一路富甲爽到爆的个人主页 - 老虎社区

一路富甲爽到爆

一路富甲爽到爆

暂无个人介绍

IP属地：未知

1关注

0粉丝

5主题

0勋章

一路富甲爽到爆

2023-07-27

我就问问阿里影业，咋啥时候能上到5块钱？

刷新记录！7月票房逼近70亿阿里影业(01060)等成背后赢家

一路富甲爽到爆

2025-06-17

$中信证券(600030)$ 就你这破股，还什么牛市旗手，简直就是一个垃圾玩意儿。

一路富甲爽到爆

2025-10-10

$中信证券(600030)$ 真是垃圾票

一路富甲爽到爆

2025-02-28

$中信证券(600030)$ 中信证券真是个垃圾票，除了会砸盘什么都不会

一路富甲爽到爆

2020-11-10

$上证指数(000001.SH)$我大A的走势就像开玩笑似的，垃圾！就会给美国接盘。

一路富甲爽到爆

2021-09-26

希望下半年，金融能来一波大行情，个股都能涨个5块6块的。

第三股“赚钱风”来临！这两大行业将成“香馍馍”

一路富甲爽到爆

2022-04-16

他说的话有几句是真的？你们都敢信吗？

抱歉，原内容已删除

一路富甲爽到爆

2021-07-09

能说说25款app都是啥吗？

抱歉，原内容已删除

一路富甲爽到爆

2025-10-10

$大麦娱乐(01060)$ 这就是个垃圾，拉高出货，套住了一大波人。

一路富甲爽到爆

2024-10-03

节后国内A股也会出现暴跌，新进场的韭菜们直接关门，闷杀！牛皮

刚刚，港股突变！发生了什么？后续怎么走？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3528421909346964","uuid":"3528421909346964","gmtCreate":1565327887545,"gmtModify":1616943776793,"name":"一路富甲爽到爆","pinyin":"ylfjsdbyilufujiashuangdaobao","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":152,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":534655278224888,"gmtCreate":1771552021534,"gmtModify":1771552595981,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"垃圾的阿里影业","listText":"垃圾的阿里影业","text":"垃圾的阿里影业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534655278224888","repostId":"2612401231","repostType":2,"repost":{"id":"2612401231","kind":"news","pubTimestamp":1771500660,"share":"https://www.laohu8.com/m/news/2612401231?lang=zh_CN&edition=full","pubTime":"2026-02-19 19:31","market":"fut","language":"zh","title":"2026春节档总票房破30亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2612401231","media":"智通财经","summary":"智通财经APP获悉，据灯塔专业版，截至2月19日19时27分，2026春节档（2月15日-2月23日）档期总票房（含预售）达30亿。","content":"<html><body><p>智通财经APP获悉，据灯塔专业版，截至2月19日19时27分，2026春节档（2月15日-2月23日）档期总票房（含预售）达30亿。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260219/1771500749723516.jpg?x-oss-process=image/format,jpg/quality,q_80\" title=\"1771500749723516.jpg\"/></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2026春节档总票房破30亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2026春节档总票房破30亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 19:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1405911.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据灯塔专业版，截至2月19日19时27分，2026春节档（2月15日-2月23日）档期总票房（含预售）达30亿。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1405911.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","01060":"大麦娱乐","BK4608":"AI应用概念股","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK1128":"电影和娱乐","BK4539":"次新股","BK1142":"互联网与直销零售","BK4023":"应用软件","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK1584":"蚂蚁金服概念","BK1516":"腾讯概念","BK1598":"恒大概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK1501":"阿里概念股","BK4585":"ETF&股票定投概念","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK1591":"就地过年概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK1581":"电影概念","00136":"中国儒意","BK1590":"短视频概念股","APPX":"2倍做多APP ETF-Tradr","LU0097036916.USD":"贝莱德美国增长A2 USD","BK1521":"挪威政府全球养老基金持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4613":"AI应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1405911.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612401231","content_text":"智通财经APP获悉，据灯塔专业版，截至2月19日19时27分，2026春节档（2月15日-2月23日）档期总票房（含预售）达30亿。","news_type":1,"symbols_score_info":{"00136":0.9,"01060":0.9,"APPX":0.6}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531270548738176,"gmtCreate":1770690127164,"gmtModify":1770690681643,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 真垃圾","listText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 真垃圾","text":"$大麦娱乐(01060)$ 真垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531270548738176","isVote":1,"tweetType":1,"viewCount":2960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529033949032736,"gmtCreate":1770189911768,"gmtModify":1770191032591,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 中信证券，你是快压不住盘了吗？马上要起爆了吗？","listText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 中信证券，你是快压不住盘了吗？马上要起爆了吗？","text":"$中信证券(600030)$ 中信证券，你是快压不住盘了吗？马上要起爆了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529033949032736","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528290937218264,"gmtCreate":1769998184875,"gmtModify":1769998187108,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 又开始拉证券了，赶紧跑","listText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 又开始拉证券了，赶紧跑","text":"$中信证券(600030)$ 又开始拉证券了，赶紧跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528290937218264","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527284971509224,"gmtCreate":1769739857335,"gmtModify":1769740366171,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 大麦娱乐，你真是个大垃圾。","listText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 大麦娱乐，你真是个大垃圾。","text":"$大麦娱乐(01060)$ 大麦娱乐，你真是个大垃圾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527284971509224","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527284826658224,"gmtCreate":1769739797595,"gmtModify":1769740339104,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 中信证券，你真是个垃圾🚮","listText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 中信证券，你真是个垃圾🚮","text":"$中信证券(600030)$ 中信证券，你真是个垃圾🚮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527284826658224","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525797613666704,"gmtCreate":1769400675256,"gmtModify":1769401795662,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 中信证券今天暴涨，赶紧出；等跌下来了再买进，波段操作，反反复复。一直上涨是不可能的，不要期待。","listText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 中信证券今天暴涨，赶紧出；等跌下来了再买进，波段操作，反反复复。一直上涨是不可能的，不要期待。","text":"$中信证券(600030)$ 中信证券今天暴涨，赶紧出；等跌下来了再买进，波段操作，反反复复。一直上涨是不可能的，不要期待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525797613666704","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512660763398144,"gmtCreate":1766188381060,"gmtModify":1766188383642,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"这应该是个好消息吧？算是对英特尔的重大利好。","listText":"这应该是个好消息吧？算是对英特尔的重大利好。","text":"这应该是个好消息吧？算是对英特尔的重大利好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512660763398144","repostId":"2592493191","repostType":2,"repost":{"id":"2592493191","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1766169096,"share":"https://www.laohu8.com/m/news/2592493191?lang=zh_CN&edition=full","pubTime":"2025-12-20 02:31","market":"fut","language":"en","title":"Market Chatter: Nvidia Wins US Antitrust Clearance for Intel Investment<blockquote>市场热议：英伟达赢得英特尔投资美国反垄断许可</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2592493191","media":"MT Newswires Live","summary":"Nvidia  won clearance from US antitrust regulators for its planned investment in Intel , according to a Federal Trade Commission notice, Reuters reported Friday.Nvidia announced in mid-September that it would invest $5 billion in Intel as part of a collaboration to develop custom data center and personal computing products.Nvidia and Intel did not immediately respond to requests for comment from MT Newswires.Nvidia shares rose 3.3% in recent Friday trading, and Intel gained 3.5%.Price: 179.81, Change: +5.67, Percent Change: +3.25","content":"<p><html><body> <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> (NVDA) won clearance from US antitrust regulators for its planned investment in Intel (INTC), according to a Federal Trade Commission notice, Reuters reported Friday.