玉树临风英俊 personal page - To The Moon

玉树临风英俊

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玉树临风英俊

2023-02-27

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@智能相对论:愛普生打印機L3558深度體驗，小型辦公打印不二之選

玉树临风英俊

2023-02-27

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@CapitalZone: Boon for Retail Traders - Currency Option

玉树临风英俊

2023-02-27

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@CapitalZone: Boon for Retail Traders - Currency Option

玉树临风英俊

2023-02-20

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@中国基金报:香港證監會重大宣佈！

玉树临风英俊

2023-02-10

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@laoduo:掐指一算，下一個AI題材已準備好！

玉树临风英俊

2023-02-10

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@诗与星空:註冊制全面落地，牛市呼嘯而來

玉树临风英俊

2023-02-10

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@诗与星空:財技一路狂飆

玉树临风英俊

2023-01-30

👌

@英伦投资客:重磅官宣！香港金主出手英國，29億買下倫敦地標大樓

玉树临风英俊

2023-01-30

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@GPLP犀牛财经:變革發展，堅定出發，康佳集團公佈2022年年度業績預告

玉树临风英俊

2023-01-10

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玉树临风英俊

2023-01-09

$Zomedica Pharmaceuticals Corp.(ZOM)$ Up up up

玉树临风英俊

2023-01-09

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玉树临风英俊

2023-01-05

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玉树临风英俊

2022-12-21

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玉树临风英俊

2022-12-16

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玉树临风英俊

2022-12-10

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玉树临风英俊

2022-12-08

$XPeng Inc.(XPEV)$ Fainted

玉树临风英俊

2022-12-08

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@投资界:首發 | 國產引線鍵合機企業“ 德沃先進 ”完成數億元A輪融資

