kenny99 personal page - To The Moon

kenny99

kenny99

No personal profile

285Follow

19Followers

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2021-05-02

Good

Sorry, the original content has been removed

2021-05-03

Wow wow wow

2021-07-25

$Naked Brand Group Inc(NAKD)$。。。。。。。

2021-07-21

$UTime Limited(UTME)$。。。。。。。。。

2021-07-18

。。。。。。。。

2021-07-15

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2021-07-12

。。…。。

2021-05-24

Up up up

2021-05-13

Good good good

Cathie Wood Piles Up Palantir For Third Day In A Row, Adding $39M Worth Of Shares

2021-05-04

Wowow

2021-04-11

???

Sorry, the original content has been removed

2021-03-28

Go GO go

Alphabet could hit new all-time high by mid-April, chart analyst says

2021-07-30

。。。。。。。。。。。。。。

2021-07-11

$UTime Limited(UTME)$..........

2021-07-09

$Naked Brand Group Inc(NAKD)$。。。。。。

2021-05-31

Good.....

近年来最高中签机会来了！明日申购别错过

2021-05-13

???

2021-05-11

???

2021-05-09

Good good good

从资本开支看，哪些行业提升空间仍大？

2021-05-05

$Facebook(FB)$up up ul

Go to Tiger App to see more news

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23:19","market":"other","language":"zh","title":"部分WSB概念股下行，AMC院线跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146756294","media":"老虎资讯综合","summary":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","content":"<p>6月16日，部分WSB概念股下行，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>部分WSB概念股下行，AMC院线跌超10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n部分WSB概念股下行，AMC院线跌超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-16 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月16日，部分WSB概念股下行，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146756294","content_text":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110004028,"gmtCreate":1622414960564,"gmtModify":1704183849856,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"Good.....","listText":"Good.....","text":"Good.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110004028","repostId":"1138416708","repostType":4,"repost":{"id":"1138416708","kind":"news","pubTimestamp":1622372818,"share":"https://ttm.financial/m/news/1138416708?lang=&edition=fundamental","pubTime":"2021-05-30 19:06","market":"sh","language":"zh","title":"近年来最高中签机会来了！明日申购别错过","url":"https://stock-news.laohu8.com/highlight/detail?id=1138416708","media":"上海证券报","summary":"据目前安排，若无变化，未来一周（5月31日至6月4日）将有9只新股可申购，包括科创板新股4只，以及2只创业板新股、3只沪市主板新股。\n其中，计划周一申购的三峡能源，网上申购上限高达257.1万股，即顶","content":"<div>\n<p>据目前安排，若无变化，未来一周（5月31日至6月4日）将有9只新股可申购，包括科创板新股4只，以及2只创业板新股、3只沪市主板新股。\n其中，计划周一申购的三峡能源，网上申购上限高达257.1万股，即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行（网上申购上限1000万股）后，三峡能源的申购上限位列所有新股之首。一般网上申购上限越高，则新股中签率也越高，中签机会越大。因此，三峡能源...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg\">Web Link</a>\n\n</div>\n","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>近年来最高中签机会来了！明日申购别错过</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n近年来最高中签机会来了！明日申购别错过\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-30 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据目前安排，若无变化，未来一周（5月31日至6月4日）将有9只新股可申购，包括科创板新股4只，以及2只创业板新股、3只沪市主板新股。\n其中，计划周一申购的三峡能源，网上申购上限高达257.1万股，即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行（网上申购上限1000万股）后，三峡能源的申购上限位列所有新股之首。一般网上申购上限越高，则新股中签率也越高，中签机会越大。因此，三峡能源...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138416708","content_text":"据目前安排，若无变化，未来一周（5月31日至6月4日）将有9只新股可申购，包括科创板新股4只，以及2只创业板新股、3只沪市主板新股。\n其中，计划周一申购的三峡能源，网上申购上限高达257.1万股，即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行（网上申购上限1000万股）后，三峡能源的申购上限位列所有新股之首。一般网上申购上限越高，则新股中签率也越高，中签机会越大。因此，三峡能源有望为参与打新的投资者创造近年来的最高中签机会！\n在下周的新股中，还有4只仅需不到10万元市值便可顶格打新，它们分别是绿田机械、博力威、科汇股份、爱威科技。\n下周新股情况表：\n\n数据来源：Wind\n三峡能源中签机会大\n下周新股中，最值得关注的是周一申购的三峡能源，公司主营业务为风能、太阳能的开发、投资和运营，属于近期市场热度较高的清洁能源板块。\n招股书显示，截至2020年9月30日，公司控股的发电项目装机容量为1189.8万千瓦，业务覆盖全国30个省、自治区、直辖市。公司总资产已超过1500亿元（今年一季报），可谓是清洁能源领域的巨无霸。\n一般而言，网上申购上限越高，新股中签率也越高。三峡能源的申购上限高达257.1万股，是2016年新股发行制度改革以来网上申购数量上限最高的新股。因此，三峡能源将成为近几年最容易中签的新股。\n\n2020年以来网上发行申购上限较高的新股（数据来源：东方财富Choice数据）\n东方财富Choice数据显示，截至今年5月29日，自2020年以来发行的新股中，共有27只新股的网上申购上限超过5万股，这些股票网上申购的平均中签率达0.15%，而2020以来所有新股整体的平均中签率仅0.03%。\n即使按0.15%的平均中签率推算，三峡能源顶格申购（2571个号）后的中签概率将达385.65%。也就是申购股数约为顶格申购的四分之一时，就基本可以中签。但考虑到三峡能源的实际中签率或许将明显高于0.15%，因此确保中签的实际申购股数可能比上述预测数还要低不少。\n来源：三峡能源招股书\n招股书显示，三峡能源2017年至2020年（1-9月）的营业收入分别为67.81亿元、73.83亿元、89.57亿元和80.98亿元，营业收入呈上升趋势。上述报告期内，三峡能源的净利润分别为25.59亿元、28.28亿元、30.51亿元、30.22亿元，亦呈上升之势。\n从三峡能源的业务结构看，报告期内，公司的业务结构较为稳定。