%的股份收入囊中。 这笔交易，将叶国富放在了市场的聚光灯之下。当时，对于这笔交易，市场分歧较大。 消息一经传出，名创优品股价当即大跌超24%。 好在名创优品 <a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 业绩的快速增长，给了叶国富十足的底气。他在公开场合表示“看不懂就对了，如果大家都看懂了，我就没机会了。” 但到今年一季度，其依仗的“大本营”名创优品的业绩的滑坡，却给他“泼了一盆冷水”。 财报显示，一季度名创优品实现营收44.27亿，同比增长18.89%；实现净利润4.163亿，同比下滑28.56%。很显然，这份财报不及预期，因此财报披露之后，名创优品美股股价大跌17.56%。 对于叶国富而言，名创优品遭遇业绩波动或许还是小事，毕竟企业发展难免会遭遇瓶颈；其真正的压力其实来自永辉超市。据侃见财经观察，目前永辉超市正面临着亏损和负债的双重压力，作为“大本营”的名创优品一旦不稳，永辉超市的调改也将困难重重。 “大本营”失守 一季度，名创优品实现营收、净利润44.27亿和4.163亿，营收和净利润增速分别为18.89%和-28.56%。 拉长周期来看，这也是名创优品近几年来交出过最差的一份一季报。要知道在去年一季度时，名创优品的营收和净利润增速还有34.31%和41.5%，对比如今的业绩可谓相差甚远。而至于为何一季度净利润会下滑，名创优品给出了三点原因： 第一，是可转债。由于名创优品1月6日发行了一笔金额为5.5亿美元、票息为0.5%，期限为7年的可转债，该笔可转债叠加金融衍生工具，导致每季度增加了对应的公允价值波动和实际利率法下的应计利息成本，此部分按会计准则的要求计入财务费用； 第二，是投资永辉所产生的银行贷款费用，其对应计入年化利率低于3%的借款利息费用； 第三，是","text":"去年9月，叶国富斥资62.7亿元将永辉超市29.4%的股份收入囊中。 这笔交易，将叶国富放在了市场的聚光灯之下。当时，对于这笔交易，市场分歧较大。 消息一经传出，名创优品股价当即大跌超24%。 好在名创优品 $名创优品(MNSO)$ 业绩的快速增长，给了叶国富十足的底气。他在公开场合表示“看不懂就对了，如果大家都看懂了，我就没机会了。” 但到今年一季度，其依仗的“大本营”名创优品的业绩的滑坡，却给他“泼了一盆冷水”。 财报显示，一季度名创优品实现营收44.27亿，同比增长18.89%；实现净利润4.163亿，同比下滑28.56%。很显然，这份财报不及预期，因此财报披露之后，名创优品美股股价大跌17.56%。 对于叶国富而言，名创优品遭遇业绩波动或许还是小事，毕竟企业发展难免会遭遇瓶颈；其真正的压力其实来自永辉超市。据侃见财经观察，目前永辉超市正面临着亏损和负债的双重压力，作为“大本营”的名创优品一旦不稳，永辉超市的调改也将困难重重。 “大本营”失守 一季度，名创优品实现营收、净利润44.27亿和4.163亿，营收和净利润增速分别为18.89%和-28.56%。 拉长周期来看，这也是名创优品近几年来交出过最差的一份一季报。要知道在去年一季度时，名创优品的营收和净利润增速还有34.31%和41.5%，对比如今的业绩可谓相差甚远。而至于为何一季度净利润会下滑，名创优品给出了三点原因： 第一，是可转债。由于名创优品1月6日发行了一笔金额为5.5亿美元、票息为0.5%，期限为7年的可转债，该笔可转债叠加金融衍生工具，导致每季度增加了对应的公允价值波动和实际利率法下的应计利息成本，此部分按会计准则的要求计入财务费用； 第二，是投资永辉所产生的银行贷款费用，其对应计入年化利率低于3%的借款利息费用； 第三，是","images":[{"img":"https://static.tigerbbs.com/1f38563b2e4122db4fb15caf82970d42","width":"640","height":"443"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447218618306976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415528753729968,"gmtCreate":1742458257807,"gmtModify":1742462952887,"author":{"id":"4131785521612960","authorId":"4131785521612960","name":"大酒蒙子","avatar":"https://static.tigerbbs.com/6750828ce52ec4d5151ff5300eefe9ad","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131785521612960","idStr":"4131785521612960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02561\">$维升药业-B(02561)$ </a> 慌得一批啊","listText":"<a 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21:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月17日，美国医疗保险和医疗补助服务中心宣布选择15种额外的药物，包括<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>的减肥药Ozempic和Wegovy，用于医疗保险D部分的价格谈判。