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$PGR(Progressive) 5.8.1 快照与技术选股归属:现价222.88,市值129.58B,52周区间189.2到239.38,现金及等价物138.0M,短期投资10005.0M,流动性合计10143.0M,季度经营现金流3607.0M为正,跑道不适用(经营现金流为正,不依赖现金消耗),年度财报12/31/2025收入87671.0M,净利润11308.0M,研发无M,资本支出-348.0M,季度财报6/30/2026收入23609.0M,净利润3311.0M,流动比率nan%,毛利率17.18%,营业利润率16.54%(数据来源:个股基本面快照,2026-10-14);技术选股D组硬条件命中,分数58.55,获利盘93.15%,套牢盘6.85%,90%集中度6.92(数据来源:技术选股,2026-10-14)。 5.8.2 主营业务与产品技术亮点:Progressive是美国车险龙头,主营个人汽车保险、房屋保险与商业保险。核心技术亮点包括直接分销与代理人双渠道,基于驾驶行为的UBI定价技术,理赔数字化与快速结算能力。本条不写数字。 5.8.3 事件促发点:2026-10-14 Progressive发布财报,预期EPS为4.46,涉及季度业绩,量级判断重大,方向待定(数据来源:未来5日财报日历,2026-10-14)。暂无其他已公开促发点。 5.8.4 大行研报与消息汇总:目标价均值无,买入无,持有无,卖出无(数据来源:Nasdaq分析师库,2026-10-14)。Barclays目标价246上调至247,上调0.4%,头部国际大行,距现价16.4%(数据来源:MarketBeat 2026-10-07);HSBC目标价221下调至216,下调-2.3%,非头部,距现价1.79%(数据来源:MarketBeat 2026-10-07)。消息面:Zacks对PGR发出混合展望(Foreign Policy Journal 2026-10-13)。 5.8.5 关键价位、触发与失效:日线支撑筹码峰206.04距现价8.17%,日线压力20日高223.78距现价0.4%,周线支撑周线MA10为216.7距现价2.77%,周线压力52周高239.38距现价7.4%(数据来源:个股筹码四元组与关键价位,2026-10-14)。触发条件为放量突破20日高223.78,失效条件为跌破筹码峰206.04。资金共振同向项数2项(数据来源:3.1节,2026-10-14)。 5.8.6 情景:牛档239.38(周线压力52周高),基准档223.78(日线压力20日高),熊档206.04(日线支撑筹码峰)。从现价到周线压力空间7.4%。 5.8.7 结论:等触发,1到2周期望幅度至223.78约0.4%,赔率中性,建议观察,最大风险是财报不及预期。第一目标223.78,第二目标239.38。 5.9 $BIIB(Biogen) 5.9.1 快照与技术选股归属:现价228.9,市值33.82B,52周区间138.0到238.24,现金及等价物3008.5M,短期投资807.2M,流动性合计3815.7M,季度经营现金流448.9M为正,跑道不适用(经营现金流为正,不依赖现金消耗),年度财报12/31/2025收入9890.6M,净利润1292.9M,研发1778.6M,资本支出-153.8M,季度财报6/30/2026收入2736.0M,净利润97.5M,流动比率267.9%,毛利率75.69%,营业利润率18.83%(数据来源:个股基本面快照,2026-10-14);技术选股D组硬条件命中,分数38.68,获利盘97.73%,套牢盘2.27%,90%集中度11.81(数据来源:技术选股,2026-10-14)。 5.9.2 主营业务与产品技术亮点:Biogen是生物技术公司,主营多发性硬化、阿尔茨海默病与神经科学药物。核心技术亮点包括神经科学管线深度,阿尔茨海默病抗体药物,与Eisai等合作伙伴的全球商业化能力。本条不写数字。 5.9.3 事件促发点:2026-10-12 JPMorgan升级至Overweight,目标价210上调至300,涉及评级与目标价,量级判断重大,方向利多(数据来源:MarketBeat 2026-10-12)。暂无其他已公开促发点。 5.9.4 大行研报与消息汇总:目标价均值241.96,区间175.0到300.0,买入17家,持有6家,卖出1家,下期EPS预测12.41(Dec 2026),近4周EPS上修2家下修1家(数据来源:Nasdaq分析师库,2026-10-14)。JPMorgan升级至Overweight,目标价210上调至300,上调42.9%,头部五大,距现价32.91%(数据来源:MarketBeat 2026-10-12);UBS目标价240上调至270,上调12.5%,头部国际大行,距现价21.7%(数据来源:MarketBeat 2026-10-09);BMO目标价未披露至220,来源弱,非头部,距现价-5.12%(数据来源:MarketBeat 2026-10-12)。消息面:无。 5.9.5 关键价位、触发与失效:日线支撑筹码峰217.12距现价5.43%,日线压力20日高238.24距现价4.08%,周线支撑周线MA10为221.97距现价3.03%,周线压力52周高238.24距现价4.08%(数据来源:个股筹码四元组与关键价位,2026-10-14)。触发条件为放量突破20日高238.24,失效条件为跌破筹码峰217.12。资金共振同向项数3项(数据来源:3.1节,2026-10-14)。 5.9.6 情景:牛档238.24(周线压力52周高,与日线压力同位),基准档217.12(日线支撑筹码峰),熊档221.97(周线支撑周线MA10)。从现价到周线压力空间4.08%。 5.9.7 结论:可买,1到2周期望幅度至238.24约4.1%,赔率中性偏多,建议半仓,最大风险是神经科学药物竞争加剧。第一目标238.24,第二目标无更高参照,突破后重算。
