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小y小y
2025-05-22
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高瓴、博裕、GIC等顶级资本捧场，恒瑞医药折价近30%，能追随“宁王”走势吗？
小y小y
2025-01-15
说说你对这篇新闻的看法...
盘前异动｜美股三大股指期货齐涨，量子计算、机器人概念股延续强势
小y小y
2023-04-24
$第一共和银行(FRC)$
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src=\"http://n.sinaimg.cn/spider20250522/95/w860h835/20250522/f94d-2c6afefa66ff200c517ae84b939a4ddb.png\"/><span></span></div><p cms-style=\"font-L\">虽然我预测准了5月19日的暗盘，但却没想到港股股民对宁德的追捧还有炒新股的激情。就在今日，<a href=\"https://laohu8.com/S/03750\">宁德时代</a>再度暴涨10%，A股完全跟着港股的节奏走，且港股较A股已溢价13%。</p><div><img cms-height=\"540.219\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/180/w990h790/20250522/4611-8a04765b5fd115d1c32927b374cfafa1.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L underline color0\">其实，对于宁德时代在港股暴涨，有一个极为重要的因素，就是和蜜雪、<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>类似，质地优质，市场货源极少，港股流通股只有1.56亿股，对应市值大约500亿，且前25大股东还持有70%，市场上散户能拿到的货源最多4600万股。</font></p><div><img cms-height=\"500.688\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/576/w791h585/20250522/fab5-b5bff86c4f107257e5cb9a0d2ca0a99c.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">就在今日，<span><a href=\"https://laohu8.com/S/600276\">恒瑞医药</a></span><span></span>的中签结果相继公布，有人100手中1手，有人400手中4手，有人1000手中7手，还有人2手中1手。于是，不少股民表示，是否中签率有点高，很难有宁王的表现。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">不过，金石杂谈发现，依然是很多股民没中，有人打40手中0，参考宁王一手中签率10%，<a href=\"https://laohu8.com/S/01276\">恒瑞医药</a>有可能一手中签率在30%左右。</font></p><div><img cms-height=\"1081.31\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/405/w1080h1725/20250522/4a0a-858179bba7c56e655a04c0f0abdda851.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">恒瑞医药5月21日公布配售结果，5月22日赴港上市，本次发售价44.05港元，A股股价折合港元为60.82港元，有38%的溢价（港股折价27.5%），想象空间有点大；</font>而且本次发售2.25亿股，对应市值只有100亿，有望和宁王一样迎来炒作。更为关键的是，近期医药股尤其创新药明显迎来绝境反转。</p><div><img cms-height=\"1397.88\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/110/w1080h2230/20250522/992e-4703eea230221af983c9ee42552ae039.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color0\">但是有一点，恒瑞医药和宁王质地没法比，宁王在电池市场拥有统治地位，且是中国最优秀的公司之一。所以，对于恒瑞医药，大家还是要冷静点。</font></p><div><img cms-height=\"622.828\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/80/w875h805/20250522/1f5f-34e14315fe7f245dea8eead2146ceb80.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color210\">由于时间关系，金石杂谈就简单说几点恒瑞医药的质地，1）本次发售2.2452一股，也就是H股大约100亿港元的市值，盘子小，而且联席保荐人有大摩，护盘能力比较突出。</font></p><div><img cms-height=\"689.438\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/738/w762h776/20250522/a0dc-1a3acb1f4f8c2df90d9f763a1fafdb23.png\"/><span></span></div><p cms-style=\"font-L\">2）恒瑞医药成立于1997年，2000年在上交所主板上市，曾是市值医药一哥，不过2月份被<span><a href=\"https://laohu8.com/S/ONC\">百济神州</a></span><span></span>超越，恒瑞医药以“仿制+创新”为发展模式，产品主要集中在肿瘤、代谢和心血管疾病、免疫和呼吸系统疾病以及神经科学等领域。</p><p cms-style=\"font-L\">3）2022年至2024年，恒瑞医药收入分别为212.75亿、228.2亿以及279.85亿；利润分别为38.15亿、42.78亿以及63.37亿，2024年净利增长48%，不过一季度净利增长36%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">还有就是，恒瑞医药</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">海外收入为7.16亿元，占比仅有2.56%，国际化布局欠缺，这也是落后百济的地方。