飞仔小傻瓜的个人主页 - 老虎社区

飞仔小傻瓜

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IP属地：四川

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飞仔小傻瓜

2021-01-30

$游戏驿站(GME)$别人说，华尔街的如同老虎，🐯的屁股摸不得，老子不信邪，今天我就摸摸华尔街的菊花，让它菊花一紧，感受千年杀的酸爽。不要怂，就是干。

飞仔小傻瓜

2020-05-15

$诺瓦瓦克斯医药(NVAX)$让子弹再飞一会儿

飞仔小傻瓜

2025-03-27

$中芯国际(00981)$ 没有利润的企业，如同没有基石的高楼大厦

飞仔小傻瓜

2022-09-02

$Faraday Future(FFIE)$耐心等下跌📉

飞仔小傻瓜

2021-02-02

$游戏驿站(GME)$我坚定的做多，19股，在这一刻纪念一下。

飞仔小傻瓜

2020-09-03

$圆通速递国际(06123)$躺在高岗上睡不着觉了

飞仔小傻瓜

2023-08-02

$硅谷银行(SIVBQ)$ 股权清零，我还是太年轻了。

飞仔小傻瓜

2021-04-05

$RLX科技(RLX)$你考虑的持有，和我见到的持有，不一样的感觉，不一样的生活

飞仔小傻瓜

2020-03-19

$哔哩哔哩(BILI)$损失惨重，mark

飞仔小傻瓜

2020-01-14

$特斯拉(TSLA)$要哭了，要绿色啦

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18:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 公告：<strong>公司已与一家独立经纪商签订协议，将在香港联合交易所购回不超过25亿港元的B类普通股。该自动股份购回计划将于2026年1月23日开始实施，结束日期为以下最早日期：2026年股东周年大会前一日、回购金额达到25亿港元或根据经纪协议条款提前终止。</strong></p><p>小米集团已申请并获得豁免，允许在限制期内进行股份购回。公司认为此计划将展现对业务前景的信心，并符合股东整体最佳利益。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cb6ce30071eff959fb59b73906afe9\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126416555","content_text":"小米集团-W 公告：公司已与一家独立经纪商签订协议，将在香港联合交易所购回不超过25亿港元的B类普通股。该自动股份购回计划将于2026年1月23日开始实施，结束日期为以下最早日期：2026年股东周年大会前一日、回购金额达到25亿港元或根据经纪协议条款提前终止。小米集团已申请并获得豁免，允许在限制期内进行股份购回。公司认为此计划将展现对业务前景的信心，并符合股东整体最佳利益。","news_type":1,"symbols_score_info":{"01810":2,"XIACY":2}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500959671919360,"gmtCreate":1763345240496,"gmtModify":1763345370639,"author":{"id":"3539332287622809","authorId":"3539332287622809","name":"飞仔小傻瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3539332287622809","authorIdStr":"3539332287622809"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> 新国标征求意见稿就差直接点名小米集团旗下所有的车，包括，机械门把手！易车网连这些保命的拆车都不讲，去讲用料！[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;[惊讶]&nbsp; 我当时就震惊了啦！","listText":"<a 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16:27","market":"sh","language":"zh","title":"港股综述｜三大指数齐升逾2%！半导体板块、有色金属板块全天强势，机器人概念股午后表现活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=1100514646","media":"老虎资讯综合","summary":"半导体板块、有色金属板块全天强势，机器人概念股午后表现活跃11月6日，港股三大指数呈现高开高走行情，市场做多情绪回稳，一举收复月内全部跌幅。科创50指数涨超3%，磷化工、有色金属板块走高11月6日，A股三大指数今日集体上涨，沪指重回4000点；截至收盘，沪指涨0.97%报4004点，深证成指涨1.73%，创业板指涨1.84%，科创50指数涨3.34%。","content":"<html><head></head><body><h2 id=\"id_3578865522\">港股行情</h2><p><strong>港股收评：三大指数齐升逾2%！半导体板块、有色金属板块全天强势，机器人概念股午后表现活跃</strong></p><p>11月6日，港股三大指数呈现高开高走行情，市场做多情绪回稳，一举收复月内全部跌幅。截止收盘，恒生科技指数尾盘一度涨至3%，最终收涨2.74%，恒生指数、国企指数分别上涨2.12%及2.1%，恒指上扬达550点报26485点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4677e5f5933081396397fa82b0a11ce\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>权重科技股集体上涨助力大市向好，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨超4%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超3%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超2%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad0a2a66d006df54b514291bf321b5d\" tg-width=\"560\" tg-height=\"240\"/></p><p>内险股集体走高，<a href=\"https://laohu8.com/S/01336\">新华保险</a>、<a