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>据路透社周五报道，根据美国联邦贸易委员会的通知，(NVDA)计划投资英特尔(INTC)获得了美国反垄断监管机构的批准。</body></html></blockquote></p><p>Nvidia announced in mid-September that it would invest $5 billion in Intel as part of a collaboration to develop custom data center and personal computing products.</p><p><blockquote>英伟达9月中旬宣布，将向英特尔投资50亿美元，作为合作开发定制数据中心和个人计算产品的一部分。</blockquote></p><p>Nvidia and Intel did not immediately respond to requests for comment from MT Newswires.</p><p><blockquote>英伟达和英特尔没有立即回应MT Newswires的置评请求。</blockquote></p><p>Nvidia shares rose 3.3% in recent Friday trading, and Intel gained 3.5%.</p><p><blockquote>英伟达股价在最近周五的交易中上涨3.3%，英特尔上涨3.5%。</blockquote></p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p><p><blockquote>（Market Chatter消息来自与全球市场专业人士的对话。这些信息被认为来自可靠来源，但可能包括谣言和猜测。不保证准确性。）</blockquote></p><p>Price: 179.81, Change: +5.67, Percent Change: +3.25</p><p><blockquote>价格：179.81，变化：+5.67，变化百分比：+3.25</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Chatter: Nvidia Wins US Antitrust Clearance for Intel Investment<blockquote>市场热议：英伟达赢得英特尔投资美国反垄断许可</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Chatter: Nvidia Wins US Antitrust Clearance for Intel Investment<blockquote>市场热议：英伟达赢得英特尔投资美国反垄断许可</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2025-12-20 02:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> (NVDA) won clearance from US antitrust regulators for its planned investment in Intel (INTC), according to a Federal Trade Commission notice, Reuters reported Friday.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>据路透社周五报道，根据美国联邦贸易委员会的通知，(NVDA)计划投资英特尔(INTC)获得了美国反垄断监管机构的批准。</body></html></blockquote></p><p>Nvidia announced in mid-September that it would invest $5 billion in Intel as part of a collaboration to develop custom data center and personal computing products.</p><p><blockquote>英伟达9月中旬宣布，将向英特尔投资50亿美元，作为合作开发定制数据中心和个人计算产品的一部分。</blockquote></p><p>Nvidia and Intel did not immediately respond to requests for comment from MT Newswires.</p><p><blockquote>英伟达和英特尔没有立即回应MT Newswires的置评请求。</blockquote></p><p>Nvidia shares rose 3.3% in recent Friday trading, and Intel gained 3.5%.</p><p><blockquote>英伟达股价在最近周五的交易中上涨3.3%，英特尔上涨3.5%。</blockquote></p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p><p><blockquote>（Market Chatter消息来自与全球市场专业人士的对话。这些信息被认为来自可靠来源，但可能包括谣言和猜测。不保证准确性。）</blockquote></p><p>Price: 179.81, Change: +5.67, Percent Change: +3.25</p><p><blockquote>价格：179.81，变化：+5.67，变化百分比：+3.25</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVDU":"2倍做多NVDA ETF-Direxion","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","BK4592":"伊斯兰概念","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","04335":"英特尔-T","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4598":"佩洛西持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4602":"量子计算概念","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4605":"半导体精选","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4608":"AI应用概念股","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4575":"芯片概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4612":"AI芯片","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4614":"Manus概念股","BK4579":"人工智能","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","INTC":"英特尔","BK4581":"高盛持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","BK4567":"ESG概念","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","BK4503":"景林资产持仓","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","NVDA":"英伟达","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","NVD2.UK":"2X NVIDIA ETP","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","NVDS.UK":"LS -1X NVIDIA","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","NVD":"2倍做空NVDA ETF-GraniteShares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4512":"苹果概念","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","BK4543":"AI","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","NVDD":"1倍做空NVDA ETF-Direxion","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","BK4515":"5G概念","BK4549":"软银资本持仓","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","BK4585":"ETF&股票定投概念","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4587":"ChatGPT概念","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4551":"寇图资本持仓","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4529":"IDC概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","NVD3.UK":"LS 3X NVIDIA","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4527":"明星科技股","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","SNVD.UK":"LS -1X NVIDIA","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4532":"文艺复兴科技持仓","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","BK4535":"淡马锡持仓","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","2NVD.UK":"2X NVIDIA ETP","LU0079474960.USD":"联博美国增长基金A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592493191","content_text":"Nvidia (NVDA) won clearance from US antitrust regulators for its planned investment in Intel (INTC), according to a Federal Trade Commission notice, Reuters reported Friday.Nvidia announced in mid-September that it would invest $5 billion in Intel as part of a collaboration to develop custom data center and personal computing products.Nvidia and Intel did not immediately respond to requests for comment from MT Newswires.Nvidia shares rose 3.3% in recent Friday trading, and Intel gained 3.5%.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: 179.81, Change: +5.67, Percent Change: +3.25","news_type":1,"symbols_score_info":{"NVIW.SI":0.6,"NVDX":0.6,"NVD":0.6,"NVDA":1.96,"04335":1.94,"3NVD.UK":0.6,"2NVD.UK":0.6,"INTC":1.94,"NVDU":0.6,"NVDD":0.6,"NVDY":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510062691094848,"gmtCreate":1765552589684,"gmtModify":1765554218238,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"就是个爽","listText":"就是个爽","text":"就是个爽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510062691094848","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508209323356472,"gmtCreate":1765054976352,"gmtModify":1765074717243,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 真是个垃圾票，上个月机构还说它要涨到1.3港元之上。你看看现在这个熊样，真垃圾。","listText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 真是个垃圾票，上个月机构还说它要涨到1.3港元之上。你看看现在这个熊样，真垃圾。","text":"$大麦娱乐(01060)$ 真是个垃圾票，上个月机构还说它要涨到1.3港元之上。