但恒瑞还有一个利好：</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">2024年，恒瑞医药创新药收入占比首次超过仿制药，成为第一大收入来源，近期资本对创新药重新看好。</font></font></font></font></p><div><img cms-height=\"651.188\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/693/w761h732/20250522/fca8-1e5e80592ac8dedd7c6ad54f84d5f119.png\"/><span></span></div><p cms-style=\"font-L\">4）公司本次发售2.2452亿股，超额配股权最多3368万股，届时最多发售2.582亿股，对应市值114亿港元。假设超额配股权悉数行使，基石占比38.6%，<font cms-style=\"font-L color0\">市场货源大约1.8亿股，但只有1000多万股是机构，其他均是国际配售的机构。同样是市场货源归边，可能炒作。</font></p><div><img cms-height=\"353.703\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/386/w779h407/20250522/add2-52522337bbc67768d2866703cadd8ee4.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">5）恒瑞医药引入7名基石，同样有不少知名机构，知名国际投资机构GIC投资2.68亿美元，国际知名资管公司景顺投资投资0.75亿美元，瑞银投资0.6亿美元，中国顶级PE博裕资本投资0.4亿美元，中国顶级PE高瓴资本投资0.4亿美元，全球资管公司Millennium Capital投资0.3亿美元，知名PE橡树资本投资0.2亿美元。其中，博裕资本、橡树资本、高瓴资本也是宁德时代的基石。</font></p><div><img cms-height=\"597.969\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/78/w891h787/20250522/88c4-2f70734be4eae7cad6c51ef078207085.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color0\">最后，本文不构成投资建议，仅做沟通交流，盈亏自负。</font></p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>高瓴、博裕、GIC等顶级资本捧场，恒瑞医药折价近30%，能追随“宁王”走势吗？</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{ 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#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高瓴、博裕、GIC等顶级资本捧场，恒瑞医药折价近30%，能追随“宁王”走势吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-22 00:36 北京时间 <a href=https://finance.sina.com.cn/stock/stockzmt/2025-05-22/doc-inexkert2371567.shtml><strong>市场投研资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：金石杂谈）转自：金石杂谈5月21日，最近港股市场炒新火热，宁德时代520赴港上市，单日暴涨16.43%，完全超出我的预期。原因就是宁德目前市场货源极少，总市值只有500亿，扣除25大股东，市值只有150亿，资金在疯狂炒作。虽然我预测准了5月19日的暗盘，但却没想到港股股民对宁德的追捧还有炒新股的激情。就在今日，宁德...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/stockzmt/2025-05-22/doc-inexkert2371567.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600276":"恒瑞医药","BK0183":"MSCI概念","01276":"恒瑞医药","BK0188":"融资融券","BK0012":"证金概念","BK0028":"国家队","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK0060":"抗癌","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0196":"行业龙头","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK4104":"贸易公司与经销商","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0239":"医药制造","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","GIC":"Global Industry Company","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/stockzmt/2025-05-22/doc-inexkert2371567.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2537507958","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：金石杂谈）转自：金石杂谈5月21日，最近港股市场炒新火热，宁德时代520赴港上市，单日暴涨16.43%，完全超出我的预期。原因就是宁德目前市场货源极少，总市值只有500亿，扣除25大股东，市值只有150亿，资金在疯狂炒作。虽然我预测准了5月19日的暗盘，但却没想到港股股民对宁德的追捧还有炒新股的激情。就在今日，宁德时代再度暴涨10%，A股完全跟着港股的节奏走，且港股较A股已溢价13%。其实，对于宁德时代在港股暴涨，有一个极为重要的因素，就是和蜜雪、老铺黄金类似，质地优质，市场货源极少，港股流通股只有1.56亿股，对应市值大约500亿，且前25大股东还持有70%，市场上散户能拿到的货源最多4600万股。