【假期热议】不做对冲，你都在买什么？

06-20

港股新股：领益智造(01688.HK) 打新分析

$领益智造(01688)$ $圣邦股份(03661)$ $芯碁微装(09630)$ $中科闻歌(01956)$ $MERDEKAGOLD-DRS(06228)$ 基本情况：申购时间：6月17日-6月23日，24号出结果，25号暗盘，26号上市；发行价格：≤10.18 入场费：6786.56 1手：660股全球发售：8.12亿股公开发售：8118.13万股发行手数：123002手基石：有，共20家基石投资者认购38.57%份额绿鞋：无保荐人：国泰君安独家保荐分配机制：机制B，回拨10% 领益智造是全球领先的AI终端高精密智能制造平台，公司专注于为全球客户提供精密功能件、结构件、模组及一站式智能制造服务，产品广泛应用于AI终端设备（手机、PC、XR眼镜）、人形机器人、企业级服务器、汽车及低空经济等领域。根据弗若斯特沙利文数据，以2025年收入计算，公司在全球AI终端设备高精密功能件市场排名第一，在全球AI终端设备高精密智能制造平台行业排名第三。客户矩阵涵盖苹果、荣耀、**、特斯拉等全球顶级科技企业，客户壁垒极高。公司正从传统消费电子向AI新兴赛道转型，2025年AI硬件相关收入达447.93亿元，人形机器人领域已与全球头部企业达成供应合作，AI算力基建方面通过收购切入北美大客户供应链，第二增长曲线清晰可见。财务表现：招股书财务数据显示，公司近三年营收

港股新股：领益智造(01688.HK) 打新分析

outgoinglong

2025-12-30

最近好几位朋友问：“现在可以买点什么？” 我想，对于中长期投资者来说，恒生科技指数实在是一个极具性价比的投资标的。不是说它马上暴涨，而是当前应该算左侧建仓的良机，主要于以下两点： 1，胜率：回调充分，突破下行通道上轨，再加上宏观与权重个股的“共振”，大概率的“阶段性底部”； 2，盈亏比：当前5500附近，下方强支撑区间 5300 - 5400。如果跌破这个区间，说明筑底失败，止损空间：约 3% - 4%；上方目标位 5800 - 6700，获利空间：15% - 20%；盈亏比估算达到 1 : 5。如此优秀的胜率及盈亏比，怎么看都值得一搏。当然，如果后续跌破关键支撑，则说明筑底失败，就应该果断出局观望。