href=\"https://laohu8.com/S/02628\">中国人寿</a>涨近5%，<a href=\"https://laohu8.com/S/01339\">中国人民保险集团</a>、<a href=\"https://laohu8.com/S/02328\">中国财险</a>、<a href=\"https://laohu8.com/S/02318\">中国平安</a>涨超3%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3954ed065f8d37287c0707762a68b400\" tg-width=\"560\" tg-height=\"240\"/></p><p>中资券商股普涨，<a href=\"https://laohu8.com/S/06886\">华泰证券</a>涨超5%，<a href=\"https://laohu8.com/S/01776\">广发证券</a>涨超4%，<a href=\"https://laohu8.com/S/06881\">中国银河</a>、<a href=\"https://laohu8.com/S/03958\">东方证券</a>、<a href=\"https://laohu8.com/S/02611\">国泰海通</a>涨超3%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f694aeae024dda015e9b47e8f199a374\" tg-width=\"560\" tg-height=\"240\"/></p><p>半导体板块全线反弹，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨超9%，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨超7%，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>涨近6%，<a href=\"https://laohu8.com/S/02149\">贝克微</a>、<a href=\"https://laohu8.com/S/01385\">上海复旦</a>涨超4%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c459be73e98bd5f5a96a71176c2c57f8\" tg-width=\"560\" tg-height=\"240\"/></p><p>有色金属板块集体上涨，<a href=\"https://laohu8.com/S/02600\">中国铝业</a>涨超11%，<a href=\"https://laohu8.com/S/01378\">中国宏桥</a>涨近10%，<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>涨超6%，<a href=\"https://laohu8.com/S/03993\">洛阳钼业</a>、<a href=\"https://laohu8.com/S/02068\">中铝国际</a>涨近6%，<a href=\"https://laohu8.com/S/09696\">天齐锂业</a>涨超5%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/794e349643a40fe40fcc130c61927e14\" tg-width=\"560\" tg-height=\"240\"/></p><p>黄金及贵金属板块活跃，<a href=\"https://laohu8.com/S/02259\">紫金黄金国际</a>涨超8%，<a href=\"https://laohu8.com/S/00340\">潼关黄金</a>涨超7%，<a href=\"https://laohu8.com/S/03330\">灵宝黄金</a>、<a href=\"https://laohu8.com/S/03939\">万国黄金集团</a>涨超6%，<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>涨超4%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17848008a16c6520d2b5202a605ea1ae\" tg-width=\"560\" tg-height=\"240\"/></p><p>机器人概念股走强，<a href=\"https://laohu8.com/S/02050\">三花智控</a>涨超7%，<a href=\"https://laohu8.com/S/00179\">德昌电机控股</a>、<a href=\"https://laohu8.com/S/06613\">蓝思科技</a>涨超6%，<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>涨超4%，<a href=\"https://laohu8.com/S/09660\">地平线机器人-W</a>涨超3%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92f1f011c9eeb08d477a61ef5d92e5f8\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/02722\">重庆机电</a>涨超25%，微软CEO直言电力短缺成算力新瓶颈，海外AIDC发电机需求巨大；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687162ede03bf218f07317a9bcd940f2\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/02338\">潍柴动力</a>涨超20%，Ceres Power宣布与潍柴动力签署固体氧化物燃料电池(SOFC)制造许可协议；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0b92b5c87fef2b24b93a85343a5fa28\" tg-width=\"560\" tg-height=\"240\"/></p><p>四只新股同日上市！<a href=\"https://laohu8.com/S/02630\">旺山旺水-B</a>涨超145%、<a href=\"https://laohu8.com/S/02026\">小马智行-W</a>跌超9%、<a href=\"https://laohu8.com/S/00800\">文远知行-W</a>跌近10%、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>跌8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46320e17ad8a10ef7bd6093a5861c212\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1542437220\">A股行情</h2><p><strong>A股收评：沪指涨近1%重回4000点！