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JackXu

IP属地：浙江

帖子 · 18帖子 · 18
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- JackXuJackXu
  ·01-09
  $布鲁可(00325)$ 感谢老虎，申购一手中一手，吃大肉了[开心] [开心] [开心]
  2,674 9
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- JackXuJackXu
  ·2021-08-31
  因为是zf的朋友？
  高瓴诠释什么叫炒“赛道股”
  随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。 8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于
  高瓴诠释什么叫炒“赛道股”
  3,067 评论
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- JackXuJackXu
  ·2021-08-24
  哈？只有微信不让淘宝，抖音分享，没听说支付宝，抖音不让微信分享啊……所以这是为什么不是显而易见么
  非常抱歉，此主贴已删除
  3,087 评论
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- JackXuJackXu
  ·2021-08-23
  $先瑞达医疗-B(06669)$感谢老虎让我落榜
  2,422 1
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- JackXuJackXu
  ·2021-08-18
  $老虎证券(TIGR)$啥时候财报？
  4,809 2
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- JackXuJackXu
  ·2021-06-26
  $每日优鲜(MF)$本来就没打算申购你，财报跟叮咚差的远！结果你跟我说你申购太火爆，提前上市！现在看来。你是下了一盘大棋啊！太恶心人了。赶紧退市吧！虽然没几块钱，但真的被恶心到了。还把老虎拖下水了！
  1,955 评论
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- JackXuJackXu
  ·2021-06-26
  $每日优鲜(MF)$吃相是真难看。第一次被恶心到。这种企业赶紧退市吧！
  5,209 1
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- JackXuJackXu
  ·2021-06-16
  货拉拉跟它啥关系？
  一图看懂 | 中国领先的数字货运平台满帮赴美IPO
  一图看懂 | 中国领先的数字货运平台满帮赴美IPO
  2,906 2
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- JackXuJackXu
  ·2021-06-13
  体验很好，确实解决了二手回收中的痛点！
  2,745 评论
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- JackXuJackXu
  ·2021-06-12
  感恩老虎，端午加餐
  2,600 评论
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11:10","market":"sh","language":"zh","title":"高瓴诠释什么叫炒“赛道股”","url":"https://stock-news.laohu8.com/highlight/detail?id=1149698660","media":"华尔街见闻","summary":"随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于","content":"<p>随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。</p>\n<p>8月30日，“光伏茅”<a href=\"https://laohu8.com/S/601012\">隆基股份</a>披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于上市公司股东净利润49.93亿元，同比增长21.30％。</p>\n<p>报告显示，高瓴位列隆基股份第三大股东，二季度持股比例未变，仍为5.85%，<b>但由于6月底隆基股份每股转增股份0.4股的转增股，截至6月末，高瓴持有隆基股份股数达到3.17亿股。</b></p>\n<p><img src=\"https://static.tigerbbs.com/db8cb152a9e1e5b84d563db8a16511e1\" tg-width=\"640\" tg-height=\"678\" referrerpolicy=\"no-referrer\"></p>\n<p>按照隆基股份周一（8月30日）收盘价97.3元每股计算，高瓴持有隆基股份市值超过308亿元。而据公告显示，去年12月19日，隆基股份股东李春安通过协议转让的方式，向高瓴资本转让其持有的6%公司股份，每股转让价格为70元，交易对价总额为158.41亿元。</p>\n<p><b>这意味着，8个多月的时间里，高瓴在隆基股份上赚了近150亿元。</b></p>\n<p>作为光伏行业龙头之一，隆基股份股价自8月20日以来强势反弹，从最低77元一路走高，周一更是大涨7.15%，创下历史新高，市值突破5000亿。</p>\n<p>今日光伏板块集体回调，隆基股份一度大跌8%，<a href=\"https://laohu8.com/S/603063\">禾望电气</a>、<a href=\"https://laohu8.com/S/002335\">科华数据</a>、福斯特等跌停。</p>\n<p><img src=\"https://static.tigerbbs.com/065bb04c3c10a4e03c0d0f2ddc516fad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>高瓴布局碳中和 <a href=\"https://laohu8.com/S/300750\">宁德时代</a>浮盈200亿</b></p>\n<p>高瓴在宁德时代的投资收益也颇丰。