玉树临风英俊

2022-12-08

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玉树临风英俊

2022-12-06

$Waterdrop Inc.(WDH)$ Up up up

Go to Tiger App to see more news

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ChatGPT官網遭遇滿負荷 AI發展提升算力需求算力CPO概念橫空出世，扒開皮一看，光模塊。○ ChatGPT持續火爆帶動存儲市場需求快速提升、相關產業公司望迎來機遇AI存儲芯片瞬間拉板，扒開皮一看，消費電子。中國特色瞎吵市場，巴菲特來了都給你幹趴下。當下行情，不買題材就踏空，買了又怕監管，試問你焦慮嗎？我一點都不焦慮，因爲我很清楚，這裏面大部分題材機會都和我無關。真想練練手，小賭怡情就行了，千萬別重倉去博這種機會，輪動過快一追就套，一割肉就反包，不割肉就A字殺！後續 ChatGPT能輪動的方向，我都想好了。xx智能系列都炒過了，軟件部分。現在芯片，CPO都來了，硬件部分。再接下來還有什麼？多了去了。IDC機房，超算服務器要不要也來蹭一下，大批量硬件那散熱也得有把，不間斷電源UPS那肯定也是要的。光模塊都漲了，光纖光纜能缺席？騰訊，百度，阿里都來入局了，他們的合作供應商和參股公司豈能不炒？一個人工智能幾乎可以把所有科技硬件相關板塊都串上。現在已經不是遊資想不想玩的問題，是各路賣方首席敢不敢吹的問題。只要題材敢漲，首席們就敢接着吹。監管制裁一批，明天出來三批新題材還自帶賣方研報的，建議監管先制裁各路首席，不能只盯着遊資制裁，兩手都要抓才行。不知道大家有沒有發現一個很奇怪的現象？作爲輪動補漲的ai芯片，半導體板塊漲了不少，但漲停個股卻少的很，完全沒有xx智能剛剛出來時候的瘋狂？原因很簡單，就是題材炒到了機構重倉區域半導體芯片板塊，就像踢到了一塊鐵板。貿然拉上去，要問重倉的機構答應不答應？畢竟新半軍這三大內資機構重倉地，可沒那麼容易炒作。所以這裏要提醒，想着芯片能繼續維持AI熱度的，要早點覺悟，亂追機構重倉區域那是要虧錢的。短線模式想明天有溢價，只能遠離所有機構票，","listText":"昨天寫了一篇關於監管叫停人工智能炒作的信號。但目前場內熱錢嚐到了甜頭，豈能就這樣結束？於是今天的畫風是這樣的。○ ChatGPT官網遭遇滿負荷 AI發展提升算力需求算力CPO概念橫空出世，扒開皮一看，光模塊。○ ChatGPT持續火爆帶動存儲市場需求快速提升、相關產業公司望迎來機遇AI存儲芯片瞬間拉板，扒開皮一看，消費電子。中國特色瞎吵市場，巴菲特來了都給你幹趴下。當下行情，不買題材就踏空，買了又怕監管，試問你焦慮嗎？我一點都不焦慮，因爲我很清楚，這裏面大部分題材機會都和我無關。真想練練手，小賭怡情就行了，千萬別重倉去博這種機會，輪動過快一追就套，一割肉就反包，不割肉就A字殺！後續 ChatGPT能輪動的方向，我都想好了。xx智能系列都炒過了，軟件部分。現在芯片，CPO都來了，硬件部分。再接下來還有什麼？多了去了。IDC機房，超算服務器要不要也來蹭一下，大批量硬件那散熱也得有把，不間斷電源UPS那肯定也是要的。光模塊都漲了，光纖光纜能缺席？騰訊，百度，阿里都來入局了，他們的合作供應商和參股公司豈能不炒？一個人工智能幾乎可以把所有科技硬件相關板塊都串上。現在已經不是遊資想不想玩的問題，是各路賣方首席敢不敢吹的問題。只要題材敢漲，首席們就敢接着吹。監管制裁一批，明天出來三批新題材還自帶賣方研報的，建議監管先制裁各路首席，不能只盯着遊資制裁，兩手都要抓才行。不知道大家有沒有發現一個很奇怪的現象？作爲輪動補漲的ai芯片，半導體板塊漲了不少，但漲停個股卻少的很，完全沒有xx智能剛剛出來時候的瘋狂？原因很簡單，就是題材炒到了機構重倉區域半導體芯片板塊，就像踢到了一塊鐵板。貿然拉上去，要問重倉的機構答應不答應？畢竟新半軍這三大內資機構重倉地，可沒那麼容易炒作。所以這裏要提醒，想着芯片能繼續維持AI熱度的，要早點覺悟，亂追機構重倉區域那是要虧錢的。短線模式想明天有溢價，只能遠離所有機構票，","text":"昨天寫了一篇關於監管叫停人工智能炒作的信號。但目前場內熱錢嚐到了甜頭，豈能就這樣結束？於是今天的畫風是這樣的。○ ChatGPT官網遭遇滿負荷 AI發展提升算力需求算力CPO概念橫空出世，扒開皮一看，光模塊。○ ChatGPT持續火爆帶動存儲市場需求快速提升、相關產業公司望迎來機遇AI存儲芯片瞬間拉板，扒開皮一看，消費電子。中國特色瞎吵市場，巴菲特來了都給你幹趴下。當下行情，不買題材就踏空，買了又怕監管，試問你焦慮嗎？我一點都不焦慮，因爲我很清楚，這裏面大部分題材機會都和我無關。真想練練手，小賭怡情就行了，千萬別重倉去博這種機會，輪動過快一追就套，一割肉就反包，不割肉就A字殺！後續 ChatGPT能輪動的方向，我都想好了。xx智能系列都炒過了，軟件部分。現在芯片，CPO都來了，硬件部分。再接下來還有什麼？多了去了。IDC機房，超算服務器要不要也來蹭一下，大批量硬件那散熱也得有把，不間斷電源UPS那肯定也是要的。光模塊都漲了，光纖光纜能缺席？騰訊，百度，阿里都來入局了，他們的合作供應商和參股公司豈能不炒？一個人工智能幾乎可以把所有科技硬件相關板塊都串上。