你看看现在这个熊样，真垃圾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508209323356472","isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487684378165632,"gmtCreate":1760072129422,"gmtModify":1760075548064,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 真是垃圾票","listText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 真是垃圾票","text":"$中信证券(600030)$ 真是垃圾票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487684378165632","isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487683713647064,"gmtCreate":1760072106775,"gmtModify":1760075547858,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 这就是个垃圾，拉高出货，套住了一大波人。","listText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 这就是个垃圾，拉高出货，套住了一大波人。","text":"$大麦娱乐(01060)$ 这就是个垃圾，拉高出货，套住了一大波人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487683713647064","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479778554384576,"gmtCreate":1758157812190,"gmtModify":1758157814141,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 今天继续下跌，跌跌不休","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 今天继续下跌，跌跌不休","text":"$上证指数(000001.SH)$ 今天继续下跌，跌跌不休","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479778554384576","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454032419188968,"gmtCreate":1751870217567,"gmtModify":1751872636714,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 都已经跌成啥样了，大摩还忽悠！手法真LOW","listText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 都已经跌成啥样了，大摩还忽悠！手法真LOW","text":"$大麦娱乐(01060)$ 都已经跌成啥样了，大摩还忽悠！手法真LOW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454032419188968","isVote":1,"tweetType":1,"viewCount":21079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454033440104704,"gmtCreate":1751870106037,"gmtModify":1751870154852,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"我艹！真能忽悠","listText":"我艹！真能忽悠","text":"我艹！真能忽悠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454033440104704","repostId":"2549330162","repostType":2,"isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450068600267328,"gmtCreate":1750906817638,"gmtModify":1750906818689,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"就问一个问题，改名了，能不能复制2015年行情，涨到4.9元。","listText":"就问一个问题，改名了，能不能复制2015年行情，涨到4.9元。","text":"就问一个问题，改名了，能不能复制2015年行情，涨到4.9元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450068600267328","repostId":"2546624830","repostType":2,"repost":{"id":"2546624830","kind":"live","pubTimestamp":1750856217,"share":"https://www.laohu8.com/m/news/2546624830?lang=zh_CN&edition=full","pubTime":"2025-06-25 20:56","market":"us","language":"zh","title":"【阿里影业(01060.HK)更名为“大麦娱乐”】智通财经APP讯，阿里影业(01060.HK)发布公告，百慕达公司注册","url":"https://stock-news.laohu8.com/highlight/detail?id=2546624830","media":"智通财经","summary":"【阿里影业(01060.HK)更名为“大麦娱乐”】智通财经APP讯，阿里影业(01060.HK)发布公告，百慕达公司注册处处长分别于2025年6月6日及2025年6月5日发出更改名称注册证书及第二名称","content":"<html><body><div>\n<div>\n<b>【阿里影业(01060.HK)更名为“大麦娱乐”】</b>智通财经APP讯，阿里影业(01060.HK)发布公告，百慕达公司注册处处长分别于2025年6月6日及2025年6月5日发出更改名称注册证书及第二名称证书，证实于2025年6月5日公司的英文名称已由“Alibaba \n\nPictures Group Limited”更改为“Damai Entertainment Holdings \n\nLimited”及公司中文第二名称已由“阿里巴巴影业集团有限公司”更改为“大麦娱乐控股有限公司”后，香港公司注册处处长已于2025年6月20日发出注册非香港公司变更名称注册证明书，证实公司已更改其名称及现已根据公司条例(香港法例第622章)第16部以“Damai \n\nEntertainment Holdings Limited”(亦称为“大麦娱乐控股有限公司”)的名称于香港注册。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【阿里影业(01060.HK)更名为“大麦娱乐”】智通财经APP讯，阿里影业(01060.HK)发布公告，百慕达公司注册</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【阿里影业(01060.HK)更名为“大麦娱乐”】智通财经APP讯，阿里影业(01060.HK)发布公告，百慕达公司注册\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-25 20:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=ganggu><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【阿里影业(01060.HK)更名为“大麦娱乐”】智通财经APP讯，阿里影业(01060.HK)发布公告，百慕达公司注册处处长分别于2025年6月6日及2025年6月5日发出更改名称注册证书及第二名称证书，证实于2025年6月5日公司的英文名称已由“Alibaba \n\nPictures Group Limited”更改为“Damai Entertainment Holdings \n\nLimited...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","01060":"大麦娱乐","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","SG9999001051.SGD":"United Asia Fund SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4220":"综合零售","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","BK4527":"明星科技股","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","09988":"阿里巴巴-W","HBBD.SI":"Alibaba HK SDR 5to1","LU0048580855.USD":"富达大中华区A","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2546624830","content_text":"【阿里影业(01060.HK)更名为“大麦娱乐”】智通财经APP讯，阿里影业(01060.HK)发布公告，百慕达公司注册处处长分别于2025年6月6日及2025年6月5日发出更改名称注册证书及第二名称证书，证实于2025年6月5日公司的英文名称已由“Alibaba \n\nPictures Group Limited”更改为“Damai Entertainment Holdings \n\nLimited”及公司中文第二名称已由“阿里巴巴影业集团有限公司”更改为“大麦娱乐控股有限公司”后，香港公司注册处处长已于2025年6月20日发出注册非香港公司变更名称注册证明书，证实公司已更改其名称及现已根据公司条例(香港法例第622章)第16部以“Damai \n\nEntertainment Holdings Limited”(亦称为“大麦娱乐控股有限公司”)的名称于香港注册。","news_type":1,"symbols_score_info":{"89988":0.6,"ALBmain":1,"09988":1,"01060":1,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448718452011344,"gmtCreate":1750577400788,"gmtModify":1750577402737,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"汇丰，你是不想在中国赚钱了，天天发小作文，嚯嚯中国资本市场","listText":"汇丰，你是不想在中国赚钱了，天天发小作文，嚯嚯中国资本市场","text":"汇丰，你是不想在中国赚钱了，天天发小作文，嚯嚯中国资本市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448718452011344","repostId":"2545147109","repostType":2,"repost":{"id":"2545147109","kind":"news","pubTimestamp":1750479719,"share":"https://www.laohu8.com/m/news/2545147109?lang=zh_CN&edition=full","pubTime":"2025-06-21 12:21","market":"hk","language":"zh","title":"汇丰年中展望：上半年=不确定性=下半年避险？","url":"https://stock-news.laohu8.com/highlight/detail?id=2545147109","media":"智通财经","summary":"智通财经APP获悉，汇丰证券 6 月 11 日发布了多资产方向年中展望报告。上半年 = 不确定性 = 下半年避险?上半年充满了不确定性，无论是在企业、央行还是政治领域。但回顾过去经济政策不确定性飙升的时期，汇丰方面发现风险资产通常会反弹，而非进一步下跌。下行风险美国劳动力市场和美国国债收益率进入危险区域。目前引发广泛抛售的危险区域为 4.7%。","content":"<html><head></head><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>证券 6 月 11 日发布了多资产方向年中展望报告。该团队下半年更倾向于风险偏好立场——高频活动数据显示美国经济活动有所反弹。尽管前期负荷的迹象很可能导致下半年晚些时候数据走弱;但市场对关税的敏感度降低。围绕人工智能的新乐观情绪和美元走弱应在<a href=\"https://laohu8.com/S/600532\">未来</a>几个月提供帮助。超配股票 / 高收益债 / 新兴市场债务，低配发达市场利率债。</p><p><strong>上半年 = 不确定性 = 下半年避险?</strong></p><p>上半年充满了不确定性，无论是在企业、央行还是政治领域。但回顾过去经济政策不确定性飙升的时期，<a href=\"https://laohu8.com/S/00005\">汇丰</a>方面发现风险资产通常会反弹，而非进一步下跌。</p><p><strong>下一个催化剂是什么?</strong></p><p>目前，汇丰研究团队最常被问到的问题之一是，净上行催化剂将是什么。持续低迷的情绪和持仓是一个因素(即痛苦交易继续走高)，但潜在的积极活动意外(鉴于现在共识增长预期低得多)、围绕人工智能的新乐观情绪，以及美元走弱如何在第二季度提振美国盈利，也可能成为催化剂。</p><p>市场共识对美国减税议程的信心正在减弱，因此，假设长期收益率不会立即或无序飙升，夏季前达成的任何协议都可能成为风险资产的另一个近期看涨催化剂。这些催化剂大多与美国有关。但汇丰的分析表明，即使是另一次窄幅股市反弹，也足以推动其他风险资产走强。</p><p><strong>情绪和持仓仍然低迷</strong></p><p>值得注意的是，尽管近期出现反弹，但情绪和持仓框架仍远未发出卖出信号。多头投资者在上半年也削减了股票和高收益信贷持仓，系统性投资者仍有重新加杠杆的空间。</p><p><strong>下行风险</strong></p><p>美国劳动力市场和美国国债收益率进入危险区域。就像过去两年一样，失业救济申请可能在夏季上升。尽管这可能再次主要是季节性的，但市场可能会将其推断为真正的疲软。目前引发广泛抛售的危险区域为 4.7%(10 年期美国国债)。</p><p><strong>超配股票、高收益债和新兴市场债务 —— 低配发达市场利率债</strong></p><p>汇丰方面认为轻微超配股票，但会在即将到来的第二季度财报季前利用下跌机会进一步扩大敞口，尤其是在美国股票方面。股票细分配置，超配新兴市场、欧元区和美国。仍超配新兴市场债务(尤其是新兴市场利率债)、高收益信贷，并继续将黄金作为首选投资组合对冲工具。汇丰认为，仍低配发达市场利率债，尤其是美国国债和日本国债。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5b2f905ebf94de7dc2cb749b72715a0\" tg-width=\"999\" tg-height=\"826\"/></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汇丰年中展望：上半年=不确定性=下半年避险？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汇丰年中展望：上半年=不确定性=下半年避险？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-21 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1308085.