</p>\n<p>2020年7月17日，宁德时代定增募资197亿元，当时共计有9名股东参与认购了宁德时代的定增，其中高瓴资本百亿入股，认购了6211.1801万股，认购价格161元。</p>\n<p><b>按照宁德时代周一（8月30日）505元每股的收盘价计算，高瓴这笔投资的回报率超过200%，不考虑今年二季度的减持话，浮盈达到213亿。</b></p>\n<p>据宁德时代上周披露的半年报，今年第二季度，包括多个机构投资者选择纷减持套现，其中高瓴资本减持798.94万股。</p>\n<p>在高瓴减持的二季度，宁德时代市值突破万亿元，股价在6月底达到475元，假设高瓴是在最高位减持，那么这笔投资的浮盈也达到211亿。</p>\n<p><img src=\"https://static.tigerbbs.com/1f338232b66947619e77b665427d1869\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>据<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报统计，截至6月底，高瓴及其旗下二级私募礼仁在A股共计持有17只股票，合计金额达740亿元。</b></p>\n<p>其中隆基股份为第一重仓股，宁德时代位居其后。截至二季末，高瓴持有隆基股份和宁德时代市值达520亿元，占A股持仓超7成。此外，不仅高瓴的二级投资团队在碳中和上布局了隆基、通威、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、<a href=\"https://laohu8.com/S/03868\">信义能源</a>等公司，高瓴的一级团队还投资了碳阻迹、爱科农、蓝晶生物等企业。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高瓴诠释什么叫炒“赛道股”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴诠释什么叫炒“赛道股”\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-31 11:10 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于上市公司股东净利润49.93亿元，同比增长21.30％。\n报告显示，高瓴位列隆基股份第三大股东，二季度持股比例未变，仍为5.85%，但由于6月底隆基股份每股转增股份0.4股的转增股，截至6月末，高瓴...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149698660","content_text":"随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于上市公司股东净利润49.93亿元，同比增长21.30％。\n报告显示，高瓴位列隆基股份第三大股东，二季度持股比例未变，仍为5.85%，但由于6月底隆基股份每股转增股份0.4股的转增股，截至6月末，高瓴持有隆基股份股数达到3.17亿股。\n\n按照隆基股份周一（8月30日）收盘价97.3元每股计算，高瓴持有隆基股份市值超过308亿元。而据公告显示，去年12月19日，隆基股份股东李春安通过协议转让的方式，向高瓴资本转让其持有的6%公司股份，每股转让价格为70元，交易对价总额为158.41亿元。\n这意味着，8个多月的时间里，高瓴在隆基股份上赚了近150亿元。\n作为光伏行业龙头之一，隆基股份股价自8月20日以来强势反弹，从最低77元一路走高，周一更是大涨7.15%，创下历史新高，市值突破5000亿。\n今日光伏板块集体回调，隆基股份一度大跌8%，禾望电气、科华数据、福斯特等跌停。\n\n高瓴布局碳中和 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href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>吃相是真难看。第一次被恶心到。这种企业赶紧退市吧！","text":"$每日优鲜(MF)$吃相是真难看。第一次被恶心到。这种企业赶紧退市吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125989227","isVote":1,"tweetType":1,"viewCount":5209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169816072,"gmtCreate":1623827074996,"gmtModify":1623827074996,"author":{"id":"3481599461153478","authorId":"3481599461153478","name":"JackXu","avatar":"https://static.tigerbbs.com/4c234b2f9593ad75421fa31fd7f3106f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481599461153478","idStr":"3481599461153478"},"themes":[],"htmlText":"货拉拉跟它啥关系？","listText":"货拉拉跟它啥关系？","text":"货拉拉跟它啥关系？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/169816072","repostId":"1142512034","repostType":4,"repost":{"id":"1142512034","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623820571,"share":"https://www.laohu8.com/m/news/1142512034?lang=&edition=full","pubTime":"2021-06-16 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src=\"https://static.tigerbbs.com/3c103b966a852ab2d62f7279d0dc789a\" tg-width=\"750\" tg-height=\"11777\" 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