晶峰 personal page - To The Moon

晶峰

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02-17

wow

02-14

wow

02-13

wow

02-10

wow

01-16

01-14

wow

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

01-07

New day begins, new idea creadted

01-06

wow，wowsee what happen

01-05

Hi，morning, come play come, play，

01-04

Hi Hi Hi Hi come come come play

01-02

wow

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

2023-12-30

Wow,wow，wow,, win big prizes

2023-12-27

Hi come ang play the game ,win prizes

2023-12-26

Play the game,win prizes

2023-12-24

Hi come,come ,play the game, win prizes

2023-12-21

Hi, join us,win prizes

2023-12-14

$纳指三倍做多ETF(TQQQ)$

2023-12-13

$纳指三倍做多ETF(TQQQ)$

2023-06-11

Wow wow wow, join the tiger and get more return

2023-04-18

Wow wow that's awesome you

Go to Tiger App to see more news

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TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? 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Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260313910628424,"gmtCreate":1704563663808,"gmtModify":1704563667915,"author":{"id":"3581664705310259","authorId":"3581664705310259","name":"晶峰","avatar":"https://static.tigerbbs.com/d9caff021499b03be6c3c8c4f30eb8da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581664705310259","authorIdStr":"3581664705310259"},"themes":[],"htmlText":"New day begins, new idea creadted","listText":"New day begins, new idea creadted","text":"New day begins, new idea creadted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260313910628424","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259944795762888,"gmtCreate":1704473447425,"gmtModify":1704473451730,"author":{"id":"3581664705310259","authorId":"3581664705310259","name":"晶峰","avatar":"https://static.tigerbbs.com/d9caff021499b03be6c3c8c4f30eb8da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581664705310259","authorIdStr":"3581664705310259"},"themes":[],"htmlText":"wow，wowsee what happen","listText":"wow，wowsee what happen","text":"wow，wowsee what happen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259944795762888","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259678889619616,"gmtCreate":1704408623601,"gmtModify":1704408627768,"author":{"id":"3581664705310259","authorId":"3581664705310259","name":"晶峰","avatar":"https://static.tigerbbs.com/d9caff021499b03be6c3c8c4f30eb8da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581664705310259","authorIdStr":"3581664705310259"},"themes":[],"htmlText":"Hi，morning, come play come, play，&nbsp;","listText":"Hi，morning, come play come, play，&nbsp;","text":"Hi，morning, come