社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
美格智能(03268)
28.260
-1.320
-4.46%
行情数据延迟15分钟
社区
社区
资讯
资讯
资料
资料
公告
公告
最新
推荐
想吃澳龙
·
03-12 10:25
$美格智能(03268)$
啥意思 5个点?
$美格智能(03268)$ 啥意思 5个点?
回复
评论
点赞
1
编组 21备份 2
分享
举报
爱投资的小熊猫
·
03-11 08:55
美格智能,不设置绿鞋让港股通首日买有点不太好用了,只走了一个好开局
$美格智能(03268)$
(3月10日,03268.HK)发行价:28.86港元,首日开盘价29.04港元,较发行价涨0.62%,冲高至30.66港元(+6.24%),随后回落震荡,收盘价29.30港元,较发行价涨1.52%,总市值约86.95亿港元。A股(002881.SZ)收49.14元人民币,H股较A股折价约47%。美格智能首日小幅高开、冲高回落、微涨收盘,是A/H折价、成本压力、行业竞争等利空与港股通、基石背书、高景气赛道等利多博弈的结果。短期看,H股折价与成本压力仍存;中长期取决于AI/车载模组放量与毛利率修复。这个票中签率整体分配还是不错的,非常线性,毕竟打的人不多。图片1. 再看看美格智能(03268.HK)暗盘情况美格智能(03268.HK)辉立暗盘以29.50港元高开,立马冲到最高点31.00港元,又回落至最低点28.20港元后,再震荡上行,尾盘以28.80港元报收,跌幅为0.21%,振幅9.70%,成交2560万港元。美格智能(03268.HK)买盘席位有9583、9543、9688、0085等,卖盘第一席位是9966,0950和0945分别在卖盘第七和第八席位。看看美格智能(03268.HK)配售情况!美格智能(03268.HK)招股最终定价28.86元,11.62亿港元的募资,87.16亿港元的总市值,H股市值11.62亿港元,上市时流通市值7.03亿港元,发行比例13.33%。 图片图片图片配售情况:57965人认购,这次公配174.12倍,由于机制B分配,无回拨比率,国配有4.50倍,一手中签率5.00%,认购100手稳中1手,同时乙组932人申购,其中顶头槌申购61张,获配率0.40%-0.51%。图片图片图片美格智能(03268.HK)乙组官方披露的
美格智能,不设置绿鞋让港股通首日买有点不太好用了,只走了一个好开局
精彩
DaveLewis:
冇綠鞋真係悶到爆,郁都唔郁下!
回复
1
点赞
1
编组 21备份 2
分享
举报
海虹99
·
03-09
$美格智能(03268)$
A股大涨,你也不表现一下?
$美格智能(03268)$ A股大涨,你也不表现一下?
回复
1
点赞
4
编组 21备份 2
分享
举报
大自然的精灵
·
03-09
$美格智能(03268)$
真的服了,这么差
$美格智能(03268)$ 真的服了,这么差
精彩
狂龙:
以今天大盘情况,算很好了
回复
1
点赞
2
编组 21备份 2
分享
举报
随风扯淡秀
·
03-09
$美格智能(03268)$
各档位中签率公布!
$美格智能(03268)$ 各档位中签率公布!
回复
评论
点赞
1
编组 21备份 2
分享
举报
智通财经APP
·
03-09
新股暗盘 | 美格智能(03268)暗盘收涨0.14% 每手赚4港元
智通财经APP获悉,美格智能(03268)
$美格智能(03268)$
将于3月10日(星期二)在香港挂牌。截至收盘,利弗莫尔证券暗盘交易显示报价28.9港元,较招股价28.86港元上涨0.14%,每手100股,不计手续费,每手赚4港元。 0ef0d8cb4cf84b9cd7695ad13f4a4d7f.jpg
新股暗盘 | 美格智能(03268)暗盘收涨0.14% 每手赚4港元
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
读财报话新股
·
03-09
AH二婚港新的滑铁卢,这个指标成一票否决权!
今天是美格智能
$美格智能(03268)$
的暗盘 在A股美格智能大涨6个点的情况下,大家期盼的暗盘奇迹没有出现 两大暗盘分别微涨0.14%和1.8% 图片 对于打新的人来讲,这点损失跟昨天暗盘的两只相比,已经好很多了 但是咱从另一个方面来看,假设今天A股美格智能没有大涨6%,那今天暗盘美格H又是一番怎样的情景呢? 做任何事,无论打新也好创业也罢,咱都要防患于未然 今年还有蛮多AH新股要上来,而且,大伙会发现,现在AH新股的涨幅远不及之前(当然外围不太平也是一个重要的因素) 因此,你再跟以前一样说AH新股闭着眼去申购的话,大概率要亏翔了 今年1月份,有伙伴说AH新股今年没有破发,往后可以闭着眼打,财哥说这样做法很危险,下次文章当素材 图片 想不到,才不到2个月,这不就来了吗!!! 线性外推思维,无论在打新还是炒股中,都不可取! 比如去年9月份恒科创新高,大家都一窝蜂线性外推说恒指要3万点了,腾讯要突破800元了 结果呢? 现在叫人家恒科毒瘤了 AH新股年初不破发,不代表以后不破发,不代表以后就可以闭着眼睛打 最重要的是理解为何那段时间AH表现良好的原因 任何事抓底层逻辑就行 而AH新股的底层逻辑,就是财哥重复很多次的:折价率不重要,基石阵容才重要,而基石阵容好+折价率高才是王炸组合! 你会发现,不破发的AH新股,90%都是基石阵容的,同时,涨幅高的,通常都是基石阵容好+折价率高 在私蜜圈里,财哥定义三星半以上基石阵容才有申购的意义! 先说最近的方面案例:美格智能和今天大破发的埃斯顿 这两只基石阵容只有两星半,放弃申购 图片 久远一点的,经典如当时算是热门的AH新股:赛力斯基石阵容三星都不到 南华期货、中伟新材等破发的,基石阵容都很差 正面案例最近有兆威机电、沃尔核材、澜起科技、大族数控、兆易创
AH二婚港新的滑铁卢,这个指标成一票否决权!