就在今日，恒瑞医药的中签结果相继公布，有人100手中1手，有人400手中4手，有人1000手中7手，还有人2手中1手。于是，不少股民表示，是否中签率有点高，很难有宁王的表现。不过，金石杂谈发现，依然是很多股民没中，有人打40手中0，参考宁王一手中签率10%，恒瑞医药有可能一手中签率在30%左右。恒瑞医药5月21日公布配售结果，5月22日赴港上市，本次发售价44.05港元，A股股价折合港元为60.82港元，有38%的溢价（港股折价27.5%），想象空间有点大；而且本次发售2.25亿股，对应市值只有100亿，有望和宁王一样迎来炒作。更为关键的是，近期医药股尤其创新药明显迎来绝境反转。但是有一点，恒瑞医药和宁王质地没法比，宁王在电池市场拥有统治地位，且是中国最优秀的公司之一。所以，对于恒瑞医药，大家还是要冷静点。由于时间关系，金石杂谈就简单说几点恒瑞医药的质地，1）本次发售2.2452一股，也就是H股大约100亿港元的市值，盘子小，而且联席保荐人有大摩，护盘能力比较突出。2）恒瑞医药成立于1997年，2000年在上交所主板上市，曾是市值医药一哥，不过2月份被百济神州超越，恒瑞医药以“仿制+创新”为发展模式，产品主要集中在肿瘤、代谢和心血管疾病、免疫和呼吸系统疾病以及神经科学等领域。3）2022年至2024年，恒瑞医药收入分别为212.75亿、228.2亿以及279.85亿；利润分别为38.15亿、42.78亿以及63.37亿，2024年净利增长48%，不过一季度净利增长36%。还有就是，恒瑞医药海外收入为7.16亿元，占比仅有2.56%，国际化布局欠缺，这也是落后百济的地方。但恒瑞还有一个利好：2024年，恒瑞医药创新药收入占比首次超过仿制药，成为第一大收入来源，近期资本对创新药重新看好。4）公司本次发售2.2452亿股，超额配股权最多3368万股，届时最多发售2.582亿股，对应市值114亿港元。假设超额配股权悉数行使，基石占比38.6%，市场货源大约1.8亿股，但只有1000多万股是机构，其他均是国际配售的机构。同样是市场货源归边，可能炒作。5）恒瑞医药引入7名基石，同样有不少知名机构，知名国际投资机构GIC投资2.68亿美元，国际知名资管公司景顺投资投资0.75亿美元，瑞银投资0.6亿美元，中国顶级PE博裕资本投资0.4亿美元，中国顶级PE高瓴资本投资0.4亿美元，全球资管公司Millennium Capital投资0.3亿美元，知名PE橡树资本投资0.2亿美元。其中，博裕资本、橡树资本、高瓴资本也是宁德时代的基石。最后，本文不构成投资建议，仅做沟通交流，盈亏自负。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"600276":1,"01276":1,"GIC":1}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392842057064496,"gmtCreate":1736932388699,"gmtModify":1736933462602,"author":{"id":"3568334676318230","authorId":"3568334676318230","name":"小y小y","avatar":"https://static.tigerbbs.com/4859951879f3b532a0e70a6ffee03d61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568334676318230","idStr":"3568334676318230"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392842057064496","repostId":"1132433353","repostType":2,"repost":{"id":"1132433353","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736931697,"share":"https://www.laohu8.com/m/news/1132433353?lang=zh_CN&edition=full","pubTime":"2025-01-15 17:01","market":"us","language":"zh","title":"盘前异动｜美股三大股指期货齐涨，量子计算、机器人概念股延续强势","url":"https://stock-news.laohu8.com/highlight/detail?id=1132433353","media":"老虎资讯综合","summary":"1月15日，美股三大股指期货齐涨，截止发稿，道指期货涨0.07%，纳指期货涨0.06%，标普500指数期货涨0.03%。","content":"<html><head></head><body><p>1月15日，美股三大股指期货齐涨，截止发稿，道指期货涨0.07%，纳指期货涨0.06%，标普500指数期货涨0.03%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cec20a474916dcd7608d995f4d58ed4\" title=\"\" tg-width=\"393\" tg-height=\"201\"/></p><p>量子计算概念股盘前延续涨势，<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>涨超12%，<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超10%，<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>、<a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>涨超8%，<a href=\"https://laohu8.com/S/IONQ\">IONQ</a>涨超6%；</p><p>机器人概念股盘前多数上涨，<a href=\"https://laohu8.com/S/RR\">Richtech Robotics</a>涨超12%，<a href=\"https://laohu8.com/S/KITT\">Nauticus Robotics</a>涨超8%；</p><p><a href=\"https://laohu8.com/S/KULR\">KULR Technology</a>盘前涨超5%，公司进军核能市场，为日本的核反应堆系统提供先进的碳纤维阴极应用；</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓概念股<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>盘前跌超4%，第二财季调整后净亏损同比扩大；</p><p><a href=\"https://laohu8.com/S/NTES\">网易</a>盘前涨超3%，新游表现亮眼，公司产品线储备丰富。