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骑着牛打篮球

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骑着牛打篮球

2023-04-16

What a nice event hahahahah

骑着牛打篮球

2023-01-11

You

@读懂财经:涌動的暗流：百億乳腺癌市場的王朝更迭

骑着牛打篮球

2023-01-11

Bsj

@中国建筑国际:點贊“開門紅”！MiC在魯迎來新應用

骑着牛打篮球

2023-01-11

Hsjz

@laoduo:作文是假，買入是真！

骑着牛打篮球

2023-01-11

Nice

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

骑着牛打篮球

2023-01-11

Ushdj

骑着牛打篮球

2023-01-09

Vv

@皮皮皮皮pi:有沒有人換一號啊家人們[憤怒] [憤怒] [憤怒] [憤怒] [憤怒] [憤怒]

骑着牛打篮球

2023-01-07

Bxbz1

骑着牛打篮球

2022-12-16

Hxb

骑着牛打篮球

2022-12-11

vc

骑着牛打篮球

2022-12-06

$标普500ETF(SPY)$ [财迷]

骑着牛打篮球

2022-12-03

[得意]

骑着牛打篮球

2022-12-02

$标普500(.SPX)$ [呆住]

骑着牛打篮球

2022-12-02

[愤怒]

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作者 |&nbsp;方濤之 編輯 |&nbsp;袁卓 被稱爲粉紅殺手的乳腺癌，是女性發病率第一的惡性腫瘤，也是全球危害最大的癌種。 世界衛生組織發佈的數據顯示，2020年全球乳腺癌新增人數達226 萬，首次超過肺癌，成爲“全球第一大癌症”。 在這個冰冷的數字背後，有着極大的臨牀未滿足需求，也有着龐大的商業世界。弗若斯特沙利文預測，2022年全球乳腺癌藥物市場將達369億美元。 對此，衆多藥企虎視眈眈。在這一超級市場，“藥王”無定數。羅氏，一度是霸主，如今在專利懸崖和創新挑戰者的雙重夾擊之下，漸漸式微。 作爲挑戰者，阿斯利康來勢洶洶，甚至喊出了“重新定義乳腺癌治療”的口號，大有成爲“繼承人”的勢頭。 百億乳腺癌治療市場暗流涌動，一場王朝更迭的好戲似乎正在上演。 / 01&nbsp;/ 羅氏“告別”乳腺癌王座 羅氏曾是乳腺癌領域的霸主。 治療乳腺癌的靶向藥物，主要分爲抗體類藥物和小分子化合物兩種，前者包括曲妥珠單抗、帕妥珠單抗，後者包括拉帕替尼、奧拉柏利、帕布昔利布等。 其中，佔據主導地位的是抗體類藥物，羅氏正是該領域的主導者。具體來說，羅氏旗下的HER2單抗曲妥珠單抗和帕妥珠單抗，以及HER2 ADC藥物T-DM1，覆蓋了乳腺癌最爲重要的靶點——HER2的方方面面。 2019年巔峯時期，三款藥物銷售額合計達109億瑞士法郎，佔羅氏製藥業務總收入比重20%以上，是羅氏當之無愧的頂樑柱。 得益於三款藥物的助攻，羅氏常年盤踞全球藥王寶座。不過，花無百日紅，人無千日好。2019年之後，形勢發生了變化。 一方面，曲妥珠單抗、帕託珠單抗迎來專利懸崖。在生物類似藥的挑戰下，兩款藥物收入急轉直下：2021年，曲妥珠單抗與利妥昔單抗的銷售額，分別下滑37%和28%。 另一方面，DS-8201的橫空出世，T-DM1遭遇挑戰。頭對頭擊敗TDM-1之後，DS-8","listText":"©讀懂財經·生物醫藥組原創/出品 作者 |&nbsp;方濤之 編輯 |&nbsp;袁卓 被稱爲粉紅殺手的乳腺癌，是女性發病率第一的惡性腫瘤，也是全球危害最大的癌種。 世界衛生組織發佈的數據顯示，2020年全球乳腺癌新增人數達226 萬，首次超過肺癌，成爲“全球第一大癌症”。 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百億乳腺癌治療市場暗流涌動，一場王朝更迭的好戲似乎正在上演。 / 01 / 羅氏“告別”乳腺癌王座 羅氏曾是乳腺癌領域的霸主。 治療乳腺癌的靶向藥物，主要分爲抗體類藥物和小分子化合物兩種，前者包括曲妥珠單抗、帕妥珠單抗，後者包括拉帕替尼、奧拉柏利、帕布昔利布等。 