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LeongGuan

LeongGuan

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2022-11-24

$美国超微公司(AMD)$

2022-11-23

$美国超微公司(AMD)$

2022-10-27

$特斯拉(TSLA)$

2022-11-07

$Vinco Ventures, Inc.(BBIG)$

2022-10-06

$Vinco Ventures, Inc.(BBIG)$

2022-11-21

$美国超微公司(AMD)$

2022-11-20

$美国超微公司(AMD)$

2022-11-13

$Roblox Corporation(RBLX)$

2022-11-09

$亚马逊(AMZN)$

2022-11-04

[财迷] [财迷] [财迷]

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2022-12-04

$英伟达(NVDA)$

2022-12-02

$美国超微公司(AMD)$

2022-11-19

$台积电(TSM)$

2022-10-05

$Vinco Ventures, Inc.(BBIG)$

2022-10-04

2022-12-07

$美国超微公司(AMD)$

2022-12-06

$台积电(TSM)$

2022-12-03

[财迷]

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2022-11-27

$美国超微公司(AMD)$

2022-11-16

。

@獻獻財經:市場憂慮的是什麼？

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作者：華秋 12月12日，武漢長盈通光電技術股份有限公司(以下簡稱“長盈通”，股票代碼爲“688143.SH”)正式登陸上交所科創板，成爲國內光纖環的上市第一股。截至收盤，該公司的股價爲49.01元/股，大漲37.4%。 招股書顯示，長盈通專業從事光纖陀螺核心器件光纖環及其綜合解決方案研發、生產、銷售和服務，致力於開拓以特種慣性導航領域爲主的光纖環及其主要材料特種光纖的高新技術產業化應用。 作爲國家級專精特新“小巨人”企業，長盈通憑藉優質的產品和強勁的研發實力，在國內光纖環的細分應用市場佔據領先地位，併成爲我國電子信息領域技術創新的排頭兵。 產業鏈一體化佈局或助推業績騰飛 長盈通成立於2010年，該公司以光纖環等特種光器件爲核心和起點，積極進行上下游拓展，建立了涵蓋光纖環器件(含光模塊)、特種光纖(含特種光纜)、膠粘劑和塗覆材料、光器件設備及其他附件備件產品和服務在內的完整業務佈局，形成了強大的核心競爭力。 經過多年技術積累，目前長盈通已打通了“環-纖-膠-模塊-設備”一體化微型產業鏈。同時，長盈通已自主研發並掌握了特種光纖設計技術、預製棒製備技術、玻璃加工處理技術、光纖拉絲技術、塗層材料技術、光纖測試技術和纖膠匹配技術等，具備領先的特種光纖產品研發能力與自主量產能力，擁有多種光纖環產品和其他特種光纖產品。 長盈通表示，公司致力於以光纖環等特種光器件爲核心，形成包括光器件相關的特種光纖、新型材料、機電設備、光電系統和計量檢測服務在內的“5+1聚焦同心圓”產業戰略佈局。 招股書顯示，2019—2022年上半年，長盈通的研發投入分別爲1385.37萬元、1340.46萬元、1843.53萬元及1160.61萬元，佔當期營業收入的比重分別爲7.80%、6.22%、7.04%及7.96%，位居行業前列。 截至招股書籤署日，長盈通擁有117項專利，其中發明專利","listText":"本文來源：時代商學院 作者：華秋 12月12日，武漢長盈通光電技術股份有限公司(以下簡稱“長盈通”，股票代碼爲“688143.SH”)正式登陸上交所科創板，成爲國內光纖環的上市第一股。截至收盤，該公司的股價爲49.01元/股，大漲37.4%。 招股書顯示，長盈通專業從事光纖陀螺核心器件光纖環及其綜合解決方案研發、生產、銷售和服務，致力於開拓以特種慣性導航領域爲主的光纖環及其主要材料特種光纖的高新技術產業化應用。 作爲國家級專精特新“小巨人”企業，長盈通憑藉優質的產品和強勁的研發實力，在國內光纖環的細分應用市場佔據領先地位，併成爲我國電子信息領域技術創新的排頭兵。 