精彩
MarsBloom:
基石陣容才是關鍵,打新別衝動!
回复
1
点赞
1
编组 21备份 2
分享
举报
港股解码
·
03-10 11:03
【IPO追踪】美格智能(03268.HK)上市表现平淡,估值太高?
3月9日,
$埃斯顿(02715)$
、
$兆威机电(02692)$
和
$优乐赛共享(02649)$
同日登陆港股市场,三只新股表现各异,兆威机电成为当日唯一守住发行价的企业。 3月10日,港股市场又迎来一只新股,来自A股市场的无线通信模组龙头厂商
$美格智能(03268)$
在港交所主板挂牌上市,其股价也缺乏上涨动力,截至发稿涨幅为0.90%,总市值接近88亿港元。
$美格智能(002881)$
A股股价表现平淡,截至发稿,报48.62元/股,跌幅为0.80%。 美格智能此次每股发行价为28.86港元(较3月9日A股49.00元收盘价折价48.2%),投行国证国际指出虽然相较A股折价率较高,但估值仍偏高,且近期市场较为动荡,市场情绪有所降温。 从招股认购情况来看,美格智能的市场认购表现同样平淡。其香港公开发售获得 174.12 倍认购,与近期港股市场不少新股数百倍甚至上千倍的认购热度形成较大差距。本次上市,宝月共赢、名幸电子香港、锐明电子和中兴等知名企业均以基石投资者身份参与了认购。 作为国内领先的无线通信模块及解决方案提供商,美格智能以智能模块(尤其是高算力智能模块)为核心业务,相关模块及解决方案广泛应用于泛物联网(IoT)、智能网联车(ICV)及无线宽带等多个领域。目前公司正积极布局新兴赛道,拓展机器人等端侧 AI 应用领域,挖掘新的业绩增长点。 从业务收入结构来
【IPO追踪】美格智能(03268.HK)上市表现平淡,估值太高?
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
四明逍遥阁
·
03-04
打新实盘|兆威机电 vs 美格智能 vs 埃斯顿 vs 优乐赛共享:市场情绪差,打新还敢参与吗?
我还是继续参与我看好的兆威机电,优乐赛那个纯当抽奖了。另外两个AH就算有月卡也懒得参与了,毕竟月卡省100,抽中可能得亏100+不划算。 这两天因为伊朗的事,浮盈回撤了一点,港美股只剩5%的收益了,A股在盈亏平衡线上。 这波油运玩得还是有点问题,时间是对的,24号就冲进去了,但是标的有点问题,选择了去美股玩,没选择在A股打板。 原油也是,美股的雪佛龙才涨了10%都不到,A股的打屁股中石油已经两连板了,同样是中海油,H股才涨了不到10%。 以后这种情绪驱动的还是得优先参与A股的机会。 市场情绪虽然差,但我还是会选择依然打新。除非港股IPO连续出现多个新股破发,我才会考虑谨慎一些,否则还是依然选择乐观点。
打新实盘|兆威机电 vs 美格智能 vs 埃斯顿 vs 优乐赛共享:市场情绪差,打新还敢参与吗?
精彩
FrankCollins:
打新就得坚持,机会来了别错过!
回复
2
点赞
6
编组 21备份 2
分享
举报
老猫打个新
·
03-10
优乐赛翻脸,埃斯顿暴跌,兆威、美格守线!
今天四家新股表现算是都出来了!有的是实实在在的大变脸,有的倒是很坚挺。 图片 【美格智能】 美格已经“算强的”了,暗盘发行价守门员,最高还有三个点多,有大家跑路的机会,总比埃斯顿、优乐赛好。 主要原因还是今天大A逆势大涨6%,回到27号招股时的水平: 图片 但美格仍是上限发行28.86,不像别家那么良心,目前的折价还是在48%的水平,相比一般公司算低空间够,但相比广和通的58%还是小巫见大巫了,位置不保稳。 【优乐赛】 变脸大王,暗盘开盘的翻倍到首日收盘的腰斩,冰火两重天,这就是为什么在策略中提点需要“暗盘开盘速走”。原因见上篇复盘:优乐赛暗盘速跑吃大肉,大家走了吗?精准避雷! 图片 对策略感兴趣可见加入星球! 【兆威机电】 兆威首日就没有暗盘近20个点的荣光了,今天大A就跌4个点,H首日就10个点封顶,正常的首日弱于暗盘的表现,毕竟外围拖累也不少。论走势,开盘最多10%的水平,盘中的1~6%的肉度也算是在我原本预期内了,如果要看这条支撑线,其对应的也就是当下三花的折价(42~43%),后续谁折多折少就看市场了! 图片 讲我个人二选一,肯定是更看三花,两家都是特斯拉Optimus核心供应商,但三花是独供而且进入大批量交付阶段,兆威则是其中一个player有不少竞争,刚过第四轮验证有望小批量供货。 交给市场吧,至少有肉吃不错了! 【埃斯顿】 亏的是暗盘的double,跌的少看!攒攒福气!