其中，风力发电是公司的主要营收来源，占比在60%以上，光伏发电是第二大业务， 2020年前三季度，这块业务的占比持续提升，接近38%。\n国信证券发布研报称，三峡能源是我国“碳中和”赛道的领先企业，拥有丰富的风光资源和雄厚的资本支持。公司战略清晰积极、管理体系成熟、新能源业务布局优良，在开发市场具有显著的竞争优势，是三峡集团除水电业务外的第二成长曲线的主要载体。目前，新能源发电行业正处于平价高速发展阶段，在碳中和引领下具有30年持续增长的确定性前景，首次覆盖给予“买入” 评级。\n电动自行车龙头企业将上市\n此外，周四申购的爱玛科技是电动自行车龙头企业。公司通过对“爱玛”品牌的塑造与推广、供应链的整合以及营销网络的管理，在全国建立了较为系统全面的营销网络。\n招股书显示，公司2018年、2019年和2020年净利润分别为4.28亿元、5.22亿元和5.99亿元。\n自成立以来，爱玛电动车以高质量、时尚的品牌形象深入人心。行业竞争者除雅迪控股外，其余均与公司实力差距较大。截至2020年末，公司共有经销商超过2000家。\n新股一览\n周一\n三峡能源：\n公司的主营业务为风能、太阳能的开发、投资和运营。近年来积极发展陆上风电、光伏发电，大力开发海上风电，稳健发展中小水电业务，探索推进光热、增量配网、燃气分布式能源、风电制氢等新业务。\n绿田机械：\n公司主营业务为通用动力机械产品（主要包括发电机组、水泵机组、发动机）和高压清洗机的研发、生产和销售。\n周二\n博力威：\n公司是一家以锂离子电池研发、制造和销售为基础的高科技企业，是“中国锂电池出口前20强企业”和“中国电池百强企业”。\n周三\n科汇股份：\n公司致力于电气自动化新技术、工业物联网技术的研发与产业化，主营产品分为智能电网故障监测与自动化、开关磁阻电机驱动系统等两大板块。\n德迈仕：\n公司是一家以研发、生产和销售精密轴及精密切削件为主业的高新科技企业。公司主要产品为汽车视窗系统、汽车动力系统和汽车车身及底盘系统等汽车精密零部件。\n周四\n爱威科技：\n公司是一家主业为医疗临床检验分析仪器及配套体外诊断试剂、医用耗材的研发、生产、销售和服务一体化的高新技术企业。\n东威科技：\n公司主要从事高端精密电镀设备及其配套设备的研发、设计、生产及销售，主要产品包括应用于 PCB 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good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191661678","repostId":"1119636613","repostType":2,"repost":{"id":"1119636613","kind":"news","pubTimestamp":1620873311,"share":"https://ttm.financial/m/news/1119636613?lang=&edition=fundamental","pubTime":"2021-05-13 10:35","market":"us","language":"en","title":"Cathie Wood Piles Up Palantir For Third Day In A Row, Adding $39M Worth Of Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1119636613","media":"benzinga","summary":"Cathie Wood-led Ark Investment Management on Wednesday snapped up 2.07 million shares, worth about $","content":"<p>Cathie Wood-led Ark Investment Management on Wednesday snapped up 2.07&nbsp;million shares, worth about $39 million, in&nbsp;<b>PalantirTechnologies Inc</b>,&nbsp;on a day the stock reversed the earnings-driven gains of the previous session.</p><p>Shares of software and analytics tool-making company traded sharply lower on Wednesday, closing 6.53% lower at $18.89 and were further down 0.6% in extended hours. PLTR shares had&nbsp;jumped over 9% on Tuesday after reporting an&nbsp;earnings beat.</p><p>The trades were made through<b>Ark Innovation ETF</b>&nbsp;. Ark holds Palantir via two funds, ARKK and the&nbsp;<b>ARK Next Generation Internet ETF</b>, which together held 25.23 million shares, worth about $510 million, ahead of Wednesday’s trade.</p><p>Wednesday was third straight where Arkadded Palantir to its portfolio.</p><p>Other Ark Buys On Wednesday:</p><ul><li><b>Coinbase Global Inc</b>&nbsp;</li><li><b>Zymergen Inc</b>&nbsp;</li><li><b>Signify Health Inc</b>&nbsp;</li><li><b>Repare Therapeutics Inc</b>&nbsp;</li><li><b>Recursion Pharmaceuticals Inc</b>&nbsp;</li><li><b>908 Devices Inc</b>&nbsp;</li><li><b>Uipath Inc</b>&nbsp;</li><li><b>Ionis Pharmaceuticals Inc</b>&nbsp;</li><li><b>CM Life Sciences II Inc</b>&nbsp;</li><li><b>Adaptive Biotechnologies Corp</b>&nbsp;</li><li><b>Codexis Inc</b>&nbsp;</li><li><b>Berkeley Lights Inc</b>&nbsp;</li><li><b>Butterfly Network Inc</b>&nbsp;</li><li><b>Skillz Inc</b>&nbsp;</li><li><b>TuSimple Holdings</b>&nbsp;</li><li><b>Twilio Inc</b>&nbsp;</li><li><b>Unity Software Inc</b>&nbsp;</li><li><b>Zillow Group Inc Class A</b>&nbsp;</li><li><b>Zoom Video Communications Inc</b>&nbsp;</li><li><b>DraftKings Inc</b>&nbsp;</li><li><b>Exact Sciences Corporation</b>&nbsp;</li><li><b>Roku Inc</b>&nbsp;</li><li><b>Kratos Defense &amp; Security Solutions Inc</b>&nbsp;</li><li><b>Iridium Communications Inc</b>&nbsp;</li><li><b>The 3D Printing ETF</b>&nbsp;</li></ul><p>Other Ark Sells On Wednesday:</p><ul><li><b>Yeahka Ltd</b>&nbsp;</li><li><b>Silvergate Capital Corp</b>&nbsp;</li><li><b>Thermo Fisher Scientific Inc</b>&nbsp;</li><li><b>Syros Pharmaceuticals Inc</b>&nbsp;</li><li><b>Takeda Pharmaceutical Co Ltd</b>&nbsp;</li><li><b>Sarepta Therapeutics Inc</b>&nbsp;</li><li><b>Roche Holding Ag</b>&nbsp;</li><li><b>Pluristem Therapeutics Inc</b>&nbsp;</li><li><b>Regeneron Pharmaceuticals Inc</b>&nbsp;</li><li><b>Phreesia Inc</b>&nbsp;</li><li><b>Novartis Ag</b>&nbsp;</li><li><b>KE Holdings</b>&nbsp;</li><li><b>Baidu Inc</b>&nbsp;</li><li><b>Lendingtree Inc</b>&nbsp;</li><li><b>Synopsys Inc</b>&nbsp;</li><li><b>Huya Inc</b>&nbsp;</li><li><b>Intercontinental Exchange Inc</b>&nbsp;</li><li><b>Pure Storage Inc</b>&nbsp;</li><li><b>Workhorse Group Inc</b>&nbsp;</li><li><b>Alphabet Inc</b>&nbsp;</li></ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Piles Up Palantir For Third Day In A Row, Adding $39M Worth Of Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Piles Up Palantir For Third Day In A Row, Adding $39M Worth Of Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-13 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/penny-stocks/21/05/21097552/cathie-wood-piles-up-palantir-for-third-day-in-a-row-adding-39m-worth-of-shares><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Wednesday snapped up 2.07 million shares, worth about $39 million, in PalantirTechnologies Inc, on a day the stock reversed the earnings-driven gains of ...