產業鏈一體化佈局或助推業績騰飛 長盈通成立於2010年，該公司以光纖環等特種光器件爲核心和起點，積極進行上下游拓展，建立了涵蓋光纖環器件(含光模塊)、特種光纖(含特種光纜)、膠粘劑和塗覆材料、光器件設備及其他附件備件產品和服務在內的完整業務佈局，形成了強大的核心競爭力。 經過多年技術積累，目前長盈通已打通了“環-纖-膠-模塊-設備”一體化微型產業鏈。同時，長盈通已自主研發並掌握了特種光纖設計技術、預製棒製備技術、玻璃加工處理技術、光纖拉絲技術、塗層材料技術、光纖測試技術和纖膠匹配技術等，具備領先的特種光纖產品研發能力與自主量產能力，擁有多種光纖環產品和其他特種光纖產品。 長盈通表示，公司致力於以光纖環等特種光器件爲核心，形成包括光器件相關的特種光纖、新型材料、機電設備、光電系統和計量檢測服務在內的“5+1聚焦同心圓”產業戰略佈局。 招股書顯示，2019—2022年上半年，長盈通的研發投入分別爲1385.37萬元、1340.46萬元、1843.53萬元及1160.61萬元，佔當期營業收入的比重分別爲7.80%、6.22%、7.04%及7.96%，位居行業前列。 截至招股書籤署日，長盈通擁有117項專利，其中發明專利","text":"本文來源：時代商學院 作者：華秋 12月12日，武漢長盈通光電技術股份有限公司(以下簡稱“長盈通”，股票代碼爲“688143.SH”)正式登陸上交所科創板，成爲國內光纖環的上市第一股。截至收盤，該公司的股價爲49.01元/股，大漲37.4%。 招股書顯示，長盈通專業從事光纖陀螺核心器件光纖環及其綜合解決方案研發、生產、銷售和服務，致力於開拓以特種慣性導航領域爲主的光纖環及其主要材料特種光纖的高新技術產業化應用。 作爲國家級專精特新“小巨人”企業，長盈通憑藉優質的產品和強勁的研發實力，在國內光纖環的細分應用市場佔據領先地位，併成爲我國電子信息領域技術創新的排頭兵。 產業鏈一體化佈局或助推業績騰飛 長盈通成立於2010年，該公司以光纖環等特種光器件爲核心和起點，積極進行上下游拓展，建立了涵蓋光纖環器件(含光模塊)、特種光纖(含特種光纜)、膠粘劑和塗覆材料、光器件設備及其他附件備件產品和服務在內的完整業務佈局，形成了強大的核心競爭力。 經過多年技術積累，目前長盈通已打通了“環-纖-膠-模塊-設備”一體化微型產業鏈。同時，長盈通已自主研發並掌握了特種光纖設計技術、預製棒製備技術、玻璃加工處理技術、光纖拉絲技術、塗層材料技術、光纖測試技術和纖膠匹配技術等，具備領先的特種光纖產品研發能力與自主量產能力，擁有多種光纖環產品和其他特種光纖產品。 長盈通表示，公司致力於以光纖環等特種光器件爲核心，形成包括光器件相關的特種光纖、新型材料、機電設備、光電系統和計量檢測服務在內的“5+1聚焦同心圓”產業戰略佈局。 招股書顯示，2019—2022年上半年，長盈通的研發投入分別爲1385.37萬元、1340.46萬元、1843.53萬元及1160.61萬元，佔當期營業收入的比重分別爲7.80%、6.22%、7.04%及7.96%，位居行業前列。 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+ve session with strong move mainly on areas of tech and china groups","htmlText":"9/12/2022 market diary &amp; playbookA +ve session with strong move mainly on areas of tech and china groups. Worth to note all 3 main indexes still remains below their 20MA for the 3rd day.Increasing no. of gold miners&nbsp;<a href=\"https://ttm.financial/S/IAG\">$Iamgold(IAG)$</a> <a href=\"https://ttm.financial/S/GFI\">$Gold Fields(GFI)$</a> <a href=\"https://ttm.financial/S/GLDG\">$GoldMining Inc.(GLDG)$</a> <a href=\"https://ttm.financial/S/NUGT\">$NUGT(NUGT)$</a> are setting up.