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春風吹又生的老韭菜
2022-03-05 20:26:43
碳化(hua)硅(gui)襯底:新能(neng)源車+光伏(fu)需求即將(jiang)興起,國產替(ti)代有望突(tu)破
投(tou)資要點 SiC 碳(tan)化(hua)硅:產業(ye)化(hua)黃(huang)金(jin)時代(dai)(dai)已來;襯(chen)底(di)為(wei)產業(ye)化(hua)突破的核心 1)高壓、高功率(lv)應用場(chang)景下性能(neng)優越,適用于 600V 以上高壓場(chang)景。 2)受益新能(neng)源車(che)爆發(fa),SiC 產業(ye)化(hua)黃(huang)金(jin)時代(dai)(dai)將(jiang)來臨。 3)性價比是決定 SiC 器件(jian)大批量使(shi)用的關(guan)鍵,襯(chen)底(di)制備(bei)為(wei)碳(tan)化(hua)硅性價比提升的核心。 SiC 襯(chen)底(di):新能(neng)源車(che)+光伏需求潛力巨大;國內外差距(ju)(ju)逐步(bu)縮小、國產替(ti)代(dai)(dai)可期 1)市(shi)場(chang)空(kong)間:預計(ji) 2025 年(nian)(nian)新能(neng)源車(che)+光伏逆變器市(shi)場(chang)需求達 261 億元,2021-2025 年(nian)(nian) CAGR=79%。 2)競爭格局:國內外差距(ju)(ju)
20220302-浙商證券-碳化硅行業深度報告:碳化硅襯底:新能源車+光伏需求即將興起,國產替代有望突破.pdf
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春風吹又生的老韭菜
2022-03-02 20:51:18
我是一名(ming)偉大的交易員
我(wo)(wo)(wo)(wo)是一名偉大(da)的(de)(de)(de)交易(yi)員, 商品市場就是我(wo)(wo)(wo)(wo)成功的(de)(de)(de)舞臺(tai), 我(wo)(wo)(wo)(wo)熱愛交易(yi), 我(wo)(wo)(wo)(wo)擁(yong)有(you)成功的(de)(de)(de)心態(看山是山,看水是水) ,我(wo)(wo)(wo)(wo)擁(yong)有(you)最好(hao)的(de)(de)(de)交易(yi)策(ce)(ce)略(交易(yi)系統,交易(yi)策(ce)(ce)略),我(wo)(wo)(wo)(wo)也擁(yong)有(you)完善的(de)(de)(de)資金管理 (交易(yi)系統里(li)面倉(cang)(cang)位 i 額控制,加倉(cang)(cang)平(ping)倉(cang)(cang)規則),我(wo)(wo)(wo)(wo)的(de)(de)(de)每一次交易(yi)都非(fei)常的(de)(de)(de)完美, 沒有(you)任(ren)何(he)漏洞。 我(wo)(wo)(wo)(wo)在交易(yi)中不(bu)斷的(de)(de)(de)獲(huo)得樂趣, 不(bu)斷的(de)(de)(de)了解自己(ji),不(bu)斷的(de)(de)(de)改善自己(ji)和超越自我(wo)(wo)(wo)(wo),從(cong)而獲(huo)得寧靜的(de)(de)(de)心靈(無我(wo)(wo)(wo)(wo),不(bu)被虛幻的(de)(de)(de)東(dong)西蒙(meng)蔽自己(ji)的(de)(de)(de)眼睛) ,我(wo)(wo)(wo)(wo)可(ke)以平(ping)和的(de)(de)(de)面對價格巨大(da)的(de)(de)(de)波動,更可(ke)以平(ping)靜的(de)(de)(de)面對賬戶的(de)(de)(de)盈(ying)虧(kui),在資金快速增長(chang)的(de)(de)(de)時候,我(wo)(wo)(wo)(wo)從(cong)不(bu)沾沾自喜,因
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春風吹又生的老韭菜
2022-02-07 21:11:05
100 倍科技股的邏輯
? 業績增(zeng)(zeng)速(su)不(bu)是“股(gu)價長青”的必要條(tiao)件 全球(qiu)科技公司市值(zhi)前 2 名蘋果和微軟的收(shou)(shou)入(ru)(ru)利(li)(li)潤(run)(run)增(zeng)(zeng)幅與市值(zhi)增(zeng)(zeng)幅不(bu)同 步。2012~2022 年(nian),蘋果公司市值(zhi)增(zeng)(zeng)長 7 倍(bei)(bei)(bei),收(shou)(shou)入(ru)(ru)增(zeng)(zeng)長 3 倍(bei)(bei)(bei),凈利(li)(li)潤(run)(run)增(zeng)(zeng) 長 4 倍(bei)(bei)(bei)。微軟公司市值(zhi)增(zeng)(zeng)長 9 倍(bei)(bei)(bei),收(shou)(shou)入(ru)(ru)增(zeng)(zeng)長 2 倍(bei)(bei)(bei),凈利(li)(li)潤(run)(run)增(zeng)(zeng)長 3 倍(bei)(bei)(bei)。 ? 毛(mao)利(li)(li)率(lv)、自(zi)由現金流財務指(zhi)標(biao)也不(bu)是“股(gu)價長青”的必要條(tiao)件 2012 年(nian)至(zhi)今立(li)訊精密股(gu)價上漲 35 倍(bei)(bei)(bei),而立(li)訊精密的毛(mao)利(li)(li)率(lv)卻從 2014 年(nian) 毛(mao)利(li)(li)率(lv)的 23.29%震蕩向下到 2021 年(nian) Q3 的 16.11%。按照價值(zhi)投資(zi)的現 金
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春風吹又生的老韭菜
2022-01-12 20:35:14
20220112 實盤(pan)記錄
做股票好多(duo)年了,準備記錄(lu)1年,目標翻倍。 持倉 大雜(za)燴 。請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)
S
數字政通
0
0
1
1.76
突(tu)破突(tu)破
春風吹又生的老韭菜
2021-10-28 11:14:30
發現一個問題
發現一個問(wen)題,只要論(lun)壇強烈推薦的(de)股票就會大跌(die)。比如這個星(xing)期(qi)的(de)云海金(jin)屬(shu),上(shang)個星(xing)期(qi)的(de)奧瑞金(jin)。是市場不好,還(huan)是被(bei)當(dang)韭(jiu)菜了?
0
2
2
3.90
突破突破
春風吹又生的老韭菜
2021-10-23 19:14:32
湖北(bei)宜化(hua):一年 10 倍,崛(jue)起之 路再復盤
核(he)心觀點 2021 年 10 月(yue) 20 日,湖北宜化(hua)股(gu)價(jia)創出(chu) 27.94 元的歷史新(xin)高,與(yu) 2020 年 10 月(yue) 20 日的 2.68 元相(xiang)(xiang)比,上漲(zhang)了(le) 10 倍。通(tong)過復盤公(gong)司(si)的崛起之路, 發(fa)現公(gong)司(si)股(gu)價(jia)之所以快速上漲(zhang),與(yu)其基本面(mian)“實(shi)質(zhi)性”好轉(zhuan)密切相(xiang)(xiang)關(guan)。 公(gong)司(si)基本面(mian)的變化(hua),可以歸納為(wei)三點: 第一,資產質(zhi)量升級(ji),內生動力不斷(duan)增強。公(gong)司(si) 2017 年以來(lai)進行 了(le)徹底的改革,實(shi)現了(le)“絕地重生”。一是剝(bo)離新(xin)疆(jiang)宜化(hua),解決虧損(sun)源 頭;二是聚焦主營業務,先(xian)后(hou)剝(bo)離了(le) 10 家子公(gong)司(si);三是向高端化(hua)、一體 化(hua)持續發(fa)展(zhan)
S
湖北宜化
0
4
3
1.20
突破(po)突破(po)
春風吹又生的老韭菜
2021-10-09 21:01:02
誰知道(dao)睿遠為啥一直投資(zi)持(chi)有 三(san)諾生物
今(jin)天翻看(kan)(kan)基(ji)金(jin)重倉(cang),看(kan)(kan)到(dao)睿遠(yuan)2只基(ji)金(jin)從19年(nian)四(si)季(ji)度(du)開(kai)始一直持(chi)(chi)有三(san)諾(nuo)生(sheng)物(wu)(wu),中(zhong)(zhong)間賺了(le)三(san)四(si)倍沒有走,他們在想啥了(le)??? 誰了(le)解這個股(gu)(gu)票? 傅鵬博連續6個季(ji)度(du)加(jia)倉(cang)三(san)諾(nuo)生(sheng)物(wu)(wu) 值得(de)一提的(de)是,無論三(san)諾(nuo)生(sheng)物(wu)(wu)“迎風飄(piao)揚(yang)”還是進(jin)退(tui)維(wei)谷,睿遠(yuan)基(ji)金(jin)自(zi)成立(li)以來,不遺余(yu)力“站隊”三(san)諾(nuo)生(sheng)物(wu)(wu)、持(chi)(chi)續加(jia)倉(cang)中(zhong)(zhong)。 傅鵬博執掌的(de)“睿遠(yuan)成長價值”成立(li)于2019年(nian)3月底,而(er)“睿遠(yuan)成長價值”自(zi)2019年(nian)底便(bian)進(jin)入(ru)三(san)諾(nuo)生(sheng)物(wu)(wu),進(jin)入(ru)伊始便(bian)躋身(shen)其前(qian)十大(da)股(gu)(gu)東之列,彼時持(chi)(chi)倉(cang)942.96萬股(gu)(gu)。自(zi)此(ci)之后,傅鵬博持(chi)(chi)續加(jia)倉(cang)至(zhi)今(jin)。 2020年(nian)一季(ji)度(du),“睿遠(yuan)
S
三諾生物
1
5
7
11.18
突(tu)(tu)破(po)突(tu)(tu)破(po)
春風吹又生的老韭菜
2021-09-28 22:12:33
etf 數據簡單整(zheng)理
國內ETF產品來看(kan):上周國內股票型(xing)ETF持(chi)續(xu)凈流入+25億(yi)(yi)(yi)元,藥(yao)類(lei)(lei)份額持(chi)續(xu)上行,光(guang)伏(fu)(fu)類(lei)(lei)和新(xin)能(neng)(neng)車(che)遭減持(chi),中概互(hu)聯規模(mo)增至(zhi)250億(yi)(yi)(yi)。分結構來看(kan):寬基ETF整體貢(gong)(gong)獻+8.66億(yi)(yi)(yi)元,其(qi)中中證(zheng)(zheng)500類(lei)(lei)增持(chi)靠前,其(qi)余變動不大(中證(zheng)(zheng)500+20.5億(yi)(yi)(yi)、滬深(shen)300-3.3億(yi)(yi)(yi)、上證(zheng)(zheng)50-6.7億(yi)(yi)(yi));行業來看(kan),醫藥(yao)類(lei)(lei)(+1.3億(yi)(yi)(yi))份額持(chi)續(xu)上行,金融地產增持(chi)靠前(共+27億(yi)(yi)(yi),主要由證(zheng)(zheng)券類(lei)(lei)貢(gong)(gong)獻),周期類(lei)(lei)凈值(zhi)回調(diao)下(xia)挫(cuo)但(dan)份額不減;主題方面,光(guang)伏(fu)(fu)類(lei)(lei)凈值(zhi)反彈靠前但(dan)被減持(chi)(-7.3億(yi)(yi)(yi)),新(xin)能(neng)(neng)車(che)類(lei)(lei)同遭小幅減持(chi)(-2.7億(yi)(yi)(yi));大類(lei)(lei)資
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PACIFICGLOBALFOCUSEDHIGHYIELDETF
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突(tu)破突(tu)破
春風吹又生的老韭菜
2021-09-02 11:23:17
建筑行業深度:看好低估(gu)值建筑藍籌,新業務+穩增長促估(gu)值提升
當前建(jian)筑藍(lan)籌估值處(chu)在(zai)歷史(shi)最(zui)(zui)低區間,以(yi)(yi)建(jian)筑央(yang)(yang)企龍頭為例(li),當前8大(da)建(jian)筑央(yang)(yang)企板塊整(zheng)體估值PE(ttm)5.54倍,僅較(jiao)最(zui)(zui)低點(dian)高(gao)出(chu)15%。2021H1央(yang)(yang)企合計新簽訂單(dan)同(tong)比增(zeng)長23.4%,增(zeng)速(su)續創新高(gao);其中(zhong)(zhong)(zhong)(zhong)多數(shu)企業(ye)上半年(nian)業(ye)績較(jiao)19年(nian)同(tong)期復合增(zeng)速(su)在(zai)10%以(yi)(yi)上,整(zheng)體基本(ben)面保持穩(wen)(wen)健。在(zai)新業(ye)務加速(su)發展,穩(wen)(wen)增(zeng)長預(yu)期提升推動(dong)下(xia),低估值建(jian)筑藍(lan)籌有望迎來(lai)估值修復。 投資(zi)建(jian)議:重(zhong)點(dian)推薦和關注(zhu):1)優(you)質資(zi)產待重(zhong)估的專業(ye)工(gong)程央(yang)(yang)企中(zhong)(zhong)(zhong)(zhong)國(guo)化學、中(zhong)(zhong)(zhong)(zhong)國(guo)電建(jian)、中(zhong)(zhong)(zhong)(zhong)國(guo)中(zhong)(zhong)(zhong)(zhong)冶(ye)、中(zhong)(zhong)(zhong)(zhong)材國(guo)際、中(zhong)(zhong)(zhong)(zhong)鋼國(guo)際、中(zhong)(zhong)(zhong)(zhong)國(guo)能源建(jian)設,以(yi)(yi)及(ji)低估值基建(jian)央(yang)(yang)企中(zhong)(zhong)(zhong)(zhong)國(guo)建(jian)筑、中(zhong)(zhong)(zhong)(zhong)國(guo)
20210901-國盛證券-建筑裝飾行業深度:看好低估值建筑藍籌,新業務+穩增長促估值提升.pdf
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中國電建
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中國化學
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春風吹又生的老韭菜
2021-06-06 08:06:51
農林牧漁行(xing)業:復(fu)合肥(fei)有(you)望迎來量價齊升,重點推(tui)薦優質(zhi)行(xing)
