Tyliew personal page - To The Moon

Tyliew

Tyliew

No personal profile

190Follow

14Followers

0Topic

0Badge

2023-04-07

$亚马逊(AMZN)$

2023-04-05

[鼓掌] [强]

Sorry, the original content has been removed

2023-03-30

[强]

@美港电讯APP:2023年科技股上演一路“狂飆”？

2023-03-30

y

@首席消费官:【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）

2023-03-20

‌[惊讶] ‌

Sorry, the original content has been removed

2023-03-16

$亚马逊(AMZN)$ [生气]

2023-03-13

$Farfetch Ltd(FTCH)$ [得意]

2023-03-13

$老虎证券(TIGR)$ [流泪]

2023-03-12

$亚马逊(AMZN)$ [得意]

2023-03-03

😄

@中国基金报:突發利空！600億白馬一字跌停，60多萬手封死！剛剛，易綱重磅發聲！信息量很大

2023-03-02

😀😃

@Specialist Share Education: Early Stage Stocks - the Opportunity of the Decade?

2023-01-26

[惊讶]

Sorry, the original content has been removed

2023-01-22

$亚马逊(AMZN)$

2023-01-19

$亚马逊(AMZN)$

2023-01-17

[得意]

@氨基观察:CD47靶點拓荒之旅，距離真相越來越近

2023-01-05

[惊讶]

Sorry, the original content has been removed

2023-01-05

[得意]

Sorry, the original content has been removed

2023-01-05

[呆住]

Sorry, the original content has been removed

2023-01-04

$虎牙(HUYA)$ [得意] [财迷]

2023-01-04

[暗中观察]