</p>\n\n<a href=\"https://www.benzinga.com/markets/penny-stocks/21/05/21097552/cathie-wood-piles-up-palantir-for-third-day-in-a-row-adding-39m-worth-of-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/markets/penny-stocks/21/05/21097552/cathie-wood-piles-up-palantir-for-third-day-in-a-row-adding-39m-worth-of-shares","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119636613","content_text":"Cathie Wood-led Ark Investment Management on Wednesday snapped up 2.07 million shares, worth about $39 million, in PalantirTechnologies Inc, on a day the stock reversed the earnings-driven gains of the previous session.Shares of software and analytics tool-making company traded sharply lower on Wednesday, closing 6.53% lower at $18.89 and were further down 0.6% in extended hours. PLTR shares had jumped over 9% on Tuesday after reporting an earnings beat.The trades were made throughArk Innovation ETF . Ark holds Palantir via two funds, ARKK and the ARK Next Generation Internet ETF, which together held 25.23 million shares, worth about $510 million, ahead of Wednesday’s trade.Wednesday was third straight where Arkadded Palantir to its portfolio.Other Ark Buys On Wednesday:Coinbase Global Inc Zymergen Inc Signify Health Inc Repare Therapeutics Inc Recursion Pharmaceuticals Inc 908 Devices Inc Uipath Inc Ionis Pharmaceuticals Inc CM Life Sciences II Inc Adaptive Biotechnologies Corp Codexis Inc Berkeley Lights Inc Butterfly Network Inc Skillz Inc TuSimple Holdings Twilio Inc Unity Software Inc Zillow Group Inc Class A Zoom Video Communications Inc DraftKings Inc Exact Sciences Corporation Roku Inc Kratos Defense & Security Solutions Inc Iridium Communications Inc The 3D Printing ETF Other Ark Sells On Wednesday:Yeahka Ltd Silvergate Capital Corp Thermo Fisher Scientific Inc Syros Pharmaceuticals Inc Takeda Pharmaceutical Co Ltd Sarepta Therapeutics Inc Roche Holding Ag Pluristem Therapeutics Inc Regeneron Pharmaceuticals Inc Phreesia Inc Novartis Ag KE Holdings Baidu Inc Lendingtree Inc Synopsys Inc Huya Inc Intercontinental Exchange Inc Pure Storage Inc Workhorse Group Inc Alphabet Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106908691,"gmtCreate":1620082255813,"gmtModify":1704338223517,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"Wowow","listText":"Wowow","text":"Wowow","images":[{"img":"https://static.tigerbbs.com/32db7a7d7cadea70b7446c363a741345","width":"1080","height":"2007"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106908691","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342042773,"gmtCreate":1618138412492,"gmtModify":1704706916557,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342042773","repostId":"2126030629","repostType":2,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352869232,"gmtCreate":1616929522726,"gmtModify":1704800031665,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"Go GO go","listText":"Go GO go","text":"Go GO go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/352869232","repostId":"1122701391","repostType":4,"repost":{"id":"1122701391","kind":"news","pubTimestamp":1616766479,"share":"https://ttm.financial/m/news/1122701391?lang=&edition=fundamental","pubTime":"2021-03-26 21:47","market":"us","language":"en","title":"Alphabet could hit new all-time high by mid-April, chart analyst says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122701391","media":"cnbc","summary":"Alphabet’s run is nowhere near tapped out, two market analysts told CNBC’s “Trading Nation.”\nShares ","content":"<div>\n<p>Alphabet’s run is nowhere near tapped out, two market analysts told CNBC’s “Trading Nation.”