農產品高(gao)(gao)價(jia)(jia)提(ti)升農戶(hu)種植(zhi)積極性,復合肥(fei)(fei)行(xing)業長景(jing)氣(qi)(qi)周期開啟! 2021年以來(lai),國(guo)內(nei)大豆、玉米、中晚稻的(de)(de)現貨價(jia)(jia)格(ge)(ge)持(chi)(chi)續上漲,達到近10年的(de)(de)最高(gao)(gao)價(jia)(jia)。我(wo)們認(ren)為,在全球疫(yi)情(qing)、各國(guo)糧食(shi)出(chu)口(kou)收緊、部(bu)分國(guo)家寬(kuan)松的(de)(de)貨幣政(zheng)策(ce)等因(yin)素(su)影響下,國(guo)內(nei)外糧食(shi)價(jia)(jia)格(ge)(ge)在2-3年內(nei)有望保持(chi)(chi)高(gao)(gao)位(wei),農民種植(zhi)積極持(chi)(chi)續提(ti)升。復合肥(fei)(fei)行(xing)業景(jing)氣(qi)(qi)度與糧食(shi)價(jia)(jia)格(ge)(ge)有高(gao)(gao)度相關(guan)關(guan)系(xi),糧食(shi)價(jia)(jia)格(ge)(ge)上漲,種植(zhi)者為了保障更好的(de)(de)收益對于(yu)肥(fei)(fei)料(liao)投入程度更高(gao)(gao)。此外,從(cong)農產品結(jie)構來(lai)看,我(wo)國(guo)蔬菜、花卉(hui)、果樹等經(jing)濟作(zuo)物比例(li)不斷增加(jia),經(jing)濟作(zuo)物施肥(fei)(fei)的(de)(de)復合化率高(gao)(gao)于(yu)糧食(shi)作(zuo)物。復合肥(fei)(fei)銷售有
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新洋豐
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春風吹又生的老韭菜
2021-05-26 09:00:13
東吳(wu)證券化工21年中期(qi)策略:業績為王(wang),挖(wa)掘化工投資機會(hui)
前言:自20Q2以來(lai),由(you)于疫情控制的(de)不同步,全球經濟修復不同步,供(gong)需錯配,疊加流動(dong)性(xing)寬裕催化(hua)(hua)(hua),化(hua)(hua)(hua)工品價格(ge)指數(shu)自20年4月2日底部提(ti)(ti)升+58%,化(hua)(hua)(hua)工行(xing)業21Q1單季度(du)ROE提(ti)(ti)升至3.54%,創12年以來(lai)Q1新高(gao),優質核心資(zi)產市(shi)值(zhi)普遍21Q1創新高(gao)。隨著通(tong)脹、流動(dong)性(xing)收緊預期(qi)(qi)提(ti)(ti)升,周期(qi)(qi)景氣(qi)持(chi)續度(du)備受質疑(yi),市(shi)場進入(ru)震蕩期(qi)(qi),我們認為業績為王,圍繞估值(zhi)性(xing)價比(bi),自下而上,重點推(tui)薦一體化(hua)(hua)(hua)及(ji)細分行(xing)業龍頭。
20210525-東吳證券-化工行業2021年中期策略:業績為王,挖掘化工投資機會.pdf
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萬潤股份
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泛亞微透
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震安科技
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春風吹又生的老韭菜
2021-05-21 10:50:37
龍頭(tou)怎么搞
明(ming)知道龍(long)頭(tou)(tou)是(shi)中遠海控,卻買了寧波海運(yun),昨天不得不割(ge)。 昨天的重慶鋼鐵也(ye)是(shi)割(ge)了。 類似(si)的錯誤犯了無數次,怎么改(gai)正(zheng)? 如(ru)此,龍(long)頭(tou)(tou)下(xia)信仰如(ru)何(he)維持? 龍(long)頭(tou)(tou)是(shi)什么?成交額最(zui)大?漲停時(shi)間(jian)最(zui)早(zao)? ,請老師指正(zheng)
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中遠海控
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春風吹又生的老韭菜
2021-05-10 21:50:45
中遠海控目標是多少???
中遠(yuan)海(hai)控 2021-04-30 業績(ji)(ji)披露(lu):凈利潤154.52億(yi)元(yuan)(yuan),同比(bi)去(qu)(qu)年(nian)增(zeng)長5200.62% 貴州茅臺 2021-04-28 業績(ji)(ji)披露(lu):凈利潤139.54億(yi)元(yuan)(yuan),同比(bi)去(qu)(qu)年(nian)增(zeng)長6.57% 一個2萬億(yi),1個2千億(yi),利潤差不多 周期(qi)起飛了(le) 中遠(yuan)海(hai)控底部3元(yuan)(yuan)啟(qi)動,現在20,翻了(le)五六倍,這種票翻十(shi)倍應該可以期(qi)待吧?定個目標30.????????????? 翻了(le)幾篇研(yan)究報告,東北證(zheng)券給了(le)34的最高(gao)目標價,華(hua)創23,東方26 中和一下30元(yuan)(yuan)目標。 水運板塊龍頭中遠(yuan)海(hai)控,但是(shi)每次(ci)板塊換手最好的是(shi)寧波海(hai)運。 板塊
20210430-華創證券-中遠海控-601919.SH-2021年一季報點評:Q1經營凈現金流同比增長17倍至270億,預計運價持續性有望續超預期,強調“強推”評級.pdf
20210510-東北證券-中遠海控-601919.SH-集裝箱指數再創歷史新高,上調業績預測.pdf
20210502-東方證券-中遠海控-601919.SH-中遠海控一季度業績點評:運價景氣下,釋放盈利彈性.pdf
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春風吹又生的老韭菜
2021-05-09 20:40:50
國盛證券84頁(ye)報告(gao):電子(zi)行業(ye)深度(du)半(ban)導體(ti)歷史級(ji)別景氣繼續(xu)演(yan)繹(yi)
自2019年起(qi)前瞻(zhan)深入(ru)的和全市場探討半導(dao)(dao)(dao)體(ti)(ti)產業(ye),2019年年中《全球“芯”拐點(dian)》,2020年5月《中國電子(zi)(zi):重構與(yu)崛起(qi)》等,自2020Q4以來,我(wo)們一再(zai)重點(dian)提示行(xing)(xing)業(ye)景(jing)(jing)氣度進(jin)入(ru)空前景(jing)(jing)氣狀態,《半導(dao)(dao)(dao)體(ti)(ti):厲兵秣馬,邁(mai)入(ru)“芯”征(zheng)程》做了承上啟下(xia)深入(ru)討論,《中國半導(dao)(dao)(dao)體(ti)(ti):牛角(jiao)(jiao)崢嶸(rong)》從短中長期(qi)角(jiao)(jiao)度進(jin)行(xing)(xing)探討,資產價格與(yu)行(xing)(xing)業(ye)基(ji)本面出現剪刀差,大(da)陸半導(dao)(dao)(dao)體(ti)(ti)產業(ye)迎來十年黃金攀爬期(qi)!21Q1電子(zi)(zi)板塊(kuai)尤其(qi)是半導(dao)(dao)(dao)體(ti)(ti)板塊(kuai)大(da)量公司迭(die)超預期(qi),再(zai)次印(yin)證我(wo)們對于電子(zi)(zi)產業(ye)的觀(guan)點(dian)判斷,同時我(wo)們也繼續堅定半導(dao)(dao)(dao)體(ti)(ti)板塊(kuai)的景(jing)(jing)氣度趨(qu)勢。
20210506-國盛證券-電子行業深度:半導體:歷史級別景氣繼續演繹.pdf
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春風吹又生的老韭菜
2022-03-05 20:26:43
碳化硅襯底:新能源車+光伏需(xu)求即將興起,國產替代有望突破
投資要點 SiC 碳化(hua)硅:產(chan)業化(hua)黃金時(shi)代已來;襯底(di)(di)為產(chan)業化(hua)突破的核(he)心(xin) 1)高壓(ya)、高功率(lv)應(ying)用(yong)場(chang)景(jing)下性(xing)能(neng)優越,適(shi)用(yong)于 600V 以上高壓(ya)場(chang)景(jing)。 2)受益新(xin)能(neng)源車爆發(fa),SiC 產(chan)業化(hua)黃金時(shi)代將來臨(lin)。 3)性(xing)價比是決定 SiC 器件大(da)批(pi)量使用(yong)的關(guan)鍵,襯底(di)(di)制備為碳化(hua)硅性(xing)價比提升(sheng)的核(he)心(xin)。 SiC 襯底(di)(di):新(xin)能(neng)源車+光伏需(xu)求潛(qian)力巨大(da);國(guo)(guo)內(nei)外(wai)(wai)差距逐步縮(suo)小、國(guo)(guo)產(chan)替代可(ke)期 1)市場(chang)空間(jian):預計 2025 年新(xin)能(neng)源車+光伏逆變器市場(chang)需(xu)求達 261 億(yi)元,2021-2025 年 CAGR=79%。 2)競爭格(ge)局:國(guo)(guo)內(nei)外(wai)(wai)差距
20220302-浙商證券-碳化硅行業深度報告:碳化硅襯底:新能源車+光伏需求即將興起,國產替代有望突破.pdf
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春風吹又生的老韭菜
2022-03-02 20:51:18
我是一(yi)名偉大的交易員(yuan)
我(wo)(wo)是(shi)(shi)一名(ming)偉大(da)(da)的(de)交(jiao)易員(yuan), 商品(pin)市場就是(shi)(shi)我(wo)(wo)成(cheng)功的(de)舞臺, 我(wo)(wo)熱(re)愛(ai)交(jiao)易, 我(wo)(wo)擁(yong)(yong)有成(cheng)功的(de)心態(tai)(看(kan)(kan)山(shan)(shan)是(shi)(shi)山(shan)(shan),看(kan)(kan)水(shui)(shui)是(shi)(shi)水(shui)(shui)) ,我(wo)(wo)擁(yong)(yong)有最(zui)好的(de)交(jiao)易策略(交(jiao)易系(xi)統,交(jiao)易策略),我(wo)(wo)也擁(yong)(yong)有完(wan)善的(de)資(zi)金管理 (交(jiao)易系(xi)統里面倉(cang)(cang)(cang)位 i 額控制,加倉(cang)(cang)(cang)平倉(cang)(cang)(cang)規(gui)則),我(wo)(wo)的(de)每一次交(jiao)易都非常的(de)完(wan)美, 沒(mei)有任(ren)何漏洞。 我(wo)(wo)在交(jiao)易中不(bu)(bu)(bu)斷(duan)的(de)獲(huo)(huo)得樂趣, 不(bu)(bu)(bu)斷(duan)的(de)了解(jie)自己,不(bu)(bu)(bu)斷(duan)的(de)改善自己和(he)(he)超越(yue)自我(wo)(wo),從(cong)而(er)獲(huo)(huo)得寧靜的(de)心靈(無我(wo)(wo),不(bu)(bu)(bu)被虛(xu)幻的(de)東西(xi)蒙(meng)蔽自己的(de)眼睛) ,我(wo)(wo)可以(yi)平和(he)(he)的(de)面對價格巨大(da)(da)的(de)波動(dong),更可以(yi)平靜的(de)面對賬戶(hu)的(de)盈虧,在資(zi)金快速增長的(de)時候,我(wo)(wo)從(cong)不(bu)(bu)(bu)沾沾自喜(xi),因
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東方國信
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春風吹又生的老韭菜
2022-02-07 21:11:05
100 倍科技(ji)股的邏輯(ji)
? 業(ye)績增(zeng)(zeng)(zeng)速不(bu)是(shi)“股價(jia)長(chang)(chang)青”的(de)必(bi)(bi)要(yao)條(tiao)件 全球(qiu)科技(ji)公司市值(zhi)(zhi)前 2 名蘋果和微軟的(de)收(shou)入(ru)利潤(run)增(zeng)(zeng)(zeng)幅與市值(zhi)(zhi)增(zeng)(zeng)(zeng)幅不(bu)同 步。2012~2022 年(nian),蘋果公司市值(zhi)(zhi)增(zeng)(zeng)(zeng)長(chang)(chang) 7 倍(bei),收(shou)入(ru)增(zeng)(zeng)(zeng)長(chang)(chang) 3 倍(bei),凈(jing)利潤(run)增(zeng)(zeng)(zeng) 長(chang)(chang) 4 倍(bei)。微軟公司市值(zhi)(zhi)增(zeng)(zeng)(zeng)長(chang)(chang) 9 倍(bei),收(shou)入(ru)增(zeng)(zeng)(zeng)長(chang)(chang) 2 倍(bei),凈(jing)利潤(run)增(zeng)(zeng)(zeng)長(chang)(chang) 3 倍(bei)。 ? 毛(mao)利率(lv)、自由(you)現金流財務指標也不(bu)是(shi)“股價(jia)長(chang)(chang)青”的(de)必(bi)(bi)要(yao)條(tiao)件 2012 年(nian)至今立訊精(jing)密股價(jia)上漲 35 倍(bei),而立訊精(jing)密的(de)毛(mao)利率(lv)卻(que)從 2014 年(nian) 毛(mao)利率(lv)的(de) 23.29%震蕩向下(xia)到 2021 年(nian) Q3 的(de) 16.11%。按照價(jia)值(zhi)(zhi)投資的(de)現 金
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春風吹又生的老韭菜
2022-01-12 20:35:14
20220112 實盤記錄
做股票好(hao)多年了,準備記(ji)錄1年,目標翻倍(bei)。 持倉 大雜燴 。請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)(qing)
S
數字政通
0
0
1
1.76
突破(po)突破(po)
春風吹又生的老韭菜
2021-10-28 11:14:30
發現一(yi)個(ge)問題(ti)
發現一個(ge)問題,只要論壇(tan)強烈(lie)推薦的股票就會大跌。比如這個(ge)星(xing)期的云(yun)海金(jin)屬,上個(ge)星(xing)期的奧瑞(rui)金(jin)。是市場不好(hao),還是被當韭菜了(le)?
