$礼来(LLY)$ _老虎社区_美港股上老虎

$礼来(LLY)$ 财报超预期、展望超预期，特朗普医药关税相关影响较小。

口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

hiigee
·08-07
精彩
礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理
回复
点赞
举报
收起
- 陈为之:
  主要竞争对手就是NVO，不然和谁比…市场预期没变，单纯杀估值，而且礼来的远期pe挺合理的
  08-07
  回复
  举报
完全体进化
·08-08
之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。
回复
点赞
举报
20元赚500万美元
·08-08
我是相信礼来的现在是超卖了等着回调了
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":465101535863272,"tweetId":"465101535863272","gmtCreate":1754575015287,"gmtModify":1754575307848,"author":{"id":3474501087447989,"idStr":"3474501087447989","authorId":3474501087447989,"authorIdStr":"3474501087447989","name":"陈为之","avatar":"https://static.tigerbbs.com/0d8fda2682b25b78a706b6ebca366c7e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"1f74612b6f95455f970edd02b5316db8-6","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 3%","bigImgUrl":"https://static.tigerbbs.com/6fbaa8e552e02eae8e6a2ce5d6566431","smallImgUrl":"https://static.tigerbbs.com/98862e418516dab972bed7aaf561dec6","grayImgUrl":"https://static.tigerbbs.com/3a5ca933a5695ed2e862b228f6c09ee5","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.24","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 财报超预期、展望超预期，特朗普医药关税相关影响较小。\n口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]&nbsp;&nbsp;\n </body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 财报超预期、展望超预期，特朗普医药关税相关影响较小。\n口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]&nbsp;&nbsp;\n </body></html>","text":"$礼来(LLY)$ 财报超预期、展望超预期，特朗普医药关税相关影响较小。 口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/465101535863272","repostId":0,"isVote":1,"tweetType":1,"viewCount":3582,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LLY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":218,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":465104756453912,"commentId":"465104756453912","gmtCreate":1754575936577,"gmtModify":1754581471527,"authorId":4203133512682302,"author":{"id":4203133512682302,"idStr":"4203133512682302","authorId":4203133512682302,"name":"hiigee","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":465101535863272,"objectIdStr":"465101535863272","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理","text":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理","html":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理","likeSize":0,"commentSize":1,"subComments":[{"id":465128814403912,"commentId":"465128814403912","gmtCreate":1754581655700,"gmtModify":1754581660261,"authorId":3474501087447989,"author":{"id":3474501087447989,"idStr":"3474501087447989","authorId":3474501087447989,"name":"陈为之","avatar":"https://static.tigerbbs.com/0d8fda2682b25b78a706b6ebca366c7e","vip":1,"currentWearingBadge":{"badgeId":"1f74612b6f95455f970edd02b5316db8-6","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 3%","bigImgUrl":"https://static.tigerbbs.com/6fbaa8e552e02eae8e6a2ce5d6566431","smallImgUrl":"https://static.tigerbbs.com/98862e418516dab972bed7aaf561dec6","grayImgUrl":"https://static.tigerbbs.com/3a5ca933a5695ed2e862b228f6c09ee5","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":465101535863272,"objectIdStr":"465101535863272","type":1,"supId":465104756453912,"supIdStr":"465104756453912","prevId":0,"prevIdStr":"0","content":"主要竞争对手就是NVO，不然和谁比…市场预期没变，单纯杀估值，而且礼来的远期pe挺合理的","text":"主要竞争对手就是NVO，不然和谁比…市场预期没变，单纯杀估值，而且礼来的远期pe挺合理的","html":"主要竞争对手就是NVO，不然和谁比…市场预期没变，单纯杀估值，而且礼来的远期pe挺合理的","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":465275651551664,"commentId":"465275651551664","gmtCreate":1754617507236,"gmtModify":1754617511683,"authorId":3565002919737341,"author":{"id":3565002919737341,"idStr":"3565002919737341","authorId":3565002919737341,"name":"完全体进化","avatar":"https://static.tigerbbs.com/e44fd0f1ed66b1e71fa9d4c53fc7a43b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":465101535863272,"objectIdStr":"465101535863272","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。","text":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。","html":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":465250643927368,"commentId":"465250643927368","gmtCreate":1754611399228,"gmtModify":1754611403635,"authorId":4197186216172452,"author":{"id":4197186216172452,"idStr":"4197186216172452","authorId":4197186216172452,"name":"20元赚500万美元","avatar":"https://static.tigerbbs.com/4953ee4325000c80ecf7af19a102a0d1","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.23","exceedPercentage":"93.98%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/63f4db5a25402cce463d975948213b15","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":465101535863272,"objectIdStr":"465101535863272","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我是相信礼来的&nbsp; 现在是超卖了 等着回调了","text":"我是相信礼来的&nbsp; 现在是超卖了 等着回调了","html":"我是相信礼来的&nbsp; 现在是超卖了 等着回调了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（4）

热议股票