</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>盘前异动｜美股三大股指期货齐涨，量子计算、机器人概念股延续强势</title>\n<style 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17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月15日，美股三大股指期货齐涨，截止发稿，道指期货涨0.07%，纳指期货涨0.06%，标普500指数期货涨0.03%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cec20a474916dcd7608d995f4d58ed4\" title=\"\" tg-width=\"393\" tg-height=\"201\"/></p><p>量子计算概念股盘前延续涨势，<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>涨超12%，<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超10%，<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>、<a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>涨超8%，<a href=\"https://laohu8.com/S/IONQ\">IONQ</a>涨超6%；</p><p>机器人概念股盘前多数上涨，<a href=\"https://laohu8.com/S/RR\">Richtech Robotics</a>涨超12%，<a href=\"https://laohu8.com/S/KITT\">Nauticus Robotics</a>涨超8%；</p><p><a href=\"https://laohu8.com/S/KULR\">KULR Technology</a>盘前涨超5%，公司进军核能市场，为日本的核反应堆系统提供先进的碳纤维阴极应用；</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓概念股<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>盘前跌超4%，第二财季调整后净亏损同比扩大；</p><p><a href=\"https://laohu8.com/S/NTES\">网易</a>盘前涨超3%，新游表现亮眼，公司产品线储备丰富。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"QBTS":"D-Wave Quantum Inc.","BK0089":"人工智能","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","KULR":"KULR Technology Group, Inc.","BK4547":"WSB热门概念","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK0073":"3D打印","BK0188":"融资融券","BK4588":"碎股","BK0028":"国家队","RR":"Richtech Robotics","BK0005":"高端装备制造","BK4551":"寇图资本持仓","APLD":"APPLIED DIGITAL CORP","BK0130":"工业4.0","BK4539":"次新股","BK0061":"机器人","BK4561":"索罗斯持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132433353","content_text":"1月15日，美股三大股指期货齐涨，截止发稿，道指期货涨0.07%，纳指期货涨0.06%，标普500指数期货涨0.03%。量子计算概念股盘前延续涨势，D-Wave Quantum涨超12%，Quantum Computing涨超10%，Rigetti Computing、SEALSQ Corp涨超8%，IONQ涨超6%；机器人概念股盘前多数上涨，Richtech Robotics涨超12%，Nauticus Robotics涨超8%；KULR Technology盘前涨超5%，公司进军核能市场，为日本的核反应堆系统提供先进的碳纤维阴极应用；英伟达持仓概念股Applied Digital盘前跌超4%，第二财季调整后净亏损同比扩大；网易盘前涨超3%，新游表现亮眼，公司产品线储备丰富。","news_type":1,"symbols_score_info":{"QBTS":1.1,"KULR":1.1,"RR":1.1,"APLD":1.1}},"isVote":1,"tweetType":1,"viewCount":1452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658929890,"gmtCreate":1682346945611,"gmtModify":1682347545885,"author":{"id":"3568334676318230","authorId":"3568334676318230","name":"小y小y","avatar":"https://static.tigerbbs.com/4859951879f3b532a0e70a6ffee03d61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568334676318230","idStr":"3568334676318230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a><v-v 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00:36","market":"us","language":"zh","title":"高瓴、博裕、GIC等顶级资本捧场，恒瑞医药折价近30%，能追随“宁王”走势吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2537507958","media":"市场投研资讯","summary":"但是有一点，恒瑞医药和宁王质地没法比，宁王在电池市场拥有统治地位，且是中国最优秀的公司之一。3）2022年至2024年，恒瑞医药收入分别为212.75亿、228.2亿以及279.85亿；利润分别为38.15亿、42.78亿以及63.37亿，2024年净利增长48%，不过一季度净利增长36%。