0
2
2
3.90
突破突破
春風吹又生的老韭菜
2021-10-23 19:14:32
湖北宜化:一年 10 倍,崛(jue)起之 路(lu)再復盤
核心觀點(dian) 2021 年(nian)(nian) 10 月 20 日,湖北宜化(hua)(hua)股(gu)價(jia)創出 27.94 元(yuan)的歷史(shi)新高,與 2020 年(nian)(nian) 10 月 20 日的 2.68 元(yuan)相比,上漲(zhang)了 10 倍。通過復盤公司(si)的崛起之(zhi)路, 發現公司(si)股(gu)價(jia)之(zhi)所(suo)以快速(su)上漲(zhang),與其基本面“實質(zhi)性”好轉密(mi)切相關。 公司(si)基本面的變化(hua)(hua),可以歸納為三點(dian): 第(di)一(yi)(yi),資產質(zhi)量升級,內生(sheng)動力不斷增強。公司(si) 2017 年(nian)(nian)以來進行 了徹底的改革(ge),實現了“絕地重(zhong)生(sheng)”。一(yi)(yi)是剝(bo)離新疆宜化(hua)(hua),解(jie)決虧(kui)損源 頭;二是聚焦(jiao)主營(ying)業務,先后剝(bo)離了 10 家子公司(si);三是向高端化(hua)(hua)、一(yi)(yi)體 化(hua)(hua)持續發展
S
湖北宜化
0
4
3
1.20
突(tu)破突(tu)破
春風吹又生的老韭菜
2021-10-09 21:01:02
誰知道睿遠為啥(sha)一直投資持有 三諾生物(wu)
今(jin)天翻看基金(jin)重(zhong)倉,看到睿(rui)(rui)遠(yuan)2只基金(jin)從(cong)19年(nian)四季(ji)(ji)度開始(shi)一(yi)直持(chi)有(you)三(san)諾(nuo)(nuo)生物(wu),中(zhong)間(jian)賺了(le)三(san)四倍沒有(you)走,他們在想(xiang)啥(sha)了(le)??? 誰(shui)了(le)解這(zhe)個(ge)股(gu)票? 傅(fu)鵬博連(lian)續6個(ge)季(ji)(ji)度加(jia)倉三(san)諾(nuo)(nuo)生物(wu) 值得一(yi)提的(de)(de)是,無(wu)論(lun)三(san)諾(nuo)(nuo)生物(wu)“迎(ying)風(feng)飄揚”還是進退維谷,睿(rui)(rui)遠(yuan)基金(jin)自(zi)成立(li)以來(lai),不遺余(yu)力“站隊”三(san)諾(nuo)(nuo)生物(wu)、持(chi)續加(jia)倉中(zhong)。 傅(fu)鵬博執掌的(de)(de)“睿(rui)(rui)遠(yuan)成長(chang)價(jia)值”成立(li)于2019年(nian)3月底(di),而“睿(rui)(rui)遠(yuan)成長(chang)價(jia)值”自(zi)2019年(nian)底(di)便(bian)進入三(san)諾(nuo)(nuo)生物(wu),進入伊始(shi)便(bian)躋身(shen)其(qi)前十大股(gu)東(dong)之列,彼時持(chi)倉942.96萬股(gu)。自(zi)此之后,傅(fu)鵬博持(chi)續加(jia)倉至今(jin)。 2020年(nian)一(yi)季(ji)(ji)度,“睿(rui)(rui)遠(yuan)
S
三諾生物
1
5
7
11.18
突(tu)破突(tu)破
春風吹又生的老韭菜
2021-09-28 22:12:33
etf 數據簡單整理
國內ETF產品來看(kan):上(shang)周(zhou)國內股票型ETF持(chi)(chi)續(xu)凈流(liu)入(ru)+25億(yi)(yi)(yi)(yi)元(yuan),藥類(lei)(lei)份(fen)額(e)持(chi)(chi)續(xu)上(shang)行,光伏類(lei)(lei)和新(xin)能(neng)車遭減(jian)持(chi)(chi),中(zhong)(zhong)概互聯(lian)規模增至250億(yi)(yi)(yi)(yi)。分(fen)結構來看(kan):寬(kuan)基(ji)ETF整體貢獻(xian)+8.66億(yi)(yi)(yi)(yi)元(yuan),其中(zhong)(zhong)中(zhong)(zhong)證500類(lei)(lei)增持(chi)(chi)靠(kao)(kao)前(qian),其余變動不(bu)大(da)(中(zhong)(zhong)證500+20.5億(yi)(yi)(yi)(yi)、滬深(shen)300-3.3億(yi)(yi)(yi)(yi)、上(shang)證50-6.7億(yi)(yi)(yi)(yi));行業(ye)來看(kan),醫藥類(lei)(lei)(+1.3億(yi)(yi)(yi)(yi))份(fen)額(e)持(chi)(chi)續(xu)上(shang)行,金(jin)融地產增持(chi)(chi)靠(kao)(kao)前(qian)(共+27億(yi)(yi)(yi)(yi),主(zhu)要由證券(quan)類(lei)(lei)貢獻(xian)),周(zhou)期類(lei)(lei)凈值(zhi)回調下挫但(dan)份(fen)額(e)不(bu)減(jian);主(zhu)題方面(mian),光伏類(lei)(lei)凈值(zhi)反彈(dan)靠(kao)(kao)前(qian)但(dan)被減(jian)持(chi)(chi)(-7.3億(yi)(yi)(yi)(yi)),新(xin)能(neng)車類(lei)(lei)同遭小幅(fu)減(jian)持(chi)(chi)(-2.7億(yi)(yi)(yi)(yi));大(da)類(lei)(lei)資
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春風吹又生的老韭菜
2021-09-02 11:23:17
建筑行業(ye)深度:看好低估(gu)值建筑藍籌,新業(ye)務+穩增長促估(gu)值提(ti)升
當前建筑(zhu)藍籌估值(zhi)(zhi)(zhi)處在歷史(shi)最低(di)區間,以(yi)(yi)建筑(zhu)央(yang)企(qi)龍頭為例,當前8大建筑(zhu)央(yang)企(qi)板塊整體估值(zhi)(zhi)(zhi)PE(ttm)5.54倍,僅(jin)較(jiao)最低(di)點高出(chu)15%。2021H1央(yang)企(qi)合(he)計新簽訂單同比增(zeng)長(chang)23.4%,增(zeng)速(su)續創新高;其(qi)中多數(shu)企(qi)業(ye)上半年業(ye)績較(jiao)19年同期復合(he)增(zeng)速(su)在10%以(yi)(yi)上,整體基(ji)本面(mian)保持穩(wen)健。在新業(ye)務加(jia)速(su)發展(zhan),穩(wen)增(zeng)長(chang)預期提(ti)升推(tui)動(dong)下,低(di)估值(zhi)(zhi)(zhi)建筑(zhu)藍籌有(you)望迎來估值(zhi)(zhi)(zhi)修(xiu)復。 投資(zi)建議(yi):重點推(tui)薦和(he)關注:1)優質資(zi)產待重估的專業(ye)工(gong)程央(yang)企(qi)中國(guo)(guo)化學、中國(guo)(guo)電(dian)建、中國(guo)(guo)中冶、中材國(guo)(guo)際(ji)、中鋼國(guo)(guo)際(ji)、中國(guo)(guo)能源建設,以(yi)(yi)及低(di)估值(zhi)(zhi)(zhi)基(ji)建央(yang)企(qi)中國(guo)(guo)建筑(zhu)、中國(guo)(guo)
20210901-國盛證券-建筑裝飾行業深度:看好低估值建筑藍籌,新業務+穩增長促估值提升.pdf
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春風吹又生的老韭菜
2021-06-06 08:06:51
農林牧(mu)漁行(xing)業:復合(he)肥有(you)望迎來量價齊升,重點(dian)推薦(jian)優質行(xing)
農(nong)產品高(gao)價(jia)(jia)提(ti)升農(nong)戶種植(zhi)積極性,復(fu)合(he)(he)肥(fei)行業長景氣周期開啟(qi)! 2021年以來,國(guo)內大豆、玉米、中晚稻的(de)現貨價(jia)(jia)格(ge)持(chi)續上(shang)漲(zhang),達到近10年的(de)最(zui)高(gao)價(jia)(jia)。我們認為,在(zai)全球疫情、各國(guo)糧食出口收(shou)緊、部分國(guo)家寬松的(de)貨幣政策等(deng)因(yin)素影響(xiang)下,國(guo)內外糧食價(jia)(jia)格(ge)在(zai)2-3年內有(you)望保持(chi)高(gao)位,農(nong)民種植(zhi)積極持(chi)續提(ti)升。復(fu)合(he)(he)肥(fei)行業景氣度與糧食價(jia)(jia)格(ge)有(you)高(gao)度相關(guan)關(guan)系(xi),糧食價(jia)(jia)格(ge)上(shang)漲(zhang),種植(zhi)者為了(le)保障更好(hao)的(de)收(shou)益對于肥(fei)料投入程度更高(gao)。此外,從農(nong)產品結構來看(kan),我國(guo)蔬(shu)菜、花卉、果樹等(deng)經濟(ji)作物比例不斷增加,經濟(ji)作物施肥(fei)的(de)復(fu)合(he)(he)化率高(gao)于糧食作物。復(fu)合(he)(he)肥(fei)銷售(shou)有(you)
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春風吹又生的老韭菜
2021-05-26 09:00:13
東吳證(zheng)券化(hua)工(gong)21年中(zhong)期策(ce)略:業績為(wei)王,挖掘(jue)化(hua)工(gong)投(tou)資機會(hui)
前(qian)言:自20Q2以來(lai),由于疫情控制的不(bu)同步(bu),全(quan)球經濟修復不(bu)同步(bu),供需(xu)錯配,疊加流動性(xing)寬(kuan)裕催化,化工品價格指(zhi)數自20年4月2日底部(bu)提(ti)升(sheng)+58%,化工行業21Q1單季度(du)ROE提(ti)升(sheng)至3.54%,創12年以來(lai)Q1新高,優質(zhi)核心資產市值普遍(bian)21Q1創新高。隨著(zhu)通脹、流動性(xing)收緊(jin)預(yu)期提(ti)升(sheng),周期景氣持續度(du)備受質(zhi)疑,市場進入(ru)震蕩期,我們(men)認為業績為王,圍繞(rao)估值性(xing)價比,自下而上,重點推(tui)薦一(yi)體化及細分行業龍頭。
20210525-東吳證券-化工行業2021年中期策略:業績為王,挖掘化工投資機會.pdf
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春風吹又生的老韭菜
2021-05-21 10:50:37
龍頭怎么(me)搞(gao)
明知道龍(long)頭是中遠海控,卻(que)買(mai)了(le)寧波海運(yun),昨(zuo)天不(bu)得不(bu)割。 昨(zuo)天的重慶鋼鐵也是割了(le)。 類似的錯誤(wu)犯(fan)了(le)無數次,怎(zen)么改正? 如此,龍(long)頭下信仰如何維(wei)持? 龍(long)頭是什么?成交額最大?漲(zhang)停時(shi)間最早? ,請老(lao)師指正
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春風吹又生的老韭菜
2021-05-10 21:50:45
中遠海控目標是多少???
