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大道至简8万法归宗
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大道至简8万法归宗
大道至简8万法归宗
·
09-04 08:52
Palantir股价上涨9%，报184.829美元/股，总市值报4442亿美元。
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大道至简8万法归宗
大道至简8万法归宗
·
09-04 08:51
吉利定下长期目标三分之二销量来自海外，听着有点宏大，但现在月销十万打底，有产能有新车，不是单纯画大饼。
$吉利汽车(00175)$
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大道至简8万法归宗
大道至简8万法归宗
·
08-17
$吉利汽车(00175)$
机构最看好的就是海外出口这条第二增长曲线，上半年出口销量直接远超去年全年，海外业务毛利率高于国内市场，这一块会实实在在增厚利润。国内车市价格战打得火热，吉利靠出海对冲了不少压力。目前股价反应还比较克制，等到半年报把出口利润释放出来，后面上涨动力会很足。
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大道至简8万法归宗
大道至简8万法归宗
·
07-10
兄弟们拿住了，这票是长线大牛股，别被洗出去拍大腿
$MOMENTA-W(06880)$
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751
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大道至简8万法归宗
大道至简8万法归宗
·
06-23
$赛力斯(09927)$
今天又是普跌行情，消费复苏没那么快，汽车股被误伤
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366
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大道至简8万法归宗
大道至简8万法归宗
·
05-20
$迈威生物-B(02493)$
生物类似药继续放量，同时还手握几个首创的ADC和双抗管线，老业务输血，新业务冲锋，配置挺均衡
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大道至简8万法归宗
大道至简8万法归宗
·
04-21
$迈威生物-B(02493)$
迈威生物=4款已上市产品（已进医保）+10款候选药物+全球领先的Nectin-4 ADC（9MW2821）+顶级产业方基石阵容+A+H双平台。4月28日港股正式挂牌，中长线看稀缺资产的价值重估，短线看打新热度和首日资金博弈，两手准备，都值得盯
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大道至简8万法归宗
大道至简8万法归宗
·
04-03
$绿茶集团(06831)$
看看节后修复情况
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大道至简8万法归宗
大道至简8万法归宗
·
03-13
$山高控股(00412)$
跌了反而更便宜，业绩在增长、估值在下降，对长线是机会
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大道至简8万法归宗
大道至简8万法归宗
·
01-30
$牧原股份(02714)$
港股打新中签率通常比A股高，尤其这种大盘股。不过也要看最终定价和公开发售热不热，如果超额认购倍数很高，中签率也会被摊薄
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机构最看好的就是海外出口这条第二增长曲线，上半年出口销量直接远超去年全年，海外业务毛利率高于国内市场，这一块会实实在在增厚利润。国内车市价格战打得火热，吉利靠出海对冲了不少压力。目前股价反应还比较克制，等到半年报把出口利润释放出来，后面上涨动力会很足。","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 机构最看好的就是海外出口这条第二增长曲线，上半年出口销量直接远超去年全年，海外业务毛利率高于国内市场，这一块会实实在在增厚利润。国内车市价格战打得火热，吉利靠出海对冲了不少压力。目前股价反应还比较克制，等到半年报把出口利润释放出来，后面上涨动力会很足。","text":"$吉利汽车(00175)$ 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今天又是普跌行情，消费复苏没那么快，汽车股被误伤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578181634164216","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566104068577464,"gmtCreate":1779243394953,"gmtModify":1779243397088,"author":{"id":"4209806831629170","authorId":"4209806831629170","name":"大道至简8万法归宗","avatar":"https://static.tigerbbs.com/1278e58ce1089a3a4980a68d174ac2c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806831629170","idStr":"4209806831629170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 生物类似药继续放量，同时还手握几个首创的ADC和双抗管线，老业务输血，新业务冲锋，配置挺均衡","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 生物类似药继续放量，同时还手握几个首创的ADC和双抗管线，老业务输血，新业务冲锋，配置挺均衡","text":"$迈威生物-B(02493)$ 生物类似药继续放量，同时还手握几个首创的ADC和双抗管线，老业务输血，新业务冲锋，配置挺均衡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566104068577464","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555923893727288,"gmtCreate":1776756874303,"gmtModify":1776756876558,"author":{"id":"4209806831629170","authorId":"4209806831629170","name":"大道至简8万法归宗","avatar":"https://static.tigerbbs.com/1278e58ce1089a3a4980a68d174ac2c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806831629170","idStr":"4209806831629170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 迈威生物=4款已上市产品（已进医保）+10款候选药物+全球领先的Nectin-4 ADC（9MW2821）+顶级产业方基石阵容+A+H双平台。4月28日港股正式挂牌，中长线看稀缺资产的价值重估，短线看打新热度和首日资金博弈，两手准备，都值得盯","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 迈威生物=4款已上市产品（已进医保）+10款候选药物+全球领先的Nectin-4 ADC（9MW2821）+顶级产业方基石阵容+A+H双平台。4月28日港股正式挂牌，中长线看稀缺资产的价值重估，短线看打新热度和首日资金博弈，两手准备，都值得盯","text":"$迈威生物-B(02493)$ 迈威生物=4款已上市产品（已进医保）+10款候选药物+全球领先的Nectin-4 ADC（9MW2821）+顶级产业方基石阵容+A+H双平台。4月28日港股正式挂牌，中长线看稀缺资产的价值重估，短线看打新热度和首日资金博弈，两手准备，都值得盯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555923893727288","isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549584375033872,"gmtCreate":1775197800053,"gmtModify":1775197802041,"author":{"id":"4209806831629170","authorId":"4209806831629170","name":"大道至简8万法归宗","avatar":"https://static.tigerbbs.com/1278e58ce1089a3a4980a68d174ac2c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806831629170","idStr":"4209806831629170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> 看看节后修复情况","listText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> 看看节后修复情况","text":"$绿茶集团(06831)$ 看看节后修复情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549584375033872","isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542100155404848,"gmtCreate":1773374165795,"gmtModify":1773374168101,"author":{"id":"4209806831629170","authorId":"4209806831629170","name":"大道至简8万法归宗","avatar":"https://static.tigerbbs.com/1278e58ce1089a3a4980a68d174ac2c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806831629170","idStr":"4209806831629170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 跌了反而更便宜，业绩在增长、估值在下降，对长线是机会","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 跌了反而更便宜，业绩在增长、估值在下降，对长线是机会","text":"$山高控股(00412)$ 跌了反而更便宜，业绩在增长、估值在下降，对长线是机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542100155404848","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527335452259776,"gmtCreate":1769752158156,"gmtModify":1769752160262,"author":{"id":"4209806831629170","authorId":"4209806831629170","name":"大道至简8万法归宗","avatar":"https://static.tigerbbs.com/1278e58ce1089a3a4980a68d174ac2c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806831629170","idStr":"4209806831629170"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 港股打新中签率通常比A股高，尤其这种大盘股。不过也要看最终定价和公开发售热不热，如果超额认购倍数很高，中签率也会被摊薄","listText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 港股打新中签率通常比A股高，尤其这种大盘股。不过也要看最终定价和公开发售热不热，如果超额认购倍数很高，中签率也会被摊薄","text":"$牧原股份(02714)$ 港股打新中签率通常比A股高，尤其这种大盘股。不过也要看最终定价和公开发售热不热，如果超额认购倍数很高，中签率也会被摊薄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527335452259776","isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}