4）公司本次发售2.2452亿股，超额配股权最多3368万股，届时最多发售2.582亿股，对应市值114亿港元。其中，博裕资本、橡树资本、高瓴资本也是宁德时代的基石。","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>（来源：金石杂谈）</p><p>转自：金石杂谈</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">5月21日，最近港股市场炒新火热，</font><font cms-style=\"font-L\"><font cms-style=\"font-L color0\"><span><a href=\"https://laohu8.com/S/300750\">宁德时代</a></span><span></span>520赴港上市，单日暴涨16.43%，完全超出我的预期。原因就是宁德目前市场货源极少，总市值只有500亿，扣除25大股东，市值只有150亿，资金在疯狂炒作。</font></font></p><div><img cms-height=\"657.312\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/95/w860h835/20250522/f94d-2c6afefa66ff200c517ae84b939a4ddb.png\"/><span></span></div><p cms-style=\"font-L\">虽然我预测准了5月19日的暗盘，但却没想到港股股民对宁德的追捧还有炒新股的激情。就在今日，<a href=\"https://laohu8.com/S/03750\">宁德时代</a>再度暴涨10%，A股完全跟着港股的节奏走，且港股较A股已溢价13%。</p><div><img cms-height=\"540.219\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/180/w990h790/20250522/4611-8a04765b5fd115d1c32927b374cfafa1.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L underline color0\">其实，对于宁德时代在港股暴涨，有一个极为重要的因素，就是和蜜雪、<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>类似，质地优质，市场货源极少，港股流通股只有1.56亿股，对应市值大约500亿，且前25大股东还持有70%，市场上散户能拿到的货源最多4600万股。</font></p><div><img cms-height=\"500.688\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/576/w791h585/20250522/fab5-b5bff86c4f107257e5cb9a0d2ca0a99c.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">就在今日，<span><a href=\"https://laohu8.com/S/600276\">恒瑞医药</a></span><span></span>的中签结果相继公布，有人100手中1手，有人400手中4手，有人1000手中7手，还有人2手中1手。于是，不少股民表示，是否中签率有点高，很难有宁王的表现。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">不过，金石杂谈发现，依然是很多股民没中，有人打40手中0，参考宁王一手中签率10%，<a href=\"https://laohu8.com/S/01276\">恒瑞医药</a>有可能一手中签率在30%左右。</font></p><div><img cms-height=\"1081.31\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/405/w1080h1725/20250522/4a0a-858179bba7c56e655a04c0f0abdda851.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">恒瑞医药5月21日公布配售结果，5月22日赴港上市，本次发售价44.05港元，A股股价折合港元为60.82港元，有38%的溢价（港股折价27.5%），想象空间有点大；</font>而且本次发售2.25亿股，对应市值只有100亿，有望和宁王一样迎来炒作。更为关键的是，近期医药股尤其创新药明显迎来绝境反转。</p><div><img cms-height=\"1397.88\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/110/w1080h2230/20250522/992e-4703eea230221af983c9ee42552ae039.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color0\">但是有一点，恒瑞医药和宁王质地没法比，宁王在电池市场拥有统治地位，且是中国最优秀的公司之一。所以，对于恒瑞医药，大家还是要冷静点。</font></p><div><img cms-height=\"622.828\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/80/w875h805/20250522/1f5f-34e14315fe7f245dea8eead2146ceb80.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color210\">由于时间关系，金石杂谈就简单说几点恒瑞医药的质地，1）本次发售2.2452一股，也就是H股大约100亿港元的市值，盘子小，而且联席保荐人有大摩，护盘能力比较突出。</font></p><div><img cms-height=\"689.438\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/738/w762h776/20250522/a0dc-1a3acb1f4f8c2df90d9f763a1fafdb23.png\"/><span></span></div><p cms-style=\"font-L\">2）恒瑞医药成立于1997年，2000年在上交所主板上市，曾是市值医药一哥，不过2月份被<span><a href=\"https://laohu8.com/S/ONC\">百济神州</a></span><span></span>超越，恒瑞医药以“仿制+创新”为发展模式，产品主要集中在肿瘤、代谢和心血管疾病、免疫和呼吸系统疾病以及神经科学等领域。