其中，佔據主導地位的是抗體類藥物，羅氏正是該領域的主導者。具體來說，羅氏旗下的HER2單抗曲妥珠單抗和帕妥珠單抗，以及HER2 ADC藥物T-DM1，覆蓋了乳腺癌最爲重要的靶點——HER2的方方面面。 2019年巔峯時期，三款藥物銷售額合計達109億瑞士法郎，佔羅氏製藥業務總收入比重20%以上，是羅氏當之無愧的頂樑柱。 得益於三款藥物的助攻，羅氏常年盤踞全球藥王寶座。不過，花無百日紅，人無千日好。2019年之後，形勢發生了變化。 一方面，曲妥珠單抗、帕託珠單抗迎來專利懸崖。在生物類似藥的挑戰下，兩款藥物收入急轉直下：2021年，曲妥珠單抗與利妥昔單抗的銷售額，分別下滑37%和28%。 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點贊“開門紅” 近日 中國建築國際集團 MiC裝配式建造技術 在魯迎來新應用 一起來看~ 山東首個 MiC模塊化建造學校落地濟南 本月，公司中標山東首個MiC模塊化建造學校項目——濟南泉海學校MiC項目。該項目位於山東濟南中區九曲片區，爲九年一貫制學校擴建工程，採用EPC模式設計建造，引入鋼結構+MiC模塊化集成建造技術。項目規劃建設普通教室、辦公室、學科教室、多功能教室等，同時配套實施道路、鋪裝、綠化、管線綜合、運動場地等室外工程。總建築面積16034.59平方米，地上4層，規劃建設321個MiC箱體，精裝修交付，計劃工期150天。 &lt; 左右滑動查看更多 &gt; 濟南泉海學校MiC項目是MiC建造技術走進山東校園的“第一步”，它將把綠色化建造、工業化建造、智慧化建造和國際化建造的建築理念進一步推向山東。該項目建成後將完善當地學校硬件設施、優化辦學條件、增加學位數量，加快導入優質教育資源，助力濟南市義務教育工作健康發展。 山東煙臺濱海健康驛站項目 完成MiC箱體吊裝 1月5日，山東煙臺濱海健康驛站項目完成全部MiC箱體吊裝，共計16層352個箱體，標誌着項目MiC模塊化快速建造階段順利收尾。 &lt; 左右滑動查看更多 &gt; 吊裝施工階段，項目團隊克服了惡劣天氣、疫情高峯、遠途運輸、施工區狹窄等重重困難，運用中國建築國際自主研發的C-SMART智慧工地系統、BIM可視化技術等，提高施工管理精度和效率，實現MiC箱體預製、運輸、吊裝等全過程數字化管理監控。下一步，項目將進行機電接駁安裝、裝飾裝修及玻璃幕牆施工，預計2023年7月底竣工交付。 責編：王爽，尹昊 校對：陳佩瑤，張宇帆 審覈：陳誠，裴培，王玉彬 歡迎轉載並請註明來源！ 內容來源：中建國際投資（山東）有限公司 &nbsp; 往期回顧&nbsp;&nbsp; 184天！國內最高的鋼結構","listText":"新年新氣象 點贊“開門紅” 近日 中國建築國際集團 MiC裝配式建造技術 在魯迎來新應用 一起來看~ 山東首個 MiC模塊化建造學校落地濟南 本月，公司中標山東首個MiC模塊化建造學校項目——濟南泉海學校MiC項目。該項目位於山東濟南中區九曲片區，爲九年一貫制學校擴建工程，採用EPC模式設計建造，引入鋼結構+MiC模塊化集成建造技術。項目規劃建設普通教室、辦公室、學科教室、多功能教室等，同時配套實施道路、鋪裝、綠化、管線綜合、運動場地等室外工程。總建築面積16034.59平方米，地上4層，規劃建設321個MiC箱體，精裝修交付，計劃工期150天。 &lt; 左右滑動查看更多 &gt; 濟南泉海學校MiC項目是MiC建造技術走進山東校園的“第一步”，它將把綠色化建造、工業化建造、智慧化建造和國際化建造的建築理念進一步推向山東。該項目建成後將完善當地學校硬件設施、優化辦學條件、增加學位數量，加快導入優質教育資源，助力濟南市義務教育工作健康發展。 山東煙臺濱海健康驛站項目 完成MiC箱體吊裝 1月5日，山東煙臺濱海健康驛站項目完成全部MiC箱體吊裝，共計16層352個箱體，標誌着項目MiC模塊化快速建造階段順利收尾。 &lt; 左右滑動查看更多 &gt; 吊裝施工階段，項目團隊克服了惡劣天氣、疫情高峯、遠途運輸、施工區狹窄等重重困難，運用中國建築國際自主研發的C-SMART智慧工地系統、BIM可視化技術等，提高施工管理精度和效率，實現MiC箱體預製、運輸、吊裝等全過程數字化管理監控。下一步，項目將進行機電接駁安裝、裝飾裝修及玻璃幕牆施工，預計2023年7月底竣工交付。 