InkLeong personal page - To The Moon

InkLeong

InkLeong

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2023-02-10

$AMC院线(AMC)$ How did it become a junk stock again?🤦🏻‍♂️

2021-08-31

$Meta Materials Inc.(MMAT)$??

2021-07-18

$Palantir Technologies Inc.(PLTR)$?

2021-07-12

$Palantir Technologies Inc.(PLTR)$???

2021-07-10

$Takung Art Co., Ltd.(TKAT)$?

2021-07-01

$Takung Art Co., Ltd.(TKAT)$????

2021-06-28

$Meta Materials Inc.(MMAT)$????????

2021-06-07

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2021-06-06

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2021-06-06

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2021-04-02

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2021-03-15

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2021-03-14

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2021-03-14

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2021-03-11

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2021-03-08

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2021-03-08

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2021-03-06

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10:00","market":"sh","language":"zh","title":"布局方向曝光！这些上市公司被机构踏破门槛","url":"https://stock-news.laohu8.com/highlight/detail?id=1136586425","media":"上海证券报","summary":"近期，A股市场较为震荡，多位明星基金经理公开发声，吐露接下来将采取的打法。从整体来看，公司基本面和业绩成为大家关注的核心因素，估值的合理性也颇受重视。\n机构的调研足迹一定程度上反映了其下阶段重点布局方","content":"<div>\n<p>近期，A股市场较为震荡，多位明星基金经理公开发声，吐露接下来将采取的打法。从整体来看，公司基本面和业绩成为大家关注的核心因素，估值的合理性也颇受重视。\n机构的调研足迹一定程度上反映了其下阶段重点布局方向。据统计，电子、医药生物和计算机行业已连续三个月成为获基金公司调研数量排名前三的行业，从个股来看，获调研次数排名前三的个股分别为长春高新、迈瑞医疗、中科创达。\n电子、医药生物、计算机行业热度颇高\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/y0q_oSvSa3IlfkD7chVYQg\">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>布局方向曝光！这些上市公司被机构踏破门槛</title>\n<style 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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布局方向曝光！这些上市公司被机构踏破门槛\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-06 10:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/y0q_oSvSa3IlfkD7chVYQg><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，A股市场较为震荡，多位明星基金经理公开发声，吐露接下来将采取的打法。从整体来看，公司基本面和业绩成为大家关注的核心因素，估值的合理性也颇受重视。\n机构的调研足迹一定程度上反映了其下阶段重点布局方向。据统计，电子、医药生物和计算机行业已连续三个月成为获基金公司调研数量排名前三的行业，从个股来看，获调研次数排名前三的个股分别为长春高新、迈瑞医疗、中科创达。\n电子、医药生物、计算机行业热度颇高\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/y0q_oSvSa3IlfkD7chVYQg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"002410":"广联达"},"source_url":"https://mp.weixin.qq.com/s/y0q_oSvSa3IlfkD7chVYQg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136586425","content_text":"近期，A股市场较为震荡，多位明星基金经理公开发声，吐露接下来将采取的打法。从整体来看，公司基本面和业绩成为大家关注的核心因素，估值的合理性也颇受重视。\n机构的调研足迹一定程度上反映了其下阶段重点布局方向。据统计，电子、医药生物和计算机行业已连续三个月成为获基金公司调研数量排名前三的行业，从个股来看，获调研次数排名前三的个股分别为长春高新、迈瑞医疗、中科创达。\n电子、医药生物、计算机行业热度颇高\nWind数据显示，5月，公募基金调研次数为3332次，其中，电子行业被调研608次、医药生物行业被调研508次，计算机行业热度也颇高，调研次数也高达343次。值得注意的是，电子、医药生物和计算机行业已连续三个月成为基金公司调研数量前三的行业，不过，和此前相比，电子与医药生物行业的调研数量差距有所减小。