boonwt personal page - To The Moon

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2021-09-21

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2021-09-07

Buy Novovax!

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2021-09-02

Novovax, the vaccination the world needs!

2021-09-01

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2021-08-28

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2021-08-26

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2021-08-25

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2021-08-24

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2021-08-23

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2021-08-20

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@tomomeow:$AMC Entertainment(AMC)$even bank is scooping up AMC shares [賤笑] [賤笑] [賤笑]

2021-08-20

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@君临财富:軍工三大王牌賽道！

2021-08-20

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2021-08-17

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2021-08-16

Oh no

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2021-08-14

To the moon!

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2021-08-14

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2021-08-12

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2021-08-12

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2021-08-11

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2021-08-07

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[賤笑]","images":[{"img":"https://static.tigerbbs.com/940aec8a0b3f4496e8e29e0d8bc37ea8","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830523003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838449225,"gmtCreate":1629425767667,"gmtModify":1676530036911,"author":{"id":"3582940622326289","authorId":"3582940622326289","name":"boonwt","avatar":"https://static.tigerbbs.com/e4d5c6d9b0cc6a1498dd442e0259cd8a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582940622326289","authorIdStr":"3582940622326289"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838449225","repostId":"831161215","repostType":1,"repost":{"id":831161215,"gmtCreate":1629293280000,"gmtModify":1676529995260,"author":{"id":"3456272118893210","authorId":"3456272118893210","name":"君临财富","avatar":"https://static.laohu8.com/0801fc56c216d3128416ece862688741","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456272118893210","authorIdStr":"3456272118893210"},"themes":[],"title":"軍工三大王牌賽道！","htmlText":"阿富汗的變天，臺灣的風雲色變，又一次引爆了市場對軍工板塊的熱情！ 