責編：王爽，尹昊 校對：陳佩瑤，張宇帆 審覈：陳誠，裴培，王玉彬 歡迎轉載並請註明來源！ 內容來源：中建國際投資（山東）有限公司 &nbsp; 往期回顧&nbsp;&nbsp; 184天！國內最高的鋼結構","text":"新年新氣象 點贊“開門紅” 近日 中國建築國際集團 MiC裝配式建造技術 在魯迎來新應用 一起來看~ 山東首個 MiC模塊化建造學校落地濟南 本月，公司中標山東首個MiC模塊化建造學校項目——濟南泉海學校MiC項目。該項目位於山東濟南中區九曲片區，爲九年一貫制學校擴建工程，採用EPC模式設計建造，引入鋼結構+MiC模塊化集成建造技術。項目規劃建設普通教室、辦公室、學科教室、多功能教室等，同時配套實施道路、鋪裝、綠化、管線綜合、運動場地等室外工程。總建築面積16034.59平方米，地上4層，規劃建設321個MiC箱體，精裝修交付，計劃工期150天。 < 左右滑動查看更多 > 濟南泉海學校MiC項目是MiC建造技術走進山東校園的“第一步”，它將把綠色化建造、工業化建造、智慧化建造和國際化建造的建築理念進一步推向山東。該項目建成後將完善當地學校硬件設施、優化辦學條件、增加學位數量，加快導入優質教育資源，助力濟南市義務教育工作健康發展。 山東煙臺濱海健康驛站項目 完成MiC箱體吊裝 1月5日，山東煙臺濱海健康驛站項目完成全部MiC箱體吊裝，共計16層352個箱體，標誌着項目MiC模塊化快速建造階段順利收尾。 < 左右滑動查看更多 > 吊裝施工階段，項目團隊克服了惡劣天氣、疫情高峯、遠途運輸、施工區狹窄等重重困難，運用中國建築國際自主研發的C-SMART智慧工地系統、BIM可視化技術等，提高施工管理精度和效率，實現MiC箱體預製、運輸、吊裝等全過程數字化管理監控。下一步，項目將進行機電接駁安裝、裝飾裝修及玻璃幕牆施工，預計2023年7月底竣工交付。 責編：王爽，尹昊 校對：陳佩瑤，張宇帆 審覈：陳誠，裴培，王玉彬 歡迎轉載並請註明來源！ 內容來源：中建國際投資（山東）有限公司 往期回顧 184天！國內最高的鋼結構","images":[{"img":"https://static.tigerbbs.com/c976bb2bfe214e7bbfbdef3a094f80ee"},{"img":"https://static.tigerbbs.com/f01abc2770ef46988b6f3b44c8f703cc"},{"img":"https://static.tigerbbs.com/c144222bf13049159c363ea49bed9b8d"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628409478","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951322829,"gmtCreate":1673401684561,"gmtModify":1676538830913,"author":{"id":"4131590987681202","authorId":"4131590987681202","name":"骑着牛打篮球","avatar":"https://community-static.tradeup.com/news/fa136db92cb4600cd21e28b3e394b2c1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hsjz","listText":"Hsjz","text":"Hsjz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951322829","repostId":"628409610","repostType":1,"repost":{"id":628409610,"gmtCreate":1673375580000,"gmtModify":1676538830684,"author":{"id":"3558066950260581","authorId":"3558066950260581","name":"laoduo","avatar":"https://static.tigerbbs.com/9e925a0dfca0703cb34246c34fad6f0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"作文是假，買入是真！","htmlText":"今天市場傳聞的新能源車小作文，甚至都不需要澄清。