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掘金交易单:你关注了哪些厉害的“宝藏投资者”?
欢迎来到【交易分享】功能专区。在这里,你能看到老虎社区众多“大神”的订单分享,挖掘意想不到的交易机会,也欢迎虎友们互相推荐、安利自己发现的“宝藏投资者”哦!
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一颗长势良好的韭菜
一颗长势良好的韭菜
·
刚刚
我开仓了200.0股
$药明康德(02359)$
,来看看我最新分享的订单!
看
2
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评论
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点赞
编组 21备份 2
分享
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一颗长势良好的韭菜
一颗长势良好的韭菜
·
刚刚
我平仓了100.0股
$老铺黄金(06181)$
,来看看我最新分享的订单!
看
8
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一颗长势良好的韭菜
一颗长势良好的韭菜
·
刚刚
我开仓了500.0股
$药明生物(02269)$
,来看看我最新分享的订单!
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一颗长势良好的韭菜
一颗长势良好的韭菜
·
刚刚
我开仓了5.0股
$Strategy(MSTR)$
,来看看我最新分享的订单!
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
小林de
小林de
·
刚刚
我开仓了500.0股
$CleanSpark, Inc.(CLSK)$
,来看看我最新分享的订单!
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
lonelynut
lonelynut
·
9分钟前
我平仓了19手
$JD 20250314 43.0 PUT$
,来看看我最新分享的订单!
看
86
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
dearbing
dearbing
·
11分钟前
我开仓了
$英特尔(INTC)$
,裁员吧
看
15
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
悟空的花果山
悟空的花果山
·
12分钟前
我平仓了
$QQQ 20250317 480.0 PUT$
,解除对冲
看
8
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评论
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点赞
编组 21备份 2
分享
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dearbing
dearbing
·
13分钟前
我平仓了
$特斯拉(TSLA)$
,换英特尔
看
22
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评论
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点赞
编组 21备份 2
分享
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Joe998
Joe998
·
25分钟前
我开仓了
$Corcept医疗(CORT)$
,来看看我最新分享的订单!
看
430
回复
1
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1
编组 21备份 2
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好名字都被占光了
好名字都被占光了
·
27分钟前
我开仓了
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
,啦咯啦咯啦咯啦咯啦咯啦莫莫莫来来来
看
390
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编组 21备份 2
分享
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WilsonTan
WilsonTan
·
29分钟前
我开仓了
$PayPal(PYPL)$
,来看看我最新分享的订单!
看
212
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评论
点赞
1
编组 21备份 2
分享
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WilsonTan
WilsonTan
·
29分钟前
我开仓了
$PayPal(PYPL)$
,来看看我最新分享的订单!
看
490
回复
评论
点赞
2
编组 21备份 2
分享
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WilsonTan
WilsonTan
·
29分钟前
我开仓了
$PayPal(PYPL)$
,来看看我最新分享的订单!
看
289
回复
评论
点赞
1
编组 21备份 2
分享
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阳光_2388
阳光_2388
·
29分钟前
我开仓了1手
$MSTR 20250321 300.0 CALL$
,来看看我最新分享的订单!
看
228
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评论
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2
编组 21备份 2
分享
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期权小白菜
期权小白菜
·
39分钟前
我开仓了200.0股
$SoundHound AI Inc(SOUN)$
,备战下周GTC大会,AI概念股怎么少的了它,先买200股[开心]
看
515
回复
评论
点赞
1
编组 21备份 2
分享
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WilsonTan
WilsonTan
·
41分钟前
我开仓了
$PayPal(PYPL)$
,来看看我最新分享的订单!
看
340
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评论
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点赞
编组 21备份 2
分享
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WilsonTan
WilsonTan
·
41分钟前
我开仓了
$PayPal(PYPL)$
,来看看我最新分享的订单!
看
159
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评论
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点赞
编组 21备份 2
分享
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WilsonTan
WilsonTan
·
41分钟前
我开仓了
$Cloudflare, Inc.(NET)$
,来看看我最新分享的订单!
看
104
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编组 21备份 2
分享
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巴韭隆
巴韭隆
·
47分钟前
我开仓了4手
$COIN 20250321 220.0 CALL$
,薅点是点
看
182
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编组 21备份 2
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小金历险记
小金历险记
·
03-14 22:42
维升药业赴港IPO:能否复制港股医药股逆袭神话?
一、公司定位:内分泌赛道的“技术黑马” 维升药业(02561.HK)成立于2018年,专注于内分泌疾病创新疗法研发,核心产品包括全球首个优效于日制剂的长效生长激素隆培促生长素(已提交中国上市申请),以及两款处于临床后期的突破性药物。公司依托丹麦Ascendis Pharma的TransCon长效技术平台,通过“暂时连接”分子设计延长药物半衰期,解决传统激素治疗需频繁注射的痛点,覆盖生长激素缺乏症、甲状旁腺功能减退症等适应症。 差异化优势: 技术壁垒:TransCon平台已获欧美药监局认可,隆培促生长素海外销售额达1.97亿欧元(2024年) 管线稀缺性:国内唯一针对软骨发育不全病因的那韦培肽,潜在填补50亿市场空白 商业化加速:上海、苏州生产基地已投产,B轮融资后估值超10亿美元 二、赛道潜力:非糖尿病内分泌市场的“隐形金矿” 中国内分泌药物市场呈现“一超多强”格局:糖尿病药物占据80%份额,而生长激素、甲状旁腺疾病等细分领域增速达15%-20%,2030年规模预计突破740亿元。 维升药业避开内卷的肿瘤赛道,主攻三大蓝海领域: 生长激素市场:长春高新垄断75%份额,但长效剂型渗透率仅30%(vs 欧美60%),隆培促生长素的每周一次注射优势显著 甲状旁腺功能减退症:国内尚无替代疗法,帕罗培特立帕肽作为全球首个FIC药物,3期试验达标 软骨发育不全:患者约9万人,现有疗法仅缓解症状,那韦培肽可靶向FGFR3通路 三、打新亮点:高胜率要素拆解 行业热度:医药股2024年港股打新首日平均涨幅28%(vs 全市场19%),生物医药占超购TOP10的40% 市场热度:蜜雪集团,毛戈平,老铺黄金次新股大涨,中概腾讯,小米,阿里巴巴也引领一波上涨 保荐人:摩根士丹利+富瑞金融保荐,大摩稳价会出一点力,如果大跌他会装死 估值锚定:发行价对应PE 32倍,较长春高新(45倍)折价29%,较
看
1,399
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1
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5
编组 21备份 2
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维升药业赴港IPO:能否复制港股医药股逆袭神话?
