天岳先进首日大涨！止盈or继续持有？ - 老虎社区

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（8月25日）通过聆讯（无）全球最大的折叠自行车公司大行DAHON递表公司（12家）中国综合型煤炭物流服务提供商乾元微珂临床阶段的生物技术公司宝济药业-B致力于创新药开发的临床阶段生物制药公司天辰生物-B智能座舱解决方案的全球先驱及领导者斑马智行(A+H)全球领先的人工智能及高性能计算PCB供应商 <a href=\"https://laohu8.com/S/300476\">$胜宏科技(300476)$</a> 全球领先的专业光伏电池片制造商英发睿能专业的口腔材料公司沪鸽口腔(A+H)全球领先的精密智造创新科技公司 <a href=\"https://laohu8.com/S/002475\">$立讯精密(002475)$</a> (A+H)中国领先的AI基础设施软件提供商 <a href=\"https://laohu8.com/S/688031\">$星环科技(688031)$</a> 私域运营领域中领先的SaaS解决方案供应商小鹅通空间设计行业软件提供商群核科技中国领先的面向国际市场的数智软件技术服务","text":"港股IPO观察截止2025年的第34周，港交所2家上市，1家招股，3家聆讯，8家递表。当周上市（1家）(A+H)全球碳化硅衬底龙头公司 $天岳先进(02631)$ （首日+6.4%）当周招股（1家）数据中心绿电+储能电池厂商 $双登股份(06960)$ 哈萨克斯坦钨矿公司 $佳鑫国际资源(03858)$ 全球前五大空调提供商之一 $奥克斯电气(02580)$ （8月25日）通过聆讯（无）全球最大的折叠自行车公司大行DAHON递表公司（12家）中国综合型煤炭物流服务提供商乾元微珂临床阶段的生物技术公司宝济药业-B致力于创新药开发的临床阶段生物制药公司天辰生物-B智能座舱解决方案的全球先驱及领导者斑马智行(A+H)全球领先的人工智能及高性能计算PCB供应商 $胜宏科技(300476)$ 全球领先的专业光伏电池片制造商英发睿能专业的口腔材料公司沪鸽口腔(A+H)全球领先的精密智造创新科技公司 $立讯精密(002475)$ (A+H)中国领先的AI基础设施软件提供商 $星环科技(688031)$ 私域运营领域中领先的SaaS解决方案供应商小鹅通空间设计行业软件提供商群核科技中国领先的面向国际市场的数智软件技术服务","images":[{"img":"https://static.tigerbbs.com/64d2f83880d378540edc48d7d0e62072"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/471393843941400","isVote":1,"tweetType":1,"viewCount":40139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":469970232934824,"gmtCreate":1755769751071,"gmtModify":1755769752908,"author":{"id":"4210392478471192","authorId":"4210392478471192","name":"旺财你好","avatar":"https://static.tigerbbs.com/64c8f8e6f74311816acf394048c29a86","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210392478471192","authorIdStr":"4210392478471192"},"themes":[],"title":"","htmlText":"那大a的怎么办","listText":"那大a的怎么办","text":"那大a的怎么办","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469970232934824","isVote":1,"tweetType":1,"viewCount":3992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469701008424984,"gmtCreate":1755695344217,"gmtModify":1755695356107,"author":{"id":"10000000000010486","authorId":"10000000000010486","name":"理想之城","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010486","authorIdStr":"10000000000010486"},"themes":[],"title":"","htmlText":"天岳先进的产品已经广泛应用于英伟达等行业巨头的数据中心电源系统，成为AI算力基础设施的重要组成部分。随着英伟达800V 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A股差这么多","listText":"这个价格咋比 A股差这么多","text":"这个价格咋比 A股差这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469829382537456","isVote":1,"tweetType":1,"viewCount":2636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469628900774080,"gmtCreate":1755677927170,"gmtModify":1755677928900,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02631\">$天岳先进(02631)$</a>看好天岳先进的市场地位，但我现在对这个价格保持谨慎。我判断主力出货还没出完，所以后续会有若干个诱多动作去促使散户买回筹码。","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/688234\">$天岳先进(688234)$</a> 天岳先进本次香港公开发售股份数目占全球发售股份数目35.00%，获认购2809.19倍；国际发售股份数目占全球发售股份65.00%，获认购9.04倍。 天岳先进本次香港IPO引入基石投资者包括国能环保投资集团有限公司(“国能环保”)、未来资产证券(香港)有限公司(“未来资产证券”)、山金资产管理(香港)有限公司(“山金资产”)、和而泰智能控制国际有限公司(“和而泰”，由和而泰(002402.SZ)全资拥有)、以及兰坤先生。 <a href=\"https://laohu8.com/S/002402\">$和而泰(002402)$</a> 今日开盘，天岳先进涨12.57%，报48.18港元/股，市值230.04亿港元。 综合 | 招股书 公司公告 &nbsp;编辑 | Arti 本文仅为信息交流之用，不构成任何交易建议 招股书显示，天岳先进深耕宽禁带半导体材料行业，专业技术实力雄厚，自成立以来即专注于碳化硅衬底的研发与产业化。根据弗若斯特沙利文的资料，按2024年碳化硅衬底的销售收入计，公司是全球排名前三的碳化硅衬底制造商，市场份额为16.7%。 天岳先进的碳化硅材料为新能","text":"天岳先进(02631.HK)今日成功在港交所主板上市，中金公司、中信证券为联席保荐人。 $天岳先进(02631)$ 天岳先进深耕宽禁带半导体材料行业，专业技术实力雄厚，自成立以来即专注于碳化硅衬底的研发与产业化。根据弗若斯特沙利文的资料，按2024年碳化硅衬底的销售收入计，集团是全球排名前三的碳化硅衬底制造商，市场份额为16.7%。据悉，天岳先进现已进入英伟达供应链，大部分英伟达的碳化硅相关供应商都是天岳先进的客户。 $天岳先进(688234)$ 天岳先进本次香港公开发售股份数目占全球发售股份数目35.00%，获认购2809.19倍；国际发售股份数目占全球发售股份65.00%，获认购9.04倍。 天岳先进本次香港IPO引入基石投资者包括国能环保投资集团有限公司(“国能环保”)、未来资产证券(香港)有限公司(“未来资产证券”)、山金资产管理(香港)有限公司(“山金资产”)、和而泰智能控制国际有限公司(“和而泰”，由和而泰(002402.SZ)全资拥有)、以及兰坤先生。 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想接盘暗盘的，需要自己评估。","listText":"打新中的，就拿着呗。 想接盘暗盘的，需要自己评估。","text":"打新中的，就拿着呗。 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href=\"https://laohu8.com/S/02631\">$天岳先进(02631)$</a>有了港股的分流，流入资金会受限。其次，如果港股涨疯了，资金怎么移动？如果港股走势开始大幅度调整，有了港股这个定价的锚点，A股主力做空的时候必然选择更低的估值中枢。","text":"$天岳先进(02631)$有了港股的分流，流入资金会受限。其次，如果港股涨疯了，资金怎么移动？如果港股走势开始大幅度调整，有了港股这个定价的锚点，A股主力做空的时候必然选择更低的估值中枢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469267311485128","isVote":1,"tweetType":1,"viewCount":7061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469267074871496,"gmtCreate":1755589526096,"gmtModify":1755589527806,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02631\">$天岳先进(02631)$</a>今天的打野仓已经买进天岳。看明天港股表现，预计能涨个20个点往上了","listText":"<a target=\"_blank\" 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