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，汇丰证券 6 月 11 日发布了多资产方向年中展望报告。该团队下半年更倾向于风险偏好立场——高频活动数据显示美国经济活动有所反弹。尽管前期负荷的迹象很可能导致下半年晚些时候数据走弱;但市场对关税的敏感度降低。围绕人工智能的新乐观情绪和美元走弱应在未来几个月提供帮助。超配股票 / 高收益债 / 新兴市场债务，低配发达市场利率债。上半年 = 不确定性 = 下半年避险?上半年充满了...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1308085.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67bb9f6d22d097ff0cb960f84fc5dea3","relate_stocks":{"BK4207":"综合性银行","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","HSBC":"汇丰","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4521":"英国银行股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1308085.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2545147109","content_text":"智通财经APP获悉，汇丰证券 6 月 11 日发布了多资产方向年中展望报告。该团队下半年更倾向于风险偏好立场——高频活动数据显示美国经济活动有所反弹。尽管前期负荷的迹象很可能导致下半年晚些时候数据走弱;但市场对关税的敏感度降低。围绕人工智能的新乐观情绪和美元走弱应在未来几个月提供帮助。超配股票 / 高收益债 / 新兴市场债务，低配发达市场利率债。上半年 = 不确定性 = 下半年避险?上半年充满了不确定性，无论是在企业、央行还是政治领域。但回顾过去经济政策不确定性飙升的时期，汇丰方面发现风险资产通常会反弹，而非进一步下跌。下一个催化剂是什么?目前，汇丰研究团队最常被问到的问题之一是，净上行催化剂将是什么。持续低迷的情绪和持仓是一个因素(即痛苦交易继续走高)，但潜在的积极活动意外(鉴于现在共识增长预期低得多)、围绕人工智能的新乐观情绪，以及美元走弱如何在第二季度提振美国盈利，也可能成为催化剂。市场共识对美国减税议程的信心正在减弱，因此，假设长期收益率不会立即或无序飙升，夏季前达成的任何协议都可能成为风险资产的另一个近期看涨催化剂。这些催化剂大多与美国有关。但汇丰的分析表明，即使是另一次窄幅股市反弹，也足以推动其他风险资产走强。情绪和持仓仍然低迷值得注意的是，尽管近期出现反弹，但情绪和持仓框架仍远未发出卖出信号。多头投资者在上半年也削减了股票和高收益信贷持仓，系统性投资者仍有重新加杠杆的空间。下行风险美国劳动力市场和美国国债收益率进入危险区域。就像过去两年一样，失业救济申请可能在夏季上升。尽管这可能再次主要是季节性的，但市场可能会将其推断为真正的疲软。目前引发广泛抛售的危险区域为 4.7%(10 年期美国国债)。超配股票、高收益债和新兴市场债务 —— 低配发达市场利率债汇丰方面认为轻微超配股票，但会在即将到来的第二季度财报季前利用下跌机会进一步扩大敞口，尤其是在美国股票方面。股票细分配置，超配新兴市场、欧元区和美国。仍超配新兴市场债务(尤其是新兴市场利率债)、高收益信贷，并继续将黄金作为首选投资组合对冲工具。汇丰认为，仍低配发达市场利率债，尤其是美国国债和日本国债。","news_type":1,"symbols_score_info":{"HSBC":1}},"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448010675147712,"gmtCreate":1750399898579,"gmtModify":1750399900565,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01060\">$阿里影业(01060)$</a> 已经六连跌了，一点止跌的迹象都没，老庄票果然名不虚传[强]&nbsp; 下一个目标价位向八毛前进。","listText":"<a href=\"https://laohu8.com/S/01060\">$阿里影业(01060)$</a> 已经六连跌了，一点止跌的迹象都没，老庄票果然名不虚传[强]&nbsp; 下一个目标价位向八毛前进。","text":"$阿里影业(01060)$ 已经六连跌了，一点止跌的迹象都没，老庄票果然名不虚传[强] 下一个目标价位向八毛前进。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448010675147712","isVote":1,"tweetType":1,"viewCount":21263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446972198604928,"gmtCreate":1750145570105,"gmtModify":1750145571369,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"各位，大宗卖单已经说明主力的态度，那就是赚够了就走。谁管你转不转型，少根我画大饼。","listText":"各位，大宗卖单已经说明主力的态度，那就是赚够了就走。谁管你转不转型，少根我画大饼。","text":"各位，大宗卖单已经说明主力的态度，那就是赚够了就走。谁管你转不转型，少根我画大饼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446972198604928","repostId":"1176470968","repostType":2,"repost":{"id":"1176470968","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750141231,"share":"https://www.laohu8.com/m/news/1176470968?lang=zh_CN&edition=full","pubTime":"2025-06-17 14:20","market":"sg","language":"zh","title":"异动解读 | 阿里影业股价盘中大跌5.05%，大宗交易频繁","url":"https://stock-news.laohu8.com/highlight/detail?id=1176470968","media":"异动解读","summary":"阿里影业今日盘中股价大跌5.05%，引发市场关注。截至下午2点19分，该股报价0.94港元。盘中数据显示，阿里影业今日出现多笔大宗交易。这些大宗交易显示出机构投资者对该股态度出现分歧。值得注意的是，近期南向资金持续增持阿里影业。分析人士指出，阿里影业正在进行业务转型，加大对线下演出和IP衍生品业务的投入。目前，市场对阿里影业的未来发展前景仍存在不同看法，投资者需密切关注公司后续经营动态。","content":"<p>阿里影业（01060）今日盘中股价大跌5.05%，引发市场关注。截至下午2点19分，该股报价0.94港元。</p>\n\n<p>盘中数据显示，阿里影业今日出现多笔大宗交易。上午10时20分出现300万股大宗卖单，成交价0.98港元；下午1时10分和1时13分分别有240万股和210万股大宗卖单，成交价分别为0.97港元和0.96港元。同时，也有大宗买单出现，如上午11时25分的200万股买单（0.97港元）和下午1时40分的300万股买单（0.96港元）。这些大宗交易显示出机构投资者对该股态度出现分歧。</p>\n\n<p>值得注意的是，近期南向资金持续增持阿里影业。6月16日，南向资金增持该股1001.79万股，为连续第三天增持。然而，这一积极信号似乎未能阻止今日的股价下跌。分析人士指出，阿里影业正在进行业务转型，加大对线下演出和IP衍生品业务的投入。尽管公司在这些新领域显示出增长潜力，但投资者可能对转型过程中的不确定性存在顾虑，导致股价出现波动。目前，市场对阿里影业的未来发展前景仍存在不同看法，投资者需密切关注公司后续经营动态。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 阿里影业股价盘中大跌5.05%，大宗交易频繁</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 阿里影业股价盘中大跌5.05%，大宗交易频繁\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-17 14:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿里影业（01060）今日盘中股价大跌5.05%，引发市场关注。截至下午2点19分，该股报价0.94港元。</p>\n\n<p>盘中数据显示，阿里影业今日出现多笔大宗交易。上午10时20分出现300万股大宗卖单，成交价0.98港元；下午1时10分和1时13分分别有240万股和210万股大宗卖单，成交价分别为0.97港元和0.96港元。同时，也有大宗买单出现，如上午11时25分的200万股买单（0.97港元）和下午1时40分的300万股买单（0.96港元）。这些大宗交易显示出机构投资者对该股态度出现分歧。</p>\n\n<p>值得注意的是，近期南向资金持续增持阿里影业。6月16日，南向资金增持该股1001.79万股，为连续第三天增持。然而，这一积极信号似乎未能阻止今日的股价下跌。分析人士指出，阿里影业正在进行业务转型，加大对线下演出和IP衍生品业务的投入。尽管公司在这些新领域显示出增长潜力，但投资者可能对转型过程中的不确定性存在顾虑，导致股价出现波动。目前，市场对阿里影业的未来发展前景仍存在不同看法，投资者需密切关注公司后续经营动态。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01060":"大麦娱乐"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176470968","content_text":"阿里影业（01060）今日盘中股价大跌5.05%，引发市场关注。截至下午2点19分，该股报价0.94港元。\n盘中数据显示，阿里影业今日出现多笔大宗交易。上午10时20分出现300万股大宗卖单，成交价0.98港元；下午1时10分和1时13分分别有240万股和210万股大宗卖单，成交价分别为0.97港元和0.96港元。同时，也有大宗买单出现，如上午11时25分的200万股买单（0.97港元）和下午1时40分的300万股买单（0.96港元）。这些大宗交易显示出机构投资者对该股态度出现分歧。\n值得注意的是，近期南向资金持续增持阿里影业。6月16日，南向资金增持该股1001.79万股，为连续第三天增持。然而，这一积极信号似乎未能阻止今日的股价下跌。分析人士指出，阿里影业正在进行业务转型，加大对线下演出和IP衍生品业务的投入。尽管公司在这些新领域显示出增长潜力，但投资者可能对转型过程中的不确定性存在顾虑，导致股价出现波动。目前，市场对阿里影业的未来发展前景仍存在不同看法，投资者需密切关注公司后续经营动态。","news_type":1,"symbols_score_info":{"01060":1}},"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446937614709360,"gmtCreate":1750137205460,"gmtModify":1750137206780,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01060\">$阿里影业(01060)$</a> 行情彻底结束，恭喜🎉各位，已经被套死了。下一步大概率吧，会一直下跌，跌跌不休，从1.13元一直跌回前期低点，更有可能击穿前期的低点。各位可别忘了，这只票，可是香港有名的几只老庄票之一。","listText":"<a href=\"https://laohu8.com/S/01060\">$阿里影业(01060)$</a> 行情彻底结束，恭喜🎉各位，已经被套死了。下一步大概率吧，会一直下跌，跌跌不休，从1.13元一直跌回前期低点，更有可能击穿前期的低点。各位可别忘了，这只票，可是香港有名的几只老庄票之一。","text":"$阿里影业(01060)$ 行情彻底结束，恭喜🎉各位，已经被套死了。下一步大概率吧，会一直下跌，跌跌不休，从1.13元一直跌回前期低点，更有可能击穿前期的低点。各位可别忘了，这只票，可是香港有名的几只老庄票之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446937614709360","isVote":1,"tweetType":1,"viewCount":20964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":202435721511176,"gmtCreate":1690439540840,"gmtModify":1690439542240,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"我就问问阿里影业，咋啥时候能上到5块钱？","listText":"我就问问阿里影业，咋啥时候能上到5块钱？","text":"我就问问阿里影业，咋啥时候能上到5块钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/202435721511176","repostId":"2354393103","repostType":2,"repost":{"id":"2354393103","kind":"news","pubTimestamp":1690275558,"share":"https://www.laohu8.com/m/news/2354393103?lang=zh_CN&edition=full","pubTime":"2023-07-25 16:59","market":"us","language":"zh","title":"刷新记录！7月票房逼近70亿 阿里影业(01060)等成背后赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2354393103","media":"智通财经","summary":"智通财经APP获悉，据灯塔专业版最新数据，截至7月25日16时31分，2023年7月总票房(含预售)突破69.90亿，超2018年7月总票房69.66亿成绩，刷新中国影史7月票房纪录。值得一提的是，出品方淘票票和北京阿里巴巴影业文化有限公司，均系阿里影业旗下公司。值得注意的是，有报道称，《封神》三部曲的总投资额约30亿元，平均每部达10亿元。","content":"<html><body><p>智通财经APP获悉，据灯塔专业版最新数据，截至7月25日16时31分，2023年7月总票房(含预售)突破69.90亿，超2018年7月总票房69.66亿成绩，刷新中国影史7月票房纪录。7月票房TOP5分别为《消失的她》、《八角笼中》、《长安三万里》、《封神第一部》、《碟中谍7：致命清算(上)》。</p><p><img src=\"https://img.zhitongcaijing.com/image/20230725/1690273989656102.jpg?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1690273989656102.jpg\"/></p><p>据了解，《消失的她》主要出品方为<strong>北京壹同传奇影视文化有限公司、淘票票。