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浪花一朵朵呢
10-27
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
10-20
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
10-20
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
10-13
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
10-13
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
09-30
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
09-24
$小米集团ADR(XIACY)$
浪花一朵朵呢
09-15
$小米集团ADR(XIACY)$
浪花一朵朵呢
09-08
$小米集团ADR(XIACY)$
浪花一朵朵呢
09-02
$小米集团ADR(XIACY)$
浪花一朵朵呢
08-25
$小米集团ADR(XIACY)$
浪花一朵朵呢
08-18
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
08-11
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
07-29
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
07-21
$CRCL 20260116 140.0 PUT$
浪花一朵朵呢
07-17
$英伟达(NVDA)$
浪花一朵朵呢
07-17
[暗中观察]
浪花一朵朵呢
07-14
$英伟达(NVDA)$
浪花一朵朵呢
07-07
$英伟达(NVDA)$
😎
浪花一朵朵呢
07-06
$英伟达(NVDA)$
👀
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$阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/ef79db0cd7025bb5589ba1f8b5aed4e6","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629836510","isVote":1,"tweetType":2,"object":{"id":"8407302b5cb8447487960ab2d023f6a9","tweetId":"629836510","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/e032cee0243791576922868327/BeFvwO3hNjgA.mp4","poster":"https://static.tigerbbs.com/ef79db0cd7025bb5589ba1f8b5aed4e6"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668582998,"gmtCreate":1664940508519,"gmtModify":1676537533275,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"浪花一朵朵呢","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564367031412187","idStr":"3564367031412187"},"themes":[],"htmlText":"👀","listText":"👀","text":"👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/668582998","repostId":"661416943","repostType":1,"repost":{"id":661416943,"gmtCreate":1664181812586,"gmtModify":1676537404666,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494295154959832","idStr":"3494295154959832"},"themes":[],"title":"微波消融醫療器械提供商百德醫療 迎年均增速33%的行業性機遇","htmlText":"微波消融醫療器械龍頭企業百德醫療,即將完成IPO最後衝刺。2022年9月22日,百德醫療(6678.HK)公告稱公司在香港資本市場開啓招股環節,保薦機構爲中泰國際融資、中銀國際亞洲。