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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-25
$老虎证券(TIGR)$ 社区有问题啊,反应太慢了[喷血]
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-25
$老虎证券(TIGR)$ [微笑]真尼玛肆无忌惮玩啊,我就不信今天你机构有我均价成本低,我在5.2 5.15 5.1等你,想低位补筹码们都没有…!我等你主动来送!目前价格散户做空已经没有意义,做空是做多的5倍风险,干嘛要送钱!
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-23
$携程网(CTRP)$ 666,财报数据完全意料之外,从财报可以看出国内业务增速放缓,但国外业务增长35%亮眼,2019Q1营收82亿,净利润46亿,营收Q1比Q4增长9.3%[净利润增长470%];2018Q1营收67.31亿,净利润10.44亿,Q1比上年同季Q1增长21.82%[净利润增长340%],业务增速两者相抵净利润为王,且Q1营销费用大幅降低,同时近期汇率走高,作为以美元结算外汇来说,无形给携程净利润增长4%到6%的隐形加持。财务数据面总体重大利好,但个人有疑虑之前1年多表现增速净利润平平,这期为何突然营收和净利润暴增3到4倍,是否和国内A市年初快牛有关?。短期空转多有望到42附近,空仓利率较低短线空或42附近依然可以持续加仓做空。【只做数据分析解析,不构成直接投资建议!】
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-23
$唯品会(VIPS)$ 财报数据虽大方向意料之中,但净利润增长完全意料之外,从财报可以看出销售额持续下滑,用户活跃黏性持续加强,但运营成本有近1个点降低,国外业务增长35%亮眼,2019Q1营收213亿,净利润8.723亿,营收Q1比Q4增长-14.8%[净利润增长25.69%];2018Q1营收193.68亿,净利润5.25亿,Q1比上年同季Q1增长9.98%[净利润增长66.15%],对电商而言数据一般但利润亮眼,利润为王,财报数据利好,能撑的起8到8.5的区间,短期看好空转多,空利率较低高位仍可以短空操作。
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-22
$唯品会(VIPS)$ 根据之前媒体数据分析,此次财报数据表现一般,不会有什么大的亮点,去年同比和上一季度营收净利润比较低,预计同比营收和近利润增长约1.8到2.5%。整体数据分析并未重大利好支撑股价,根据数据判断短期看空。【只做数据分析解析,不构成直接投资建议!】
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-22
$携程网(CTRP)$ 从这两年发展趋势看,携程、阿里、美团三足鼎立,但阿里和美团增速远超携程,同时17年开始携程增速以明显放缓收窄,且携程相关体系庞大服务质量参差不齐,相关投资体系的公司也不断亏损扩大,以及携程产品服务对投诉和旅游、酒店等相关产品过于强势,客户体验和投诉应对效率远不及阿里、美团,另一方面业绩持续承压放缓。通过收集数据和媒体公布的数据,综合分析预测第一季度营收约71到74亿左右,同时加速布局线下成本增加,亏损有望继续扩大。因此第一第二季度财报数据看空。【只做数据分析解析,不构成直接投资建议!】
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-18
$瑞幸咖啡(LK)$ 最快IPO记录应该是行使了超配额权,如果按历史业绩营收数据真实估值,净值大约值25到28亿美元,如果2019按照2018年的业绩营收速度附加推算估算约32亿美元,总体估值还是偏高。如果同时还行使了超配额权,以现在的价格那泡沫真的挺大的,不知道这盘子走势会不会妖,总体风险还是偏高需要小心控制风险,把握短线机会。
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-17
$老虎证券(TIGR)$ 财报这个东西,关键是要看到前景和增速是否复合预期,财务数据是否健康,不要太刻意在意是否是正利润,很多公司上市十几年还是负利润,股价上千美元。目前已经是处于底部,最大风险利空已尽,财务数据分布相对还是比较健康的,比上市前夕的财报要健康很多的。。仔细去对比品味。
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-17
$老虎证券(TIGR)$ 大家给给力,6块等,想再吃40K,空头给力点多跌点,反正利空已出已尽,拿着放心。。。。
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风雨变幻荣辱不惊
风雨变幻荣辱不惊
·
2019-05-17
$老虎证券(TIGR)$ 真蠢,什么是真卖,什么是挂空单唬人给空票补票都看不懂,难道要让我挂50K出来,不停放价给空单?。。有本事放到6点,我还要50K,6.0快来吧。。
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666,财报数据完全意料之外,从财报可以看出国内业务增速放缓,但国外业务增长35%亮眼,2019Q1营收82亿,净利润46亿,营收Q1比Q4增长9.3%[净利润增长470%];2018Q1营收67.31亿,净利润10.44亿,Q1比上年同季Q1增长21.82%[净利润增长340%],业务增速两者相抵净利润为王,且Q1营销费用大幅降低,同时近期汇率走高,作为以美元结算外汇来说,无形给携程净利润增长4%到6%的隐形加持。财务数据面总体重大利好,但个人有疑虑之前1年多表现增速净利润平平,这期为何突然营收和净利润暴增3到4倍,是否和国内A市年初快牛有关?。短期空转多有望到42附近,空仓利率较低短线空或42附近依然可以持续加仓做空。【只做数据分析解析,不构成直接投资建议!】","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/906961522","isVote":1,"tweetType":1,"viewCount":7380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":906960597,"gmtCreate":1558578166919,"gmtModify":1704696877351,"author":{"id":"3497321276982206","authorId":"3497321276982206","name":"风雨变幻荣辱不惊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497321276982206","authorIdStr":"3497321276982206"},"themes":[],"htmlText":"$唯品会(VIPS)$ 