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$VRDN(Viridian Therapeutics) 5.2.1 快照:现价24.27|市值2.75B|52周区间13.18到34.29|现金及等价物212.4M|短期投资662.3M|流动性合计874.7M|季度经营现金流出105.3M|跑道8.3个季度约2.1年|年度收入70.8M|净利润-342.6M|研发338.9M|资本支出-0.5M|季度收入0.3M|季度净利润-127.1M|流动比率1264.9%|毛利率100.0%|营业利润率-512.91%|技术选股A组分数78、硬条件命中、获利盘95.52%、套牢盘4.48%、90%集中度20.16(来源Nasdaq财报接口与技术选股 10/29/2026) 5.2.2 主营业务与产品技术亮点:专注甲状腺眼病等自身免疫罕见病抗体药物开发,属生物医药创新大类创新药基因子行业;核心管线为长效IGF-1R抗体,走皮下注射路线以替代静脉给药;管线形态为单一适应症深耕加多适应症拓展;客户与产业链位置为自研自产、面向专科内分泌与眼科渠道(业务描述,无数字) 5.2.3 事件促发点:FDA批准Lumvoa后估值重估讨论,已发生2026-10-28,量级中等,利多(来源Google News Simply Wall St 10/28/2026);财报日未在数据块未来5日日历中列出,暂无已公开促发点 5.2.4 大行研报与消息汇总:Nasdaq分析师库买入12家持有0家卖出0家,目标价均值34.11、区间22.0到41.0,距现价约40.5%(来源Nasdaq分析师库 10/29/2026);消息面Simply Wall St称FDA批准Lumvoa后估值仍偏低(来源Google News 10/28/2026);头部机构专项目标价本次未采集 5.2.5 关键价位、触发与失效:日线支撑筹码峰22.0距现价10.32%|日线压力20日高24.42距现价0.62%|周线支撑周线MA10 21.46距现价11.58%|周线压力52周高34.29距现价41.29%(来源个股筹码四元组 10/29/2026);触发为放量站稳24.42;失效为跌破22.0;资金共振同向2项 5.2.6 情景:牛档34.29(周线压力52周高,从现价空间41.29%);基准档24.42(日线压力20日高);熊档21.46(周线支撑周线MA10) 5.2.7 结论:可买,1到2周期望先看24.42再看34.29,赔率约1比2以上,建议半仓,最大风险为临床与商业化节奏不及预期。
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【Spicy Couple Gangbang】 Finale (28:59mins) 🌶️👬👭👬 Mid-session break. The room was so hot our backs were soaked.
One of the first-timers was so nervous he couldn’t focus and couldn’t stay hard, constantly worried he’d ruin the experience for us 🫣
It’s completely normal — most people’s first time is like this. We rested and talked, telling him he’ll loosen up after a few more times. After the break we started another round 🔥
Chaos again: couldn’t tell who was in front or behind, only that pussies were being filled one after another and mouths were too stuffed to moan.
Someone asked, “Want David to fuck you?” — Yes. Then I was pounded until my voice broke 💦 Afterwards we toasted with egg tarts 🥧
Little Chili praised her boyfriend for finally being a good boy today. Usually he’s too shy to take initiative with others, but this time he lasted a long time.
She laughed: “Because he met Angel.” 😆 What we really enjoyed wasn’t just the wild group sex, but the completely open chat afterwards, comforting first-time nerves, and the quiet hope that we might play together again if the chance comes.
