这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

这篇文章不错，转发给大家看看

@话题虎：“中概回流，会是港股的百年机遇”！退市传闻又来了，会是买入机会吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":424716053545440,"tweetId":"424716053545440","gmtCreate":1744722862257,"gmtModify":1744722864548,"author":{"id":3458386655471801,"idStr":"3458386655471801","authorId":3458386655471801,"authorIdStr":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/424716053545440","repostId":424609855565832,"repostType":1,"repost":{"magic":2,"id":424609855565832,"tweetId":"424609855565832","gmtCreate":1744700494055,"gmtModify":1744713603159,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手，为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":37184,"starInvestorFlag":false},"themes":[{"themeId":"709fe710809f461f864f26ad95af2c18","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"中美会谈开启！你对中概有信心吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":709fe710809f461f864f26ad95af2c18}&rnconfig={\"headerBarHidden\": true}","description":"中美伦敦会谈开启，中概跑赢大盘，中概指数涨超2%。首日会谈结束，美方试图引导市场情绪，而中方避免过度透支筹码，目前市场走势利好。【目前谈判暂时顺利，大家有提前布局中国资产吗？你对中概延续涨势有信心吗？】","image":"https://static.tigerbbs.com/03d9d1975a100e6ebccdece3aeca0e10"}],"images":[{"img":"https://static.tigerbbs.com/f4728d12a9dbd10aeb636dba92a47dcf","width":"498","height":"274"},{"img":"https://static.tigerbbs.com/c0f3e925fafb7429c6a4d3df7fe3217a","width":"1080","height":"713"},{"img":"https://static.tigerbbs.com/7c55aa367d82ef683ce92ab7362d23ec","width":"564","height":"649"}],"coverImages":[{"img":"https://static.tigerbbs.com/f4728d12a9dbd10aeb636dba92a47dcf"},{"img":"https://static.tigerbbs.com/c0f3e925fafb7429c6a4d3df7fe3217a"},{"img":"https://static.tigerbbs.com/7c55aa367d82ef683ce92ab7362d23ec"}],"title":"“中概回流，会是港股的百年机遇”！退市传闻又来了，会是买入机会吗？","extraTitle":"","html":"<html><head></head><body><p>最近的行情，就怕特朗普突然翻脸，政策每天都在变。就像美国又把“中概股退市”拿出来作为谈判筹码—近期对于美国财政部SEC再次提出的“要让中国股票从美国证交所退市”，贝森特本人表示：中国公司从美国证券交易所退市已正式提上日程。<span class=\"teditor-emoji\">[冷漠]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4728d12a9dbd10aeb636dba92a47dcf\" tg-width=\"498\" tg-height=\"274\"></p><p></p><p>又来了…… <span style=\"color:#169179;\" class=\"color-mark\">前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ </span>高盛近期的研报，估算了大概27只有资格在港上市的中概股（市值合计1840亿美元），包括拼多多、满帮、唯品会、极氪、好未来等知名公司，这些仅在美股上市的公司得抓紧了。<span class=\"teditor-emoji\">[吃瓜]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0f3e925fafb7429c6a4d3df7fe3217a\" tg-width=\"1080\" tg-height=\"713\"></p><p></p><p>不过这次，香港财政司司长陈茂波发表题为《百年变局中又一香港机遇》的文章，表示他已指示香港证监会和港交所做好准备，<span style=\"color:#169179;\" class=\"color-mark\">若于海外上市的中概股希望回流，必须让香港成为它们首选的上市地。<span class=\"teditor-emoji\">[安慰]</span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c55aa367d82ef683ce92ab7362d23ec\" tg-width=\"564\" tg-height=\"649\"></p><p></p><p><span style=\"color:#169179;\" class=\"color-mark\">如果这次真的落实了，那么就意味着部分优质中概股得回港，于是乎又到了港股价值重估的时刻！</span><span class=\"teditor-emoji\">[暗中观察]</span></p><p></p><p>现在A/H股溢价从前期低点128%，快速回升到了136%，说明港股近期跌幅相对而言足够大，另外相较于美股科技股普遍“高盈利+合理估值”的特点，中国科技股大多处于“低估值+低预期”的区间。<strong><span style=\"color:#E67E23;\" class=\"color-mark\">或许每次的金融制裁风险，都会成为港股低位上车的机会？大家觉得在特朗普这样的金融制裁下，中概这次能否挺住？</span></strong></p><p></p><p><strong>评论区分享你的观点或对中概/港股的投资看法，一起赢取1000虎币奖励！🎁</strong> <a data-mention-id=\"YINN\" class=\"teditor-mention\" data-mention-name=\"三倍做多富时中国ETF-Direxion\" href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a>  <a data-mention-id=\"HSI\" class=\"teditor-mention\" data-mention-name=\"恒生指数\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>  <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>  <a data-mention-id=\"BIDU\" class=\"teditor-mention\" data-mention-name=\"百度\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>  <a data-mention-id=\"XIACY\" class=\"teditor-mention\" data-mention-name=\"小米集团ADR\" href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a>  <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>最近的行情，就怕特朗普突然翻脸，政策每天都在变。