科创50指数涨超3%，磷化工、有色金属板块走高</strong></p><p>11月6日，A股三大指数今日集体上涨，沪指重回4000点；截至收盘，沪指涨0.97%报4004点，深证成指涨1.73%，创业板指涨1.84%，科创50指数涨3.34%。全市场成交额2.08万亿元，较前一交易日增量1816亿元，近2900股上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1705dc51a895627ffdf8d4888052a170\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，化肥、磷化工板块走高，<a href=\"https://laohu8.com/S/600096\">云天化</a>、<a href=\"https://laohu8.com/S/002170\">芭田股份</a>等多股涨停；近七成有色股前三季度净利增长，有色金属板块爆发，<a href=\"https://laohu8.com/S/601600\">中国铝业</a>、<a href=\"https://laohu8.com/S/600219\">南山铝业</a>等多股涨停；小鹏人形机器人IRON亮相，机器人板块活跃，<a href=\"https://laohu8.com/S/300403\">汉宇集团</a>一度触及涨停；CPO概念拉升，<a href=\"https://laohu8.com/S/603052\">可川科技</a>涨停；半导体、存储芯片、电源设备及激光雷达等板块涨幅居前。另外，近期连续大涨的海南板块回调，<a href=\"https://laohu8.com/S/603069\">海汽集团</a>跌停；船舶制造板块走低，<a href=\"https://laohu8.com/S/300589\">江龙船艇</a>领跌；旅游酒店板块走弱，<a href=\"https://laohu8.com/S/600593\">大连圣亚</a>跌停；影视概念、免税概念及短剧概念等跌幅居前。</p></body></html>","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>港股综述｜三大指数齐升逾2%！半导体板块、有色金属板块全天强势，机器人概念股午后表现活跃</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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港股综述｜三大指数齐升逾2%！半导体板块、有色金属板块全天强势，机器人概念股午后表现活跃\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-06 16:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_3578865522\">港股行情</h2><p><strong>港股收评：三大指数齐升逾2%！半导体板块、有色金属板块全天强势，机器人概念股午后表现活跃</strong></p><p>11月6日，港股三大指数呈现高开高走行情，市场做多情绪回稳，一举收复月内全部跌幅。截止收盘，恒生科技指数尾盘一度涨至3%，最终收涨2.74%，恒生指数、国企指数分别上涨2.12%及2.1%，恒指上扬达550点报26485点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4677e5f5933081396397fa82b0a11ce\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>权重科技股集体上涨助力大市向好，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨超4%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超3%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超2%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad0a2a66d006df54b514291bf321b5d\" tg-width=\"560\" tg-height=\"240\"/></p><p>内险股集体走高，<a href=\"https://laohu8.com/S/01336\">新华保险</a>、<a href=\"https://laohu8.com/S/02628\">中国人寿</a>涨近5%，<a href=\"https://laohu8.com/S/01339\">中国人民保险集团</a>、<a href=\"https://laohu8.com/S/02328\">中国财险</a>、<a href=\"https://laohu8.com/S/02318\">中国平安</a>涨超3%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3954ed065f8d37287c0707762a68b400\" tg-width=\"560\" tg-height=\"240\"/></p><p>中资券商股普涨，<a href=\"https://laohu8.com/S/06886\">华泰证券</a>涨超5%，<a href=\"https://laohu8.com/S/01776\">广发证券</a>涨超4%，<a href=\"https://laohu8.com/S/06881\">中国银河</a>、<a href=\"https://laohu8.com/S/03958\">东方证券</a>、<a href=\"https://laohu8.com/S/02611\">国泰海通</a>涨超3%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f694aeae024dda015e9b47e8f199a374\" tg-width=\"560\" tg-height=\"240\"/></p><p>半导体板块全线反弹，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨超9%，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨超7%，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>涨近6%，<a