中(zhong)遠(yuan)(yuan)海控 2021-04-30 業(ye)(ye)績披露(lu):凈(jing)利(li)潤(run)(run)154.52億(yi)元(yuan),同比去(qu)年(nian)增(zeng)長5200.62% 貴(gui)州茅臺 2021-04-28 業(ye)(ye)績披露(lu):凈(jing)利(li)潤(run)(run)139.54億(yi)元(yuan),同比去(qu)年(nian)增(zeng)長6.57% 一個(ge)(ge)2萬億(yi),1個(ge)(ge)2千億(yi),利(li)潤(run)(run)差(cha)不多(duo) 周期起飛了(le) 中(zhong)遠(yuan)(yuan)海控底部(bu)3元(yuan)啟動(dong),現在20,翻(fan)了(le)五六倍,這種(zhong)票翻(fan)十倍應該(gai)可以期待(dai)吧(ba)?定個(ge)(ge)目(mu)標(biao)30.????????????? 翻(fan)了(le)幾篇研究報告,東北(bei)證券給了(le)34的最高目(mu)標(biao)價,華創(chuang)23,東方26 中(zhong)和一下(xia)30元(yuan)目(mu)標(biao)。 水運板塊龍頭(tou)中(zhong)遠(yuan)(yuan)海控,但(dan)是每次板塊換(huan)手(shou)最好的是寧(ning)波海運。 板塊
20210430-華創證券-中遠海控-601919.SH-2021年一季報點評:Q1經營凈現金流同比增長17倍至270億,預計運價持續性有望續超預期,強調“強推”評級.pdf
20210510-東北證券-中遠海控-601919.SH-集裝箱指數再創歷史新高,上調業績預測.pdf
20210502-東方證券-中遠海控-601919.SH-中遠海控一季度業績點評:運價景氣下,釋放盈利彈性.pdf
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春風吹又生的老韭菜
2021-05-09 20:40:50
國盛證券84頁報(bao)告:電(dian)子行業深度半導(dao)體歷史級別景氣繼續(xu)演繹
自2019年(nian)起前(qian)瞻深入(ru)(ru)的(de)和全市場(chang)探(tan)討半(ban)(ban)導(dao)(dao)體(ti)(ti)產(chan)業(ye)(ye),2019年(nian)年(nian)中(zhong)《全球(qiu)“芯(xin)”拐(guai)點(dian)》,2020年(nian)5月(yue)《中(zhong)國電子(zi):重(zhong)構與(yu)崛起》等,自2020Q4以來,我(wo)們(men)一再重(zhong)點(dian)提示行(xing)業(ye)(ye)景氣(qi)(qi)度(du)進(jin)入(ru)(ru)空前(qian)景氣(qi)(qi)狀(zhuang)態,《半(ban)(ban)導(dao)(dao)體(ti)(ti):厲兵秣馬(ma),邁(mai)入(ru)(ru)“芯(xin)”征程(cheng)》做了承上(shang)啟下深入(ru)(ru)討論,《中(zhong)國半(ban)(ban)導(dao)(dao)體(ti)(ti):牛角崢嶸(rong)》從短中(zhong)長期(qi)角度(du)進(jin)行(xing)探(tan)討,資(zi)產(chan)價格與(yu)行(xing)業(ye)(ye)基本面出現(xian)剪(jian)刀差,大陸半(ban)(ban)導(dao)(dao)體(ti)(ti)產(chan)業(ye)(ye)迎來十年(nian)黃金(jin)攀爬期(qi)!21Q1電子(zi)板塊(kuai)尤其(qi)是(shi)半(ban)(ban)導(dao)(dao)體(ti)(ti)板塊(kuai)大量公司迭超預期(qi),再次印證我(wo)們(men)對于(yu)電子(zi)產(chan)業(ye)(ye)的(de)觀(guan)點(dian)判(pan)斷,同時我(wo)們(men)也繼(ji)續堅(jian)定半(ban)(ban)導(dao)(dao)體(ti)(ti)板塊(kuai)的(de)景氣(qi)(qi)度(du)趨勢(shi)。
20210506-國盛證券-電子行業深度:半導體:歷史級別景氣繼續演繹.pdf
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春風吹又生的老韭菜
2022-03-05 20:26:43
碳化(hua)硅襯底:新能(neng)源車+光伏需(xu)求即將興起,國產替代有望突破
投資要點(dian) SiC 碳(tan)化硅(gui):產(chan)業(ye)化黃金時代已來;襯(chen)底為產(chan)業(ye)化突破的(de)核心(xin) 1)高(gao)壓、高(gao)功率應用(yong)(yong)(yong)場(chang)(chang)景(jing)下(xia)性(xing)能(neng)(neng)(neng)優越,適用(yong)(yong)(yong)于 600V 以(yi)上高(gao)壓場(chang)(chang)景(jing)。 2)受益新能(neng)(neng)(neng)源車(che)爆(bao)發,SiC 產(chan)業(ye)化黃金時代將(jiang)來臨。 3)性(xing)價比是(shi)決定(ding) SiC 器(qi)件(jian)大批量使用(yong)(yong)(yong)的(de)關(guan)鍵,襯(chen)底制備為碳(tan)化硅(gui)性(xing)價比提升的(de)核心(xin)。 SiC 襯(chen)底:新能(neng)(neng)(neng)源車(che)+光伏需求(qiu)潛力巨(ju)大;國內(nei)外差距逐(zhu)步縮小、國產(chan)替代可期 1)市場(chang)(chang)空間:預(yu)計 2025 年(nian)新能(neng)(neng)(neng)源車(che)+光伏逆變(bian)器(qi)市場(chang)(chang)需求(qiu)達 261 億元,2021-2025 年(nian) CAGR=79%。 2)競爭格局:國內(nei)外差距
20220302-浙商證券-碳化硅行業深度報告:碳化硅襯底:新能源車+光伏需求即將興起,國產替代有望突破.pdf
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春風吹又生的老韭菜
2022-03-02 20:51:18
我是(shi)一(yi)名偉大的交易員
我(wo)(wo)是(shi)一名偉大的(de)(de)(de)(de)交(jiao)(jiao)易員, 商品市場就(jiu)是(shi)我(wo)(wo)成功(gong)的(de)(de)(de)(de)舞臺(tai), 我(wo)(wo)熱(re)愛交(jiao)(jiao)易, 我(wo)(wo)擁有(you)成功(gong)的(de)(de)(de)(de)心態(看山是(shi)山,看水是(shi)水) ,我(wo)(wo)擁有(you)最好的(de)(de)(de)(de)交(jiao)(jiao)易策(ce)略(lve)(交(jiao)(jiao)易系統(tong),交(jiao)(jiao)易策(ce)略(lve)),我(wo)(wo)也擁有(you)完善的(de)(de)(de)(de)資(zi)金(jin)管理 (交(jiao)(jiao)易系統(tong)里面倉(cang)位 i 額(e)控制,加倉(cang)平倉(cang)規則),我(wo)(wo)的(de)(de)(de)(de)每一次交(jiao)(jiao)易都非常(chang)的(de)(de)(de)(de)完美, 沒(mei)有(you)任何漏(lou)洞(dong)。 我(wo)(wo)在交(jiao)(jiao)易中(zhong)不(bu)斷(duan)(duan)的(de)(de)(de)(de)獲得(de)樂趣(qu), 不(bu)斷(duan)(duan)的(de)(de)(de)(de)了解(jie)自(zi)己(ji),不(bu)斷(duan)(duan)的(de)(de)(de)(de)改善自(zi)己(ji)和超(chao)越自(zi)我(wo)(wo),從而獲得(de)寧(ning)靜的(de)(de)(de)(de)心靈(無我(wo)(wo),不(bu)被(bei)虛(xu)幻的(de)(de)(de)(de)東西蒙蔽自(zi)己(ji)的(de)(de)(de)(de)眼(yan)睛(jing)) ,我(wo)(wo)可以(yi)平和的(de)(de)(de)(de)面對價格(ge)巨大的(de)(de)(de)(de)波(bo)動,更可以(yi)平靜的(de)(de)(de)(de)面對賬(zhang)戶的(de)(de)(de)(de)盈(ying)虧,在資(zi)金(jin)快速增長的(de)(de)(de)(de)時候,我(wo)(wo)從不(bu)沾沾自(zi)喜(xi),因(yin)
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春風吹又生的老韭菜
2022-02-07 21:11:05
100 倍科技股(gu)的邏輯
? 業績增(zeng)速不(bu)是“股(gu)價長(chang)(chang)青”的必要條件(jian) 全球科技公(gong)司(si)市值(zhi)前 2 名蘋果和微(wei)軟的收(shou)入利潤(run)(run)增(zeng)幅與市值(zhi)增(zeng)幅不(bu)同 步(bu)。2012~2022 年(nian)(nian),蘋果公(gong)司(si)市值(zhi)增(zeng)長(chang)(chang) 7 倍(bei)(bei),收(shou)入增(zeng)長(chang)(chang) 3 倍(bei)(bei),凈(jing)利潤(run)(run)增(zeng) 長(chang)(chang) 4 倍(bei)(bei)。微(wei)軟公(gong)司(si)市值(zhi)增(zeng)長(chang)(chang) 9 倍(bei)(bei),收(shou)入增(zeng)長(chang)(chang) 2 倍(bei)(bei),凈(jing)利潤(run)(run)增(zeng)長(chang)(chang) 3 倍(bei)(bei)。 ? 毛利率、自由現(xian)金(jin)流(liu)財務指標也不(bu)是“股(gu)價長(chang)(chang)青”的必要條件(jian) 2012 年(nian)(nian)至今立(li)訊精密(mi)股(gu)價上(shang)漲 35 倍(bei)(bei),而立(li)訊精密(mi)的毛利率卻(que)從 2014 年(nian)(nian) 毛利率的 23.29%震蕩向下到(dao) 2021 年(nian)(nian) Q3 的 16.11%。按照(zhao)價值(zhi)投資的現(xian) 金(jin)
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春風吹又生的老韭菜
2022-01-12 20:35:14
20220112 實盤記錄
做股票好多(duo)年了,準備記(ji)錄1年,目標翻倍。 持倉 大雜燴 。請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)
S
數字政通
0
0
1
1.76
突破(po)突破(po)
春風吹又生的老韭菜
2021-10-28 11:14:30
發現一個(ge)問(wen)題
發現(xian)一個問題,只要論壇強烈推薦的(de)股票就會大跌。比(bi)如(ru)這個星期(qi)的(de)云海金(jin)屬(shu),上個星期(qi)的(de)奧瑞金(jin)。是市場不好,還是被當韭菜了?
0
2
2
3.90
突破(po)突破(po)
春風吹又生的老韭菜
2021-10-23 19:14:32
湖北宜(yi)化:一年 10 倍,崛起之(zhi) 路再復盤
核心(xin)觀點(dian) 2021 年 10 月(yue) 20 日,湖北宜化(hua)股(gu)價(jia)創出(chu) 27.94 元的(de)(de)(de)歷史新高(gao)(gao),與 2020 年 10 月(yue) 20 日的(de)(de)(de) 2.68 元相(xiang)比,上(shang)漲(zhang)(zhang)了(le) 10 倍。通(tong)過復(fu)盤公(gong)(gong)司(si)的(de)(de)(de)崛起之路, 發現(xian)公(gong)(gong)司(si)股(gu)價(jia)之所以快速上(shang)漲(zhang)(zhang),與其(qi)基本(ben)面“實質性”好轉密切相(xiang)關(guan)。 公(gong)(gong)司(si)基本(ben)面的(de)(de)(de)變化(hua),可以歸納為(wei)三點(dian): 第一,資產質量升級,內生動力不斷增(zeng)強。公(gong)(gong)司(si) 2017 年以來進行(xing) 了(le)徹底的(de)(de)(de)改(gai)革,實現(xian)了(le)“絕(jue)地(di)重生”。一是剝離新疆宜化(hua),解決虧損源 頭;二是聚焦(jiao)主營業務,先后剝離了(le) 10 家子公(gong)(gong)司(si);三是向高(gao)(gao)端化(hua)、一體 化(hua)持續(xu)發展(zhan)
S
湖北宜化
0
4
3
1.20
突破突破
春風吹又生的老韭菜
2021-10-09 21:01:02
誰知道(dao)睿遠為啥一(yi)直投資持有(you) 三(san)諾生物
今(jin)天翻看基金重(zhong)倉(cang)(cang),看到睿(rui)遠(yuan)2只基金從19年(nian)四(si)季度(du)開始一(yi)直持有三(san)(san)諾(nuo)(nuo)生物,中(zhong)間賺(zhuan)了三(san)(san)四(si)倍沒(mei)有走,他們在(zai)想啥了??? 誰了解這(zhe)個股票? 傅(fu)鵬(peng)博(bo)連續6個季度(du)加倉(cang)(cang)三(san)(san)諾(nuo)(nuo)生物 值得一(yi)提(ti)的是,無論三(san)(san)諾(nuo)(nuo)生物“迎(ying)風飄揚”還是進退維谷,睿(rui)遠(yuan)基金自(zi)成(cheng)立(li)以來,不遺余力(li)“站(zhan)隊”三(san)(san)諾(nuo)(nuo)生物、持續加倉(cang)(cang)中(zhong)。 傅(fu)鵬(peng)博(bo)執掌(zhang)的“睿(rui)遠(yuan)成(cheng)長(chang)(chang)價值”成(cheng)立(li)于2019年(nian)3月底(di),而(er)“睿(rui)遠(yuan)成(cheng)長(chang)(chang)價值”自(zi)2019年(nian)底(di)便進入(ru)三(san)(san)諾(nuo)(nuo)生物,進入(ru)伊始便躋身其前(qian)十大股東之列,彼(bi)時持倉(cang)(cang)942.96萬股。自(zi)此之后,傅(fu)鵬(peng)博(bo)持續加倉(cang)(cang)至(zhi)今(jin)。 2020年(nian)一(yi)季度(du),“睿(rui)遠(yuan)
S
三諾生物
1
5
7
11.18
突破突破
春風吹又生的老韭菜
2021-09-28 22:12:33
etf 數據簡單整理
國內ETF產品來看:上(shang)(shang)周國內股票(piao)型ETF持(chi)(chi)續(xu)(xu)凈流入+25億(yi)(yi)元,藥類(lei)份(fen)額(e)持(chi)(chi)續(xu)(xu)上(shang)(shang)行(xing),光伏(fu)類(lei)和(he)新能車遭減(jian)持(chi)(chi),中(zhong)概互聯規模增(zeng)至250億(yi)(yi)。分結(jie)構來看:寬基ETF整體(ti)貢獻+8.66億(yi)(yi)元,其(qi)中(zhong)中(zhong)證500類(lei)增(zeng)持(chi)(chi)靠前,其(qi)余變(bian)動不大(中(zhong)證500+20.5億(yi)(yi)、滬深(shen)300-3.3億(yi)(yi)、上(shang)(shang)證50-6.7億(yi)(yi));行(xing)業(ye)來看,醫藥類(lei)(+1.3億(yi)(yi))份(fen)額(e)持(chi)(chi)續(xu)(xu)上(shang)(shang)行(xing),金融(rong)地產增(zeng)持(chi)(chi)靠前(共+27億(yi)(yi),主要由證券類(lei)貢獻),周期類(lei)凈值回調下挫但份(fen)額(e)不減(jian);主題方(fang)面(mian),光伏(fu)類(lei)凈值反彈靠前但被(bei)減(jian)持(chi)(chi)(-7.3億(yi)(yi)),新能車類(lei)同遭小幅減(jian)持(chi)(chi)(-2.7億(yi)(yi));大類(lei)資
S
PACIFICGLOBALFOCUSEDHIGHYIELDETF
3
1
3
4.05
突破(po)突破(po)
春風吹又生的老韭菜
2021-09-02 11:23:17
建筑行業深度(du):看好低(di)估值建筑藍籌,新業務+穩增長促(cu)估值提升