\nShares of the Google parent weremarginally higher on Friday, a day after CEO Sundar Pichai participated in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/26/alphabet-could-hit-new-all-time-high-by-mid-april-chart-analyst-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet could hit new all-time high by mid-April, chart analyst says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet could hit new all-time high by mid-April, chart analyst says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 21:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/26/alphabet-could-hit-new-all-time-high-by-mid-april-chart-analyst-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet’s run is nowhere near tapped out, two market analysts told CNBC’s “Trading Nation.”\nShares of the Google parent weremarginally higher on Friday, a day after CEO Sundar Pichai participated in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/26/alphabet-could-hit-new-all-time-high-by-mid-april-chart-analyst-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/03/26/alphabet-could-hit-new-all-time-high-by-mid-april-chart-analyst-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1122701391","content_text":"Alphabet’s run is nowhere near tapped out, two market analysts told CNBC’s “Trading Nation.”\nShares of the Google parent weremarginally higher on Friday, a day after CEO Sundar Pichai participated in a lengthy congressional hearing on misinformation alongside the CEOs of Facebook and Twitter.\nIn the hearing, Pichai testified that Alphabet aims “to have transparent policies and enforce them without regard to politics or point of view,” and that its “ability to provide a range of information and viewpoints while also being able to remove misinformation is possibly only because of legal frameworks like Section 230,” which protects platforms from liability for users’ posts and leaves content moderation up to them.\nAlso on Thursday, Morgan Stanley upped its price target on the stock to $2,350, which implies 15% upside from Friday morning’s $2,036 and would mark a new all-time high.\nAlphabet’s technical chart seems to support further upside, Newton Advisors founder and President Mark Newton told CNBC on Thursday.\n“I like Alphabet as being the preeminent stock in the FANG group and one to still favor for the weeks and the months to come,” Newton said, referring to the popular acronym used for Facebook, Amazon, Netflix and Google’s parent Alphabet.\n\n“It’s tough to find much fault with the stock,” he said. “It’s been in a very linear uptrend and still shows hardly any deterioration despite all these outflows out of technology in the past couple months, so, it’s held up remarkably well.”\nDespite some possible near-term pressure from regulatory crackdowns, Newton expects Alphabet to breach its early February all-time highs in due time.\nThat move “should cause it to accelerate and get up toward $2,300 into the middle of April,” he said.\n“Technology is going to come under increasing pressure from both the left and the right in the months to come,” Newton said. “If Google gets under right near $1,770, it’s a buy. I would use any kind of weakness to still own the name and think it moves higher.”\nAlphabet found another fan in Nancy Tengler, chief investment officer of Laffer Tengler Investments.\nNot only has search activity returned to pre-Covid levels, with 10-15% of paid searches now related to travel, but earnings, sales and free cash flow are all expected to grow between 19-24%, Tengler said.\n“That gives the company a lot of levers to pull in terms of stock buybacks and ... maybe one day, let’s hope, the dividend,” Tengler said.\n“On our valuation work, which is relevant price-to-sales ratio, the stock is attractive. The fundamentals are improving. The cloud business is growing,” she said.\n\n“We own it and we like it a lot. Some of this is reflected in the price — it’s up 82% on a trailing one-year basis — so, we’re hedging our FANG pick with Google and with Amazon, which has done nothing for the last six months.”\nInvestors should also be “mindful” of Alphabet’s run-ins with Congress, Tengler said.\n“It’s difficult for me to see how Congress is going to solve this problem,” she said. “Each company is different. Their response to the hearing and the testimony is very different. I think you watch and you stay mindful, but we’ve already seen a preview in Europe and this company has plenty of cash to solve these potential problems.