play come, play，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259678889619616","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259245674041624,"gmtCreate":1704304877853,"gmtModify":1704304881969,"author":{"id":"3581664705310259","authorId":"3581664705310259","name":"晶峰","avatar":"https://static.tigerbbs.com/d9caff021499b03be6c3c8c4f30eb8da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581664705310259","authorIdStr":"3581664705310259"},"themes":[],"htmlText":"Hi Hi Hi Hi come come come play","listText":"Hi Hi Hi Hi come come come play","text":"Hi Hi Hi Hi come come come play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259245674041624","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258523112104032,"gmtCreate":1704149890020,"gmtModify":1704149893381,"author":{"id":"3581664705310259","authorId":"3581664705310259","name":"晶峰","avatar":"https://static.tigerbbs.com/d9caff021499b03be6c3c8c4f30eb8da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581664705310259","authorIdStr":"3581664705310259"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258523112104032","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? 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11:10","market":"hk","language":"zh","title":"2021Q4业绩预告如何？哪些板块超预期？","url":"https://stock-news.laohu8.com/highlight/detail?id=2208151360","media":"格隆汇","summary":"已披露业绩预告的公司中，属于“预盈”类型的公司占比为55.87%","content":"<html><head></head><body><p>我们在《业绩预告与年初市场结构》的报告中，曾回顾了历年年报业绩预告对市场结构的指引性，<b>结果发现年报业绩预告超预期的板块在年初的表现也更为突出</b>。</p><p>近期随着年报业绩预告披露进入尾声，我们对<b>2021Q4业绩预告“超预期”的情况进行了梳理</b>，供投资者参考。</p><p><b>报告正文</b></p><h3>一、板块情况：全A业绩环比改善</h3><p><b>全A近六成公司披露业绩预告。</b>截至2022年1月29日上午10时，A股整体共2417家上市公司发布了2021Q4业绩预告/快报/年报，其中实际公布业绩2417家，实际披露率58.09%（仅考虑2020年12月31日之前上市的4161家公司，即剔除上市一年之内的新股），其中：创业板891家上市公司有614家披露完毕，披露率68.91%；中小板并入主板后，主板3014家上市公司有1695家披露，披露率为56.24%；科创板215家公司有105家披露，披露率为48.84%；北交所41家公司有3家披露，披露率为7.32%</p><p><b>已披露业绩预告的公司中，属于“预盈”类型的公司占比为55.87%。</b>我们按照业绩预告的类型，分为两组：预盈（包含略增、扭亏、续盈、预增）、预亏（略减、首亏、续亏、预减）。已披露业绩预告类型的2318家上市公司中（部分公司直接披露业绩快报与年报，不纳入业绩预告统计），共1295家为预盈，占比达到55.87%；主板、创业板、科创板和北交所的预盈公司占比分别为55.10%、56.34%、64.00%和100%。</p><p><img src=\"https://static.tigerbbs.com/f7cf2ee295d4ea89057a998e76b0e9ff\" tg-width=\"1080\" tg-height=\"680\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>据2021年报业绩预告，全A业绩增速环比改善。</b>从已披露业绩预告的公司来看，以2020年为基准，全A  2021Q4业绩增速中位数为50.00%，较2021 Q3环比改善29.27个百分点。其中主板/创业板/科创板的业绩增速中位数分别为51.39%/44.22%/56.36%，分别较2021 Q3环比变动29.49/27.27/30.70个百分点。从已披露业绩预告来看，科创板绝对增速领跑全A，其次是主板，最后是创业板，业绩环比改善幅度亦为科创板、主板和创业板。然而，值得注意的是，由于A股业绩预告披露全面实施有条件强制披露，即仅业绩波动较大的公司必须强制披露，其他公司不作强制披露要求。主动披露的公司可能大部分业绩表现较好，当前公布的业绩增速情况或存在高估。