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嘻嘻嘻婆婆
嘻嘻嘻婆婆
·
2021-08-09
[微笑]
特斯拉Cybertruck提车日延后
@小虎AV:
特斯拉Cybertruck原计划于2021年底上市,但今天该公司确认:Cybertruck无法在2021年交付。此前,美国硅谷特斯拉车主账号发布了一个视频,来探索Cybertruck的无限种可能,改装后的电动皮卡灶台、工作台、浴室、床铺一应俱全,甚至喜提马斯克本人点赞[眼眼]这车主想象力很可以 $特斯拉(TSLA)$
特斯拉Cybertruck提车日延后
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嘻嘻嘻婆婆
嘻嘻嘻婆婆
·
2021-08-05
[微笑] [微笑]
【颁奖】2021老虎社区最受欢迎的虎友揭晓
@小虎活动:
大gia好,万众瞩目的2021老虎社区最受欢迎的虎友榜单即将揭晓,快来看看你的爱豆有没有获奖? 首先小虎要公布2021老虎社区影响力排名前十的虎友。(请点击这里查看投票情况) @空军大队长 @柳下惠的气质 @小贝导演 @少帅铁柱 @美股队长8 @骚Will搞美股 @Una是个小韭皇 @走马财经
【颁奖】2021老虎社区最受欢迎的虎友揭晓
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嘻嘻嘻婆婆
嘻嘻嘻婆婆
·
2021-06-19
[思考] [思考]
台积电董事长称美国应投资研发,非转移供应链
@小虎AV:
台积电董事长在《60分钟》节目中表示,自己能理解美国对大多数芯片都在亚洲生产而担忧,但行业的短缺问题归根结底是疫情造成的。美国应投资研发,培养更多博士、硕士、本科生进入该领域,而非转移供应链。 $台积电(TSM)$
台积电董事长称美国应投资研发,非转移供应链
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嘻嘻嘻婆婆
嘻嘻嘻婆婆
·
2021-06-04
[思考] [思考]
拒绝内卷,眼馋时代天使的朋友可曲线救国!
@价值投资为王:
时代天使今日招股,但市场预测一手中签率或仅为1%,甲组恐无缘必中一手,多数打新族选择躺平,拒绝内卷。虽然挂在嘴边的大肉吃不到,但不必懊悔,不如曲线救国,看看隐形牙套另一龙头——阿莱技术。阿莱技术:隐形矫治器首创者、全球龙头、中国市场销售额NO.1!阿莱技术是美股上市公司,为隐形矫治器首创公司,当前市值455亿美元,上市之后涨幅超38倍,妥妥的大牛股!阿莱技术(ALGN),部分投资者翻译为爱齐科技,成立于1997年,旗下主要产品为隐适美,目前的市场份额为全球第一,在中国,按销售额计同为NO.1!阿莱技术与时代天使同样优秀!先看成长性,2012年,阿莱技术营收5.6亿美元,2019年营收增长至24.07亿,年营收复合增速23.16%。由于2020年受疫情影响,尤其是阿莱技术的大本营在欧美,业务受到重挫,考虑到2020年为异常值,因此计算年复合增速时将2020年排除在外。这样的营收增速不比时代天使差,考虑到两者之间体量大小不同,阿莱技术和时代天使的增速都较为优秀!2020年,阿莱技术中国区营收2亿美金,换算成人民币在13亿左右,高于时代天使的8.17亿人民币。因此,时代天使在招股书中号称自己是国内隐形矫治器老大,不是按销售额计算的,而是按照达成案例数计算。之所以会有不同,主要是阿莱的产品隐适美,售价要高于时代天使。再来看盈利能力,阿莱技术和时代天使净利率十分接近。2020年受疫情影响,阿莱的盈利能力不具参考价值,就按照2020年的盈利能力来看。从毛利率上看,阿莱技术为72.5%,时代天使毛利率64.6%。由于时代天使处于放量期,毛利率尚在提升中,因此,两家公司从毛利率上看,都是高盈利水准,不相上下。净利率方面,2019年阿莱技术为18.4%,时代天使2020年净利率为18.5%,十分接近。隐形矫治器护城河高筑!隐形矫治器在中美两国都算是二类医疗器械,准入门槛并不高,因此,全球竞争
拒绝内卷,眼馋时代天使的朋友可曲线救国!
