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恒生科技指数(HSTECH)
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+38.470
+0.66%
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小虎AV
·
01-14 19:10
DeepSeek炒作热情重启!恒生科技,能否复制25年Q1行情?
Wired资深编辑Steven Levy接受采访,解读DeepSeek最新AI模型与AI竞赛现状:和25年Q1相似,现在市场又开始炒AI应用,
$阿里巴巴-W(09988)$
本周三个交易日股价累涨超15%,恒科经过25年Q4一个季度的调整,不知道今年Q1能否企稳上涨。(去年Q1恒科指累计涨幅约20%)据悉DeepSeek计划于2月中旬发布下一代AI模型V4,目前市场炒作热情已经开启。大家觉得现在是入手机会吗?中国资产,还有多大上涨空间?评论区分享你的观点,一起赢取虎币奖励!
$恒生科技指数(HSTECH)$
DeepSeek炒作热情重启!恒生科技,能否复制25年Q1行情?
# DeepSeek炒作再起!阿里涨势能否持续?
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effortless:
当前DeepSeek V4相关资产已处炒作上半场、波动加大,宜轻仓试错、聚焦算力/应用核心标的;中国资产2026年整体有10%-15%上涨空间,AI是结构性主线。
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乔恩广
·
01-14 17:12
$恒生科技指数(HSTECH)$
恒科中午1点多也睡着大A跳水,属实情绪用心去了,看下来两融比例提升影响不大,应该低点加仓的,mark一下
$恒生科技指数(HSTECH)$ 恒科中午1点多也睡着大A跳水,属实情绪用心去了,看下来两融比例提升影响不大,应该低点加仓的,mark一下
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狮子做趋势交易
·
01-14 13:49
金牌
吃个午饭,立马变脸。 中午的这个监管警示传闻,换一个说法,可以叫做“金牌”。 什么金牌,不是奥运金牌,而是把岳飞从抗金前线叫回来的12道金牌的那个金牌。 大A历史上也有过12道金牌,08和15年疯牛后期也有过很多道金牌。 我认为今天的这个金牌,应该是这轮牛市的第一道金牌。 一道金牌发到岳飞军中时,岳飞没有理睬,一直到收到第12道金牌。 牛市中,第一道金牌是也挡不住牛市步伐的,但是已经开始提示了。 所以这次一定不会是疯牛,也许这样能最终走得更远。
$恒生科技指数(HSTECH)$
$上证指数(000001.SH)$
$科创50(000688.SH)$
金牌
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狮子做趋势交易
·
01-14 10:56
大A指数走得有意思,很强。 昨天大跌把前天的涨幅全部吃掉,而且放天量,基本都认为是要休整一下了。 没想今天才一个小时不到,就把昨天的阴线又一口吃掉。看样子还要放量。 这是都在疯狂抢筹啊,跌一点就有人抢进去。 我也抢了一点,昨天下跌的时候,还是科创50。运气还行。 大A这架势,年前像是要去往4500了。
$上证指数(000001.SH)$
$科创50ETF东财(589850)$
$恒生科技指数(HSTECH)$
大A指数走得有意思,很强。 昨天大跌把前天的涨幅全部吃掉,而且放天量,基本都认为是要休整一下了。 没想今天才一个小时不到,就把昨天的阴线又一口吃掉。看样子...
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交易员Owen
·
01-13 12:30
最近一个月的期货收益确实没有港A股来的给力,所以我都没啥劲头分享期货方面的策略了,白银和黄金也已经到了看高不追高的风险领域,目前性价比最高的的资金去处可能还得是A股的有色板块。特别是港股科技股板块,恒生科技指数可能就要开启加速反弹走势了,就看100天线(下图蓝线)是否能够突破并站稳:
$恒生指数(HSI)$
$A50指数主连 2601(CNmain)$
$SP500指数主连 2603(ESmain)$
$NQ100指数主连 2603(NQmain)$
$道琼斯指数主连 2603(YMmain)$
$恒生科技指数主连 2601(HTImain)$
$上证指数(000001.SH)$
$恒生指数主连 2601(HSImain)$
最近一个月的期货收益确实没有港A股来的给力,所以我都没啥劲头分享期货方面的策略了,白银和黄金也已经到了看高不追高的风险领域,目前性价比最高的的资金去处可能...
# AI+全线爆发!港A市场继续看涨?
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catielover:
恒科反弹加速在即,有色板块真香!