From four to six people — after the heat, trust and ease are the sweetest part of the ending. ———————————————— 【群交超嫩辣情侣】结局篇 (28:59分钟) 🌶️👬👭👬 群交中场,房间热得背都湿透。
其中一个第一次的男生紧张到注意力全散、硬不起来,一直担心会不会影响我们体验🫣
其实太正常了——第一次多数人都这样。我们边休息边聊,告诉他慢慢适应就好,多参与几次就会放开。 休息完又再开一轮🔥
混乱再次开始:谁在前面、谁在后面分不清,只知道小穴被轮流塞满,嘴也被堵住叫不出来。
有人问「要不要给David操?」——要。于是又被干到声音都碎掉💦 结束后我们一起吃蛋挞干杯🥧
小辣椒夸自己男朋友今天终于是good boy,平时跟别人玩他都不敢主动,今天却能搞很久。
她笑说:「因为他遇到Angel。」😆 真正享受的不只是肉体乱交,还有事后毫无保留的聊天、互相安慰第一次的紧张、以及那份「下次有机会再一起玩」的期待。
四人变六人,刺激过后,信任和轻松才是结局最甜的部分。 @SEXYOY0214
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【Punishment Game - Swap time!】Part 5 (30mins) When we were having a blast downstairs in the small room! The women couldn't resist wanting the guys to join in! Especially when Sam was almost driving me crazy with his thrusts, suddenly he stopped and suggested changing locations. We quickly went upstairs where there were more beds so we could all play together! Once upstairs, the two Asian women immediately started getting intimate with the Russian beauty! Of course! The men couldn't resist and quickly climbed onto the bed to join our passion! Kissing the Russian beauty was such a delight; kissing a woman feels completely different from kissing a man. Women bring more tenderness, while men exude a sense of solidity! At this point, Sam was also teasing my body, but as I was enjoying myself, I realized he should be playing with other women too! I immediately let Sam indulge in passion with the Russian beauty, while I went to find the Taiwanese husband who was still longing for more! I kissed him passionately, then teased his manhood. By this time, he was already very aroused! I couldn't resist pulling him in front of Sam, letting Sam watch me being pleasured by another man! This was also Sam's favorite moment! And that's how we all got together! Who knows how many times we switched partners! This was the most enjoyable time we've had playing together as three couples for the first time! 【惩罚游戏 - 换妻时刻】第五部分(30分钟) 当我们在楼下的小房间玩high了!女人们都忍不住要鸡鸡进入了!尤其是我被Sam插得已经快不行了,突然停下来要换场地。我们很快得就上楼上有更多的床,好让我们可以玩在一起! 我们一上去后,其实我们两位亚洲女人就抱着俄罗斯美女开始亲热!当然!男人们很快就忍不住爬上床参与我们的激情! 我与俄罗斯美女接吻的好享受,女人与男人在接吻的感觉是完全不一样的。女人带来更多温柔,而男人却带有一种稳重的感觉!这时候的Sam也在挑逗着我的身体,在我享受着的时候,突然发现他应该跟其他女人玩呀!我马上让Sam与俄罗斯美女激情,而我就走去找刚刚意犹未尽的台湾人夫! 我主动的与他接吻,再去挑逗他的鸡鸡。这时候他的鸡鸡已经硬得很!我就忍不住拉他去Sam的面前,让Sam看我被其他男人插!这也是Sam最喜欢的时刻! 就这样我们就搞在一起了!也不知道换了多少次!这也是第一次3对情侣一起玩得最享受的一次了!
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【First Swap Jealous Wife】Part 4: It Hurts a Little, But She Still Wants to Squeeze 🫣 (21:54mins) Sam finally went in. She softly said, “It hurts a little, go slow.” She asked for a pillow and adjusted her position, but her body started moving on its own. She was squeezing tight and soaking wet. She still said it didn’t feel that good, yet her movements became more and more active. Halfway through she stopped because it felt a bit sharp, then immediately wanted to ride back to her husband. He had been hard for a long time, waiting for her. Sam still wanted to go deeper with her, but she had already turned toward her own husband. Later they finished directly — he came inside her. She said they didn’t need contraception. Her mouth said it hurt and that she wanted to go back, but her body was squeezing so tightly and getting wet so fast 💦 A jealous wife still trying to control the pace by “going back to her husband.” Was she really in pain, or was she afraid she liked it too much? 🔥 ———————————— 【首换吃醋人妻】第四集 有点痛,还是想夹 🫣(21:54分钟) Sam终于进去了,她轻轻说“有点痛,慢慢来”。 她要了枕头,调整姿势,身体却开始自己动。夹得很紧,湿得厉害。她嘴上还是说没有很爽,可动作却越来越主动。 中间因为有点扎而停了一下,她马上想骑回去找老公。老公在旁边硬了很久,一直在等她。 Sam还想再跟她玩深一点,她却已经转向自己老公了。后来他们直接做完,射进去了。她说不需要避孕。 嘴巴说痛、说要回去,身体却夹得那么紧,湿得那么快 💦 吃醋的人妻,还在用“回去找老公”来控制节奏。 她到底是真的痛,还是怕自己太喜欢?🔥 ————————- For all 所有人👉 中国与台湾的所有视频 👉 For this video only 这单一视频👉 完整版电报群: DM for Telegram VIP channel Telegram(free免费): RM89 for this full series
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