个人中心 - 老虎社区

云高风清

IP属地：山东

帖子 · 2帖子 · 2
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 云高风清云高风清
  ·2021-09-11
  推特，脸书可以用了？
  非常抱歉，此主贴已删除
  3,879 4
  17
  分享
  举报
- 云高风清云高风清
  ·2021-08-31
  避免不了内幕交易，暗箱操作等问题。只要查就肯定能查出来
  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”
  1,831 评论
  6
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3568182539810271","uuid":"3568182539810271","gmtCreate":1605088789837,"gmtModify":1618636517346,"name":"云高风清","pinyin":"ygfqyungaofengqing","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ddc89e75c7d6a6bc97229be9579e9eb4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":17,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"山东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":881256149,"gmtCreate":1631349323081,"gmtModify":1631349323081,"author":{"id":"3568182539810271","authorId":"3568182539810271","name":"云高风清","avatar":"https://static.tigerbbs.com/ddc89e75c7d6a6bc97229be9579e9eb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568182539810271","authorIdStr":"3568182539810271"},"themes":[],"htmlText":"推特，脸书可以用了？","listText":"推特，脸书可以用了？","text":"推特，脸书可以用了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/881256149","repostId":"1101064540","repostType":4,"isVote":1,"tweetType":1,"viewCount":3879,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541652435271691","authorId":"3541652435271691","name":"好涨吧","avatar":"https://static.tigerbbs.com/0c4c5ddd0122cab9c245372090ab3493","crmLevel":3,"crmLevelSwitch":0,"idStr":"3541652435271691","authorIdStr":"3541652435271691"},"content":"能用这两个的话，老百姓知道不该知道的东西了。。。你觉得可能吗？","text":"能用这两个的话，老百姓知道不该知道的东西了。。。你觉得可能吗？","html":"能用这两个的话，老百姓知道不该知道的东西了。。。你觉得可能吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818892680,"gmtCreate":1630392718940,"gmtModify":1704959598039,"author":{"id":"3568182539810271","authorId":"3568182539810271","name":"云高风清","avatar":"https://static.tigerbbs.com/ddc89e75c7d6a6bc97229be9579e9eb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568182539810271","authorIdStr":"3568182539810271"},"themes":[],"htmlText":"避免不了内幕交易，暗箱操作等问题。只要查就肯定能查出来","listText":"避免不了内幕交易，暗箱操作等问题。只要查就肯定能查出来","text":"避免不了内幕交易，暗箱操作等问题。只要查就肯定能查出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818892680","repostId":"1149698660","repostType":4,"repost":{"id":"1149698660","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1630379422,"share":"https://www.laohu8.com/m/news/1149698660?lang=&edition=full","pubTime":"2021-08-31 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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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 宁德时代浮盈200亿\n高瓴在宁德时代的投资收益也颇丰。\n2020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。\n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。\n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。\n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。\n\n据中国基金报统计，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。\n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、蔚来、小鹏、信义能源等公司，高瓴的一级团队还投资了碳阻迹、爱科农、蓝晶生物等企业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}