$南方两倍做多海力士_老虎社区_美港股上老虎 - 老虎社区

$南方两倍做多海力士(07709)$ 晚上美股adr也是这个跌幅[开心]

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Mediator
07-13
Mediator
跌16%回到发行价附近
- Mediator回复呆蹦蹦:
  比如tsmc
- Mediator回复呆蹦蹦:
  你说的那是在美股里面没有稀缺性的，有稀缺性的溢价是很正常的，hbm目前skhynix一家占了55%，没办法不溢价，但溢价归溢价，正股该跌还是跌
- 呆蹦蹦回复Mediator:
  一般美股对国外的adr很少有溢价的，折价是普遍现象。
  上周五应该有机构调仓加新股溢价加芯片股周五晚间整体走强才有15%溢价，今天芯片股大跌15%的溢价很难再给到了。
  另一方面韩国股市美国投资者基本都可以直接买，而且美股量化这么多肯定有拿溢价套利的。
- Mediator回复呆蹦蹦:
  溢价还是会有啊，美股资金量就是远高于韩股，只是多少的问题，你还想把溢价直接抹平怎么可能
- 呆蹦蹦:
  不是上周五收盘价溢价了15%，今天跌了15%，按理说晚上开盘应该是28%左右的跌幅

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