理想中的生活
理想中的生活
·
03-14 22:10
我开仓了
$XPEV 20250321 25.5 PUT$
,我开仓了
$XPEV 20250321 25.5 PUT$
, 看了理想汽车的走势,从现在开始,除了做covered call守住部分盈利,任何一次冲高都是做领口策略,买入put的机会。 小鹏汽车最近连续释放利好造势,交付量连续两个月位列新势力第一,宣布飞行汽车量产计划,发布改款新车,公布新车订单数量,这些标准营销动作的背后难以掩饰经营的捉襟见肘,除非季度扭亏为盈,其它均无炒作价值。
看
428
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3
编组 21备份 2
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谋定后动
谋定后动
·
03-14 23:23
我开仓了6手
$QQQ 20250321 500.0 CALL$
,【23万实盘分享】经过一个星期下跌的暴击,现在大盘有了一点像样的反弹,趁着这样的机会卖出cc,这时候不要贪权利金,行权价尽可能地高一些,反弹阶段的卖飞悲剧经常发生的。
看
2,424
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2
编组 21备份 2
分享
举报
一颗长势良好的韭菜
一颗长势良好的韭菜
·
刚刚
我开仓了200.0股
$药明康德(02359)$
,来看看我最新分享的订单!
看
2
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一颗长势良好的韭菜
一颗长势良好的韭菜
·
刚刚
我平仓了100.0股
$老铺黄金(06181)$
,来看看我最新分享的订单!
看
8
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一颗长势良好的韭菜
一颗长势良好的韭菜
·
刚刚
我开仓了500.0股
$药明生物(02269)$
,来看看我最新分享的订单!
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一颗长势良好的韭菜
一颗长势良好的韭菜
·
刚刚
我开仓了5.0股
$Strategy(MSTR)$
,来看看我最新分享的订单!
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
小林de
小林de
·
刚刚
我开仓了500.0股
$CleanSpark, Inc.(CLSK)$
,来看看我最新分享的订单!
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
lonelynut
lonelynut
·
9分钟前
我平仓了19手
$JD 20250314 43.0 PUT$
,来看看我最新分享的订单!
看
86
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Joe998
Joe998
·
25分钟前
我开仓了
$Corcept医疗(CORT)$
,来看看我最新分享的订单!
看
430
回复
1
点赞
1
编组 21备份 2
分享
举报
悟空的花果山
悟空的花果山
·
12分钟前
我平仓了
$QQQ 20250317 480.0 PUT$
,解除对冲
看
8
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
dearbing
dearbing
·
11分钟前
我开仓了
$英特尔(INTC)$
,裁员吧
看
15
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
dearbing
dearbing
·
13分钟前
我平仓了
$特斯拉(TSLA)$
,换英特尔
看
22
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
好名字都被占光了
好名字都被占光了
·
27分钟前
我开仓了
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
,啦咯啦咯啦咯啦咯啦咯啦莫莫莫来来来
看
390
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
期权小白菜
期权小白菜
·
39分钟前
我开仓了200.0股
$SoundHound AI Inc(SOUN)$
,备战下周GTC大会,AI概念股怎么少的了它,先买200股[开心]
看
515
回复
评论
点赞
1
编组 21备份 2
分享
举报
WilsonTan
WilsonTan
·
29分钟前
我开仓了
$PayPal(PYPL)$
,来看看我最新分享的订单!
看
490
回复
评论
点赞
2
编组 21备份 2
分享
举报
阳光_2388
阳光_2388
·
29分钟前
我开仓了1手
$MSTR 20250321 300.0 CALL$
,来看看我最新分享的订单!
看
228
回复
评论
点赞
2
编组 21备份 2
分享
举报
WilsonTan
WilsonTan
·
29分钟前
我开仓了
$PayPal(PYPL)$
,来看看我最新分享的订单!
看
212
回复
评论
点赞
1
编组 21备份 2
分享
举报
WilsonTan
WilsonTan
·
29分钟前
我开仓了
$PayPal(PYPL)$
,来看看我最新分享的订单!
看
289
回复
评论
点赞
1
编组 21备份 2
分享
举报
理想中的生活
理想中的生活
·
59分钟前
我开仓了
$UVXY 20250321 24.0 PUT$
,在特朗普一顿瞎折腾之下,“衰退”随时可能到来,UVXY完全可以在24以下接盘。
看
118
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点赞
编组 21备份 2
分享
举报
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