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XI二南方恒科(07552)
1.642
+0.060
+3.79%
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价值投资为王
·
04-09
恒生科技指数已自10月高点回落26%,该指数的远期市盈率降至约19倍。这一水平大致与2023年1月中国在新冠疫情后全面重启以来的平均远期市盈率相当,但仍明显高于去年约14倍的低点。
$南方恒生科技(03033)$
$安硕恒生科技(03067)$
$南方两倍做多恒科(07226)$
$恒生科技ETF(03032)$
$XI二南方恒科(07552)$
恒生科技指数已自10月高点回落26%,该指数的远期市盈率降至约19倍。这一水平大致与2023年1月中国在新冠疫情后全面重启以来的平均远期市盈率相当,但仍明...
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WalterBurns:
市盈率19倍了,不算贵吧?
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郭二侠说财
·
03-02
两倍做多恒生科技ETF(07226),现在规模是129亿,环比上周一137亿,减少8亿港元。 两倍做空恒生科技ETF(07552),现在规模是34.3亿,环比上周一32亿,减少2.3亿港元。 恒生科技指数现在是5000点,环比上周一5390点,下跌390点。 过去一周恒生科技指数表现拉胯,看K线图,被几根均线压着往下走,抛压不小,MACD绿柱还在放大,跌势没刹住车。 这周得格外留神,美以联军轰炸伊朗这事儿是个大变量。地缘风险一升温,外资容易跑,港股情绪肯定受影响,科技股波动更大。恒生科技指数大概率会继续承压,先看能不能守住今天4966的低点吧。
$XI二南方恒科(07552)$
$南方两倍做多恒科(07226)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是129亿,环比上周一137亿,减少8亿港元。 两倍做空恒生科技ETF(07552),现在规模是34.3亿,...
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gdudhfjjfjzh:
均值回归,没有只跌不涨的资产
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1
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郭二侠说财
·
02-23
两倍做多恒生科技ETF(07226),现在规模是137亿,环比上周一133.9亿,增加3.1亿港元。 两倍做空恒生科技ETF(07552),现在规模是32亿,环比上周一38.3亿,减少6.3亿港元。 恒生科技指数现在是5390点,环比上周一5420点,下跌30点。 今天恒生科技指数放量收出大阳线(+3.34%),强势突破近期低点盘整区间,并站上MA5与MA10短期均线,显示短期下跌动能衰竭,多头反击力度强劲。 本周预计指数将依托此阳线惯性上冲,首要挑战MA20均线(约5535点)附近阻力。若量能持续配合,有望延续反弹;但需注意,上方中期均线(MA30、MA60)汇聚于5600点一带,将构成强阻力区域,冲高后可能出现震荡整理。整体短期趋势转强,但上行空间取决于量价配合与市场情绪。
$南方两倍做多恒科(07226)$
$XI二南方恒科(07552)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是137亿,环比上周一133.9亿,增加3.1亿港元。 两倍做空恒生科技ETF(07552),现在规模是32...
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郭二侠说财
·
02-09
两倍做多恒生科技ETF(07226),现在规模是133.9亿,环比上周一129.3亿,增加4.6亿港元。 两倍做空恒生科技ETF(07552),现在规模是38.3亿,环比上周一43.3亿,减少5亿港元。 恒生科技指数现在是5420点,环比上周一5800点,下跌380点。 上周恒生科技指数表现低迷,全周累计重挫6.5%。此前热门的AI、芯片等科技板块集体回调,拖累指数一路下行,整体处于加速探底的阶段。 本周指数迎来“开门红”,周一收涨1.34%,重回5400点上方。目前恒科指估值已跌至近5年低位,在南向资金“越跌越买”的加持下,本周有望走出估值修复行情。
$南方两倍做多恒科(07226)$
$XI二南方恒科(07552)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是133.9亿,环比上周一129.3亿,增加4.6亿港元。 两倍做空恒生科技ETF(07552),现在规模是...
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郭二侠说财
·
01-26
两倍做多恒生科技ETF(07226),现在规模是129.3亿,环比上周一126.9亿,增加2.4亿港元。 两倍做空恒生科技ETF(07552),现在规模是43.3亿,环比上周一45.3亿,减少2亿港元。 恒生科技指数现在是5800点,环比上周一5750点,上涨50点。 上周恒生科技指数走出“先抑后扬”态势,全周累计微跌0.42%,最终收报5798点。尽管周初受压跌超1%,但周五凭借阿里巴巴(涨近4%)等权重股的强劲反弹,收复了大部分失地。 展望本周,指数预计维持窄幅震荡,缺乏明确的单边方向。市场虽看好AI及业绩期个股机会,但需警惕外围债息走高对资金的持续分流压力。
$南方两倍做多恒科(07226)$
$XI二南方恒科(07552)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是129.3亿,环比上周一126.9亿,增加2.4亿港元。 两倍做空恒生科技ETF(07552),现在规模是...
