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怎么选出好的投资标的?
雪球· 2025-06-04 07:52
来源:雪球 风险提示:本文所提到的观点仅代表个人的意见,所涉及标的不作推荐,据此买卖,风险自负。 作者:边城浪子1986 二、有风口预期 比如2021年中广核新能源有碳中和风口,2024年中烟香港有出海风口,2025年招金矿业有金价 大涨风口,2024年底的腾讯、阿里有Ai风口。 三、市值越小,弹性越高 在预期确定的情况下,市值越小,弹性越高。像市值偏小的中广核新能源、中烟香港都是几倍涨 幅。 而大象腾讯、阿里短期涨幅就相对小一些,因为市值越大,推动上涨所需的资金越多。 像黄金风口的招金矿业就涨不过市值较小的灵宝黄金。 一些球友对我能不断从一只好的标的,切换到另一只好的标的感到好奇。除了自己本身就花大量 时间研究和收集标的外,经常是研究到凌晨1、2点,甚至3、4点。套用一句湖远行的话:我勤奋 一点不比别人差,选出好股的人为什么不能是我呢? 当然除了勤奋以外,我的选择投资标的的标准主要有以下几点: 一、市值偏小,但大股东实力强劲 就是标的的市值比较小,但大股东却是巨头,这样未来的想象空间和资产注入空间就比较大,容 易得到大股东的扶持,未来市值增长空间就比较大。典型的就是中烟香港。中烟香港在2024年低 位时市值 ...
4月29日早间新闻精选
news flash· 2025-04-29 00:09
Group 1 - Chinese companies including ByteDance, Alibaba, and Tencent have placed orders for at least $16 billion worth of Nvidia H20 chips in Q1 2024 [2] - Multiple fund companies have received notifications from index companies about a reduction in index authorization fees, with the fees being generally reduced by 20% [4] Group 2 - Several companies reported significant year-on-year net profit growth in Q1, including: - Yitu Technology with a 287% increase - Lantian Co. with a 3543% increase - Jinlang Technology with an 860% increase - Juchip Technology with a 386% increase - Wuhan Fangu with a 195% increase - Huichuan Technology with a 63.08% increase - Xingqi Eye Medicine with a 320% increase - WuXi AppTec with an 89.06% increase - Yunnan Baiyao with a 14% increase - Shengyi Electronics with a 656.87% increase - Hongjing Technology turning a profit of 21.65 million yuan [5] Group 3 - Several companies reported declines in net profit for Q1, including: - Transsion Holdings with a 70% decrease - Dongbei Group with a 5.85% decrease - Zhongbei Communication with a 59% decrease, despite a 973% increase in intelligent computing business revenue - BAIC Blue Valley with a net loss of 953 million yuan, planning to raise no more than 6 billion yuan through a private placement - Yanghe Distillery with a 39.93% decrease [6] Group 4 - Stocks of multiple companies will face delisting risk warnings starting April 30, including: - Sitong Co. - Baidu Co. - ST Dongfang, which will terminate its listing - Weitai, which will also face delisting risk warnings - Aiai Precision Engineering [7][8] Group 5 - Lifan Technology announced it could not disclose its regular report by the scheduled date and is unlikely to do so within the legal timeframe [10] - The stock of Huadian Co. is set for a reduction of up to 12 million shares by Huishi Holdings [11] - Sairisi has applied for a main board listing in Hong Kong, with CICC and China Galaxy International Securities as joint sponsors [12]