\n此外，房地产行业的关注度较前几个月明显提升，植信投资研究院表示，这可能与近期大宗商品价格上涨及其带来的通胀预期有一定关系，基金公司对其关注度的提升可能是其下半年行情好转的信号。从个股层面来看，一季报中营业收入及净利润同比大幅提升的公司及未来1-2年有较高营业收入同比增长预期的公司得到了更多的关注。\n具体来看，长春高新、迈瑞医疗、中科创达、安科生物、传音控股、妙可蓝多、长盈精密、奥园美谷、海大集团、广联达等10家公司获基金公司调研次数居前。明星机构蜂拥而至\n梳理这些热度较高的公司，从调研名单来看，明星机构的身影频频出现。\n以长春高新为例，5月21日的电话会议共有306家机构，合计692位投资者参与。名单中，既有富国基金、景顺长城基金、兴证全球基金、易方达基金等权益投资能力较强的公募基金公司，也有景林资产、和谐汇一资管、凯丰投资、彤源投资、趣时资产等百亿私募，此外，高瓴资本、贝莱德、point72、老虎太平洋资本等知名海外资管也出席了此次调研。\n从调研记录来看，机构较为关心长春高新的产品集采情况。长春高新表示，公司关注到网传广东省医保局相关函件，对于该文件，公司无法鉴别相关文件真假。经内部确认，目前公司未收到集中采购相关的正式书面文件和通知。假设该网传文件为真，公司分析也是粉针的集采可能性更大一些，目前粉针产品在收入的占比并不高。此外，当前国家医保目录里面生长激素产品只有1个适应症，并且纳入集采需有3家以上厂家充分市场竞争，所以公司分析水针纳入集采的时机未必成熟。\n此外，也有机构提问：“近期大宗减持相关情况及后续预期。”长春高新表示，近日相关大宗交易为公司重要股东金磊减持公司部分股票，经与金磊初步确认，减持原因系交税之后个人一些其他资金需求。同时金磊表示近期不会再有减持，并且未来对公司的持股比例计划会保持在5%以上。\n5月，迈瑞医疗的调研热度仅次于长春高新，同样被知名中外机构扎堆调研。从其发布的5月6日-13日、5月17-28日投资者关系活动记录表来看，涉及深圳市南山区高新技术产业园区科技南十二路迈瑞大厦、上海浦东香格里拉酒店、上海文华东方酒店等8个地点，参与调研的机构包括拾贝投资、高毅资产、景林资产、聚鸣投资等百亿私募以及易方达基金、汇添富基金、point72、JPMorgan等知名机构。从调研内容来看，机构较为关注疫情后时代迈瑞医疗国内外市场的发展机遇。迈瑞医疗表示，在国内市场重点把握三大发展机遇，一是公立医院扩容，二是公立医院绩效考核改革，三是建设智慧医药。从国际市场来看，通过在欧美市场多年的历练，迈瑞已成为了这些国家重症学科和信息化建设的首选品牌之一，例如在英国皇家帕普沃思医院实现了全院级监护仪和IT系统的装机，凭借产品的信息化互联优势成为了美国第六大医联体未来十年唯一的监护仪供应商，未来还将加速渗透。\n与上述2家公司同属于医疗行业有所不同，调研次数居前的中科创达属于计算机行业。中科创达5月19日-5月27日投资者关系活动记录表显示，银华基金薄官辉 、华泰柏瑞沈雪峰、 兴全基金王品、季文华、富国基金王园园等明星基金经理均出现在调研名单中，此外，聚鸣投资、高毅资产、彤源投资等百亿私募也参与了调研。\n在此次调研中，机构较为关注中科创达的关于VR产品发展情况，中科创达表示，从2020年三季度起，VR/AR业务已经出现快速增长趋势，今年一季度以及展望全年，AR/VR相关产品的出货亦呈现较高增长的趋势。\n下一步如何布局？\n除了密集调研，近期多位明星基金经理也公开发声，谈及对市场的看法。景顺长城基金股票投资总监余广认为，随着核心资产股价由底部缓步爬升，市场底部得到逐步的确认。在中短期内，基本面将是决定市场和个股走向的最主要因素。相比于去年，今年大多数企业的盈利状况有较为明显的改善，特别是部分行业龙头公司，在去年疫情状况下表现不差，今年盈利进一步向好甚至加速，股价提升有坚实的基本面支持。\n对于具体的投资机会，余广表示，经过前期调整后，预计市场将延续之前的稳步上涨态势，建议更加重视个股基本面因素，从中长期的角度，仍然建议着重于长期基本面，着重于公司的长期价值，重点买入持有基本面坚实、具备核心竞争力、具备长期增长潜力的行业龙头公司。\n景顺长城基金经理刘彦春认为，4、5月份流动性超预期宽松，通胀预期回落，市场估值水平迅速修复。但风险因素并未消除，预期未来市场仍会有较大波动，今年需要降低回报预期，耐心寻找投资机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115950133,"gmtCreate":1622947482322,"gmtModify":1704193584962,"author":{"id":"3576483377389898","authorId":"3576483377389898","name":"InkLeong","avatar":"https://static.tigerbbs.com/1849e577d9e53aa9d5078e2eeb22589e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??‍♂️","listText":"??‍♂️","text":"??‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/115950133","repostId":"2141004294","repostType":4,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357760178,"gmtCreate":1617301678494,"gmtModify":1704698592882,"author":{"id":"3576483377389898","authorId":"3576483377389898","name":"InkLeong","avatar":"https://static.tigerbbs.com/1849e577d9e53aa9d5078e2eeb22589e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357760178","repostId":"1123979727","repostType":4,"repost":{"id":"1123979727","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617287972,"share":"https://www.laohu8.com/m/news/1123979727?lang=&edition=full","pubTime":"2021-04-01 22:39","market":"us","language":"zh","title":"优信暴涨超40%，公司与两家知名基金签订投资意向书","url":"https://stock-news.laohu8.com/highlight/detail?id=1123979727","media":"老虎资讯综合","summary":"4月1日，优信二手车盘中暴涨超40%，公司与两家知名的亚洲基金签订投资意向书。