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806299603,"gmtCreate":1627656216902,"gmtModify":1703494289539,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"。。。。。。。。。。。。。。","listText":"。。。。。。。。。。。。。。","text":"。。。。。。。。。。。。。。","images":[{"img":"https://static.tigerbbs.com/d680d0eaeae3dc0ab64a3109e34f2e1a","width":"1080","height":"2719"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806299603","isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148860588,"gmtCreate":1625967406244,"gmtModify":1703751292072,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UTME\">$UTime Limited(UTME)$</a>..........","listText":"<a href=\"https://laohu8.com/S/UTME\">$UTime Limited(UTME)$</a>..........","text":"$UTime Limited(UTME)$..........","images":[{"img":"https://static.tigerbbs.com/ca4681dab07af2ad5950bb9b7d8f82b7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148860588","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143132059,"gmtCreate":1625778892371,"gmtModify":1703748251738,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>。。。。。。","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>。。。。。。","text":"$Naked Brand Group Inc(NAKD)$。。。。。。","images":[{"img":"https://static.tigerbbs.com/8f6c41151c26d71b907dbbd5dd0a20c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143132059","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":110004028,"gmtCreate":1622414960564,"gmtModify":1704183849856,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"Good.....","listText":"Good.....","text":"Good.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110004028","repostId":"1138416708","repostType":4,"repost":{"id":"1138416708","kind":"news","pubTimestamp":1622372818,"share":"https://ttm.financial/m/news/1138416708?lang=&edition=fundamental","pubTime":"2021-05-30 19:06","market":"sh","language":"zh","title":"近年来最高中签机会来了！明日申购别错过","url":"https://stock-news.laohu8.com/highlight/detail?id=1138416708","media":"上海证券报","summary":"据目前安排，若无变化，未来一周（5月31日至6月4日）将有9只新股可申购，包括科创板新股4只，以及2只创业板新股、3只沪市主板新股。\n其中，计划周一申购的三峡能源，网上申购上限高达257.1万股，即顶","content":"<div>\n<p>据目前安排，若无变化，未来一周（5月31日至6月4日）将有9只新股可申购，包括科创板新股4只，以及2只创业板新股、3只沪市主板新股。\n其中，计划周一申购的三峡能源，网上申购上限高达257.1万股，即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行（网上申购上限1000万股）后，三峡能源的申购上限位列所有新股之首。一般网上申购上限越高，则新股中签率也越高，中签机会越大。因此，三峡能源...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg\">Web Link</a>\n\n</div>\n","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>近年来最高中签机会来了！明日申购别错过</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n近年来最高中签机会来了！明日申购别错过\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-30 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据目前安排，若无变化，未来一周（5月31日至6月4日）将有9只新股可申购，包括科创板新股4只，以及2只创业板新股、3只沪市主板新股。\n其中，计划周一申购的三峡能源，网上申购上限高达257.1万股，即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行（网上申购上限1000万股）后，三峡能源的申购上限位列所有新股之首。一般网上申购上限越高，则新股中签率也越高，中签机会越大。因此，三峡能源...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138416708","content_text":"据目前安排，若无变化，未来一周（5月31日至6月4日）将有9只新股可申购，包括科创板新股4只，以及2只创业板新股、3只沪市主板新股。\n其中，计划周一申购的三峡能源，网上申购上限高达257.1万股，即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行（网上申购上限1000万股）后，三峡能源的申购上限位列所有新股之首。一般网上申购上限越高，则新股中签率也越高，中签机会越大。因此，三峡能源有望为参与打新的投资者创造近年来的最高中签机会！\n在下周的新股中，还有4只仅需不到10万元市值便可顶格打新，它们分别是绿田机械、博力威、科汇股份、爱威科技。\n下周新股情况表：\n\n数据来源：Wind\n三峡能源中签机会大\n下周新股中，最值得关注的是周一申购的三峡能源，公司主营业务为风能、太阳能的开发、投资和运营，属于近期市场热度较高的清洁能源板块。\n招股书显示，截至2020年9月30日，公司控股的发电项目装机容量为1189.8万千瓦，业务覆盖全国30个省、自治区、直辖市。公司总资产已超过1500亿元（今年一季报），可谓是清洁能源领域的巨无霸。\n一般而言，网上申购上限越高，新股中签率也越高。三峡能源的申购上限高达257.1万股，是2016年新股发行制度改革以来网上申购数量上限最高的新股。因此，三峡能源将成为近几年最容易中签的新股。\n\n2020年以来网上发行申购上限较高的新股（数据来源：东方财富Choice数据）\n东方财富Choice数据显示，截至今年5月29日，自2020年以来发行的新股中，共有27只新股的网上申购上限超过5万股，这些股票网上申购的平均中签率达0.15%，而2020以来所有新股整体的平均中签率仅0.03%。\n即使按0.15%的平均中签率推算，三峡能源顶格申购（2571个号）后的中签概率将达385.65%。也就是申购股数约为顶格申购的四分之一时，就基本可以中签。但考虑到三峡能源的实际中签率或许将明显高于0.15%，因此确保中签的实际申购股数可能比上述预测数还要低不少。\n来源：三峡能源招股书\n招股书显示，三峡能源2017年至2020年（1-9月）的营业收入分别为67.81亿元、73.83亿元、89.57亿元和80.98亿元，营业收入呈上升趋势。上述报告期内，三峡能源的净利润分别为25.59亿元、28.28亿元、30.51亿元、30.22亿元，亦呈上升之势。\n从三峡能源的业务结构看，报告期内，公司的业务结构较为稳定。其中，风力发电是公司的主要营收来源，占比在60%以上，光伏发电是第二大业务， 2020年前三季度，这块业务的占比持续提升，接近38%。\n国信证券发布研报称，三峡能源是我国“碳中和”赛道的领先企业，拥有丰富的风光资源和雄厚的资本支持。公司战略清晰积极、管理体系成熟、新能源业务布局优良，在开发市场具有显著的竞争优势，是三峡集团除水电业务外的第二成长曲线的主要载体。目前，新能源发电行业正处于平价高速发展阶段，在碳中和引领下具有30年持续增长的确定性前景，首次覆盖给予“买入” 评级。\n电动自行车龙头企业将上市\n此外，周四申购的爱玛科技是电动自行车龙头企业。公司通过对“爱玛”品牌的塑造与推广、供应链的整合以及营销网络的管理，在全国建立了较为系统全面的营销网络。\n招股书显示，公司2018年、2019年和2020年净利润分别为4.28亿元、5.22亿元和5.99亿元。\n自成立以来，爱玛电动车以高质量、时尚的品牌形象深入人心。行业竞争者除雅迪控股外，其余均与公司实力差距较大。