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牛老板
·
01-13 20:20
$恒生科技指数主连 2601(HTImain)$
看看你妈这边,连续多日上涨,你个软蛋
$恒生科技指数主连 2601(HTImain)$ 看看你妈这边,连续多日上涨,你个软蛋
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牛老板
·
01-13 20:16
$恒生科技指数主连 2601(HTImain)$
没用的玩意,丢人
$恒生科技指数主连 2601(HTImain)$ 没用的玩意,丢人
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Mediator
·
01-13 09:52
$恒生科技指数主连 2601(HTImain)$
下去吧,戏真多,一个反内卷公告也能涨,反多少次了,有用吗?靠拉阿里美团拉起来的指数,怎么上去怎么下来。 可能会有过年行情,但不是现在,原因和时间都对不上。
$恒生科技指数主连 2601(HTImain)$ 下去吧,戏真多,一个反内卷公告也能涨,反多少次了,有用吗?靠拉阿里美团拉起来的指数,怎么上去怎么下来。 ...
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疯狂皮皮虾
·
01-12 20:43
$恒生科技指数(HSTECH)$
人民币升值,港币又是联席汇率制的情况下,港股吸引力降低,资金回流A股;除非A股整体高估或者汇率回到7以上,也许就是恒生科技再次崛起之时。
$恒生科技指数(HSTECH)$ 人民币升值,港币又是联席汇率制的情况下,港股吸引力降低,资金回流A股;除非A股整体高估或者汇率回到7以上,也许就是恒生科...
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Leaf.
·
01-12 11:36
行情大涨UPUP
UPUP
$恒生指数(HSI)$
$国企指数(HSCEI)$
$恒生科技指数(HSTECH)$
$恒指 260116 26000 CALL$
$沪深300(000300)$
行情大涨UPUP
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郭二侠说财
·
01-12 13:01
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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思水笔记
·
01-08
$恒生科技指数(HSTECH)$
$天数智芯(09903)$
整体上看,港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元,年初以来资金面的活跃态势并未改变。
$恒生科技指数(HSTECH)$ $天数智芯(09903)$ 整体上看,港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元,年初以来资金...
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o0缄默0o
·
01-08
$天数智芯(09903)$
$恒生科技指数(HSTECH)$
大盘调整压制风险偏好,AI 板块整体承压,资金向硬科技赛道集中
$天数智芯(09903)$ $恒生科技指数(HSTECH)$ 大盘调整压制风险偏好,AI 板块整体承压,资金向硬科技赛道集中
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小虎老师
·
01-12 13:37
周报:美股小盘股新高,贵金属持续闪耀,财报季开启,2026年Q1盈利预期强劲
上周回顾1. 美国市场——美股开年强势上周美国主要股指均上涨约2.0%。
$标普500(.SPX)$
与
$道琼斯(.DJI)$
超过两周前创下的历史高点,
$纳斯达克(.IXIC)$
距离两个月前的历史峰值仅差1.2%。 小盘股上涨:
$罗素2000指数ETF(IWM)$
上涨4.6%,过去六周累计上涨近14%,创历史新高,表现优于大盘股。 金属市场闪耀:贵金属价格回升并延续涨势。黄金交易价超过每盎司4,520美元,白银首次突破每盎司80美元。 股息收益增加:标普500指数净股息在2025年第四季度跃升至131亿美元,高于第三季度的106亿美元,预计2026年第一季度将在创纪录的盈利和销售推动下仍将活跃。 就业下滑:12月新增就业岗位仅5万,低于预期,进一步显示劳动力市场放缓迹象。但市场情绪改善:美国消费者信心连续第二个月上升,达到四个月来的最高水平。 2. 美国板块与个股——基础材料与消费周期股领涨板块表现:基础材料 +5.83%,消费周期 +4.76%,工业 +3.49%。 半导体与能源板块也表现突出。
$SanDisk Corp(SNDK)$
(+37.12%) 和
$拉姆研究(LRCX)$
(+17.99%) 等公司反映出投资者对AI及芯片相关股票的浓厚兴趣。能源股亦上涨,
周报:美股小盘股新高,贵金属持续闪耀,财报季开启,2026年Q1盈利预期强劲
# 澳洲投资圈
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韭菜星
·
01-08
$天数智芯(09903)$
$恒生科技指数(HSTECH)$
科技股还是要关注市场发展和研发技术的迭代,目前天数的客户在290个 ,技术方面:全面适配国内外主流 AI 生态,解决了使用难、迁移成本高 的行业痛点,并开发我国首个通用计算应用开发及测评平台,加之财务方面是健康、向上的,中签的可以在等等年报。
$天数智芯(09903)$ $恒生科技指数(HSTECH)$ 科技股还是要关注市场发展和研发技术的迭代,目前天数的客户在290个 ,技术方面:全面适配国内...
