wslam personal page - To The Moon

wslam

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08-23

Good

09-02

Good

08-18

Good

08-18

Good

08-16

$美國中期國債 1.875% 2027/02/28(US91282CEC10.BOND)$

08-16

$騰訊控股(00700)$

08-16

$小米集團-W(01810)$

08-16

Good , win

09-10 23:15

$小米集團-W(01810)$

08-28

Go to Tiger App to see more news

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浮倉減碼提前鎖利過週末","htmlText":"恆指全日軟腳橫行：最終收25565.74 點，跌0.34%。 恆生科技指數：收4620.29 點，跌0.13%。 盤面結構：全市升股 1166 隻、跌股 1152 隻，接近一半一半，明擺住係標準結構性行情。指數冇乜大動作，但板塊同個股差天共地。半導體、光通信繼續領漲全市，銀行、保險、消費舊經濟就繼續捱沽，資金喺板塊之間輪動嘅格局，睇得一清二楚。 資金面都同預期冇出入： ‌南向資金：全日淨買入31.79 億港元，屬於正常結構性流入規模，唔見有海量新錢大舉入場接盤； 大市全日成交：2335.15 億港元，同昨日基本持平，依然係存量資金博弈嘅環境。 外部情緒：再加埋隔夜英偉達業績勁到爆，但常規交易時段反而見光死收跌1.59%，要等到盤後電話會議講出 2028 財年營收增 70% 嘅超預期指引，股價先由跌轉漲、盤後最終漲超4%。呢種業績靚都要先跌一跌、靠額外指引先拉得返嘅走勢，已經預示住高位科技股嘅資金情緒開始轉趨謹慎，獲利盤兌現壓力逐步釋放，午間講嘅暗湧，絕對唔係空穴來風。 ‌一、 個股全按預設計劃走 整體總倉位維持早前定下嘅7 成上限以內，今日所有減倉，只針對個股入面嘅短差倉、短線浮倉部分按比例執行，核心底倉同波段倉全程保持唔鬱，減倉之後組合總倉位依然喺 7 成框架入面，冇突破上限。所有動作全部係午間休市時講明嘅計劃，收市前落地。 ‌<a href=\"https://ttm.financial/S/06869\">$長飛光纖光纜(06869)$ &nbsp;</a>‌ 倉位操作：短差倉減 4 成，核心中線底倉 + 波段倉全數保持唔鬱。 ‌盤面走勢：最高衝至182.2 蚊，全日成交60.09 億，量能夠曬旺盛。 ‌走勢分析：走勢同午間判斷一模一樣：180 蚊關口壓力相當明顯，盤中衝上去之後就反覆震盪，獲利盤開始逐步兌現。不過冇諗到嘅係，再難衝都抵唔住熱情，[吃瓜]下晝臨近三","listText":"恆指全日軟腳橫行：最終收25565.74 點，跌0.34%。 恆生科技指數：收4620.29 點，跌0.13%。 盤面結構：全市升股 1166 隻、跌股 1152 隻，接近一半一半，明擺住係標準結構性行情。指數冇乜大動作，但板塊同個股差天共地。半導體、光通信繼續領漲全市，銀行、保險、消費舊經濟就繼續捱沽，資金喺板塊之間輪動嘅格局，睇得一清二楚。 資金面都同預期冇出入： ‌南向資金：全日淨買入31.79 億港元，屬於正常結構性流入規模，唔見有海量新錢大舉入場接盤； 大市全日成交：2335.15 億港元，同昨日基本持平，依然係存量資金博弈嘅環境。 外部情緒：再加埋隔夜英偉達業績勁到爆，但常規交易時段反而見光死收跌1.59%，要等到盤後電話會議講出 2028 財年營收增 70% 嘅超預期指引，股價先由跌轉漲、盤後最終漲超4%。呢種業績靚都要先跌一跌、靠額外指引先拉得返嘅走勢，已經預示住高位科技股嘅資金情緒開始轉趨謹慎，獲利盤兌現壓力逐步釋放，午間講嘅暗湧，絕對唔係空穴來風。 ‌一、 個股全按預設計劃走 整體總倉位維持早前定下嘅7 成上限以內，今日所有減倉，只針對個股入面嘅短差倉、短線浮倉部分按比例執行，核心底倉同波段倉全程保持唔鬱，減倉之後組合總倉位依然喺 7 成框架入面，冇突破上限。所有動作全部係午間休市時講明嘅計劃，收市前落地。 ‌<a href=\"https://ttm.financial/S/06869\">$長飛光纖光纜(06869)$ &nbsp;</a>‌ 倉位操作：短差倉減 4 成，核心中線底倉 + 波段倉全數保持唔鬱。 ‌盤面走勢：最高衝至182.2 蚊，全日成交60.09 億，量能夠曬旺盛。 ‌走勢分析：走勢同午間判斷一模一樣：180 蚊關口壓力相當明顯，盤中衝上去之後就反覆震盪，獲利盤開始逐步兌現。不過冇諗到嘅係，再難衝都抵唔住熱情，[吃瓜]下晝臨近三","text":"恆指全日軟腳橫行：最終收25565.74 點，跌0.34%。 恆生科技指數：收4620.29 點，跌0.13%。 盤面結構：全市升股 1166 隻、跌股 1152 隻，接近一半一半，明擺住係標準結構性行情。指數冇乜大動作，但板塊同個股差天共地。半導體、光通信繼續領漲全市，銀行、保險、消費舊經濟就繼續捱沽，資金喺板塊之間輪動嘅格局，睇得一清二楚。 資金面都同預期冇出入： ‌南向資金：全日淨買入31.79 億港元，屬於正常結構性流入規模，唔見有海量新錢大舉入場接盤； 大市全日成交：2335.15 億港元，同昨日基本持平，依然係存量資金博弈嘅環境。 外部情緒：再加埋隔夜英偉達業績勁到爆，但常規交易時段反而見光死收跌1.59%，要等到盤後電話會議講出 2028 財年營收增 70% 嘅超預期指引，股價先由跌轉漲、盤後最終漲超4%。呢種業績靚都要先跌一跌、靠額外指引先拉得返嘅走勢，已經預示住高位科技股嘅資金情緒開始轉趨謹慎，獲利盤兌現壓力逐步釋放，午間講嘅暗湧，絕對唔係空穴來風。 ‌一、 個股全按預設計劃走 整體總倉位維持早前定下嘅7 成上限以內，今日所有減倉，只針對個股入面嘅短差倉、短線浮倉部分按比例執行，核心底倉同波段倉全程保持唔鬱，減倉之後組合總倉位依然喺 7 成框架入面，冇突破上限。所有動作全部係午間休市時講明嘅計劃，收市前落地。 ‌$長飛光纖光纜(06869)$ ‌ 倉位操作：短差倉減 4 成，核心中線底倉 + 波段倉全數保持唔鬱。 ‌盤面走勢：最高衝至182.2 蚊，全日成交60.09 億，量能夠曬旺盛。 ‌走勢分析：走勢同午間判斷一模一樣：180 蚊關口壓力相當明顯，盤中衝上去之後就反覆震盪，獲利盤開始逐步兌現。不過冇諗到嘅係，再難衝都抵唔住熱情，[吃瓜]下晝臨近三","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601332283417720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601292409762960,"gmtCreate":1787836893378,"gmtModify":1787836896144,"author":{"id":"4246837204037102","authorId":"4246837204037102","name":"wslam","avatar":"https://community-static.tradeup.com/news/a078bf920a5829ac40bb5fc9e7516cbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4246837204037102","idStr":"4246837204037102"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601292409762960","repostId":"601253134992152","repostType":1,"repost":{"id":601253134992152,"gmtCreate":1787827301402,"gmtModify":1787828696433,"author":{"id":"4244812597744472","authorId":"4244812597744472","name":"龍哥哥咯","avatar":"https://community-static.tradeup.com/news/2f6ba7c1310d9ffd6284adb543dd82ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4244812597744472","idStr":"4244812597744472"},"themes":[],"title":"英偉達財報炸裂帶飛全線AI！