一追再追 personal page

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摩根大通最新研報力挺信達生物（01801），將目標價上調至109港元，予“增持”評級，列為行業首選！研報指出，對外授權成為內地生物醫藥核心驅動力，信達憑藉強大產品管線，覆蓋腫瘤、心血管、自身免疫及眼科等領域，多元化資產組合蓄勢待發，未來數年有望持續達成授權交易。摩根大通上調潛在授權收入佔比預測至5%-7%，並預期毛利率因銷售結構優化而擴張。信達研發能力獲市場高度認可，早期資產估值激增43%。憑藉領先的創新能力和多元化戰略，信達生物投資價值凸顯！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":155,"commentSize":2,"repostSize":16,"link":"https://ttm.financial/post/466559976186184","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000348","authorId":"9000000000000348","name":"snappyz","avatar":"https://static.tigerbbs.com/b23d39a63f8d64cf1d316831eaf2fec0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000348","idStr":"9000000000000348"},"content":"Wow, such a bullish outlook on INNOVENT BIO! [Wow]","text":"Wow, such a bullish outlook on INNOVENT BIO! [Wow]","html":"Wow, such a bullish outlook on INNOVENT BIO! [Wow]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507411528970712,"gmtCreate":1764901562829,"gmtModify":1764922909571,"author":{"id":"4185525996531482","authorId":"4185525996531482","name":"一追再追","avatar":"https://community-static.tradeup.com/news/c8afd30911053e792d09d1f067fb7588","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4185525996531482","idStr":"4185525996531482"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09606\">$DUALITYBIO-B(09606)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/09606\">$DUALITYBIO-B(09606)$&nbsp;</a>","text":"$DUALITYBIO-B(09606)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/507411528970712","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507465339388584,"gmtCreate":1764914717754,"gmtModify":1764922088089,"author":{"id":"4185525996531482","authorId":"4185525996531482","name":"一追再追","avatar":"https://community-static.tradeup.com/news/c8afd30911053e792d09d1f067fb7588","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4185525996531482","idStr":"4185525996531482"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02190\">$ZYLOXTB(02190)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/02190\">$ZYLOXTB(02190)$&nbsp;</a>","text":"$ZYLOXTB(02190)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/507465339388584","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":455009539236272,"gmtCreate":1752104067941,"gmtModify":1764379445085,"author":{"id":"4185525996531482","authorId":"4185525996531482","name":"一追再追","avatar":"https://community-static.tradeup.com/news/c8afd30911053e792d09d1f067fb7588","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4185525996531482","idStr":"4185525996531482"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TMF 20251121 50.0 CALL\">$TMF 20251121 50.0 CALL$&nbsp;</a>Coverd call","listText":"<a href=\"https://ttm.financial/OPT/TMF 20251121 50.0 CALL\">$TMF 20251121 50.0 CALL$&nbsp;</a>Coverd call","text":"$TMF 20251121 50.0 CALL$ Coverd call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":66,"commentSize":1,"repostSize":32,"link":"https://ttm.financial/post/455009539236272","isVote":1,"tweetType":1,"viewCount":2962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458043338224168,"gmtCreate":1752848733469,"gmtModify":1756380520108,"author":{"id":"4185525996531482","authorId":"4185525996531482","name":"一追再追","avatar":"https://community-static.tradeup.com/news/c8afd30911053e792d09d1f067fb7588","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4185525996531482","idStr":"4185525996531482"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/CRDO 20250718 90.0 PUT\">$CRDO 20250718 90.0 PUT$&nbsp;</a>CRDO——AI高速连接赛道的先锋，正以技术突破书写增长传奇！其800G光模块获微软、亚马逊认证，全球首发5纳米工艺光学DSP，功耗大降40%，在AI数据中心需求爆发的浪潮中占据先机。趁即時回調時投機操作！","listText":"<a href=\"https://ttm.financial/OPT/CRDO 20250718 90.0 PUT\">$CRDO 20250718 90.0 PUT$&nbsp;</a>CRDO——AI高速连接赛道的先锋，正以技术突破书写增长传奇！其800G光模块获微软、亚马逊认证，全球首发5纳米工艺光学DSP，功耗大降40%，在AI数据中心需求爆发的浪潮中占据先机。趁即時回調時投機操作！","text":"$CRDO 20250718 90.0 PUT$ CRDO——AI高速连接赛道的先锋，正以技术突破书写增长传奇！其800G光模块获微软、亚马逊认证，全球首发5纳米工艺光学DSP，功耗大降40%，在AI数据中心需求爆发的浪潮中占据先机。趁即時回調時投機操作！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":90,"commentSize":1,"repostSize":21,"link":"https://ttm.financial/post/458043338224168","isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011028","authorId":"10000000000011028","name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011028","idStr":"10000000000011028"},"content":"Awesome, thanks for sharing[Smart]","text":"Awesome, thanks for sharing[Smart]","html":"Awesome, thanks for sharing[Smart]"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}