牛顿的苹果树的个人主页 - 老虎社区

牛顿的苹果树

牛顿的苹果树

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IP属地：陕西

27关注

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1主题

0勋章

牛顿的苹果树

2019-04-04

$长江新港物流有限公司(YRIV)$为什么不能买入

牛顿的苹果树

2019-01-09

$创业板指(399006)$跳水了，卧槽$上证指数(000001.SH)$ $深证成指(399001)$

牛顿的苹果树

2019-01-16

$恒生指数(HSI)$港股的看涨涡轮能不能做空？

牛顿的苹果树

2019-05-09

$上证指数(000001.SH)$ ***？

牛顿的苹果树

2020-05-04

$恒生指数主连(HSImain)$ 这又是出啥事了

牛顿的苹果树

2019-08-12

$纳斯达克(.IXIC)$ 别硬撑了，崩了吧

牛顿的苹果树

2019-05-09

$上证指数(000001.SH)$ 开始拉大盘了

牛顿的苹果树

2019-04-09

$ATA公司(ATAI)$有什么券商好借票？

牛顿的苹果树

2019-01-04

$恒生指数(HSI)$，$上证指数(000001.SH)$ 好基友就要共进退

牛顿的苹果树

2019-09-30

$蔚来(NIO)$ 离仙股只有一步之遥

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11:57","market":"hk","language":"zh","title":"港股全线调整，400港元失守，内资开盘狂卖腾讯？刚刚，4倍大牛股崩了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1179930101","media":"新浪港股","summary":"猜到了开头，没猜到结尾。今日港股低开低走，开盘后迅速走低，科技、消费、地产全线调整，港股更是失守400港元大关，发生了什么？腾讯400港元失守，内资开盘狂卖腾讯？今日港股低开低走，迎来调整，恒指大跌逾","content":"<html><head></head><body><p>猜到了开头，没猜到结尾。今日港股低开低走，开盘后迅速走低，科技、消费、地产全线调整，港股更是失守400港元大关，发生了什么？</p><p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>400港元失守，内资开盘狂卖腾讯？</b></p><p>今日港股低开低走，迎来调整，恒指大跌逾1%，恒生科技指数跌超2%，春节假期两日暴涨逾5%，腾讯更是突破400港元大关。</p><p><img src=\"https://static.tigerbbs.com/7c1181db020768b69956562f5ac08ccc\" tg-width=\"957\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/></p><p>不过，今日开市后，科技股全线走跌，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>跌幅居前，阿里跌超5%，网传“阿里将在新加坡建立全球总部”，对此，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>27日正式回应，称全球总部始终在杭州。</p><p>腾讯失守400港元大关，券商集体上调目标价，国盛上调腾讯目标价至500港元，重申“买入”评级。值得注意的是，腾讯自10月底部，用3个月时间股价翻倍，存在调整需求，空头资金开始跃跃欲试。有雪球大V发问，“沪港通是不是一开盘就狂卖腾讯”。</p><p><img src=\"https://static.tigerbbs.com/ccaa9bc87079354a5a3da3fe9a98eb40\" tg-width=\"528\" tg-height=\"152\" referrerpolicy=\"no-referrer\"/></p><p>网友纷纷表示，“是的”，“而且卖出腾讯买美团”。根据富途数据，沪深股通卖出逾50万股，内资卖出居前，按400港元计，大约2亿港元。</p><p><b>半导体突然大跌，发生了什么？</b></p><p>今日半导体突然大跌，<a href=\"https://laohu8.com/S/02203\">脑洞科技</a>跌超9%，<a href=\"https://laohu8.com/S/01912\">康特隆</a>跌超6%，<a href=\"https://laohu8.com/S/02878\">晶门半导体</a>、<a href=\"https://laohu8.com/S/01385\">上海复旦</a>、华虹半导体等跌超5%，中芯国际跌4%。</p><p><img src=\"https://static.tigerbbs.com/963e8317bb8bf12dde2a12d81b97d63e\" tg-width=\"964\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/></p><p>据财联社，彭博社、《华尔街日报》等媒体28日引述知情人士的话说，美国、荷兰和日本三国的国家安全事务官员27日在白宫结束高级别谈判，就限制向中国出口一些先进的芯片制造设备达成协议，将把美国于2022年10月采取的一些出口管制措施扩大到荷兰<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、日本东京电子和尼康等公司。</p><p>《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》28日称，因为其敏感性，三国没有公开宣布该协议，细节也尚不清楚。美国专家认为，日本和荷兰需要时间来修改其法律法规以实施新的限制措施，相关措施“可能需要数月甚至数年才能相互呼应”。