$优乐赛共享(02649)$
$埃斯顿(02715)$
$兆威机电(02692)$
优乐赛翻脸,埃斯顿暴跌,兆威、美格守线!
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
公司概况
公司名称
美格智能
所属市场
SEHK
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.meigsmart.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
美格智能技术股份有限公司是一家主要提供无线通信模组及解决方案的中国公司。该公司的无线通信模组产品组合包括智能模组和数传模组。智能模组具备片上系统(SoC)处理器和智能操作系统,分为高算力智能模组和常规智能模组。数传模组侧重数据传输、安全与高吞吐量的数据交换。该公司的模组及解决方案广泛应用于泛物联网(IoT)、智能网联车(ICV)及无线宽带领域。
02-27
股份发售
全球发售
全球发售
分时
5日
日
周
月
数据加载中...
最高
29.900
今开
29.260
量比
0.33
最低
27.660
昨收
29.580
换手率
10.07%
热议股票
{"pagemeta":{"title":"美格智能(03268)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供美格智能(03268)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"美格智能,03268,美格智能股票,美格智能股票老虎,美格智能股票老虎国际,美格智能行情,美格智能股票行情,美格智能股价,美格智能股市,美格智能股票价格,美格智能股票交易,美格智能股票购买,美格智能股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"美格智能(03268)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供美格智能(03268)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}},"tab":"community","symbol":"03268","data":{"stockData":{"symbol":"03268","market":"HK","secType":"STK","nameCN":"美格智能","latestPrice":28.26,"timestamp":1773302899047,"preClose":29.58,"halted":0,"volume":4054600,"delay":0,"changeRate":-0.044624746450304155,"floatShares":40250000,"shares":302000000,"eps":0.552305,"marketStatus":"未开盘","change":-1.32,"latestTime":"03-12 16:08:19","open":29.26,"high":29.9,"low":27.66,"amount":114853108,"amplitude":0.075727,"askPrice":28.26,"askSize":4700,"bidPrice":28.24,"bidSize":1300,"shortable":0,"etf":0,"ttmEps":0.571,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1773365400000},"marketStatusCode":0,"adr":0,"listingDate":1773072000000,"exchange":"SEHK","adjPreClose":29.58,"openAndCloseTimeList":[[1773279000000,1773288000000],[1773291600000,1773302400000]],"volumeRatio":0.3251939927379121,"lotSize":100,"spreadScale":0,"tradeCurrency":"HKD","astockBrief":{"symbol":"002881","market":"SZ","secType":"STK","nameCN":"美格智能","latestPrice":46.26,"timestamp":1773298800000,"preClose":48.26,"halted":0,"volume":10273800,"delay":0,"premium":"-46.28"}},"tweetData":{"bottom":false,"list":[{"cardType":"TWEET","cardId":"TWEET.541714491261112","cardData":[{"tweetId":"541714491261112","author":{"authorId":"4158140474874062","idStr":"4158140474874062","name":"想吃澳龙","avatar":"https://static.laohu8.com/default-avatar.jpg","userType":1,"introduction":"","crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://ttm.financial/S/03268\">$美格智能(03268)$</a> 啥意思 5个点?","plainDigest":"$美格智能(03268)$ 啥意思 5个点?","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773282305931,"gmtModify":1773282311409,"symbols":["03268"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":125,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/541714491261112","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":29,"displayRows":4,"foldSize":0,"authorId":"4158140474874062"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.541347727827096","cardData":[{"tweetId":"541347727827096","author":{"authorId":"3468677072884748","idStr":"3468677072884748","name":"爱投资的小熊猫","avatar":"https://static.tigerbbs.com/161807d4571cc1775f29fd24a2eaac9c","userType":1,"introduction":"","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5270,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"美格智能,不设置绿鞋让港股通首日买有点不太好用了,只走了一个好开局","digest":"<a href=\"https://laohu8.com/S/03268\">$美格智能(03268)$</a> (3月10日,03268.HK)发行价:28.86港元,首日开盘价29.04港元,较发行价涨0.62%,冲高至30.66港元(+6.24%),随后回落震荡,收盘价29.30港元,较发行价涨1.52%,总市值约86.95亿港元。A股(002881.SZ)收49.14元人民币,H股较A股折价约47%。美格智能首日小幅高开、冲高回落、微涨收盘,是A/H折价、成本压力、行业竞争等利空与港股通、基石背书、高景气赛道等利多博弈的结果。短期看,H股折价与成本压力仍存;中长期取决于AI/车载模组放量与毛利率修复。这个票中签率整体分配还是不错的,非常线性,毕竟打的人不多。图片1. 