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IP属地：黑龙江
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qxdf
qxdf
·
2025-04-02
$小米集团-W(01810)$
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qxdf
qxdf
·
2021-10-06
勿以涨喜！勿以跌悲！
港股体育用品股持续下挫，特步国际、李宁跌逾5%
10月6日，港股体育用品股持续下挫，特步国际、李宁跌超5%，安踏体育、361度跌超3%，滔搏跌超2%
港股体育用品股持续下挫，特步国际、李宁跌逾5%
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qxdf
qxdf
·
2021-10-04
感谢分享！
非常抱歉，此主贴已删除
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qxdf
qxdf
·
2021-10-04
都是资本利益驱动！
港股医药板块跌势扩大，抗疫概念股大跌
10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureV
港股医药板块跌势扩大，抗疫概念股大跌
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qxdf
qxdf
·
2021-10-04
都是资本利益驱动！
港股医药板块跌势扩大，抗疫概念股大跌
10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureV
港股医药板块跌势扩大，抗疫概念股大跌
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qxdf
qxdf
·
2021-10-03
学习了！感谢分享！
非常抱歉，此主贴已删除
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qxdf
qxdf
·
2021-09-13
未来可期！
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qxdf
qxdf
·
2021-09-01
恭喜！
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qxdf
qxdf
·
2021-08-21
物美价廉！好！
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qxdf
qxdf
·
2021-08-12
感谢分享！
芯片大佬中芯国际被调出沪股通指数 百亿私募持股名单曝光
今日，上交所公告称，根据指数规则，上交所与中证指数有限公司决定自2021年8月16日起将中芯国际调出上证沪股通指数样本。百亿私募持股曝光随着A股上市公司中报的陆续披露，私募机构二季度的持仓情况逐渐浮出水面。截止目前，私募机构共现身117家上市公司，其中华闻集团、沃尔核材和春光科技均获得5家私募持股。根据海康威视的中报来看，冯柳的持股数量保持不变，位列第四大股东。
芯片大佬中芯国际被调出沪股通指数 百亿私募持股名单曝光
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10:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月6日，港股体育用品股持续下挫，<a href=\"https://laohu8.com/S/01368\">特步国际</a>、<a href=\"https://laohu8.com/S/02331\">李宁</a>跌超5%，<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/01361\">361度</a>跌超3%，<a href=\"https://laohu8.com/S/06110\">滔搏</a>跌超2%</p>\n<p><img src=\"https://static.tigerbbs.com/f9b716b72e42cee8043dcbe3ed84e0ea\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"01368":"特步国际","02331":"李宁"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101244073","content_text":"10月6日，港股体育用品股持续下挫，特步国际、李宁跌超5%，安踏体育、361度跌超3%，滔搏跌超2%","news_type":1,"symbols_score_info":{"02331":0.9,"01368":0.9}},"isVote":1,"tweetType":1,"viewCount":6693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820916024,"gmtCreate":1633339419806,"gmtModify":1633339419806,"author":{"id":"3476171120963672","authorId":"3476171120963672","name":"qxdf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476171120963672","authorIdStr":"3476171120963672"},"themes":[],"title":"","htmlText":"感谢分享！","listText":"感谢分享！","text":"感谢分享！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820916024","repostId":"1126044283","repostType":4,"isVote":1,"tweetType":1,"viewCount":5174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820911492,"gmtCreate":1633339312386,"gmtModify":1633340105473,"author":{"id":"3476171120963672","authorId":"3476171120963672","name":"qxdf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476171120963672","authorIdStr":"3476171120963672"},"themes":[],"title":"","htmlText":"都是资本利益驱动！","listText":"都是资本利益驱动！","text":"都是资本利益驱动！