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当然，如果后续跌破关键支撑，则说明筑底失败，就应该果断出局观望。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516268945502808","isVote":1,"tweetType":1,"viewCount":16067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000579","authorId":"9000000000000579","name":"GeraldAdela","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000579","idStr":"9000000000000579"},"content":"恒生科技这波性价比绝了，冲！","text":"恒生科技这波性价比绝了，冲！","html":"恒生科技这波性价比绝了，冲！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489845633024880,"gmtCreate":1760618472247,"gmtModify":1760618474348,"author":{"id":"4142984412645600","authorId":"4142984412645600","name":"三十观市","avatar":"https://static.tigerbbs.com/bcf9daf130625a08e521ed83c608168d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4142984412645600","idStr":"4142984412645600"},"themes":[],"title":"","htmlText":"最搞笑的是，蔚来2022年就向SEC提交了完整说明，监管此后零动作。GIC现在跳出来“代表投资者”，时间卡得真巧——恰逢蔚来欧洲扩张、阿尔卑斯子品牌预热。司马昭之心，路人皆知。基本面无瑕疵，11月交付冲刺2万，股价反弹只是时间问题<a 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$蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/489845633024880","isVote":1,"tweetType":1,"viewCount":6552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487730879783792,"gmtCreate":1760083344404,"gmtModify":1760085576848,"author":{"id":"3540087355555798","authorId":"3540087355555798","name":"bill哥的bill","avatar":"https://static.tigerbbs.com/fc3eb4cafa6c839a945c9ee957862007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540087355555798","idStr":"3540087355555798"},"themes":[],"title":"","htmlText":"稀土啊 美国也需要国产替代","listText":"稀土啊 美国也需要国产替代","text":"稀土啊 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发行手数：123002手 基石：有，共20家基石投资者认购38.57%份额 绿鞋：无 保荐人：国泰君安独家保荐 分配机制：机制B，回拨10% 领益智造是全球领先的AI终端高精密智能制造平台，公司专注于为全球客户提供精密功能件、结构件、模组及一站式智能制造服务，产品广泛应用于AI终端设备（手机、PC、XR眼镜）、人形机器人、企业级服务器、汽车及低空经济等领域。 根据弗若斯特沙利文数据，以2025年收入计算，公司在全球AI终端设备高精密功能件市场排名第一，在全球AI终端设备高精密智能制造平台行业排名第三。客户矩阵涵盖苹果、荣耀、**、特斯拉等全球顶级科技企业，客户壁垒极高。 公司正从传统消费电子向AI新兴赛道转型，2025年AI硬件相关收入达447.93亿元，人形机器人领域已与全球头部企业达成供应合作，AI算力基建方面通过收购切入北美大客户供应链，第二增长曲线清晰可见。 财务表现： 招股书财务数据显示，公司近三年营收","text":"$领益智造(01688)$ $圣邦股份(03661)$ $芯碁微装(09630)$ $中科闻歌(01956)$ $MERDEKAGOLD-DRS(06228)$ 基本情况： 申购时间：6月17日-6月23日，24号出结果，25号暗盘，26号上市； 发行价格：≤10.18 入场费：6786.56 1手：660股 全球发售：8.12亿股 公开发售：8118.13万股 发行手数：123002手 基石：有，共20家基石投资者认购38.57%份额 绿鞋：无 保荐人：国泰君安独家保荐 分配机制：机制B，回拨10% 领益智造是全球领先的AI终端高精密智能制造平台，公司专注于为全球客户提供精密功能件、结构件、模组及一站式智能制造服务，产品广泛应用于AI终端设备（手机、PC、XR眼镜）、人形机器人、企业级服务器、汽车及低空经济等领域。 根据弗若斯特沙利文数据，以2025年收入计算，公司在全球AI终端设备高精密功能件市场排名第一，在全球AI终端设备高精密智能制造平台行业排名第三。客户矩阵涵盖苹果、荣耀、**、特斯拉等全球顶级科技企业，客户壁垒极高。 公司正从传统消费电子向AI新兴赛道转型，2025年AI硬件相关收入达447.93亿元，人形机器人领域已与全球头部企业达成供应合作，AI算力基建方面通过收购切入北美大客户供应链，第二增长曲线清晰可见。 财务表现： 招股书财务数据显示，公司近三年营收","images":[{"img":"https://static.tigerbbs.com/3155609314ccfceeb85576054786744e","width":"587","height":"784"},{"img":"https://static.tigerbbs.com/b96d631bda6905e46f5f567d826ed41e","width":"751","height":"753"},{"img":"https://static.tigerbbs.com/3ac98fae66be71fcbd3e6d58f122589f","width":"1080","height":"2265"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577134925723520","isVote":1,"tweetType":1,"viewCount":4215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},{"id":516268945502808,"gmtCreate":1767062875977,"gmtModify":1767083975190,"author":{"id":"4097235486088880","authorId":"4097235486088880","name":"outgoinglong","avatar":"https://static.tigerbbs.com/c45bfc23a88d60c1c32f368b302f3a0a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097235486088880","idStr":"4097235486088880"},"themes":[],"title":"","htmlText":"最近好几位朋友问：“现在可以买点什么？” 我想，对于中长期投资者来说，恒生科技指数实在是一个极具性价比的投资标的。不是说它马上暴涨，而是当前应该算左侧建仓的良机， 主要于以下两点： 1，胜率：回调充分，突破下行通道上轨，再加上宏观与权重个股的“共振”，大概率的“阶段性底部”； 2，盈亏比：当前5500附近，下方强支撑区间 5300 - 5400。如果跌破这个区间，说明筑底失败，止损空间：约 3% - 4%；上方目标位 5800 - 6700，获利空间：15% - 20%；盈亏比估算达到 1 : 5。 如此优秀的胜率及盈亏比，怎么看都值得一搏。 当然，如果后续跌破关键支撑，则说明筑底失败，就应该果断出局观望。","listText":"最近好几位朋友问：“现在可以买点什么？” 我想，对于中长期投资者来说，恒生科技指数实在是一个极具性价比的投资标的。不是说它马上暴涨，而是当前应该算左侧建仓的良机， 主要于以下两点： 1，胜率：回调充分，突破下行通道上轨，再加上宏观与权重个股的“共振”，大概率的“阶段性底部”； 2，盈亏比：当前5500附近，下方强支撑区间 5300 - 5400。如果跌破这个区间，说明筑底失败，止损空间：约 3% - 4%；上方目标位 5800 - 6700，获利空间：15% - 20%；盈亏比估算达到 1 : 5。 如此优秀的胜率及盈亏比，怎么看都值得一搏。 当然，如果后续跌破关键支撑，则说明筑底失败，就应该果断出局观望。","text":"最近好几位朋友问：“现在可以买点什么？” 我想，对于中长期投资者来说，恒生科技指数实在是一个极具性价比的投资标的。不是说它马上暴涨，而是当前应该算左侧建仓的良机， 主要于以下两点： 1，胜率：回调充分，突破下行通道上轨，再加上宏观与权重个股的“共振”，大概率的“阶段性底部”； 2，盈亏比：当前5500附近，下方强支撑区间 5300 - 5400。如果跌破这个区间，说明筑底失败，止损空间：约 3% - 4%；上方目标位 5800 - 6700，获利空间：15% - 20%；盈亏比估算达到 1 : 5。 如此优秀的胜率及盈亏比，怎么看都值得一搏。 当然，如果后续跌破关键支撑，则说明筑底失败，就应该果断出局观望。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516268945502808","isVote":1,"tweetType":1,"viewCount":16067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000579","authorId":"9000000000000579","name":"GeraldAdela","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000579","idStr":"9000000000000579"},"content":"恒生科技这波性价比绝了，冲！","text":"恒生科技这波性价比绝了，冲！","html":"恒生科技这波性价比绝了，冲！"}],"imageCount":0,"langContent":"CN","totalScore":0}]}