</strong>此外，该影片还有15个联合出品方，<strong>抖音文化、<a href=\"https://laohu8.com/S/601595\">上海电影</a>(601595.SH)、猫眼微影、珠江影业等</strong>公司均有参与。值得一提的是，出品方淘票票和北京<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>影业文化有限公司，均系<strong><a href=\"https://laohu8.com/S/01060\">阿里影业</a>(01060)</strong>旗下公司。灯塔专业版映前媒体票房预测为7.50亿元-9.80亿元，截至发稿，该电影累计票房达34.75亿元，大超预期。</p><p>《八角笼中》电影出品方包括<strong>北京乐开花影业有限公司、图木舒克<a href=\"https://laohu8.com/S/300111\">向日葵</a>影业有限公司、无锡宝唐影业有限公司、天津猫眼微影文化传媒有限公司。</strong>天眼查App显示，除<strong>猫眼电影</strong>关联公司外，《八角笼中》电影的其他出品方均为王宝强关联公司。该电影的联合出品方包括<strong>北京壹同传奇影视文化有限公司、峨眉电影集团、北京微梦创科网络技术有限公司(微博)等。</strong>灯塔专业版映前媒体票房预测为7.15亿元-10.00亿元，截至发稿，该电影实际累计票房达18.97亿元，大超预期。</p><p>《长安三万里》由<strong>上海追光影业有限公司、北京阿里巴巴影业文化有限公司、天津猫眼微影文化传媒有限公司、<a href=\"https://laohu8.com/S/600977\">中国电影</a>(600977.SH)出品，北京微梦创科网络技术有限公司</strong>联合出品。灯塔专业版映前媒体票房预测为4.00亿元-5.50亿元，截至发稿，该电影累计票房达12.69亿元，大超预期。</p><p>《封神第一部》出品方为<strong><a href=\"https://laohu8.com/S/000802\">北京文化</a>(000802.SZ)、东阳长生天、世纪长生天等。</strong>灯塔专业版映前媒体票房预测为13.00亿元-25.00亿元，截至发稿，该电影累计票房达5.00亿元。值得注意的是，有报道称，《封神》三部曲的总投资额约30亿元，平均每部达10亿元。有业内人士分析指出，<strong>依照此前披露的制作成本，加上宣发投入，要想盈利《封神》每部的票房至少要在20亿元以上。</strong></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>刷新记录！7月票房逼近70亿 阿里影业(01060)等成背后赢家</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n刷新记录！7月票房逼近70亿 阿里影业(01060)等成背后赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 16:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/965589.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据灯塔专业版最新数据，截至7月25日16时31分，2023年7月总票房(含预售)突破69.90亿，超2018年7月总票房69.66亿成绩，刷新中国影史7月票房纪录。7月票房TOP5分别为《消失的她》、《八角笼中》、《长安三万里》、《封神第一部》、《碟中谍7：致命清算(上)》。据了解，《消失的她》主要出品方为北京壹同传奇影视文化有限公司、淘票票。此外，该影片还有15个联合出品方，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/965589.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","BK1249":"综合零售","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1501":"阿里概念股","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0048580855.USD":"富达大中华区A","BK4579":"人工智能","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK4588":"碎股","09988":"阿里巴巴-W","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","BK1588":"回港中概股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1502":"双十一","LU0051755006.USD":"摩根大通中国A (dist)","BK1586":"云计算","BK1517":"云办公","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0048597586.USD":"富达亚洲焦点A","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","01896":"猫眼娱乐","BK1584":"蚂蚁金服概念","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK1516":"腾讯概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0348783233.USD":"安联东方收入型 CI A Dis美元","BK4585":"ETF&股票定投概念","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0052750758.USD":"富兰克林中国基金A Acc","BK1591":"就地过年概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4122":"互联网与直销零售","BK4575":"芯片概念","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","BK4587":"ChatGPT概念","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK4558":"双十一","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1046422090.SGD":"Fidelity Pacific A-SGD","01060":"大麦娱乐"},"source_url":"http://www.zhitongcaijing.com/content/detail/965589.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354393103","content_text":"智通财经APP获悉，据灯塔专业版最新数据，截至7月25日16时31分，2023年7月总票房(含预售)突破69.90亿，超2018年7月总票房69.66亿成绩，刷新中国影史7月票房纪录。7月票房TOP5分别为《消失的她》、《八角笼中》、《长安三万里》、《封神第一部》、《碟中谍7：致命清算(上)》。据了解，《消失的她》主要出品方为北京壹同传奇影视文化有限公司、淘票票。此外，该影片还有15个联合出品方，抖音文化、上海电影(601595.SH)、猫眼微影、珠江影业等公司均有参与。值得一提的是，出品方淘票票和北京阿里巴巴影业文化有限公司，均系阿里影业(01060)旗下公司。灯塔专业版映前媒体票房预测为7.50亿元-9.80亿元，截至发稿，该电影累计票房达34.75亿元，大超预期。《八角笼中》电影出品方包括北京乐开花影业有限公司、图木舒克向日葵影业有限公司、无锡宝唐影业有限公司、天津猫眼微影文化传媒有限公司。天眼查App显示，除猫眼电影关联公司外，《八角笼中》电影的其他出品方均为王宝强关联公司。该电影的联合出品方包括北京壹同传奇影视文化有限公司、峨眉电影集团、北京微梦创科网络技术有限公司(微博)等。灯塔专业版映前媒体票房预测为7.15亿元-10.00亿元，截至发稿，该电影实际累计票房达18.97亿元，大超预期。《长安三万里》由上海追光影业有限公司、北京阿里巴巴影业文化有限公司、天津猫眼微影文化传媒有限公司、中国电影(600977.SH)出品，北京微梦创科网络技术有限公司联合出品。灯塔专业版映前媒体票房预测为4.00亿元-5.50亿元，截至发稿，该电影累计票房达12.69亿元，大超预期。《封神第一部》出品方为北京文化(000802.SZ)、东阳长生天、世纪长生天等。灯塔专业版映前媒体票房预测为13.00亿元-25.00亿元，截至发稿，该电影累计票房达5.00亿元。值得注意的是，有报道称，《封神》三部曲的总投资额约30亿元，平均每部达10亿元。有业内人士分析指出，依照此前披露的制作成本，加上宣发投入，要想盈利《封神》每部的票房至少要在20亿元以上。","news_type":1,"symbols_score_info":{"01896":0.9,"09988":1,"01060":1}},"isVote":1,"tweetType":1,"viewCount":4872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446938312037120,"gmtCreate":1750136965764,"gmtModify":1750139852639,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 就你这破股，还什么牛市旗手，简直就是一个垃圾玩意儿。","listText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 就你这破股，还什么牛市旗手，简直就是一个垃圾玩意儿。","text":"$中信证券(600030)$ 就你这破股，还什么牛市旗手，简直就是一个垃圾玩意儿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/446938312037120","isVote":1,"tweetType":1,"viewCount":1550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487684378165632,"gmtCreate":1760072129422,"gmtModify":1760075548064,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 真是垃圾票","listText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> 真是垃圾票","text":"$中信证券(600030)$ 真是垃圾票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487684378165632","isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408378045784584,"gmtCreate":1740723166590,"gmtModify":1740725899627,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> &nbsp;中信证券真是个垃圾票，除了会砸盘什么都不会","listText":"<a href=\"https://laohu8.com/S/600030\">$中信证券(600030)$</a> &nbsp;中信证券真是个垃圾票，除了会砸盘什么都不会","text":"$中信证券(600030)$ 中信证券真是个垃圾票，除了会砸盘什么都不会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408378045784584","isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305215904,"gmtCreate":1604989212508,"gmtModify":1703835602959,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>我大A的走势就像开玩笑似的，垃圾！就会给美国接盘。","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>我大A的走势就像开玩笑似的，垃圾！就会给美国接盘。","text":"$上证指数(000001.SH)$我大A的走势就像开玩笑似的，垃圾！就会给美国接盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305215904","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868292817,"gmtCreate":1632648579639,"gmtModify":1632648579639,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"希望下半年，金融能来一波大行情，个股都能涨个5块6块的。","listText":"希望下半年，金融能来一波大行情，个股都能涨个5块6块的。","text":"希望下半年，金融能来一波大行情，个股都能涨个5块6块的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/868292817","repostId":"1180257725","repostType":4,"repost":{"id":"1180257725","kind":"news","pubTimestamp":1632644550,"share":"https://www.laohu8.com/m/news/1180257725?lang=zh_CN&edition=full","pubTime":"2021-09-26 16:22","market":"sh","language":"zh","title":"第三股“赚钱风”来临！这两大行业将成“香馍馍”","url":"https://stock-news.laohu8.com/highlight/detail?id=1180257725","media":"海通证券","summary":"风起于青萍之末：稳增长政策有望进一步加码，地产政策或有望改善。","content":"<p><b>今年的第三股风</b></p>\n<p>今年前9个月即将过去，期间行情有两次明显的变化。春节前市场保持去年龙头行情的惯性，春节后至3月底市场调整，行情主线发生变化，3月底至7月新能源汽车板块涨幅居前，7月市场再次调整，7月底至今资源股涨幅领先，这是今年的前两股风。<b>展望未来，我们认为年内第三股风正来临，市场风格将更加均衡。</b></p>\n<p><b>1.回顾：今年前两股风</b></p>\n<p><b>第一股风：3月底-7月底新能源产业链。</b>回顾今年以来市场表现，春节前市场保持去年龙头行情的惯性，今年春节前茅指数涨幅到20.0%，而创业板指为15.1%，沪深300为11.4%。但是，春节后市场开始调整，一直持续到3月底，此后市场节奏也开始发生变化，主线开始从茅指数切换到新能源产业链。3月底-7月底期间新能源汽车指数上涨44.1%，其中上游新能源汽车相关原材料涨幅更惊人，锂矿指数上涨115.4%，氟化工上涨75.7%，钴矿指数上涨59.5%，磷化工指数上涨48.1%，而同期创业板指上涨24.7%，沪深300跌-3.4%。