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820911492","repostId":"1113920936","repostType":4,"repost":{"id":"1113920936","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":1633312050,"share":"https://www.laohu8.com/m/news/1113920936?lang=zh_CN&edition=full","pubTime":"2021-10-04 09:47","market":"hk","language":"zh","title":"港股医药板块跌势扩大，抗疫概念股大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1113920936","media":"老虎资讯综合","summary":"10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureV","content":"<p>10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近20%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物跌逾11%。<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。</p>\n<p>10月1日，美国<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。</p>","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>港股医药板块跌势扩大，抗疫概念股大跌</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{ 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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港股医药板块跌势扩大，抗疫概念股大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-04 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近20%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物跌逾11%。<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。</p>\n<p>10月1日，美国<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"159938":"医药","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113920936","content_text":"10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。\n10月1日，美国默沙东公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。","news_type":1,"symbols_score_info":{"159938":0.9,"09939":0.9}},"isVote":1,"tweetType":1,"viewCount":6175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820911889,"gmtCreate":1633339262768,"gmtModify":1633340102327,"author":{"id":"3476171120963672","authorId":"3476171120963672","name":"qxdf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476171120963672","authorIdStr":"3476171120963672"},"themes":[],"title":"","htmlText":"都是资本利益驱动！","listText":"都是资本利益驱动！","text":"都是资本利益驱动！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820911889","repostId":"1113920936","repostType":4,"repost":{"id":"1113920936","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":1633312050,"share":"https://www.laohu8.com/m/news/1113920936?lang=zh_CN&edition=full","pubTime":"2021-10-04 09:47","market":"hk","language":"zh","title":"港股医药板块跌势扩大，抗疫概念股大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1113920936","media":"老虎资讯综合","summary":"10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureV","content":"<p>10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近20%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物跌逾11%。<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。</p>\n<p>10月1日，美国<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。