</p><p><b>消费股迎来巨幅调整，5000亿龙头大跌11%</b></p><p>假期期间，港股消费股集体大涨，随着利好释放，消费股今日迎来大幅调整，免税龙头<a href=\"https://laohu8.com/S/601888\">中国中免</a>大跌11%，影视股<a href=\"https://laohu8.com/S/01060\">阿里影业</a>跌9%，<a href=\"https://laohu8.com/S/01896\">猫眼娱乐</a>跌9%。博彩股永利澳门、美高梅等跌超7%，餐饮龙头九毛九、呷哺等跌超6%。</p><p><img src=\"https://static.tigerbbs.com/7eb29460c142819cc9a40cf9cbe81270\" tg-width=\"953\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>10倍大牛股<a href=\"https://laohu8.com/S/01797\">新东方在线</a>大跌逾8%，券商集体高呼买入，招商证券昨日更是给出强烈推荐评级。</p><p><img src=\"https://static.tigerbbs.com/d97a751c7a0baad7a699cd062e0b06c9\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/></p><p><b>刚刚，4倍大牛股突然崩了</b></p><p>近期，新消费之水果概念股引发市场关注，前有<a href=\"https://laohu8.com/S/06689\">洪九果品</a>上市大涨4倍，后有百果园首日上市涨超20%。不过，当券商集体高呼洪九果品龙头优势凸显，中金更是高呼105港元之际，洪九果品突然崩了。</p><p><img src=\"https://static.tigerbbs.com/fb599c95b358dd6dc7734107eb8e857d\" tg-width=\"1080\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/></p><p>洪九果品是国内果品供应链龙头，业绩呈现高成长性，公司已在14个主要水果品类中成功打造了18个品牌，主打高端水果，榴莲、车厘子、火龙果等为六大核心单品。</p><p>对于洪九果品的核心优势，<a href=\"https://laohu8.com/S/601162\">天风证券</a>表示，1）稳定高品质的源头选品能力：公司深入原产地直采，有较强的议价能力；2）端到端一体化整合供应链能力，公司自研的洪九星桥大数据系统赋能供应链提效，存货周转天数维持5-7天较高水平；3）国内全渠道的网络辐射能力：公司已覆盖全国300个城市，高效触达各类型客户；4）多品类雁群式风险平衡能力：公司通过拓展多品类的采购以及全渠道的下游铺设，平滑单一水果品类波动及单一渠道震荡带来的系统性风险。</p><p>财报显示，2021年公司实现主营业务收入102.8亿元，18-21年复合增速103.2%，22H1营收达76.1亿元/同增32.1%；2021年实现经调后净利10.9亿元，18-21年复合增速104.7%，22H1经调净利润8.6亿元/同增42.1%，业绩表现较强成长性。</p><p>不过，洪九果品是中国第二大鲜果分销商，市场份额只有1.0%，也就是说这是一个高端分散的市场，护城河到底多深值得商榷；2021年公司经调整利润率达10.6%，虽然远超百果园，但几乎个位数的净利率如何获得投资者认可，估值问题存隐忧；销售成本超80%，毛利率过去三年（2019-2021）分别为18.9%、16.6%和15.7%，持续下行，近600亿的市值明显高估了。</p><p>上市以来公司股价暴涨逾4倍背后，虽然有阿里、广发等明星股东背书，但公司股权高度集中，前25大股东持仓约96%，市场货源只有5000多万，非常容易暴涨暴跌，这才是公司股价暴涨的根源。</p><p><img src=\"https://static.tigerbbs.com/79555e515ccd8dd6a2138b102f05e3b1\" tg-width=\"1069\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>最近两日公司股价持续大跌，周五跌8%，今日跌超30%，市值362亿港元，大跌的背后一方面公司业绩无法支撑高估值，另一方面，2023年1月26日，公司按照资本化发行而配发及发行6.22亿股新H股，引发投资者用脚投票。</p><p><img src=\"https://static.tigerbbs.com/b203a61f736913a74c3f024fa26b599b\" tg-width=\"1080\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股全线调整，400港元失守，内资开盘狂卖腾讯？刚刚，4倍大牛股崩了！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股全线调整，400港元失守，内资开盘狂卖腾讯？刚刚，4倍大牛股崩了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-30 11:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/vW8gOSzEeSwK-8n8RAGrvg><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>猜到了开头，没猜到结尾。今日港股低开低走，开盘后迅速走低，科技、消费、地产全线调整，港股更是失守400港元大关，发生了什么？腾讯400港元失守，内资开盘狂卖腾讯？今日港股低开低走，迎来调整，恒指大跌逾1%，恒生科技指数跌超2%，春节假期两日暴涨逾5%，腾讯更是突破400港元大关。不过，今日开市后，科技股全线走跌，华虹半导体跌幅居前，阿里跌超5%，网传“阿里将在新加坡建立全球总部”，对此，阿里巴巴...