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3586350955637820","uuid":"3586350955637820","gmtCreate":1623729041902,"gmtModify":1704447494241,"name":"Tyliew","pinyin":"tyliew","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":14,"headSize":190,"tweetSize":659,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":32,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.06","exceedPercentage":"80.29%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.11","exceedPercentage":"80.41%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":653670082,"gmtCreate":1680854753347,"gmtModify":1680854753347,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/a95e78091bb11390a657458b55d6f707","width":"2360","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/653670082","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948698920,"gmtCreate":1680692718861,"gmtModify":1680692722519,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[鼓掌]&nbsp;[强]&nbsp;","listText":"[鼓掌]&nbsp;[强]&nbsp;","text":"[鼓掌] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948698920","repostId":"1129840666","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941829099,"gmtCreate":1680140407211,"gmtModify":1680140410647,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941829099","repostId":"659532252","repostType":1,"repost":{"id":659532252,"gmtCreate":1680138999877,"gmtModify":1680139846725,"author":{"id":"3474364984991596","authorId":"3474364984991596","name":"美港电讯APP","avatar":"https://static.tigerbbs.com/07fc4dd12655ae04e389a2e9b8308cb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474364984991596","authorIdStr":"3474364984991596"},"themes":[],"title":"2023年科技股上演一路“狂飆”？","htmlText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","listText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","text":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， $標普500(.SPX)$ 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 $賽富時(CRM)$ 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","images":[{"img":"https://static.tigerbbs.com/3e4950f49e5da14f65cd7d38dd96b08d","width":"635","height":"467"},{"img":"https://static.tigerbbs.com/6d38ddfe733095ee68d08f01e197182d","width":"635","height":"450"},{"img":"https://static.tigerbbs.com/e35c7e707e489384d532342779592a0e","width":"817","height":"320"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659532252","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941820792,"gmtCreate":1680140393117,"gmtModify":1680140396833,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"y","listText":"y","text":"y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941820792","repostId":"659519134","repostType":1,"repost":{"id":659519134,"gmtCreate":1680140130630,"gmtModify":1680140216756,"author":{"id":"3472778809742911","authorId":"3472778809742911","name":"首席消费官","avatar":"https://static.tigerbbs.com/20ea29a21d2a4d13a41a9a44d28e8cc5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472778809742911","authorIdStr":"3472778809742911"},"themes":[],"htmlText":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","listText":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","text":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","images":[{"img":"https://static.tigerbbs.com/fe35cbe8f78a5d075df1de83f5455e18","width":"788","height":"809"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659519134","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943164648,"gmtCreate":1679291936485,"gmtModify":1679291940234,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"‌<a href=\"\">[惊讶]&nbsp;</a>‌","listText":"‌<a href=\"\">[惊讶]&nbsp;</a>‌","text":"‌[惊讶] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943164648","repostId":"2320157725","repostType":4,"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949749389,"gmtCreate":1678926565741,"gmtModify":1678926569353,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[生气]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[生气]&nbsp;","text":"$亚马逊(AMZN)$ [生气]","images":[{"img":"https://community-static.tradeup.com/news/43d9533d29351ca849313badb58f228c","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949749389","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949254831,"gmtCreate":1678711374524,"gmtModify":1678711376853,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","text":"$Farfetch Ltd(FTCH)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/4a43ab53fd0b1a155c8fa8efed62b1f6","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949254831","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949255257,"gmtCreate":1678710978380,"gmtModify":1678710982462,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","text":"$老虎证券(TIGR)$ [流泪]","images":[{"img":"https://community-static.tradeup.com/news/3f07542a6e3ec004441b67cd4f1023cb","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949255257","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":2,"crmLevelSwitch":1,"idStr":"3565163058838010","authorIdStr":"3565163058838010"},"content":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","text":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","html":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949614448,"gmtCreate":1678587419684,"gmtModify":1678587422996,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","text":"$亚马逊(AMZN)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/fbeac8e783dc6f644a48545ffa3db424","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949614448","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940861545,"gmtCreate":1677814525187,"gmtModify":1677814529228,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940861545","repostId":"627079651","repostType":1,"repost":{"id":627079651,"gmtCreate":1677812280000,"gmtModify":1677814099008,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"突發利空！