當前建筑(zhu)藍籌(chou)估(gu)(gu)值處在歷史最(zui)(zui)低(di)區間,以建筑(zhu)央(yang)企(qi)龍頭為(wei)例,當前8大建筑(zhu)央(yang)企(qi)板塊整(zheng)體估(gu)(gu)值PE(ttm)5.54倍,僅較(jiao)最(zui)(zui)低(di)點高出15%。2021H1央(yang)企(qi)合(he)計新簽訂單同比(bi)增長(chang)23.4%,增速續(xu)創新高;其中(zhong)(zhong)(zhong)(zhong)(zhong)多數企(qi)業(ye)上半(ban)年業(ye)績較(jiao)19年同期復合(he)增速在10%以上,整(zheng)體基本面(mian)保持(chi)穩(wen)健(jian)。在新業(ye)務加速發(fa)展(zhan),穩(wen)增長(chang)預期提升推動下(xia),低(di)估(gu)(gu)值建筑(zhu)藍籌(chou)有望迎來估(gu)(gu)值修復。 投資建議:重點推薦和關注:1)優質(zhi)資產待重估(gu)(gu)的專業(ye)工(gong)程(cheng)央(yang)企(qi)中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)化學、中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)電建、中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)中(zhong)(zhong)(zhong)(zhong)(zhong)冶、中(zhong)(zhong)(zhong)(zhong)(zhong)材國(guo)際、中(zhong)(zhong)(zhong)(zhong)(zhong)鋼(gang)國(guo)際、中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)能源建設,以及低(di)估(gu)(gu)值基建央(yang)企(qi)中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)建筑(zhu)、中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)
20210901-國盛證券-建筑裝飾行業深度:看好低估值建筑藍籌,新業務+穩增長促估值提升.pdf
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中國電建
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春風吹又生的老韭菜
2021-06-06 08:06:51
農林牧漁行(xing)業:復合肥有望(wang)迎來(lai)量價齊升,重點推薦優(you)質行(xing)
農產(chan)品(pin)(pin)高(gao)價(jia)(jia)(jia)提升農戶種植積極性,復合(he)(he)肥行業(ye)長景氣(qi)(qi)周期(qi)開啟(qi)! 2021年(nian)以來(lai),國(guo)內大豆、玉米、中(zhong)晚稻的(de)(de)(de)現貨價(jia)(jia)(jia)格(ge)持續上(shang)漲,達到近10年(nian)的(de)(de)(de)最高(gao)價(jia)(jia)(jia)。我們認為,在(zai)全球疫情、各國(guo)糧(liang)(liang)食(shi)(shi)出口(kou)收緊、部分(fen)國(guo)家寬松(song)的(de)(de)(de)貨幣政策等因素(su)影響(xiang)下,國(guo)內外糧(liang)(liang)食(shi)(shi)價(jia)(jia)(jia)格(ge)在(zai)2-3年(nian)內有(you)望保(bao)持高(gao)位,農民種植積極持續提升。復合(he)(he)肥行業(ye)景氣(qi)(qi)度與糧(liang)(liang)食(shi)(shi)價(jia)(jia)(jia)格(ge)有(you)高(gao)度相關關系,糧(liang)(liang)食(shi)(shi)價(jia)(jia)(jia)格(ge)上(shang)漲,種植者為了保(bao)障更(geng)好的(de)(de)(de)收益對于(yu)肥料投入(ru)程度更(geng)高(gao)。此外,從農產(chan)品(pin)(pin)結構(gou)來(lai)看,我國(guo)蔬菜、花卉、果樹等經(jing)濟(ji)作(zuo)物比(bi)例不斷增加,經(jing)濟(ji)作(zuo)物施肥的(de)(de)(de)復合(he)(he)化率高(gao)于(yu)糧(liang)(liang)食(shi)(shi)作(zuo)物。復合(he)(he)肥銷售有(you)
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新洋豐
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春風吹又生的老韭菜
2021-05-26 09:00:13
東吳證券化(hua)工(gong)(gong)21年中期策略:業績為王,挖(wa)掘化(hua)工(gong)(gong)投資(zi)機會(hui)
前言(yan):自20Q2以(yi)來,由于(yu)疫情控制的(de)不同步(bu),全球經濟修復不同步(bu),供需(xu)錯配,疊加流動(dong)性寬(kuan)裕催化,化工品價格指數自20年(nian)(nian)4月2日底部提(ti)升+58%,化工行業21Q1單(dan)季度(du)ROE提(ti)升至3.54%,創(chuang)12年(nian)(nian)以(yi)來Q1新(xin)高,優(you)質核心資產市值(zhi)(zhi)普(pu)遍21Q1創(chuang)新(xin)高。隨著通脹(zhang)、流動(dong)性收緊預期(qi)提(ti)升,周期(qi)景氣持續度(du)備受質疑,市場進入震蕩期(qi),我們認為(wei)業績為(wei)王,圍繞(rao)估值(zhi)(zhi)性價比,自下而(er)上,重點推薦一體化及細(xi)分行業龍(long)頭。
20210525-東吳證券-化工行業2021年中期策略:業績為王,挖掘化工投資機會.pdf
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春風吹又生的老韭菜
2021-05-21 10:50:37
龍頭(tou)怎么(me)搞
明知道龍頭是(shi)(shi)中遠(yuan)海控,卻買(mai)了(le)(le)寧波海運,昨(zuo)天不得不割。 昨(zuo)天的重慶鋼鐵也(ye)是(shi)(shi)割了(le)(le)。 類似的錯誤犯了(le)(le)無(wu)數次,怎(zen)么(me)改正(zheng)? 如(ru)此,龍頭下信仰(yang)如(ru)何維持? 龍頭是(shi)(shi)什么(me)?成交額最大?漲停時間最早? ,請老師指正(zheng)
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春風吹又生的老韭菜
2021-05-10 21:50:45
中遠(yuan)海控(kong)目(mu)標是多少???
中(zhong)遠(yuan)海(hai)(hai)控 2021-04-30 業(ye)(ye)績披露(lu):凈利潤154.52億(yi)(yi)元(yuan),同比(bi)去年(nian)增長(chang)5200.62% 貴州(zhou)茅臺 2021-04-28 業(ye)(ye)績披露(lu):凈利潤139.54億(yi)(yi)元(yuan),同比(bi)去年(nian)增長(chang)6.57% 一個(ge)2萬(wan)億(yi)(yi),1個(ge)2千(qian)億(yi)(yi),利潤差(cha)不(bu)多(duo) 周(zhou)期(qi)起(qi)飛了 中(zhong)遠(yuan)海(hai)(hai)控底部3元(yuan)啟動,現在(zai)20,翻了五六(liu)倍(bei),這種票(piao)翻十(shi)倍(bei)應(ying)該可(ke)以期(qi)待吧(ba)?定個(ge)目標30.????????????? 翻了幾篇(pian)研究報告,東(dong)北證(zheng)券給(gei)了34的(de)最(zui)高(gao)目標價,華(hua)創23,東(dong)方26 中(zhong)和(he)一下(xia)30元(yuan)目標。 水運板塊(kuai)龍頭中(zhong)遠(yuan)海(hai)(hai)控,但是每(mei)次板塊(kuai)換手最(zui)好的(de)是寧波海(hai)(hai)運。 板塊(kuai)
20210430-華創證券-中遠海控-601919.SH-2021年一季報點評:Q1經營凈現金流同比增長17倍至270億,預計運價持續性有望續超預期,強調“強推”評級.pdf
20210510-東北證券-中遠海控-601919.SH-集裝箱指數再創歷史新高,上調業績預測.pdf
20210502-東方證券-中遠海控-601919.SH-中遠海控一季度業績點評:運價景氣下,釋放盈利彈性.pdf
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春風吹又生的老韭菜
2021-05-09 20:40:50
國盛證券84頁(ye)報告(gao):電子(zi)行(xing)業深度半導(dao)體歷史級別(bie)景氣繼續演(yan)繹
自2019年起(qi)前瞻深入(ru)的和(he)全(quan)市(shi)場探討半導(dao)體(ti)(ti)(ti)產(chan)業,2019年年中《全(quan)球“芯”拐(guai)點》,2020年5月《中國電(dian)子:重構(gou)與(yu)(yu)崛起(qi)》等,自2020Q4以來,我(wo)們(men)一(yi)再重點提(ti)示(shi)行業景氣度(du)進入(ru)空前景氣狀(zhuang)態,《半導(dao)體(ti)(ti)(ti):厲兵秣馬,邁入(ru)“芯”征程(cheng)》做了承(cheng)上(shang)啟下深入(ru)討論,《中國半導(dao)體(ti)(ti)(ti):牛角(jiao)崢嶸》從短中長期角(jiao)度(du)進行探討,資產(chan)價格與(yu)(yu)行業基本面出(chu)現剪刀差,大陸半導(dao)體(ti)(ti)(ti)產(chan)業迎來十年黃(huang)金(jin)攀(pan)爬(pa)期!21Q1電(dian)子板(ban)塊尤(you)其(qi)是半導(dao)體(ti)(ti)(ti)板(ban)塊大量公司迭超預期,再次印證(zheng)我(wo)們(men)對于(yu)電(dian)子產(chan)業的觀點判(pan)斷,同時我(wo)們(men)也繼續(xu)堅定半導(dao)體(ti)(ti)(ti)板(ban)塊的景氣度(du)趨勢。
20210506-國盛證券-電子行業深度:半導體:歷史級別景氣繼續演繹.pdf
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春風吹又生的老韭菜
2022-03-05 20:26:43
碳化硅襯底:新能源車+光伏需求即將興起,國產(chan)替代有望突破
投資(zi)要點 SiC 碳化(hua)硅(gui):產(chan)(chan)業(ye)化(hua)黃金時(shi)(shi)代已來;襯底(di)(di)為產(chan)(chan)業(ye)化(hua)突(tu)破的(de)核(he)心 1)高壓、高功率應用場(chang)景下(xia)性能優越(yue),適用于(yu) 600V 以(yi)上高壓場(chang)景。 2)受益新(xin)能源車(che)爆發,SiC 產(chan)(chan)業(ye)化(hua)黃金時(shi)(shi)代將來臨。 3)性價(jia)比是決定 SiC 器(qi)件大批量使用的(de)關(guan)鍵(jian),襯底(di)(di)制備(bei)為碳化(hua)硅(gui)性價(jia)比提升的(de)核(he)心。 SiC 襯底(di)(di):新(xin)能源車(che)+光(guang)伏需求(qiu)潛力(li)巨大;國(guo)(guo)內外差(cha)距逐步縮小、國(guo)(guo)產(chan)(chan)替(ti)代可期 1)市(shi)場(chang)空(kong)間:預計 2025 年新(xin)能源車(che)+光(guang)伏逆變(bian)器(qi)市(shi)場(chang)需求(qiu)達 261 億元,2021-2025 年 CAGR=79%。 2)競爭格(ge)局:國(guo)(guo)內外差(cha)距
20220302-浙商證券-碳化硅行業深度報告:碳化硅襯底:新能源車+光伏需求即將興起,國產替代有望突破.pdf
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春風吹又生的老韭菜
2022-03-02 20:51:18
我是一名偉大的交易員
我(wo)(wo)(wo)是一名偉大的(de)(de)(de)(de)交(jiao)(jiao)易員(yuan), 商品市場就是我(wo)(wo)(wo)成(cheng)功的(de)(de)(de)(de)舞臺(tai), 我(wo)(wo)(wo)熱愛交(jiao)(jiao)易, 我(wo)(wo)(wo)擁有成(cheng)功的(de)(de)(de)(de)心態(看山是山,看水是水) ,我(wo)(wo)(wo)擁有最好的(de)(de)(de)(de)交(jiao)(jiao)易策(ce)略(lve)(lve)(交(jiao)(jiao)易系(xi)統,交(jiao)(jiao)易策(ce)略(lve)(lve)),我(wo)(wo)(wo)也擁有完善的(de)(de)(de)(de)資(zi)金管理 (交(jiao)(jiao)易系(xi)統里面倉位 i 額控制,加倉平(ping)倉規(gui)則),我(wo)(wo)(wo)的(de)(de)(de)(de)每(mei)一次交(jiao)(jiao)易都(dou)非常(chang)的(de)(de)(de)(de)完美, 沒有任何漏洞。 我(wo)(wo)(wo)在交(jiao)(jiao)易中不(bu)斷的(de)(de)(de)(de)獲(huo)得樂趣, 不(bu)斷的(de)(de)(de)(de)了解自(zi)己(ji),不(bu)斷的(de)(de)(de)(de)改善自(zi)己(ji)和超越自(zi)我(wo)(wo)(wo),從(cong)而獲(huo)得寧靜(jing)的(de)(de)(de)(de)心靈(無我(wo)(wo)(wo),不(bu)被虛幻的(de)(de)(de)(de)東西蒙蔽自(zi)己(ji)的(de)(de)(de)(de)眼睛) ,我(wo)(wo)(wo)可(ke)以平(ping)和的(de)(de)(de)(de)面對價格巨大的(de)(de)(de)(de)波動,更可(ke)以平(ping)靜(jing)的(de)(de)(de)(de)面對賬戶(hu)的(de)(de)(de)(de)盈(ying)虧,在資(zi)金快(kuai)速增長的(de)(de)(de)(de)時(shi)候,我(wo)(wo)(wo)從(cong)不(bu)沾沾自(zi)喜,因
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東方國信
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*ST天喻
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春風吹又生的老韭菜
2022-02-07 21:11:05
100 倍科(ke)技股的邏輯
? 業績增速(su)不(bu)是“股價長(chang)青(qing)”的(de)必要條件(jian)(jian) 全(quan)球(qiu)科技公司(si)(si)市(shi)值前 2 名蘋果和(he)微軟(ruan)的(de)收入利(li)(li)潤(run)增幅與市(shi)值增幅不(bu)同 步。2012~2022 年(nian),蘋果公司(si)(si)市(shi)值增長(chang) 7 倍(bei),收入增長(chang) 3 倍(bei),凈(jing)(jing)利(li)(li)潤(run)增 長(chang) 4 倍(bei)。微軟(ruan)公司(si)(si)市(shi)值增長(chang) 9 倍(bei),收入增長(chang) 2 倍(bei),凈(jing)(jing)利(li)(li)潤(run)增長(chang) 3 倍(bei)。 ? 毛(mao)(mao)利(li)(li)率、自(zi)由(you)現(xian)金流財務指標也不(bu)是“股價長(chang)青(qing)”的(de)必要條件(jian)(jian) 2012 年(nian)至(zhi)今立訊精(jing)密股價上漲 35 倍(bei),而(er)立訊精(jing)密的(de)毛(mao)(mao)利(li)(li)率卻從 2014 年(nian) 毛(mao)(mao)利(li)(li)率的(de) 23.29%震(zhen)蕩向(xiang)下(xia)到 2021 年(nian) Q3 的(de) 16.11%。按照價值投資(zi)的(de)現(xian) 金
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春風吹又生的老韭菜
2022-01-12 20:35:14
20220112 實盤(pan)記(ji)錄
做股票好多年了,準備記錄1年,目標翻倍。 持(chi)倉 大雜燴(hui) 。請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)
S
數字政通
0
0
1
1.76
突破突破
春風吹又生的老韭菜
2021-10-28 11:14:30
發現一個(ge)問題
發現一個問題(ti),只要(yao)論(lun)壇(tan)強烈推薦的(de)股(gu)票就會大跌。比如這個星期的(de)云海(hai)金屬,上個星期的(de)奧(ao)瑞(rui)金。是市場不(bu)好,還(huan)是被(bei)當韭菜了?