优信二手车宣布，公司已于4月1日与两家亚洲投资基金签订具约束力的投资意向书。据此，潜在投资者已同意与公司就认购高级可转换优","content":"<p>4月1日，<a href=\"https://laohu8.com/S/UXIN\">优信</a>二手车盘中暴涨超40%，公司与两家知名的亚洲基金签订投资意向书。</p><p><img src=\"https://static.tigerbbs.com/2167fabccf148c1d56d49b6c72965108\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/UXIN\">优信</a>二手车宣布，公司已于4月1日与两家亚洲投资基金签订具约束力的投资意向书。据此，潜在投资者已同意与公司就认购高级可转换优先股进行磋商并可能签订最终协议，潜在交易的总投资额最高或将达3亿美元。</p><p></p><p></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\" 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.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优信暴涨超40%，公司与两家知名基金签订投资意向书\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\">2021-04-01 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月1日，<a href=\"https://laohu8.com/S/UXIN\">优信</a>二手车盘中暴涨超40%，公司与两家知名的亚洲基金签订投资意向书。</p><p><img src=\"https://static.tigerbbs.com/2167fabccf148c1d56d49b6c72965108\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/UXIN\">优信</a>二手车宣布，公司已于4月1日与两家亚洲投资基金签订具约束力的投资意向书。据此，潜在投资者已同意与公司就认购高级可转换优先股进行磋商并可能签订最终协议，潜在交易的总投资额最高或将达3亿美元。</p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ade1733a461c9483048e104ccc2d044","relate_stocks":{"UXIN":"优信"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123979727","content_text":"4月1日，优信二手车盘中暴涨超40%，公司与两家知名的亚洲基金签订投资意向书。优信二手车宣布，公司已于4月1日与两家亚洲投资基金签订具约束力的投资意向书。据此，潜在投资者已同意与公司就认购高级可转换优先股进行磋商并可能签订最终协议，潜在交易的总投资额最高或将达3亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322698642,"gmtCreate":1615800217886,"gmtModify":1704786662842,"author":{"id":"3576483377389898","authorId":"3576483377389898","name":"InkLeong","avatar":"https://static.tigerbbs.com/1849e577d9e53aa9d5078e2eeb22589e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"+1","listText":"+1","text":"+1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322698642","repostId":"1187438693","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322036501,"gmtCreate":1615731384603,"gmtModify":1704786006880,"author":{"id":"3576483377389898","authorId":"3576483377389898","name":"InkLeong","avatar":"https://static.tigerbbs.com/1849e577d9e53aa9d5078e2eeb22589e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322036501","repostId":"2119799346","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321424379,"gmtCreate":1615464494191,"gmtModify":1704783097590,"author":{"id":"3576483377389898","authorId":"3576483377389898","name":"InkLeong","avatar":"https://static.tigerbbs.com/1849e577d9e53aa9d5078e2eeb22589e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321424379","repostId":"1164132586","repostType":4,"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329902872,"gmtCreate":1615195689596,"gmtModify":1704779373052,"author":{"id":"3576483377389898","authorId":"3576483377389898","name":"InkLeong","avatar":"https://static.tigerbbs.com/1849e577d9e53aa9d5078e2eeb22589e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329902872","repostId":"1125607315","repostType":4,"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}