今日個股瘋漲指數卻裝弱｜全倉飄紅，妥妥吃肉節奏！","htmlText":"兄弟們晚上好！ 🤦‍♂️今日港股行情真係戲劇效果拉滿，完美上演指數弱、個股活的分化行情！ 昨晚英偉達財報直接超預期炸裂，徹底點燃全球AI產業鏈情緒，AI大模型應用、算力芯片、存儲芯片集體迎來情緒大爆發。 但大盤指數就比較佛系，被大消費、車股短期回調拖後腿，走得偏弱。好在技術面支撐超紮實，恆指在25500點上方死死撐住，完全冇走弱破位嘅跡象。 好多人今日睇指數唔漲，以為行情一般，其實盤面暗地裡賺錢效應超級好🔥 今日市場節奏極其清晰：資金根本冇跑路，只係精準調倉換方向。 資金果斷拋棄業績一般、季度承壓嘅傳統製造、弱消費板塊，大幅調倉重倉擁有硬業績、硬景氣度嘅賽道。 當下市場最核心嘅兩大主攻方向：AI硬件+存儲芯片+大模型應用、高質業績醫藥龍頭。 講白一句：市場主線從來冇變，自始至終都緊緊圍繞科技創新展開，弱業績板塊被資金淘汰，強景氣科技賽道持續吃滿紅利！ --- ��7隻持倉逐個覆盤！ 1️⃣$智譜 (02513.HK)$ ｜今日全倉最強王者�� 成本876.32｜浮盈+32.4% 今日真的狠狠吃肉！絕對係全倉最亮眼嘅存在，走勢穩到離譜。 隨住英偉達財報超預期落地，AI大模型賽道再度享受市場估值溢價，全日量價齊升，節奏超健康，完全係資金重點抱團嘅核心標的。 講真短期累積漲幅已經唔細，高位波動肯定會加大，呢個位置不要盲目追高。 但趨勢完全冇壞、資金鎖倉明顯，既然行情夠強，就穩穩拿住，順勢吃肉就完事✅ 2️⃣$今海醫療科技 (02225.HK)$ ｜業績落地獲利盤兌現🛡️ 成本3.789｜浮盈+43.0% 今日公佈中期業績，屬於典型嘅「利好落地變利空」。 之前提前炒作納入指數、業績預期，今日消息正式落地之後，大量獲利盤選擇逢高止盈出逃，導致個股走勢偏弱。 不過我心態超淡定，手裡足足43%浮盈安全墊夠厚！ 個股基本面並冇出現任何問題，只係資金正常輪動獲利。後續重點觀察業績數據能否持續","listText":"兄弟們晚上好！ 🤦‍♂️今日港股行情真係戲劇效果拉滿，完美上演指數弱、個股活的分化行情！ 昨晚英偉達財報直接超預期炸裂，徹底點燃全球AI產業鏈情緒，AI大模型應用、算力芯片、存儲芯片集體迎來情緒大爆發。 但大盤指數就比較佛系，被大消費、車股短期回調拖後腿，走得偏弱。好在技術面支撐超紮實，恆指在25500點上方死死撐住，完全冇走弱破位嘅跡象。 好多人今日睇指數唔漲，以為行情一般，其實盤面暗地裡賺錢效應超級好🔥 今日市場節奏極其清晰：資金根本冇跑路，只係精準調倉換方向。 資金果斷拋棄業績一般、季度承壓嘅傳統製造、弱消費板塊，大幅調倉重倉擁有硬業績、硬景氣度嘅賽道。 當下市場最核心嘅兩大主攻方向：AI硬件+存儲芯片+大模型應用、高質業績醫藥龍頭。 講白一句：市場主線從來冇變，自始至終都緊緊圍繞科技創新展開，弱業績板塊被資金淘汰，強景氣科技賽道持續吃滿紅利！ --- ��7隻持倉逐個覆盤！ 1️⃣$智譜 (02513.HK)$ ｜今日全倉最強王者�� 成本876.32｜浮盈+32.4% 今日真的狠狠吃肉！絕對係全倉最亮眼嘅存在，走勢穩到離譜。 隨住英偉達財報超預期落地，AI大模型賽道再度享受市場估值溢價，全日量價齊升，節奏超健康，完全係資金重點抱團嘅核心標的。 講真短期累積漲幅已經唔細，高位波動肯定會加大，呢個位置不要盲目追高。 但趨勢完全冇壞、資金鎖倉明顯，既然行情夠強，就穩穩拿住，順勢吃肉就完事✅ 2️⃣$今海醫療科技 (02225.HK)$ ｜業績落地獲利盤兌現🛡️ 成本3.789｜浮盈+43.0% 今日公佈中期業績，屬於典型嘅「利好落地變利空」。 之前提前炒作納入指數、業績預期，今日消息正式落地之後，大量獲利盤選擇逢高止盈出逃，導致個股走勢偏弱。 不過我心態超淡定，手裡足足43%浮盈安全墊夠厚！ 個股基本面並冇出現任何問題，只係資金正常輪動獲利。後續重點觀察業績數據能否持續","text":"兄弟們晚上好！ 🤦‍♂️今日港股行情真係戲劇效果拉滿，完美上演指數弱、個股活的分化行情！ 