0
2
2
3.90
突(tu)(tu)破突(tu)(tu)破
春風吹又生的老韭菜
2021-10-23 19:14:32
湖北(bei)宜化:一年 10 倍,崛起之 路(lu)再復盤
核心觀點 2021 年 10 月(yue) 20 日(ri),湖北宜化股價(jia)創出 27.94 元的(de)歷史新高,與 2020 年 10 月(yue) 20 日(ri)的(de) 2.68 元相(xiang)比,上漲(zhang)了 10 倍。通過復盤公(gong)司(si)的(de)崛起之(zhi)路, 發現公(gong)司(si)股價(jia)之(zhi)所以快(kuai)速上漲(zhang),與其基本面“實質(zhi)(zhi)性”好轉(zhuan)密切相(xiang)關。 公(gong)司(si)基本面的(de)變化,可以歸納為三點: 第(di)一(yi),資產質(zhi)(zhi)量升級,內生(sheng)動力不斷增(zeng)強。公(gong)司(si) 2017 年以來進(jin)行(xing) 了徹底的(de)改革,實現了“絕地重生(sheng)”。一(yi)是(shi)剝離新疆宜化,解(jie)決虧損源(yuan) 頭;二是(shi)聚焦主營業務,先(xian)后剝離了 10 家子(zi)公(gong)司(si);三是(shi)向高端(duan)化、一(yi)體 化持續(xu)發展
S
湖北宜化
0
4
3
1.20
突破(po)突破(po)
春風吹又生的老韭菜
2021-10-09 21:01:02
誰知道睿遠為啥一(yi)直投資持有(you) 三諾(nuo)生物
今(jin)天翻看基(ji)金重(zhong)倉(cang),看到睿遠(yuan)2只基(ji)金從(cong)19年(nian)(nian)四季度開(kai)始(shi)一(yi)直持有三(san)諾(nuo)生物,中(zhong)間賺了(le)三(san)四倍沒(mei)有走,他們(men)在想啥了(le)??? 誰了(le)解這(zhe)個股(gu)票? 傅(fu)鵬(peng)博(bo)連續(xu)6個季度加倉(cang)三(san)諾(nuo)生物 值(zhi)得一(yi)提的是,無論三(san)諾(nuo)生物“迎風飄揚”還是進退(tui)維谷,睿遠(yuan)基(ji)金自成(cheng)立以來,不遺余力“站隊”三(san)諾(nuo)生物、持續(xu)加倉(cang)中(zhong)。 傅(fu)鵬(peng)博(bo)執掌的“睿遠(yuan)成(cheng)長(chang)價值(zhi)”成(cheng)立于2019年(nian)(nian)3月底,而“睿遠(yuan)成(cheng)長(chang)價值(zhi)”自2019年(nian)(nian)底便進入(ru)三(san)諾(nuo)生物,進入(ru)伊(yi)始(shi)便躋身其前十大股(gu)東(dong)之列,彼時(shi)持倉(cang)942.96萬股(gu)。自此之后,傅(fu)鵬(peng)博(bo)持續(xu)加倉(cang)至今(jin)。 2020年(nian)(nian)一(yi)季度,“睿遠(yuan)
S
三諾生物
1
5
7
11.18
突(tu)(tu)破突(tu)(tu)破
春風吹又生的老韭菜
2021-09-28 22:12:33
etf 數據簡單整理
國(guo)內(nei)ETF產品來(lai)看(kan):上(shang)周國(guo)內(nei)股票型ETF持(chi)(chi)續(xu)凈(jing)(jing)流入(ru)+25億(yi)(yi)(yi)元,藥(yao)類(lei)(lei)份(fen)額(e)持(chi)(chi)續(xu)上(shang)行,光伏類(lei)(lei)和新能車遭減(jian)(jian)持(chi)(chi),中概互聯(lian)規模增至250億(yi)(yi)(yi)。分結構來(lai)看(kan):寬基ETF整(zheng)體貢(gong)獻+8.66億(yi)(yi)(yi)元,其(qi)中中證(zheng)500類(lei)(lei)增持(chi)(chi)靠前(qian),其(qi)余變(bian)動不大(中證(zheng)500+20.5億(yi)(yi)(yi)、滬深300-3.3億(yi)(yi)(yi)、上(shang)證(zheng)50-6.7億(yi)(yi)(yi));行業(ye)來(lai)看(kan),醫(yi)藥(yao)類(lei)(lei)(+1.3億(yi)(yi)(yi))份(fen)額(e)持(chi)(chi)續(xu)上(shang)行,金融地產增持(chi)(chi)靠前(qian)(共(gong)+27億(yi)(yi)(yi),主要由(you)證(zheng)券類(lei)(lei)貢(gong)獻),周期類(lei)(lei)凈(jing)(jing)值(zhi)回調下挫但(dan)份(fen)額(e)不減(jian)(jian);主題方面,光伏類(lei)(lei)凈(jing)(jing)值(zhi)反彈靠前(qian)但(dan)被減(jian)(jian)持(chi)(chi)(-7.3億(yi)(yi)(yi)),新能車類(lei)(lei)同遭小幅減(jian)(jian)持(chi)(chi)(-2.7億(yi)(yi)(yi));大類(lei)(lei)資
S
PACIFICGLOBALFOCUSEDHIGHYIELDETF
3
1
3
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春風吹又生的老韭菜
2021-09-02 11:23:17
建筑行業深度:看好低(di)估值建筑藍籌,新業務+穩增(zeng)長促估值提升
當前建(jian)筑藍籌(chou)估值(zhi)處(chu)在(zai)(zai)歷史(shi)最(zui)低(di)區間,以(yi)建(jian)筑央企(qi)龍頭(tou)為例,當前8大建(jian)筑央企(qi)板(ban)塊整體估值(zhi)PE(ttm)5.54倍,僅(jin)較(jiao)最(zui)低(di)點(dian)高出15%。2021H1央企(qi)合計(ji)新簽訂(ding)單同比增(zeng)長23.4%,增(zeng)速(su)續創新高;其中(zhong)(zhong)(zhong)(zhong)多數企(qi)業上(shang)半年業績較(jiao)19年同期復合增(zeng)速(su)在(zai)(zai)10%以(yi)上(shang),整體基本面保持穩健。在(zai)(zai)新業務加(jia)速(su)發展,穩增(zeng)長預期提升推動下,低(di)估值(zhi)建(jian)筑藍籌(chou)有望迎來估值(zhi)修復。 投資(zi)建(jian)議:重點(dian)推薦和關(guan)注:1)優質資(zi)產待重估的專業工程央企(qi)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)化學、中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)電建(jian)、中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)中(zhong)(zhong)(zhong)(zhong)冶、中(zhong)(zhong)(zhong)(zhong)材國(guo)(guo)(guo)際、中(zhong)(zhong)(zhong)(zhong)鋼(gang)國(guo)(guo)(guo)際、中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)能(neng)源建(jian)設,以(yi)及低(di)估值(zhi)基建(jian)央企(qi)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)建(jian)筑、中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)
20210901-國盛證券-建筑裝飾行業深度:看好低估值建筑藍籌,新業務+穩增長促估值提升.pdf
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春風吹又生的老韭菜
2021-06-06 08:06:51
農林牧(mu)漁行(xing)(xing)業:復(fu)合肥有(you)望(wang)迎來量價齊升,重點(dian)推(tui)薦(jian)優質行(xing)(xing)
農(nong)產(chan)品高(gao)(gao)價(jia)提升(sheng)(sheng)農(nong)戶種(zhong)植(zhi)積極性,復(fu)合肥(fei)(fei)行(xing)(xing)業長景氣周(zhou)期開啟(qi)! 2021年(nian)(nian)以來,國(guo)內(nei)大豆、玉(yu)米、中晚稻的現貨價(jia)格(ge)持續(xu)上(shang)漲,達到近(jin)10年(nian)(nian)的最高(gao)(gao)價(jia)。我(wo)(wo)們認為,在(zai)全球(qiu)疫(yi)情、各國(guo)糧(liang)(liang)食(shi)出(chu)口收緊、部分國(guo)家寬松(song)的貨幣政策等因素影響下(xia),國(guo)內(nei)外(wai)糧(liang)(liang)食(shi)價(jia)格(ge)在(zai)2-3年(nian)(nian)內(nei)有望保持高(gao)(gao)位,農(nong)民種(zhong)植(zhi)積極持續(xu)提升(sheng)(sheng)。復(fu)合肥(fei)(fei)行(xing)(xing)業景氣度(du)與糧(liang)(liang)食(shi)價(jia)格(ge)有高(gao)(gao)度(du)相關(guan)關(guan)系(xi),糧(liang)(liang)食(shi)價(jia)格(ge)上(shang)漲,種(zhong)植(zhi)者為了保障(zhang)更好的收益對于肥(fei)(fei)料投入程(cheng)度(du)更高(gao)(gao)。此外(wai),從農(nong)產(chan)品結構來看,我(wo)(wo)國(guo)蔬菜、花卉、果樹(shu)等經濟(ji)作物比例(li)不斷(duan)增加,經濟(ji)作物施肥(fei)(fei)的復(fu)合化率(lv)高(gao)(gao)于糧(liang)(liang)食(shi)作物。復(fu)合肥(fei)(fei)銷售有
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春風吹又生的老韭菜
2021-05-26 09:00:13
東吳證(zheng)券化工21年中期策略:業績(ji)為(wei)王(wang),挖掘化工投資機(ji)會(hui)
前言(yan):自(zi)20Q2以(yi)來(lai),由(you)于疫(yi)情控制的不同步,全球(qiu)經濟修復(fu)不同步,供需錯配,疊(die)加流(liu)動性(xing)寬裕(yu)催化(hua)(hua),化(hua)(hua)工品價格指(zhi)數自(zi)20年4月2日底(di)部提升(sheng)+58%,化(hua)(hua)工行(xing)業21Q1單季(ji)度ROE提升(sheng)至3.54%,創(chuang)12年以(yi)來(lai)Q1新高,優(you)質核心資產市值(zhi)普(pu)遍21Q1創(chuang)新高。隨著通脹(zhang)、流(liu)動性(xing)收緊預(yu)期提升(sheng),周期景氣(qi)持續(xu)度備受質疑,市場(chang)進入震(zhen)蕩期,我們認為業績(ji)為王,圍繞估(gu)值(zhi)性(xing)價比,自(zi)下而(er)上(shang),重點推薦一體(ti)化(hua)(hua)及細分行(xing)業龍(long)頭。
20210525-東吳證券-化工行業2021年中期策略:業績為王,挖掘化工投資機會.pdf
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春風吹又生的老韭菜
2021-05-21 10:50:37
龍頭(tou)怎(zen)么搞
明(ming)知(zhi)道龍頭是中遠海控,卻買了(le)寧波(bo)海運(yun),昨天(tian)(tian)不得(de)不割。 昨天(tian)(tian)的重慶鋼鐵也是割了(le)。 類似(si)的錯誤犯(fan)了(le)無數次,怎么改正? 如(ru)此(ci),龍頭下(xia)信仰如(ru)何維持? 龍頭是什(shen)么?成(cheng)交額最大?漲停(ting)時間最早? ,請老師指正
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春風吹又生的老韭菜
2021-05-10 21:50:45
中遠海控目標是多少???