再看看美格智能(03268.HK)暗盘情况美格智能(03268.HK)辉立暗盘以29.50港元高开,立马冲到最高点31.00港元,又回落至最低点28.20港元后,再震荡上行,尾盘以28.80港元报收,跌幅为0.21%,振幅9.70%,成交2560万港元。美格智能(03268.HK)买盘席位有9583、9543、9688、0085等,卖盘第一席位是9966,0950和0945分别在卖盘第七和第八席位。看看美格智能(03268.HK)配售情况!美格智能(03268.HK)招股最终定价28.86元,11.62亿港元的募资,87.16亿港元的总市值,H股市值11.62亿港元,上市时流通市值7.03亿港元,发行比例13.33%。 图片图片图片配售情况:57965人认购,这次公配174.12倍,由于机制B分配,无回拨比率,国配有4.50倍,一手中签率5.00%,认购100手稳中1手,同时乙组932人申购,其中顶头槌申购61张,获配率0.40%-0.51%。图片图片图片美格智能(03268.HK)乙组官方披露的","plainDigest":"$美格智能(03268)$ (3月10日,03268.HK)发行价:28.86港元,首日开盘价29.04港元,较发行价涨0.62%,冲高至30.66港元(+6.24%),随后回落震荡,收盘价29.30港元,较发行价涨1.52%,总市值约86.95亿港元。A股(002881.SZ)收49.14元人民币,H股较A股折价约47%。美格智能首日小幅高开、冲高回落、微涨收盘,是A/H折价、成本压力、行业竞争等利空与港股通、基石背书、高景气赛道等利多博弈的结果。短期看,H股折价与成本压力仍存;中长期取决于AI/车载模组放量与毛利率修复。这个票中签率整体分配还是不错的,非常线性,毕竟打的人不多。图片1. 再看看美格智能(03268.HK)暗盘情况美格智能(03268.HK)辉立暗盘以29.50港元高开,立马冲到最高点31.00港元,又回落至最低点28.20港元后,再震荡上行,尾盘以28.80港元报收,跌幅为0.21%,振幅9.70%,成交2560万港元。美格智能(03268.HK)买盘席位有9583、9543、9688、0085等,卖盘第一席位是9966,0950和0945分别在卖盘第七和第八席位。看看美格智能(03268.HK)配售情况!美格智能(03268.HK)招股最终定价28.86元,11.62亿港元的募资,87.16亿港元的总市值,H股市值11.62亿港元,上市时流通市值7.03亿港元,发行比例13.33%。 图片图片图片配售情况:57965人认购,这次公配174.12倍,由于机制B分配,无回拨比率,国配有4.50倍,一手中签率5.00%,认购100手稳中1手,同时乙组932人申购,其中顶头槌申购61张,获配率0.40%-0.51%。图片图片图片美格智能(03268.HK)乙组官方披露的","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773190541909,"gmtModify":1773192605511,"symbols":["03268","002881"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":12,"images":[{"url":"https://static.tigerbbs.com/9a51a4be89ecc2fe8a7c8f65f72f08af"}],"repostCount":0,"viewCount":3286,"likeCount":1,"liked":false,"collected":false,"commentCount":1,"hotComments":[{"id":"541363446174072","author":{"authorId":"9000000000000636","idStr":"9000000000000636","name":"DaveLewis","avatar":"https://static.laohu8.com/default-avatar.jpg","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":5,"starInvestorFlag":false},"content":"冇綠鞋真係悶到爆,郁都唔郁下!","plainContent":"冇綠鞋真係悶到爆,郁都唔郁下!","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/541347727827096","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1873,"displayRows":4,"foldSize":0,"authorId":"3468677072884748"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.540780860072952","cardData":[{"tweetId":"540780860072952","author":{"authorId":"3576735227870515","idStr":"3576735227870515","name":"海虹99","avatar":"https://static.tigerbbs.com/87632149a3ce1812beef7ebdd66abb63","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/03268\">$美格智能(03268)$ </a> A股大涨,你也不表现一下?","plainDigest":"$美格智能(03268)$ A股大涨,你也不表现一下?","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773044645349,"gmtModify":1773044647429,"symbols":["03268","002881"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":373,"likeCount":4,"liked":false,"collected":false,"commentCount":1,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/540780860072952","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":40,"displayRows":4,"foldSize":0,"authorId":"3576735227870515"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.540785492832288","cardData":[{"tweetId":"540785492832288","author":{"authorId":"4195108732840250","idStr":"4195108732840250","name":"大自然的精灵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","userType":1,"introduction":"","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/03268\">$美格智能(03268)$ </a> 真的服了,这么差","plainDigest":"$美格智能(03268)$ 