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"特斯拉Cybertruck原计划于2021年底上市,但今天该公司确认:Cybertruck无法在2021年交付。此前,美国硅谷特斯拉车主账号发布了一个视频,来探索Cybertruck的无限种可能,改装后的电动皮卡灶台、工作台、浴室、床铺一应俱全,甚至喜提马斯克本人点赞[眼眼]这车主想象力很可以 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[微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899381133","repostId":"890978967","repostType":1,"repost":{"id":890978967,"gmtCreate":1628080464953,"gmtModify":1631899155355,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【颁奖】2021老虎社区最受欢迎的虎友揭晓","htmlText":"大gia好,万众瞩目的2021老虎社区最受欢迎的虎友榜单即将揭晓,快来看看你的爱豆有没有获奖? 首先小虎要公布2021老虎社区影响力排名前十的虎友。(<a href=\"https://laohu8.com/TW/147338736\" target=\"_blank\">请点击这里查看投票情况</a>) <a target=\"_blank\" href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a> <a target=\"_blank\" href=\"https://laohu8.com/U/27853154588556\">@柳下惠的气质</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3505175992816849\">@小贝导演</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3461111818041475\">@少帅铁柱</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3521339628608760\">@美股队长8</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3571132313968115\">@骚Will搞美股</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3555144802772256\">@Una是个小韭皇</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3555926517215344\">@走马财经</a>","listText":"大gia好,万众瞩目的2021老虎社区最受欢迎的虎友榜单即将揭晓,快来看看你的爱豆有没有获奖? 首先小虎要公布2021老虎社区影响力排名前十的虎友。(<a href=\"https://laohu8.com/TW/147338736\" target=\"_blank\">请点击这里查看投票情况</a>) <a target=\"_blank\" href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a> <a target=\"_blank\" href=\"https://laohu8.com/U/27853154588556\">@柳下惠的气质</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3505175992816849\">@小贝导演</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3461111818041475\">@少帅铁柱</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3521339628608760\">@美股队长8</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3571132313968115\">@骚Will搞美股</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3555144802772256\">@Una是个小韭皇</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3555926517215344\">@走马财经</a>","text":"大gia好,万众瞩目的2021老虎社区最受欢迎的虎友榜单即将揭晓,快来看看你的爱豆有没有获奖? 首先小虎要公布2021老虎社区影响力排名前十的虎友。