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灿烂向日葵
·
01-07
$恒生科技指数(HSTECH)$
恒指就是一坨大的,怪不得人谈中概就恶心
$恒生科技指数(HSTECH)$ 恒指就是一坨大的,怪不得人谈中概就恶心
精彩
霸气威武:
去年还好啊70-80收益还不行么
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炒股不挣钱交个朋友
·
01-06
$小米集团-W(01810)$
改过吗?换汤不换药啊!人家投资者也有理由说的,我投的是什么公司,我投的是科技龙头,AI巨星,你这批业务是什么业务啊,你叫我投。小米股价现在什么水平?就这么个走势,你汽车业务刚盈利就放缓,手机毛利因为内存成本提高还在下降,它能撑住吗?撑不住!没这个能力知道吗? 再下去要跌破35了,50块跌完跌38,38跌完再跌35,接下来没得跌了!南向资金连续净买入撑着蛮好的,你大股东林斌搞那么多减持把市场信心给直接搞没了干什么?脸都不要了!!!
$恒生指数(HSI)$
$恒生科技指数(HSTECH)$
$小米集团-W(01810)$ 改过吗?换汤不换药啊!人家投资者也有理由说的,我投的是什么公司,我投的是科技龙头,AI巨星,你这批业务是什么业务啊,你叫我...
精彩
亿千:
你不是一直觉得tsl能做的小米都做,小米能做的 tsl不一定能做吗? 我还是喜欢你桀骜不驯的样子
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刘浪剑客_1999
·
01-07
$恒生科技指数(HSTECH)$
这块回撤,马上5400
$恒生科技指数(HSTECH)$ 这块回撤,马上5400
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交易员Owen
·
01-14 15:28
半个月时间引战11个国家!川普要干嘛?金银和港A市场还能追高吗?
目前我终于可以大致判断出来特朗普是在做着一件什么样的事情了。他先是冒天下之大不韪抓走了委内瑞拉的总统,搞乱了委内瑞拉的局势,搞垮了委内瑞拉的经济,之后又威胁伊朗要发动对伊军事打击,还在前天发布了安全警示,让所有的在伊朗的美国公民立刻撤离伊朗,造出声势似乎要真的开展军事行动,我简单统计了下2026年的1月以来,特朗普都威胁、或者真的发起行动打击了哪些国家,不查不知道,一查吓一跳,这位美国总统在短短的半个月时间里,已经发布了针对11个国家的打压,威胁的言论或者动作:他这是要干嘛?悬崖边的美元指数才是原因事出反常必有妖!这背后有很深的宏观逻辑原因,一句话总结根源就是:特朗普在通过搞乱他国经济和全球资金的流动秩序,来为美债或者说是美元资产寻找买盘,通过作乱全球市场吸引大量的热钱往美元资产中避险,从而维持住目前即将破位下跌的美元指数,之前我们也聊过,美元指数距离破位加速下跌其实就一步之遥。
$美元指数(USDindex.FOREX)$
$做空美元指数-PowerShares(UDN)$
$美元ETF-PowerShares DB(UUP)$
美元指数的月线走势:而如果美元指数能在这个关键的技术点上企稳并反弹上去,则美国经济可能就能平稳的过度,并为特朗普在2026年的中期选举提供一个良好的环境,如果美元指数加速下跌,那么美债买盘的流失会让收益率再度冲高,造成美股的高位抛压。同时最重要的是,通胀会失控,你要知道,当前的美联储在特朗普明牌影响下,已经向着全面鸽派进展了,不管发生什么,2026年的50个基点的两次降息都是大概率的,而如果这时候通
半个月时间引战11个国家!川普要干嘛?金银和港A市场还能追高吗?
# 黄金&白银高位冲刺!波动加剧,还能买吗?
精彩
effortless:
能站上100美元,能看到100-120美元/盎司,乐观情境也许能150美元,它的核心支撑:结构性供需缺口(2026年缺口预计1.3-1.45亿盎司)、美联储降息压低实际利率、工业需求激增(光伏、新能源车)、资金涌入(小市值易撬动)、地缘风险推升避险需求。
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价值投资不是投机
·
01-06
大洋集团是目前港股市场上将“Web4.0”概念作为核心战略并全面落地的典型企业。它已经从传统的制造业务,果断转向了“AI + RWA(现实世界资产代币化)”的双赛道
$大洋集团(01991)$
$恒生指数(HSI)$
$恒生科技指数(HSTECH)$
大洋集团是目前港股市场上将“Web4.0”概念作为核心战略并全面落地的典型企业。它已经从传统的制造业务,果断转向了“AI + RWA(现实世界资产代币化)...
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日
周
月
数据加载中...
最高
5,965.610
今开
5,894.630
量比
--
最低
5,837.530
昨收
5,869.790
换手率
--
热议股票
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