</p>","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\" 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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港股医药板块跌势扩大，抗疫概念股大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-04 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近20%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物跌逾11%。<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。</p>\n<p>10月1日，美国<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"159938":"医药","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113920936","content_text":"10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。\n10月1日，美国默沙东公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。","news_type":1,"symbols_score_info":{"159938":0.9,"09939":0.9}},"isVote":1,"tweetType":1,"viewCount":6737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867623988,"gmtCreate":1633256731305,"gmtModify":1633256731305,"author":{"id":"3476171120963672","authorId":"3476171120963672","name":"qxdf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476171120963672","authorIdStr":"3476171120963672"},"themes":[],"title":"","htmlText":"学习了！感谢分享！","listText":"学习了！感谢分享！","text":"学习了！感谢分享！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867623988","repostId":"1126044283","repostType":4,"isVote":1,"tweetType":1,"viewCount":5400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888272169,"gmtCreate":1631503322751,"gmtModify":1631503322751,"author":{"id":"3476171120963672","authorId":"3476171120963672","name":"qxdf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476171120963672","authorIdStr":"3476171120963672"},"themes":[],"title":"","htmlText":"未来可期！","listText":"未来可期！","text":"未来可期！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888272169","repostId":"2166370577","repostType":2,"isVote":1,"tweetType":1,"viewCount":5680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816198333,"gmtCreate":1630474803322,"gmtModify":1630474803322,"author":{"id":"3476171120963672","authorId":"3476171120963672","name":"qxdf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476171120963672","authorIdStr":"3476171120963672"},"themes":[],"title":"","htmlText":"恭喜！","listText":"恭喜！","text":"恭喜！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816198333","repostId":"2164867927","repostType":2,"isVote":1,"tweetType":1,"viewCount":5923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832997797,"gmtCreate":1629555559719,"gmtModify":1629555559719,"author":{"id":"3476171120963672","authorId":"3476171120963672","name":"qxdf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476171120963672","authorIdStr":"3476171120963672"},"themes":[],"title":"","htmlText":"物美价廉！好！","listText":"物美价廉！好！","text":"物美价廉！好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832997797","repostId":"2161674970","repostType":2,"isVote":1,"tweetType":1,"viewCount":5204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894097383,"gmtCreate":1628776938342,"gmtModify":1628776938342,"author":{"id":"3476171120963672","authorId":"3476171120963672","name":"qxdf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476171120963672","authorIdStr":"3476171120963672"},"themes":[],"title":"","htmlText":"感谢分享！","listText":"感谢分享！","text":"感谢分享！