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    <title>芯片牛 - 估值分析</title>
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    <description>Latest 20 threads of 估值分析</description>
    <copyright>Copyright(C) 芯片牛</copyright>
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      <title>芯片牛</title>
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    <item>
      <title>市场为何不买泡泡玛特的账了</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=2039</link>
      <description><![CDATA[https://mp.weixin.qq.com/s/AgEPK34NNLAhNaTIKEjmPw]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Fri, 27 Mar 2026 11:56:27 +0000</pubDate>
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    <item>
      <title>上证50VS道琼斯：中美传统行业差距抹平，未来分野唯在科技</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1963</link>
      <description><![CDATA[https://mp.weixin.qq.com/s/q2jxiv0oNAT2mMrsG_VBlg]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Wed, 17 Dec 2025 12:59:05 +0000</pubDate>
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    <item>
      <title>FCFE模型与DDM模型估值互证分析——以拓荆科技为例</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1962</link>
      <description><![CDATA[https://mp.weixin.qq.com/s/DO_oaiw_8nqH5m3s9DviUw]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Wed, 17 Dec 2025 12:58:35 +0000</pubDate>
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    <item>
      <title>“易中天”的“泡沫”炒到2027年了</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1958</link>
      <description><![CDATA[https://mp.weixin.qq.com/s/1msU5RQqTVsdgJJF3ZMPDw]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Wed, 17 Dec 2025 12:56:46 +0000</pubDate>
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    <item>
      <title>股神巴菲特选择股票的三个重要标准</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1257</link>
      <description><![CDATA[股神巴菲特选择股票的三个重要标准
​1、毛利率≥40%; 
2、净利率要≥5%; 
3、净资产收益率（ROE）≥15%。
​这三个指标中最重要的是ROE，巴菲特说过：“如果非要我用一个指标进行选股，我会选择ROE(净资产收益率)，那些ROE能常年持续稳定在20%以上的公司都是好公司， ...]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Mon, 13 Jan 2025 02:41:23 +0000</pubDate>
    </item>
    <item>
      <title>巴菲特选股条件：</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1096</link>
      <description><![CDATA[①债权比1.5&amp;6%（公司资产利用率高，且持续增值）
⑥每股收益稳定增长
⑦股息稳定增长
⑧护城河:利息保障倍数&gt;5倍（财务风险低）]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Sun, 22 Dec 2024 12:13:03 +0000</pubDate>
    </item>
    <item>
      <title>透视A股三季报 哪些方向还有潜在亮点？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1040</link>
      <description><![CDATA[https://www.cls.cn/detail/1839939[/backcolor]]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Fri, 20 Dec 2024 01:19:30 +0000</pubDate>
    </item>
    <item>
      <title>上市公司2022年3季度财报不完全汇总</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=603</link>
      <description><![CDATA[消费电子：代工龙头歌尔股份

今日晚间披露2022年前三季度财报，前三季度实现营业收入714.53亿元，同比增长40.47%；归属于上市公司股东的净利润38.4亿元，同比增长15.23%。其中Q3单季度实现营业收入305.49亿元，同比增长35.77%；归属于上市公司股东的净利润17.61亿元， ...]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Fri, 28 Oct 2022 04:18:25 +0000</pubDate>
    </item>
    <item>
      <title>“奶酪第一股”妙可蓝多要易主，蒙牛买得划算吗？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=395</link>
      <description><![CDATA[https://www.jiemian.com/article/5383099.html]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Thu, 10 Dec 2020 03:06:56 +0000</pubDate>
    </item>
    <item>
      <title>财说| 深南电路为何“失速”？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=328</link>
      <description><![CDATA[https://www.jiemian.com/article/5223614.html]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Fri, 06 Nov 2020 10:32:27 +0000</pubDate>
    </item>
    <item>
      <title>海康威视走向平庸？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=287</link>
      <description><![CDATA[https://www.jiemian.com/article/4853744.html]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Wed, 02 Sep 2020 11:07:37 +0000</pubDate>
    </item>
    <item>
      <title>分众传媒“回春”谜团：到底是真实改善，还是会计操作？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=285</link>
      <description><![CDATA[https://www.jiemian.com/article/4914227.html]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Wed, 02 Sep 2020 06:46:59 +0000</pubDate>
    </item>
    <item>
      <title>市值站稳5000亿，“酱油茅台”有点虚胖</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=276</link>
      <description><![CDATA[https://www.jiemian.com/article/4876164.html]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Fri, 28 Aug 2020 15:05:13 +0000</pubDate>
    </item>
    <item>
      <title>财说|“虚胖”的复星医药</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=274</link>
      <description><![CDATA[https://www.jiemian.com/article/4819075.html

图片来源：视觉中国
记者 |范嘉智编辑 |陈菲遐复星医药（600196.SH，02196.HK）的股价已从高点回撤超30%。WIND数据显示，复星医药A股的股价从7月初的33.59元/股最高攀升至79.19元/股，涨幅达到124%，市值一度突破2000亿 ...]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Fri, 28 Aug 2020 14:50:55 +0000</pubDate>
    </item>
    <item>
      <title>农夫山泉招股两日已超购286倍，募资额不及分红款，上市...</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=260</link>
      <description><![CDATA[https://www.jiemian.com/article/4889288.html]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Thu, 27 Aug 2020 01:00:27 +0000</pubDate>
    </item>
    <item>
      <title>贝壳凭什么秒杀万科？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=258</link>
      <description><![CDATA[https://www.jiemian.com/article/4882922.html]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Wed, 26 Aug 2020 11:48:02 +0000</pubDate>
    </item>
    <item>
      <title>顺丰“通吃”策略效果初显：上半年营收超711亿，快递业...</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=256</link>
      <description><![CDATA[https://www.jiemian.com/article/4882579.html]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Wed, 26 Aug 2020 05:06:16 +0000</pubDate>
    </item>
    <item>
      <title>5000亿市值的海天味业高估了吗？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=215</link>
      <description><![CDATA[https://www.jiemian.com/article/4846147.html

海天味业之所以受追捧，一个原因是其业绩的长期确定性。但是，随着海天味业销售渠道越铺越密集，经过多年快速增长的酱油行业已经显露疲态。

国家统计局数据显示，我国酱油产量从2004年到2015年呈现出放量式的高速增长， ...]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Wed, 19 Aug 2020 10:55:37 +0000</pubDate>
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    <item>
      <title>比亚迪成中国车企“市值一哥”，这背后有多少泡沫？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=195</link>
      <description><![CDATA[https://www.jiemian.com/article/4663497.html
上市十年的比亚迪（002594.SZ）一举超越上汽集团（600104.SH），成为了A股市值最大的汽车企业。7月10日，比亚迪股价报收89元/股，当日涨幅为5.38%，创公司股价历史新高。与此同时，公司总市值达到2253亿元。这一市值规模 ...]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Mon, 13 Jul 2020 04:51:46 +0000</pubDate>
    </item>
    <item>
      <title>高ROE+高净利润增长个股榜单</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=190</link>
      <description><![CDATA[https://weibo.com/ttarticle/p/show?id=2309404518615616454877

​​1、迈瑞医疗：医疗器械龙头。ROE在28％-42％之间，毛利率66％，净利润增长43％-75％。2、片仔癀：稀缺中药品种。ROE在16％-24％之间，毛利率43％，净利润增长14％-50％。3、爱尔眼科：眼科医院龙头 ...]]></description>
      <category>估值分析</category>
      <author>老牛</author>
      <pubDate>Mon, 22 Jun 2020 08:58:18 +0000</pubDate>
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