</p><p><img src=\"https://static.tigerbbs.com/0b44a543068efb79b4b486ff7c06bc38\" tg-width=\"1080\" tg-height=\"286\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h3>二、哪些行业业绩增速环比改善</h3><p>截至2022年1月29日上午10时，2417家上市公司已发布2021Q4业绩预告/快报/年报并披露实际业绩，我们以此为样本，进行基于全部A股的行业业绩分析。</p><p><b>按中信一级行业来看，仅有煤炭和银行连续两期业绩增速环比改善</b>。我们筛选出业绩增速为正、环比改善且披露率大于等于50%的行业。2021Q4业绩增速为正、环比改善且披露率大于等于50%的行业共有16个。<b>其中环比改善幅度最大的前五个行业</b>分别为<b>石油石化</b>（较Q3环比改善86.34个百分点，以下括号内皆同）、<b>基础化工</b>（73.18个百分点）、<b>电子</b>（47.19个百分点）、<b>家电</b>（45.31个百分点）和<b>传媒（</b>44.37个百分点）。而在业绩增速为正、环比改善且披露率大于等于50%的行业中，<b>连续两期环比改善</b>的行业仅有<b>煤炭</b>和<b>银行</b>。</p><p><img src=\"https://static.tigerbbs.com/a0b05c612dab8dd32048f1130f0aad80\" tg-width=\"1080\" tg-height=\"1005\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>按中信二级行业来看，2021Q4业绩增速为正、环比改善且披露率大于等于50%的行业共有43个，环比增幅居于前10的行业包括<b>资产管理Ⅱ、种植业、白色家电Ⅱ、多领域控股Ⅱ、保险Ⅱ、酒店及餐饮、其他化学制品Ⅱ、产业互联网、光学光电和农用化工</b>。而在2021Q4业绩增速为正、环比改善且披露率大于等于50%的中信二级行业中，连续两期业绩环比改善的行业包括<b>白色家电Ⅱ、黑色家电Ⅱ、元器件和生物医药Ⅱ。</b></p><p><img src=\"https://static.tigerbbs.com/7ff86779543f4641e57794a1be36dc7d\" tg-width=\"1060\" tg-height=\"1388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h3>三、哪些行业超预期个股占比居前</h3><p>剔除业绩预告披露个股数量小于5、有市场一致预期个股数量小于5的行业后，我们以各行业中已披露业绩预告的个股为对象，拉取其2021年业绩增速的Wind一致预期值（wind的一致预测口径为180天），并与业绩预告披露增速进行对比，<b>当业绩预告披露增速大于Wind一致预期值，我们将其定义为“业绩超预期个股”，并计算“业绩超预期个股”数量对已披露业绩预告且有市场预期的个股占比，并按这一比值对各板块进行排序。</b></p><p><b>从中信一级行业来看，</b>截至2022年1月29日上午10时，<b>银行</b>板块有19家公司已披露业绩预告，其中18家公司为“业绩超预期”个股，超预期个股占比高达94.74%。超预期个股数量占比在A股排名靠前的行业还包括<b>非银行金融</b>（56.25%）、<b>煤炭</b>（42.86%）、<b>基础化工</b>（41.38%）、<b>有色金属</b>（41.07%）、<b>医药</b>（41.07%）等。而从中信二级行业来看，<b>全国性股份制银行Ⅱ</b>的“超预期个股”占比达到100%，而<b>区域性银行</b>、<b>专营连锁</b>、<b>证券Ⅱ</b>、<b>其他电子零组件Ⅱ</b>、<b>其他化学制品Ⅱ</b>、<b>其他医药医疗</b>、<b>农用化工</b>和<b>物流</b>板块的超预期个股占比也都在50%以上（包括50%）。</p><p><img src=\"https://static.tigerbbs.com/793a88eead21e71d3c32b48fce9ead18\" tg-width=\"1080\" tg-height=\"1155\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/e7df054055f78ddd1c7bd4f22b6da6f6\" tg-width=\"852\" tg-height=\"1102\" referrerpolicy=\"no-referrer\" 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class=\"title\">\n2021Q4业绩预告如何？哪些板块超预期？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 11:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/508515><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>我们在《业绩预告与年初市场结构》的报告中，曾回顾了历年年报业绩预告对市场结构的指引性，结果发现年报业绩预告超预期的板块在年初的表现也更为突出。近期随着年报业绩预告披露进入尾声，我们对2021Q4业绩预告“超预期”的情况进行了梳理，供投资者参考。报告正文一、板块情况：全A业绩环比改善全A近六成公司披露业绩预告。截至2022年1月29日上午10时，A股整体共2417家上市公司发布了2021Q4业绩预告...