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1 | 1 | 2018-05-02 05:28:30 | 1524616690000 | 市场愈发难做,去年紧握核心资产死了都不卖,今年就变成科技强国波段操作,天上还飞着那么多黑天鹅……但有一点可以确认的是,同涨同跌的时代是过去了(除非来了疯牛),同样是次新股,有的在创新低,有的则在创新高,后者注定是少数,新股数量减少为“独角兽”让路,然而万众瞩目的“独角兽”究竟是不是“毒角兽”,只能留给时间去验证了。1、天地数码: 杭州,主营热转印碳带,包括蜡基碳带产品、混合基碳带产品、树脂基碳带产品 、特种用途碳带等,下游应用行业广泛,包括电子工业和制造业部件打码、物流领域标签、食、药品质量追溯标签、库存管理标签、通用票据、纸质车票等,公司业务主要面向海外市场,近几年增长也不明显,4000万净利润体量,不建议关注。 2、沃格光电: 新余,主营FPD光电玻璃精加工业务,主要客户包括FPD面板企业、触控产品企业、显示屏模组企业等平板显示产业企业,公司精加工后的产品主要用于智能手机、平板电脑、超级本等移动智能终端产品,在当地也算是明星企业,近几年增长很快,净利润从2015年的0.34亿到2017年的2亿,然而下游智能手机增长放缓,导致一季报增长明显乏力,建议规避。 3、鼎胜新材: 镇江,主营铝板带箔,产品为厚箔(主要为空调箔)、单零箔、双零箔和铝板带等,产品广泛应用于建筑、家用、包装、家电、电子、交通运输、机械制造、五金制品、锂电池等多个领域,产量国内第一,空调行业几大龙头(美的、格力、海尔、大金等)以及锂电行业几大龙头(比亚迪、银隆、宁德时代)均为公司客户,募投项目几乎全部投向动力电池电极用铝合金箔,公司盈利能力一般,但算是有点花头。 4、仙鹤股份: 衢州,主营特种纸,主要产品可划分为烟草行业用纸、家居装饰用纸、商务交流及防伪用纸、食品与医疗包装用纸、标签离型用纸、电气及工业用纸、热转印用纸、低定量出版印刷用纸和其他共9大系列产品,品种较为齐全,在全国特种纸行业中的市场占有率约9%,居行业首位,烟草用纸也是细分行业龙头。近两年业务不错,跟整个造纸行业景气度回升有直接的关系,目前处于景气高位,偏谨慎。 5、文灿股份: 佛山,主营铝合金精密压铸件,汽车类压件为主(超过90%),看了下没什么亮点,多年业绩没有增长,唯一的亮点应该就是特斯拉了,有1个亿的收入,占比有限(总收入15亿)。 6、伯特利: 芜湖,主营汽车制动系统,客户主要为汽车主机厂商,汽车产业链,原来新三板上市的,后来报的主板,没什么特别之处。 7、药明康德: 上海,主营各类新药的研发、生产及配套服务,本期的明星股,正版独角兽。分析的文章太多,核心逻辑都差不多,国家鼓励医药创新,公司又具备上游卡位优势,2017年12亿的净利润,以A股的尿性,直接干到千亿不是没可能,短期没肉。 8、越博动力: 南京,主营新能源汽车动力总成系统,目前产品主要应用在客车和物流车领域,下游客户包括东风特汽、一汽、长安客车、金旅客车、陕汽宝华、聊城中通、大运汽车、申龙客车、南京金龙、唐骏汽车等大型整车厂,下游客户结构看起来确实有点弱,但属于国家鼓励的产业,不关注。 9、亚普股份: 扬州,主营汽车燃油系统(乘用车),汽车产业链,主营在减少,毛利率也很低,质地一般,不关注。 |
1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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884 | 1 | 2018-05-02 05:28:30 | 1524616690000 | 市场愈发难做,去年紧握核心资产死了都不卖,今年就变成科技强国波段操作,天上还飞着那么多黑天鹅……但有一点可以确认的是,同涨同跌的时代是过去了(除非来了疯牛),同样是次新股,有的在创新低,有的则在创新高,后者注定是少数,新股数量减少为“独角兽”让路,然而万众瞩目的“独角兽”究竟是不是“毒角兽”,只能留给时间去验证了。1、天地数码: 杭州,主营热转印碳带,包括蜡基碳带产品、混合基碳带产品、树脂基碳带产品 、特种用途碳带等,下游应用行业广泛,包括电子工业和制造业部件打码、物流领域标签、食、药品质量追溯标签、库存管理标签、通用票据、纸质车票等,公司业务主要面向海外市场,近几年增长也不明显,4000万净利润体量,不建议关注。 2、沃格光电: 新余,主营FPD光电玻璃精加工业务,主要客户包括FPD面板企业、触控产品企业、显示屏模组企业等平板显示产业企业,公司精加工后的产品主要用于智能手机、平板电脑、超级本等移动智能终端产品,在当地也算是明星企业,近几年增长很快,净利润从2015年的0.34亿到2017年的2亿,然而下游智能手机增长放缓,导致一季报增长明显乏力,建议规避。 3、鼎胜新材: 镇江,主营铝板带箔,产品为厚箔(主要为空调箔)、单零箔、双零箔和铝板带等,产品广泛应用于建筑、家用、包装、家电、电子、交通运输、机械制造、五金制品、锂电池等多个领域,产量国内第一,空调行业几大龙头(美的、格力、海尔、大金等)以及锂电行业几大龙头(比亚迪、银隆、宁德时代)均为公司客户,募投项目几乎全部投向动力电池电极用铝合金箔,公司盈利能力一般,但算是有点花头。 4、仙鹤股份: 衢州,主营特种纸,主要产品可划分为烟草行业用纸、家居装饰用纸、商务交流及防伪用纸、食品与医疗包装用纸、标签离型用纸、电气及工业用纸、热转印用纸、低定量出版印刷用纸和其他共9大系列产品,品种较为齐全,在全国特种纸行业中的市场占有率约9%,居行业首位,烟草用纸也是细分行业龙头。近两年业务不错,跟整个造纸行业景气度回升有直接的关系,目前处于景气高位,偏谨慎。 5、文灿股份: 佛山,主营铝合金精密压铸件,汽车类压件为主(超过90%),看了下没什么亮点,多年业绩没有增长,唯一的亮点应该就是特斯拉了,有1个亿的收入,占比有限(总收入15亿)。 6、伯特利: 芜湖,主营汽车制动系统,客户主要为汽车主机厂商,汽车产业链,原来新三板上市的,后来报的主板,没什么特别之处。 7、药明康德: 上海,主营各类新药的研发、生产及配套服务,本期的明星股,正版独角兽。分析的文章太多,核心逻辑都差不多,国家鼓励医药创新,公司又具备上游卡位优势,2017年12亿的净利润,以A股的尿性,直接干到千亿不是没可能,短期没肉。 8、越博动力: 南京,主营新能源汽车动力总成系统,目前产品主要应用在客车和物流车领域,下游客户包括东风特汽、一汽、长安客车、金旅客车、陕汽宝华、聊城中通、大运汽车、申龙客车、南京金龙、唐骏汽车等大型整车厂,下游客户结构看起来确实有点弱,但属于国家鼓励的产业,不关注。 9、亚普股份: 扬州,主营汽车燃油系统(乘用车),汽车产业链,主营在减少,毛利率也很低,质地一般,不关注。 |