軍工的遠景是清晰的，大國要實現軍事實力和經濟實力的匹配。 強國必須強軍，軍強才能國安。 這個總需求的宏圖並不遜色於碳中和下的光伏、新能車，也不弱於國產替代下的半導體。 對此，君臨在《硬科技的下一站！》一文中有着詳細論述，感興趣的朋友可點擊鏈接回顧。 但軍工股的行情，遠未結束，潛力也尚未獲得機構的充分認可。 根據海通證券研究所的統計，21 Q2全基金對軍工行業的重倉持股市值爲969.63億元，持倉比例2.69%，環比微升0.09 pct，小幅超配0.29pct。 相比於16 Q2的持倉比例峯值6.89%，目前持倉水平約爲歷史峯值的39%。 持有軍工股的公募基金可進一步分爲四類：軍工主題基金（主動型）、全市場主動型基金、軍工指數基金（被動型）、全市場債基指基，21 Q2持倉市值佔比分別爲32%、23%、43%、2%。 軍工主題基金和指數基金是軍工股的堅定盟友，但全市場主動型基金纔是觀察機構動向的真正窗口。 糟糕的是，全市場主動型基金對軍工的配置仍然有些追漲殺跌的意思，短炒而已。 機構爲何沒有軍工信仰呢？ 君臨認爲，持續的業績增長才是機構擇股的金標準。 歷史上，軍工股業績增速波動大、難預判，讓機構吃了不少苦頭，何談信仰呢？ 但君臨認爲，這只是黎明前的黑暗。 類比半導體，若軍工板塊整體的業績規模增速更加明朗，軍工板塊的關注度有望像半導體板塊一樣持續提升。 軍工產業的運行邏輯與半導體有一定相似之處： 1）高端製造的技術壁壘高，前期研發、生產投入較多； 2）產業鏈各環節的供應商認證週期長，產品差異化程度較大，客戶壁壘相對較高。 兩個行業具有“易守難攻”的特點，行業發展中前期，在國產化替代境況不明朗，無強催化事件發生的階段，行業盈利增長不穩定，波動幅度較大，公募持倉較低。 一旦成長性得到驗證，遠期價值的高確定性將會受到機構","listText":"阿富汗的變天，臺灣的風雲色變，又一次引爆了市場對軍工板塊的熱情！ 軍工的遠景是清晰的，大國要實現軍事實力和經濟實力的匹配。 強國必須強軍，軍強才能國安。 這個總需求的宏圖並不遜色於碳中和下的光伏、新能車，也不弱於國產替代下的半導體。 對此，君臨在《硬科技的下一站！》一文中有着詳細論述，感興趣的朋友可點擊鏈接回顧。 但軍工股的行情，遠未結束，潛力也尚未獲得機構的充分認可。 根據海通證券研究所的統計，21 Q2全基金對軍工行業的重倉持股市值爲969.63億元，持倉比例2.69%，環比微升0.09 pct，小幅超配0.29pct。 相比於16 Q2的持倉比例峯值6.89%，目前持倉水平約爲歷史峯值的39%。 持有軍工股的公募基金可進一步分爲四類：軍工主題基金（主動型）、全市場主動型基金、軍工指數基金（被動型）、全市場債基指基，21 Q2持倉市值佔比分別爲32%、23%、43%、2%。 軍工主題基金和指數基金是軍工股的堅定盟友，但全市場主動型基金纔是觀察機構動向的真正窗口。 糟糕的是，全市場主動型基金對軍工的配置仍然有些追漲殺跌的意思，短炒而已。 機構爲何沒有軍工信仰呢？ 君臨認爲，持續的業績增長才是機構擇股的金標準。 歷史上，軍工股業績增速波動大、難預判，讓機構吃了不少苦頭，何談信仰呢？ 但君臨認爲，這只是黎明前的黑暗。 類比半導體，若軍工板塊整體的業績規模增速更加明朗，軍工板塊的關注度有望像半導體板塊一樣持續提升。 軍工產業的運行邏輯與半導體有一定相似之處： 1）高端製造的技術壁壘高，前期研發、生產投入較多； 2）產業鏈各環節的供應商認證週期長，產品差異化程度較大，客戶壁壘相對較高。 兩個行業具有“易守難攻”的特點，行業發展中前期，在國產化替代境況不明朗，無強催化事件發生的階段，行業盈利增長不穩定，波動幅度較大，公募持倉較低。 一旦成長性得到驗證，遠期價值的高確定性將會受到機構","text":"阿富汗的變天，臺灣的風雲色變，又一次引爆了市場對軍工板塊的熱情！ 軍工的遠景是清晰的，大國要實現軍事實力和經濟實力的匹配。 強國必須強軍，軍強才能國安。 這個總需求的宏圖並不遜色於碳中和下的光伏、新能車，也不弱於國產替代下的半導體。 對此，君臨在《硬科技的下一站！》一文中有着詳細論述，感興趣的朋友可點擊鏈接回顧。 但軍工股的行情，遠未結束，潛力也尚未獲得機構的充分認可。 根據海通證券研究所的統計，21 Q2全基金對軍工行業的重倉持股市值爲969.63億元，持倉比例2.69%，環比微升0.09 pct，小幅超配0.29pct。 相比於16 Q2的持倉比例峯值6.89%，目前持倉水平約爲歷史峯值的39%。 持有軍工股的公募基金可進一步分爲四類：軍工主題基金（主動型）、全市場主動型基金、軍工指數基金（被動型）、全市場債基指基，21 Q2持倉市值佔比分別爲32%、23%、43%、2%。 軍工主題基金和指數基金是軍工股的堅定盟友，但全市場主動型基金纔是觀察機構動向的真正窗口。 糟糕的是，全市場主動型基金對軍工的配置仍然有些追漲殺跌的意思，短炒而已。 機構爲何沒有軍工信仰呢？ 君臨認爲，持續的業績增長才是機構擇股的金標準。 歷史上，軍工股業績增速波動大、難預判，讓機構吃了不少苦頭，何談信仰呢？ 但君臨認爲，這只是黎明前的黑暗。 類比半導體，若軍工板塊整體的業績規模增速更加明朗，軍工板塊的關注度有望像半導體板塊一樣持續提升。 軍工產業的運行邏輯與半導體有一定相似之處： 1）高端製造的技術壁壘高，前期研發、生產投入較多； 2）產業鏈各環節的供應商認證週期長，產品差異化程度較大，客戶壁壘相對較高。 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