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894097383","repostId":"2158251854","repostType":2,"repost":{"id":"2158251854","kind":"news","pubTimestamp":1628764800,"share":"https://www.laohu8.com/m/news/2158251854?lang=zh_CN&edition=full","pubTime":"2021-08-12 18:40","market":"us","language":"zh","title":"芯片大佬中芯国际被调出沪股通指数 百亿私募持股名单曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2158251854","media":"数据宝","summary":"今日，上交所公告称，根据指数规则，上交所与中证指数有限公司决定自2021年8月16日起将中芯国际调出上证沪股通指数样本。百亿私募持股曝光随着A股上市公司中报的陆续披露，私募机构二季度的持仓情况逐渐浮出水面。截止目前，私募机构共现身117家上市公司，其中华闻集团、沃尔核材和春光科技均获得5家私募持股。根据海康威视的中报来看，冯柳的持股数量保持不变，位列第四大股东。","content":"<html><body><article><p>原标题：发生了什么？芯片大佬被调出沪股通指数！百亿私募持股名单曝光，青睐两大概念，周期股逆势上涨，北上资金埋伏这些股票</p><p>来源：数据宝</p><p>周期股逆市攀高，业绩股价双双飙涨。</p><p>今日，上交所公告称，根据指数规则，上交所与中证指数有限公司决定自2021年8月16日起将<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>调出上证沪股通指数样本。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210812184728811d154ce3zcg9pgr7\"/><p><a href=\"https://laohu8.com/S/688981\">中芯国际</a>是全球领先的集成电路晶圆代工企业之一，也是中国大陆技术最先进、规模最大、配套服务最完善、跨国经营的专业晶圆代工企业。公司股价今年年内累计上涨7.52%，最新股价62.09元/股，<span>总市值</span>4906.2亿元。</p><p>8月5日，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>发布港股二季度业绩报告，公司单季实现<span>营业收入</span>13.44亿美元，环比增长21.8%，归母<span>净利润</span>6.88亿美元，环比增长332.9%。公司将今年全年营收成长目标上调为增长约30%。此外，近日中芯国际在三季度业绩说明会上指出，三季度预计收入环比增加2-4%， 毛利率预计32-34%。全年毛利率预计30%左右，全年资本开支及折旧摊销不变。</p><p>百亿私募持股曝光</p><p>随着A股上市公司中报的陆续披露，私募机构二季度的持仓情况逐渐浮出水面。</p><p>截止目前，私募机构共现身117家上市公司，其中<a href=\"https://laohu8.com/S/000793\">华闻集团</a>、<a href=\"https://laohu8.com/S/002130\">沃尔核材</a>和<a href=\"https://laohu8.com/S/603657\">春光科技</a>均获得5家私募持股。分行业来看，私募机构持仓股主要集中在机械设备、电子和化工三大行业板块，分别有15、13和13家上市公司的前十大流通股东中出现私募机构身影。</p><p>从目前已经披露的上市公司中报情况来看，百亿私募比较关注高端制造板块和资源周期股。</p><p>二季度，高毅资产冯柳新进持仓了<a href=\"https://laohu8.com/S/688122\">西部超导</a>1500万股，持仓市值达9.73亿元，是目前公布的持仓中，冯柳的第二大重仓股。</p><p>西部超导是目前国内唯一的低温超导线材生产企业，是目前全球唯一的铌钛锭棒、超导线材、超导磁体的全流程生产企业。</p><p>根据半年报显示，上半年西部超导实现营业收入12.56亿元，同比增长31.76%，归母净利3.13亿元，同比增长136.36%。</p><p>近期，公司在接待机构调研时表示，高温合金业务下半年军品会多一些，预计全年有望盈亏平衡。如果锻造厂认证进展顺利，明年高温合金依然保持快速增长态势。公司规划新的募投项目有一个高温合金项目，公司预计2023年底到2024年会形成6000吨高温合金产能。</p><p>事实上，高毅资产对于高端制造板块的关注，从其2020年三季度大举买入<a href=\"https://laohu8.com/S/002415\">海康威视</a>就可以窥斑见豹，毕竟海康威视作为安防龙头，是高端制造企业的代表之一。根据海康威视的中报来看，冯柳的持股数量保持不变，位列第四大股东。</p><p>高瓴旗下的礼仁投资在二季度新进持有<a href=\"https://laohu8.com/S/300036\">超图软件</a>420万股，位列第九大股东。除此之外，<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>的前十大股东中，也出现了高瓴旗下礼仁投资的身影。</p><p>截止目前，还有三棵树、伊之密、沃尔核材、<a href=\"https://laohu8.com/S/300173\">福能东方</a>、司尔特、昊志机电、天山铝业、<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>、<a href=\"https://laohu8.com/S/601168\">西部矿业</a>和旭升股份这些上市公司获得百亿私募持股。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210812184731182d154942njnll10p\"/><p>周期股逆势上涨</p><p>北上资金埋伏这些股票</p><p>今日盘面上，钢铁、有色、煤炭、化工等周期板块逆势走强，业内人士分析，周期股再次走强，除了受行业高景气度带来的亮眼业绩利好因素外，机构的关注度也在增加。