1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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2 | 2 | 2018-05-02 05:28:30 | 1524531318000 | #新股研究#新股药明康德基本面简析 | 1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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885 | 2 | 2018-05-02 05:28:30 | 1524531318000 | #新股研究#新股药明康德基本面简析 | 1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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3 | 3 | 2018-05-02 05:28:30 | 1523962889000 | 【中国人民银行决定下调部分金融机构存款准备金率以置换中期借贷便利】为引导金融机构加大对小微企业的支持力度,增加银行体系资金的稳定性,优化流动性结构,中国人民银行决定,从2018年4月25日起,下调大型商业银行、股份制商业银行、城市商业银行、非县域农村商业银行、外资银行人民币存款准备金率1个百分点;同日,上述银行将各自按照“先借先还”的顺序,使用降准释放的资金偿还其所借央行的中期借贷便利(MLF)。【央行解读此次降准:增加长期资金供应,释放4000亿元增量资金】一是可以增加长期资金供应,银行资金成本将有所降低。置换MLF使商业银行付息成本有所减少,有利于降低企业融资成本。二是释放4000亿元增量资金,增加了小微企业贷款的低成本资金来源。人民银行将要求相关金融机构把新增资金主要用于小微企业贷款投放,并适当降低小微企业融资成本,改善对小微企业的金融服务,上述要求将纳入宏观审慎评估(MPA)考核。【央行:稳健中性货币政策不变 仍将保持高存准率】中国人民银行有关负责人17日表示,降准置换中期借贷便利,稳健中性的货币政策取向保持不变。 券商解读:【平安证券张明:降准利好债市,有助稳定股市及宏观经济】中国人民银行决定下调部分金融机构存款准备金率以置换中期借贷便利。对此,平安证券首席经济学家张明解读称,央行此举具体影响有待观察,但直接影响是利好债市,有助于稳定股市以及宏观经济。 【国金李立峰:货币政策由中性偏紧转向适度扩大内需】中国人民银行决定,从2018年4月25日起,下调大型商业银行、股份制商业银行、城市商业银行、非县域农村商业银行、外资银行人民币存款准备金率1个百分点。对此,国金证券李立峰表示,随着外需今年的高度不确定性,今年货币政策理应有所转向,由中性偏紧转向适度扩大内需。今天披露的“央行针对部分银行实施定向降低存款准备金率”,正印证了我们的这一看法:货币政策在微调转向。【华创策略王君评央行降准:为金融去杠杆做好安全垫】华创策略王君表示:1、今年货币条件、利率环境比去年要乐观,前期观点正在验证;2、尽力避免内、外部压力共振,国内政策的抓手在货币;3、不再担忧汇率波动,人民币因套利原因,币值坚挺,货币政策宽松空间打开;4、为接下来金融去杠杆、防风险做好安全垫。5、对市场影响,股债再平衡、蓝筹白马再平衡。【东吴策略快评定向降准:成长股逻辑进一步强化】对应到对A股的影响 , 东吴策略认为落脚点在于成长逻辑进一步强化 , 原因主要有两点:其一 , 政策导向角度。此次降准主要为加大对小微企业的支持力度 , 一是增加长期资金供应 , 有利于降低企业融资成本 ; 二是释放4000亿元增量资金 , 增加了小微企业贷款的低成本资金来源。除此之外 , 人民银行还将要求相关金融机构把新增资金主要用于小微企业贷款投放 , 并适当降低小微企业融资成本 , 改善对小微企业的金融服务 , 上述要求将纳入宏观审慎评估 (MPA) 考核。其二 , 流动性的边际改善将有利于提高中小创的估值空间。降准意味着今年以来相对宽松的流动性依然有望延续 , 而流动性宽松恰是中小创高估值的核心支撑逻辑。【华泰李超:降准符合预期 货币政策正在转向灵活适度】华泰证券首席宏观研究员李超团队认为,今年年初以来,国际收支平衡和金融稳定在货币政策中的目标相对弱化,而稳增长和控通胀问题均显现了预期的变化,货币政策很可能从稳健中性转向稳健灵活适度,即当前的货币政策首要目标缺失。李超认为,当前货币政策是在去金融杠杆、稳经济增长、防融资下行之间权衡,处理好信贷、社融、M2的稳定是关键,而保证商业银行负债稳定成为重中之重。 市场反应:富时中国A50指数期货在中国宣布降准后涨1.1%。恒生指数期货在中国宣布降准后涨0.7%。历次央行降准后股市走势一览:2014年以来,央行共进行了8次降准。其中3次为定向降准(2014年4月,2014年6月和2015年6月),5次为全面降准(2015年2月,2015年4月,2015年9月,2015年10月和2016年3月)。降准之后的30天,股市只有2次下跌,其余均上涨。涨幅最大的一次是2015年2月,上证综指上涨达16%。 |