<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a><a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a> <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$</a> <a href=\"https://ttm.financial/S/09866\">$NIO-SW(09866)$</a>","listText":"9/12/2022 market diary &amp; playbookA +ve session with strong move mainly on areas of tech and china groups. Worth to note all 3 main indexes still remains below their 20MA for the 3rd day.Increasing no. of gold miners&nbsp;<a href=\"https://ttm.financial/S/IAG\">$Iamgold(IAG)$</a> <a href=\"https://ttm.financial/S/GFI\">$Gold Fields(GFI)$</a> <a href=\"https://ttm.financial/S/GLDG\">$GoldMining Inc.(GLDG)$</a> <a href=\"https://ttm.financial/S/NUGT\">$NUGT(NUGT)$</a> are setting up.<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a><a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a> <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$</a> <a href=\"https://ttm.financial/S/09866\">$NIO-SW(09866)$</a>","text":"9/12/2022 market diary & playbookA +ve session with strong move mainly on areas of tech and china groups. Worth to note all 3 main indexes still remains below their 20MA for the 3rd day.Increasing no. of gold miners $Iamgold(IAG)$ $Gold Fields(GFI)$ $GoldMining Inc.(GLDG)$ $NUGT(NUGT)$ are setting up.$XPeng Inc.(XPEV)$$Li Auto(LI)$ $NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ 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獻獻財經 2022.11.16 今日宏觀 成交金額：9427億 短線溫度: 中 指數趨勢：下跌 倉位建議：40%（短線）40%（中線） 賺錢效應：較差昨天說過了，目前基本上是一天一個高光的板塊，所以今天盤面分化並不奇怪。沒有核心的行情，是很難持續帶動交投意願的。沒有增量資金的加入，權重行情也是不可持續的。 這兩天和一些機構同行有過一些交流，普遍感覺對於當前重振內需政策心存期待，但又害怕後續數據驗僞。 事實上，疫情防控優化措施後，各地疫情趨勢依然不樂觀，這個應該是政策可預見的代價。但是，如果不把疫情防控優化作爲前置條件，很多後續政策效果會大打折扣，這個在今年以來其實就是這樣，對應着市場早就看清政策的底牌，行情演繹就是短期脈衝。此前我不斷在文章中強調，大消費要有持續性，必須是政策面真正走出實錘後，而且還需要有一段時間的適應過程，石家莊“躺平”了，但居民出行似乎並沒有特別積極。機構的評估是：疫情防控作爲前置條件，某種意義上說明新起點之後當前政策的“第一把火”一定要能扭轉居民和企業的衰退預期，重振內需政策託底經劑的目標在事實和數據上一定要達成，否則人財兩空。對於市場憂慮疫情，還是憂慮疫情防控？如果國內疫情得到有效控制，那自然是最好。如果延續當前的狀態，雙十一那天衝高回落的市場表現已經給出了答案，機構認爲當前市場相對疫情數據的負面衝擊仍處於鈍化的狀態，本質上是A股在摸索一種疫情防控新常態下的定價模式。