600億白馬一字跌停，60多萬手封死！剛剛，易綱重磅發聲！信息量很大","htmlText":"中國基金報記者 晨曦大家好！又到了美好的週五，來一起關注今天市場的開盤情況及最新資訊~3月3日上午，上證指數高開0.12%，深證成指漲0.11%，創業板指漲0.21%。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;盤面上，芯片行業連迎利好提振信心，MCU、Chiplet、存儲器概念漲幅居前；計算機、通信回調，昨日火熱的時空大數據、ChatGPT題材領跌，浪潮信息一字跌停，中國電信開盤跌超2%。截至發稿，深證成指、創業板指相繼轉跌，上證指數維持高位震盪。港股市場上，三大指數又是集體高開的一天：恆指高開1.34%，恆生國企指數漲1.61%，恆生科技指數漲2.58%。科技股普漲，百度漲4.5%領漲藍籌；嗶哩嗶哩績後漲超10%，小鵬汽車、京東漲近4%。來看詳情——數字概念啞火？浪潮信息一字跌停昨日市場還在爭論，浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤，兩家便雙雙出現大跌。3月3日上午開盤，浪潮信息即走出一字跌停，股價跌至38.84元/股，市值569億元。截至發稿，浪潮科技賣1封單接近66萬手。股吧內，股民們也是吵翻了天，紛紛追問跌停原因。有股民猜測稱，浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息，美國商務部當地時間3月2日發佈公告，以涉及國家安全等無理理由，將28箇中國實體列入實體清單，包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息，浪潮信息迴應媒體稱，公司正在進一步覈實評估 ，暫無更多信息同步。作爲數字經濟的行業巨頭，浪潮信息近期股價大漲，即便在今日大跌之際，其今年以來股價漲幅也達到了80.48%，最近20日漲幅59.05%。昨日晚間，浪潮信息發佈投資者關係活動記錄表顯示，浪潮信息接受機構調研時表示，公司主要客戶需求穩定，並積極拓展行業中小客戶及其","listText":"中國基金報記者 晨曦大家好！又到了美好的週五，來一起關注今天市場的開盤情況及最新資訊~3月3日上午，上證指數高開0.12%，深證成指漲0.11%，創業板指漲0.21%。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;盤面上，芯片行業連迎利好提振信心，MCU、Chiplet、存儲器概念漲幅居前；計算機、通信回調，昨日火熱的時空大數據、ChatGPT題材領跌，浪潮信息一字跌停，中國電信開盤跌超2%。截至發稿，深證成指、創業板指相繼轉跌，上證指數維持高位震盪。港股市場上，三大指數又是集體高開的一天：恆指高開1.34%，恆生國企指數漲1.61%，恆生科技指數漲2.58%。科技股普漲，百度漲4.5%領漲藍籌；嗶哩嗶哩績後漲超10%，小鵬汽車、京東漲近4%。來看詳情——數字概念啞火？浪潮信息一字跌停昨日市場還在爭論，浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤，兩家便雙雙出現大跌。3月3日上午開盤，浪潮信息即走出一字跌停，股價跌至38.84元/股，市值569億元。截至發稿，浪潮科技賣1封單接近66萬手。股吧內，股民們也是吵翻了天，紛紛追問跌停原因。有股民猜測稱，浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息，美國商務部當地時間3月2日發佈公告，以涉及國家安全等無理理由，將28箇中國實體列入實體清單，包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息，浪潮信息迴應媒體稱，公司正在進一步覈實評估 ，暫無更多信息同步。作爲數字經濟的行業巨頭，浪潮信息近期股價大漲，即便在今日大跌之際，其今年以來股價漲幅也達到了80.48%，最近20日漲幅59.05%。昨日晚間，浪潮信息發佈投資者關係活動記錄表顯示，浪潮信息接受機構調研時表示，公司主要客戶需求穩定，並積極拓展行業中小客戶及其","text":"中國基金報記者 晨曦大家好！又到了美好的週五，來一起關注今天市場的開盤情況及最新資訊~3月3日上午，上證指數高開0.12%，深證成指漲0.11%，創業板指漲0.21%。 盤面上，芯片行業連迎利好提振信心，MCU、Chiplet、存儲器概念漲幅居前；計算機、通信回調，昨日火熱的時空大數據、ChatGPT題材領跌，浪潮信息一字跌停，中國電信開盤跌超2%。截至發稿，深證成指、創業板指相繼轉跌，上證指數維持高位震盪。港股市場上，三大指數又是集體高開的一天：恆指高開1.34%，恆生國企指數漲1.61%，恆生科技指數漲2.58%。科技股普漲，百度漲4.5%領漲藍籌；嗶哩嗶哩績後漲超10%，小鵬汽車、京東漲近4%。來看詳情——數字概念啞火？浪潮信息一字跌停昨日市場還在爭論，浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤，兩家便雙雙出現大跌。3月3日上午開盤，浪潮信息即走出一字跌停，股價跌至38.84元/股，市值569億元。截至發稿，浪潮科技賣1封單接近66萬手。股吧內，股民們也是吵翻了天，紛紛追問跌停原因。有股民猜測稱，浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息，美國商務部當地時間3月2日發佈公告，以涉及國家安全等無理理由，將28箇中國實體列入實體清單，包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息，浪潮信息迴應媒體稱，公司正在進一步覈實評估 ，暫無更多信息同步。作爲數字經濟的行業巨頭，浪潮信息近期股價大漲，即便在今日大跌之際，其今年以來股價漲幅也達到了80.48%，最近20日漲幅59.05%。昨日晚間，浪潮信息發佈投資者關係活動記錄表顯示，浪潮信息接受機構調研時表示，公司主要客戶需求穩定，並積極拓展行業中小客戶及其","images":[{"img":"https://static.tigerbbs.com/33e89665b5ac4838831f5ddd34c49246","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/6e7d439b972d4284ac397b96f0f7438b","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/a41bca75d87647bea623b9dfdf8469a9","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627079651","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940147827,"gmtCreate":1677771226870,"gmtModify":1677771231393,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"😀😃","listText":"😀😃","text":"😀😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940147827","repostId":"9940146293","repostType":1,"repost":{"id":9940146293,"gmtCreate":1677770096913,"gmtModify":1677771001644,"author":{"id":"10000000000010734","authorId":"10000000000010734","name":"Specialist Share Education","avatar":"https://community-static.tradeup.com/news/b5f0bf52afb22b8aeba68587e148845d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010734","authorIdStr":"10000000000010734"},"themes":[],"htmlText":"\n \n \n  Early Stage Stocks - the Opportunity of the Decade?\n \n","listText":"Early Stage Stocks - the Opportunity of the Decade?","text":"Early Stage Stocks - the Opportunity of the Decade?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940146293","isVote":1,"tweetType":2,"object":{"id":"0698fbbdfdaf414d8d1aaa461276caeb","tweetId":"9940146293","title":"Early Stage Stocks - the Opportunity of the Decade?","videoUrl":"http://v.tigerbbs.com/16777700895804bcdb9352f29f8d83d14ac8421260ce8.mp4","poster":"https://static.tigerbbs.com/2504276434f603ef73948170ffb8ea5a","shareLink":"http://v.tigerbbs.com/16777700895804bcdb9352f29f8d83d14ac8421260ce8.