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@小斯新报道：京东物流搞不好还是给一手党送福利

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href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a> 定价39.36-43.36，毫无疑问，超购并上限定价是没跑了。</p> <p><img src=\"https://static.tigerbbs.com/71a1068435424f9957eb4189b421ebac\" tg-width=\"1154\" tg-height=\"417\"></p> <p>截止12：06，超购已经29倍，预计最终超上限是没问题的，<span style=\"color:rgba(255,0,0,1);\"><b>也就是启动最高档回拨——9%。</b></span></p> <p><img src=\"https://static.tigerbbs.com/46d2d05ee054ffacb6f3b16b54893e7a\" tg-width=\"1250\" tg-height=\"895\"></p> <p>也就是说，<span style=\"color:rgba(255,0,0,1);\"><b>甲组乙组各27.4万手。</b></span></p> <p>这样看来，说不定很有可能最终又是一手党的胜利（预计20-30%），而大甲不划算到什么程度，全看分配的时候会不会照顾甲尾。</p> <p>本次乙头的一手金额特别高，3000手，达到876万，20倍杠杆的就要43万本金，33倍也要18万左右。</p> <p>但依然架不住乙头的内卷，如果最终超购150倍以上，很有可能<span style=\"color:rgba(255,0,0,1);\"><b>乙头分配可能连1%都不到</b></span>，也就是说能<span style=\"color:rgba(255,0,0,1);\"><b>拿到8万港币的货</b></span>就挺理想了。算上手续费和利息，打和点超过5%。</p> <p>不过因为京东这个定价，最高是在2641亿港元，相当于2190亿元人民币。<a href=\"https://laohu8.com/S/002352\">$顺丰控股(002352)$</a> 目前是2965亿元人民币，也就是还有35%的溢价。</p> <p>如果京东物流一上市就奔着顺丰的估值去，那倒是还挺乐观。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a> 定价39.36-43.36，毫无疑问，超购并上限定价是没跑了。</p> <p><img src=\"https://static.tigerbbs.com/71a1068435424f9957eb4189b421ebac\" tg-width=\"1154\" tg-height=\"417\"></p> <p>截止12：06，超购已经29倍，预计最终超上限是没问题的，<span style=\"color:rgba(255,0,0,1);\"><b>也就是启动最高档回拨——9%。</b></span></p> <p><img src=\"https://static.tigerbbs.com/46d2d05ee054ffacb6f3b16b54893e7a\" tg-width=\"1250\" tg-height=\"895\"></p> <p>也就是说，<span style=\"color:rgba(255,0,0,1);\"><b>甲组乙组各27.4万手。</b></span></p> <p>这样看来，说不定很有可能最终又是一手党的胜利（预计20-30%），而大甲不划算到什么程度，全看分配的时候会不会照顾甲尾。</p> <p>本次乙头的一手金额特别高，3000手，达到876万，20倍杠杆的就要43万本金，33倍也要18万左右。</p> <p>但依然架不住乙头的内卷，如果最终超购150倍以上，很有可能<span style=\"color:rgba(255,0,0,1);\"><b>乙头分配可能连1%都不到</b></span>，也就是说能<span style=\"color:rgba(255,0,0,1);\"><b>拿到8万港币的货</b></span>就挺理想了。算上手续费和利息，打和点超过5%。</p> <p>不过因为京东这个定价，最高是在2641亿港元，相当于2190亿元人民币。<a 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