總而言之，政策預期依然在主導着目前的市場情緒，而非基本面。所以纔會有這兩天不斷輪動的板塊行情。 今天新炒的AIGC，實際就是元宇宙的分支，也是web3.0的延續。在目前非基本面主導的行情階段，這類情緒炒作可能會延續脈衝一下，但是從中長期的趨勢行情來說，目前顯然是沒有任何業績支撐的基礎。我過去致力於接力行情的交易，最近兩年開始跟蹤基本面的高頻信息，所以我並不反對超短交易，但是從我","listText":"A股覆盤 獻獻財經 2022.11.16 今日宏觀 成交金額：9427億 短線溫度: 中 指數趨勢：下跌 倉位建議：40%（短線）40%（中線） 賺錢效應：較差昨天說過了，目前基本上是一天一個高光的板塊，所以今天盤面分化並不奇怪。沒有核心的行情，是很難持續帶動交投意願的。沒有增量資金的加入，權重行情也是不可持續的。 這兩天和一些機構同行有過一些交流，普遍感覺對於當前重振內需政策心存期待，但又害怕後續數據驗僞。 事實上，疫情防控優化措施後，各地疫情趨勢依然不樂觀，這個應該是政策可預見的代價。但是，如果不把疫情防控優化作爲前置條件，很多後續政策效果會大打折扣，這個在今年以來其實就是這樣，對應着市場早就看清政策的底牌，行情演繹就是短期脈衝。此前我不斷在文章中強調，大消費要有持續性，必須是政策面真正走出實錘後，而且還需要有一段時間的適應過程，石家莊“躺平”了，但居民出行似乎並沒有特別積極。機構的評估是：疫情防控作爲前置條件，某種意義上說明新起點之後當前政策的“第一把火”一定要能扭轉居民和企業的衰退預期，重振內需政策託底經劑的目標在事實和數據上一定要達成，否則人財兩空。對於市場憂慮疫情，還是憂慮疫情防控？如果國內疫情得到有效控制，那自然是最好。如果延續當前的狀態，雙十一那天衝高回落的市場表現已經給出了答案，機構認爲當前市場相對疫情數據的負面衝擊仍處於鈍化的狀態，本質上是A股在摸索一種疫情防控新常態下的定價模式。總而言之，政策預期依然在主導着目前的市場情緒，而非基本面。所以纔會有這兩天不斷輪動的板塊行情。 今天新炒的AIGC，實際就是元宇宙的分支，也是web3.0的延續。在目前非基本面主導的行情階段，這類情緒炒作可能會延續脈衝一下，但是從中長期的趨勢行情來說，目前顯然是沒有任何業績支撐的基礎。我過去致力於接力行情的交易，最近兩年開始跟蹤基本面的高頻信息，所以我並不反對超短交易，但是從我","text":"A股覆盤 獻獻財經 2022.11.16 今日宏觀 成交金額：9427億 短線溫度: 中 指數趨勢：下跌 倉位建議：40%（短線）40%（中線） 賺錢效應：較差昨天說過了，目前基本上是一天一個高光的板塊，所以今天盤面分化並不奇怪。沒有核心的行情，是很難持續帶動交投意願的。沒有增量資金的加入，權重行情也是不可持續的。 這兩天和一些機構同行有過一些交流，普遍感覺對於當前重振內需政策心存期待，但又害怕後續數據驗僞。 事實上，疫情防控優化措施後，各地疫情趨勢依然不樂觀，這個應該是政策可預見的代價。但是，如果不把疫情防控優化作爲前置條件，很多後續政策效果會大打折扣，這個在今年以來其實就是這樣，對應着市場早就看清政策的底牌，行情演繹就是短期脈衝。此前我不斷在文章中強調，大消費要有持續性，必須是政策面真正走出實錘後，而且還需要有一段時間的適應過程，石家莊“躺平”了，但居民出行似乎並沒有特別積極。機構的評估是：疫情防控作爲前置條件，某種意義上說明新起點之後當前政策的“第一把火”一定要能扭轉居民和企業的衰退預期，重振內需政策託底經劑的目標在事實和數據上一定要達成，否則人財兩空。對於市場憂慮疫情，還是憂慮疫情防控？如果國內疫情得到有效控制，那自然是最好。如果延續當前的狀態，雙十一那天衝高回落的市場表現已經給出了答案，機構認爲當前市場相對疫情數據的負面衝擊仍處於鈍化的狀態，本質上是A股在摸索一種疫情防控新常態下的定價模式。總而言之，政策預期依然在主導着目前的市場情緒，而非基本面。所以纔會有這兩天不斷輪動的板塊行情。 今天新炒的AIGC，實際就是元宇宙的分支，也是web3.0的延續。在目前非基本面主導的行情階段，這類情緒炒作可能會延續脈衝一下，但是從中長期的趨勢行情來說，目前顯然是沒有任何業績支撐的基礎。我過去致力於接力行情的交易，最近兩年開始跟蹤基本面的高頻信息，所以我並不反對超短交易，但是從我","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/667192072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}