(请点击这里查看投票情况) @空军大队长 @柳下惠的气质 @小贝导演 @少帅铁柱 @美股队长8 @骚Will搞美股 @Una是个小韭皇 @走马财经","images":[{"img":"https://static.tigerbbs.com/82e19e2adebbf2c25108f6926818deea","width":"1080","height":"648"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890978967","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165363788,"gmtCreate":1624096800744,"gmtModify":1624096800744,"author":{"id":"10000000000004293","authorId":"10000000000004293","name":"嘻嘻嘻婆婆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004293","idStr":"10000000000004293"},"themes":[],"title":"","htmlText":"[思考] [思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165363788","repostId":"166595384","repostType":1,"repost":{"id":166595384,"gmtCreate":1624016183444,"gmtModify":1624064393546,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"台积电董事长称美国应投资研发,非转移供应链","htmlText":"\n \n \n 台积电董事长在《60分钟》节目中表示,自己能理解美国对大多数芯片都在亚洲生产而担忧,但行业的短缺问题归根结底是疫情造成的。美国应投资研发,培养更多博士、硕士、本科生进入该领域,而非转移供应链。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>\n \n","listText":"台积电董事长在《60分钟》节目中表示,自己能理解美国对大多数芯片都在亚洲生产而担忧,但行业的短缺问题归根结底是疫情造成的。美国应投资研发,培养更多博士、硕士、本科生进入该领域,而非转移供应链。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>","text":"台积电董事长在《60分钟》节目中表示,自己能理解美国对大多数芯片都在亚洲生产而担忧,但行业的短缺问题归根结底是疫情造成的。美国应投资研发,培养更多博士、硕士、本科生进入该领域,而非转移供应链。 $台积电(TSM)$","images":[{"img":"https://static.tigerbbs.com/241045f92cf3dfa47527915c605c7ad3","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166595384","isVote":1,"tweetType":2,"object":{"id":"94fae585619f401c97e2bfa8f6752be3","tweetId":"166595384","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/e9e8edb23701925919556601897/Ka4XAM5oabEA.mp4","poster":"https://static.tigerbbs.com/241045f92cf3dfa47527915c605c7ad3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116833302,"gmtCreate":1622786401706,"gmtModify":1622786401706,"author":{"id":"10000000000004293","authorId":"10000000000004293","name":"嘻嘻嘻婆婆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004293","idStr":"10000000000004293"},"themes":[],"title":"","htmlText":"[思考] [思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116833302","repostId":"118936918","repostType":1,"repost":{"id":118936918,"gmtCreate":1622711765434,"gmtModify":1705754002179,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"拒绝内卷,眼馋时代天使的朋友可曲线救国!","htmlText":"时代天使今日招股,但市场预测一手中签率或仅为1%,甲组恐无缘必中一手,多数打新族选择躺平,拒绝内卷。虽然挂在嘴边的大肉吃不到,但不必懊悔,不如曲线救国,看看隐形牙套另一龙头——阿莱技术。阿莱技术:隐形矫治器首创者、全球龙头、中国市场销售额NO.1!阿莱技术是美股上市公司,为隐形矫治器首创公司,当前市值455亿美元,上市之后涨幅超38倍,妥妥的大牛股!阿莱技术(ALGN),部分投资者翻译为爱齐科技,成立于1997年,旗下主要产品为隐适美,目前的市场份额为全球第一,在中国,按销售额计同为NO.1!阿莱技术与时代天使同样优秀!先看成长性,2012年,阿莱技术营收5.6亿美元,2019年营收增长至24.07亿,年营收复合增速23.16%。由于2020年受疫情影响,尤其是阿莱技术的大本营在欧美,业务受到重挫,考虑到2020年为异常值,因此计算年复合增速时将2020年排除在外。