中(zhong)遠海控(kong) 2021-04-30 業績披露:凈(jing)利潤(run)154.52億(yi)(yi)元(yuan)(yuan)(yuan),同(tong)比去年(nian)增(zeng)長(chang)5200.62% 貴州茅臺(tai) 2021-04-28 業績披露:凈(jing)利潤(run)139.54億(yi)(yi)元(yuan)(yuan)(yuan),同(tong)比去年(nian)增(zeng)長(chang)6.57% 一個(ge)2萬億(yi)(yi),1個(ge)2千(qian)億(yi)(yi),利潤(run)差不多 周期(qi)起飛了(le) 中(zhong)遠海控(kong)底部3元(yuan)(yuan)(yuan)啟動(dong),現在20,翻(fan)了(le)五六倍(bei),這種票翻(fan)十倍(bei)應(ying)該(gai)可以期(qi)待吧?定個(ge)目標(biao)30.????????????? 翻(fan)了(le)幾篇研究報告,東北(bei)證券(quan)給了(le)34的(de)(de)最高目標(biao)價,華(hua)創23,東方26 中(zhong)和一下30元(yuan)(yuan)(yuan)目標(biao)。 水運(yun)板(ban)塊龍頭中(zhong)遠海控(kong),但是每次板(ban)塊換手最好的(de)(de)是寧波海運(yun)。 板(ban)塊
20210430-華創證券-中遠海控-601919.SH-2021年一季報點評:Q1經營凈現金流同比增長17倍至270億,預計運價持續性有望續超預期,強調“強推”評級.pdf
20210510-東北證券-中遠海控-601919.SH-集裝箱指數再創歷史新高,上調業績預測.pdf
20210502-東方證券-中遠海控-601919.SH-中遠海控一季度業績點評:運價景氣下,釋放盈利彈性.pdf
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春風吹又生的老韭菜
2021-05-09 20:40:50
國盛證券84頁報告(gao):電子(zi)行業(ye)深度(du)半導體歷史級別景氣繼續演繹(yi)
自2019年(nian)(nian)(nian)(nian)起前瞻深入的(de)和(he)全市場探討(tao)半(ban)(ban)導(dao)體產(chan)(chan)業(ye)(ye),2019年(nian)(nian)(nian)(nian)年(nian)(nian)(nian)(nian)中(zhong)《全球“芯(xin)”拐點(dian)》,2020年(nian)(nian)(nian)(nian)5月《中(zhong)國電(dian)子(zi):重(zhong)構(gou)與崛起》等,自2020Q4以來(lai),我們一再(zai)重(zhong)點(dian)提示行業(ye)(ye)景氣度進(jin)入空(kong)前景氣狀態(tai),《半(ban)(ban)導(dao)體:厲兵秣馬,邁入“芯(xin)”征程(cheng)》做了承上(shang)啟下深入討(tao)論,《中(zhong)國半(ban)(ban)導(dao)體:牛角崢嶸》從短中(zhong)長期角度進(jin)行探討(tao),資產(chan)(chan)價格與行業(ye)(ye)基本面出現剪刀差,大陸(lu)半(ban)(ban)導(dao)體產(chan)(chan)業(ye)(ye)迎來(lai)十年(nian)(nian)(nian)(nian)黃(huang)金攀(pan)爬期!21Q1電(dian)子(zi)板(ban)塊尤(you)其是半(ban)(ban)導(dao)體板(ban)塊大量公司(si)迭超(chao)預期,再(zai)次印證我們對于電(dian)子(zi)產(chan)(chan)業(ye)(ye)的(de)觀點(dian)判斷(duan),同時我們也繼續堅定半(ban)(ban)導(dao)體板(ban)塊的(de)景氣度趨勢。
20210506-國盛證券-電子行業深度:半導體:歷史級別景氣繼續演繹.pdf
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春風吹又生的老韭菜
2022-03-05 20:26:43
碳化硅襯底:新能(neng)源車+光伏需(xu)求即將(jiang)興起,國產(chan)替代(dai)有望(wang)突破
投資要點 SiC 碳(tan)化(hua)(hua)硅:產(chan)業化(hua)(hua)黃(huang)金時代(dai)已(yi)來;襯底(di)為產(chan)業化(hua)(hua)突破的(de)核心 1)高壓、高功率應用場(chang)景下性(xing)能優越(yue),適用于 600V 以上(shang)高壓場(chang)景。 2)受益(yi)新能源車爆發,SiC 產(chan)業化(hua)(hua)黃(huang)金時代(dai)將來臨(lin)。 3)性(xing)價比是決定(ding) SiC 器(qi)件(jian)大批量使用的(de)關鍵,襯底(di)制備為碳(tan)化(hua)(hua)硅性(xing)價比提升的(de)核心。 SiC 襯底(di):新能源車+光伏需求潛力巨(ju)大;國內外(wai)差距逐(zhu)步縮小、國產(chan)替代(dai)可(ke)期 1)市場(chang)空(kong)間:預計 2025 年新能源車+光伏逆(ni)變器(qi)市場(chang)需求達 261 億(yi)元,2021-2025 年 CAGR=79%。 2)競(jing)爭格局:國內外(wai)差距
20220302-浙商證券-碳化硅行業深度報告:碳化硅襯底:新能源車+光伏需求即將興起,國產替代有望突破.pdf
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春風吹又生的老韭菜
2022-03-02 20:51:18
我是一(yi)名偉大的交(jiao)易員
我(wo)(wo)是(shi)(shi)一名(ming)偉大的(de)(de)交(jiao)(jiao)易(yi)(yi)(yi)員, 商品市場就是(shi)(shi)我(wo)(wo)成功的(de)(de)舞(wu)臺(tai), 我(wo)(wo)熱愛交(jiao)(jiao)易(yi)(yi)(yi), 我(wo)(wo)擁有(you)成功的(de)(de)心(xin)態(看(kan)山(shan)是(shi)(shi)山(shan),看(kan)水是(shi)(shi)水) ,我(wo)(wo)擁有(you)最好的(de)(de)交(jiao)(jiao)易(yi)(yi)(yi)策略(lve)(交(jiao)(jiao)易(yi)(yi)(yi)系(xi)統,交(jiao)(jiao)易(yi)(yi)(yi)策略(lve)),我(wo)(wo)也擁有(you)完(wan)善的(de)(de)資(zi)金管理 (交(jiao)(jiao)易(yi)(yi)(yi)系(xi)統里(li)面倉(cang)位 i 額(e)控制(zhi),加倉(cang)平倉(cang)規則),我(wo)(wo)的(de)(de)每一次(ci)交(jiao)(jiao)易(yi)(yi)(yi)都非常的(de)(de)完(wan)美, 沒有(you)任何漏洞。 我(wo)(wo)在(zai)交(jiao)(jiao)易(yi)(yi)(yi)中不(bu)(bu)(bu)斷的(de)(de)獲得(de)樂趣, 不(bu)(bu)(bu)斷的(de)(de)了解自(zi)(zi)己(ji),不(bu)(bu)(bu)斷的(de)(de)改善自(zi)(zi)己(ji)和超越自(zi)(zi)我(wo)(wo),從而獲得(de)寧靜的(de)(de)心(xin)靈(無我(wo)(wo),不(bu)(bu)(bu)被虛(xu)幻的(de)(de)東西蒙蔽自(zi)(zi)己(ji)的(de)(de)眼睛) ,我(wo)(wo)可以(yi)平和的(de)(de)面對價格巨大的(de)(de)波動,更可以(yi)平靜的(de)(de)面對賬(zhang)戶的(de)(de)盈虧,在(zai)資(zi)金快速增(zeng)長的(de)(de)時(shi)候,我(wo)(wo)從不(bu)(bu)(bu)沾沾自(zi)(zi)喜,因
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東方國信
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*ST天喻
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春風吹又生的老韭菜
2022-02-07 21:11:05
100 倍科(ke)技(ji)股的邏輯
? 業績增(zeng)(zeng)(zeng)(zeng)速不是“股(gu)(gu)價(jia)長(chang)(chang)青(qing)”的(de)必要條(tiao)(tiao)件(jian) 全球(qiu)科(ke)技公(gong)司市(shi)值(zhi)前 2 名(ming)蘋果(guo)和微軟(ruan)的(de)收入(ru)利(li)(li)潤增(zeng)(zeng)(zeng)(zeng)幅(fu)與(yu)市(shi)值(zhi)增(zeng)(zeng)(zeng)(zeng)幅(fu)不同(tong) 步(bu)。2012~2022 年,蘋果(guo)公(gong)司市(shi)值(zhi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang) 7 倍(bei)(bei),收入(ru)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang) 3 倍(bei)(bei),凈(jing)利(li)(li)潤增(zeng)(zeng)(zeng)(zeng) 長(chang)(chang) 4 倍(bei)(bei)。微軟(ruan)公(gong)司市(shi)值(zhi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang) 9 倍(bei)(bei),收入(ru)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang) 2 倍(bei)(bei),凈(jing)利(li)(li)潤增(zeng)(zeng)(zeng)(zeng)長(chang)(chang) 3 倍(bei)(bei)。 ? 毛利(li)(li)率(lv)、自由(you)現(xian)(xian)金流(liu)財務指(zhi)標也不是“股(gu)(gu)價(jia)長(chang)(chang)青(qing)”的(de)必要條(tiao)(tiao)件(jian) 2012 年至今立訊精密(mi)股(gu)(gu)價(jia)上漲(zhang) 35 倍(bei)(bei),而立訊精密(mi)的(de)毛利(li)(li)率(lv)卻從 2014 年 毛利(li)(li)率(lv)的(de) 23.29%震(zhen)蕩(dang)向下到 2021 年 Q3 的(de) 16.11%。按照價(jia)值(zhi)投資(zi)的(de)現(xian)(xian) 金
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春風吹又生的老韭菜
2022-01-12 20:35:14
20220112 實盤記錄
做股票(piao)好多年了,準備記錄(lu)1年,目(mu)標翻倍。 持(chi)倉 大雜燴 。請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)高(gao)(gao)(gao)(gao)(gao)(gao)(gao)(gao)手(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)(shou)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)教(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)請(qing)(qing)(qing)(qing)(qing)(qing)(qing)
S
數字政通
0
0
1
1.76
突(tu)破突(tu)破
春風吹又生的老韭菜
2021-10-28 11:14:30
發現一(yi)個問題(ti)
發現一個(ge)問題,只要論(lun)壇強烈推薦(jian)的股票就會(hui)大跌。比如這個(ge)星期(qi)的云海金(jin)屬,上個(ge)星期(qi)的奧(ao)瑞金(jin)。是(shi)市(shi)場不好,還是(shi)被當韭菜了(le)?