</p><p cms-style=\"font-L\">3）2022年至2024年，恒瑞医药收入分别为212.75亿、228.2亿以及279.85亿；利润分别为38.15亿、42.78亿以及63.37亿，2024年净利增长48%，不过一季度净利增长36%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">还有就是，恒瑞医药</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">海外收入为7.16亿元，占比仅有2.56%，国际化布局欠缺，这也是落后百济的地方。但恒瑞还有一个利好：</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">2024年，恒瑞医药创新药收入占比首次超过仿制药，成为第一大收入来源，近期资本对创新药重新看好。</font></font></font></font></p><div><img cms-height=\"651.188\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/693/w761h732/20250522/fca8-1e5e80592ac8dedd7c6ad54f84d5f119.png\"/><span></span></div><p cms-style=\"font-L\">4）公司本次发售2.2452亿股，超额配股权最多3368万股，届时最多发售2.582亿股，对应市值114亿港元。假设超额配股权悉数行使，基石占比38.6%，<font cms-style=\"font-L color0\">市场货源大约1.8亿股，但只有1000多万股是机构，其他均是国际配售的机构。同样是市场货源归边，可能炒作。</font></p><div><img cms-height=\"353.703\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/386/w779h407/20250522/add2-52522337bbc67768d2866703cadd8ee4.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">5）恒瑞医药引入7名基石，同样有不少知名机构，知名国际投资机构GIC投资2.68亿美元，国际知名资管公司景顺投资投资0.75亿美元，瑞银投资0.6亿美元，中国顶级PE博裕资本投资0.4亿美元，中国顶级PE高瓴资本投资0.4亿美元，全球资管公司Millennium Capital投资0.3亿美元，知名PE橡树资本投资0.2亿美元。其中，博裕资本、橡树资本、高瓴资本也是宁德时代的基石。</font></p><div><img cms-height=\"597.969\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250522/78/w891h787/20250522/88c4-2f70734be4eae7cad6c51ef078207085.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color0\">最后，本文不构成投资建议，仅做沟通交流，盈亏自负。</font></p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>高瓴、博裕、GIC等顶级资本捧场，恒瑞医药折价近30%，能追随“宁王”走势吗？</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{ 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#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高瓴、博裕、GIC等顶级资本捧场，恒瑞医药折价近30%，能追随“宁王”走势吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-22 00:36 北京时间 <a href=https://finance.sina.com.cn/stock/stockzmt/2025-05-22/doc-inexkert2371567.shtml><strong>市场投研资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：金石杂谈）转自：金石杂谈5月21日，最近港股市场炒新火热，宁德时代520赴港上市，单日暴涨16.43%，完全超出我的预期。原因就是宁德目前市场货源极少，总市值只有500亿，扣除25大股东，市值只有150亿，资金在疯狂炒作。虽然我预测准了5月19日的暗盘，但却没想到港股股民对宁德的追捧还有炒新股的激情。就在今日，宁德...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/stockzmt/2025-05-22/doc-inexkert2371567.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600276":"恒瑞医药","BK0183":"MSCI概念","01276":"恒瑞医药","BK0188":"融资融券","BK0012":"证金概念","BK0028":"国家队","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK0060":"抗癌","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0196":"行业龙头","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK4104":"贸易公司与经销商","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0239":"医药制造","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","GIC":"Global Industry Company","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/stockzmt/2025-05-22/doc-inexkert2371567.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2537507958","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：金石杂谈）转自：金石杂谈5月21日，最近港股市场炒新火热，宁德时代520赴港上市，单日暴涨16.43%，完全超出我的预期。