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- LuckySun20LuckySun20
  ·2022-01-17
  看空是因为美国那边加息导致通缩
  段永平罕见出手！抄底这家5000亿疫苗巨头
  段永平再出手，抄底五千亿疫苗巨头卖出看跌期权，斥资约800万北京时间16日凌晨，投资大师段永平在社交媒体账户上晒出了自己的交易单。疫苗巨头已回撤58%近期还遭遇总裁2800万减持截至美东时间1月14日周五收盘，疫苗巨头Moderna的股票价格为204.73美元，市值为830亿美元，约合5272亿人民币。段永平抄底消息传出后，拼多多一日内暴涨12%，新东方一日大涨6%。
  段永平罕见出手！抄底这家5000亿疫苗巨头
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- LuckySun20LuckySun20
  ·2021-04-03
  学习了，感谢分享。
  非常抱歉，此主贴已删除
  5,152 评论
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- LuckySun20LuckySun20
  ·2020-11-26
  哦哦
  非常抱歉，此主贴已删除
  3,559 评论
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- LuckySun20LuckySun20
  ·2020-11-19
  我的偶像马斯克请你挺住啊
  非常抱歉，此主贴已删除
  2,997 评论
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- LuckySun20LuckySun20
  ·2020-10-23
  太牛逼了两个老人家都在为其国家争取最大的利益而奋斗着
  非常抱歉，此主贴已删除
  7,653 2
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7266d50c7c24c65957cc0c5bd973891","relate_stocks":{"MRNA":"Moderna, Inc.","BK4504":"桥水持仓","BK1596":"K12教育","BK4550":"红杉资本持仓","AZN":"阿斯利康","PFE":"辉瑞","BK4568":"美国抗疫概念","PDD":"拼多多","BK4548":"巴美列捷福持仓","BNTX":"BioNTech SE","BK1519":"在线教育","BK1556":"内地教育股","BK4506":"内地教育股","BK4007":"制药","BK4509":"腾讯概念","TTTN":"老虎中美互联网巨头ETF","BK1588":"回港中概股","BK4510":"在线教育","BK1228":"教育服务","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","BK4204":"教育服务","BK4501":"段永平概念","EDU":"新东方","BK4535":"淡马锡持仓","BK4526":"热门中概股","AVXT":"AVAX Technologies, 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Yee表示，投资者相信，“如果有一种简单的药片可以治疗新冠病毒，人们将不会那么害怕新冠病毒，也不会那么倾向于接种疫苗。”除Moderna外，Biontech、诺瓦瓦克斯、阿斯利康等疫苗企业最近几个月回撤也很明显。本周，疫苗巨头Moderna还遭遇了高管减持的利空。美东时间1月14日周五，SEC披露文件显示，1月12日，Moderna总裁Stephen Hoge以均价219.67美元减持2万股Moderna股票，价值约439万美元，约合2800万人民币。分析师观点产生分歧即使Modern近期股价表现很差，但依然有分析师和段永平一样看好这家公司。今年年初，Piper Sandler分析师Edward Tenthoff重申Moderna（MRNA.US）“增持”评级，给出的目标价为348美元。Tenthoff认为，Moderna的新冠疫苗业务营收将继续推动其盈利能力的提升。他预计，该公司新冠疫苗在2021年达到175亿美元，在2022年将达到210亿美元。此外，Moderna针对爱泼斯坦-巴尔病毒（EBV）的疫苗研发也有了新进展。Moderna近日宣布其爱泼斯坦-巴尔病毒（EBV）候选疫苗mRNA-1189的1期临床试验已经完成首例患者给药。这一1期临床试验预计招募约270名18-30岁成人志愿者，主要评估mRNA-1189的安全性和耐受性。目前，市场上还没有获批的EBV疫苗，也没有可预防传染性单核细胞增多症的疫苗。Tenthoff指出，EBV是一种常见的病毒感染，可导致传染性单核细胞增多症；感染之后，EBV终生存留在人体内，它可能导致多发性硬化风险提高4-10倍，并与某些癌症和自身免疫性疾病相关。但也有分析师对Moderna的前景不太看好。Oppenheimer分析师Hartaj Singh指出，“今年下半年，有很多变数出现，这些变数是Moderna无法控制的，比如来自辉瑞的竞争加剧，以及与美国国立卫生研究院的专利纠纷，还有围绕奥密克戎的问题。”Singh指出，2021年上半年，Moderna股价飙升，因为该公司表明可以扩大疫苗的生产规模，而且由于获得列入标普500指数，它引起了更广泛的关注。而Moderna第三季度的收益使得投资者的积极情绪减弱。据Moderna2021财年第三季度财报，报告期内，该公司实现营收49.7亿美元，远高于去年同期的1.58亿美元，但低于市场预期的62.1亿美元。其mRNA疫苗在报告期内实现营收48.1亿美元，也低于市场预期的62.7亿美元。此外，Moderna还预计2021年将提供7亿至8亿剂新冠疫苗，低此前预期的8亿至10亿剂；预计2021年的新冠疫苗销售额为150亿至180亿美元，低于此前预期的200亿美元。Zerohedge评论称，Moderna的三季报对股价影响可谓“雪上加霜”。在三季度财报发布后，Moderna股价盘中一度跌超18%。段永平近期还抄底中概股卖出拼多多和新东方的看跌期权除了抄底Moderna外，最近，段永平还做出了抄底中概股的操作。12月8日，段永平通过社交平台账号“大道无形我有型”发文称，通过卖出12月31日到期的空头期权的方式“买入”了新东方(EDU.US)，并表示支持俞敏洪。