</p><p>诺和诺德美股盘前下挫，现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc30fe776defa922c187f2257615361e\" tg-width=\"864\" 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这笔交易，将叶国富放在了市场的聚光灯之下。当时，对于这笔交易，市场分歧较大。 消息一经传出，名创优品股价当即大跌超24%。 好在名创优品 <a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 业绩的快速增长，给了叶国富十足的底气。他在公开场合表示“看不懂就对了，如果大家都看懂了，我就没机会了。” 但到今年一季度，其依仗的“大本营”名创优品的业绩的滑坡，却给他“泼了一盆冷水”。 财报显示，一季度名创优品实现营收44.27亿，同比增长18.89%；实现净利润4.163亿，同比下滑28.56%。很显然，这份财报不及预期，因此财报披露之后，名创优品美股股价大跌17.56%。 对于叶国富而言，名创优品遭遇业绩波动或许还是小事，毕竟企业发展难免会遭遇瓶颈；其真正的压力其实来自永辉超市。据侃见财经观察，目前永辉超市正面临着亏损和负债的双重压力，作为“大本营”的名创优品一旦不稳，永辉超市的调改也将困难重重。 “大本营”失守 一季度，名创优品实现营收、净利润44.27亿和4.163亿，营收和净利润增速分别为18.89%和-28.56%。 拉长周期来看，这也是名创优品近几年来交出过最差的一份一季报。要知道在去年一季度时，名创优品的营收和净利润增速还有34.31%和41.5%，对比如今的业绩可谓相差甚远。而至于为何一季度净利润会下滑，名创优品给出了三点原因： 第一，是可转债。由于名创优品1月6日发行了一笔金额为5.5亿美元、票息为0.5%，期限为7年的可转债，该笔可转债叠加金融衍生工具，导致每季度增加了对应的公允价值波动和实际利率法下的应计利息成本，此部分按会计准则的要求计入财务费用； 第二，是投资永辉所产生的银行贷款费用，其对应计入年化利率低于3%的借款利息费用； 第三，是","listText":"去年9月，叶国富斥资62.7亿元将永辉超市29.4%的股份收入囊中。 这笔交易，将叶国富放在了市场的聚光灯之下。当时，对于这笔交易，市场分歧较大。 消息一经传出，名创优品股价当即大跌超24%。 好在名创优品 <a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a> 业绩的快速增长，给了叶国富十足的底气。他在公开场合表示“看不懂就对了，如果大家都看懂了，我就没机会了。” 但到今年一季度，其依仗的“大本营”名创优品的业绩的滑坡，却给他“泼了一盆冷水”。 财报显示，一季度名创优品实现营收44.27亿，同比增长18.89%；实现净利润4.163亿，同比下滑28.56%。很显然，这份财报不及预期，因此财报披露之后，名创优品美股股价大跌17.56%。 对于叶国富而言，名创优品遭遇业绩波动或许还是小事，毕竟企业发展难免会遭遇瓶颈；其真正的压力其实来自永辉超市。据侃见财经观察，目前永辉超市正面临着亏损和负债的双重压力，作为“大本营”的名创优品一旦不稳，永辉超市的调改也将困难重重。 “大本营”失守 一季度，名创优品实现营收、净利润44.27亿和4.163亿，营收和净利润增速分别为18.89%和-28.56%。 拉长周期来看，这也是名创优品近几年来交出过最差的一份一季报。要知道在去年一季度时，名创优品的营收和净利润增速还有34.31%和41.5%，对比如今的业绩可谓相差甚远。而至于为何一季度净利润会下滑，名创优品给出了三点原因： 第一，是可转债。由于名创优品1月6日发行了一笔金额为5.5亿美元、票息为0.5%，期限为7年的可转债，该笔可转债叠加金融衍生工具，导致每季度增加了对应的公允价值波动和实际利率法下的应计利息成本，此部分按会计准则的要求计入财务费用； 第二，是投资永辉所产生的银行贷款费用，其对应计入年化利率低于3%的借款利息费用； 第三，是","text":"去年9月，叶国富斥资62.7亿元将永辉超市29.4%的股份收入囊中。 这笔交易，将叶国富放在了市场的聚光灯之下。当时，对于这笔交易，市场分歧较大。 消息一经传出，名创优品股价当即大跌超24%。 好在名创优品 $名创优品(MNSO)$ 业绩的快速增长，给了叶国富十足的底气。他在公开场合表示“看不懂就对了，如果大家都看懂了，我就没机会了。” 但到今年一季度，其依仗的“大本营”名创优品的业绩的滑坡，却给他“泼了一盆冷水”。 财报显示，一季度名创优品实现营收44.27亿，同比增长18.89%；实现净利润4.163亿，同比下滑28.56%。很显然，这份财报不及预期，因此财报披露之后，名创优品美股股价大跌17.56%。 对于叶国富而言，名创优品遭遇业绩波动或许还是小事，毕竟企业发展难免会遭遇瓶颈；其真正的压力其实来自永辉超市。据侃见财经观察，目前永辉超市正面临着亏损和负债的双重压力，作为“大本营”的名创优品一旦不稳，永辉超市的调改也将困难重重。 “大本营”失守 一季度，名创优品实现营收、净利润44.27亿和4.163亿，营收和净利润增速分别为18.89%和-28.56%。 拉长周期来看，这也是名创优品近几年来交出过最差的一份一季报。要知道在去年一季度时，名创优品的营收和净利润增速还有34.31%和41.5%，对比如今的业绩可谓相差甚远。而至于为何一季度净利润会下滑，名创优品给出了三点原因： 第一，是可转债。