現在已經不是遊資想不想玩的問題，是各路賣方首席敢不敢吹的問題。只要題材敢漲，首席們就敢接着吹。監管制裁一批，明天出來三批新題材還自帶賣方研報的，建議監管先制裁各路首席，不能只盯着遊資制裁，兩手都要抓才行。不知道大家有沒有發現一個很奇怪的現象？作爲輪動補漲的ai芯片，半導體板塊漲了不少，但漲停個股卻少的很，完全沒有xx智能剛剛出來時候的瘋狂？原因很簡單，就是題材炒到了機構重倉區域半導體芯片板塊，就像踢到了一塊鐵板。貿然拉上去，要問重倉的機構答應不答應？畢竟新半軍這三大內資機構重倉地，可沒那麼容易炒作。所以這裏要提醒，想着芯片能繼續維持AI熱度的，要早點覺悟，亂追機構重倉區域那是要虧錢的。短線模式想明天有溢價，只能遠離所有機構票，","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625946749","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954101878,"gmtCreate":1676043901994,"gmtModify":1676043905365,"author":{"id":"3580076354872466","authorId":"3580076354872466","name":"玉树临风英俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580076354872466","idStr":"3580076354872466"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954101878","repostId":"625940628","repostType":1,"repost":{"id":625940628,"gmtCreate":1675987200000,"gmtModify":1676037771694,"author":{"id":"3570059771774754","authorId":"3570059771774754","name":"诗与星空","avatar":"https://static.tigerbbs.com/1dd845f8861ad74d77c50e7f7a23583f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570059771774754","idStr":"3570059771774754"},"themes":[],"title":"註冊制全面落地，牛市呼嘯而來","htmlText":"經常聽到一些段子，十年前上證3000多點，十年後上證還3000多點，而同期美股已經從一萬多點漲到三萬多點。 事實上，上證指數和美股的指數，壓根不是一種東西。 上證指數代表不了中國最優秀的企業的發展，美股的指數也代表不了美股全部上市公司的狀況。 上證指數的計算是將全部上市公司納入後進行移動加權平均，因爲近年來A股從2000家迅速擴容到5000多家，新上市公司會拉低指數計算的基數，因此上證指數是被“修飾”過的。 “真實”的A股質量，大家應該看50、300、500這樣的指標。（剔除掉2015年前後的特殊影響，你看漂亮500漂亮不漂亮？） 01 “虛假”的美股指數 爲什麼美股指數好看？ 因爲我們看的美股指數，都是選取了部分優質企業的指數。 著名的標普指數只有500只股票，上萬家上市公司中極少的一部分，其中蘋果微軟兩家的權重就超過10%。 而道瓊斯指數就更離譜，只有65只有代表性的行業龍頭的股票。 用65家美國最優質的上市公司，和中國A股5000家魚龍混雜的上市公司比漲幅，這本身就不公平。 事實上，上證50十年來的表現並不差，A股的優質上市公司，不乏十倍甚至百倍的價值股。 上證指數的計算非常複雜，我敢打賭，99%的股民包括股神都不知道怎麼算的，只有做過轉成本的會計才能真正看懂。 因爲上證指數採用了加權平均法計算，權數爲上市公司的總股本。這種計算方式，經常用在轉成本上。 各種均線也採用了移動加權平均法計算，那些華麗的MACD技巧，無非就是把不同時間段計算的移動加權平均後的收盤價進行比對的結果。 這種計算模式的優缺點都非常明顯，對於美股這種成熟資本市場來說，因爲有完善的上市公司進出機制，進進出出，經過加權平均後，影響不大。 但對於A股來說，影響就不一樣了。一方面，誕生了大量的樂視網這類垃圾股，遲遲不退市，拉低了平均數；另一方面A股2010年只有2100家上市公司，2023年初已經激增到了","listText":"經常聽到一些段子，十年前上證3000多點，十年後上證還3000多點，而同期美股已經從一萬多點漲到三萬多點。 事實上，上證指數和美股的指數，壓根不是一種東西。 上證指數代表不了中國最優秀的企業的發展，美股的指數也代表不了美股全部上市公司的狀況。 上證指數的計算是將全部上市公司納入後進行移動加權平均，因爲近年來A股從2000家迅速擴容到5000多家，新上市公司會拉低指數計算的基數，因此上證指數是被“修飾”過的。 “真實”的A股質量，大家應該看50、300、500這樣的指標。（剔除掉2015年前後的特殊影響，你看漂亮500漂亮不漂亮？） 01 “虛假”的美股指數 爲什麼美股指數好看？ 因爲我們看的美股指數，都是選取了部分優質企業的指數。 