原因就是宁德目前市场货源极少，总市值只有500亿，扣除25大股东，市值只有150亿，资金在疯狂炒作。虽然我预测准了5月19日的暗盘，但却没想到港股股民对宁德的追捧还有炒新股的激情。就在今日，宁德时代再度暴涨10%，A股完全跟着港股的节奏走，且港股较A股已溢价13%。其实，对于宁德时代在港股暴涨，有一个极为重要的因素，就是和蜜雪、老铺黄金类似，质地优质，市场货源极少，港股流通股只有1.56亿股，对应市值大约500亿，且前25大股东还持有70%，市场上散户能拿到的货源最多4600万股。就在今日，恒瑞医药的中签结果相继公布，有人100手中1手，有人400手中4手，有人1000手中7手，还有人2手中1手。于是，不少股民表示，是否中签率有点高，很难有宁王的表现。不过，金石杂谈发现，依然是很多股民没中，有人打40手中0，参考宁王一手中签率10%，恒瑞医药有可能一手中签率在30%左右。恒瑞医药5月21日公布配售结果，5月22日赴港上市，本次发售价44.05港元，A股股价折合港元为60.82港元，有38%的溢价（港股折价27.5%），想象空间有点大；而且本次发售2.25亿股，对应市值只有100亿，有望和宁王一样迎来炒作。更为关键的是，近期医药股尤其创新药明显迎来绝境反转。但是有一点，恒瑞医药和宁王质地没法比，宁王在电池市场拥有统治地位，且是中国最优秀的公司之一。所以，对于恒瑞医药，大家还是要冷静点。由于时间关系，金石杂谈就简单说几点恒瑞医药的质地，1）本次发售2.2452一股，也就是H股大约100亿港元的市值，盘子小，而且联席保荐人有大摩，护盘能力比较突出。2）恒瑞医药成立于1997年，2000年在上交所主板上市，曾是市值医药一哥，不过2月份被百济神州超越，恒瑞医药以“仿制+创新”为发展模式，产品主要集中在肿瘤、代谢和心血管疾病、免疫和呼吸系统疾病以及神经科学等领域。3）2022年至2024年，恒瑞医药收入分别为212.75亿、228.2亿以及279.85亿；利润分别为38.15亿、42.78亿以及63.37亿，2024年净利增长48%，不过一季度净利增长36%。还有就是，恒瑞医药海外收入为7.16亿元，占比仅有2.56%，国际化布局欠缺，这也是落后百济的地方。但恒瑞还有一个利好：2024年，恒瑞医药创新药收入占比首次超过仿制药，成为第一大收入来源，近期资本对创新药重新看好。4）公司本次发售2.2452亿股，超额配股权最多3368万股，届时最多发售2.582亿股，对应市值114亿港元。假设超额配股权悉数行使，基石占比38.6%，市场货源大约1.8亿股，但只有1000多万股是机构，其他均是国际配售的机构。同样是市场货源归边，可能炒作。5）恒瑞医药引入7名基石，同样有不少知名机构，知名国际投资机构GIC投资2.68亿美元，国际知名资管公司景顺投资投资0.75亿美元，瑞银投资0.6亿美元，中国顶级PE博裕资本投资0.4亿美元，中国顶级PE高瓴资本投资0.4亿美元，全球资管公司Millennium Capital投资0.3亿美元，知名PE橡树资本投资0.2亿美元。其中，博裕资本、橡树资本、高瓴资本也是宁德时代的基石。最后，本文不构成投资建议，仅做沟通交流，盈亏自负。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"600276":1,"01276":1,"GIC":1}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392842057064496,"gmtCreate":1736932388699,"gmtModify":1736933462602,"author":{"id":"3568334676318230","authorId":"3568334676318230","name":"小y小y","avatar":"https://static.tigerbbs.com/4859951879f3b532a0e70a6ffee03d61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568334676318230","authorIdStr":"3568334676318230"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392842057064496","repostId":"1132433353","repostType":2,"repost":{"id":"1132433353","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736931697,"share":"https://www.laohu8.com/m/news/1132433353?lang=zh_CN&edition=full","pubTime":"2025-01-15 17:01","market":"us","language":"zh","title":"盘前异动｜美股三大股指期货齐涨，量子计算、机器人概念股延续强势","url":"https://stock-news.laohu8.com/highlight/detail?id=1132433353","media":"老虎资讯综合","summary":"1月15日，美股三大股指期货齐涨，截止发稿，道指期货涨0.07%，纳指期货涨0.06%，标普500指数期货涨0.03%。","content":"<html><head></head><body><p>1月15日，美股三大股指期货齐涨，截止发稿，道指期货涨0.07%，纳指期货涨0.06%，标普500指数期货涨0.03%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cec20a474916dcd7608d995f4d58ed4\" title=\"\" tg-width=\"393\" tg-height=\"201\"/></p><p>量子计算概念股盘前延续涨势，<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>涨超12%，<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超10%，<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>、<a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>涨超8%，<a href=\"https://laohu8.com/S/IONQ\">IONQ</a>涨超6%；</p><p>机器人概念股盘前多数上涨，<a href=\"https://laohu8.com/S/RR\">Richtech Robotics</a>涨超12%，<a href=\"https://laohu8.com/S/KITT\">Nauticus Robotics</a>涨超8%；</p><p><a href=\"https://laohu8.com/S/KULR\">KULR Technology</a>盘前涨超5%，公司进军核能市场，为日本的核反应堆系统提供先进的碳纤维阴极应用；</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓概念股<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>盘前跌超4%，第二财季调整后净亏损同比扩大；</p><p><a href=\"https://laohu8.com/S/NTES\">网易</a>盘前涨超3%，新游表现亮眼，公司产品线储备丰富。