</p>\n\n<a href=\"http://www.gelonghui.com/p/508515\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d37df08fc08f0ac2466b9b49c053bae7","relate_stocks":{"399006":"创业板指","000001.SH":"上证指数","BK1574":"生物医药B类股","BK1515":"抗疫概念","09939":"开拓药业-B","BK1161":"生物科技"},"source_url":"http://www.gelonghui.com/p/508515","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2208151360","content_text":"我们在《业绩预告与年初市场结构》的报告中，曾回顾了历年年报业绩预告对市场结构的指引性，结果发现年报业绩预告超预期的板块在年初的表现也更为突出。近期随着年报业绩预告披露进入尾声，我们对2021Q4业绩预告“超预期”的情况进行了梳理，供投资者参考。报告正文一、板块情况：全A业绩环比改善全A近六成公司披露业绩预告。截至2022年1月29日上午10时，A股整体共2417家上市公司发布了2021Q4业绩预告/快报/年报，其中实际公布业绩2417家，实际披露率58.09%（仅考虑2020年12月31日之前上市的4161家公司，即剔除上市一年之内的新股），其中：创业板891家上市公司有614家披露完毕，披露率68.91%；中小板并入主板后，主板3014家上市公司有1695家披露，披露率为56.24%；科创板215家公司有105家披露，披露率为48.84%；北交所41家公司有3家披露，披露率为7.32%已披露业绩预告的公司中，属于“预盈”类型的公司占比为55.87%。我们按照业绩预告的类型，分为两组：预盈（包含略增、扭亏、续盈、预增）、预亏（略减、首亏、续亏、预减）。已披露业绩预告类型的2318家上市公司中（部分公司直接披露业绩快报与年报，不纳入业绩预告统计），共1295家为预盈，占比达到55.87%；主板、创业板、科创板和北交所的预盈公司占比分别为55.10%、56.34%、64.00%和100%。据2021年报业绩预告，全A业绩增速环比改善。从已披露业绩预告的公司来看，以2020年为基准，全A  2021Q4业绩增速中位数为50.00%，较2021 Q3环比改善29.27个百分点。其中主板/创业板/科创板的业绩增速中位数分别为51.39%/44.22%/56.36%，分别较2021 Q3环比变动29.49/27.27/30.70个百分点。从已披露业绩预告来看，科创板绝对增速领跑全A，其次是主板，最后是创业板，业绩环比改善幅度亦为科创板、主板和创业板。然而，值得注意的是，由于A股业绩预告披露全面实施有条件强制披露，即仅业绩波动较大的公司必须强制披露，其他公司不作强制披露要求。主动披露的公司可能大部分业绩表现较好，当前公布的业绩增速情况或存在高估。二、哪些行业业绩增速环比改善截至2022年1月29日上午10时，2417家上市公司已发布2021Q4业绩预告/快报/年报并披露实际业绩，我们以此为样本，进行基于全部A股的行业业绩分析。按中信一级行业来看，仅有煤炭和银行连续两期业绩增速环比改善。我们筛选出业绩增速为正、环比改善且披露率大于等于50%的行业。2021Q4业绩增速为正、环比改善且披露率大于等于50%的行业共有16个。其中环比改善幅度最大的前五个行业分别为石油石化（较Q3环比改善86.34个百分点，以下括号内皆同）、基础化工（73.18个百分点）、电子（47.19个百分点）、家电（45.31个百分点）和传媒（44.37个百分点）。而在业绩增速为正、环比改善且披露率大于等于50%的行业中，连续两期环比改善的行业仅有煤炭和银行。按中信二级行业来看，2021Q4业绩增速为正、环比改善且披露率大于等于50%的行业共有43个，环比增幅居于前10的行业包括资产管理Ⅱ、种植业、白色家电Ⅱ、多领域控股Ⅱ、保险Ⅱ、酒店及餐饮、其他化学制品Ⅱ、产业互联网、光学光电和农用化工。而在2021Q4业绩增速为正、环比改善且披露率大于等于50%的中信二级行业中，连续两期业绩环比改善的行业包括白色家电Ⅱ、黑色家电Ⅱ、元器件和生物医药Ⅱ。三、哪些行业超预期个股占比居前剔除业绩预告披露个股数量小于5、有市场一致预期个股数量小于5的行业后，我们以各行业中已披露业绩预告的个股为对象，拉取其2021年业绩增速的Wind一致预期值（wind的一致预测口径为180天），并与业绩预告披露增速进行对比，当业绩预告披露增速大于Wind一致预期值，我们将其定义为“业绩超预期个股”，并计算“业绩超预期个股”数量对已披露业绩预告且有市场预期的个股占比，并按这一比值对各板块进行排序。从中信一级行业来看，截至2022年1月29日上午10时，银行板块有19家公司已披露业绩预告，其中18家公司为“业绩超预期”个股，超预期个股占比高达94.74%。超预期个股数量占比在A股排名靠前的行业还包括非银行金融（56.25%）、煤炭（42.86%）、基础化工（41.38%）、有色金属（41.07%）、医药（41.07%）等。而从中信二级行业来看，全国性股份制银行Ⅱ的“超预期个股”占比达到100%，而区域性银行、专营连锁、证券Ⅱ、其他电子零组件Ⅱ、其他化学制品Ⅱ、其他医药医疗、农用化工和物流板块的超预期个股占比也都在50%以上（包括50%）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083562933,"gmtCreate":1650149504165,"gmtModify":1676534654585,"author":{"id":"3581664705310259","authorId":"3581664705310259","name":"晶峰","avatar":"https://static.tigerbbs.com/d9caff021499b03be6c3c8c4f30eb8da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581664705310259","authorIdStr":"3581664705310259"},"themes":[],"htmlText":"<a 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