</p>\n<p>新能车相关公司表现强势的根本原因在于新能车销量持续超预期。去年底市场对2021年新能车的销量预期保持在180~200万辆之间，此后随着每月新能车销量持续超预期，市场对全年新能车销量预期也逐步抬升。根据汽车工业协会数据，今年1-8月新能源汽车销量达149万辆，同比增长220%，市场预计今年新能车销量将达到280万辆。</p>\n<p><b>第二股风：7月底至今资源股。</b>7月市场再次调整，上证指数再次探底，盘中最低达3312.7点，创今年以来新低，市场在经历调整后主线开始从新能车产业链向资源股切换。具体而言，7月底至今磷化工指数上涨65.9%，锂矿指数上涨64.3%，煤炭上涨40.3%，氟化工上涨35.3%，钢铁上涨24.0%，钴矿指数上涨17.8%，镍矿指数上涨17.0%，而沪深300上涨1.9%，创业板指下跌-2.3%。资源股表现靓丽主要是因为相关原材料价格上涨，具体而言：</p>\n<p>第一类是供给受限导致价格上涨。虽然7月底政治局会议中提及“做好大宗商品保供稳价工作”，但是大宗商品价格依旧持续上涨，这是源于双碳政策下，煤炭、钢铁等行业迎来限产。8月份发改委发布了《2021年上半年各地区能耗双控目标完成情况晴雨表》，对一级预警的省区提出新要求：对能耗强度不降反升的地区（地级市、州、盟），2021年暂停“两高”项目节能审查（国家规划布局的重大项目除外）。在这样背景下，今年以来焦煤期货价格上涨75%，动力煤上涨78%，其中7月底以来焦煤期货价格上涨29%，动力煤上涨31%，价格开始加速上涨驱动资源股股价攀升。</p>\n<p>第二类需求大幅扩张导致价格上涨，主要包磷化工、锂矿、氟化工、钴矿等与新能源有关的上游原材料。在《借鉴智能手机看新能源车产业演变-20210906》中，提到产业渗透率突破15%后进入加速渗透初期，这时投资机会主要集中在上游原材料。前文我们提到今年新能源汽车销量持续超预期，这直接刺激了对上游原材料的需求，今年以来黄磷上涨了311%，无水氢氟酸上涨了15%，氢氧化锂上涨了264%，LME3个月钴期货价格上涨了66%，其中7月底以来黄磷上涨了170%，氢氧化锂上涨了73%，价格开始加速上涨驱动资源股股价攀升。</p>\n<p><img src=\"https://static.tigerbbs.com/dacd66a902eb3041c032c4990c4a804f\" tg-width=\"1080\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/8fa5f6b0e0dac746af1d2c0b7096df8e\" tg-width=\"1080\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/98a053a266be290c99041b2b669db5cd\" tg-width=\"1080\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2.第三股风正在来临</b></p>\n<p><b>风起于青萍之末：稳增长政策有望进一步加码，地产政策或有望改善。</b>8月宏观经济增长下行压力加大，拉动经济的“三驾马车”中消费、投资均偏弱。8月社会消费品零售总额两年年化同比1.5%，为2020年9月以来的最低值；固定资产投资两年年化同比略回升至4.7%，仍然处于低位，其中房地产投资增速已经连续4个月回落。</p>\n<p>9月22日国务院总理李克强主持召开国务院常务会议，会议指出要保持宏观政策连续性稳定性、增强有效性，做好预调微调和跨周期调节，加强财政、金融、就业政策联动，稳定市场合理预期；研究出台进一步促进消费的措施，更好发挥社会投资作用扩大有效投资，保持外贸外资稳定增长，确保经济运行在合理区间。</p>\n<p>除了“老基建”，国常会还针对“新基建”提出要求，包括：（1）加强信息基础设施建设。推动国家骨干网和城域网协同扩容，开展千兆光网提速改造。推进新一代移动通信网络商业化规模化应用。完善卫星通信、导航、遥感等空间信息基础设施。发展泛在协同的物联网；（2）稳步发展融合基础设施。打造多层次工业互联网平台，促进融通创新。结合推进新型城镇化，推动交通、物流、能源、市政等基础设施智慧化改造。提升农业数字化水平。建设远程医疗、在线教育等民生基础设施。</p>\n<p>稳增长政策逐步落地，后续有望进一步加码。我们认为财政和货币政策将延续730政治局会议的宽松基调。货币政策方面，7月15日央行已经全面降准，近两周央行加大公开市场操作的力度，合计净投放4600亿元，未来不排除进一步降准的可能性；财政政策方面，近两个月国债和地方债发行明显加速，接下来工作重心是在合理把握预算内投资和地方政府债券发行进度，推动今年底明年初形成实物工作量。</p>\n<p>投资政策方面，9月16日发改委在例行新闻发布会上表示要加快全年3.65万亿元地方政府专项债券发行和使用进度，推进重大工程、基本民生项目尽快形成实物工作量；同时新基建也是对冲经济下行的重要抓手，8月31日发改委副主任林念修称“十四五”的新型基础设施建设规划即将发布，将布局一系列重大工程，把5G建设推向全面深度覆盖新阶段。</p>\n<p>消费政策方面，9月16日商务部发布《进一步做好当前商务领域促消费重点工作的通知》，其中促进汽车消费、提振餐饮消费、发展新业态新模式新场景是亮点；9月24日北京市发布《北京培育建设国际消费中心城市实施方案（2021—2025年）》，覆盖数字、文旅、体育、教育医疗等多个领域。预计未来国家有望通过发放消费券和消费补贴等政策来进一步刺激大众消费。</p>\n<p>此外，近期部分房企债务风波引发市场担忧，我们观察发现地产政策或有改善。9月15日中国人民银行发布《关于开展内地与香港债券市场互联互通南向合作的通知》，一定程度补充市场流动性，对于蓝筹企业融资具备实际意义，有利于保障合规企业经营稳定，防范系统性风险。9月16和17日中山和珠海下调二手房转让个人所得税、土地增值税的税率向社会征求意见；<b>我们认为未来如果地产基本面加速恶化，政策维稳力度将进一步加强。</b></p>\n<p><img src=\"https://static.tigerbbs.com/0fcc053949a256738590503393c4bcfd\" tg-width=\"1080\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/798775bd870ad51dd88117b39435ba85\" tg-width=\"1080\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/2dc8a85102155a9b74169fb6313b30a5\" tg-width=\"1065\" tg-height=\"687\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风正吹向低估的大金融和基建相关制造。</b>大金融和基建相关制造行业受益于上述政策，随着经济下行压力被对冲以及房地产债务风波有所缓和，大金融行业有望迎来修复，而稳增长政策发力将直接带动新旧基建投资的增长，从而相关制造行业的需求有望扩张。<b>大金融和基建相关制造由于估值低、前期涨幅相对较小，性价比较好。</b>具体而言：</p>\n<p>从估值来看，大金融和基建板块整体偏低。从当前（20021/9/24，下同）PE（TTM，整体法）来看，银行为5.5倍（处17.1%分位）、房地产为10.1倍（处23.0%分位）、证券为19.4倍（处20.9%分位）、建筑为9.5倍（处13/06以来从低到高25.8%分位）、建材为14.1倍（处19.8%分位）、工程机械为12.6倍（处5.2%分位），而万得全A为19.4倍（处55.1%分位）；从当前PB（LF，整体法）来看，银行为0.6倍（处0.05%分位）、房地产为1.0倍（处2.2%分位）、证券为1.7倍（处37.9%分位）、建筑为1.1倍（处13/06以来从低到高27.6%分位）、建材为2.4倍（处46.8%分位）、工程机械为2.1倍（处78.5%分位），而万得全A为2.0倍（处66.4%分位）。</p>\n<p><b>今年以来大金融和基建相关制造涨幅落后，同时公募基金均处于低配状态。</b>从股价涨幅来看，今年以来（截至20021/9/24）银行涨跌幅为-0.5%、房地产为-9.6%、证券为-7.9、建筑为23.6%（8月以来上涨17.2%）、建材为6.0%、工程机械为-16.4%，大部分行业涨幅低于万得全A的6.1%。从基金仓位来看，21Q2公募基金对银行的超配比例（持仓市值占比-沪深300自由流通市值占比）为-9.5个百分点、房地产为-1.3个百分点、证券为-5.5个百分点、建筑为-0.7个百分点、建材为-0.1个百分点、工程机械为-0.7个百分点，均处于低配状态。</p>\n<p><img src=\"https://static.tigerbbs.com/6355fb4361096b0e300fa9dfbcb746d9\" tg-width=\"1080\" tg-height=\"539\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/7d5a3fa61af0233482f31aafe24075d3\" tg-width=\"1080\" tg-height=\"539\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/126c99b0dac82eb4662213437436cf5d\" tg-width=\"1080\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c25254a399c1e85c432f7b815ae7adcb\" tg-width=\"1080\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p><b>3.应对策略：均衡以待</b></p>\n<p><b>新一轮上涨蓄势待发中。</b>在《牛市有三个阶段-20190303》中我们提出牛市有三个阶段，第一是孕育期，资金面驱动，第二是爆发期，资金面和基本面双轮驱动，第三是泡沫期，基本面和情绪面驱动。现在正在处于牛市的第三阶段，创业板指21/3见底上涨已经创新高，新一轮上涨的背景是宏观政策宽松，驱动力是基本面+情绪面。如上文所述，稳增长政策有望进一步加码以对冲经济下行的压力，这也将支撑微观企业盈利继续上行。根据历史规律，牛市的高点对应ROE高点和市场情绪高点。</p>\n<p>以史为鉴，A股ROE上行周期持续7个季度，未来宏观政策宽松有望支撑企业盈利继续回升，预计21Q1达高点。情绪指标显示，PE/PB、风险溢价率和股债收益比等衡量的市场温度目前只有60度左右（历史牛市高点100度）。</p>\n<p><img src=\"https://static.tigerbbs.com/4dbd91c533b19412761c1016fa0708cf\" tg-width=\"1080\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/a3338e86965349edc8ba37cb138fd8c5\" tg-width=\"1080\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p><b>牛市高点特征是众乐乐。</b>可能有投资者担心基建和大金融上涨可能导致其他板块下跌，但是我们在《以史为鉴：牛市高点特征是众乐乐-20210824》中分析过，历史上牛市基本呈现“先分化，后均衡”的特征，且指数达到顶点时行业离散度均为阶段性低点。</p>\n<p>牛市见顶时多数行业估值处于偏高位置，以05-07年牛市为例，从07/03开始，随着指数开始最后一阶段的冲顶，行业估值过热从局部开始扩散，到了07/10时PE和PB（TTM，整体法）自02年1月以来分位数超过80%的行业个数占比分别为90%和70%。以12-15年牛市为例，随着15年上半年牛市来到最后一轮的泡沫阶段，市场热度在半年不到的时间内迅速扩散，直至15/06 PE和PB（TTM，整体法）自08年10月以来历史分位达到80%以上的行业占比均接近90%，即大盘指数开始见顶回落时，几乎所有行业的估值都处于当时的历史高位。</p>\n<p>目前各行业还没有出现这种现象，以前一轮牛熊周期的低点（13年6月）为起点，当前仅有9%（18%）的申万二级行业PE（PB）（TTM，整体法）超过了80%的历史分位，因此基建和大金融涨并不意味着其他行业跌。</p>\n<p><img src=\"https://static.tigerbbs.com/d123d4480925a219acbf126a9e7fd38b\" tg-width=\"1080\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p><b>均衡配置硬科技、大金融、基建相关制造。</b>我们认为接下来市场风格机会更加均衡，看好三个方向：</p>\n<p>一是高景气的硬科技。今年3月下旬开始我们撰写了《中国智造系列报告1-5》，一直坚定看好科技赋能的智能制造，也就是硬科技行业。目前硬科技的智能制造景气度高已经成为市场共识，新基建相关政策发力也对硬科技有催化作用，主要的焦点是如何看待高估值。而在《借鉴智能手机看新能源车产业演变-20210906》中我们指出，今年新能源车产业链类似2010年苹果手机产业链，高景气支撑高估值，后半场市场齐涨时继续上涨。</p>\n<p>二是低估的大金融。我们认为大金融中最值得重视的是券商，今年上半年券商净利润累计同比为27%，在当前市场活跃度提升、成交量持续放大背景下券商有望迎来上涨。此外，密切关注地产政策面的变化，关注房企债务风波能否妥善解决，如政策面出现积极变化，低估的地产行业望出现修复机会，并带动银行板块。历史上，四季度银行地产出现修复的概率较大。</p>\n<p>三是基建相关的制造业。正如上文分析未来稳增长政策进一步加码有望带动基建投资的增长，工程机械、建筑建材估值和盈利匹配度不错，截至21/09/24工程机械PE（TTM，整体法，下同）为12.6倍、21Q2归母净利累计同比为25.6%、对应PEG为0.49，建筑为9.5倍、32.5%、0.29，建材为14.1倍、31.3%、0.45。</p>\n<p><img src=\"https://static.tigerbbs.com/3dbd29ff150de51b07b9c18a78917727\" tg-width=\"1080\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/910ff21c4bcf7270ee79a446b2643ff0\" tg-width=\"1080\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>通胀继续大幅上行，投资时钟提前进入滞胀期。</p>","source":"lsy1582614894625","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>第三股“赚钱风”来临！这两大行业将成“香馍馍”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n第三股“赚钱风”来临！这两大行业将成“香馍馍”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3641165><strong>海通证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年的第三股风\n今年前9个月即将过去，期间行情有两次明显的变化。春节前市场保持去年龙头行情的惯性，春节后至3月底市场调整，行情主线发生变化，3月底至7月新能源汽车板块涨幅居前，7月市场再次调整，7月底至今资源股涨幅领先，这是今年的前两股风。展望未来，我们认为年内第三股风正来临，市场风格将更加均衡。\n1.回顾：今年前两股风\n第一股风：3月底-7月底新能源产业链。回顾今年以来市场表现，春节前市场保持...