</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>盘前异动｜美股三大股指期货齐涨，量子计算、机器人概念股延续强势</title>\n<style 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17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月15日，美股三大股指期货齐涨，截止发稿，道指期货涨0.07%，纳指期货涨0.06%，标普500指数期货涨0.03%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cec20a474916dcd7608d995f4d58ed4\" title=\"\" tg-width=\"393\" tg-height=\"201\"/></p><p>量子计算概念股盘前延续涨势，<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>涨超12%，<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超10%，<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>、<a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>涨超8%，<a href=\"https://laohu8.com/S/IONQ\">IONQ</a>涨超6%；</p><p>机器人概念股盘前多数上涨，<a href=\"https://laohu8.com/S/RR\">Richtech Robotics</a>涨超12%，<a href=\"https://laohu8.com/S/KITT\">Nauticus Robotics</a>涨超8%；</p><p><a href=\"https://laohu8.com/S/KULR\">KULR Technology</a>盘前涨超5%，公司进军核能市场，为日本的核反应堆系统提供先进的碳纤维阴极应用；</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓概念股<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>盘前跌超4%，第二财季调整后净亏损同比扩大；</p><p><a href=\"https://laohu8.com/S/NTES\">网易</a>盘前涨超3%，新游表现亮眼，公司产品线储备丰富。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"QBTS":"D-Wave Quantum Inc.","BK0089":"人工智能","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","KULR":"KULR Technology Group, Inc.","BK4547":"WSB热门概念","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK0073":"3D打印","BK0188":"融资融券","BK4588":"碎股","BK0028":"国家队","RR":"Richtech Robotics","BK0005":"高端装备制造","BK4551":"寇图资本持仓","APLD":"APPLIED DIGITAL CORP","BK0130":"工业4.0","BK4539":"次新股","BK0061":"机器人","BK4561":"索罗斯持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132433353","content_text":"1月15日，美股三大股指期货齐涨，截止发稿，道指期货涨0.07%，纳指期货涨0.06%，标普500指数期货涨0.03%。量子计算概念股盘前延续涨势，D-Wave Quantum涨超12%，Quantum Computing涨超10%，Rigetti Computing、SEALSQ Corp涨超8%，IONQ涨超6%；机器人概念股盘前多数上涨，Richtech Robotics涨超12%，Nauticus Robotics涨超8%；KULR Technology盘前涨超5%，公司进军核能市场，为日本的核反应堆系统提供先进的碳纤维阴极应用；英伟达持仓概念股Applied Digital盘前跌超4%，第二财季调整后净亏损同比扩大；网易盘前涨超3%，新游表现亮眼，公司产品线储备丰富。","news_type":1,"symbols_score_info":{"QBTS":1.1,"KULR":1.1,"RR":1.1,"APLD":1.1}},"isVote":1,"tweetType":1,"viewCount":1452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658929890,"gmtCreate":1682346945611,"gmtModify":1682347545885,"author":{"id":"3568334676318230","authorId":"3568334676318230","name":"小y小y","avatar":"https://static.tigerbbs.com/4859951879f3b532a0e70a6ffee03d61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568334676318230","authorIdStr":"3568334676318230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a><v-v 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