就像美国又把“中概股退市”拿出来作为谈判筹码—近期对于美国财政部SEC再次提出的“要让中国股票从美国证交所退市”，贝森特本人表示：中国公司从美国证券交易所退市已正式提上日程。<span class=\"teditor-emoji\">[冷漠]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4728d12a9dbd10aeb636dba92a47dcf\" tg-width=\"498\" tg-height=\"274\"></p><p></p><p>又来了…… <span style=\"color:#169179;\" class=\"color-mark\">前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ </span>高盛近期的研报，估算了大概27只有资格在港上市的中概股（市值合计1840亿美元），包括拼多多、满帮、唯品会、极氪、好未来等知名公司，这些仅在美股上市的公司得抓紧了。<span class=\"teditor-emoji\">[吃瓜]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0f3e925fafb7429c6a4d3df7fe3217a\" tg-width=\"1080\" tg-height=\"713\"></p><p></p><p>不过这次，香港财政司司长陈茂波发表题为《百年变局中又一香港机遇》的文章，表示他已指示香港证监会和港交所做好准备，<span style=\"color:#169179;\" class=\"color-mark\">若于海外上市的中概股希望回流，必须让香港成为它们首选的上市地。<span class=\"teditor-emoji\">[安慰]</span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c55aa367d82ef683ce92ab7362d23ec\" tg-width=\"564\" tg-height=\"649\"></p><p></p><p><span style=\"color:#169179;\" class=\"color-mark\">如果这次真的落实了，那么就意味着部分优质中概股得回港，于是乎又到了港股价值重估的时刻！</span><span class=\"teditor-emoji\">[暗中观察]</span></p><p></p><p>现在A/H股溢价从前期低点128%，快速回升到了136%，说明港股近期跌幅相对而言足够大，另外相较于美股科技股普遍“高盈利+合理估值”的特点，中国科技股大多处于“低估值+低预期”的区间。<strong><span style=\"color:#E67E23;\" class=\"color-mark\">或许每次的金融制裁风险，都会成为港股低位上车的机会？大家觉得在特朗普这样的金融制裁下，中概这次能否挺住？</span></strong></p><p></p><p><strong>评论区分享你的观点或对中概/港股的投资看法，一起赢取1000虎币奖励！🎁</strong> <a data-mention-id=\"YINN\" class=\"teditor-mention\" data-mention-name=\"三倍做多富时中国ETF-Direxion\" href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a>  <a data-mention-id=\"HSI\" class=\"teditor-mention\" data-mention-name=\"恒生指数\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>  <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>  <a data-mention-id=\"BIDU\" class=\"teditor-mention\" data-mention-name=\"百度\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>  <a data-mention-id=\"XIACY\" class=\"teditor-mention\" data-mention-name=\"小米集团ADR\" href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a>  <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> </p></body></html>","text":"最近的行情，就怕特朗普突然翻脸，政策每天都在变。就像美国又把“中概股退市”拿出来作为谈判筹码—近期对于美国财政部SEC再次提出的“要让中国股票从美国证交所退市”，贝森特本人表示：中国公司从美国证券交易所退市已正式提上日程。[冷漠] 又来了…… 前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ 高盛近期的研报，估算了大概27只有资格在港上市的中概股（市值合计1840亿美元），包括拼多多、满帮、唯品会、极氪、好未来等知名公司，这些仅在美股上市的公司得抓紧了。[吃瓜] 不过这次，香港财政司司长陈茂波发表题为《百年变局中又一香港机遇》的文章，表示他已指示香港证监会和港交所做好准备，若于海外上市的中概股希望回流，必须让香港成为它们首选的上市地。[安慰] 如果这次真的落实了，那么就意味着部分优质中概股得回港，于是乎又到了港股价值重估的时刻！[暗中观察] 现在A/H股溢价从前期低点128%，快速回升到了136%，说明港股近期跌幅相对而言足够大，另外相较于美股科技股普遍“高盈利+合理估值”的特点，中国科技股大多处于“低估值+低预期”的区间。或许每次的金融制裁风险，都会成为港股低位上车的机会？大家觉得在特朗普这样的金融制裁下，中概这次能否挺住？ 评论区分享你的观点或对中概/港股的投资看法，一起赢取1000虎币奖励！🎁 $三倍做多富时中国ETF-Direxion(YINN)$ $恒生指数(HSI)$ $阿里巴巴(BABA)$ $百度(BIDU)$ $小米集团ADR(XIACY)$ $拼多多(PDD)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/424609855565832","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BABA","YINN","BIDU","HSI","PDD","XIACY","09988","09888","01810"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":424609855565832,"totalAmount":1000,"balance":0,"end":true,"deadline":1746500494055,"description":"445虎币已分给18位参与者,剩余555虎币已退还至发起者","remainingNumber":82},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1201,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":668,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/424716053545440"}