著名的標普指數只有500只股票，上萬家上市公司中極少的一部分，其中蘋果微軟兩家的權重就超過10%。 而道瓊斯指數就更離譜，只有65只有代表性的行業龍頭的股票。 用65家美國最優質的上市公司，和中國A股5000家魚龍混雜的上市公司比漲幅，這本身就不公平。 事實上，上證50十年來的表現並不差，A股的優質上市公司，不乏十倍甚至百倍的價值股。 上證指數的計算非常複雜，我敢打賭，99%的股民包括股神都不知道怎麼算的，只有做過轉成本的會計才能真正看懂。 因爲上證指數採用了加權平均法計算，權數爲上市公司的總股本。這種計算方式，經常用在轉成本上。 各種均線也採用了移動加權平均法計算，那些華麗的MACD技巧，無非就是把不同時間段計算的移動加權平均後的收盤價進行比對的結果。 這種計算模式的優缺點都非常明顯，對於美股這種成熟資本市場來說，因爲有完善的上市公司進出機制，進進出出，經過加權平均後，影響不大。 但對於A股來說，影響就不一樣了。一方面，誕生了大量的樂視網這類垃圾股，遲遲不退市，拉低了平均數；另一方面A股2010年只有2100家上市公司，2023年初已經激增到了","text":"經常聽到一些段子，十年前上證3000多點，十年後上證還3000多點，而同期美股已經從一萬多點漲到三萬多點。 事實上，上證指數和美股的指數，壓根不是一種東西。 上證指數代表不了中國最優秀的企業的發展，美股的指數也代表不了美股全部上市公司的狀況。 上證指數的計算是將全部上市公司納入後進行移動加權平均，因爲近年來A股從2000家迅速擴容到5000多家，新上市公司會拉低指數計算的基數，因此上證指數是被“修飾”過的。 “真實”的A股質量，大家應該看50、300、500這樣的指標。（剔除掉2015年前後的特殊影響，你看漂亮500漂亮不漂亮？） 01 “虛假”的美股指數 爲什麼美股指數好看？ 因爲我們看的美股指數，都是選取了部分優質企業的指數。 著名的標普指數只有500只股票，上萬家上市公司中極少的一部分，其中蘋果微軟兩家的權重就超過10%。 而道瓊斯指數就更離譜，只有65只有代表性的行業龍頭的股票。 用65家美國最優質的上市公司，和中國A股5000家魚龍混雜的上市公司比漲幅，這本身就不公平。 事實上，上證50十年來的表現並不差，A股的優質上市公司，不乏十倍甚至百倍的價值股。 上證指數的計算非常複雜，我敢打賭，99%的股民包括股神都不知道怎麼算的，只有做過轉成本的會計才能真正看懂。 因爲上證指數採用了加權平均法計算，權數爲上市公司的總股本。這種計算方式，經常用在轉成本上。 各種均線也採用了移動加權平均法計算，那些華麗的MACD技巧，無非就是把不同時間段計算的移動加權平均後的收盤價進行比對的結果。 這種計算模式的優缺點都非常明顯，對於美股這種成熟資本市場來說，因爲有完善的上市公司進出機制，進進出出，經過加權平均後，影響不大。 但對於A股來說，影響就不一樣了。一方面，誕生了大量的樂視網這類垃圾股，遲遲不退市，拉低了平均數；另一方面A股2010年只有2100家上市公司，2023年初已經激增到了","images":[{"img":"https://static.tigerbbs.com/961cbc45ebca4333bc7a694ced87ff72"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625940628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954101179,"gmtCreate":1676043893291,"gmtModify":1676043896808,"author":{"id":"3580076354872466","authorId":"3580076354872466","name":"玉树临风英俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580076354872466","idStr":"3580076354872466"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954101179","repostId":"625940574","repostType":1,"repost":{"id":625940574,"gmtCreate":1675987200000,"gmtModify":1676037791563,"author":{"id":"3570059771774754","authorId":"3570059771774754","name":"诗与星空","avatar":"https://static.tigerbbs.com/1dd845f8861ad74d77c50e7f7a23583f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570059771774754","idStr":"3570059771774754"},"themes":[],"title":"財技一路狂飆","htmlText":"文：詩與星空(ID: SingingUnderStars)星空君有個師妹，是十足的購物狂，幾乎每週都要買新衣服，在衆多的國產女裝品牌中，師妹最喜歡的品牌叫卓雅JORYA。