这样的营收增速不比时代天使差,考虑到两者之间体量大小不同,阿莱技术和时代天使的增速都较为优秀!2020年,阿莱技术中国区营收2亿美金,换算成人民币在13亿左右,高于时代天使的8.17亿人民币。因此,时代天使在招股书中号称自己是国内隐形矫治器老大,不是按销售额计算的,而是按照达成案例数计算。之所以会有不同,主要是阿莱的产品隐适美,售价要高于时代天使。再来看盈利能力,阿莱技术和时代天使净利率十分接近。2020年受疫情影响,阿莱的盈利能力不具参考价值,就按照2020年的盈利能力来看。从毛利率上看,阿莱技术为72.5%,时代天使毛利率64.6%。由于时代天使处于放量期,毛利率尚在提升中,因此,两家公司从毛利率上看,都是高盈利水准,不相上下。净利率方面,2019年阿莱技术为18.4%,时代天使2020年净利率为18.5%,十分接近。隐形矫治器护城河高筑!隐形矫治器在中美两国都算是二类医疗器械,准入门槛并不高,因此,全球竞争","listText":"时代天使今日招股,但市场预测一手中签率或仅为1%,甲组恐无缘必中一手,多数打新族选择躺平,拒绝内卷。虽然挂在嘴边的大肉吃不到,但不必懊悔,不如曲线救国,看看隐形牙套另一龙头——阿莱技术。阿莱技术:隐形矫治器首创者、全球龙头、中国市场销售额NO.1!阿莱技术是美股上市公司,为隐形矫治器首创公司,当前市值455亿美元,上市之后涨幅超38倍,妥妥的大牛股!阿莱技术(ALGN),部分投资者翻译为爱齐科技,成立于1997年,旗下主要产品为隐适美,目前的市场份额为全球第一,在中国,按销售额计同为NO.1!阿莱技术与时代天使同样优秀!先看成长性,2012年,阿莱技术营收5.6亿美元,2019年营收增长至24.07亿,年营收复合增速23.16%。由于2020年受疫情影响,尤其是阿莱技术的大本营在欧美,业务受到重挫,考虑到2020年为异常值,因此计算年复合增速时将2020年排除在外。这样的营收增速不比时代天使差,考虑到两者之间体量大小不同,阿莱技术和时代天使的增速都较为优秀!2020年,阿莱技术中国区营收2亿美金,换算成人民币在13亿左右,高于时代天使的8.17亿人民币。因此,时代天使在招股书中号称自己是国内隐形矫治器老大,不是按销售额计算的,而是按照达成案例数计算。之所以会有不同,主要是阿莱的产品隐适美,售价要高于时代天使。再来看盈利能力,阿莱技术和时代天使净利率十分接近。2020年受疫情影响,阿莱的盈利能力不具参考价值,就按照2020年的盈利能力来看。从毛利率上看,阿莱技术为72.5%,时代天使毛利率64.6%。由于时代天使处于放量期,毛利率尚在提升中,因此,两家公司从毛利率上看,都是高盈利水准,不相上下。净利率方面,2019年阿莱技术为18.4%,时代天使2020年净利率为18.5%,十分接近。隐形矫治器护城河高筑!隐形矫治器在中美两国都算是二类医疗器械,准入门槛并不高,因此,全球竞争","text":"时代天使今日招股,但市场预测一手中签率或仅为1%,甲组恐无缘必中一手,多数打新族选择躺平,拒绝内卷。虽然挂在嘴边的大肉吃不到,但不必懊悔,不如曲线救国,看看隐形牙套另一龙头——阿莱技术。阿莱技术:隐形矫治器首创者、全球龙头、中国市场销售额NO.1!阿莱技术是美股上市公司,为隐形矫治器首创公司,当前市值455亿美元,上市之后涨幅超38倍,妥妥的大牛股!阿莱技术(ALGN),部分投资者翻译为爱齐科技,成立于1997年,旗下主要产品为隐适美,目前的市场份额为全球第一,在中国,按销售额计同为NO.1!阿莱技术与时代天使同样优秀!先看成长性,2012年,阿莱技术营收5.6亿美元,2019年营收增长至24.07亿,年营收复合增速23.16%。由于2020年受疫情影响,尤其是阿莱技术的大本营在欧美,业务受到重挫,考虑到2020年为异常值,因此计算年复合增速时将2020年排除在外。这样的营收增速不比时代天使差,考虑到两者之间体量大小不同,阿莱技术和时代天使的增速都较为优秀!2020年,阿莱技术中国区营收2亿美金,换算成人民币在13亿左右,高于时代天使的8.17亿人民币。因此,时代天使在招股书中号称自己是国内隐形矫治器老大,不是按销售额计算的,而是按照达成案例数计算。之所以会有不同,主要是阿莱的产品隐适美,售价要高于时代天使。再来看盈利能力,阿莱技术和时代天使净利率十分接近。2020年受疫情影响,阿莱的盈利能力不具参考价值,就按照2020年的盈利能力来看。从毛利率上看,阿莱技术为72.5%,时代天使毛利率64.6%。由于时代天使处于放量期,毛利率尚在提升中,因此,两家公司从毛利率上看,都是高盈利水准,不相上下。净利率方面,2019年阿莱技术为18.4%,时代天使2020年净利率为18.5%,十分接近。隐形矫治器护城河高筑!隐形矫治器在中美两国都算是二类医疗器械,准入门槛并不高,因此,全球竞争","images":[{"img":"https://static.tigerbbs.com/8fefe4cafbb35c6731df9960374e1f83","width":"688","height":"391"},{"img":"https://static.tigerbbs.com/b97fd0eac47617435f50ab5df5b2f4d2","width":"688","height":"399"},{"img":"https://static.tigerbbs.com/16899d30865a24eb7e641532426d03aa","width":"688","height":"406"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118936918","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}