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926c205
926c205
·
2023-10-19
$易方达白酒(03189)$
扶的起来么
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编组 21备份 2
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926c205
926c205
·
2023-05-23
$易方达白酒(03189)$
买一单,支持国酒走向世界! 30倍以下随便买,60倍以上赶紧卖! 以下引用国金食饮观点:在情绪悲观时市场会放大短期担忧,例如宏观数据承压对应复苏预期较弱、批价表现未见向上突破、甚至在去库存旋律下对Q2业绩兑现持谨慎态度。当前板块身处淡季的确缺乏催化,但需求确实在稳步恢复,批价表现除需求影响外,也与酒企投放节奏、费用政策等相关。在去库存背景下,大部分酒企库存环比Q1末均有所降低,预计至Q2末会更健康,对下半年的量价走势可更乐观,情绪筑底回升具备确定性! 💥目前板块估值位于历史低位,PE-TTM仅29X,位于近5年15-20th分位,胜率较为明确,五泸等核心标的当年PE已贴近22年10月水平,配置胜率明确,情绪极端演绎后或迎转机
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编组 21备份 2
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926c205
926c205
·
2023-01-19
$百家云(RTC)$
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926c205
926c205
·
2022-10-13
好!
非常抱歉,此主贴已删除
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926c205
926c205
·
2020-10-29
放贷的
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扶的起来么","images":[{"img":"https://static.tigerbbs.com/88a2a8fbfb8f8ae67aeeec1582ba5ddb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/232051665346872","isVote":1,"tweetType":1,"viewCount":3459,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575271296475323","authorId":"3575271296475323","name":".lol.","avatar":"https://static.tigerbbs.com/1f861e7197e06596d28e4fa3446281b4","crmLevel":6,"crmLevelSwitch":1,"idStr":"3575271296475323","authorIdStr":"3575271296475323"},"content":"加仓,拉低成本[财迷]","text":"加仓,拉低成本[财迷]","html":"加仓,拉低成本[财迷]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":652405028,"gmtCreate":1684812310064,"gmtModify":1684812390610,"author":{"id":"3515987544711074","authorId":"3515987544711074","name":"926c205","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515987544711074","authorIdStr":"3515987544711074"},"themes":[],"htmlText":"<a 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以下引用国金食饮观点:在情绪悲观时市场会放大短期担忧,例如宏观数据承压对应复苏预期较弱、批价表现未见向上突破、甚至在去库存旋律下对Q2业绩兑现持谨慎态度。当前板块身处淡季的确缺乏催化,但需求确实在稳步恢复,批价表现除需求影响外,也与酒企投放节奏、费用政策等相关。在去库存背景下,大部分酒企库存环比Q1末均有所降低,预计至Q2末会更健康,对下半年的量价走势可更乐观,情绪筑底回升具备确定性! 💥目前板块估值位于历史低位,PE-TTM仅29X,位于近5年15-20th分位,胜率较为明确,五泸等核心标的当年PE已贴近22年10月水平,配置胜率明确,情绪极端演绎后或迎转机","images":[{"img":"https://static.tigerbbs.com/630f7c834c284a673e5cef7179ccf6d5","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/652405028","isVote":1,"tweetType":1,"viewCount":3753,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010318","authorId":"10000000000010318","name":"轻松一生","avatar":"https://static.tigerbbs.com/1584a930352929352fc60c172053bcc5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010318","authorIdStr":"10000000000010318"},"content":"所以现在这个时点还是很适合买入的吧","text":"所以现在这个时点还是很适合买入的吧","html":"所以现在这个时点还是很适合买入的吧"},{"author":{"id":"10000000000010284","authorId":"10000000000010284","name":"龙年炒龙","avatar":"https://static.tigerbbs.com/985a96ba4c2c8a2dbd41244d9548a0b3","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010284","authorIdStr":"10000000000010284"},"content":"白酒是适合长期布局的好东西","text":"白酒是适合长期布局的好东西","html":"白酒是适合长期布局的好东西"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626628731,"gmtCreate":1674126823223,"gmtModify":1674128219001,"author":{"id":"3515987544711074","authorId":"3515987544711074","name":"926c205","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515987544711074","authorIdStr":"3515987544711074"},"themes":[],"htmlText":"<a 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