12月6日，段永平以卖出看跌期权的方式抄底了拼多多，他表示：“看不懂拼多多的商业模式，但觉得他们对农产品的支持还是非常有意义的。准备再次风投一下!”。段永平抄底消息传出后，拼多多一日内暴涨12%，新东方一日大涨6%。（新东方12月8日周三分时行情图）（拼多多12月7日分时行情图）","news_type":1,"symbols_score_info":{"830799":1,"830832":1,"830839":1,"830946":1,"830964":1,"09901":0.9,"AVXT":0.9,"AZN":0.9,"BNTX":0.9,"EDU":0.9,"CNHmain":0.6,"UCmain":0.6,"MRNA":0.9,"PDD":0.9,"PFE":0.86,"QNETCN":0.86,"TTTN":0.86}},"isVote":1,"tweetType":1,"viewCount":3579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340418990,"gmtCreate":1617449844910,"gmtModify":1617449844910,"author":{"id":"3548421268085839","authorId":"3548421268085839","name":"LuckySun20","avatar":"https://static.tigerbbs.com/6a9f77b28f00647acc1e856bc8d39e32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548421268085839","authorIdStr":"3548421268085839"},"themes":[],"htmlText":"学习了，感谢分享。","listText":"学习了，感谢分享。","text":"学习了，感谢分享。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340418990","repostId":"2123424442","repostType":2,"isVote":1,"tweetType":1,"viewCount":5152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393477407,"gmtCreate":1606368738009,"gmtModify":1703842861764,"author":{"id":"3548421268085839","authorId":"3548421268085839","name":"LuckySun20","avatar":"https://static.tigerbbs.com/6a9f77b28f00647acc1e856bc8d39e32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548421268085839","authorIdStr":"3548421268085839"},"themes":[],"htmlText":"哦哦","listText":"哦哦","text":"哦哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393477407","repostId":"1195175253","repostType":4,"isVote":1,"tweetType":1,"viewCount":3559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390149096,"gmtCreate":1605747505415,"gmtModify":1703839356423,"author":{"id":"3548421268085839","authorId":"3548421268085839","name":"LuckySun20","avatar":"https://static.tigerbbs.com/6a9f77b28f00647acc1e856bc8d39e32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548421268085839","authorIdStr":"3548421268085839"},"themes":[],"htmlText":"我的偶像马斯克请你挺住啊","listText":"我的偶像马斯克请你挺住啊","text":"我的偶像马斯克请你挺住啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390149096","repostId":"1139026984","repostType":4,"isVote":1,"tweetType":1,"viewCount":2997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301898702,"gmtCreate":1603429343706,"gmtModify":1703829914396,"author":{"id":"3548421268085839","authorId":"3548421268085839","name":"LuckySun20","avatar":"https://static.tigerbbs.com/6a9f77b28f00647acc1e856bc8d39e32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548421268085839","authorIdStr":"3548421268085839"},"themes":[],"htmlText":"太牛逼了两个老人家都在为其国家争取最大的利益而奋斗着","listText":"太牛逼了两个老人家都在为其国家争取最大的利益而奋斗着","text":"太牛逼了两个老人家都在为其国家争取最大的利益而奋斗着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/301898702","repostId":"1166920455","repostType":4,"isVote":1,"tweetType":1,"viewCount":7653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}