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郭二侠说财
·
01-19
两倍做多恒生科技ETF(07226),现在规模是126.9亿,环比上周一120.4亿,增加6.5亿港元。 两倍做空恒生科技ETF(07552),现在规模是45.3亿,环比上周一44亿,增加1.3亿港元。 恒生科技指数现在是5750点,环比上周一5810点,下跌60点。 上周恒科指本来走得挺顺,靠着AI热度和人民币升值硬是涨了两个多点。结果临了出了个幺蛾子,携程因反垄断被查直接闪崩20%,这一下把大家刚燃起来的热情浇了盆冷水。 这周估计不好过,携程这事儿肯定有余震,搞得市场人心惶惶怕对互联网平台的监管又收紧了。尽管大环境中的"春季躁动"行情仍在延续,但短期市场情绪势必会受到冲击,恒科指大概率将经历震荡回调以消化恐慌情绪,并借此机会调整筹码结构,为下一轮上涨行情做好准备。
$南方两倍做多恒科(07226)$
$XI二南方恒科(07552)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是126.9亿,环比上周一120.4亿,增加6.5亿港元。 两倍做空恒生科技ETF(07552),现在规模是...
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郭二侠说财
·
01-12
两倍做多恒生科技ETF(07226),现在规模是120.4亿,环比上周一129.4亿,减少9亿港元。 两倍做空恒生科技ETF(07552),现在规模是44亿,环比上周一38.8亿,增加5.2亿港元。 恒生科技指数现在是5810点,环比上周一5740点,上涨70点。 上周恒生科技指数算是“歇了口气”,在连涨之后出现了整固,周线最后是收跌的。这主要还是因为前阵子涨势挺猛,不少人选择落袋为安,市场在震荡中消化获利盘并寻找支撑点位。这种回调在行情里其实挺常见,就是一个正常的蓄势过程。 到了这周一(1月12日),市场明显又精神起来了,早盘拉升超过2%,美团涨了7%多,快手也表现不错。特别是AI应用这块儿成了领头羊,带动了整个科技板块的情绪修复。看现在的势头,这周有望继续这种回暖走势,大家对科技龙头的信心正在慢慢找回来。
$南方两倍做多恒科(07226)$
$XI二南方恒科(07552)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是120.4亿,环比上周一129.4亿,减少9亿港元。 两倍做空恒生科技ETF(07552),现在规模是44...
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郭二侠说财
·
01-05
两倍做多恒生科技ETF(07226),现在规模是129.4亿,环比上周一119.3亿,大幅增加10.1亿港元。 两倍做空恒生科技ETF(07552),现在规模是38.8亿,环比上周一42.5亿,减少3.7亿港元。 恒生科技指数现在是5740点,环比上周一5590点,上涨150点。 上周恒生科技累计上涨4.3%,算是给2026年开了个好头。这一波最大的功臣其实是汇率,人民币强势破了7.0大关,直接把外资回流的信号打满了。汇率一升,人民币资产的性价比就出来了,港股反应自然最快。 本周我觉得只要人民币汇率能稳住甚至继续升值,资金流入的逻辑就还在,行情大概率还能接着奏乐接着舞。现在的策略就是拿住AI和硬科技这些高弹性筹码,别轻易下车,这波跨年攻势估计还没走完。
$南方两倍做多恒科(07226)$
$XI二南方恒科(07552)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是129.4亿,环比上周一119.3亿,大幅增加10.1亿港元。 两倍做空恒生科技ETF(07552),现在...
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2
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郭二侠说财
·
2025-12-29
两倍做多恒生科技ETF(07226),现在规模是119.3亿,环比上周一119亿,略微增加0.3亿港元。 两倍做空恒生科技ETF(07552),现在规模是42.5亿,环比上周一43.2亿,略微减少0.7亿港元。 恒生科技指数现在是5590点,环比上周一5550点,上涨40点。 上周,恒生科技指数整体表现积极,在29日单日上涨1.60%。市场活跃点主要集中在半导体和汽车板块。 本周,人民币持续升值的趋势是市场关注的核心变量。这一因素有望提升人民币资产吸引力,从而吸引资金流入,对以科技股为主的恒生科技指数构成利好。 紧盯汇率,人民币若能站稳7.0上方,将进一步打开恒科的上行空间,指数有望向上挑战5700点至5800点阻力区间。
$南方两倍做多恒科(07226)$
$XI二南方恒科(07552)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是119.3亿,环比上周一119亿,略微增加0.3亿港元。 两倍做空恒生科技ETF(07552),现在规模是...
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郭二侠说财
·
2025-12-22
两倍做多恒生科技ETF(07226),现在规模是119亿,环比上周一119.9亿,略微减少0.9亿港元。 两倍做空恒生科技ETF(07552),现在规模是43.2亿,环比上周一43.1亿,略微增加0.1亿港元。 恒生科技指数现在是5550点,环比上周一5690点,下跌140点。 尽管上周恒科指持续调整,但资金通过ETF渠道逆势流入,展现出"越跌越买"的态势,科技企业的回购行为也为市场注入了信心。 预计未来一周市场将延续震荡格局。从技术面分析,指数在近期下跌后显现出一定的企稳迹象,然而反弹动能是否充沛仍需观察成交量是否放大。
$南方两倍做多恒科(07226)$
$XI二南方恒科(07552)$
$恒生科技指数(HSTECH)$
两倍做多恒生科技ETF(07226),现在规模是119亿,环比上周一119.9亿,略微减少0.9亿港元。 两倍做空恒生科技ETF(07552),现在规模是...
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最高
1.658
今开
1.614
量比
0.82
最低
1.614
昨收
1.582
换手率
6.04%
热议股票
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