从目前的私募持股情况来看，多只上游资源股获得多家机构持股，这种青睐程度直接向下游蔓延。</p><p>根据证券时报·数据宝统计，A股中排除掉今年年内上市的次新股，涉及钢铁、有色、煤炭、化工行业有563只股票。这些股票的股价今年以来累计上涨40.79%，大幅跑赢大盘，超越WIND新能源汽车指数40.12%的涨幅。64股的股价今年年内实现翻倍，石大胜华、百川股份、<a href=\"https://laohu8.com/S/603938\">三孚股份</a>、<a href=\"https://laohu8.com/S/000683\">远兴能源</a>和盐湖股份的股价年内涨超3倍。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210812184732161d1540m5trf0k4fd\"/><p>截至目前，有95家上市公司发布半年报或快报，盈利的同时业绩实现增长的有83家，占比近9成。<a href=\"https://laohu8.com/S/600309\">万华化学</a>、<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>、<a href=\"https://laohu8.com/S/600989\">宝丰能源</a>、<a href=\"https://laohu8.com/S/000830\">鲁西化工</a>、<a href=\"https://laohu8.com/S/002648\">卫星石化</a>、<a href=\"https://laohu8.com/S/000983\">山西焦煤</a>、<a href=\"https://laohu8.com/S/000933\">神火股份</a>、西部矿业、<a href=\"https://laohu8.com/S/600256\">广汇能源</a>、远兴能源、<a href=\"https://laohu8.com/S/601568\">北元集团</a>、<a href=\"https://laohu8.com/S/600141\">兴发集团</a>和<a href=\"https://laohu8.com/S/601666\">平煤股份</a>的上半年归母净利润额超过10亿元；其中，万华化学以135.3亿元位居首位，公司上半年实现676.57亿元的营收，同比增长118.91%，归母净利润为135.3亿元，同比增长377.21%。在“碳达峰、碳中和”的稳步推进的当下，万华化学也在抓紧建设可降解塑料、三元正极材料、分离纯化材料等业务，未来前景十分值得期待。</p><p>从业绩增长幅度来看，<a href=\"https://laohu8.com/S/601678\">滨化股份</a>、<a href=\"https://laohu8.com/S/000949\">新乡化纤</a>、<a href=\"https://laohu8.com/S/603077\">和邦生物</a>、远兴能源、<a href=\"https://laohu8.com/S/000545\">金浦钛业</a>、<a href=\"https://laohu8.com/S/600367\">红星发展</a>和鲁西化工的上半年归母净利润同比增长超10倍。滨化股份的业绩增长幅度最大，上半年实现营收43.19亿元，同比增长58.75%，归母净利润9.75亿元，同比增长5492.42%；其中二季度单季实现营收22亿元，同比增长71%，环比增长3.8%，实现归母净利润4.8亿元，同比扭亏。</p><p>这些业绩绩优的周期股中，万华化学、紫金矿业、<a href=\"https://laohu8.com/S/600722\">金牛化工</a>、<a href=\"https://laohu8.com/S/002075\">沙钢股份</a>、<a href=\"https://laohu8.com/S/300905\">宝丽迪</a>、<a href=\"https://laohu8.com/S/300848\">美瑞新材</a>和<a href=\"https://laohu8.com/S/600299\">安迪苏</a>的最新股价较年内高点回调幅度超25%，后市存在一定的补涨空间。</p><p>按照8月以来北上资金区间净买入股数量和区间成交均价估算，有16股获得北上资金的净买入，按照净买入额从大到小排列，分别是鲁西化工、<a href=\"https://laohu8.com/S/603599\">广信股份</a>、万华化学、西藏珠峰、<a href=\"https://laohu8.com/S/300285\">国瓷材料</a>、和邦生物、<a href=\"https://laohu8.com/S/002318\">久立特材</a>、<a href=\"https://laohu8.com/S/601958\">金钼股份</a>、宝丰能源、山西焦煤、诚志股份、<a href=\"https://laohu8.com/S/600549\">厦门钨业</a>、<a href=\"https://laohu8.com/S/300891\">惠云钛业</a>、<a href=\"https://laohu8.com/S/300855\">图南股份</a>、<a href=\"https://laohu8.com/S/300398\">飞凯材料</a>和<a href=\"https://laohu8.com/S/002056\">横店东磁</a>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210812184733987d154f19ljdtpq6s\"/><p>责任编辑：冯体炜</p></article></body></html>","source":"tencent","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>芯片大佬中芯国际被调出沪股通指数 百亿私募持股名单曝光</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; 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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芯片大佬中芯国际被调出沪股通指数 百亿私募持股名单曝光\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 18:40 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210812184735788affd0&s=b><strong>数据宝</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：发生了什么？