真的服了,这么差","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773045751242,"gmtModify":1773045900292,"symbols":["03268","002881"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":185,"likeCount":2,"liked":false,"collected":false,"commentCount":1,"hotComments":[{"id":"540822845977608","author":{"authorId":"3464147665993463","idStr":"3464147665993463","name":"狂龙","avatar":"https://static.tigerbbs.com/88bd3e4e5a4ae9b4758e5f72062cc4b9","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":1,"crmLevelSwitch":1,"fanSize":33,"starInvestorFlag":false},"content":"以今天大盘情况,算很好了","plainContent":"以今天大盘情况,算很好了","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/540785492832288","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":32,"displayRows":4,"foldSize":0,"authorId":"4195108732840250"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.540874956498472","cardData":[{"tweetId":"540874956498472","author":{"authorId":"3514027748006519","idStr":"3514027748006519","name":"随风扯淡秀","avatar":"https://static.tigerbbs.com/bf8f9f9ddb15267433ff6f83cad7b46b","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/03268\">$美格智能(03268)$</a> 各档位中签率公布!","plainDigest":"$美格智能(03268)$ 各档位中签率公布!","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773067682990,"gmtModify":1773067701988,"symbols":["03268","002881"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/d9f371099bd2992ed879cac359a8c2f5","width":"2238","height":"4248"}],"repostCount":0,"viewCount":98,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/540874956498472","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":34,"displayRows":4,"foldSize":0,"authorId":"3514027748006519"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.540852073104072","cardData":[{"tweetId":"540852073104072","author":{"authorId":"3513736945495657","idStr":"3513736945495657","name":"智通财经APP","avatar":"https://static.tigerbbs.com/16db7768af5d7e4361472f092e918510","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2333,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"新股暗盘 | 美格智能(03268)暗盘收涨0.14% 每手赚4港元","digest":"智通财经APP获悉,美格智能(03268) <a href=\"https://laohu8.com/S/03268\">$美格智能(03268)$</a> 将于3月10日(星期二)在香港挂牌。截至收盘,利弗莫尔证券暗盘交易显示报价28.9港元,较招股价28.86港元上涨0.14%,每手100股,不计手续费,每手赚4港元。 0ef0d8cb4cf84b9cd7695ad13f4a4d7f.jpg","plainDigest":"智通财经APP获悉,美格智能(03268) $美格智能(03268)$ 将于3月10日(星期二)在香港挂牌。截至收盘,利弗莫尔证券暗盘交易显示报价28.9港元,较招股价28.86港元上涨0.14%,每手100股,不计手续费,每手赚4港元。 0ef0d8cb4cf84b9cd7695ad13f4a4d7f.jpg","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773062024105,"gmtModify":1773062370487,"symbols":["03268","002881"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":2,"images":[{"url":"https://static.tigerbbs.com/8bae93191af5e8b89d35353ed7be772a","width":"1084","height":"2412"}],"repostCount":0,"viewCount":657,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/540852073104072","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":220,"displayRows":4,"foldSize":0,"authorId":"3513736945495657"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.540884055417960","cardData":[{"tweetId":"540884055417960","author":{"authorId":"4105541084439510","idStr":"4105541084439510","name":"读财报话新股","avatar":"https://static.tigerbbs.com/6288ae01d78c6eed1f7285bd84ab1c86","userType":1,"introduction":"","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3839,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"AH二婚港新的滑铁卢,这个指标成一票否决权!","digest":"今天是美格智能 <a href=\"https://laohu8.com/S/03268\">$美格智能(03268)$</a> 的暗盘 在A股美格智能大涨6个点的情况下,大家期盼的暗盘奇迹没有出现 两大暗盘分别微涨0.14%和1.8% 图片 对于打新的人来讲,这点损失跟昨天暗盘的两只相比,已经好很多了 但是咱从另一个方面来看,假设今天A股美格智能没有大涨6%,那今天暗盘美格H又是一番怎样的情景呢? 做任何事,无论打新也好创业也罢,咱都要防患于未然 今年还有蛮多AH新股要上来,而且,大伙会发现,现在AH新股的涨幅远不及之前(当然外围不太平也是一个重要的因素) 因此,你再跟以前一样说AH新股闭着眼去申购的话,大概率要亏翔了 今年1月份,有伙伴说AH新股今年没有破发,往后可以闭着眼打,财哥说这样做法很危险,下次文章当素材 图片 想不到,才不到2个月,这不就来了吗!!! 线性外推思维,无论在打新还是炒股中,都不可取! 比如去年9月份恒科创新高,大家都一窝蜂线性外推说恒指要3万点了,腾讯要突破800元了 结果呢? 现在叫人家恒科毒瘤了 AH新股年初不破发,不代表以后不破发,不代表以后就可以闭着眼睛打 最重要的是理解为何那段时间AH表现良好的原因 任何事抓底层逻辑就行 而AH新股的底层逻辑,就是财哥重复很多次的:折价率不重要,基石阵容才重要,而基石阵容好+折价率高才是王炸组合! 你会发现,不破发的AH新股,90%都是基石阵容的,同时,涨幅高的,通常都是基石阵容好+折价率高 在私蜜圈里,财哥定义三星半以上基石阵容才有申购的意义! 