公司此次IPO預計發行2.48億股,其中香港公開發售2480萬股,國際發售2.23億股,超額配售最多爲3720萬股(如有)。發行價格區間爲每股1.40至1.72港元。預計上市日期爲2022年10月5日,每手2000股。募集資金中41%將用作擴大及深化公司的產品組合、升級公司的醫療許可證及擴充研發團隊;38%將用作選擇性尋求能夠補充公司的現有產品組合、銷售及分銷網絡、技術,併爲公司的業務增長創造協同效應的策略收購、投資或業務協同合作機會;8%將用作透過設立海外辦事處;3%將用於購買自動化機械及設備以提高公司的生產線的自動化水平;10%將用作額外營運資金及其他一般公司用途。目前看來,作爲國內市場上首家有甲狀腺3類證企業,公司已成爲微波消融醫療器械領先供應商之一,按2021年微波消融針的銷售收入及銷量計,更是中國治療甲狀腺結節及乳腺結節的微波消融醫療器械第一大龍頭,規模、技術優勢背景下公司近年來業績不斷增長。未來,隨着行業規模高速增長以及公司與機構合作的研發模式保證產品線穩定擴張,百德醫療有望持續展現高增長態勢。深耕微波消融 成就領域大龍頭地位十餘年專注,百德醫療已經成爲行業的龍頭型企業。微波消融是一種微創治療技術,利用微波能量產生的極高熱量改變腫瘤細胞蛋白質的性質,並使其凝結。微波消融治療已應用於不同的良性及惡性腫瘤並具有安全、微創、操作簡便、患者恢復快及併發症低等優點。部分類型的良性腫瘤可能通過稱爲癌症進展的過程轉變爲惡性腫瘤。根據弗若斯特沙利文資料,肺結節、甲狀腺結節及乳腺結節患者的癌症進展率分別爲5.5%、5.0%和7.0%。微波消融治療可以通過抑制良性腫瘤發展爲惡性腫瘤來阻止癌症進展。成立於","listText":"微波消融醫療器械龍頭企業百德醫療,即將完成IPO最後衝刺。2022年9月22日,百德醫療(6678.HK)公告稱公司在香港資本市場開啓招股環節,保薦機構爲中泰國際融資、中銀國際亞洲。公司此次IPO預計發行2.48億股,其中香港公開發售2480萬股,國際發售2.23億股,超額配售最多爲3720萬股(如有)。發行價格區間爲每股1.40至1.72港元。預計上市日期爲2022年10月5日,每手2000股。募集資金中41%將用作擴大及深化公司的產品組合、升級公司的醫療許可證及擴充研發團隊;38%將用作選擇性尋求能夠補充公司的現有產品組合、銷售及分銷網絡、技術,併爲公司的業務增長創造協同效應的策略收購、投資或業務協同合作機會;8%將用作透過設立海外辦事處;3%將用於購買自動化機械及設備以提高公司的生產線的自動化水平;10%將用作額外營運資金及其他一般公司用途。目前看來,作爲國內市場上首家有甲狀腺3類證企業,公司已成爲微波消融醫療器械領先供應商之一,按2021年微波消融針的銷售收入及銷量計,更是中國治療甲狀腺結節及乳腺結節的微波消融醫療器械第一大龍頭,規模、技術優勢背景下公司近年來業績不斷增長。未來,隨着行業規模高速增長以及公司與機構合作的研發模式保證產品線穩定擴張,百德醫療有望持續展現高增長態勢。深耕微波消融 成就領域大龍頭地位十餘年專注,百德醫療已經成爲行業的龍頭型企業。微波消融是一種微創治療技術,利用微波能量產生的極高熱量改變腫瘤細胞蛋白質的性質,並使其凝結。微波消融治療已應用於不同的良性及惡性腫瘤並具有安全、微創、操作簡便、患者恢復快及併發症低等優點。部分類型的良性腫瘤可能通過稱爲癌症進展的過程轉變爲惡性腫瘤。根據弗若斯特沙利文資料,肺結節、甲狀腺結節及乳腺結節患者的癌症進展率分別爲5.5%、5.0%和7.0%。微波消融治療可以通過抑制良性腫瘤發展爲惡性腫瘤來阻止癌症進展。成立於","text":"微波消融醫療器械龍頭企業百德醫療,即將完成IPO最後衝刺。2022年9月22日,百德醫療(6678.HK)公告稱公司在香港資本市場開啓招股環節,保薦機構爲中泰國際融資、中銀國際亞洲。公司此次IPO預計發行2.48億股,其中香港公開發售2480萬股,國際發售2.23億股,超額配售最多爲3720萬股(如有)。發行價格區間爲每股1.40至1.72港元。預計上市日期爲2022年10月5日,每手2000股。募集資金中41%將用作擴大及深化公司的產品組合、升級公司的醫療許可證及擴充研發團隊;38%將用作選擇性尋求能夠補充公司的現有產品組合、銷售及分銷網絡、技術,併爲公司的業務增長創造協同效應的策略收購、投資或業務協同合作機會;8%將用作透過設立海外辦事處;3%將用於購買自動化機械及設備以提高公司的生產線的自動化水平;10%將用作額外營運資金及其他一般公司用途。目前看來,作爲國內市場上首家有甲狀腺3類證企業,公司已成爲微波消融醫療器械領先供應商之一,按2021年微波消融針的銷售收入及銷量計,更是中國治療甲狀腺結節及乳腺結節的微波消融醫療器械第一大龍頭,規模、技術優勢背景下公司近年來業績不斷增長。未來,隨着行業規模高速增長以及公司與機構合作的研發模式保證產品線穩定擴張,百德醫療有望持續展現高增長態勢。深耕微波消融 成就領域大龍頭地位十餘年專注,百德醫療已經成爲行業的龍頭型企業。微波消融是一種微創治療技術,利用微波能量產生的極高熱量改變腫瘤細胞蛋白質的性質,並使其凝結。