&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;這個品牌的母公司欣賀股份（003016.sz），2020年已在A股上市。公司主營業務包括 JORYA、JORYA weekend、ΛNMΛNI（恩曼琳）、GIVH SHYH、CAROLINE、AIVEI 和 QDA 七個自主品牌女裝的設計、生產和銷售，其中主品牌 JORYA 創立於 20 世紀 90 年代初，是目前國內知名女裝品牌之一。公司主要銷售模式爲自營、經銷和電商模式。自營模式是高端女裝的主流趨勢，公司高端品牌 JORYA、JORYA weekend 目前爲全自營模式，其他品牌根據自身特性以自營與經銷相結合的模式經營。2020 年上半年受疫情防控期間停工停業影響，大部分居民減少戶外聚集活動，多數商場、購物中心停止運營，線下客流量因此受到較大沖擊。公司通過完善電商平臺的基礎建設，與天貓、唯品會等電商平臺合作，增加線上渠道銷售比例。電商渠道收入逐漸增長，2022年上半年電商渠道實現營收2.32億元，已超過公司營業收入的四分之一。數據來源：同花順iFind，製圖：詩與星空疫情改變了人們的消費方式，也給線下實體經營帶來了巨大壓力。01年報預告業績陡降2023年1月12日，欣賀股份發佈2022年年度業績預告，報告期內，歸屬於上市公司股東的淨利潤盈利：11,500萬元–14,500萬元，比上年同期下降：49.50% -59.95%；扣除非經常性損益後的淨利潤盈利：9,230萬元–12,230萬元，比上年同期下降：55.58% -66.48%。公告中，公司說明業績同比下降","listText":"文：詩與星空(ID: SingingUnderStars)星空君有個師妹，是十足的購物狂，幾乎每週都要買新衣服，在衆多的國產女裝品牌中，師妹最喜歡的品牌叫卓雅JORYA。&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;這個品牌的母公司欣賀股份（003016.sz），2020年已在A股上市。公司主營業務包括 JORYA、JORYA weekend、ΛNMΛNI（恩曼琳）、GIVH SHYH、CAROLINE、AIVEI 和 QDA 七個自主品牌女裝的設計、生產和銷售，其中主品牌 JORYA 創立於 20 世紀 90 年代初，是目前國內知名女裝品牌之一。公司主要銷售模式爲自營、經銷和電商模式。自營模式是高端女裝的主流趨勢，公司高端品牌 JORYA、JORYA weekend 目前爲全自營模式，其他品牌根據自身特性以自營與經銷相結合的模式經營。2020 年上半年受疫情防控期間停工停業影響，大部分居民減少戶外聚集活動，多數商場、購物中心停止運營，線下客流量因此受到較大沖擊。公司通過完善電商平臺的基礎建設，與天貓、唯品會等電商平臺合作，增加線上渠道銷售比例。電商渠道收入逐漸增長，2022年上半年電商渠道實現營收2.32億元，已超過公司營業收入的四分之一。數據來源：同花順iFind，製圖：詩與星空疫情改變了人們的消費方式，也給線下實體經營帶來了巨大壓力。01年報預告業績陡降2023年1月12日，欣賀股份發佈2022年年度業績預告，報告期內，歸屬於上市公司股東的淨利潤盈利：11,500萬元–14,500萬元，比上年同期下降：49.50% -59.95%；扣除非經常性損益後的淨利潤盈利：9,230萬元–12,230萬元，比上年同期下降：55.58% -66.48%。公告中，公司說明業績同比下降","text":"文：詩與星空(ID: SingingUnderStars)星空君有個師妹，是十足的購物狂，幾乎每週都要買新衣服，在衆多的國產女裝品牌中，師妹最喜歡的品牌叫卓雅JORYA。 這個品牌的母公司欣賀股份（003016.sz），2020年已在A股上市。公司主營業務包括 JORYA、JORYA weekend、ΛNMΛNI（恩曼琳）、GIVH SHYH、CAROLINE、AIVEI 和 QDA 七個自主品牌女裝的設計、生產和銷售，其中主品牌 JORYA 創立於 20 世紀 90 年代初，是目前國內知名女裝品牌之一。公司主要銷售模式爲自營、經銷和電商模式。自營模式是高端女裝的主流趨勢，公司高端品牌 JORYA、JORYA weekend 目前爲全自營模式，其他品牌根據自身特性以自營與經銷相結合的模式經營。2020 年上半年受疫情防控期間停工停業影響，大部分居民減少戶外聚集活動，多數商場、購物中心停止運營，線下客流量因此受到較大沖擊。公司通過完善電商平臺的基礎建設，與天貓、唯品會等電商平臺合作，增加線上渠道銷售比例。電商渠道收入逐漸增長，2022年上半年電商渠道實現營收2.32億元，已超過公司營業收入的四分之一。數據來源：同花順iFind，製圖：詩與星空疫情改變了人們的消費方式，也給線下實體經營帶來了巨大壓力。01年報預告業績陡降2023年1月12日，欣賀股份發佈2022年年度業績預告，報告期內，歸屬於上市公司股東的淨利潤盈利：11,500萬元–14,500萬元，比上年同期下降：49.50% -59.95%；扣除非經常性損益後的淨利潤盈利：9,230萬元–12,230萬元，比上年同期下降：55.58% -66.48%。