截至2020年末，公司共有经销商超过2000家。\n新股一览\n周一\n三峡能源：\n公司的主营业务为风能、太阳能的开发、投资和运营。近年来积极发展陆上风电、光伏发电，大力开发海上风电，稳健发展中小水电业务，探索推进光热、增量配网、燃气分布式能源、风电制氢等新业务。\n绿田机械：\n公司主营业务为通用动力机械产品（主要包括发电机组、水泵机组、发动机）和高压清洗机的研发、生产和销售。\n周二\n博力威：\n公司是一家以锂离子电池研发、制造和销售为基础的高科技企业，是“中国锂电池出口前20强企业”和“中国电池百强企业”。\n周三\n科汇股份：\n公司致力于电气自动化新技术、工业物联网技术的研发与产业化，主营产品分为智能电网故障监测与自动化、开关磁阻电机驱动系统等两大板块。\n德迈仕：\n公司是一家以研发、生产和销售精密轴及精密切削件为主业的高新科技企业。公司主要产品为汽车视窗系统、汽车动力系统和汽车车身及底盘系统等汽车精密零部件。\n周四\n爱威科技：\n公司是一家主业为医疗临床检验分析仪器及配套体外诊断试剂、医用耗材的研发、生产、销售和服务一体化的高新技术企业。\n东威科技：\n公司主要从事高端精密电镀设备及其配套设备的研发、设计、生产及销售，主要产品包括应用于 PCB 电镀领域的垂直连续电镀设备、水平式表面处理设备，以及应用于通用五金电镀领域的龙门式电镀设备、滚镀类设备。\n爱玛科技：\n公司主要产品为电动自行车、电动轻便摩托车、电动摩托车。\n周五\n可靠股份：\n公司专注于一次性卫生用品的设计、研发、生产和销售，公司主要产品包括婴儿护理用品、成人失禁用品和宠物卫生用品及医用口罩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191663011,"gmtCreate":1620875295633,"gmtModify":1704349701007,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/30ffb50ad7208f66af9fabadace7bbcf","width":"1080","height":"2800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191663011","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":199367229,"gmtCreate":1620686958961,"gmtModify":1704346578984,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/1a5f7a94dddcb2152f238c02f437d58d","width":"1080","height":"2007"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/199367229","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190078943,"gmtCreate":1620561363382,"gmtModify":1704344985327,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"Good good good","listText":"Good good good","text":"Good good good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190078943","repostId":"1164615477","repostType":4,"repost":{"id":"1164615477","kind":"news","pubTimestamp":1620527868,"share":"https://ttm.financial/m/news/1164615477?lang=&edition=fundamental","pubTime":"2021-05-09 10:37","market":"sh","language":"zh","title":"从资本开支看，哪些行业提升空间仍大？","url":"https://stock-news.laohu8.com/highlight/detail?id=1164615477","media":"熊园观察","summary":"我们在去年底报告《从资本开支看，哪些行业可能加速修复？》中提出，资本开支是经济内生动力的直接反映，也是观察各行业景气程度的重要参考，并从内生动力和疫后恢复情况2大维度、6个指标入手，当时研究发现化工、","content":"<p>我们在去年底报告《从资本开支看，哪些行业可能加速修复？》中提出，资本开支是经济内生动力的直接反映，也是观察各行业景气程度的重要参考，并从内生动力和疫后恢复情况2大维度、6个指标入手，当时研究发现化工、有色、钢铁等行业将加速修复（目前已得到验证）。本文延续此前分析框架，基于最新经济数据、上市公司2020年报和2021年一季报，对各行业资本开支情况作出更新和分析。</p>\n<p><b>核心结论：</b></p>\n<p>1、整体制造业的资本开支仍处于修复进程中，化工、有色、钢铁如期加速修复。</p>\n<p>2、我们认为“盈利涨势强劲、产能利用率高位、库存低位回升、资产负债率低位”的行业，增加投资的内生动力更强。据此看：上游的化工（化学制品、化纤）、有色、黑色（钢铁）等行业的内生动力仍然最强，医药行业也较强；中游和下游的多数行业暂时较弱。</p>\n<p>3、综合看，有色、化工资本开支增速仍处于相对低位，未来提升空间相对更大，需关注环保政策扰动。</p>\n<p><b>报告摘要：</b></p>\n<p><b>一、目前各行业资本开支的修复情况如何？</b></p>\n<p>&gt;整体制造业资本开支仍处于修复进程中。对比2021年Q1与2019年末的增速差：1）从固投看，多数行业2021年Q1复合平均增速仍低于疫情前，<b>化纤</b>、造纸、医药、电气机械、运输设备、<b>有色、黑色</b>等行业增速高于疫情前；2）从资本支出(净额)看，多数行业2021年Q1复合平均增速已高于疫情前，但建材、采掘、汽车、建筑装饰等行业增速仍明显较低。</p>\n<p>&gt;化工、有色、钢铁如期加速修复。对比2021年Q1与2020年Q3的增速差，化工、有色、钢铁三大行业的资本开支均加速上行，验证了我们此前判断。此外，关注四种现象背后的经济含义：1）交运设备、造纸、电气设备的资本开支增速持续提升，反映景气度维持高位；2）医药、电子、汽车的固投和资本支出增速走势背离，可能与无形资产投资增加、集中度提升有关；3）服装和纺织资本开支走势分化，反映疫情受控影响；4）机械、建材的资本开支也有所加速，应是反映了全球资本开支周期回升、建筑业施工加快。</p>\n<p><b>二、目前各行业资本开支的内生动力如何？</b></p>\n<p>延续此前分析框架，制造业投资的内生动力取决于投资意愿和投资能力，进而取决于企业盈利、产能利用率、库存水平、负债率等方面：</p>\n<p>&gt;企业盈利：上游强势、中下游明显承压，反映了PPI-CPI剪刀差持续扩大的影响；上游多数行业和下游的医药、家具、造纸盈利涨势仍强。</p>\n<p>&gt;产能利用率：多数行业小幅回落，可能与季节性因素有关；上中游产能利用率仍处高位，化纤、专用设备、纺织逆势提升。</p>\n<p>&gt;库存水平：上中游多数已在补库，下游维持中位水平震荡；化纤库存水平较低，上游的橡胶、黑色、有色和多数中游行业库存增速已在高位。</p>\n<p>&gt;资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子行业的资产负债率处于低位。</p>\n<p>我们认为盈利涨势强劲、产能利用率高位、库存低位回升、资产负债率低位的行业增加投资的内生动力更强。据此看：上游的化工（化学制品、化纤）、有色、黑色（钢铁）行业增加投资的内生动力仍然最强，医药行业也较强；中游多数行业受制于利润承压、库存高位，下游多数行业受制于利润承压、资产负债率高位，增加投资的内生动力可能暂时较弱。</p>\n<p><b>三、总结论：整体制造业资本开支仍处修复进程，有色、化工提升空间相对更大，环保政策是扰动</b></p>\n<p>综合看，整体制造业资本开支仍处修复进程，化工（化学制品、化纤）、有色、黑色（钢铁）、医药正处加速修复进程、内生动力仍强，其中：黑色（钢铁）、医药资本开支增速已达到近年来高点，未来提升空间可能有限；有色、化工资本开支增速仍处于相对低位，未来提升空间可能相对更大；特别提示，需关注后续环保政策对上游行业资本开支的压制。</p>\n<p><b>风险提示：</b>疫情演化超预期，外部环境恶化超预期，政策收紧超预期。</p>\n<p><b>正文如下：</b></p>\n<p><b>一、目前各行业资本开支实际恢复情况如何？</b></p>\n<p><b>1、整体制造业资本开支仍处于修复进程中</b></p>\n<p><b>用最新一期（2021.3）与2019年末的增速差</b>衡量疫情后资本开支的恢复情况，制造业资本开支整体仍处于修复进程中，恢复正常水平的行业比例提升，但仍有较多行业低于疫情前。具体而言：</p>\n<p>&gt;从固定资产投资看，多数行业2021年Q1较2019年同期复合平均增速仍低于疫情前，其中仅化纤、造纸、食品加工、医药、电气机械、运输设备、有色、黑色增速高于疫情前。</p>\n<p>&gt;从资本支出（净额）增速看，多数行业2021年Q1较2019年同期复合平均增速已经高于疫情前，其中家电、计算机、轻工、电子、交运、医药、电气设备增速较疫情前涨幅明显；机械设备、通信、钢铁、纺服、有色也恢复较好；化工跌幅明显收窄；建材、食品、军工、采掘、汽车、建筑装饰等行业仍明显低于疫情前。