先说最近的方面案例:美格智能和今天大破发的埃斯顿 这两只基石阵容只有两星半,放弃申购 图片 久远一点的,经典如当时算是热门的AH新股:赛力斯基石阵容三星都不到 南华期货、中伟新材等破发的,基石阵容都很差 正面案例最近有兆威机电、沃尔核材、澜起科技、大族数控、兆易创","plainDigest":"今天是美格智能 $美格智能(03268)$ 的暗盘 在A股美格智能大涨6个点的情况下,大家期盼的暗盘奇迹没有出现 两大暗盘分别微涨0.14%和1.8% 图片 对于打新的人来讲,这点损失跟昨天暗盘的两只相比,已经好很多了 但是咱从另一个方面来看,假设今天A股美格智能没有大涨6%,那今天暗盘美格H又是一番怎样的情景呢? 做任何事,无论打新也好创业也罢,咱都要防患于未然 今年还有蛮多AH新股要上来,而且,大伙会发现,现在AH新股的涨幅远不及之前(当然外围不太平也是一个重要的因素) 因此,你再跟以前一样说AH新股闭着眼去申购的话,大概率要亏翔了 今年1月份,有伙伴说AH新股今年没有破发,往后可以闭着眼打,财哥说这样做法很危险,下次文章当素材 图片 想不到,才不到2个月,这不就来了吗!!! 线性外推思维,无论在打新还是炒股中,都不可取! 比如去年9月份恒科创新高,大家都一窝蜂线性外推说恒指要3万点了,腾讯要突破800元了 结果呢? 现在叫人家恒科毒瘤了 AH新股年初不破发,不代表以后不破发,不代表以后就可以闭着眼睛打 最重要的是理解为何那段时间AH表现良好的原因 任何事抓底层逻辑就行 而AH新股的底层逻辑,就是财哥重复很多次的:折价率不重要,基石阵容才重要,而基石阵容好+折价率高才是王炸组合! 你会发现,不破发的AH新股,90%都是基石阵容的,同时,涨幅高的,通常都是基石阵容好+折价率高 在私蜜圈里,财哥定义三星半以上基石阵容才有申购的意义! 先说最近的方面案例:美格智能和今天大破发的埃斯顿 这两只基石阵容只有两星半,放弃申购 图片 久远一点的,经典如当时算是热门的AH新股:赛力斯基石阵容三星都不到 南华期货、中伟新材等破发的,基石阵容都很差 正面案例最近有兆威机电、沃尔核材、澜起科技、大族数控、兆易创","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773069842989,"gmtModify":1773131139078,"symbols":["02649","02715","02692","03268","002747","002881","003021"],"themeIds":["bbff91dc17c14a06a84c8b103cf4e290"],"popularizeThemeFlag":false,"imageCount":3,"images":[{"url":"https://static.tigerbbs.com/3f38695ac8e209feb2d718fb138da9b9","width":"1080","height":"1173"},{"url":"https://static.tigerbbs.com/776c7dc87678d690c474e772ed0cce25","width":"1080","height":"1181"},{"url":"https://static.tigerbbs.com/f594cecada33193320e05409d6e0d9d3","width":"1080","height":"775"}],"repostCount":0,"viewCount":5148,"likeCount":1,"liked":false,"collected":false,"commentCount":1,"hotComments":[{"id":"541106425619696","author":{"authorId":"3479274763284018","idStr":"3479274763284018","name":"MarsBloom","avatar":"https://static.laohu8.com/picture91","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":56,"starInvestorFlag":false},"content":"基石陣容才是關鍵,打新別衝動!","plainContent":"基石陣容才是關鍵,打新別衝動!","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/540884055417960","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":1613,"displayRows":4,"foldSize":0,"authorId":"4105541084439510"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.541056065384576","cardData":[{"tweetId":"541056065384576","author":{"authorId":"3478560277044805","idStr":"3478560277044805","name":"港股解码","avatar":"https://static.tigerbbs.com/0ddf8b49991624b6c7a49b9c67324a01","userType":2,"introduction":"港股解码,香港财华社原创王牌专栏,金融名家齐聚。看完记得订阅、评论、点赞哦。","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3932,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"【IPO追踪】美格智能(03268.HK)上市表现平淡,估值太高?","digest":"3月9日, <a href=\"https://laohu8.com/S/02715\">$埃斯顿(02715)$</a> 、 <a href=\"https://laohu8.com/S/02692\">$兆威机电(02692)$</a> 和 <a href=\"https://laohu8.com/S/02649\">$优乐赛共享(02649)$</a> 同日登陆港股市场,三只新股表现各异,兆威机电成为当日唯一守住发行价的企业。 3月10日,港股市场又迎来一只新股,来自A股市场的无线通信模组龙头厂商<a href=\"https://laohu8.com/S/03268\">$美格智能(03268)$</a> 在港交所主板挂牌上市,其股价也缺乏上涨动力,截至发稿涨幅为0.90%,总市值接近88亿港元。 <a href=\"https://laohu8.com/S/002881\">$美格智能(002881)$</a> A股股价表现平淡,截至发稿,报48.62元/股,跌幅为0.80%。 美格智能此次每股发行价为28.86港元(较3月9日A股49.00元收盘价折价48.2%),投行国证国际指出虽然相较A股折价率较高,但估值仍偏高,且近期市场较为动荡,市场情绪有所降温。 从招股认购情况来看,美格智能的市场认购表现同样平淡。其香港公开发售获得 174.12 倍认购,与近期港股市场不少新股数百倍甚至上千倍的认购热度形成较大差距。本次上市,宝月共赢、名幸电子香港、锐明电子和中兴等知名企业均以基石投资者身份参与了认购。 作为国内领先的无线通信模块及解决方案提供商,美格智能以智能模块(尤其是高算力智能模块)为核心业务,相关模块及解决方案广泛应用于泛物联网(IoT)、智能网联车(ICV)及无线宽带等多个领域。目前公司正积极布局新兴赛道,拓展机器人等端侧 AI 应用领域,挖掘新的业绩增长点。 从业务收入结构来","plainDigest":"3月9日, $埃斯顿(02715)$ 、 $兆威机电(02692)$ 和 $优乐赛共享(02649)$ 同日登陆港股市场,三只新股表现各异,兆威机电成为当日唯一守住发行价的企业。 3月10日,港股市场又迎来一只新股,来自A股市场的无线通信模组龙头厂商$美格智能(03268)$ 在港交所主板挂牌上市,其股价也缺乏上涨动力,截至发稿涨幅为0.90%,总市值接近88亿港元。 $美格智能(002881)$ A股股价表现平淡,截至发稿,报48.62元/股,跌幅为0.80%。 美格智能此次每股发行价为28.86港元(较3月9日A股49.00元收盘价折价48.2%),投行国证国际指出虽然相较A股折价率较高,但估值仍偏高,且近期市场较为动荡,市场情绪有所降温。 