小林说财经
07-04
我看好
$极智嘉-W(02590)$
。
港股打新就该锚定确定性!极智嘉连续 6 年霸榜全球AMR市占率第一,在行业 30%+ 复合增速的黄金赛道里,头部壁垒已形成 "强者恒强" 格局,闭眼打新错不了。
@话题虎:
打新如同在捡钱!6月底赶趟上市的这几家,你看好哪一只?
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复合增速的黄金赛道里,头部壁垒已形成 \"强者恒强\" 格局,闭眼打新错不了。\n<br></body></html>","text":"我看好$极智嘉-W(02590)$ 。 港股打新就该锚定确定性!极智嘉连续 6 年霸榜全球AMR市占率第一,在行业 30%+ 复合增速的黄金赛道里,头部壁垒已形成 \"强者恒强\" 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true}","description":"$极智嘉-W (02590.HK)$、 $蓝思科技 (06613.HK)$、 $讯众通信 (02597.HK)$、 $大众口腔 (02651.HK)$ 、 $FORTIOR (01304.HK)$ 8日开启暗盘,并在7月9日于港交所上市,【目前上市首日开盘:“芯片设计公司”FORTIOR首日高开,涨近9%;大众口腔首日高开20%;“果链龙头”蓝思科技首日高开涨近4%,大家看好其套利空间吗?现在还能上车哪一只】","image":"https://static.tigerbbs.com/40ac032a7898324665a21bd3d2efcc5f"}],"images":[{"img":"https://static.tigerbbs.com/25cf26cef0e444d41fd34edfea9ba2b7","width":"1800","height":"1350"},{"img":"https://static.tigerbbs.com/14ec378666b39aacd4998dcde153f3b7","width":"1179","height":"1581"},{"img":"https://static.tigerbbs.com/56749a0be459bd468a81715d18bb876a","width":"919","height":"366"}],"coverImages":[{"img":"https://static.tigerbbs.com/25cf26cef0e444d41fd34edfea9ba2b7"},{"img":"https://static.tigerbbs.com/14ec378666b39aacd4998dcde153f3b7"},{"img":"https://static.tigerbbs.com/56749a0be459bd468a81715d18bb876a"}],"title":"打新如同在捡钱!6月底赶趟上市的这几家,你看好哪一只?","html":"<html><head></head><body><p>今年打新有多火?港交所史无前例地开着“锣车”进行了为期两周的公开巡演,让交易所CEO亲自展示这个“不够敲”的锣:<span class=\"teditor-emoji\">[吃瓜]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25cf26cef0e444d41fd34edfea9ba2b7\" tg-width=\"1800\" tg-height=\"1350\"></p><p></p><p>上半年1-6月港股上了三十多家新股,发行额达330 亿美元,较去年同期增长 6 倍,并创下自2021年以来新高。</p><p><strong>目前看起来,打新就像在捡钱</strong>,上半年各家IPO首日涨幅前十名如下,<span style=\"color:#169179;\" class=\"color-mark\">金主赛道:医药(映恩、药捷安康、佰泽)+消费(蜜雪、IFBH、沪上阿姨),一般有新品牌或概念的,博弈空间更大</span>,eg.蹭上AI概念热度的 <a data-mention-id=\"09678\" class=\"teditor-mention\" data-mention-name=\"云知声\" href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a> ,新型生物医药界的“妖股” <a data-mention-id=\"09606\" class=\"teditor-mention\" data-mention-name=\"映恩生物-B\" href=\"https://laohu8.com/S/09606\">$映恩生物-B(09606)$</a> ,新消费品牌 <a data-mention-id=\"06603\" class=\"teditor-mention\" data-mention-name=\"IFBH\" href=\"https://laohu8.com/S/06603\">$IFBH(06603)$</a> <a data-mention-id=\"02097\" class=\"teditor-mention\" data-mention-name=\"蜜雪集团\" href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 等等:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14ec378666b39aacd4998dcde153f3b7\" tg-width=\"1179\" tg-height=\"1581\"></p><p></p><p>而且通过上半年的打新,可以发现,大量公司都是成熟的大公司(不会太缺钱),<span style=\"color:#169179;\" class=\"color-mark\">“吸引认购,带动流动性”</span>是其主要目的,同时定价低,股民朋友还能轻松赚钱,大家皆收益~ 据彭博行业研究显示,假设市场保持稳定,下半年香港上市融资额有望翻番。