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3641165\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31045d119b018e3614a2750c00674d4c","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://wallstreetcn.com/articles/3641165","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180257725","content_text":"今年的第三股风\n今年前9个月即将过去，期间行情有两次明显的变化。春节前市场保持去年龙头行情的惯性，春节后至3月底市场调整，行情主线发生变化，3月底至7月新能源汽车板块涨幅居前，7月市场再次调整，7月底至今资源股涨幅领先，这是今年的前两股风。展望未来，我们认为年内第三股风正来临，市场风格将更加均衡。\n1.回顾：今年前两股风\n第一股风：3月底-7月底新能源产业链。回顾今年以来市场表现，春节前市场保持去年龙头行情的惯性，今年春节前茅指数涨幅到20.0%，而创业板指为15.1%，沪深300为11.4%。但是，春节后市场开始调整，一直持续到3月底，此后市场节奏也开始发生变化，主线开始从茅指数切换到新能源产业链。3月底-7月底期间新能源汽车指数上涨44.1%，其中上游新能源汽车相关原材料涨幅更惊人，锂矿指数上涨115.4%，氟化工上涨75.7%，钴矿指数上涨59.5%，磷化工指数上涨48.1%，而同期创业板指上涨24.7%，沪深300跌-3.4%。\n新能车相关公司表现强势的根本原因在于新能车销量持续超预期。去年底市场对2021年新能车的销量预期保持在180~200万辆之间，此后随着每月新能车销量持续超预期，市场对全年新能车销量预期也逐步抬升。根据汽车工业协会数据，今年1-8月新能源汽车销量达149万辆，同比增长220%，市场预计今年新能车销量将达到280万辆。\n第二股风：7月底至今资源股。7月市场再次调整，上证指数再次探底，盘中最低达3312.7点，创今年以来新低，市场在经历调整后主线开始从新能车产业链向资源股切换。具体而言，7月底至今磷化工指数上涨65.9%，锂矿指数上涨64.3%，煤炭上涨40.3%，氟化工上涨35.3%，钢铁上涨24.0%，钴矿指数上涨17.8%，镍矿指数上涨17.0%，而沪深300上涨1.9%，创业板指下跌-2.3%。资源股表现靓丽主要是因为相关原材料价格上涨，具体而言：\n第一类是供给受限导致价格上涨。虽然7月底政治局会议中提及“做好大宗商品保供稳价工作”，但是大宗商品价格依旧持续上涨，这是源于双碳政策下，煤炭、钢铁等行业迎来限产。8月份发改委发布了《2021年上半年各地区能耗双控目标完成情况晴雨表》，对一级预警的省区提出新要求：对能耗强度不降反升的地区（地级市、州、盟），2021年暂停“两高”项目节能审查（国家规划布局的重大项目除外）。在这样背景下，今年以来焦煤期货价格上涨75%，动力煤上涨78%，其中7月底以来焦煤期货价格上涨29%，动力煤上涨31%，价格开始加速上涨驱动资源股股价攀升。\n第二类需求大幅扩张导致价格上涨，主要包磷化工、锂矿、氟化工、钴矿等与新能源有关的上游原材料。在《借鉴智能手机看新能源车产业演变-20210906》中，提到产业渗透率突破15%后进入加速渗透初期，这时投资机会主要集中在上游原材料。前文我们提到今年新能源汽车销量持续超预期，这直接刺激了对上游原材料的需求，今年以来黄磷上涨了311%，无水氢氟酸上涨了15%，氢氧化锂上涨了264%，LME3个月钴期货价格上涨了66%，其中7月底以来黄磷上涨了170%，氢氧化锂上涨了73%，价格开始加速上涨驱动资源股股价攀升。\n\n\n\n2.第三股风正在来临\n风起于青萍之末：稳增长政策有望进一步加码，地产政策或有望改善。8月宏观经济增长下行压力加大，拉动经济的“三驾马车”中消费、投资均偏弱。8月社会消费品零售总额两年年化同比1.5%，为2020年9月以来的最低值；固定资产投资两年年化同比略回升至4.7%，仍然处于低位，其中房地产投资增速已经连续4个月回落。\n9月22日国务院总理李克强主持召开国务院常务会议，会议指出要保持宏观政策连续性稳定性、增强有效性，做好预调微调和跨周期调节，加强财政、金融、就业政策联动，稳定市场合理预期；研究出台进一步促进消费的措施，更好发挥社会投资作用扩大有效投资，保持外贸外资稳定增长，确保经济运行在合理区间。\n除了“老基建”，国常会还针对“新基建”提出要求，包括：（1）加强信息基础设施建设。推动国家骨干网和城域网协同扩容，开展千兆光网提速改造。推进新一代移动通信网络商业化规模化应用。完善卫星通信、导航、遥感等空间信息基础设施。发展泛在协同的物联网；（2）稳步发展融合基础设施。打造多层次工业互联网平台，促进融通创新。结合推进新型城镇化，推动交通、物流、能源、市政等基础设施智慧化改造。提升农业数字化水平。建设远程医疗、在线教育等民生基础设施。\n稳增长政策逐步落地，后续有望进一步加码。我们认为财政和货币政策将延续730政治局会议的宽松基调。货币政策方面，7月15日央行已经全面降准，近两周央行加大公开市场操作的力度，合计净投放4600亿元，未来不排除进一步降准的可能性；财政政策方面，近两个月国债和地方债发行明显加速，接下来工作重心是在合理把握预算内投资和地方政府债券发行进度，推动今年底明年初形成实物工作量。\n投资政策方面，9月16日发改委在例行新闻发布会上表示要加快全年3.65万亿元地方政府专项债券发行和使用进度，推进重大工程、基本民生项目尽快形成实物工作量；同时新基建也是对冲经济下行的重要抓手，8月31日发改委副主任林念修称“十四五”的新型基础设施建设规划即将发布，将布局一系列重大工程，把5G建设推向全面深度覆盖新阶段。\n消费政策方面，9月16日商务部发布《进一步做好当前商务领域促消费重点工作的通知》，其中促进汽车消费、提振餐饮消费、发展新业态新模式新场景是亮点；9月24日北京市发布《北京培育建设国际消费中心城市实施方案（2021—2025年）》，覆盖数字、文旅、体育、教育医疗等多个领域。预计未来国家有望通过发放消费券和消费补贴等政策来进一步刺激大众消费。\n此外，近期部分房企债务风波引发市场担忧，我们观察发现地产政策或有改善。9月15日中国人民银行发布《关于开展内地与香港债券市场互联互通南向合作的通知》，一定程度补充市场流动性，对于蓝筹企业融资具备实际意义，有利于保障合规企业经营稳定，防范系统性风险。9月16和17日中山和珠海下调二手房转让个人所得税、土地增值税的税率向社会征求意见；我们认为未来如果地产基本面加速恶化，政策维稳力度将进一步加强。\n\n\n\n风正吹向低估的大金融和基建相关制造。大金融和基建相关制造行业受益于上述政策，随着经济下行压力被对冲以及房地产债务风波有所缓和，大金融行业有望迎来修复，而稳增长政策发力将直接带动新旧基建投资的增长，从而相关制造行业的需求有望扩张。大金融和基建相关制造由于估值低、前期涨幅相对较小，性价比较好。具体而言：\n从估值来看，大金融和基建板块整体偏低。从当前（20021/9/24，下同）PE（TTM，整体法）来看，银行为5.5倍（处17.1%分位）、房地产为10.1倍（处23.0%分位）、证券为19.4倍（处20.9%分位）、建筑为9.5倍（处13/06以来从低到高25.8%分位）、建材为14.1倍（处19.8%分位）、工程机械为12.6倍（处5.2%分位），而万得全A为19.4倍（处55.1%分位）；从当前PB（LF，整体法）来看，银行为0.6倍（处0.05%分位）、房地产为1.0倍（处2.2%分位）、证券为1.7倍（处37.9%分位）、建筑为1.1倍（处13/06以来从低到高27.6%分位）、建材为2.4倍（处46.8%分位）、工程机械为2.1倍（处78.5%分位），而万得全A为2.0倍（处66.4%分位）。\n今年以来大金融和基建相关制造涨幅落后，同时公募基金均处于低配状态。从股价涨幅来看，今年以来（截至20021/9/24）银行涨跌幅为-0.5%、房地产为-9.6%、证券为-7.9、建筑为23.6%（8月以来上涨17.2%）、建材为6.0%、工程机械为-16.4%，大部分行业涨幅低于万得全A的6.1%。从基金仓位来看，21Q2公募基金对银行的超配比例（持仓市值占比-沪深300自由流通市值占比）为-9.5个百分点、房地产为-1.3个百分点、证券为-5.5个百分点、建筑为-0.7个百分点、建材为-0.1个百分点、工程机械为-0.7个百分点，均处于低配状态。\n\n\n\n\n3.应对策略：均衡以待\n新一轮上涨蓄势待发中。在《牛市有三个阶段-20190303》中我们提出牛市有三个阶段，第一是孕育期，资金面驱动，第二是爆发期，资金面和基本面双轮驱动，第三是泡沫期，基本面和情绪面驱动。现在正在处于牛市的第三阶段，创业板指21/3见底上涨已经创新高，新一轮上涨的背景是宏观政策宽松，驱动力是基本面+情绪面。如上文所述，稳增长政策有望进一步加码以对冲经济下行的压力，这也将支撑微观企业盈利继续上行。根据历史规律，牛市的高点对应ROE高点和市场情绪高点。\n以史为鉴，A股ROE上行周期持续7个季度，未来宏观政策宽松有望支撑企业盈利继续回升，预计21Q1达高点。情绪指标显示，PE/PB、风险溢价率和股债收益比等衡量的市场温度目前只有60度左右（历史牛市高点100度）。\n\n\n牛市高点特征是众乐乐。可能有投资者担心基建和大金融上涨可能导致其他板块下跌，但是我们在《以史为鉴：牛市高点特征是众乐乐-20210824》中分析过，历史上牛市基本呈现“先分化，后均衡”的特征，且指数达到顶点时行业离散度均为阶段性低点。\n牛市见顶时多数行业估值处于偏高位置，以05-07年牛市为例，从07/03开始，随着指数开始最后一阶段的冲顶，行业估值过热从局部开始扩散，到了07/10时PE和PB（TTM，整体法）自02年1月以来分位数超过80%的行业个数占比分别为90%和70%。以12-15年牛市为例，随着15年上半年牛市来到最后一轮的泡沫阶段，市场热度在半年不到的时间内迅速扩散，直至15/06 PE和PB（TTM，整体法）自08年10月以来历史分位达到80%以上的行业占比均接近90%，即大盘指数开始见顶回落时，几乎所有行业的估值都处于当时的历史高位。\n目前各行业还没有出现这种现象，以前一轮牛熊周期的低点（13年6月）为起点，当前仅有9%（18%）的申万二级行业PE（PB）（TTM，整体法）超过了80%的历史分位，因此基建和大金融涨并不意味着其他行业跌。\n\n均衡配置硬科技、大金融、基建相关制造。我们认为接下来市场风格机会更加均衡，看好三个方向：\n一是高景气的硬科技。今年3月下旬开始我们撰写了《中国智造系列报告1-5》，一直坚定看好科技赋能的智能制造，也就是硬科技行业。目前硬科技的智能制造景气度高已经成为市场共识，新基建相关政策发力也对硬科技有催化作用，主要的焦点是如何看待高估值。而在《借鉴智能手机看新能源车产业演变-20210906》中我们指出，今年新能源车产业链类似2010年苹果手机产业链，高景气支撑高估值，后半场市场齐涨时继续上涨。\n二是低估的大金融。我们认为大金融中最值得重视的是券商，今年上半年券商净利润累计同比为27%，在当前市场活跃度提升、成交量持续放大背景下券商有望迎来上涨。此外，密切关注地产政策面的变化，关注房企债务风波能否妥善解决，如政策面出现积极变化，低估的地产行业望出现修复机会，并带动银行板块。历史上，四季度银行地产出现修复的概率较大。\n三是基建相关的制造业。正如上文分析未来稳增长政策进一步加码有望带动基建投资的增长，工程机械、建筑建材估值和盈利匹配度不错，截至21/09/24工程机械PE（TTM，整体法，下同）为12.6倍、21Q2归母净利累计同比为25.6%、对应PEG为0.49，建筑为9.5倍、32.5%、0.29，建材为14.1倍、31.3%、0.45。\n\n\n风险提示：通胀继续大幅上行，投资时钟提前进入滞胀期。","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":3308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613720792,"gmtCreate":1650087229520,"gmtModify":1650087229520,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"他说的话有几句是真的？你们都敢信吗？","listText":"他说的话有几句是真的？你们都敢信吗？","text":"他说的话有几句是真的？你们都敢信吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/613720792","repostId":"2227839859","repostType":2,"isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141342602,"gmtCreate":1625840266706,"gmtModify":1625840266706,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"能说说25款app都是啥吗？","listText":"能说说25款app都是啥吗？","text":"能说说25款app都是啥吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/141342602","repostId":"1199935751","repostType":4,"isVote":1,"tweetType":1,"viewCount":3909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3443259955812259","authorId":"3443259955812259","name":"森焱鑫洋","avatar":"https://static.tigerbbs.com/357b7a5fb495989a98ac3bdd933533b7","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3443259955812259","idStr":"3443259955812259"},"content":"这里","text":"这里","html":"这里"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487683713647064,"gmtCreate":1760072106775,"gmtModify":1760075547858,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 这就是个垃圾，拉高出货，套住了一大波人。","listText":"<a href=\"https://laohu8.com/S/01060\">$大麦娱乐(01060)$</a> 这就是个垃圾，拉高出货，套住了一大波人。","text":"$大麦娱乐(01060)$ 这就是个垃圾，拉高出货，套住了一大波人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487683713647064","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356004676219008,"gmtCreate":1727924752478,"gmtModify":1727924811205,"author":{"id":"3528421909346964","authorId":"3528421909346964","name":"一路富甲爽到爆","avatar":"https://static.tigerbbs.com/af8dd9353dbf3b4ada47a1d551dbb954","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528421909346964","idStr":"3528421909346964"},"themes":[],"htmlText":"节后国内A股也会出现暴跌，新进场的韭菜们直接关门，闷杀！