由于名创优品1月6日发行了一笔金额为5.5亿美元、票息为0.5%，期限为7年的可转债，该笔可转债叠加金融衍生工具，导致每季度增加了对应的公允价值波动和实际利率法下的应计利息成本，此部分按会计准则的要求计入财务费用； 第二，是投资永辉所产生的银行贷款费用，其对应计入年化利率低于3%的借款利息费用； 第三，是","images":[{"img":"https://static.tigerbbs.com/1f38563b2e4122db4fb15caf82970d42","width":"640","height":"443"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447218618306976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407754532688360,"gmtCreate":1740564166950,"gmtModify":1740564168693,"author":{"id":"4131785521612960","authorId":"4131785521612960","name":"大酒蒙子","avatar":"https://static.tigerbbs.com/6750828ce52ec4d5151ff5300eefe9ad","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131785521612960","authorIdStr":"4131785521612960"},"themes":[],"htmlText":"马后炮罢了，做空也是价值投资","listText":"马后炮罢了，做空也是价值投资","text":"马后炮罢了，做空也是价值投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407754532688360","repostId":"407745034580360","repostType":1,"repost":{"id":407745034580360,"gmtCreate":1740561637410,"gmtModify":1740562255201,"author":{"id":"3556065915296727","authorId":"3556065915296727","name":"京城Z先生","avatar":"https://static.tigerbbs.com/da54e036041e5c8ebada295a54421b52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556065915296727","authorIdStr":"3556065915296727"},"themes":[],"title":"永远不要做空","htmlText":"图片 最近“东升西降”的话题很热，行情上更是蹊跷板，美股大跌港股大涨，于是部分脑袋灵活的小伙伴，就开始琢磨“超额收益”。 基本有两个方向，有些觉得港股这波严重超涨了，就开始买yang；有些觉得美股AI泡沫还没崩完，就开始买sqqq。 这波最终结局怎样还不好说，但我个人非常不推荐大家使用类似的策略。 --- 说说我个人的看法： 首先，你做空一个标的，本质上是与它为敌，它活的越好你越气，它活的越差你才越兴奋。 听完这描述，是不是觉得像那种生活中你最讨厌的刻薄小人，特别见不得人好的那种？ 不管你主观上是不是这个样子，但这个策略都会潜移默化的让你这个人，向这个方向发展。 中短期的股价是不可预测的，往往会因某些大傻子的极端行为，造成超跌再超跌，或超涨再超涨，你怎么办？ 我们投资是来让资产增值的，不是让自己多几个敌人的。 其次，投资不是只能买和卖，还可以不参与或者换场子。 你不看好它就回避它，你看好但觉得贵了就结账走人，去找下一个优质标的做多，本质上这才是在做正向的事。 结交的优质朋友越多，以后的路自然就越广，这不只在人生上适用，在股票上也一样。 好公司遇到好价格就大胆下单，这个价格不好就找下一个，永远有找不完的好公司，永远向上做多，结局自然是资产越积越高。 别和我说市场没有做多的机会，市场每个月都有很多机会，绝大多数机会没抓到的第一原因是没去研究，第二原因是没钱。 最后，抛开大道理聊投资本身。 从没哪个人能长期靠做空赚钱的，因为做空风险无限高的同时收益却是有上限的，属于完全不对等风险。 做多赚钱的大佬，你随口能说出一堆，但做空的大佬，绝大多数人只能说出利弗莫尔和贝瑞。 利弗莫尔多次爆仓后自杀了，贝瑞除了08年金融危机做空赚嗨了外，后面这十几年也是收益平平。 人会撒谎，但历史不会，既然做多是最可能赚到钱的方法，你为什么要做逆行者？一路向南是到不了北边的。 --- 我知道很多人在某次做空","listText":"图片 最近“东升西降”的话题很热，行情上更是蹊跷板，美股大跌港股大涨，于是部分脑袋灵活的小伙伴，就开始琢磨“超额收益”。 基本有两个方向，有些觉得港股这波严重超涨了，就开始买yang；有些觉得美股AI泡沫还没崩完，就开始买sqqq。 这波最终结局怎样还不好说，但我个人非常不推荐大家使用类似的策略。 --- 说说我个人的看法： 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21:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月17日，美国医疗保险和医疗补助服务中心宣布选择15种额外的药物，包括<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>的减肥药Ozempic和Wegovy，用于医疗保险D部分的价格谈判。</p><p>诺和诺德美股盘前下挫，现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc30fe776defa922c187f2257615361e\" tg-width=\"864\" 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