微波消融治療已應用於不同的良性及惡性腫瘤並具有安全、微創、操作簡便、患者恢復快及併發症低等優點。部分類型的良性腫瘤可能通過稱爲癌症進展的過程轉變爲惡性腫瘤。根據弗若斯特沙利文資料,肺結節、甲狀腺結節及乳腺結節患者的癌症進展率分別爲5.5%、5.0%和7.0%。微波消融治療可以通過抑制良性腫瘤發展爲惡性腫瘤來阻止癌症進展。成立於","images":[{"img":"https://static.tigerbbs.com/ddf6f87a35f64a9154479fcab2f44543","width":"599","height":"262"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661416943","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668586763,"gmtCreate":1664940419357,"gmtModify":1676537533251,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"浪花一朵朵呢","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564367031412187","idStr":"3564367031412187"},"themes":[],"htmlText":"👀","listText":"👀","text":"👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/668586763","repostId":"661404766","repostType":1,"repost":{"id":661404766,"gmtCreate":1664170163360,"gmtModify":1676537402269,"author":{"id":"3571022576952581","authorId":"3571022576952581","name":"巨潮WAVE","avatar":"https://static.tigerbbs.com/d67b6065b24f20824dfb1a8d9da8c584","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571022576952581","idStr":"3571022576952581"},"themes":[],"title":"“民間股神”也翻車了?","htmlText":"文 | 楊旭然林園說過很多相當勁爆甚至可以稱之爲驚悚的話,包括但不限於: “我比馬雲更有錢,我家司機身家2億,保姆身家8億” “要是你怕高,那你一定是苦命人,膽子要放大,高了還有更高” “我炒股和99%的人不一樣,因爲我幾乎從不看大盤,甚至連K線圖都看不懂,也不看報表,更不太關心宏觀經濟。” 總之,這位“民間股神”總是能夠講出一些令人過耳不忘的狂言妄語。如果是第一次聽他講話的人,可能會思考一下這個人是否是瘋掉了。但林園本身是中國證券市場裏不折不扣的活化石,其傳奇程度不遜於任何一位功成名就的江湖大佬。以市場傳聞來看,其早期經歷近乎神蹟。專業學醫,1990年拿着8000元入市,重倉深發展短短几個月之內賺了12萬元,之後大量收購原始股,到1993年賺到千萬級財富。此後重倉長虹和深發展賺9倍多,並且在2100點高位時清倉退出股市。2003年,林園開始重倉茅臺和五糧液,這讓他在3年之後實現了20億園的資產。不論這些傳聞是真是假,傳奇的從業經歷和有數據可考的漂亮成績,都讓他獲得了投資者的長期信任。甚至可以說,他是中國私募界長期穩健盈利的標杆,幾乎無人質疑。直到這兩年。01 生涯“污點” 2021年上半年對於林園來說是個“有問題”的時期。 林園正在經歷其職業生涯以來最大的“證僞”時刻之一。當然這個證僞是打引號的。因爲在林園各類產品優秀的歷史表現面前,即便是最激烈的批評者也只能強調金龍魚這個失敗的投資個案,以及2021年以來的較大規模回撤這件事。這兩件事也確實可以稱得上是林園成功投資生涯的“污點”。來源:私募排排網金龍魚是其近幾年大力推崇的一家公司。在上市之初就積極參與,並對外明確表達過對這家企業價值的認可。所有公開數據都忠實記錄着林園的這次滑鐵盧。2020年12月底之前,林園旗下兩隻基金(12號和158號)進入到金龍魚10大股東名列;到2021年1季報,158號基金小幅加","listText":"文 | 楊旭然林園說過很多相當勁爆甚至可以稱之爲驚悚的話,包括但不限於: “我比馬雲更有錢,我家司機身家2億,保姆身家8億” “要是你怕高,那你一定是苦命人,膽子要放大,高了還有更高” “我炒股和99%的人不一樣,因爲我幾乎從不看大盤,甚至連K線圖都看不懂,也不看報表,更不太關心宏觀經濟。” 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