从招股认购情况来看,美格智能的市场认购表现同样平淡。其香港公开发售获得 174.12 倍认购,与近期港股市场不少新股数百倍甚至上千倍的认购热度形成较大差距。本次上市,宝月共赢、名幸电子香港、锐明电子和中兴等知名企业均以基石投资者身份参与了认购。 作为国内领先的无线通信模块及解决方案提供商,美格智能以智能模块(尤其是高算力智能模块)为核心业务,相关模块及解决方案广泛应用于泛物联网(IoT)、智能网联车(ICV)及无线宽带等多个领域。目前公司正积极布局新兴赛道,拓展机器人等端侧 AI 应用领域,挖掘新的业绩增长点。 从业务收入结构来","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773111819076,"gmtModify":1773112140933,"symbols":["02715","02649","02692","002881","03268","002747","003021"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/4a511b42a25c998eddfdd07cfe2a134b","width":"612","height":"411"}],"repostCount":0,"viewCount":521,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/541056065384576","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1695,"displayRows":4,"foldSize":0,"authorId":"3478560277044805"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.538901704225208","cardData":[{"tweetId":"538901704225208","author":{"authorId":"4197508223625562","idStr":"4197508223625562","name":"四明逍遥阁","avatar":"https://static.tigerbbs.com/81ef7a6257454c52f693082654bda48e","userType":2,"introduction":"买在无人问津时,卖在人声鼎沸处。\n涉猎港美股IPO","userGiftHeadFrame":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","crmLevel":7,"crmLevelSwitch":1,"wearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.20","individualDisplayEnabled":0,"individualDisplaySort":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3(或有料帖>=10),且30天内发表过至少一篇精华帖(或4篇有料帖)并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.13","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1}],"fanSize":199,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"打新实盘|兆威机电 vs 美格智能 vs 埃斯顿 vs 优乐赛共享:市场情绪差,打新还敢参与吗?","digest":"我还是继续参与我看好的兆威机电,优乐赛那个纯当抽奖了。另外两个AH就算有月卡也懒得参与了,毕竟月卡省100,抽中可能得亏100+不划算。 这两天因为伊朗的事,浮盈回撤了一点,港美股只剩5%的收益了,A股在盈亏平衡线上。 这波油运玩得还是有点问题,时间是对的,24号就冲进去了,但是标的有点问题,选择了去美股玩,没选择在A股打板。 原油也是,美股的雪佛龙才涨了10%都不到,A股的打屁股中石油已经两连板了,同样是中海油,H股才涨了不到10%。 以后这种情绪驱动的还是得优先参与A股的机会。 市场情绪虽然差,但我还是会选择依然打新。除非港股IPO连续出现多个新股破发,我才会考虑谨慎一些,否则还是依然选择乐观点。","plainDigest":"我还是继续参与我看好的兆威机电,优乐赛那个纯当抽奖了。另外两个AH就算有月卡也懒得参与了,毕竟月卡省100,抽中可能得亏100+不划算。 这两天因为伊朗的事,浮盈回撤了一点,港美股只剩5%的收益了,A股在盈亏平衡线上。 这波油运玩得还是有点问题,时间是对的,24号就冲进去了,但是标的有点问题,选择了去美股玩,没选择在A股打板。 原油也是,美股的雪佛龙才涨了10%都不到,A股的打屁股中石油已经两连板了,同样是中海油,H股才涨了不到10%。 以后这种情绪驱动的还是得优先参与A股的机会。 市场情绪虽然差,但我还是会选择依然打新。除非港股IPO连续出现多个新股破发,我才会考虑谨慎一些,否则还是依然选择乐观点。","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1772582400000,"gmtModify":1772587797254,"symbols":["LU1064130708.USD","02649","02715","002747","03268","IE0034224299.USD","02692","002881","LU1064131003.USD","LU2148510915.USD","003021"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/90a41fb6e8b54929af875bf519789f42"}],"repostCount":0,"viewCount":13632,"likeCount":6,"liked":false,"collected":false,"commentCount":2,"hotComments":[{"id":"538906735285592","author":{"authorId":"9000000000000143","idStr":"9000000000000143","name":"FrankCollins","avatar":"https://static.tigerbbs.com/a281838218cd814d59c1e600e0b9f75f","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":6,"starInvestorFlag":false},"content":"打新就得坚持,机会来了别错过!","plainContent":"打新就得坚持,机会来了别错过!","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/538901704225208","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":545,"displayRows":4,"foldSize":0,"authorId":"4197508223625562"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.540904439882440","cardData":[{"tweetId":"540904439882440","author":{"authorId":"4226106262393242","idStr":"4226106262393242","name":"老猫打个新","avatar":"https://static.tigerbbs.com/2006dd32e58cb18a1c9d5583d589d7a5","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":229,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"优乐赛翻脸,埃斯顿暴跌,兆威、美格守线!","digest":"今天四家新股表现算是都出来了!有的是实实在在的大变脸,有的倒是很坚挺。 