</p>\n<p><img src=\"https://static.tigerbbs.com/f677a1b67b6850e725fd194e3b5b0c5f\" tg-width=\"988\" tg-height=\"775\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、化工、有色、钢铁如期加速修复</b></p>\n<p>回顾我们去年年底的判断，即综合各行业资本开支的内生动力和实际恢复情况来看，化工、有色、钢铁等行业将加速修复。截止2021年一季度，化工、有色、钢铁三大行业的资本开支均加速上行，验证了我们此前判断：</p>\n<p>&gt;从固定资产投资增速来看，化纤、有色、化学制品、黑色金属业固投增速较去年Q3分别提升了16、12、10、3个百分点，化工和有色是固投增速升幅最大的几个行业之一；</p>\n<p>&gt;从资本支出（购建固定资产、无形资产和其他长期资产支付的现金）增速来看，钢铁、化工、有色资本支出增速也较去年Q3分别提升了28、18、2个百分点。</p>\n<p>此外，四种现象背后的经济含义值得注意：</p>\n<p>&gt;交运设备、造纸、电气设备行业此前资本开支已经在加速，近期增速多继续提升，显示相关行业景气度持续较高；</p>\n<p>&gt;医药、电子、汽车行业的固投增速和资本支出增速走势分化，其固投增速回落或基本持平，但资本支出增速仍明显提升，其背后可能包括两方面原因：一是三大行业增加了在知识产权等无形资产的投资，如长春高新、比亚迪等公司最近半年的无形资产增速大幅高于固定资产增速；二是可能反映了市场集中度的提升，资本开支向上市企业集中。</p>\n<p>&gt;服装和纺织资本开支增速走势分化，服装业升而纺织业降，反映了疫情受控的影响。</p>\n<p>&gt;机械设备、建材行业资本开支增速也有所加速，可能反映了全球资本开支周期回升以及建筑业施工加快的影响。</p>\n<p><img src=\"https://static.tigerbbs.com/94fece1599ee21320f5129dd83c5ce87\" tg-width=\"987\" tg-height=\"779\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c6d56ee2b1e417249d8f55c853ec9b04\" tg-width=\"682\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/8b8d3a118fa5734dfbfcc2d6fafdd1bf\" tg-width=\"678\" tg-height=\"526\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c4f75a5fda61e9fab922bd391db269a0\" tg-width=\"688\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/b9e694b52ed2f067d9779bdff586df5a\" tg-width=\"690\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></p>\n<p><b>二、那些行业资本开支的内生动力仍强？</b></p>\n<p>延续此前分析框架，制造业投资的内生动力取决于投资意愿和投资能力，进而取决于企业盈利、产能利用率、库存水平、负债率等方面：</p>\n<p><b>1、企业盈利：上游强势、中下游明显承压；上游多数行业和下游的医药、家具、造纸涨势仍强</b></p>\n<p>整体看，多数行业利润增速已超过2019年水平，上游对中下游利润的挤压明显，其中：</p>\n<p><b>&gt;上游原材料业：</b>化学制品、化纤、橡胶塑料、黑色、有色金属冶炼业利润增速升至近年来高位，且涨势仍然强劲；</p>\n<p><b>&gt;中游装备业：</b>增速普遍趋于放缓；</p>\n<p><b>&gt;下游消费品业：</b>医药、家具、造纸涨势仍强。</p>\n<p><img src=\"https://static.tigerbbs.com/6a65e144e779aed537b036b244987eb8\" tg-width=\"981\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、产能利用率：多数行业小幅回落，上中游仍处高位，化纤、专用设备、纺织逆势提升</b></p>\n<p><b>&gt;上游原材料业、中游装备业</b>的多数行业的产能利用率均处于近年来高位，其中化纤、专用设备业逆势提升；</p>\n<p><b>&gt;下游消费品业</b>的产能利用率多数回落，纺织业逆势提升。</p>\n<p><img src=\"https://static.tigerbbs.com/c454e3a1e36ff9793643eaae17991272\" tg-width=\"979\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p><b>3、库存：上中游多数已在补库，库存水平接近高位；下游维持中位水平震荡</b></p>\n<p><b>&gt;上游原材料业</b>多数行业库存增速触底回升，橡胶塑料、黑色、有色等行业库存增速较高，化纤行业库存增速仍处于低位。</p>\n<p><b>&gt;中游装备业</b>多数行业库存增速较高，其中金属制品、专用设备、电气机械、仪器仪表行业持续补库；通用设备、交运设备业高位震荡；</p>\n<p><b>&gt;下游消费品业</b>多数行业库存增速维持中位水平震荡。</p>\n<p><img src=\"https://static.tigerbbs.com/765fdf8ef29b5f7dd8f122c9a28ad0b4\" tg-width=\"989\" tg-height=\"530\" referrerpolicy=\"no-referrer\"></p>\n<p><b>4、资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子处于低位</b></p>\n<p><b>&gt;上游原材料业</b>负债率多数下行，橡胶、非金属矿物处于近年来高位，石油煤炭加工、化学制品、黑色、有色金属业处于历史低位。</p>\n<p><b>&gt;中游装备业</b>的金属制品、通用、专用设备处于近年来高位，交运设备处于低位，电气机械、仪器仪表处于中位水平；</p>\n<p><b>&gt;下游消费品业</b>的医药、电子处于低位，食品制造、纺织、家具、造纸业处于高位。</p>\n<p><img src=\"https://static.tigerbbs.com/24f4e4c43ac91f8668d0fea90f407ec4\" tg-width=\"995\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p>\n<p>综上所述：</p>\n<p><b>1）盈利：</b>上游强势、中下游明显承压；上游多数行业和下游的医药、家具、造纸涨势仍强；</p>\n<p><b>2）产能利用率：</b>多数行业小幅回落，上中游仍处高位；化纤、专用设备、纺织逆势提升；</p>\n<p><b>3）库存：</b>上中游多数已在补库，库存水平接近高位，下游维持中位水平震荡；化纤库存水平较低，上游的橡胶塑料、黑色、有色和多数中游行业库存增速已在高位；</p>\n<p><b>4）资产负债率：</b>上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子业的资产负债率处于低位。</p>\n<p>我们认为盈利涨势强劲、产能利用率处于高位、库存处于低位或在已开始补库、资产负债率处于低位的行业增加投资的内生动力更强。</p>\n<p>据此看：上游的化工（化学制品、化纤）、有色、黑色金属加工业增加投资的内生动力仍然最强，医药行业也较强；而中游行业受制于利润承压、库存高位，下游多数行业受制于利润承压、资产负债率处于高位，增加投资的意愿可能暂时较弱。</p>\n<p>综合来看：</p>\n<p>1、整体制造业资本开支仍处修复进程；</p>\n<p>2、目前内生动力较强的行业包括化工（化纤、化学制品）、有色、黑色金属、医药，这几个行业的资本开支也正处于加速修复过程，其中：黑色、医药资本开支增速已达到近年来高点，未来提升空间可能有限；有色、化工资本开支增速仍处于相对低位，未来可能仍有较大空间。</p>\n<p><b>风险提示:</b></p>\n<p>1、疫情超预期演化：近期印度疫情大幅爆发，如后续病毒发生变异、疫苗效果不及预期，导致全球疫情再度大幅恶化，可能拖累经济复苏和资本开支。</p>\n<p>2、外部环境恶化超预期：如拜登政府对华超预期强硬等，中美摩擦可能进一步恶化，打击企业投资信心。</p>\n<p>3、政策收紧超预期：碳减排目标下，如环保政策超预期收紧，可能抑制企业投资意愿。</p>","source":"lsy1589878828889","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n从资本开支看，哪些行业提升空间仍大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-09 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/YQn_uu2tpmYKiOa8pke4pg><strong>熊园观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>我们在去年底报告《从资本开支看，哪些行业可能加速修复？》中提出，资本开支是经济内生动力的直接反映，也是观察各行业景气程度的重要参考，并从内生动力和疫后恢复情况2大维度、6个指标入手，当时研究发现化工、有色、钢铁等行业将加速修复（目前已得到验证）。本文延续此前分析框架，基于最新经济数据、上市公司2020年报和2021年一季报，对各行业资本开支情况作出更新和分析。\n核心结论：\n1、整体制造业的资本开支...