公告中，公司說明業績同比下降","images":[{"img":"https://static.tigerbbs.com/890439dbb37f40d78055a5fbc2b52ce9","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/51d19c00ce964fc4bd68c6c02d8f8f42","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/3831bd12c5f046309dfe3e6a46ce6117","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625940574","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955027515,"gmtCreate":1675091464137,"gmtModify":1676538975701,"author":{"id":"3580076354872466","authorId":"3580076354872466","name":"玉树临风英俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580076354872466","idStr":"3580076354872466"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955027515","repostId":"622996556","repostType":1,"repost":{"id":622996556,"gmtCreate":1675084980000,"gmtModify":1676538975616,"author":{"id":"3524105335236766","authorId":"3524105335236766","name":"英伦投资客","avatar":"https://static.tigerbbs.com/e0eb69b911015e513c23eee0577a0e4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105335236766","idStr":"3524105335236766"},"themes":[],"title":"重磅官宣！香港金主出手英國，29億買下倫敦地標大樓","htmlText":"2023年1月29日，中國香港開發商華懋集團（China&nbsp;Chem）在其官網宣佈，已與英國房地產巨頭Landsec正式達成合約交換協議，完成收購位於倫敦市中心的地標寫字樓One New Street Square——該樓是全球四大會計事務所之一德勤（Deloitte）的倫敦總部大樓。最終收購價格爲3.495億英鎊，約爲29.25億人民幣。這是繼華懋去年9月以1.585億英鎊購入位於倫敦Farrington的TikTok倫敦總部——“萬花筒大樓”（Kaleidoscope）之後，近一年來第二次涉足倫敦商業地產市場。對於這筆交易，華懋集團執行董事兼行政總裁蔡宏興表示：“很高興收購倫敦大樓One New Street Square的產權。此物業位處倫敦中部核心區域，可帶來可觀回報，爲集團擴展業務的重要一步。集團打算持有此物業作長期投資，亦正計劃逐步增加在其他主要國際級城市的投資。”值得一提的是，香港華懋集團曾和德國投資基金UnionInvestments、以及一個超高淨值家族投資者一同競購這一大樓，最終華懋集團勝出。德勤倫敦總部大樓（1 New Street Square）於2016年開發，位於倫敦一區Holborn，具體郵編爲EC4A 3HQ，靠近Blackfriars、Chancery Lane、Farringdon等地鐵站和火車站。值得注意的是，該大樓和華懋集團2022年9月收購的TikTok倫敦總部——“萬花筒大樓”（Kaleidoscope）之間，步行距離僅10分鐘左右。1&nbsp;New&nbsp;Street Square寫字樓共有16層，其可租用面積爲276,502平方尺，約合26,000平方米，整棟大樓玻璃窗的設計讓住戶可以無障礙地觀賞倫敦市中心的360°全景，聖保羅大教堂、倫敦眼、碎片大廈等地標盡收眼底。‍2015年，德勤預租了1&nbsp;New","listText":"2023年1月29日，中國香港開發商華懋集團（China&nbsp;Chem）在其官網宣佈，已與英國房地產巨頭Landsec正式達成合約交換協議，完成收購位於倫敦市中心的地標寫字樓One New Street Square——該樓是全球四大會計事務所之一德勤（Deloitte）的倫敦總部大樓。最終收購價格爲3.495億英鎊，約爲29.25億人民幣。這是繼華懋去年9月以1.585億英鎊購入位於倫敦Farrington的TikTok倫敦總部——“萬花筒大樓”（Kaleidoscope）之後，近一年來第二次涉足倫敦商業地產市場。對於這筆交易，華懋集團執行董事兼行政總裁蔡宏興表示：“很高興收購倫敦大樓One New Street Square的產權。此物業位處倫敦中部核心區域，可帶來可觀回報，爲集團擴展業務的重要一步。集團打算持有此物業作長期投資，亦正計劃逐步增加在其他主要國際級城市的投資。”