1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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886 | 3 | 2018-05-02 05:28:30 | 1523962889000 | 【中国人民银行决定下调部分金融机构存款准备金率以置换中期借贷便利】为引导金融机构加大对小微企业的支持力度,增加银行体系资金的稳定性,优化流动性结构,中国人民银行决定,从2018年4月25日起,下调大型商业银行、股份制商业银行、城市商业银行、非县域农村商业银行、外资银行人民币存款准备金率1个百分点;同日,上述银行将各自按照“先借先还”的顺序,使用降准释放的资金偿还其所借央行的中期借贷便利(MLF)。【央行解读此次降准:增加长期资金供应,释放4000亿元增量资金】一是可以增加长期资金供应,银行资金成本将有所降低。置换MLF使商业银行付息成本有所减少,有利于降低企业融资成本。二是释放4000亿元增量资金,增加了小微企业贷款的低成本资金来源。人民银行将要求相关金融机构把新增资金主要用于小微企业贷款投放,并适当降低小微企业融资成本,改善对小微企业的金融服务,上述要求将纳入宏观审慎评估(MPA)考核。【央行:稳健中性货币政策不变 仍将保持高存准率】中国人民银行有关负责人17日表示,降准置换中期借贷便利,稳健中性的货币政策取向保持不变。 券商解读:【平安证券张明:降准利好债市,有助稳定股市及宏观经济】中国人民银行决定下调部分金融机构存款准备金率以置换中期借贷便利。对此,平安证券首席经济学家张明解读称,央行此举具体影响有待观察,但直接影响是利好债市,有助于稳定股市以及宏观经济。 【国金李立峰:货币政策由中性偏紧转向适度扩大内需】中国人民银行决定,从2018年4月25日起,下调大型商业银行、股份制商业银行、城市商业银行、非县域农村商业银行、外资银行人民币存款准备金率1个百分点。对此,国金证券李立峰表示,随着外需今年的高度不确定性,今年货币政策理应有所转向,由中性偏紧转向适度扩大内需。今天披露的“央行针对部分银行实施定向降低存款准备金率”,正印证了我们的这一看法:货币政策在微调转向。【华创策略王君评央行降准:为金融去杠杆做好安全垫】华创策略王君表示:1、今年货币条件、利率环境比去年要乐观,前期观点正在验证;2、尽力避免内、外部压力共振,国内政策的抓手在货币;3、不再担忧汇率波动,人民币因套利原因,币值坚挺,货币政策宽松空间打开;4、为接下来金融去杠杆、防风险做好安全垫。5、对市场影响,股债再平衡、蓝筹白马再平衡。【东吴策略快评定向降准:成长股逻辑进一步强化】对应到对A股的影响 , 东吴策略认为落脚点在于成长逻辑进一步强化 , 原因主要有两点:其一 , 政策导向角度。此次降准主要为加大对小微企业的支持力度 , 一是增加长期资金供应 , 有利于降低企业融资成本 ; 二是释放4000亿元增量资金 , 增加了小微企业贷款的低成本资金来源。除此之外 , 人民银行还将要求相关金融机构把新增资金主要用于小微企业贷款投放 , 并适当降低小微企业融资成本 , 改善对小微企业的金融服务 , 上述要求将纳入宏观审慎评估 (MPA) 考核。其二 , 流动性的边际改善将有利于提高中小创的估值空间。降准意味着今年以来相对宽松的流动性依然有望延续 , 而流动性宽松恰是中小创高估值的核心支撑逻辑。【华泰李超:降准符合预期 货币政策正在转向灵活适度】华泰证券首席宏观研究员李超团队认为,今年年初以来,国际收支平衡和金融稳定在货币政策中的目标相对弱化,而稳增长和控通胀问题均显现了预期的变化,货币政策很可能从稳健中性转向稳健灵活适度,即当前的货币政策首要目标缺失。李超认为,当前货币政策是在去金融杠杆、稳经济增长、防融资下行之间权衡,处理好信贷、社融、M2的稳定是关键,而保证商业银行负债稳定成为重中之重。 市场反应:富时中国A50指数期货在中国宣布降准后涨1.1%。恒生指数期货在中国宣布降准后涨0.7%。历次央行降准后股市走势一览:2014年以来,央行共进行了8次降准。其中3次为定向降准(2014年4月,2014年6月和2015年6月),5次为全面降准(2015年2月,2015年4月,2015年9月,2015年10月和2016年3月)。降准之后的30天,股市只有2次下跌,其余均上涨。涨幅最大的一次是2015年2月,上证综指上涨达16%。 |
1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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4 | 4 | 2018-05-02 05:28:30 | 1524616731000 | #新股研究#新股越博动力、亚普股份基本面梳理 | 1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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879 | 4 | 2018-05-02 05:28:30 | 1524616731000 | #新股研究#新股越博动力、亚普股份基本面梳理 | 1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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5 | 5 | 2018-05-02 05:28:30 | 1524456142000 | 凯勒说:一本书像一艘船,带领我们从狭隘的地方,驶向无限广阔的生活海洋。我们每个人都会读书,或许因为它好看,或许它经得起重读,或许是它能引人思考···今天是4月23日,也是「世界读书日」!在这个读书的日子里,小编想请每一位球友:推荐一本你认为值得一读的书!1、参与方式A、“回复+转发” 本帖,并加标签#读书日#B、发帖推荐,并加标签#读书日#2、可推荐几本,是否有领域限制?推荐一本或多本均可,领域不限。3、推荐格式书名:《您厉害,您赚得多》作者:方三文推荐理由:汇聚千万雪球用户投资智慧,诞生于聪明投资者的「聊天」中。(如果有读后感更佳!)4、活动奖品随机抽取三位用户,分别送上kindle一部,方便大家读书。5、活动时间截止到4月24日24:00。