特别是AH上市股,上半年占了港股募资的四分之三,接下来的一些大型IPO可以期待一下:<span class=\"teditor-emoji\">[暗中观察]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56749a0be459bd468a81715d18bb876a\" tg-width=\"919\" tg-height=\"366\"></p><p>正好6月最后一天,有6家公司同时启动招股,比如A+H <a data-mention-id=\"06613\" class=\"teditor-mention\" data-mention-name=\"蓝思科技\" href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$</a>(H 股相对 A 股估值折让)和 <a data-mention-id=\"01304\" class=\"teditor-mention\" data-mention-name=\"FORTIOR\" href=\"https://laohu8.com/S/01304\">$FORTIOR(01304)$</a> ,新三板+H <a data-mention-id=\"02597\" class=\"teditor-mention\" data-mention-name=\"讯众通信\" href=\"https://laohu8.com/S/02597\">$讯众通信(02597)$</a> ,机器人“独角兽”公司 <a data-mention-id=\"02590\" class=\"teditor-mention\" data-mention-name=\"极智嘉-W\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> (保荐人:摩根士丹利、中金公司), <a data-mention-id=\"02651\" class=\"teditor-mention\" data-mention-name=\"大众口腔\" href=\"https://laohu8.com/S/02651\">$大众口腔(02651)$</a> (需求稳、现金流好)。</p><p></p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">趁着现在打新赚钱效应显现,大家这一波看好哪一只?🔥</span></strong></p><p><strong>评论区分享你的选择或对目前港股ipo的看法,一起赢取1000虎币奖励!</strong></p></body></html>","htmlText":"<html><head></head><body><p>今年打新有多火?港交所史无前例地开着“锣车”进行了为期两周的公开巡演,让交易所CEO亲自展示这个“不够敲”的锣:<span class=\"teditor-emoji\">[吃瓜]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25cf26cef0e444d41fd34edfea9ba2b7\" tg-width=\"1800\" tg-height=\"1350\"></p><p></p><p>上半年1-6月港股上了三十多家新股,发行额达330 亿美元,较去年同期增长 6 倍,并创下自2021年以来新高。</p><p><strong>目前看起来,打新就像在捡钱</strong>,上半年各家IPO首日涨幅前十名如下,<span style=\"color:#169179;\" class=\"color-mark\">金主赛道:医药(映恩、药捷安康、佰泽)+消费(蜜雪、IFBH、沪上阿姨),一般有新品牌或概念的,博弈空间更大</span>,eg.蹭上AI概念热度的 <a data-mention-id=\"09678\" class=\"teditor-mention\" data-mention-name=\"云知声\" href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a> ,新型生物医药界的“妖股” <a data-mention-id=\"09606\" class=\"teditor-mention\" data-mention-name=\"映恩生物-B\" href=\"https://laohu8.com/S/09606\">$映恩生物-B(09606)$</a> ,新消费品牌 <a data-mention-id=\"06603\" class=\"teditor-mention\" data-mention-name=\"IFBH\" href=\"https://laohu8.com/S/06603\">$IFBH(06603)$</a> <a data-mention-id=\"02097\" class=\"teditor-mention\" data-mention-name=\"蜜雪集团\" href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 等等:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14ec378666b39aacd4998dcde153f3b7\" tg-width=\"1179\" tg-height=\"1581\"></p><p></p><p>而且通过上半年的打新,可以发现,大量公司都是成熟的大公司(不会太缺钱),<span style=\"color:#169179;\" class=\"color-mark\">“吸引认购,带动流动性”</span>是其主要目的,同时定价低,股民朋友还能轻松赚钱,大家皆收益~ 据彭博行业研究显示,假设市场保持稳定,下半年香港上市融资额有望翻番。