昨晚英偉達財報直接超預期炸裂，徹底點燃全球AI產業鏈情緒，AI大模型應用、算力芯片、存儲芯片集體迎來情緒大爆發。 但大盤指數就比較佛系，被大消費、車股短期回調拖後腿，走得偏弱。好在技術面支撐超紮實，恆指在25500點上方死死撐住，完全冇走弱破位嘅跡象。 好多人今日睇指數唔漲，以為行情一般，其實盤面暗地裡賺錢效應超級好🔥 今日市場節奏極其清晰：資金根本冇跑路，只係精準調倉換方向。 資金果斷拋棄業績一般、季度承壓嘅傳統製造、弱消費板塊，大幅調倉重倉擁有硬業績、硬景氣度嘅賽道。 當下市場最核心嘅兩大主攻方向：AI硬件+存儲芯片+大模型應用、高質業績醫藥龍頭。 講白一句：市場主線從來冇變，自始至終都緊緊圍繞科技創新展開，弱業績板塊被資金淘汰，強景氣科技賽道持續吃滿紅利！ --- ��7隻持倉逐個覆盤！ 1️⃣$智譜 (02513.HK)$ ｜今日全倉最強王者�� 成本876.32｜浮盈+32.4% 今日真的狠狠吃肉！絕對係全倉最亮眼嘅存在，走勢穩到離譜。 隨住英偉達財報超預期落地，AI大模型賽道再度享受市場估值溢價，全日量價齊升，節奏超健康，完全係資金重點抱團嘅核心標的。 講真短期累積漲幅已經唔細，高位波動肯定會加大，呢個位置不要盲目追高。 但趨勢完全冇壞、資金鎖倉明顯，既然行情夠強，就穩穩拿住，順勢吃肉就完事✅ 2️⃣$今海醫療科技 (02225.HK)$ ｜業績落地獲利盤兌現🛡️ 成本3.789｜浮盈+43.0% 今日公佈中期業績，屬於典型嘅「利好落地變利空」。 之前提前炒作納入指數、業績預期，今日消息正式落地之後，大量獲利盤選擇逢高止盈出逃，導致個股走勢偏弱。 不過我心態超淡定，手裡足足43%浮盈安全墊夠厚！ 個股基本面並冇出現任何問題，只係資金正常輪動獲利。後續重點觀察業績數據能否持續","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601253134992152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600774612177672,"gmtCreate":1787710474396,"gmtModify":1787710477126,"author":{"id":"4246837204037102","authorId":"4246837204037102","name":"wslam","avatar":"https://community-static.tradeup.com/news/a078bf920a5829ac40bb5fc9e7516cbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4246837204037102","idStr":"4246837204037102"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600774612177672","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600136286150960,"gmtCreate":1787559288758,"gmtModify":1787559291430,"author":{"id":"4246837204037102","authorId":"4246837204037102","name":"wslam","avatar":"https://community-static.tradeup.com/news/a078bf920a5829ac40bb5fc9e7516cbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4246837204037102","idStr":"4246837204037102"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600136286150960","repostId":"599535294231744","repostType":1,"repost":{"id":599535294231744,"gmtCreate":1787412576386,"gmtModify":1787