=================P.S:最后,小编也整理了一份球友们出版的投资书单(排序不分先后)一、纸质版书单1、 《您厉害,您赚得多》 @不明真相的群众 2、 《老二非死不可》 @不明不明真相的群众 3、 《关灯吃面》 @不明真相的群众 4、 《股市进阶之道》 @水晶苍蝇拍 5、 《投资中最简单的事》 @邱国鹭 6、 《一个投资家的20年》 @天南财务健康谈 7、 《巴菲特之道》 @天南财务健康谈 8、 《低风险投资之路》 @David自由之路 9、 《手把手教你读财报2》 @唐朝 10、《巴菲特投资案例集》 @黄建平 11、《指数基金投资指南》 @银行螺丝钉 12、《百箭穿杨》 @小小辛巴 13、《聪明投资者的成功之道:好生意好公司好价格》 @价值at风险 14、《投资要义》 @微光破晓 15、《买入,持有,富有》 @张可兴 16、《在苍茫中传灯:一个投资者20年的知与行》 @一只花蛤 17、《时间的玫瑰:但斌投资札记》 @但斌 18、《穿过迷雾:巴菲特投资与经营思想之我见》 @我是任俊杰 19、《港股滚雪球》 @杨饭 20、《专注投资迈向安心投资之路》 @西点老A 21、《最佳组合一个散户的投资启示》 @被解放的mogwai 22、《格雷厄姆之道:如何在中国实践价值投资》 @Passion启航 23、《十年十倍 散户也可以学习的量化投资方法》 @持有封基 24、《生活中的投资学 普通投资者的股市盈利之道》 @我是腾腾爸 25、《投资大白话》 @我是腾腾爸 26、《非赚不可》 @圈儿 27、《读懂银行股》 @那一水的鱼 28、《理财不用懂太多》 @那一水的鱼 29、《投资第一课》 @那一水的鱼 30、《超额收益:价值投资在中国的最佳实践》 @502的牛 31、《菜鸟看财务报表一学就会:全图解》 @耐力投资 32、《跟巴菲特学习仓位管理 被忽视的成功投资秘籍》 @三言九鼎 33、《投资的本源稳健均衡投资策略》 @恭自厚 34、《工作前5年,决定你一生的财富》 @三公子记录仪 35、《超越专业投资:一位业余投资者的股市获利之道》 @月下寒漪二、雪球「岛」系列电子书1、 《给业余投资者的10条军规》@闲来一坐s话投资 2、 《小白投资美股指南》@徐佳杰Pierre 3、 《指数基金投资指南》@银行螺丝钉 4、 《散户自救法则》@无声 5、 《七堂课穿越牛熊》@民工君 6、 《买入大牛股的9个关键》@小权 7、 《低风险投资十八种武器》@铁公鸡金融 8、 《投资大白话》@我是腾腾爸 9、 《买基金小红书》@青春的泥沼 10、《傻瓜式投资》@飞泥翱空 11、《战胜自己:投资心法漫谈》@衣香人影2010 12、《不炒股只投基,低风险赚出高收益》@张翼轸 13、《一呎围栏——刻骨铭心的中集投资故事》@孤鹰广雁 14、《手把手教你钱生钱——场内现金管理攻略》@饕餮海 15、《港股滚雪球》@杨饭 16、《牛奶咖啡投资学》@钱真理 17、《股票投资,从0到1》@鹿西西的仙人最后,跪求各位大佬积极参与并转发!!!$上证指数(SH000001)$ $深证成指(SZ399001)$ $恒生指数(HKHSI)$ $道琼斯指数(DJI30)$ |
1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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880 | 5 | 2018-05-02 05:28:30 | 1524456142000 | 凯勒说:一本书像一艘船,带领我们从狭隘的地方,驶向无限广阔的生活海洋。我们每个人都会读书,或许因为它好看,或许它经得起重读,或许是它能引人思考···今天是4月23日,也是「世界读书日」!在这个读书的日子里,小编想请每一位球友:推荐一本你认为值得一读的书!1、参与方式A、“回复+转发” 本帖,并加标签#读书日#B、发帖推荐,并加标签#读书日#2、可推荐几本,是否有领域限制?推荐一本或多本均可,领域不限。3、推荐格式书名:《您厉害,您赚得多》作者:方三文推荐理由:汇聚千万雪球用户投资智慧,诞生于聪明投资者的「聊天」中。(如果有读后感更佳!)4、活动奖品随机抽取三位用户,分别送上kindle一部,方便大家读书。5、活动时间截止到4月24日24:00。=================P.S:最后,小编也整理了一份球友们出版的投资书单(排序不分先后)一、纸质版书单1、 《您厉害,您赚得多》 @不明真相的群众 2、 《老二非死不可》 @不明不明真相的群众 3、 《关灯吃面》 @不明真相的群众 4、 《股市进阶之道》 @水晶苍蝇拍 5、 《投资中最简单的事》 @邱国鹭 6、 《一个投资家的20年》 @天南财务健康谈 7、 《巴菲特之道》 @天南财务健康谈 8、 《低风险投资之路》 @David自由之路 9、 《手把手教你读财报2》 @唐朝 10、《巴菲特投资案例集》 @黄建平 11、《指数基金投资指南》 @银行螺丝钉 12、《百箭穿杨》 @小小辛巴 13、《聪明投资者的成功之道:好生意好公司好价格》 @价值at风险 14、《投资要义》 @微光破晓 15、《买入,持有,富有》 @张可兴 16、《在苍茫中传灯:一个投资者20年的知与行》 @一只花蛤 17、《时间的玫瑰:但斌投资札记》 @但斌 18、《穿过迷雾:巴菲特投资与经营思想之我见》 @我是任俊杰 19、《港股滚雪球》 @杨饭 20、《专注投资迈向安心投资之路》 @西点老A 21、《最佳组合一个散户的投资启示》 @被解放的mogwai 22、《格雷厄姆之道:如何在中国实践价值投资》 @Passion启航 23、《十年十倍 散户也可以学习的量化投资方法》 @持有封基 24、《生活中的投资学 普通投资者的股市盈利之道》 @我是腾腾爸 25、《投资大白话》 @我是腾腾爸 26、《非赚不可》 @圈儿 27、《读懂银行股》 @那一水的鱼 28、《理财不用懂太多》 @那一水的鱼 29、《投资第一课》 @那一水的鱼 30、《超额收益:价值投资在中国的最佳实践》 @502的牛 31、《菜鸟看财务报表一学就会:全图解》 @耐力投资 32、《跟巴菲特学习仓位管理 被忽视的成功投资秘籍》 @三言九鼎 33、《投资的本源稳健均衡投资策略》 @恭自厚 34、《工作前5年,决定你一生的财富》 @三公子记录仪 35、《超越专业投资:一位业余投资者的股市获利之道》 @月下寒漪二、雪球「岛」系列电子书1、 《给业余投资者的10条军规》@闲来一坐s话投资 2、 《小白投资美股指南》@徐佳杰Pierre 3、 《指数基金投资指南》@银行螺丝钉 4、 《散户自救法则》@无声 5、 《七堂课穿越牛熊》@民工君 6、 《买入大牛股的9个关键》@小权 7、 《低风险投资十八种武器》@铁公鸡金融 8、 《投资大白话》@我是腾腾爸 9、 《买基金小红书》@青春的泥沼 10、《傻瓜式投资》@飞泥翱空 11、《战胜自己:投资心法漫谈》@衣香人影2010 12、《不炒股只投基,低风险赚出高收益》@张翼轸 13、《一呎围栏——刻骨铭心的中集投资故事》@孤鹰广雁 14、《手把手教你钱生钱——场内现金管理攻略》@饕餮海 15、《港股滚雪球》@杨饭 16、《牛奶咖啡投资学》@钱真理 17、《股票投资,从0到1》@鹿西西的仙人最后,跪求各位大佬积极参与并转发!!!