因爲編的實在太假，從邏輯角度都站不住腳。之所以現在市場各種靠作文來引導行情，還是短期缺乏政策主線的緣故。有政策可引導，何必看作文炒股？但假歸假，大筆資金買入是真金白銀的進場。是大資金也信作文嗎？當然不是的。我已經在前面的文章寫過了這個現象，本質是北向做先鋒，內資做跟進。內資是不會去做低估值板塊先鋒的，因爲要糾結的事情太多了。比如今年消費如何刺激，政策是否達成預期，國內社融能否支持寬鬆，還包括淨值方面如何配置可以跑贏同行。衆多糾結之下，多數機構都會選擇做右側炒作，等行情起來了再跟進。這是必然的結果，雖然成本高，但勝率也高。所以北向大舉買入之後，內資跟進是必然結果。無論今天有沒有作文，大資金都會買入新能源等低估值板塊，只是有這個作文，更能吸引散戶跟風罷了。在昨天的節前行情提示中，已經很明確寫了這個思路，可以再複習：節前行情須知！劃一個重點！春節期間，北向會持續買入，內資會持續跟風。但隨着後續的交易日，內資機構逐步進入假期狀態，可能會縮量，萎靡。所以要珍惜這周的交易時間，下週再給你做T的時間不多了。再看看行業的基本面。乘聯會：12月新能源乘用車批發銷量達到75.0萬輛，同比增長48.9%，環比增2.5%，在車購稅減半政策下，新能源車不僅沒有受到影響，反而持續走強。也有特斯拉降價後接到了3萬訂單的報喜消息，果然還是真香效應。是大衆沒錢消費嗎？我看並不是，居民存款還在增加。12月末，本外幣存款餘額264.45萬億元，同比增長10.8%。居民資產很明顯依然在強調保守防禦而非支出。這也是內資機構中宏觀大師們最糾結的地方。錢都存起來了，消費何去何從？但這個與股市並不正相關。很懂宏觀的人，往往會踏空股市的行情。正如22年4月份機構普遍踏空了新能源的原因一樣，就是因爲基金經理們太懂社會經濟面，反而錯失了市場機會。在各路宏觀大師一片質疑聲，市場走出","listText":"今天市場傳聞的新能源車小作文，甚至都不需要澄清。因爲編的實在太假，從邏輯角度都站不住腳。之所以現在市場各種靠作文來引導行情，還是短期缺乏政策主線的緣故。有政策可引導，何必看作文炒股？但假歸假，大筆資金買入是真金白銀的進場。是大資金也信作文嗎？當然不是的。我已經在前面的文章寫過了這個現象，本質是北向做先鋒，內資做跟進。內資是不會去做低估值板塊先鋒的，因爲要糾結的事情太多了。比如今年消費如何刺激，政策是否達成預期，國內社融能否支持寬鬆，還包括淨值方面如何配置可以跑贏同行。衆多糾結之下，多數機構都會選擇做右側炒作，等行情起來了再跟進。這是必然的結果，雖然成本高，但勝率也高。所以北向大舉買入之後，內資跟進是必然結果。無論今天有沒有作文，大資金都會買入新能源等低估值板塊，只是有這個作文，更能吸引散戶跟風罷了。在昨天的節前行情提示中，已經很明確寫了這個思路，可以再複習：節前行情須知！劃一個重點！春節期間，北向會持續買入，內資會持續跟風。但隨着後續的交易日，內資機構逐步進入假期狀態，可能會縮量，萎靡。所以要珍惜這周的交易時間，下週再給你做T的時間不多了。再看看行業的基本面。乘聯會：12月新能源乘用車批發銷量達到75.0萬輛，同比增長48.9%，環比增2.5%，在車購稅減半政策下，新能源車不僅沒有受到影響，反而持續走強。也有特斯拉降價後接到了3萬訂單的報喜消息，果然還是真香效應。是大衆沒錢消費嗎？我看並不是，居民存款還在增加。12月末，本外幣存款餘額264.45萬億元，同比增長10.8%。居民資產很明顯依然在強調保守防禦而非支出。這也是內資機構中宏觀大師們最糾結的地方。錢都存起來了，消費何去何從？但這個與股市並不正相關。很懂宏觀的人，往往會踏空股市的行情。正如22年4月份機構普遍踏空了新能源的原因一樣，就是因爲基金經理們太懂社會經濟面，反而錯失了市場機會。在各路宏觀大師一片質疑聲，市場走出","text":"今天市場傳聞的新能源車小作文，甚至都不需要澄清。因爲編的實在太假，從邏輯角度都站不住腳。之所以現在市場各種靠作文來引導行情，還是短期缺乏政策主線的緣故。有政策可引導，何必看作文炒股？但假歸假，大筆資金買入是真金白銀的進場。是大資金也信作文嗎？當然不是的。