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Redcup

价值投资严守纪律

IP属地：河南

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- RedcupRedcup
  ·03-11
  $美光科技(MU)$ 小试牛刀
  178 评论
  2
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- RedcupRedcup
  ·03-09
  haha
  313 评论
  2
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- RedcupRedcup
  ·02-23
  $诺和诺德(NVO)$ 1. 当前估值水平： · PE（TTM）：约12.8倍，处于历史极低分位。作为对比，2024年初高峰时有30多倍。 · 分析师目标价：分歧很大。BMO给57美元，高盛目标价约57美元，花旗约48.5美元。说明在这个位置，多空博弈非常激烈。 2. 现金流与资产负债表的健康度：这一点特别提一下，也是咱们价投的底气。诺和诺德的现金流非常稳健。2026年2月已经启动了38亿丹麦克朗的回购，还有150亿的新回购计划。这说明公司觉得自家股价便宜了，而且手里有钱。财务结构没问题，不是那种会破产的公司。 3. 估值与安全边际判断（DCF内在价值区间）： · 悲观情景：假设2026年营收下滑13%，长期增长3%。内在价值约45-50美元。现在盘前价格已经进入这个区间。 · 中性情景：口服药放量超预期，2027年恢复增长。内在价值约65-70美元。 · 乐观情景：CagriSema数据优异，市场份额回升。内在价值85-90美元。
  7,395 评论
  3
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- RedcupRedcup
  ·01-24
  $Rocket Lab USA, Inc.(RKLB)$ 小试牛刀
  1,369 评论
  3
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- RedcupRedcup
  ·01-15
  hi
  618 评论
  1
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- RedcupRedcup
  ·01-14
  $纳斯达克(.IXIC)$ 需要一场酣畅淋漓的洗盘
  631 评论
  3
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- RedcupRedcup
  ·01-14
  $Palantir Technologies Inc.(PLTR)$
  991 评论
  1
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- RedcupRedcup
  ·01-13
  $特斯拉(TSLA)$ 小试牛刀
  902 评论
  2
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- RedcupRedcup
  ·01-08
  $特斯拉(TSLA)$ 帮忙倒车385，我要上车。
  632 评论
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- RedcupRedcup
  ·01-07
  一季度是最亮的仔，二季度还有好戏。
  576 评论
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乐观情景：CagriSema数据优异，市场份额回升。内在价值85-90美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535858941952152","isVote":1,"tweetType":1,"viewCount":7395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525160770142832,"gmtCreate":1769189442722,"gmtModify":1769189454883,"author":{"id":"4229257383238212","authorId":"4229257383238212","name":"Redcup","avatar":"https://static.tigerbbs.com/ddb414ee2ceae05eb298c1d940998e0a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4229257383238212","authorIdStr":"4229257383238212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 小试牛刀","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 小试牛刀","text":"$Rocket Lab USA, Inc.(RKLB)$ 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Inc.(PLTR)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://static.tigerbbs.com/431055d719c47bf19a9ca65bf70c12f9","width":"1092","height":"1716"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521391803564944","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":521054953869472,"gmtCreate":1768239468063,"gmtModify":1768239481213,"author":{"id":"4229257383238212","authorId":"4229257383238212","name":"Redcup","avatar":"https://static.tigerbbs.com/ddb414ee2ceae05eb298c1d940998e0a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4229257383238212","authorIdStr":"4229257383238212"},"themes":[],"title":"","htmlText":"<a 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帮忙倒车385，我要上车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519346836734576","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519373640716992,"gmtCreate":1767775672841,"gmtModify":1767776142672,"author":{"id":"4229257383238212","authorId":"4229257383238212","name":"Redcup","avatar":"https://static.tigerbbs.com/ddb414ee2ceae05eb298c1d940998e0a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4229257383238212","authorIdStr":"4229257383238212"},"themes":[],"title":"","htmlText":"一季度是最亮的仔，二季度还有好戏。","listText":"一季度是最亮的仔，二季度还有好戏。","text":"一季度是最亮的仔，二季度还有好戏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519373640716992","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}