$上证指数(SH000001)$ $深证成指(SZ399001)$ $恒生指数(HKHSI)$ $道琼斯指数(DJI30)$ |
1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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7 | 7 | 2018-05-02 05:28:30 | 1523839855000 | #新股研究#鼎信转债申购价值分析 | 1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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8 | 8 | 2018-05-02 05:28:30 | 1522383567000 | #新股研究#沃格光电、鼎胜新材及仙鹤股份深度解读 | 1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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9 | 9 | 2018-05-02 05:28:30 | 1522197539000 | 近期有传言会里传达指示,要求主板上报公司净利润不低于8000万,创业板不低于5000万,从最近的新股情况来看,此事并非空穴来风,拿3月几只新股来看,只有1只低于8000万净利润,另一只也有5000万净利润,此前踩3000万净利润的企业是没有了,政策取向也比较明显,为“四新”行业的大家伙让路,目前来看市场对此反应不是很大,先炒为敬。1、宏川智慧: 东莞,主营为境内外石化产品生产商、贸易商和终端用户提供仓储综合服务,是国内最大的民营化工仓储企业之一,传统型企业,商业模式决定的空间有限,不关注。 2、彩讯股份: 深圳,主营互联网应用平台的建设及运营支撑服务,向亿万用户提供电子邮箱、电子客服等综合信息服务,是中国移动通信139邮箱的全网技术与运营服务提供商。质地一般,但占云计算、大数据等多个概念,以现在这个市场状态,开板后大概率有资金博弈。 3、湖南盐业: 长沙,主营盐及盐化工产品的生产、销售,主要产品是食盐、两碱用盐、小工业盐、芒硝。卖盐的,没搞头,最多讲一讲盐业体制改革的故事。 4、天邑股份: 成都,主营通信设备制造,产品包括通信网络物理连接及保护设备、宽带网络终端设备、移动通信网络优化系统设备及系统集成服务、热缩制品与通信管材。公司近几年业绩增长较快,净利润已达2亿体量,在创业板中算比较高的水平,涉及光通信产业,能搭上5G,跟着板块走。 5、爱婴室: 上海,主营母婴用品,应该算是纯正的母婴零售第一股,定位中高端母婴市场,纯正二胎概念,销售以直营门店为主、电子商务为辅,目前运营着189家大中型母婴品质生活馆,公司目前主营收入来源也是依靠线下门店,本次募集资金计划再建130个门店,扩张速度相对较慢,不建议关注。 6、锋龙股份: 绍兴,主营园林机械零部件(70%)及汽车零部件(30%),同时业务70%是出口的,之前有一家中坚科技也是做圆领机械这一块的,公司成长空间有限,一季报同比负增长。 7、长城科技: 湖州,主营特种电磁线和绕组线,产品应用可覆盖工业电机、家用电器、汽车电机、电动工具、仪器仪表等领域,下游客户多数为国内外知名厂商,包含法雷奥,西门子,美的,长鹰信质,德宏股份,微光股份,博世,松下,海尔,雷勃电气,正泰电器,SEW,卧龙电气和惠而浦等,产业链地位较弱,不关注。 8、振德医疗: 绍兴,主营医用敷料,属于医疗的耗材,主要还是出口,2017年净利润体量也有1.6亿,对外依赖度大,不关注。 |
1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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7996 | 9 | 2018-05-02 05:28:30 | 1522197539000 | 近期有传言会里传达指示,要求主板上报公司净利润不低于8000万,创业板不低于5000万,从最近的新股情况来看,此事并非空穴来风,拿3月几只新股来看,只有1只低于8000万净利润,另一只也有5000万净利润,此前踩3000万净利润的企业是没有了,政策取向也比较明显,为“四新”行业的大家伙让路,目前来看市场对此反应不是很大,先炒为敬。1、宏川智慧: 东莞,主营为境内外石化产品生产商、贸易商和终端用户提供仓储综合服务,是国内最大的民营化工仓储企业之一,传统型企业,商业模式决定的空间有限,不关注。 2、彩讯股份: 深圳,主营互联网应用平台的建设及运营支撑服务,向亿万用户提供电子邮箱、电子客服等综合信息服务,是中国移动通信139邮箱的全网技术与运营服务提供商。质地一般,但占云计算、大数据等多个概念,以现在这个市场状态,开板后大概率有资金博弈。 3、湖南盐业: 长沙,主营盐及盐化工产品的生产、销售,主要产品是食盐、两碱用盐、小工业盐、芒硝。卖盐的,没搞头,最多讲一讲盐业体制改革的故事。 4、天邑股份: 成都,主营通信设备制造,产品包括通信网络物理连接及保护设备、宽带网络终端设备、移动通信网络优化系统设备及系统集成服务、热缩制品与通信管材。公司近几年业绩增长较快,净利润已达2亿体量,在创业板中算比较高的水平,涉及光通信产业,能搭上5G,跟着板块走。 