我已經在前面的文章寫過了這個現象，本質是北向做先鋒，內資做跟進。內資是不會去做低估值板塊先鋒的，因爲要糾結的事情太多了。比如今年消費如何刺激，政策是否達成預期，國內社融能否支持寬鬆，還包括淨值方面如何配置可以跑贏同行。衆多糾結之下，多數機構都會選擇做右側炒作，等行情起來了再跟進。這是必然的結果，雖然成本高，但勝率也高。所以北向大舉買入之後，內資跟進是必然結果。無論今天有沒有作文，大資金都會買入新能源等低估值板塊，只是有這個作文，更能吸引散戶跟風罷了。在昨天的節前行情提示中，已經很明確寫了這個思路，可以再複習：節前行情須知！劃一個重點！春節期間，北向會持續買入，內資會持續跟風。但隨着後續的交易日，內資機構逐步進入假期狀態，可能會縮量，萎靡。所以要珍惜這周的交易時間，下週再給你做T的時間不多了。再看看行業的基本面。乘聯會：12月新能源乘用車批發銷量達到75.0萬輛，同比增長48.9%，環比增2.5%，在車購稅減半政策下，新能源車不僅沒有受到影響，反而持續走強。也有特斯拉降價後接到了3萬訂單的報喜消息，果然還是真香效應。是大衆沒錢消費嗎？我看並不是，居民存款還在增加。12月末，本外幣存款餘額264.45萬億元，同比增長10.8%。居民資產很明顯依然在強調保守防禦而非支出。這也是內資機構中宏觀大師們最糾結的地方。錢都存起來了，消費何去何從？但這個與股市並不正相關。很懂宏觀的人，往往會踏空股市的行情。正如22年4月份機構普遍踏空了新能源的原因一樣，就是因爲基金經理們太懂社會經濟面，反而錯失了市場機會。在各路宏觀大師一片質疑聲，市場走出","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628409610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951326155,"gmtCreate":1673401552777,"gmtModify":1676538830858,"author":{"id":"4131590987681202","authorId":"4131590987681202","name":"骑着牛打篮球","avatar":"https://community-static.tradeup.com/news/fa136db92cb4600cd21e28b3e394b2c1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951326155","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745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Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! 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另一方面，DS-8201的橫空出世，T-DM1遭遇挑戰。頭對頭擊敗TDM-1之後，DS-8","images":[{"img":"https://static.tigerbbs.com/17f269f2ce504b0c81c0fe6e7d0b4700"},{"img":"https://static.tigerbbs.com/ee34be5b095e4d1685cab11f8ce93f43"},{"img":"https://static.tigerbbs.com/09014702acb94ebc83c1a1168d6c32ea"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628404260","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951322829,"gmtCreate":1673401684561,"gmtModify":1676538830913,"author":{"id":"4131590987681202","authorId":"4131590987681202","name":"骑着牛打篮球","avatar":"https://community-static.tradeup.com/news/fa136db92cb4600cd21e28b3e394b2c1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hsjz","listText":"Hsjz","text":"Hsjz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951322829","repostId":"628409610","repostType":1,"repost":{"id":628409610,"gmtCreate":1673375580000,"gmtModify":1676538830684,"author":{"id":"3558066950260581","authorId":"3558066950260581","name":"laoduo","avatar":"https://static.tigerbbs.com/9e925a0dfca0703cb34246c34fad6f0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"作文是假，買入是真！","htmlText":"今天市場傳聞的新能源車小作文，甚至都不需要澄清。因爲編的實在太假，從邏輯角度都站不住腳。之所以現在市場各種靠作文來引導行情，還是短期缺乏政策主線的緣故。有政策可引導，何必看作文炒股？但假歸假，大筆資金買入是真金白銀的進場。是大資金也信作文嗎？當然不是的。我已經在前面的文章寫過了這個現象，本質是北向做先鋒，內資做跟進。內資是不會去做低估值板塊先鋒的，因爲要糾結的事情太多了。比如今年消費如何刺激，政策是否達成預期，國內社融能否支持寬鬆，還包括淨值方面如何配置可以跑贏同行。衆多糾結之下，多數機構都會選擇做右側炒作，等行情起來了再跟進。這是必然的結果，雖然成本高，但勝率也高。所以北向大舉買入之後，內資跟進是必然結果。無論今天有沒有作文，大資金都會買入新能源等低估值板塊，只是有這個作文，更能吸引散戶跟風罷了。在昨天的節前行情提示中，已經很明確寫了這個思路，可以再複習：節前行情須知！劃一個重點！春節期間，北向會持續買入，內資會持續跟風。但隨着後續的交易日，內資機構逐步進入假期狀態，可能會縮量，萎靡。所以要珍惜這周的交易時間，下週再給你做T的時間不多了。再看看行業的基本面。乘聯會：12月新能源乘用車批發銷量達到75.0萬輛，同比增長48.9%，環比增2.5%，在車購稅減半政策下，新能源車不僅沒有受到影響，反而持續走強。也有特斯拉降價後接到了3萬訂單的報喜消息，果然還是真香效應。是大衆沒錢消費嗎？我看並不是，居民存款還在增加。12月末，本外幣存款餘額264.45萬億元，同比增長10.8%。居民資產很明顯依然在強調保守防禦而非支出。這也是內資機構中宏觀大師們最糾結的地方。錢都存起來了，消費何去何從？但這個與股市並不正相關。很懂宏觀的人，往往會踏空股市的行情。正如22年4月份機構普遍踏空了新能源的原因一樣，就是因爲基金經理們太懂社會經濟面，反而錯失了市場機會。在各路宏觀大師一片質疑聲，市場走出","listText":"今天市場傳聞的新能源車小作文，甚至都不需要澄清。因爲編的實在太假，從邏輯角度都站不住腳。之所以現在市場各種靠作文來引導行情，還是短期缺乏政策主線的緣故。有政策可引導，何必看作文炒股？但假歸假，大筆資金買入是真金白銀的進場。是大資金也信作文嗎？當然不是的。我已經在前面的文章寫過了這個現象，本質是北向做先鋒，內資做跟進。內資是不會去做低估值板塊先鋒的，因爲要糾結的事情太多了。比如今年消費如何刺激，政策是否達成預期，國內社融能否支持寬鬆，還包括淨值方面如何配置可以跑贏同行。衆多糾結之下，多數機構都會選擇做右側炒作，等行情起來了再跟進。這是必然的結果，雖然成本高，但勝率也高。所以北向大舉買入之後，內資跟進是必然結果。無論今天有沒有作文，大資金都會買入新能源等低估值板塊，只是有這個作文，更能吸引散戶跟風罷了。在昨天的節前行情提示中，已經很明確寫了這個思路，可以再複習：節前行情須知！劃一個重點！春節期間，北向會持續買入，內資會持續跟風。但隨着後續的交易日，內資機構逐步進入假期狀態，可能會縮量，萎靡。所以要珍惜這周的交易時間，下週再給你做T的時間不多了。再看看行業的基本面。