牛皮","listText":"节后国内A股也会出现暴跌，新进场的韭菜们直接关门，闷杀！牛皮","text":"节后国内A股也会出现暴跌，新进场的韭菜们直接关门，闷杀！牛皮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356004676219008","repostId":"1155382775","repostType":2,"repost":{"id":"1155382775","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1727924289,"share":"https://www.laohu8.com/m/news/1155382775?lang=zh_CN&edition=full","pubTime":"2024-10-03 10:58","market":"hk","language":"zh","title":"刚刚，港股突变！发生了什么？后续怎么走？","url":"https://stock-news.laohu8.com/highlight/detail?id=1155382775","media":"券商中国","summary":"在经历了昨天的大涨之后，今早港股迎来了突变。那么，发生了什么？假期由外资主导的港股市场可能阶段性回归理性。石破茂称，具体的货币政策由日本央行决定。另一方面，在港股大幅反弹之后，估值也在迅速回升。增持后最新持股数目约为6.17亿股，最新持股比例为8.28%。因此，才会有前述之跷跷板效应发生。港股若涨幅过大，估值提升太快，震荡也会自然发生。","content":"<html><head></head><body><p>调整还是来了！</p><p><strong>在经历了昨天的大涨之后，今早港股迎来了突变。恒生科技一度跌超6%，券商股和地产股纷纷跳水。那么，发生了什么？</strong></p><p>首先，摩根大通分析师在报告中指出，当前中资地产股估值水平已经反映了与恒大危机爆发之前相当的经营环境，这不合理。假期由外资主导的港股市场可能阶段性回归理性。</p><p>其次，日本股市今天大涨，跷跷板效应较为明显。与此同时，美元已经出现四连阳，美国息口的预期似乎再度出现变化。</p><p>第三，港股近期涨速过快、过大，部分大盘股如腾讯、小米等估值水平已经接近美股相应的蓝筹股，可能也引发了外资的一些担心。</p><p><strong>突然大跳水</strong></p><p>昨天飙涨的港股，今天早盘迎来了大跳水。恒生科技指数一度跌超6%，恒生指数和国企指数的跌幅均超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c53bb4bce5511ab0a686b917937fcf\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a91d3c91d73ac9b6d8b2a8c124607ac\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根大通分析师在周三的报告中指出，当前中资地产股估值水平已经反映了与恒大危机爆发之前相当的经营环境，这不合理。昨天狂飙的地产和券商股大幅回调。佳兆业、中国奥园、世茂、融创等地产股集体大跌，跌幅在20%左右。中信证券跌超12%，南方科创板50ETF短线大幅波动。</p><p>值得注意的是，今天港股与日股再度形成了跷跷板效应，昨天日股大跌，港股大涨；今天，日股大涨，港股杀跌。其中似乎存在一种抢夺资本的力量。日本内阁官房长官林芳正表示，石破茂和植田和男确认，日本政府与央行继续按协议进行合作。石破茂称，具体的货币政策由日本央行决定。</p><p>此外，最近中国资产虽然大涨，但也要注意到一点，美联储虽然降息，但美元指数最近已经连拉四连阳，而且当地时间周三，最新公布的美国9月份私营部门新增就业人数超预期反弹，令市场对美联储11月再次大幅降息50个基点的预期承压。</p><p>另一方面，在港股大幅反弹之后，估值也在迅速回升。部分蓝筹股的估值与美股蓝筹相差不远。比如腾讯控股的PE（TTM）为25.72倍，而脸书（META）的PE（TTM）也只有28倍。小米的PE（TTM）为28倍，苹果则为33倍。大盘股的估值约束可能已经出现。</p><p><strong>后续怎么走？</strong></p><p>那么，港股反弹至此是休息还是结束呢？相信大部分人会认为，此处只是休息。首先，今天虽然港股调整，但A50依然保持了相对强势，该指数因恒生科技大跌一度翻绿，但很快又被拉了起来。其次，虽然摩根大通这类大行不太看好地产，但据香港联交所最新资料显示，9月26日，摩根大通增持中国平安(02318.HK)3986.1682万股，每股作价44.4327港元，总金额约17.71亿港元。增持后最新持股数目约为6.17亿股，最新持股比例为8.28%。而且摩根大通还将中国银河H股评级上调至超配，目标价12.59港元/股，即上涨39%。</p><p>华泰证券认为，从增量资金看，首先是全球外资回补效应；据估算，截至二季度末，全球前二十大资管机构（包含共同基金/对冲基金/信托等）权益组合中，中资股的占比1.3%，较MSCI ACWI中国基准权重低配1.9pct；若预期改善下，外资对中国的配置力度回到一季度水平（低配1.7pct），或带来头部资管机构约170亿美元的净流入；若回到2018年—2020年中枢水平（低配0.5pct），或带来约1000亿美元净流入。其次，存量空头平仓效应；尽管9月以来港股空头交易占比已处历史较低水平，但全市场未平仓卖空股数尚未明显回落，存量空头平仓力量尚未充分释放。</p><p>此外，市场研究机构DataTrek Research表示，如果以历史作为参考，这轮涨势可能还有很大空间。该机构称，若在100天的时间范围内比较iShares安硕中国大盘股ETF(FXI)和SPDR标普500指数ETF Trust(SPY)的相对表现，在2009年、2015年和2023年等这些有正面政策转变的时间里，中资股票领先美股超过30个百分点，而目前只领先13个百分点。</p><p>分析人士认为，港股后续的空间可能一方面还要看A股的人气，另一方面也要看美元的走势。近期，中国资产上涨过程当中，美元走得太强，而且美联储仍在缩表。也就是说，离岸美元流动性并没有想象得那么宽松。因此，才会有前述之跷跷板效应发生。港股若涨幅过大，估值提升太快，震荡也会自然发生。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>刚刚，港股突变！发生了什么？后续怎么走？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n刚刚，港股突变！发生了什么？后续怎么走？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-10-03 10:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>调整还是来了！</p><p><strong>在经历了昨天的大涨之后，今早港股迎来了突变。恒生科技一度跌超6%，券商股和地产股纷纷跳水。那么，发生了什么？</strong></p><p>首先，摩根大通分析师在报告中指出，当前中资地产股估值水平已经反映了与恒大危机爆发之前相当的经营环境，这不合理。假期由外资主导的港股市场可能阶段性回归理性。</p><p>其次，日本股市今天大涨，跷跷板效应较为明显。与此同时，美元已经出现四连阳，美国息口的预期似乎再度出现变化。</p><p>第三，港股近期涨速过快、过大，部分大盘股如腾讯、小米等估值水平已经接近美股相应的蓝筹股，可能也引发了外资的一些担心。</p><p><strong>突然大跳水</strong></p><p>昨天飙涨的港股，今天早盘迎来了大跳水。恒生科技指数一度跌超6%，恒生指数和国企指数的跌幅均超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c53bb4bce5511ab0a686b917937fcf\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a91d3c91d73ac9b6d8b2a8c124607ac\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根大通分析师在周三的报告中指出，当前中资地产股估值水平已经反映了与恒大危机爆发之前相当的经营环境，这不合理。昨天狂飙的地产和券商股大幅回调。佳兆业、中国奥园、世茂、融创等地产股集体大跌，跌幅在20%左右。中信证券跌超12%，南方科创板50ETF短线大幅波动。</p><p>值得注意的是，今天港股与日股再度形成了跷跷板效应，昨天日股大跌，港股大涨；今天，日股大涨，港股杀跌。其中似乎存在一种抢夺资本的力量。日本内阁官房长官林芳正表示，石破茂和植田和男确认，日本政府与央行继续按协议进行合作。石破茂称，具体的货币政策由日本央行决定。</p><p>此外，最近中国资产虽然大涨，但也要注意到一点，美联储虽然降息，但美元指数最近已经连拉四连阳，而且当地时间周三，最新公布的美国9月份私营部门新增就业人数超预期反弹，令市场对美联储11月再次大幅降息50个基点的预期承压。</p><p>另一方面，在港股大幅反弹之后，估值也在迅速回升。部分蓝筹股的估值与美股蓝筹相差不远。比如腾讯控股的PE（TTM）为25.72倍，而脸书（META）的PE（TTM）也只有28倍。小米的PE（TTM）为28倍，苹果则为33倍。大盘股的估值约束可能已经出现。</p><p><strong>后续怎么走？</strong></p><p>那么，港股反弹至此是休息还是结束呢？相信大部分人会认为，此处只是休息。首先，今天虽然港股调整，但A50依然保持了相对强势，该指数因恒生科技大跌一度翻绿，但很快又被拉了起来。其次，虽然摩根大通这类大行不太看好地产，但据香港联交所最新资料显示，9月26日，摩根大通增持中国平安(02318.HK)3986.1682万股，每股作价44.4327港元，总金额约17.71亿港元。增持后最新持股数目约为6.17亿股，最新持股比例为8.28%。而且摩根大通还将中国银河H股评级上调至超配，目标价12.59港元/股，即上涨39%。</p><p>华泰证券认为，从增量资金看，首先是全球外资回补效应；据估算，截至二季度末，全球前二十大资管机构（包含共同基金/对冲基金/信托等）权益组合中，中资股的占比1.3%，较MSCI ACWI中国基准权重低配1.9pct；若预期改善下，外资对中国的配置力度回到一季度水平（低配1.7pct），或带来头部资管机构约170亿美元的净流入；若回到2018年—2020年中枢水平（低配0.5pct），或带来约1000亿美元净流入。其次，存量空头平仓效应；尽管9月以来港股空头交易占比已处历史较低水平，但全市场未平仓卖空股数尚未明显回落，存量空头平仓力量尚未充分释放。</p><p>此外，市场研究机构DataTrek Research表示，如果以历史作为参考，这轮涨势可能还有很大空间。该机构称，若在100天的时间范围内比较iShares安硕中国大盘股ETF(FXI)和SPDR标普500指数ETF Trust(SPY)的相对表现，在2009年、2015年和2023年等这些有正面政策转变的时间里，中资股票领先美股超过30个百分点，而目前只领先13个百分点。</p><p>分析人士认为，港股后续的空间可能一方面还要看A股的人气，另一方面也要看美元的走势。近期，中国资产上涨过程当中，美元走得太强，而且美联储仍在缩表。也就是说，离岸美元流动性并没有想象得那么宽松。因此，才会有前述之跷跷板效应发生。港股若涨幅过大，估值提升太快，震荡也会自然发生。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155382775","content_text":"调整还是来了！在经历了昨天的大涨之后，今早港股迎来了突变。恒生科技一度跌超6%，券商股和地产股纷纷跳水。那么，发生了什么？首先，摩根大通分析师在报告中指出，当前中资地产股估值水平已经反映了与恒大危机爆发之前相当的经营环境，这不合理。假期由外资主导的港股市场可能阶段性回归理性。其次，日本股市今天大涨，跷跷板效应较为明显。与此同时，美元已经出现四连阳，美国息口的预期似乎再度出现变化。第三，港股近期涨速过快、过大，部分大盘股如腾讯、小米等估值水平已经接近美股相应的蓝筹股，可能也引发了外资的一些担心。突然大跳水昨天飙涨的港股，今天早盘迎来了大跳水。恒生科技指数一度跌超6%，恒生指数和国企指数的跌幅均超3%。摩根大通分析师在周三的报告中指出，当前中资地产股估值水平已经反映了与恒大危机爆发之前相当的经营环境，这不合理。昨天狂飙的地产和券商股大幅回调。佳兆业、中国奥园、世茂、融创等地产股集体大跌，跌幅在20%左右。中信证券跌超12%，南方科创板50ETF短线大幅波动。值得注意的是，今天港股与日股再度形成了跷跷板效应，昨天日股大跌，港股大涨；今天，日股大涨，港股杀跌。其中似乎存在一种抢夺资本的力量。日本内阁官房长官林芳正表示，石破茂和植田和男确认，日本政府与央行继续按协议进行合作。石破茂称，具体的货币政策由日本央行决定。此外，最近中国资产虽然大涨，但也要注意到一点，美联储虽然降息，但美元指数最近已经连拉四连阳，而且当地时间周三，最新公布的美国9月份私营部门新增就业人数超预期反弹，令市场对美联储11月再次大幅降息50个基点的预期承压。另一方面，在港股大幅反弹之后，估值也在迅速回升。部分蓝筹股的估值与美股蓝筹相差不远。比如腾讯控股的PE（TTM）为25.72倍，而脸书（META）的PE（TTM）也只有28倍。小米的PE（TTM）为28倍，苹果则为33倍。大盘股的估值约束可能已经出现。后续怎么走？那么，港股反弹至此是休息还是结束呢？相信大部分人会认为，此处只是休息。首先，今天虽然港股调整，但A50依然保持了相对强势，该指数因恒生科技大跌一度翻绿，但很快又被拉了起来。其次，虽然摩根大通这类大行不太看好地产，但据香港联交所最新资料显示，9月26日，摩根大通增持中国平安(02318.HK)3986.1682万股，每股作价44.4327港元，总金额约17.71亿港元。增持后最新持股数目约为6.17亿股，最新持股比例为8.28%。而且摩根大通还将中国银河H股评级上调至超配，目标价12.59港元/股，即上涨39%。华泰证券认为，从增量资金看，首先是全球外资回补效应；据估算，截至二季度末，全球前二十大资管机构（包含共同基金/对冲基金/信托等）权益组合中，中资股的占比1.3%，较MSCI ACWI中国基准权重低配1.9pct；若预期改善下，外资对中国的配置力度回到一季度水平（低配1.7pct），或带来头部资管机构约170亿美元的净流入；若回到2018年—2020年中枢水平（低配0.5pct），或带来约1000亿美元净流入。其次，存量空头平仓效应；尽管9月以来港股空头交易占比已处历史较低水平，但全市场未平仓卖空股数尚未明显回落，存量空头平仓力量尚未充分释放。此外，市场研究机构DataTrek Research表示，如果以历史作为参考，这轮涨势可能还有很大空间。该机构称，若在100天的时间范围内比较iShares安硕中国大盘股ETF(FXI)和SPDR标普500指数ETF Trust(SPY)的相对表现，在2009年、2015年和2023年等这些有正面政策转变的时间里，中资股票领先美股超过30个百分点，而目前只领先13个百分点。分析人士认为，港股后续的空间可能一方面还要看A股的人气，另一方面也要看美元的走势。近期，中国资产上涨过程当中，美元走得太强，而且美联储仍在缩表。也就是说，离岸美元流动性并没有想象得那么宽松。因此，才会有前述之跷跷板效应发生。港股若涨幅过大，估值提升太快，震荡也会自然发生。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":3342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}