559010531,"author":{"id":"4141520327734232","authorId":"4141520327734232","name":"慕容風股評","avatar":"https://community-static.tradeup.com/news/63610cfc631c9f4a6adb40c67a289ee2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4141520327734232","idStr":"4141520327734232"},"themes":[],"title":"GLP-1RA能否提前進入糖尿病治療路徑？","htmlText":"過去治療2型糖尿病，常見做法是先控制飲食和運動，再使用二甲雙胍；血糖仍不達標，才逐級加入磺脲類、DPP-4抑制劑、SGLT2抑制劑或注射藥物，最後才考慮胰島素。這套模式成本較低、醫生經驗充足，卻容易把治療變成追逐糖化血紅蛋白數字：每次等待數月，待血糖失控才加藥，患者的體重、心血管及腎臟風險可能已持續累積。 GLP-1受體激動劑（GLP-1RA）的角色因而正在改變。問題已不是「是否比二甲雙胍更強」，而是哪一類患者若延後使用，可能錯過較佳的風險幹預窗口。 從逐級加藥走向風險分層 新版指南已不再要求所有患者依循同一條路徑。《中國糖尿病防治指南（2024版）》強調早期良好控制及合理聯合治療；對合併動脈粥樣硬化性心血管疾病或屬高危者，應選擇具有明確心血管獲益證據的GLP-1RA或SGLT2抑制劑；若患者超重或肥胖，用藥時亦應把減重效果列為重要考慮。美國糖尿病協會2026年標準更進一步，對已確診或高風險心血管疾病患者，建議使用具有結局證據的GLP-1RA，而不必等待糖化血紅蛋白失控，也不以是否已使用二甲雙胍為前提。 這不等於GLP-1RA應全面取代二甲雙胍。對沒有肥胖、心腎疾病而血糖升幅溫和的患者，二甲雙胍仍具價格低、經驗成熟及可及性高等優勢。若患者以心力衰竭或慢性腎病為主要風險，SGLT2抑制劑往往更具優先性；出現嚴重高血糖、酮症或明顯消瘦時，胰島素亦不能被延誤。 較適合提前使用GLP-1RA的，主要是肥胖、心血管高危、需要避免體重增加，或容易發生低血糖的患者。GLP-1RA以葡萄糖依賴方式促進胰島素分泌，單獨使用的低血糖風險較低，也避免部分磺脲類及胰島素帶來的體重增加。不過，胃腸道反應、注射接受程度、長期依從性及藥費，仍會令「指南推薦」與「真實使用」存在距離。 派達康要跨越的不只是獲批門檻 派格生物（02565.HK）的維培那肽注射液派達康，是觀察這場路徑轉變的合適案例。產品於20","listText":"過去治療2型糖尿病，常見做法是先控制飲食和運動，再使用二甲雙胍；血糖仍不達標，才逐級加入磺脲類、DPP-4抑制劑、SGLT2抑制劑或注射藥物，最後才考慮胰島素。這套模式成本較低、醫生經驗充足，卻容易把治療變成追逐糖化血紅蛋白數字：每次等待數月，待血糖失控才加藥，患者的體重、心血管及腎臟風險可能已持續累積。 GLP-1受體激動劑（GLP-1RA）的角色因而正在改變。問題已不是「是否比二甲雙胍更強」，而是哪一類患者若延後使用，可能錯過較佳的風險幹預窗口。 從逐級加藥走向風險分層 新版指南已不再要求所有患者依循同一條路徑。《中國糖尿病防治指南（2024版）》強調早期良好控制及合理聯合治療；對合併動脈粥樣硬化性心血管疾病或屬高危者，應選擇具有明確心血管獲益證據的GLP-1RA或SGLT2抑制劑；若患者超重或肥胖，用藥時亦應把減重效果列為重要考慮。美國糖尿病協會2026年標準更進一步，對已確診或高風險心血管疾病患者，建議使用具有結局證據的GLP-1RA，而不必等待糖化血紅蛋白失控，也不以是否已使用二甲雙胍為前提。 這不等於GLP-1RA應全面取代二甲雙胍。對沒有肥胖、心腎疾病而血糖升幅溫和的患者，二甲雙胍仍具價格低、經驗成熟及可及性高等優勢。若患者以心力衰竭或慢性腎病為主要風險，SGLT2抑制劑往往更具優先性；出現嚴重高血糖、酮症或明顯消瘦時，胰島素亦不能被延誤。 較適合提前使用GLP-1RA的，主要是肥胖、心血管高危、需要避免體重增加，或容易發生低血糖的患者。GLP-1RA以葡萄糖依賴方式促進胰島素分泌，單獨使用的低血糖風險較低，也避免部分磺脲類及胰島素帶來的體重增加。