特别是AH上市股,上半年占了港股募资的四分之三,接下来的一些大型IPO可以期待一下:<span class=\"teditor-emoji\">[暗中观察]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56749a0be459bd468a81715d18bb876a\" tg-width=\"919\" tg-height=\"366\"></p><p>正好6月最后一天,有6家公司同时启动招股,比如A+H <a data-mention-id=\"06613\" class=\"teditor-mention\" data-mention-name=\"蓝思科技\" href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$</a>(H 股相对 A 股估值折让)和 <a data-mention-id=\"01304\" class=\"teditor-mention\" data-mention-name=\"FORTIOR\" href=\"https://laohu8.com/S/01304\">$FORTIOR(01304)$</a> ,新三板+H <a data-mention-id=\"02597\" class=\"teditor-mention\" data-mention-name=\"讯众通信\" href=\"https://laohu8.com/S/02597\">$讯众通信(02597)$</a> ,机器人“独角兽”公司 <a data-mention-id=\"02590\" class=\"teditor-mention\" data-mention-name=\"极智嘉-W\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> (保荐人:摩根士丹利、中金公司), <a data-mention-id=\"02651\" class=\"teditor-mention\" data-mention-name=\"大众口腔\" href=\"https://laohu8.com/S/02651\">$大众口腔(02651)$</a> (需求稳、现金流好)。</p><p></p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">趁着现在打新赚钱效应显现,大家这一波看好哪一只?🔥</span></strong></p><p><strong>评论区分享你的选择或对目前港股ipo的看法,一起赢取1000虎币奖励!</strong></p></body></html>","text":"今年打新有多火?港交所史无前例地开着“锣车”进行了为期两周的公开巡演,让交易所CEO亲自展示这个“不够敲”的锣:[吃瓜] 上半年1-6月港股上了三十多家新股,发行额达330 亿美元,较去年同期增长 6 倍,并创下自2021年以来新高。 目前看起来,打新就像在捡钱,上半年各家IPO首日涨幅前十名如下,金主赛道:医药(映恩、药捷安康、佰泽)+消费(蜜雪、IFBH、沪上阿姨),一般有新品牌或概念的,博弈空间更大,eg.蹭上AI概念热度的 $云知声(09678)$ ,新型生物医药界的“妖股” $映恩生物-B(09606)$ ,新消费品牌 $IFBH(06603)$ $蜜雪集团(02097)$ 等等: 而且通过上半年的打新,可以发现,大量公司都是成熟的大公司(不会太缺钱),“吸引认购,带动流动性”是其主要目的,同时定价低,股民朋友还能轻松赚钱,大家皆收益~ 据彭博行业研究显示,假设市场保持稳定,下半年香港上市融资额有望翻番。特别是AH上市股,上半年占了港股募资的四分之三,接下来的一些大型IPO可以期待一下:[暗中观察] 正好6月最后一天,有6家公司同时启动招股,比如A+H $蓝思科技(06613)$(H 股相对 A 股估值折让)和 $FORTIOR(01304)$ ,新三板+H $讯众通信(02597)$ ,机器人“独角兽”公司 $极智嘉-W(02590)$ (保荐人:摩根士丹利、中金公司), $大众口腔(02651)$ (需求稳、现金流好)。 趁着现在打新赚钱效应显现,大家这一波看好哪一只?🔥 评论区分享你的选择或对目前港股ipo的看法,一起赢取1000虎币奖励!","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/452637887812248","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02097","09678","02590","02651","02597","06613","09606","01304","06603"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":452637887812248,"totalAmount":1000,"balance":0,"end":true,"deadline":1753330549083,"description":"300虎币已分给11位参与者,剩余700虎币已退还至发起者","remainingNumber":89},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1102,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":479,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["02590"],"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":157,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/452887734371144"}
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