值得一提的是，香港華懋集團曾和德國投資基金UnionInvestments、以及一個超高淨值家族投資者一同競購這一大樓，最終華懋集團勝出。德勤倫敦總部大樓（1 New Street Square）於2016年開發，位於倫敦一區Holborn，具體郵編爲EC4A 3HQ，靠近Blackfriars、Chancery Lane、Farringdon等地鐵站和火車站。值得注意的是，該大樓和華懋集團2022年9月收購的TikTok倫敦總部——“萬花筒大樓”（Kaleidoscope）之間，步行距離僅10分鐘左右。1&nbsp;New&nbsp;Street Square寫字樓共有16層，其可租用面積爲276,502平方尺，約合26,000平方米，整棟大樓玻璃窗的設計讓住戶可以無障礙地觀賞倫敦市中心的360°全景，聖保羅大教堂、倫敦眼、碎片大廈等地標盡收眼底。‍2015年，德勤預租了1&nbsp;New","text":"2023年1月29日，中國香港開發商華懋集團（China Chem）在其官網宣佈，已與英國房地產巨頭Landsec正式達成合約交換協議，完成收購位於倫敦市中心的地標寫字樓One New Street Square——該樓是全球四大會計事務所之一德勤（Deloitte）的倫敦總部大樓。最終收購價格爲3.495億英鎊，約爲29.25億人民幣。這是繼華懋去年9月以1.585億英鎊購入位於倫敦Farrington的TikTok倫敦總部——“萬花筒大樓”（Kaleidoscope）之後，近一年來第二次涉足倫敦商業地產市場。對於這筆交易，華懋集團執行董事兼行政總裁蔡宏興表示：“很高興收購倫敦大樓One New Street Square的產權。此物業位處倫敦中部核心區域，可帶來可觀回報，爲集團擴展業務的重要一步。集團打算持有此物業作長期投資，亦正計劃逐步增加在其他主要國際級城市的投資。”值得一提的是，香港華懋集團曾和德國投資基金UnionInvestments、以及一個超高淨值家族投資者一同競購這一大樓，最終華懋集團勝出。德勤倫敦總部大樓（1 New Street Square）於2016年開發，位於倫敦一區Holborn，具體郵編爲EC4A 3HQ，靠近Blackfriars、Chancery Lane、Farringdon等地鐵站和火車站。值得注意的是，該大樓和華懋集團2022年9月收購的TikTok倫敦總部——“萬花筒大樓”（Kaleidoscope）之間，步行距離僅10分鐘左右。1 New Street Square寫字樓共有16層，其可租用面積爲276,502平方尺，約合26,000平方米，整棟大樓玻璃窗的設計讓住戶可以無障礙地觀賞倫敦市中心的360°全景，聖保羅大教堂、倫敦眼、碎片大廈等地標盡收眼底。‍2015年，德勤預租了1 New","images":[{"img":"https://static.tigerbbs.com/1dab23e1cdd64474939fd0e1dd395544","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/71d6e553d95e4ee685d10c0374f69119","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/dd84160bb21241e2a708e42b136f65de","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622996556","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":32,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955027279,"gmtCreate":1675091452192,"gmtModify":1676538975700,"author":{"id":"3580076354872466","authorId":"3580076354872466","name":"玉树临风英俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580076354872466","idStr":"3580076354872466"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955027279","repostId":"622994334","repostType":1,"repost":{"id":622994334,"gmtCreate":1675089958030,"gmtModify":1676538975537,"author":{"id":"3488157435400312","authorId":"3488157435400312","name":"GPLP犀牛财经","avatar":"https://static.tigerbbs.com/14abc57b2bc335b01ce8f7df19813f91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488157435400312","idStr":"3488157435400312"},"themes":[],"title":"變革發展，堅定出發，康佳集團公佈2022年年度業績預告","htmlText":"1月30日，康佳集團發佈了2022年年度業績預告，報告期內，康佳集團預計實現收入280-315億元。