不過，胃腸道反應、注射接受程度、長期依從性及藥費，仍會令「指南推薦」與「真實使用」存在距離。 派達康要跨越的不只是獲批門檻 派格生物（02565.HK）的維培那肽注射液派達康，是觀察這場路徑轉變的合適案例。產品於20","text":"過去治療2型糖尿病，常見做法是先控制飲食和運動，再使用二甲雙胍；血糖仍不達標，才逐級加入磺脲類、DPP-4抑制劑、SGLT2抑制劑或注射藥物，最後才考慮胰島素。這套模式成本較低、醫生經驗充足，卻容易把治療變成追逐糖化血紅蛋白數字：每次等待數月，待血糖失控才加藥，患者的體重、心血管及腎臟風險可能已持續累積。 GLP-1受體激動劑（GLP-1RA）的角色因而正在改變。問題已不是「是否比二甲雙胍更強」，而是哪一類患者若延後使用，可能錯過較佳的風險幹預窗口。 從逐級加藥走向風險分層 新版指南已不再要求所有患者依循同一條路徑。《中國糖尿病防治指南（2024版）》強調早期良好控制及合理聯合治療；對合併動脈粥樣硬化性心血管疾病或屬高危者，應選擇具有明確心血管獲益證據的GLP-1RA或SGLT2抑制劑；若患者超重或肥胖，用藥時亦應把減重效果列為重要考慮。美國糖尿病協會2026年標準更進一步，對已確診或高風險心血管疾病患者，建議使用具有結局證據的GLP-1RA，而不必等待糖化血紅蛋白失控，也不以是否已使用二甲雙胍為前提。 這不等於GLP-1RA應全面取代二甲雙胍。對沒有肥胖、心腎疾病而血糖升幅溫和的患者，二甲雙胍仍具價格低、經驗成熟及可及性高等優勢。若患者以心力衰竭或慢性腎病為主要風險，SGLT2抑制劑往往更具優先性；出現嚴重高血糖、酮症或明顯消瘦時，胰島素亦不能被延誤。 較適合提前使用GLP-1RA的，主要是肥胖、心血管高危、需要避免體重增加，或容易發生低血糖的患者。GLP-1RA以葡萄糖依賴方式促進胰島素分泌，單獨使用的低血糖風險較低，也避免部分磺脲類及胰島素帶來的體重增加。不過，胃腸道反應、注射接受程度、長期依從性及藥費，仍會令「指南推薦」與「真實使用」存在距離。 派達康要跨越的不只是獲批門檻 派格生物（02565.HK）的維培那肽注射液派達康，是觀察這場路徑轉變的合適案例。產品於20","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599535294231744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599739743027544,"gmtCreate":1787462480290,"gmtModify":1787462483006,"author":{"id":"4246837204037102","authorId":"4246837204037102","name":"wslam","avatar":"https://community-static.tradeup.com/news/a078bf920a5829ac40bb5fc9e7516cbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4246837204037102","idStr":"4246837204037102"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599739743027544","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599195005837520,"gmtCreate":1787329570577,"gmtModify":1787329572002,"author":{"id":"4246837204037102","authorId":"4246837204037102","name":"wslam","avatar":"https://community-static.tradeup.com/news/a078bf920a5829ac40bb5fc9e7516cbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4246837204037102","idStr":