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vW8gOSzEeSwK-8n8RAGrvg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/vW8gOSzEeSwK-8n8RAGrvg","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1179930101","content_text":"猜到了开头，没猜到结尾。今日港股低开低走，开盘后迅速走低，科技、消费、地产全线调整，港股更是失守400港元大关，发生了什么？腾讯400港元失守，内资开盘狂卖腾讯？今日港股低开低走，迎来调整，恒指大跌逾1%，恒生科技指数跌超2%，春节假期两日暴涨逾5%，腾讯更是突破400港元大关。不过，今日开市后，科技股全线走跌，华虹半导体跌幅居前，阿里跌超5%，网传“阿里将在新加坡建立全球总部”，对此，阿里巴巴27日正式回应，称全球总部始终在杭州。腾讯失守400港元大关，券商集体上调目标价，国盛上调腾讯目标价至500港元，重申“买入”评级。值得注意的是，腾讯自10月底部，用3个月时间股价翻倍，存在调整需求，空头资金开始跃跃欲试。有雪球大V发问，“沪港通是不是一开盘就狂卖腾讯”。网友纷纷表示，“是的”，“而且卖出腾讯买美团”。根据富途数据，沪深股通卖出逾50万股，内资卖出居前，按400港元计，大约2亿港元。半导体突然大跌，发生了什么？今日半导体突然大跌，脑洞科技跌超9%，康特隆跌超6%，晶门半导体、上海复旦、华虹半导体等跌超5%，中芯国际跌4%。据财联社，彭博社、《华尔街日报》等媒体28日引述知情人士的话说，美国、荷兰和日本三国的国家安全事务官员27日在白宫结束高级别谈判，就限制向中国出口一些先进的芯片制造设备达成协议，将把美国于2022年10月采取的一些出口管制措施扩大到荷兰阿斯麦、日本东京电子和尼康等公司。《纽约时报》28日称，因为其敏感性，三国没有公开宣布该协议，细节也尚不清楚。美国专家认为，日本和荷兰需要时间来修改其法律法规以实施新的限制措施，相关措施“可能需要数月甚至数年才能相互呼应”。消费股迎来巨幅调整，5000亿龙头大跌11%假期期间，港股消费股集体大涨，随着利好释放，消费股今日迎来大幅调整，免税龙头中国中免大跌11%，影视股阿里影业跌9%，猫眼娱乐跌9%。博彩股永利澳门、美高梅等跌超7%，餐饮龙头九毛九、呷哺等跌超6%。10倍大牛股新东方在线大跌逾8%，券商集体高呼买入，招商证券昨日更是给出强烈推荐评级。刚刚，4倍大牛股突然崩了近期，新消费之水果概念股引发市场关注，前有洪九果品上市大涨4倍，后有百果园首日上市涨超20%。不过，当券商集体高呼洪九果品龙头优势凸显，中金更是高呼105港元之际，洪九果品突然崩了。洪九果品是国内果品供应链龙头，业绩呈现高成长性，公司已在14个主要水果品类中成功打造了18个品牌，主打高端水果，榴莲、车厘子、火龙果等为六大核心单品。对于洪九果品的核心优势，天风证券表示，1）稳定高品质的源头选品能力：公司深入原产地直采，有较强的议价能力；2）端到端一体化整合供应链能力，公司自研的洪九星桥大数据系统赋能供应链提效，存货周转天数维持5-7天较高水平；3）国内全渠道的网络辐射能力：公司已覆盖全国300个城市，高效触达各类型客户；4）多品类雁群式风险平衡能力：公司通过拓展多品类的采购以及全渠道的下游铺设，平滑单一水果品类波动及单一渠道震荡带来的系统性风险。财报显示，2021年公司实现主营业务收入102.8亿元，18-21年复合增速103.2%，22H1营收达76.1亿元/同增32.1%；2021年实现经调后净利10.9亿元，18-21年复合增速104.7%，22H1经调净利润8.6亿元/同增42.1%，业绩表现较强成长性。不过，洪九果品是中国第二大鲜果分销商，市场份额只有1.0%，也就是说这是一个高端分散的市场，护城河到底多深值得商榷；2021年公司经调整利润率达10.6%，虽然远超百果园，但几乎个位数的净利率如何获得投资者认可，估值问题存隐忧；销售成本超80%，毛利率过去三年（2019-2021）分别为18.9%、16.6%和15.7%，持续下行，近600亿的市值明显高估了。上市以来公司股价暴涨逾4倍背后，虽然有阿里、广发等明星股东背书，但公司股权高度集中，前25大股东持仓约96%，市场货源只有5000多万，非常容易暴涨暴跌，这才是公司股价暴涨的根源。最近两日公司股价持续大跌，周五跌8%，今日跌超30%，市值362亿港元，大跌的背后一方面公司业绩无法支撑高估值，另一方面，2023年1月26日，公司按照资本化发行而配发及发行6.22亿股新H股，引发投资者用脚投票。","news_type":1,"symbols_score_info":{"00700":0.9,"HSI":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615773712,"gmtCreate":1653268438336,"gmtModify":1653268438336,"author":{"id":"3478604962562619","authorId":"3478604962562619","name":"牛顿的苹果树","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478604962562619","idStr":"3478604962562619"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615773712","repostId":"2236367063","repostType":2,"isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924404743,"gmtCreate":1588555333782,"gmtModify":1704367743475,"author":{"id":"3478604962562619","authorId":"3478604962562619","name":"牛顿的苹果树","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478604962562619","idStr":"3478604962562619"},"themes":[],"htmlText":"<a 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