0
2
2
3.90
突破(po)突破(po)
春風吹又生的老韭菜
2021-10-23 19:14:32
湖北宜化:一年 10 倍(bei),崛起之(zhi) 路再復(fu)盤
核心(xin)觀點(dian)(dian) 2021 年 10 月 20 日,湖北(bei)宜化(hua)股(gu)價(jia)創出 27.94 元的(de)歷史新高,與 2020 年 10 月 20 日的(de) 2.68 元相比,上漲了 10 倍。通過(guo)復盤(pan)公(gong)(gong)(gong)(gong)司(si)的(de)崛起之路, 發現公(gong)(gong)(gong)(gong)司(si)股(gu)價(jia)之所以快速上漲,與其(qi)基(ji)(ji)本面“實質性(xing)”好轉密切(qie)相關。 公(gong)(gong)(gong)(gong)司(si)基(ji)(ji)本面的(de)變(bian)化(hua),可以歸納為三(san)點(dian)(dian): 第(di)一,資產質量升(sheng)級,內生(sheng)動(dong)力不(bu)斷增強(qiang)。公(gong)(gong)(gong)(gong)司(si) 2017 年以來進行 了徹底的(de)改革,實現了“絕地重生(sheng)”。一是(shi)剝(bo)離新疆(jiang)宜化(hua),解(jie)決虧損源 頭;二是(shi)聚焦主營(ying)業務(wu),先后剝(bo)離了 10 家子公(gong)(gong)(gong)(gong)司(si);三(san)是(shi)向高端化(hua)、一體 化(hua)持續發展
S
湖北宜化
0
4
3
1.20
突破突破
春風吹又生的老韭菜
2021-10-09 21:01:02
誰知道睿遠為(wei)啥(sha)一直投資持有 三諾生物
今天(tian)翻看基金重倉(cang)(cang),看到睿遠2只(zhi)基金從19年四(si)(si)季(ji)度(du)開始(shi)一直(zhi)持(chi)(chi)有(you)三(san)諾(nuo)生(sheng)物,中間賺了三(san)四(si)(si)倍沒有(you)走(zou),他們(men)在想啥了??? 誰了解(jie)這個股(gu)票? 傅鵬(peng)博(bo)連續6個季(ji)度(du)加(jia)倉(cang)(cang)三(san)諾(nuo)生(sheng)物 值得一提的是(shi),無論(lun)三(san)諾(nuo)生(sheng)物“迎(ying)風飄(piao)揚”還是(shi)進退維谷,睿遠基金自(zi)(zi)成立以來,不遺(yi)余力“站隊”三(san)諾(nuo)生(sheng)物、持(chi)(chi)續加(jia)倉(cang)(cang)中。 傅鵬(peng)博(bo)執掌的“睿遠成長價值”成立于2019年3月底(di)(di),而(er)“睿遠成長價值”自(zi)(zi)2019年底(di)(di)便(bian)進入(ru)三(san)諾(nuo)生(sheng)物,進入(ru)伊始(shi)便(bian)躋身其前十大股(gu)東之(zhi)列,彼(bi)時持(chi)(chi)倉(cang)(cang)942.96萬股(gu)。自(zi)(zi)此之(zhi)后,傅鵬(peng)博(bo)持(chi)(chi)續加(jia)倉(cang)(cang)至今。 2020年一季(ji)度(du),“睿遠
S
三諾生物
1
5
7
11.18
突破突破
春風吹又生的老韭菜
2021-09-28 22:12:33
etf 數據簡單整理
國內ETF產品來看:上(shang)周(zhou)國內股票型ETF持續(xu)凈(jing)流(liu)入(ru)+25億(yi)元(yuan),藥類(lei)(lei)(lei)(lei)份額持續(xu)上(shang)行,光伏類(lei)(lei)(lei)(lei)和新能(neng)車遭(zao)減(jian)(jian)持,中概互聯規模增(zeng)至(zhi)250億(yi)。分結構來看:寬基(ji)ETF整體貢獻(xian)+8.66億(yi)元(yuan),其中中證500類(lei)(lei)(lei)(lei)增(zeng)持靠前,其余變(bian)動不大(中證500+20.5億(yi)、滬深300-3.3億(yi)、上(shang)證50-6.7億(yi));行業來看,醫(yi)藥類(lei)(lei)(lei)(lei)(+1.3億(yi))份額持續(xu)上(shang)行,金融地(di)產增(zeng)持靠前(共+27億(yi),主(zhu)要由證券類(lei)(lei)(lei)(lei)貢獻(xian)),周(zhou)期類(lei)(lei)(lei)(lei)凈(jing)值(zhi)回調(diao)下挫但份額不減(jian)(jian);主(zhu)題(ti)方面,光伏類(lei)(lei)(lei)(lei)凈(jing)值(zhi)反彈靠前但被(bei)減(jian)(jian)持(-7.3億(yi)),新能(neng)車類(lei)(lei)(lei)(lei)同遭(zao)小幅(fu)減(jian)(jian)持(-2.7億(yi));大類(lei)(lei)(lei)(lei)資(zi)
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PACIFICGLOBALFOCUSEDHIGHYIELDETF
3
1
3
4.05
突破突破
春風吹又生的老韭菜
2021-09-02 11:23:17
建(jian)(jian)筑(zhu)行業深度:看好低估值建(jian)(jian)筑(zhu)藍籌(chou),新業務+穩增長促估值提升
當(dang)前(qian)建(jian)(jian)筑(zhu)藍籌估(gu)(gu)值處在(zai)歷史最(zui)低(di)區間(jian),以建(jian)(jian)筑(zhu)央企(qi)龍頭為例,當(dang)前(qian)8大建(jian)(jian)筑(zhu)央企(qi)板塊整體(ti)估(gu)(gu)值PE(ttm)5.54倍,僅較最(zui)低(di)點高出(chu)15%。2021H1央企(qi)合(he)計(ji)新(xin)簽訂(ding)單(dan)同(tong)比增(zeng)長23.4%,增(zeng)速(su)續(xu)創新(xin)高;其(qi)中(zhong)(zhong)多數企(qi)業上半年(nian)業績較19年(nian)同(tong)期復(fu)合(he)增(zeng)速(su)在(zai)10%以上,整體(ti)基(ji)本面保持穩健。在(zai)新(xin)業務加速(su)發展,穩增(zeng)長預(yu)期提升(sheng)推動下,低(di)估(gu)(gu)值建(jian)(jian)筑(zhu)藍籌有望迎來估(gu)(gu)值修復(fu)。 投資(zi)建(jian)(jian)議:重點推薦和關注:1)優質資(zi)產待重估(gu)(gu)的專業工(gong)程央企(qi)中(zhong)(zhong)國(guo)化學(xue)、中(zhong)(zhong)國(guo)電(dian)建(jian)(jian)、中(zhong)(zhong)國(guo)中(zhong)(zhong)冶、中(zhong)(zhong)材國(guo)際、中(zhong)(zhong)鋼(gang)國(guo)際、中(zhong)(zhong)國(guo)能源建(jian)(jian)設,以及低(di)估(gu)(gu)值基(ji)建(jian)(jian)央企(qi)中(zhong)(zhong)國(guo)建(jian)(jian)筑(zhu)、中(zhong)(zhong)國(guo)
20210901-國盛證券-建筑裝飾行業深度:看好低估值建筑藍籌,新業務+穩增長促估值提升.pdf
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中國電建
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中國化學
2
2
1
5.36
突破突破
春風吹又生的老韭菜
2021-06-06 08:06:51
農(nong)林牧(mu)漁行業:復合肥有望迎來量價齊升,重點推(tui)薦優質(zhi)行
農(nong)產品高(gao)價(jia)(jia)提升(sheng)(sheng)農(nong)戶種(zhong)植(zhi)積(ji)極性,復(fu)合(he)(he)肥行(xing)業長景氣(qi)周期(qi)開啟! 2021年(nian)(nian)以來(lai)(lai),國(guo)內大豆、玉(yu)米(mi)、中晚稻(dao)的(de)現(xian)貨(huo)價(jia)(jia)格持(chi)續上漲,達到近10年(nian)(nian)的(de)最高(gao)價(jia)(jia)。我們認為,在(zai)全球(qiu)疫情、各國(guo)糧(liang)食(shi)出口(kou)收緊、部分國(guo)家寬(kuan)松的(de)貨(huo)幣(bi)政策等(deng)因素影響下,國(guo)內外糧(liang)食(shi)價(jia)(jia)格在(zai)2-3年(nian)(nian)內有望保持(chi)高(gao)位,農(nong)民種(zhong)植(zhi)積(ji)極持(chi)續提升(sheng)(sheng)。復(fu)合(he)(he)肥行(xing)業景氣(qi)度(du)與糧(liang)食(shi)價(jia)(jia)格有高(gao)度(du)相關(guan)關(guan)系(xi),糧(liang)食(shi)價(jia)(jia)格上漲,種(zhong)植(zhi)者為了保障更(geng)好(hao)的(de)收益對于(yu)肥料投入程度(du)更(geng)高(gao)。此外,從(cong)農(nong)產品結(jie)構來(lai)(lai)看,我國(guo)蔬菜、花卉、果樹(shu)等(deng)經濟作物(wu)比例不斷增加,經濟作物(wu)施(shi)肥的(de)復(fu)合(he)(he)化率高(gao)于(yu)糧(liang)食(shi)作物(wu)。復(fu)合(he)(he)肥銷售有
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云圖控股
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新洋豐
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0
2
1.59
突破(po)突破(po)
春風吹又生的老韭菜
2021-05-26 09:00:13
東吳證券化工21年中期策(ce)略:業績為王,挖(wa)掘化工投(tou)資機會
前(qian)言(yan):自20Q2以來(lai),由于疫情控(kong)制的(de)不(bu)同步,全球經濟修(xiu)復不(bu)同步,供需錯配,疊加(jia)流(liu)動性(xing)寬(kuan)裕催化(hua),化(hua)工(gong)品價(jia)格指數自20年4月(yue)2日底部提(ti)(ti)升(sheng)(sheng)+58%,化(hua)工(gong)行(xing)業21Q1單季度ROE提(ti)(ti)升(sheng)(sheng)至3.54%,創12年以來(lai)Q1新(xin)高,優質核(he)心(xin)資產市值普遍21Q1創新(xin)高。隨著通脹、流(liu)動性(xing)收緊預(yu)期(qi)提(ti)(ti)升(sheng)(sheng),周(zhou)期(qi)景(jing)氣持續度備(bei)受質疑(yi),市場進入(ru)震蕩(dang)期(qi),我們認為業績(ji)為王(wang),圍繞估(gu)值性(xing)價(jia)比(bi),自下而上(shang),重點推(tui)薦一體化(hua)及(ji)細(xi)分行(xing)業龍(long)頭。
20210525-東吳證券-化工行業2021年中期策略:業績為王,挖掘化工投資機會.pdf
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昊華科技
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奧福科技
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萬潤股份
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泛亞微透
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震安科技
0
3
0
6.80
突破突破
春風吹又生的老韭菜
2021-05-21 10:50:37
龍頭怎么(me)搞
明知(zhi)道龍頭是(shi)中遠海控(kong),卻買了寧波海運,昨天不得(de)不割。 昨天的(de)重慶鋼(gang)鐵也是(shi)割了。 類似的(de)錯誤犯了無數(shu)次,怎么改(gai)正? 如(ru)此,龍頭下信(xin)仰如(ru)何維持? 龍頭是(shi)什么?成(cheng)交額(e)最大?漲停時(shi)間最早(zao)? ,請(qing)老師(shi)指正
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中遠海控
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2
0
1.18
突(tu)破突(tu)破
春風吹又生的老韭菜
2021-05-10 21:50:45
中(zhong)遠海控(kong)目標是多少???
中遠海控 2021-04-30 業績披露(lu):凈(jing)利潤(run)154.52億(yi)元(yuan),同比去(qu)年增(zeng)長(chang)5200.62% 貴州茅臺 2021-04-28 業績披露(lu):凈(jing)利潤(run)139.54億(yi)元(yuan),同比去(qu)年增(zeng)長(chang)6.57% 一個2萬億(yi),1個2千億(yi),利潤(run)差不(bu)多 周期(qi)起飛了 中遠海控底部3元(yuan)啟動(dong),現在20,翻了五六倍,這(zhe)種票翻十倍應該可以期(qi)待吧?定個目標30.????????????? 翻了幾篇研究報告,東北證(zheng)券(quan)給了34的最(zui)高(gao)目標價(jia),華(hua)創23,東方26 中和一下30元(yuan)目標。 水(shui)運板(ban)(ban)塊(kuai)龍頭中遠海控,但是(shi)每(mei)次板(ban)(ban)塊(kuai)換手最(zui)好的是(shi)寧(ning)波海運。 板(ban)(ban)塊(kuai)
20210430-華創證券-中遠海控-601919.SH-2021年一季報點評:Q1經營凈現金流同比增長17倍至270億,預計運價持續性有望續超預期,強調“強推”評級.pdf
20210510-東北證券-中遠海控-601919.SH-集裝箱指數再創歷史新高,上調業績預測.pdf
20210502-東方證券-中遠海控-601919.SH-中遠海控一季度業績點評:運價景氣下,釋放盈利彈性.pdf
601919.jpg
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寧波海運
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中遠海控
0
7
4
17.50
突(tu)破突(tu)破
春風吹又生的老韭菜
2021-05-09 20:40:50
國(guo)盛證券84頁報(bao)告:電子行業深(shen)度半導體歷史級別景氣(qi)繼續演繹(yi)
自(zi)2019年(nian)起(qi)前(qian)瞻深(shen)入(ru)的和全市(shi)場探討半導(dao)體(ti)(ti)產業(ye),2019年(nian)年(nian)中《全球“芯”拐點(dian)(dian)》,2020年(nian)5月《中國電(dian)子(zi):重(zhong)構與崛起(qi)》等,自(zi)2020Q4以(yi)來,我(wo)們(men)一(yi)再(zai)重(zhong)點(dian)(dian)提示(shi)行(xing)業(ye)景(jing)氣度進入(ru)空前(qian)景(jing)氣狀態,《半導(dao)體(ti)(ti):厲兵(bing)秣馬,邁入(ru)“芯”征程》做了(le)承上啟下深(shen)入(ru)討論,《中國半導(dao)體(ti)(ti):牛(niu)角崢嶸(rong)》從(cong)短中長期角度進行(xing)探討,資產價(jia)格與行(xing)業(ye)基本面出現剪刀(dao)差,大(da)陸(lu)半導(dao)體(ti)(ti)產業(ye)迎來十年(nian)黃(huang)金(jin)攀爬期!21Q1電(dian)子(zi)板塊尤其(qi)是半導(dao)體(ti)(ti)板塊大(da)量公司迭超預期,再(zai)次(ci)印證我(wo)們(men)對于電(dian)子(zi)產業(ye)的觀點(dian)(dian)判斷(duan),同(tong)時(shi)我(wo)們(men)也繼續堅定半導(dao)體(ti)(ti)板塊的景(jing)氣度趨勢。
20210506-國盛證券-電子行業深度:半導體:歷史級別景氣繼續演繹.pdf
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快輯半導體
1
1
2
13.63
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