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952291835,"gmtCreate":1674725419128,"gmtModify":1676538955448,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952291835","repostId":"2306450075","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952962266,"gmtCreate":1674360553356,"gmtModify":1676538938204,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/a0f3554632c7437c155d78f15148c34d","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952962266","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956411291,"gmtCreate":1674122649113,"gmtModify":1676538925144,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/0f4fa9a88e378b6b68a02ffb5bb3e3a8","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956411291","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956888778,"gmtCreate":1673964166095,"gmtModify":1676538909226,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956888778","repostId":"626146378","repostType":1,"repost":{"id":626146378,"gmtCreate":1673962877196,"gmtModify":1676538909183,"author":{"id":"3534319194958311","authorId":"3534319194958311","name":"氨基观察","avatar":"https://static.tigerbbs.com/89e799281895c84ffec5a478339a0d7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534319194958311","authorIdStr":"3534319194958311"},"themes":[],"title":"CD47靶點拓荒之旅，距離真相越來越近","htmlText":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","listText":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","text":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","images":[{"img":"https://static.tigerbbs.com/f7e62c5a0f50cbe21bf8a881ab852847","width":"1080","height":"460"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626146378","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959150707,"gmtCreate":1672933592909,"gmtModify":1676538759939,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959150707","repostId":"1175237131","repostType":4,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959105288,"gmtCreate":1672922274944,"gmtModify":1676538758182,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959105288","repostId":"1173847636","repostType":4,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959109865,"gmtCreate":1672920175458,"gmtModify":1676538757978,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959109865","repostId":"1148970194","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950506533,"gmtCreate":1672784671722,"gmtModify":1676538735706,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HUYA\">$虎牙(HUYA)$ &nbsp;</a>[得意]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://ttm.financial/S/HUYA\">$虎牙(HUYA)$ &nbsp;</a>[得意]&nbsp;[财迷]&nbsp;","text":"$虎牙(HUYA)$ [得意] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950506533","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950276682,"gmtCreate":1672782953946,"gmtModify":1676538735440,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[暗中观察]&nbsp;","listText":"[暗中观察]&nbsp;","text":"[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950276682","repostId":"2300646822","repostType":2,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":653670082,"gmtCreate":1680854753347,"gmtModify":1680854753347,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/a95e78091bb11390a657458b55d6f707","width":"2360","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/653670082","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949255257,"gmtCreate":1678710978380,"gmtModify":1678710982462,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","text":"$老虎证券(TIGR)$ [流泪]","images":[{"img":"https://community-static.tradeup.com/news/3f07542a6e3ec004441b67cd4f1023cb","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949255257","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3565163058838010","idStr":"3565163058838010"},"content":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","text":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","html":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949614448,"gmtCreate":1678587419684,"gmtModify":1678587422996,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","text":"$亚马逊(AMZN)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/fbeac8e783dc6f644a48545ffa3db424","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949614448","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966834489,"gmtCreate":1669477496942,"gmtModify":1676538200550,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$老虎证券(TIGR)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966834489","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069910254,"gmtCreate":1651216571136,"gmtModify":1676534872449,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069910254","repostId":"1128249329","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929147814,"gmtCreate":1670632062638,"gmtModify":1676538407465,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$哔哩哔哩(BILI)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929147814","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092990686,"gmtCreate":1644504049750,"gmtModify":1676533934384,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092990686","repostId":"1148471486","repostType":4,"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949254831,"gmtCreate":1678711374524,"gmtModify":1678711376853,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","text":"$Farfetch