"4246837204037102"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599195005837520","repostId":"599035632738552","repostType":1,"repost":{"id":599035632738552,"gmtCreate":1787290664620,"gmtModify":1787321248345,"author":{"id":"4242190439147992","authorId":"4242190439147992","name":"段飛特","avatar":"https://community-static.tradeup.com/news/58c5dd517a3243d939006f06d2f74890","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242190439147992","idStr":"4242190439147992"},"themes":[],"title":"","htmlText":"需求已經達到產能的150%，還在擔心科技見頂？ 1、長債收益率一日遊，債券壓力依然存在昨晚 <a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$&nbsp;</a>&nbsp;&nbsp;重新收復週三貝森特出手的影響，此前打下去的收益率基本又漲回來了 只要你的財政紀律沒有實質性的約束，你的債務規模就是會不斷擴張的 美債的風險問題從零幾年的時候就開始討論了，現在已經20年過去了，哪屆ZF真的解決過這個問題？就算你想解決，你敢加稅嗎？你的選民答應嗎？ 另外科技股的資本支出毫無放緩的意向，雖然長債收益率在攀升，但是並不影響他們的發債節奏，這點貝森特說的倒是真的，科技公司對債券利率真的沒那麼敏感 關於長債的收益率，昨晚貝森特還是再次強調了一下，戶部有強大的工具箱，下個月開始的國債收購規模可能超過40億美元的上限 但是光靠回購也只能影響短期走向，改變不了趨勢，要想長債收益率降低，我覺得指望財政紀律約束是有點難了，不如指望通脹降溫，聯儲局繼續減息吧 如果接下來通脹能夠降溫，長債收益率降低的話，對科技股來說就是宏觀順風，如果長債收益率持續快速的走高，對科技股來說終究是壓製作用 2、真的該重新審視存儲的邏輯了 昨天的文章講，這波長債收益率對科技股的衝擊其實是次要因素，是個導火索，其調整的核心邏輯還是反彈見頂，市場需要時間繼續盤整消化 從這兩天的盤面看市場主要也是內部切換，硬件和軟件蹺蹺板效應，並非邏輯破裂的崩潰式走勢 所以要想把握科技股的長期走勢，還是要看科技股自身的基本面情況，這裏不得不再次強調一下存儲板塊 很多人還是擔憂存儲是不是還是週期股，這波漲價見頂之後股價就要大幅回落了？ 其實不然，之前已經多次和大家解讀過，這波存儲的週期屬性已經被大幅減弱了，即使不敢完全把它當成成長股來看，也要對這波週期上行","listText":"需求已經達到產能的150%，還在擔心科技見頂？ 1、長債收益率一日遊，債券壓力依然存在昨晚 <a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$&nbsp;</a>&nbsp;&nbsp;重新收復週三貝森特出手的影響，此前打下去的收益率基本又漲回來了 只要你的財政紀律沒有實質性的約束，你的債務規模就是會不斷擴張的 美債的風險問題從零幾年的時候就開始討論了，現在已經20年過去了，哪屆ZF真的解決過這個問題？就算你想解決，你敢加稅嗎？你的選民答應嗎？ 另外科技股的資本支出毫無放緩的意向，雖然長債收益率在攀升，但是並不影響他們的發債節奏，這點貝森特說的倒是真的，科技公司對債券利率真的沒那麼敏感 關於長債的收益率，昨晚貝森特還是再次強調了一下，戶部有強大的工具箱，下個月開始的國債收購規模可能超過40億美元的上限 但是光靠回購也只能影響短期走向，改變不了趨勢，要想長債收益率降低，我覺得指望財政紀律約束是有點難了，不如指望通脹降溫，聯儲局繼續減息吧 如果接下來通脹能夠降溫，長債收益率降低的話，對科技股來說就是宏觀順風，如果長債收益率持續快速的走高，對科技股來說終究是壓製作用 2、真的該重新審視存儲的邏輯了 昨天的文章講，這波長債收益率對科技股的衝擊其實是次要因素，是個導火索，其調整的核心邏輯還是反彈見頂，市場需要時間繼續盤整消化 從這兩天的盤面看市場主要也是內部切換，硬件和軟件蹺蹺板效應，並非邏輯破裂的崩潰式走勢 所以要想把握科技股的長期走勢，還是要看科技股自身的基本面情況，這裏不得不再次強調一下存儲板塊 很多人還是擔憂存儲是不是還是週期股，這波漲價見頂之後股價就要大幅回落了？ 