芯片大佬被调出沪股通指数！百亿私募持股名单曝光，青睐两大概念，周期股逆势上涨，北上资金埋伏这些股票来源：数据宝周期股逆市攀高，业绩股价双双飙涨。今日，上交所公告称，根据指数规则，上交所与中证指数有限公司决定自2021年8月16日起将中芯国际调出上证沪股通指数样本。中芯国际是全球领先的集成电路晶圆代工企业之一，也是中国大陆技术最先进、规模最大、配套服务最完善、跨国经营的专业晶圆...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210812184735788affd0&s=b\">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/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159813":"芯片","688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF","000159.SH":"沪股通"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210812184735788affd0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2158251854","content_text":"原标题：发生了什么？芯片大佬被调出沪股通指数！百亿私募持股名单曝光，青睐两大概念，周期股逆势上涨，北上资金埋伏这些股票来源：数据宝周期股逆市攀高，业绩股价双双飙涨。今日，上交所公告称，根据指数规则，上交所与中证指数有限公司决定自2021年8月16日起将中芯国际调出上证沪股通指数样本。中芯国际是全球领先的集成电路晶圆代工企业之一，也是中国大陆技术最先进、规模最大、配套服务最完善、跨国经营的专业晶圆代工企业。公司股价今年年内累计上涨7.52%，最新股价62.09元/股，总市值4906.2亿元。8月5日，中芯国际发布港股二季度业绩报告，公司单季实现营业收入13.44亿美元，环比增长21.8%，归母净利润6.88亿美元，环比增长332.9%。公司将今年全年营收成长目标上调为增长约30%。此外，近日中芯国际在三季度业绩说明会上指出，三季度预计收入环比增加2-4%， 毛利率预计32-34%。全年毛利率预计30%左右，全年资本开支及折旧摊销不变。百亿私募持股曝光随着A股上市公司中报的陆续披露，私募机构二季度的持仓情况逐渐浮出水面。截止目前，私募机构共现身117家上市公司，其中华闻集团、沃尔核材和春光科技均获得5家私募持股。分行业来看，私募机构持仓股主要集中在机械设备、电子和化工三大行业板块，分别有15、13和13家上市公司的前十大流通股东中出现私募机构身影。从目前已经披露的上市公司中报情况来看，百亿私募比较关注高端制造板块和资源周期股。二季度，高毅资产冯柳新进持仓了西部超导1500万股，持仓市值达9.73亿元，是目前公布的持仓中，冯柳的第二大重仓股。西部超导是目前国内唯一的低温超导线材生产企业，是目前全球唯一的铌钛锭棒、超导线材、超导磁体的全流程生产企业。根据半年报显示，上半年西部超导实现营业收入12.56亿元，同比增长31.76%，归母净利3.13亿元，同比增长136.36%。近期，公司在接待机构调研时表示，高温合金业务下半年军品会多一些，预计全年有望盈亏平衡。如果锻造厂认证进展顺利，明年高温合金依然保持快速增长态势。公司规划新的募投项目有一个高温合金项目，公司预计2023年底到2024年会形成6000吨高温合金产能。事实上，高毅资产对于高端制造板块的关注，从其2020年三季度大举买入海康威视就可以窥斑见豹，毕竟海康威视作为安防龙头，是高端制造企业的代表之一。根据海康威视的中报来看，冯柳的持股数量保持不变，位列第四大股东。高瓴旗下的礼仁投资在二季度新进持有超图软件420万股，位列第九大股东。除此之外，恩捷股份的前十大股东中，也出现了高瓴旗下礼仁投资的身影。截止目前，还有三棵树、伊之密、沃尔核材、福能东方、司尔特、昊志机电、天山铝业、紫金矿业、西部矿业和旭升股份这些上市公司获得百亿私募持股。周期股逆势上涨北上资金埋伏这些股票今日盘面上，钢铁、有色、煤炭、化工等周期板块逆势走强，业内人士分析，周期股再次走强，除了受行业高景气度带来的亮眼业绩利好因素外，机构的关注度也在增加。从目前的私募持股情况来看，多只上游资源股获得多家机构持股，这种青睐程度直接向下游蔓延。根据证券时报·数据宝统计，A股中排除掉今年年内上市的次新股，涉及钢铁、有色、煤炭、化工行业有563只股票。这些股票的股价今年以来累计上涨40.79%，大幅跑赢大盘，超越WIND新能源汽车指数40.12%的涨幅。64股的股价今年年内实现翻倍，石大胜华、百川股份、三孚股份、远兴能源和盐湖股份的股价年内涨超3倍。截至目前，有95家上市公司发布半年报或快报，盈利的同时业绩实现增长的有83家，占比近9成。万华化学、紫金矿业、宝丰能源、鲁西化工、卫星石化、山西焦煤、神火股份、西部矿业、广汇能源、远兴能源、北元集团、兴发集团和平煤股份的上半年归母净利润额超过10亿元；其中，万华化学以135.3亿元位居首位，公司上半年实现676.57亿元的营收，同比增长118.91%，归母净利润为135.3亿元，同比增长377.21%。在“碳达峰、碳中和”的稳步推进的当下，万华化学也在抓紧建设可降解塑料、三元正极材料、分离纯化材料等业务，未来前景十分值得期待。从业绩增长幅度来看，滨化股份、新乡化纤、和邦生物、远兴能源、金浦钛业、红星发展和鲁西化工的上半年归母净利润同比增长超10倍。滨化股份的业绩增长幅度最大，上半年实现营收43.19亿元，同比增长58.75%，归母净利润9.75亿元，同比增长5492.42%；其中二季度单季实现营收22亿元，同比增长71%，环比增长3.8%，实现归母净利润4.8亿元，同比扭亏。这些业绩绩优的周期股中，万华化学、紫金矿业、金牛化工、沙钢股份、宝丽迪、美瑞新材和安迪苏的最新股价较年内高点回调幅度超25%，后市存在一定的补涨空间。按照8月以来北上资金区间净买入股数量和区间成交均价估算，有16股获得北上资金的净买入，按照净买入额从大到小排列，分别是鲁西化工、广信股份、万华化学、西藏珠峰、国瓷材料、和邦生物、久立特材、金钼股份、宝丰能源、山西焦煤、诚志股份、厦门钨业、惠云钛业、图南股份、飞凯材料和横店东磁。责任编辑：冯体炜","news_type":1,"symbols_score_info":{"48656":0.6,"159813":1,"688981":1,"SMI":1,"00981":1,"000159.SH":1}},"isVote":1,"tweetType":1,"viewCount":6458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}