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杨超越塔强杀
IP属地：甘肃
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杨超越塔强杀
杨超越塔强杀
·
2021-08-09
$智勤控股(09913)$
智勤控股，认知差大于预期差。公司是一家超过30年营运经验的模板工程公司,至今已在香港成为了模板行业内其中一间的知名分包商。行业虽然不是一个新兴的行业，但是是规模赢家通吃的生意。投资不能有偏见，还是要结合行业成长性与持续性来看估值，这个行业受众面广，可以精确计算。总的来说，他的主要逻辑就是：1、模式跑通了（技术积累+海量客户数据+人员积累，龙头优势导致其客户粘性强，示范性的大客户多，比如公司曾参与各种私人及政府的大型项目,当中包括;日出康城第5及第6期住宅项目,荃湾西铁站第5及第6期住宅项目,梅窝及皇后山的政府住宅项目。）2、赛道的可理解性，预期差很大，包含业绩长期向好的原因3模式可全国复制
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杨超越塔强杀
杨超越塔强杀
·
2021-08-06
$好未来(TAL)$
亏损的股票坚决不碰，有些朋友会说，亏损的股票也有涨的很好的，但是你们没有发现很多亏损的股票跌着跌着，最后退市，不要抱有侥幸心理。可以做那种扭亏为盈的股票，可以适当参与
$智勤控股(09913)$
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杨超越塔强杀
杨超越塔强杀
·
2021-08-05
$哔哩哔哩(BILI)$
业绩好的股票不一定涨，业绩只是代表过去，未来业绩能增长才是最重要的，股票炒的是预期，一定要选朝阳行业，热点题材去参与。
$腾讯控股(00700)$
$智勤控股(09913)$
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杨超越塔强杀
杨超越塔强杀
·
2021-07-30
$长城汽车(02333)$
不管是超跌反弹还是开启新周期，今天的上涨至少起到了企稳的作用，下周要是能V，涨幅肯定不止这点。无论多空，请相信自己的炒股逻辑，并执行自己的纪律，不要相信机构和社区
$智勤控股(09913)$
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杨超越塔强杀
杨超越塔强杀
·
2021-07-29
$腾讯控股(00700)$
终于要回本了，还有
$智勤控股(09913)$
今日都是大涨[财迷] [财迷] [财迷]
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杨超越塔强杀
杨超越塔强杀
·
2021-07-28
$AMC院线(AMC)$
这几天A股、港股以及在美国上市的中概股，很多以前高攀不起浓眉大眼的白马股都爹妈不认，有人离场，但也有不少老司机摩拳擦掌准备抄底。新手死于追高，老手死于抄底，高手死于杠杆！
$智勤控股(09913)$
$维珍银河(SPCE)$
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杨超越塔强杀
杨超越塔强杀
·
2021-07-26
$新东方-S(09901)$
$智勤控股(09913)$
$高途(GOTU)$
关于校外学科培训谈谈感想，分析问题就要抓住问题的核心：一切影响生育率的问题，都要解决掉。 简单查了一下资料，可能不准确，中国2020年生育率是1.3，低于一直人口老龄化严重，出生率低的日本（1.4）。出生率低的问题从现在才开始解决已经晚了，但是必须要解决，这是关系到人口红利的大事。 要想解决生育率肯定得从多方面下手，育儿成本肯定是其中之一，校外培训就成了其中的一环。很多人谈教育公平，教育转型，减负，素质教育，可这些并不是政策核心去解决的问题。核心就是解决钱的问题。仔细看文件就能发现一个关键词，非营利性机构。说白了就是你们不能从家长兜里挣钱！ 关键核心搞清楚了，再去分析这些校外培训机构将会面临什么样的变革。不仅仅如此，在育儿成本中的其它方面，以后会一个一个解决的。
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杨超越塔强杀
杨超越塔强杀
·
2021-06-09
$智勤控股(09913)$
[流泪] [流泪] [流泪] [流泪]
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杨超越塔强杀
杨超越塔强杀
·
2021-04-23
$智勤控股(09913)$
难受啊弟弟
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杨超越塔强杀
杨超越塔强杀
·
2021-04-21
$智勤控股(09913)$
可算动了[得意]
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target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 亏损的股票坚决不碰，有些朋友会说，亏损的股票也有涨的很好的，但是你们没有发现很多亏损的股票跌着跌着，最后退市，不要抱有侥幸心理。可以做那种扭亏为盈的股票，可以适当参与<a target=\"_blank\" href=\"https://laohu8.com/S/09913\">$智勤控股(09913)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 亏损的股票坚决不碰，有些朋友会说，亏损的股票也有涨的很好的，但是你们没有发现很多亏损的股票跌着跌着，最后退市，不要抱有侥幸心理。可以做那种扭亏为盈的股票，可以适当参与<a target=\"_blank\" href=\"https://laohu8.com/S/09913\">$智勤控股(09913)$</a>","text":"$好未来(TAL)$ 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href=\"https://laohu8.com/S/09913\">$智勤控股(09913)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 业绩好的股票不一定涨，业绩只是代表过去，未来业绩能增长才是最重要的，股票炒的是预期，一定要选朝阳行业，热点题材去参与。<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09913\">$智勤控股(09913)$</a>","text":"$哔哩哔哩(BILI)$ 业绩好的股票不一定涨，业绩只是代表过去，未来业绩能增长才是最重要的，股票炒的是预期，一定要选朝阳行业，热点题材去参与。$腾讯控股(00700)$ 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