其實不然，之前已經多次和大家解讀過，這波存儲的週期屬性已經被大幅減弱了，即使不敢完全把它當成成長股來看，也要對這波週期上行","text":"需求已經達到產能的150%，還在擔心科技見頂？ 1、長債收益率一日遊，債券壓力依然存在昨晚 $美國30年期國債收益率(US30Y.BOND)$ 重新收復週三貝森特出手的影響，此前打下去的收益率基本又漲回來了 只要你的財政紀律沒有實質性的約束，你的債務規模就是會不斷擴張的 美債的風險問題從零幾年的時候就開始討論了，現在已經20年過去了，哪屆ZF真的解決過這個問題？就算你想解決，你敢加稅嗎？你的選民答應嗎？ 另外科技股的資本支出毫無放緩的意向，雖然長債收益率在攀升，但是並不影響他們的發債節奏，這點貝森特說的倒是真的，科技公司對債券利率真的沒那麼敏感 關於長債的收益率，昨晚貝森特還是再次強調了一下，戶部有強大的工具箱，下個月開始的國債收購規模可能超過40億美元的上限 但是光靠回購也只能影響短期走向，改變不了趨勢，要想長債收益率降低，我覺得指望財政紀律約束是有點難了，不如指望通脹降溫，聯儲局繼續減息吧 如果接下來通脹能夠降溫，長債收益率降低的話，對科技股來說就是宏觀順風，如果長債收益率持續快速的走高，對科技股來說終究是壓製作用 2、真的該重新審視存儲的邏輯了 昨天的文章講，這波長債收益率對科技股的衝擊其實是次要因素，是個導火索，其調整的核心邏輯還是反彈見頂，市場需要時間繼續盤整消化 從這兩天的盤面看市場主要也是內部切換，硬件和軟件蹺蹺板效應，並非邏輯破裂的崩潰式走勢 所以要想把握科技股的長期走勢，還是要看科技股自身的基本面情況，這裏不得不再次強調一下存儲板塊 很多人還是擔憂存儲是不是還是週期股，這波漲價見頂之後股價就要大幅回落了？ 其實不然，之前已經多次和大家解讀過，這波存儲的週期屬性已經被大幅減弱了，即使不敢完全把它當成成長股來看，也要對這波週期上行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599035632738552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599040286868472,"gmtCreate":1787291818324,"gmtModify":1787291821152,"author":{"id":"4246837204037102","authorId":"4246837204037102","name":"wslam","avatar":"https://community-static.tradeup.com/news/a078bf920a5829ac40bb5fc9e7516cbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4246837204037102","idStr":"4246837204037102"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599040286868472","repostId":"598995575214632","repostType":1,"repost":{"id":598995575214632,"gmtCreate":1787280802570,"gmtModify":1787280894373,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"title":"","htmlText":"蘋果（AAPL）：從防禦壁壘轉身，開啟 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