财报数据虽大方向意料之中,但净利润增长完全意料之外,从财报可以看出销售额持续下滑,用户活跃黏性持续加强,但运营成本有近1个点降低,国外业务增长35%亮眼,2019Q1营收213亿,净利润8.723亿,营收Q1比Q4增长-14.8%[净利润增长25.69%];2018Q1营收193.68亿,净利润5.25亿,Q1比上年同季Q1增长9.98%[净利润增长66.15%],对电商而言数据一般但利润亮眼,利润为王,财报数据利好,能撑的起8到8.5的区间,短期看好空转多,空利率较低高位仍可以短空操作。","listText":"$唯品会(VIPS)$ 财报数据虽大方向意料之中,但净利润增长完全意料之外,从财报可以看出销售额持续下滑,用户活跃黏性持续加强,但运营成本有近1个点降低,国外业务增长35%亮眼,2019Q1营收213亿,净利润8.723亿,营收Q1比Q4增长-14.8%[净利润增长25.69%];2018Q1营收193.68亿,净利润5.25亿,Q1比上年同季Q1增长9.98%[净利润增长66.15%],对电商而言数据一般但利润亮眼,利润为王,财报数据利好,能撑的起8到8.5的区间,短期看好空转多,空利率较低高位仍可以短空操作。","text":"$唯品会(VIPS)$ 财报数据虽大方向意料之中,但净利润增长完全意料之外,从财报可以看出销售额持续下滑,用户活跃黏性持续加强,但运营成本有近1个点降低,国外业务增长35%亮眼,2019Q1营收213亿,净利润8.723亿,营收Q1比Q4增长-14.8%[净利润增长25.69%];2018Q1营收193.68亿,净利润5.25亿,Q1比上年同季Q1增长9.98%[净利润增长66.15%],对电商而言数据一般但利润亮眼,利润为王,财报数据利好,能撑的起8到8.5的区间,短期看好空转多,空利率较低高位仍可以短空操作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/906960597","isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":906008128,"gmtCreate":1558516524564,"gmtModify":1704696693614,"author":{"id":"3497321276982206","authorId":"3497321276982206","name":"风雨变幻荣辱不惊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497321276982206","authorIdStr":"3497321276982206"},"themes":[],"htmlText":"$唯品会(VIPS)$ 根据之前媒体数据分析,此次财报数据表现一般,不会有什么大的亮点,去年同比和上一季度营收净利润比较低,预计同比营收和近利润增长约1.8到2.5%。整体数据分析并未重大利好支撑股价,根据数据判断短期看空。【只做数据分析解析,不构成直接投资建议!】","listText":"$唯品会(VIPS)$ 根据之前媒体数据分析,此次财报数据表现一般,不会有什么大的亮点,去年同比和上一季度营收净利润比较低,预计同比营收和近利润增长约1.8到2.5%。整体数据分析并未重大利好支撑股价,根据数据判断短期看空。【只做数据分析解析,不构成直接投资建议!】","text":"$唯品会(VIPS)$ 根据之前媒体数据分析,此次财报数据表现一般,不会有什么大的亮点,去年同比和上一季度营收净利润比较低,预计同比营收和近利润增长约1.8到2.5%。整体数据分析并未重大利好支撑股价,根据数据判断短期看空。【只做数据分析解析,不构成直接投资建议!】","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/906008128","isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":906008332,"gmtCreate":1558516477926,"gmtModify":1704696693785,"author":{"id":"3497321276982206","authorId":"3497321276982206","name":"风雨变幻荣辱不惊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497321276982206","authorIdStr":"3497321276982206"},"themes":[],"htmlText":"$携程网(CTRP)$ 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从这两年发展趋势看,携程、阿里、美团三足鼎立,但阿里和美团增速远超携程,同时17年开始携程增速以明显放缓收窄,且携程相关体系庞大服务质量参差不齐,相关投资体系的公司也不断亏损扩大,以及携程产品服务对投诉和旅游、酒店等相关产品过于强势,客户体验和投诉应对效率远不及阿里、美团,另一方面业绩持续承压放缓。通过收集数据和媒体公布的数据,综合分析预测第一季度营收约71到74亿左右,同时加速布局线下成本增加,亏损有望继续扩大。因此第一第二季度财报数据看空。【只做数据分析解析,不构成直接投资建议!】","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/906008332","isVote":1,"tweetType":1,"viewCount":8591,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515409395297391","authorId":"3515409395297391","name":"小阿贵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3515409395297391","authorIdStr":"3515409395297391"},"content":"“客户体验和投诉应对效率远不及阿里、美团”这句话,相当不认可,有相关数据吗,作为用户我用下来是反过来的哦~","text":"“客户体验和投诉应对效率远不及阿里、美团”这句话,相当不认可,有相关数据吗,作为用户我用下来是反过来的哦~","html":"“客户体验和投诉应对效率远不及阿里、美团”这句话,相当不认可,有相关数据吗,作为用户我用下来是反过来的哦~"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":908846439,"gmtCreate":1558110399421,"gmtModify":1704696016603,"author":{"id":"3497321276982206","authorId":"3497321276982206","name":"风雨变幻荣辱不惊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497321276982206","authorIdStr":"3497321276982206"},"themes":[],"htmlText":"$瑞幸咖啡(LK)$ 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