乘聯會：12月新能源乘用車批發銷量達到75.0萬輛，同比增長48.9%，環比增2.5%，在車購稅減半政策下，新能源車不僅沒有受到影響，反而持續走強。也有特斯拉降價後接到了3萬訂單的報喜消息，果然還是真香效應。是大衆沒錢消費嗎？我看並不是，居民存款還在增加。12月末，本外幣存款餘額264.45萬億元，同比增長10.8%。居民資產很明顯依然在強調保守防禦而非支出。這也是內資機構中宏觀大師們最糾結的地方。錢都存起來了，消費何去何從？但這個與股市並不正相關。很懂宏觀的人，往往會踏空股市的行情。正如22年4月份機構普遍踏空了新能源的原因一樣，就是因爲基金經理們太懂社會經濟面，反而錯失了市場機會。在各路宏觀大師一片質疑聲，市場走出","text":"今天市場傳聞的新能源車小作文，甚至都不需要澄清。因爲編的實在太假，從邏輯角度都站不住腳。之所以現在市場各種靠作文來引導行情，還是短期缺乏政策主線的緣故。有政策可引導，何必看作文炒股？但假歸假，大筆資金買入是真金白銀的進場。是大資金也信作文嗎？當然不是的。我已經在前面的文章寫過了這個現象，本質是北向做先鋒，內資做跟進。內資是不會去做低估值板塊先鋒的，因爲要糾結的事情太多了。比如今年消費如何刺激，政策是否達成預期，國內社融能否支持寬鬆，還包括淨值方面如何配置可以跑贏同行。衆多糾結之下，多數機構都會選擇做右側炒作，等行情起來了再跟進。這是必然的結果，雖然成本高，但勝率也高。所以北向大舉買入之後，內資跟進是必然結果。無論今天有沒有作文，大資金都會買入新能源等低估值板塊，只是有這個作文，更能吸引散戶跟風罷了。在昨天的節前行情提示中，已經很明確寫了這個思路，可以再複習：節前行情須知！劃一個重點！春節期間，北向會持續買入，內資會持續跟風。但隨着後續的交易日，內資機構逐步進入假期狀態，可能會縮量，萎靡。所以要珍惜這周的交易時間，下週再給你做T的時間不多了。再看看行業的基本面。乘聯會：12月新能源乘用車批發銷量達到75.0萬輛，同比增長48.9%，環比增2.5%，在車購稅減半政策下，新能源車不僅沒有受到影響，反而持續走強。也有特斯拉降價後接到了3萬訂單的報喜消息，果然還是真香效應。是大衆沒錢消費嗎？我看並不是，居民存款還在增加。12月末，本外幣存款餘額264.45萬億元，同比增長10.8%。居民資產很明顯依然在強調保守防禦而非支出。這也是內資機構中宏觀大師們最糾結的地方。錢都存起來了，消費何去何從？但這個與股市並不正相關。很懂宏觀的人，往往會踏空股市的行情。正如22年4月份機構普遍踏空了新能源的原因一樣，就是因爲基金經理們太懂社會經濟面，反而錯失了市場機會。在各路宏觀大師一片質疑聲，市場走出","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628409610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921707058,"gmtCreate":1671120717075,"gmtModify":1676538494518,"author":{"id":"4131590987681202","authorId":"4131590987681202","name":"骑着牛打篮球","avatar":"https://community-static.tradeup.com/news/fa136db92cb4600cd21e28b3e394b2c1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hxb","listText":"Hxb","text":"Hxb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921707058","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"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a nice event hahahahah","listText":"What a nice event hahahahah","text":"What a nice event 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