Ltd(FTCH)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/4a43ab53fd0b1a155c8fa8efed62b1f6","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949254831","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952291835,"gmtCreate":1674725419128,"gmtModify":1676538955448,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952291835","repostId":"2306450075","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952962266,"gmtCreate":1674360553356,"gmtModify":1676538938204,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/a0f3554632c7437c155d78f15148c34d","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952962266","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956888778,"gmtCreate":1673964166095,"gmtModify":1676538909226,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956888778","repostId":"626146378","repostType":1,"repost":{"id":626146378,"gmtCreate":1673962877196,"gmtModify":1676538909183,"author":{"id":"3534319194958311","authorId":"3534319194958311","name":"氨基观察","avatar":"https://static.tigerbbs.com/89e799281895c84ffec5a478339a0d7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534319194958311","idStr":"3534319194958311"},"themes":[],"title":"CD47靶點拓荒之旅，距離真相越來越近","htmlText":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","listText":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","text":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","images":[{"img":"https://static.tigerbbs.com/f7e62c5a0f50cbe21bf8a881ab852847","width":"1080","height":"460"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626146378","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968463429,"gmtCreate":1669295032462,"gmtModify":1676538179952,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$老虎证券(TIGR)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968463429","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968879457,"gmtCreate":1669191747979,"gmtModify":1676538165100,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$阿里巴巴-SW(09988)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968879457","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984397798,"gmtCreate":1667529534815,"gmtModify":1676537932660,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$阿里巴巴-SW(09988)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984397798","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982262029,"gmtCreate":1667188128062,"gmtModify":1676537873978,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$</a><v-v data-views=\"0\"></v-v>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$</a><v-v data-views=\"0\"></v-v>[呆住]&nbsp;","text":"$阿里巴巴-SW(09988)$[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982262029","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988619016,"gmtCreate":1666742854235,"gmtModify":1676537798023,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$亚马逊(AMZN)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988619016","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989405943,"gmtCreate":1666055078582,"gmtModify":1676537697864,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$特斯拉(TSLA)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989405943","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932190553,"gmtCreate":1662887441973,"gmtModify":1676537158226,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932190553","repostId":"1156732473","repostType":4,"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948698920,"gmtCreate":1680692718861,"gmtModify":1680692722519,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[鼓掌]&nbsp;[强]&nbsp;","listText":"[鼓掌]&nbsp;[强]&nbsp;","text":"[鼓掌] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948698920","repostId":"1129840666","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941829099,"gmtCreate":1680140407211,"gmtModify":1680140410647,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941829099","repostId":"659532252","repostType":1,"repost":{"id":659532252,"gmtCreate":1680138999877,"gmtModify":1680139846725,"author":{"id":"3474364984991596","authorId":"3474364984991596","name":"美港电讯APP","avatar":"https://static.tigerbbs.com/07fc4dd12655ae04e389a2e9b8308cb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3474364984991596","idStr":"3474364984991596"},"themes":[],"title":"2023年科技股上演一路“狂飆”？","htmlText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","listText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","text":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， $標普500(.SPX)$ 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 $賽富時(CRM)$ 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","images":[{"img":"https://static.tigerbbs.com/3e4950f49e5da14f65cd7d38dd96b08d","width":"635","height":"467"},{"img":"https://static.tigerbbs.com/6d38ddfe733095ee68d08f01e197182d","width":"635","height":"450"},{"img":"https://static.tigerbbs.com/e35c7e707e489384d532342779592a0e","width":"817","height":"320"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659532252","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}