5、爱婴室: 上海,主营母婴用品,应该算是纯正的母婴零售第一股,定位中高端母婴市场,纯正二胎概念,销售以直营门店为主、电子商务为辅,目前运营着189家大中型母婴品质生活馆,公司目前主营收入来源也是依靠线下门店,本次募集资金计划再建130个门店,扩张速度相对较慢,不建议关注。 6、锋龙股份: 绍兴,主营园林机械零部件(70%)及汽车零部件(30%),同时业务70%是出口的,之前有一家中坚科技也是做圆领机械这一块的,公司成长空间有限,一季报同比负增长。 7、长城科技: 湖州,主营特种电磁线和绕组线,产品应用可覆盖工业电机、家用电器、汽车电机、电动工具、仪器仪表等领域,下游客户多数为国内外知名厂商,包含法雷奥,西门子,美的,长鹰信质,德宏股份,微光股份,博世,松下,海尔,雷勃电气,正泰电器,SEW,卧龙电气和惠而浦等,产业链地位较弱,不关注。 8、振德医疗: 绍兴,主营医用敷料,属于医疗的耗材,主要还是出口,2017年净利润体量也有1.6亿,对外依赖度大,不关注。 |
1 | 2018-05-13 23:51:13 | 非新不炒 | 打新信息提醒,新股内容收集。好内容大家都@我一下。 | 北京 | 城市/地区 | 559 | 111885 | {
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10 | 10 | 2018-05-02 05:30:44 | 1498621775000 | 好好干,有大想法的,可以私信我。秀哥的慧眼,连CCTV都佩服 | 3 | 2018-05-14 14:32:51 | 雪球达人秀 | 挖掘隐藏在身边的投资达人。 | 北京 | 城市/地区 | 107 | 107287 | {
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887 | 10 | 2018-05-02 05:30:44 | 1498621775000 | 好好干,有大想法的,可以私信我。秀哥的慧眼,连CCTV都佩服 | 3 | 2018-05-14 14:32:51 | 雪球达人秀 | 挖掘隐藏在身边的投资达人。 | 北京 | 城市/地区 | 107 | 107287 | {
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11 | 11 | 2018-05-02 05:30:44 | 1496997842000 | 最近采访对象都是@雪球达人秀 发掘的,这算是抄作业吗? //@剑胆琴心123: 还是那句话,只看良心提醒,请无视俺是否上镜 | 3 | 2018-05-14 14:32:51 | 雪球达人秀 | 挖掘隐藏在身边的投资达人。 | 北京 | 城市/地区 | 107 | 107287 | {
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888 | 11 | 2018-05-02 05:30:44 | 1496997842000 | 最近采访对象都是@雪球达人秀 发掘的,这算是抄作业吗? //@剑胆琴心123: 还是那句话,只看良心提醒,请无视俺是否上镜 | 3 | 2018-05-14 14:32:51 | 雪球达人秀 | 挖掘隐藏在身边的投资达人。 | 北京 | 城市/地区 | 107 | 107287 | {
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12 | 12 | 2018-05-02 05:31:00 | 1510051446000 | 2007年11月6日,阿里巴巴网络有限公司(阿里巴巴集团旗下B2B业务)以13.5港元发行价登陆港交所,开盘涨幅122%,全日涨幅193%,首日收盘股价报39.5港元。十年一轮回,$阅文集团(00772)$ 将在明天上市,阅文这次的认购超级火爆,干货哥身边从不买港股的同事都去申购了,今天阅文暗盘的价格已经较发行价飙升60%!阅文集团到底有何投资价值,值得这么多人看好?请看今天的干货合集。明天阅文到底会爆炒到何种程度?请大家拭目以待!1、阅文集团:由货源归边说起 @一分钟投资笔记 https://xueqiu.com/5220678514/950160172、年入过亿的网文作家?98后成大神?细数阅文集团6大争议 @股事茶妹妹 https://xueqiu.com/1588214539/947072043、一文读懂中国网文市场:顶级作家版税收入破亿,市场总值达90亿 @壹娱观察 https://xueqiu.com/2021711319/946820904、阅文IPO上市!全盘拆解行业赚钱攻略 @施宏毅BM https://xueqiu.com/4206791350/944963515、阅文浅见,你该给什么估值? @Ten-Bagger https://xueqiu.com/8493390925/944781306、腾讯旗下阅文估值偏高 或无法持续盈利 @蓝鲸TMT https://xueqiu.com/1133075318/942684557、阅文披露上市优势与风险 资源社区占优成本和渠道存在隐患 @DoNews游戏 https://xueqiu.com/7965198784/939460138、腾讯家的阅文集团终于要上市了,但网络文学已在衰退 @KingCJ https://xueqiu.com/4220715690/939123939、阅文集团本月启动招股,网文“一哥”也有难处? @互联网爆料 https://xueqiu.com/6518012197/9384502610、读书无用?字字千金!阅文估值超400亿 @港股解码 https://xueqiu.com/3075122481/9381089311、阅文集团,会是下一个飙涨的众安保险么? @复利魔方3650 https://xueqiu.com/6316687515/9376448912、网络小说这门生意怎么样?我看阅文IPO @王海天 https://xueqiu.com/7847648151/91186363免责申明:以上策略和个股不代表本人观点,仅供参考,不构成投资建议,据此买入风险自负。 |