2022年，在面臨疫情反覆、消費下滑、供應鏈震盪與宏觀政策調整等因素疊加的複雜背景下，康佳集團以精益管理爲核心指導思想，聚焦主業發展，主動深入推進產業結構優化，堅持“消費類電子+半導體+新能源科技”三大產業主線，大力推進降本增效、控費節支，不斷強化科技創新，持續夯實專業能力建設，推動康佳集團高質量發展。康佳集團圍繞精益管理理念，以強身健體、穩健發展爲經營總基調，通過開展降本控費，推進應收款項回收，退出虧損和不符合公司發展戰略的下屬參控股企業等多種方式，推動精益管理工作，爲康佳集團高質量發展夯實基礎。康佳集團堅持以科技創新驅動，不斷強化“研究院-重點實驗室-產品研發中心”三級研發體系，持續加大在半導體、大數據、顯示技術、健康冷鮮技術等領域的研發投入，增強康佳集團科技創新能力。在覈心技術研發方面，報告期內，康佳集團多項關鍵核心技術取得突破，加速推進技術產業化進程。在半導體領域，康佳集團自主開發的Micro LED“混合式巨量轉移技術”修復後的三色轉移良率達到99.999%，15um*30um Micro LED芯片製作良率達到99%，並落地MLED直顯量產線等產業化項目。在白電領域，康佳集團開展了《基於逆布雷頓製冷技術的深冷冰箱技術開發》項目的應用基礎研究，在研發出民用空氣製冷深低溫-86℃冰箱後，進一步實現製冷溫度突破-120℃，開拓了康佳集團超低溫製冷產品在醫療、軍工、科研機構實驗室、運輸等領域的市場空間，開發的15天生態原鮮技術通過多場耦合保鮮技術，提升了冰箱內食品保鮮期。康佳集團在科技創新方面的成就也獲得了國家、行業內外的高度認可，成功榮獲國家級獎項1項，省部級獎項4項，其中《參數分離方法智能電視及存儲介質》榮獲中國專利優秀獎，《融合信息設備和信標協同互聯的智慧終端關鍵技","listText":"1月30日，康佳集團發佈了2022年年度業績預告，報告期內，康佳集團預計實現收入280-315億元。2022年，在面臨疫情反覆、消費下滑、供應鏈震盪與宏觀政策調整等因素疊加的複雜背景下，康佳集團以精益管理爲核心指導思想，聚焦主業發展，主動深入推進產業結構優化，堅持“消費類電子+半導體+新能源科技”三大產業主線，大力推進降本增效、控費節支，不斷強化科技創新，持續夯實專業能力建設，推動康佳集團高質量發展。康佳集團圍繞精益管理理念，以強身健體、穩健發展爲經營總基調，通過開展降本控費，推進應收款項回收，退出虧損和不符合公司發展戰略的下屬參控股企業等多種方式，推動精益管理工作，爲康佳集團高質量發展夯實基礎。康佳集團堅持以科技創新驅動，不斷強化“研究院-重點實驗室-產品研發中心”三級研發體系，持續加大在半導體、大數據、顯示技術、健康冷鮮技術等領域的研發投入，增強康佳集團科技創新能力。在覈心技術研發方面，報告期內，康佳集團多項關鍵核心技術取得突破，加速推進技術產業化進程。在半導體領域，康佳集團自主開發的Micro LED“混合式巨量轉移技術”修復後的三色轉移良率達到99.999%，15um*30um Micro LED芯片製作良率達到99%，並落地MLED直顯量產線等產業化項目。在白電領域，康佳集團開展了《基於逆布雷頓製冷技術的深冷冰箱技術開發》項目的應用基礎研究，在研發出民用空氣製冷深低溫-86℃冰箱後，進一步實現製冷溫度突破-120℃，開拓了康佳集團超低溫製冷產品在醫療、軍工、科研機構實驗室、運輸等領域的市場空間，開發的15天生態原鮮技術通過多場耦合保鮮技術，提升了冰箱內食品保鮮期。康佳集團在科技創新方面的成就也獲得了國家、行業內外的高度認可，成功榮獲國家級獎項1項，省部級獎項4項，其中《參數分離方法智能電視及存儲介質》榮獲中國專利優秀獎，《融合信息設備和信標協同互聯的智慧終端關鍵技","text":"1月30日，康佳集團發佈了2022年年度業績預告，報告期內，康佳集團預計實現收入280-315億元。2022年，在面臨疫情反覆、消費下滑、供應鏈震盪與宏觀政策調整等因素疊加的複雜背景下，康佳集團以精益管理爲核心指導思想，聚焦主業發展，主動深入推進產業結構優化，堅持“消費類電子+半導體+新能源科技”三大產業主線，大力推進降本增效、控費節支，不斷強化科技創新，持續夯實專業能力建設，推動康佳集團高質量發展。康佳集團圍繞精益管理理念，以強身健體、穩健發展爲經營總基調，通過開展降本控費，推進應收款項回收，退出虧損和不符合公司發展戰略的下屬參控股企業等多種方式，推動精益管理工作，爲康佳集團高質量發展夯實基礎。康佳集團堅持以科技創新驅動，不斷強化“研究院-重點實驗室-產品研發中心”三級研發體系，持續加大在半導體、大數據、顯示技術、健康冷鮮技術等領域的研發投入，增強康佳集團科技創新能力。在覈心技術研發方面，報告期內，康佳集團多項關鍵核心技術取得突破，加速推進技術產業化進程。在半導體領域，康佳集團自主開發的Micro LED“混合式巨量轉移技術”修復後的三色轉移良率達到99.999%，15um*30um Micro 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