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IP属地：江苏
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陈为之
陈为之
·
2025-08-07
$礼来(LLY)$
财报超预期、展望超预期，特朗普医药关税相关影响较小。 口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]
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陈为之
陈为之
·
2025-07-31
$Robinhood(HOOD)$
边际递减的业务模式，这么高的估值完全不符合逻辑
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陈为之
陈为之
·
2025-07-29
如果减肥药整体市场不好，礼来也好不了，而且礼来那么高的估值顶不住的
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陈为之
陈为之
·
2025-07-24
如老马所说，Q4、明年Q1、Q2都会很难，耐心等待
@陈为之：
$特斯拉(TSLA)$ “大而美”法案削减补贴、市场竞争导致销量持续下滑，预计特斯拉可能会扭盈为亏，经历一段黑暗时刻。等待FSD大规模商用和cybercab上量，起码得2027年了
$特斯拉(TSLA)$ “大而美”法案削减补贴、市场竞争导致销量持续下滑，预计特斯拉可能会扭盈为亏，经历一段黑暗时刻。等待FSD大规模商用和cybercab上量，起码得2027年了
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陈为之
陈为之
·
2025-07-16
$礼来(LLY)$
这种莫名其妙的大跌最适合捡便宜了，简直就是送钱[财迷]
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陈为之
陈为之
·
2025-07-02
$特斯拉(TSLA)$
“大而美”法案削减补贴、市场竞争导致销量持续下滑，预计特斯拉可能会扭盈为亏，经历一段黑暗时刻。等待FSD大规模商用和cybercab上量，起码得2027年了
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陈为之
陈为之
·
2025-06-30
$苹果(AAPL)$
今天收涨，下个目标215
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陈为之
陈为之
·
2025-04-25
$腾讯控股(00700)$
谷歌财报一出，基本宣告接下来Meta、腾讯财报明牌了，广告业务稳健，AI、云继续增长。买一点CALL
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陈为之
陈为之
·
2025-03-10
没看到行动之前不要买，集中精力把车做好才是正事
非常抱歉，此主贴已删除
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陈为之
陈为之
·
2025-03-07
5月再说，先等等
非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a><v-v data-views=\"1\"></v-v> 财报超预期、展望超预期，特朗普医药关税相关影响较小。 口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意] ","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a><v-v data-views=\"1\"></v-v> 财报超预期、展望超预期，特朗普医药关税相关影响较小。 口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意] ","text":"$礼来(LLY)$ 财报超预期、展望超预期，特朗普医药关税相关影响较小。 口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/465101535863272","isVote":1,"tweetType":1,"viewCount":4994,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203133512682302","authorId":"4203133512682302","name":"hiigee","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4203133512682302","authorIdStr":"4203133512682302"},"content":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理","text":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理","html":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理"},{"author":{"id":"3565002919737341","authorId":"3565002919737341","name":"完全体进化","avatar":"https://static.tigerbbs.com/e44fd0f1ed66b1e71fa9d4c53fc7a43b","crmLevel":6,"crmLevelSwitch":0,"idStr":"3565002919737341","authorIdStr":"3565002919737341"},"content":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。","text":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。","html":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462626204520824,"gmtCreate":1753951576999,"gmtModify":1753951578175,"author":{"id":"3474501087447989","authorId":"3474501087447989","name":"陈为之","avatar":"https://static.tigerbbs.com/0d8fda2682b25b78a706b6ebca366c7e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474501087447989","authorIdStr":"3474501087447989"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$ </a><v-v data-views=\"0\"></v-v> 边际递减的业务模式，这么高的估值完全不符合逻辑","listText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$ </a><v-v data-views=\"0\"></v-v> 边际递减的业务模式，这么高的估值完全不符合逻辑","text":"$Robinhood(HOOD)$ 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