5 | 2018-05-14 14:57:56 | 没干货不废话 | 公司及行业分析干货的集合处,球友们有好的公司及行业分析可以直接@没干货不废话,我会转发分享给更多朋友 | 西藏 | 城市/地区 | 2566 | 164935 | {
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889 | 12 | 2018-05-02 05:31:00 | 1510051446000 | 2007年11月6日,阿里巴巴网络有限公司(阿里巴巴集团旗下B2B业务)以13.5港元发行价登陆港交所,开盘涨幅122%,全日涨幅193%,首日收盘股价报39.5港元。十年一轮回,$阅文集团(00772)$ 将在明天上市,阅文这次的认购超级火爆,干货哥身边从不买港股的同事都去申购了,今天阅文暗盘的价格已经较发行价飙升60%!阅文集团到底有何投资价值,值得这么多人看好?请看今天的干货合集。明天阅文到底会爆炒到何种程度?请大家拭目以待!1、阅文集团:由货源归边说起 @一分钟投资笔记 https://xueqiu.com/5220678514/950160172、年入过亿的网文作家?98后成大神?细数阅文集团6大争议 @股事茶妹妹 https://xueqiu.com/1588214539/947072043、一文读懂中国网文市场:顶级作家版税收入破亿,市场总值达90亿 @壹娱观察 https://xueqiu.com/2021711319/946820904、阅文IPO上市!全盘拆解行业赚钱攻略 @施宏毅BM https://xueqiu.com/4206791350/944963515、阅文浅见,你该给什么估值? @Ten-Bagger https://xueqiu.com/8493390925/944781306、腾讯旗下阅文估值偏高 或无法持续盈利 @蓝鲸TMT https://xueqiu.com/1133075318/942684557、阅文披露上市优势与风险 资源社区占优成本和渠道存在隐患 @DoNews游戏 https://xueqiu.com/7965198784/939460138、腾讯家的阅文集团终于要上市了,但网络文学已在衰退 @KingCJ https://xueqiu.com/4220715690/939123939、阅文集团本月启动招股,网文“一哥”也有难处? @互联网爆料 https://xueqiu.com/6518012197/9384502610、读书无用?字字千金!阅文估值超400亿 @港股解码 https://xueqiu.com/3075122481/9381089311、阅文集团,会是下一个飙涨的众安保险么? @复利魔方3650 https://xueqiu.com/6316687515/9376448912、网络小说这门生意怎么样?我看阅文IPO @王海天 https://xueqiu.com/7847648151/91186363免责申明:以上策略和个股不代表本人观点,仅供参考,不构成投资建议,据此买入风险自负。 |
5 | 2018-05-14 14:57:56 | 没干货不废话 | 公司及行业分析干货的集合处,球友们有好的公司及行业分析可以直接@没干货不废话,我会转发分享给更多朋友 | 西藏 | 城市/地区 | 2566 | 164935 | {
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13 | 13 | 2018-05-02 05:31:00 | 1509327201000 | 中国宏桥和他的老板张士平,绝对是一个神一样的存在!有多神奇?1、张士平手下的魏桥纺织建有国家电网之外的,中国唯一独立电网,电价便宜1/3;2、90% 的苹果手机壳体所用的铝板材料均来自于张士平的工厂;3、2014年,中国宏桥超过巨头俄罗斯联合铝业公司,成为了当时全球产量最大的铝制造商;4、张士平是山东首富也许是过于神奇,中国宏桥被做空机构盯上!做空机构Emerson Analytics。Emerson Analytics指中国宏桥虚报利润及成本,其股份价值只有现价约40%,予其“强烈沽售”建议,目标价3.1元,较前收市价7.8元有60.3%潜在跌幅。中国宏桥3月1日上午10时53分中途停牌,停牌前跌8.33%报7.15元,成交1834.15万元,涉1.36亿元。中国宏桥指申请股份停牌,是待公司发出有关 EmersonAnalytics Co. Ltd. 负面报告之澄清公告。Emerson Analytics指出,宏桥于2011年IPO阶段已开始虚报较低生产成本,并由关连公司以非常低的价格收购电力和铝原料(Alumia)。在2007年至2009年间,宏桥的毛利率与同业相近,但2010年当同业毛利率维持在单位数时,中国宏桥毛利率急升至27.7%,大幅抛离同业。一、关于中国宏桥,关于张世平中国宏桥创始人张士平最近的采访文章https://xueqiu.com/4852972646/82047105他是响当当的红海之王!每年发70亿工资,自己却用200手机 @jincuodao https://xueqiu.com/4014709951/81977109借中国宏桥事件,说说火电的成本 @山行 https://xueqiu.com/4111857140/82040100二、多头观点面对沽空中国宏桥,我不得不说 @高处看海 https://xueqiu.com/4532094386/82025451 https://xueqiu.com/4532094386/82075762聊聊中国宏桥的沽空报告 @侯文宽 https://xueqiu.com/2164253488/82093642力挺中国宏桥,没有调查就没有发言权 @老曾阿牛 https://xueqiu.com/8058064790/82042241三、空头观点宏桥做空报告的一些要点 @Terastar https://xueqiu.com/2425820229/81****52中国宏桥未必造假,但有很多疑点 @岁寒知松柏 https://xueqiu.com/1272530506/82038877$中国宏桥(01378)$ $魏桥纺织(02698)$ 免责申明:以上策略和个股不代表本人观点,仅供参考,不构成投资建议,据此买入风险自负。 |