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YQn_uu2tpmYKiOa8pke4pg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/YQn_uu2tpmYKiOa8pke4pg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164615477","content_text":"我们在去年底报告《从资本开支看，哪些行业可能加速修复？》中提出，资本开支是经济内生动力的直接反映，也是观察各行业景气程度的重要参考，并从内生动力和疫后恢复情况2大维度、6个指标入手，当时研究发现化工、有色、钢铁等行业将加速修复（目前已得到验证）。本文延续此前分析框架，基于最新经济数据、上市公司2020年报和2021年一季报，对各行业资本开支情况作出更新和分析。\n核心结论：\n1、整体制造业的资本开支仍处于修复进程中，化工、有色、钢铁如期加速修复。\n2、我们认为“盈利涨势强劲、产能利用率高位、库存低位回升、资产负债率低位”的行业，增加投资的内生动力更强。据此看：上游的化工（化学制品、化纤）、有色、黑色（钢铁）等行业的内生动力仍然最强，医药行业也较强；中游和下游的多数行业暂时较弱。\n3、综合看，有色、化工资本开支增速仍处于相对低位，未来提升空间相对更大，需关注环保政策扰动。\n报告摘要：\n一、目前各行业资本开支的修复情况如何？\n>整体制造业资本开支仍处于修复进程中。对比2021年Q1与2019年末的增速差：1）从固投看，多数行业2021年Q1复合平均增速仍低于疫情前，化纤、造纸、医药、电气机械、运输设备、有色、黑色等行业增速高于疫情前；2）从资本支出(净额)看，多数行业2021年Q1复合平均增速已高于疫情前，但建材、采掘、汽车、建筑装饰等行业增速仍明显较低。\n>化工、有色、钢铁如期加速修复。对比2021年Q1与2020年Q3的增速差，化工、有色、钢铁三大行业的资本开支均加速上行，验证了我们此前判断。此外，关注四种现象背后的经济含义：1）交运设备、造纸、电气设备的资本开支增速持续提升，反映景气度维持高位；2）医药、电子、汽车的固投和资本支出增速走势背离，可能与无形资产投资增加、集中度提升有关；3）服装和纺织资本开支走势分化，反映疫情受控影响；4）机械、建材的资本开支也有所加速，应是反映了全球资本开支周期回升、建筑业施工加快。\n二、目前各行业资本开支的内生动力如何？\n延续此前分析框架，制造业投资的内生动力取决于投资意愿和投资能力，进而取决于企业盈利、产能利用率、库存水平、负债率等方面：\n>企业盈利：上游强势、中下游明显承压，反映了PPI-CPI剪刀差持续扩大的影响；上游多数行业和下游的医药、家具、造纸盈利涨势仍强。\n>产能利用率：多数行业小幅回落，可能与季节性因素有关；上中游产能利用率仍处高位，化纤、专用设备、纺织逆势提升。\n>库存水平：上中游多数已在补库，下游维持中位水平震荡；化纤库存水平较低，上游的橡胶、黑色、有色和多数中游行业库存增速已在高位。\n>资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子行业的资产负债率处于低位。\n我们认为盈利涨势强劲、产能利用率高位、库存低位回升、资产负债率低位的行业增加投资的内生动力更强。据此看：上游的化工（化学制品、化纤）、有色、黑色（钢铁）行业增加投资的内生动力仍然最强，医药行业也较强；中游多数行业受制于利润承压、库存高位，下游多数行业受制于利润承压、资产负债率高位，增加投资的内生动力可能暂时较弱。\n三、总结论：整体制造业资本开支仍处修复进程，有色、化工提升空间相对更大，环保政策是扰动\n综合看，整体制造业资本开支仍处修复进程，化工（化学制品、化纤）、有色、黑色（钢铁）、医药正处加速修复进程、内生动力仍强，其中：黑色（钢铁）、医药资本开支增速已达到近年来高点，未来提升空间可能有限；有色、化工资本开支增速仍处于相对低位，未来提升空间可能相对更大；特别提示，需关注后续环保政策对上游行业资本开支的压制。\n风险提示：疫情演化超预期，外部环境恶化超预期，政策收紧超预期。\n正文如下：\n一、目前各行业资本开支实际恢复情况如何？\n1、整体制造业资本开支仍处于修复进程中\n用最新一期（2021.3）与2019年末的增速差衡量疫情后资本开支的恢复情况，制造业资本开支整体仍处于修复进程中，恢复正常水平的行业比例提升，但仍有较多行业低于疫情前。具体而言：\n>从固定资产投资看，多数行业2021年Q1较2019年同期复合平均增速仍低于疫情前，其中仅化纤、造纸、食品加工、医药、电气机械、运输设备、有色、黑色增速高于疫情前。\n>从资本支出（净额）增速看，多数行业2021年Q1较2019年同期复合平均增速已经高于疫情前，其中家电、计算机、轻工、电子、交运、医药、电气设备增速较疫情前涨幅明显；机械设备、通信、钢铁、纺服、有色也恢复较好；化工跌幅明显收窄；建材、食品、军工、采掘、汽车、建筑装饰等行业仍明显低于疫情前。\n\n2、化工、有色、钢铁如期加速修复\n回顾我们去年年底的判断，即综合各行业资本开支的内生动力和实际恢复情况来看，化工、有色、钢铁等行业将加速修复。截止2021年一季度，化工、有色、钢铁三大行业的资本开支均加速上行，验证了我们此前判断：\n>从固定资产投资增速来看，化纤、有色、化学制品、黑色金属业固投增速较去年Q3分别提升了16、12、10、3个百分点，化工和有色是固投增速升幅最大的几个行业之一；\n>从资本支出（购建固定资产、无形资产和其他长期资产支付的现金）增速来看，钢铁、化工、有色资本支出增速也较去年Q3分别提升了28、18、2个百分点。\n此外，四种现象背后的经济含义值得注意：\n>交运设备、造纸、电气设备行业此前资本开支已经在加速，近期增速多继续提升，显示相关行业景气度持续较高；\n>医药、电子、汽车行业的固投增速和资本支出增速走势分化，其固投增速回落或基本持平，但资本支出增速仍明显提升，其背后可能包括两方面原因：一是三大行业增加了在知识产权等无形资产的投资，如长春高新、比亚迪等公司最近半年的无形资产增速大幅高于固定资产增速；二是可能反映了市场集中度的提升，资本开支向上市企业集中。\n>服装和纺织资本开支增速走势分化，服装业升而纺织业降，反映了疫情受控的影响。\n>机械设备、建材行业资本开支增速也有所加速，可能反映了全球资本开支周期回升以及建筑业施工加快的影响。\n\n\n\n\n\n二、那些行业资本开支的内生动力仍强？\n延续此前分析框架，制造业投资的内生动力取决于投资意愿和投资能力，进而取决于企业盈利、产能利用率、库存水平、负债率等方面：\n1、企业盈利：上游强势、中下游明显承压；上游多数行业和下游的医药、家具、造纸涨势仍强\n整体看，多数行业利润增速已超过2019年水平，上游对中下游利润的挤压明显，其中：\n>上游原材料业：化学制品、化纤、橡胶塑料、黑色、有色金属冶炼业利润增速升至近年来高位，且涨势仍然强劲；\n>中游装备业：增速普遍趋于放缓；\n>下游消费品业：医药、家具、造纸涨势仍强。\n\n2、产能利用率：多数行业小幅回落，上中游仍处高位，化纤、专用设备、纺织逆势提升\n>上游原材料业、中游装备业的多数行业的产能利用率均处于近年来高位，其中化纤、专用设备业逆势提升；\n>下游消费品业的产能利用率多数回落，纺织业逆势提升。\n\n3、库存：上中游多数已在补库，库存水平接近高位；下游维持中位水平震荡\n>上游原材料业多数行业库存增速触底回升，橡胶塑料、黑色、有色等行业库存增速较高，化纤行业库存增速仍处于低位。\n>中游装备业多数行业库存增速较高，其中金属制品、专用设备、电气机械、仪器仪表行业持续补库；通用设备、交运设备业高位震荡；\n>下游消费品业多数行业库存增速维持中位水平震荡。\n\n4、资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子处于低位\n>上游原材料业负债率多数下行，橡胶、非金属矿物处于近年来高位，石油煤炭加工、化学制品、黑色、有色金属业处于历史低位。\n>中游装备业的金属制品、通用、专用设备处于近年来高位，交运设备处于低位，电气机械、仪器仪表处于中位水平；\n>下游消费品业的医药、电子处于低位，食品制造、纺织、家具、造纸业处于高位。\n\n综上所述：\n1）盈利：上游强势、中下游明显承压；上游多数行业和下游的医药、家具、造纸涨势仍强；\n2）产能利用率：多数行业小幅回落，上中游仍处高位；化纤、专用设备、纺织逆势提升；\n3）库存：上中游多数已在补库，库存水平接近高位，下游维持中位水平震荡；化纤库存水平较低，上游的橡胶塑料、黑色、有色和多数中游行业库存增速已在高位；\n4）资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子业的资产负债率处于低位。\n我们认为盈利涨势强劲、产能利用率处于高位、库存处于低位或在已开始补库、资产负债率处于低位的行业增加投资的内生动力更强。\n据此看：上游的化工（化学制品、化纤）、有色、黑色金属加工业增加投资的内生动力仍然最强，医药行业也较强；而中游行业受制于利润承压、库存高位，下游多数行业受制于利润承压、资产负债率处于高位，增加投资的意愿可能暂时较弱。\n综合来看：\n1、整体制造业资本开支仍处修复进程；\n2、目前内生动力较强的行业包括化工（化纤、化学制品）、有色、黑色金属、医药，这几个行业的资本开支也正处于加速修复过程，其中：黑色、医药资本开支增速已达到近年来高点，未来提升空间可能有限；有色、化工资本开支增速仍处于相对低位，未来可能仍有较大空间。\n风险提示:\n1、疫情超预期演化：近期印度疫情大幅爆发，如后续病毒发生变异、疫苗效果不及预期，导致全球疫情再度大幅恶化，可能拖累经济复苏和资本开支。\n2、外部环境恶化超预期：如拜登政府对华超预期强硬等，中美摩擦可能进一步恶化，打击企业投资信心。\n3、政策收紧超预期：碳减排目标下，如环保政策超预期收紧，可能抑制企业投资意愿。","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102043209,"gmtCreate":1620170781901,"gmtModify":1704339543429,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"<a 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