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whoops
whoops
·
2021-05-29
$高途(GOTU)$
垃总啥时候把跟谁学改名了？
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whoops
whoops
·
2021-03-08
$AerCap Holdings N.V.(AER)$
$通用电气(GE)$
火钳刘明
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whoops
whoops
·
2021-03-05
$波音(BA)$
$Spirit AeroSystems Holdings Inc(SPR)$
每天都是冲高然后被大盘拉下来。[无语]
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whoops
whoops
·
2021-03-01
$波音(BA)$
$Spirit AeroSystems Holdings Inc(SPR)$
请系好安全带，收起小桌板，打开遮光板，准备起飞
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whoops
whoops
·
2021-02-23
$Biostar Pharmaceuticals, Inc.(BSPM)$
为什么我的关注里会有这个玩意儿？
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whoops
whoops
·
2021-02-22
$挪威邮轮(NCLH)$
$嘉年华邮轮(CCL)$
$皇家加勒比邮轮(RCL)$
邮轮股风险还是很大，首先是去年三大增发了几轮，就算是最高股价也没有很高的增长空间了，还有继续增发续命的可能，其次是欧盟国家接种进度太慢，赶不上美国，对邮轮开放日期也是个风险点。如果真的6月甚至7月无法大规模开航，三大真有破产的风险。2张call翻倍出了，大家继续玩。
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whoops
whoops
·
2021-02-22
$辉瑞(PFE)$
辉瑞因为疫苗这个破事去年营收大幅下降，长年的制药头把交椅都没了。今年又是为疫苗扩产，这需要新建大量的设施和招募新的员工，发达国家接种完之后这些设施和人员怎么处理？发达国家本来就是接近成本价在卖，不亏钱就不错了，发展中国家朝你要疫苗你敢涨价吗？别说研发过程发展中国家没给辉瑞投钱，无赖不会和你谈这个，你涨价或者停止生产都会骂你，抹黑你，怎么办？只能继续成本价甚至降价卖给他们。等全世界接种都完成了呢？这些生产线和人员咋办？有那么多别的疫苗或者药品能消耗这些设施吗？又是一笔烂账。新冠疫苗这个东西，对于Modena或者BioNTech这种初创企业才有好处，他们都是和药厂合作，自己出技术拿收益，药厂生产，而对辉瑞、诺华这种企业来说是很难赚到钱的。疫苗短期对辉瑞股价只会有不利影响。
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whoops
whoops
·
2021-02-22
$波音(BA)$
pw4000发动机的问题，和波音没关系，这种发动机很多空客飞机也用了。一边发动机炸了还是安稳将军，波音飞机可靠。逢低加一点仓。
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whoops
whoops
·
2021-02-22
$波音(BA)$
昨天有两架波音飞机出了事，一架是777，用的发动机是普惠pw4000，这款发动机已经问世超过30年，运用在包括波音、空客的多个主力机型上，不过30多年了，可靠性还是很好的，只陆续出过一些小问题。美联航目前临时停飞了所有使用pw4000发动机的波音777飞机。另一架747是货机，也是发动机爆炸，目前不清楚发动机型号。晚上波音股价会有不小的波动，不过777作为一个老型号系列，因飞机本身原因目前没有出过致命事故，死人的都和飞机本身没关系，个人觉得这个事对波音影响有限。
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whoops
whoops
·
2021-02-20
$挪威邮轮(NCLH)$
想放弃了。首先能不能撑到6月是个问题，如果继续增发续命，股价会被稀释更多。即使复航，北欧的几个国家疫苗接种这么慢对旅游的恢复也是个障碍，更不用说去年大举借债续命导致的债务膨胀。目前唯一的好消息就是疫情熬死了很多小的竞争对手。我预测三大邮轮今年肯定得倒一个。
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href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a><a href=\"https://laohu8.com/S/RCL\">$皇家加勒比邮轮(RCL)$</a>邮轮股风险还是很大，首先是去年三大增发了几轮，就算是最高股价也没有很高的增长空间了，还有继续增发续命的可能，其次是欧盟国家接种进度太慢，赶不上美国，对邮轮开放日期也是个风险点。如果真的6月甚至7月无法大规模开航，三大真有破产的风险。2张call翻倍出了，大家继续玩。","listText":"<a href=\"https://laohu8.com/S/NCLH\">$挪威邮轮(NCLH)$</a><a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a><a 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href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>辉瑞因为疫苗这个破事去年营收大幅下降，长年的制药头把交椅都没了。今年又是为疫苗扩产，这需要新建大量的设施和招募新的员工，发达国家接种完之后这些设施和人员怎么处理？发达国家本来就是接近成本价在卖，不亏钱就不错了，发展中国家朝你要疫苗你敢涨价吗？别说研发过程发展中国家没给辉瑞投钱，无赖不会和你谈这个，你涨价或者停止生产都会骂你，抹黑你，怎么办？只能继续成本价甚至降价卖给他们。等全世界接种都完成了呢？这些生产线和人员咋办？有那么多别的疫苗或者药品能消耗这些设施吗？又是一笔烂账。新冠疫苗这个东西，对于Modena或者BioNTech这种初创企业才有好处，他们都是和药厂合作，自己出技术拿收益，药厂生产，而对辉瑞、诺华这种企业来说是很难赚到钱的。疫苗短期对辉瑞股价只会有不利影响。","listText":"<a 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