5 | 2018-05-14 14:57:56 | 没干货不废话 | 公司及行业分析干货的集合处,球友们有好的公司及行业分析可以直接@没干货不废话,我会转发分享给更多朋友 | 西藏 | 城市/地区 | 2566 | 164935 | {
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890 | 13 | 2018-05-02 05:31:00 | 1509327201000 | 中国宏桥和他的老板张士平,绝对是一个神一样的存在!有多神奇?1、张士平手下的魏桥纺织建有国家电网之外的,中国唯一独立电网,电价便宜1/3;2、90% 的苹果手机壳体所用的铝板材料均来自于张士平的工厂;3、2014年,中国宏桥超过巨头俄罗斯联合铝业公司,成为了当时全球产量最大的铝制造商;4、张士平是山东首富也许是过于神奇,中国宏桥被做空机构盯上!做空机构Emerson Analytics。Emerson Analytics指中国宏桥虚报利润及成本,其股份价值只有现价约40%,予其“强烈沽售”建议,目标价3.1元,较前收市价7.8元有60.3%潜在跌幅。中国宏桥3月1日上午10时53分中途停牌,停牌前跌8.33%报7.15元,成交1834.15万元,涉1.36亿元。中国宏桥指申请股份停牌,是待公司发出有关 EmersonAnalytics Co. Ltd. 负面报告之澄清公告。Emerson Analytics指出,宏桥于2011年IPO阶段已开始虚报较低生产成本,并由关连公司以非常低的价格收购电力和铝原料(Alumia)。在2007年至2009年间,宏桥的毛利率与同业相近,但2010年当同业毛利率维持在单位数时,中国宏桥毛利率急升至27.7%,大幅抛离同业。一、关于中国宏桥,关于张世平中国宏桥创始人张士平最近的采访文章https://xueqiu.com/4852972646/82047105他是响当当的红海之王!每年发70亿工资,自己却用200手机 @jincuodao https://xueqiu.com/4014709951/81977109借中国宏桥事件,说说火电的成本 @山行 https://xueqiu.com/4111857140/82040100二、多头观点面对沽空中国宏桥,我不得不说 @高处看海 https://xueqiu.com/4532094386/82025451 https://xueqiu.com/4532094386/82075762聊聊中国宏桥的沽空报告 @侯文宽 https://xueqiu.com/2164253488/82093642力挺中国宏桥,没有调查就没有发言权 @老曾阿牛 https://xueqiu.com/8058064790/82042241三、空头观点宏桥做空报告的一些要点 @Terastar https://xueqiu.com/2425820229/81****52中国宏桥未必造假,但有很多疑点 @岁寒知松柏 https://xueqiu.com/1272530506/82038877$中国宏桥(01378)$ $魏桥纺织(02698)$ 免责申明:以上策略和个股不代表本人观点,仅供参考,不构成投资建议,据此买入风险自负。 |
5 | 2018-05-14 14:57:56 | 没干货不废话 | 公司及行业分析干货的集合处,球友们有好的公司及行业分析可以直接@没干货不废话,我会转发分享给更多朋友 | 西藏 | 城市/地区 | 2566 | 164935 | {
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14 | 14 | 2018-05-02 05:31:00 | 1504070376000 | 万元大奖寻牛股!厉害了,我的话题哥! | 5 | 2018-05-14 14:57:56 | 没干货不废话 | 公司及行业分析干货的集合处,球友们有好的公司及行业分析可以直接@没干货不废话,我会转发分享给更多朋友 | 西藏 | 城市/地区 | 2566 | 164935 | {
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891 | 14 | 2018-05-02 05:31:00 | 1504070376000 | 万元大奖寻牛股!厉害了,我的话题哥! | 5 | 2018-05-14 14:57:56 | 没干货不废话 | 公司及行业分析干货的集合处,球友们有好的公司及行业分析可以直接@没干货不废话,我会转发分享给更多朋友 | 西藏 | 城市/地区 | 2566 | 164935 | {
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15 | 15 | 2018-05-02 05:31:06 | 1512011422000 | 转发 | 6 | 2018-05-14 15:13:07 | 私募工场 | 阳光私募的互动式展示平台、私募团队的社交化服务基地。 \n如何加入私募工场,请猛戳:http://xueqiu.com/1777865136/60652806。咨询电话:010-61840618。 | 北京 | 城市/地区 | 345 | 28956 | {
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892 | 15 | 2018-05-02 05:31:06 | 1512011422000 | 转发 | 6 | 2018-05-14 15:13:07 | 私募工场 | 阳光私募的互动式展示平台、私募团队的社交化服务基地。 \n如何加入私募工场,请猛戳:http://xueqiu.com/1777865136/60652806。咨询电话:010-61840618。 | 北京 | 城市/地区 | 345 | 28956 | {
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