图片 【美格智能】 美格已经“算强的”了,暗盘发行价守门员,最高还有三个点多,有大家跑路的机会,总比埃斯顿、优乐赛好。 主要原因还是今天大A逆势大涨6%,回到27号招股时的水平: 图片 但美格仍是上限发行28.86,不像别家那么良心,目前的折价还是在48%的水平,相比一般公司算低空间够,但相比广和通的58%还是小巫见大巫了,位置不保稳。 【优乐赛】 变脸大王,暗盘开盘的翻倍到首日收盘的腰斩,冰火两重天,这就是为什么在策略中提点需要“暗盘开盘速走”。原因见上篇复盘:优乐赛暗盘速跑吃大肉,大家走了吗?精准避雷! 图片 对策略感兴趣可见加入星球! 【兆威机电】 兆威首日就没有暗盘近20个点的荣光了,今天大A就跌4个点,H首日就10个点封顶,正常的首日弱于暗盘的表现,毕竟外围拖累也不少。论走势,开盘最多10%的水平,盘中的1~6%的肉度也算是在我原本预期内了,如果要看这条支撑线,其对应的也就是当下三花的折价(42~43%),后续谁折多折少就看市场了! 图片 讲我个人二选一,肯定是更看三花,两家都是特斯拉Optimus核心供应商,但三花是独供而且进入大批量交付阶段,兆威则是其中一个player有不少竞争,刚过第四轮验证有望小批量供货。 交给市场吧,至少有肉吃不错了! 【埃斯顿】 亏的是暗盘的double,跌的少看!攒攒福气! <a href=\"https://laohu8.com/S/02649\">$优乐赛共享(02649)$</a> <a href=\"https://laohu8.com/S/02715\">$埃斯顿(02715)$</a> <a href=\"https://laohu8.com/S/02692\">$兆威机电(02692)$</a>","plainDigest":"今天四家新股表现算是都出来了!有的是实实在在的大变脸,有的倒是很坚挺。 图片 【美格智能】 美格已经“算强的”了,暗盘发行价守门员,最高还有三个点多,有大家跑路的机会,总比埃斯顿、优乐赛好。 主要原因还是今天大A逆势大涨6%,回到27号招股时的水平: 图片 但美格仍是上限发行28.86,不像别家那么良心,目前的折价还是在48%的水平,相比一般公司算低空间够,但相比广和通的58%还是小巫见大巫了,位置不保稳。 【优乐赛】 变脸大王,暗盘开盘的翻倍到首日收盘的腰斩,冰火两重天,这就是为什么在策略中提点需要“暗盘开盘速走”。原因见上篇复盘:优乐赛暗盘速跑吃大肉,大家走了吗?精准避雷! 图片 对策略感兴趣可见加入星球! 【兆威机电】 兆威首日就没有暗盘近20个点的荣光了,今天大A就跌4个点,H首日就10个点封顶,正常的首日弱于暗盘的表现,毕竟外围拖累也不少。论走势,开盘最多10%的水平,盘中的1~6%的肉度也算是在我原本预期内了,如果要看这条支撑线,其对应的也就是当下三花的折价(42~43%),后续谁折多折少就看市场了! 图片 讲我个人二选一,肯定是更看三花,两家都是特斯拉Optimus核心供应商,但三花是独供而且进入大批量交付阶段,兆威则是其中一个player有不少竞争,刚过第四轮验证有望小批量供货。 交给市场吧,至少有肉吃不错了! 【埃斯顿】 亏的是暗盘的double,跌的少看!攒攒福气! $优乐赛共享(02649)$ $埃斯顿(02715)$ $兆威机电(02692)$","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1773074808963,"gmtModify":1773075485461,"symbols":["02649","02715","02692","03268","002747","002881","003021"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":4,"images":[{"url":"https://static.tigerbbs.com/6c142de20d77b585e44db44ebc6f3a42","width":"313","height":"196"},{"url":"https://static.tigerbbs.com/a05f84327d60089ced5e44111cc983a9","width":"1080","height":"398"},{"url":"https://static.tigerbbs.com/5dc9f524038a2ab893d9f758349341bf","width":"1080","height":"356"}],"repostCount":0,"viewCount":961,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/540904439882440","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1121,"displayRows":4,"foldSize":0,"authorId":"4226106262393242"}],"position":0}],"size":10},"newsData":null,"noticeData":{"listData":[{"cdn_pdf":true,"hasAttachments":false,"id":"20771583","market":"hk","labels":[],"media":"港交所","original_id":"N.HKDgEXUeARca","pdf_url":"https://static.tigerbbs.com/1e1a846719594a21b7638d789cd1aec1","pub_time":1772144280000,"showTitleType":false,"size":0,"source":"hk_ex_notice","summary":"全球发售","symbol":"03268","title":"全球发售","titleType":"股份发售","type":"hkIPO","url":"https://www.hkexnews.hk/listedco/listconews/sehk/2026/0227/2026022700020_c.pdf","us_notice_code":"上市文件 - [发售以供认购]","us_title_en":"","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","type_name":"上市文件","type_name_en":"Listing Document","titleTypeEn":"Shares Subscription","event_type":"important_notice","event_name":"股份发售","pubTime":"2026-02-27 06:18","pubTimestamp":1772144280,"notice_type":"","filling_tag":"","gpt_icon":0}],"currentPage":1,"bottom":true},"companyData":{"profile":{"websiteUrl":"http://www.meigsmart.com","stockEarnings":[{"period":"1week","weight":-0.0208},{"period":"ytd","weight":-0.0208}],"compareEarnings":[{"period":"1week","weight":0.0156},{"period":"1month","weight":-0.0539},{"period":"3month","weight":-0.01},{"period":"6month","weight":-0.0254},{"period":"1year","weight":0.0897},{"period":"ytd","weight":0.0034}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"美格智能技术股份有限公司是一家主要提供无线通信模组及解决方案的中国公司。该公司的无线通信模组产品组合包括智能模组和数传模组。智能模组具备片上系统(SoC)处理器和智能操作系统,分为高算力智能模组和常规智能模组。数传模组侧重数据传输、安全与高吞吐量的数据交换。该公司的模组及解决方案广泛应用于泛物联网(IoT)、智能网联车(ICV)及无线宽带领域。","exchange":"SEHK","name":"美格智能","nameEN":"MEIG"},"aProfile":null}}}