href=\"https://laohu8.com/S/02149\">贝克微</a>、<a href=\"https://laohu8.com/S/01385\">上海复旦</a>涨超4%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c459be73e98bd5f5a96a71176c2c57f8\" tg-width=\"560\" tg-height=\"240\"/></p><p>有色金属板块集体上涨，<a href=\"https://laohu8.com/S/02600\">中国铝业</a>涨超11%，<a href=\"https://laohu8.com/S/01378\">中国宏桥</a>涨近10%，<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>涨超6%，<a href=\"https://laohu8.com/S/03993\">洛阳钼业</a>、<a href=\"https://laohu8.com/S/02068\">中铝国际</a>涨近6%，<a href=\"https://laohu8.com/S/09696\">天齐锂业</a>涨超5%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/794e349643a40fe40fcc130c61927e14\" tg-width=\"560\" tg-height=\"240\"/></p><p>黄金及贵金属板块活跃，<a href=\"https://laohu8.com/S/02259\">紫金黄金国际</a>涨超8%，<a href=\"https://laohu8.com/S/00340\">潼关黄金</a>涨超7%，<a href=\"https://laohu8.com/S/03330\">灵宝黄金</a>、<a href=\"https://laohu8.com/S/03939\">万国黄金集团</a>涨超6%，<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>涨超4%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17848008a16c6520d2b5202a605ea1ae\" tg-width=\"560\" tg-height=\"240\"/></p><p>机器人概念股走强，<a href=\"https://laohu8.com/S/02050\">三花智控</a>涨超7%，<a href=\"https://laohu8.com/S/00179\">德昌电机控股</a>、<a href=\"https://laohu8.com/S/06613\">蓝思科技</a>涨超6%，<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>涨超4%，<a href=\"https://laohu8.com/S/09660\">地平线机器人-W</a>涨超3%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92f1f011c9eeb08d477a61ef5d92e5f8\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/02722\">重庆机电</a>涨超25%，微软CEO直言电力短缺成算力新瓶颈，海外AIDC发电机需求巨大；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687162ede03bf218f07317a9bcd940f2\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/02338\">潍柴动力</a>涨超20%，Ceres Power宣布与潍柴动力签署固体氧化物燃料电池(SOFC)制造许可协议；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0b92b5c87fef2b24b93a85343a5fa28\" tg-width=\"560\" tg-height=\"240\"/></p><p>四只新股同日上市！<a href=\"https://laohu8.com/S/02630\">旺山旺水-B</a>涨超145%、<a href=\"https://laohu8.com/S/02026\">小马智行-W</a>跌超9%、<a href=\"https://laohu8.com/S/00800\">文远知行-W</a>跌近10%、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>跌8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46320e17ad8a10ef7bd6093a5861c212\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1542437220\">A股行情</h2><p><strong>A股收评：沪指涨近1%重回4000点！科创50指数涨超3%，磷化工、有色金属板块走高</strong></p><p>11月6日，A股三大指数今日集体上涨，沪指重回4000点；截至收盘，沪指涨0.97%报4004点，深证成指涨1.73%，创业板指涨1.84%，科创50指数涨3.34%。全市场成交额2.08万亿元，较前一交易日增量1816亿元，近2900股上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1705dc51a895627ffdf8d4888052a170\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，化肥、磷化工板块走高，<a href=\"https://laohu8.com/S/600096\">云天化</a>、<a href=\"https://laohu8.com/S/002170\">芭田股份</a>等多股涨停；近七成有色股前三季度净利增长，有色金属板块爆发，<a href=\"https://laohu8.com/S/601600\">中国铝业</a>、<a href=\"https://laohu8.com/S/600219\">南山铝业</a>等多股涨停；小鹏人形机器人IRON亮相，机器人板块活跃，<a href=\"https://laohu8.com/S/300403\">汉宇集团</a>一度触及涨停；CPO概念拉升，<a href=\"https://laohu8.com/S/603052\">可川科技</a>涨停；半导体、存储芯片、电源设备及激光雷达等板块涨幅居前。另外，近期连续大涨的海南板块回调，<a href=\"https://laohu8.com/S/603069\">海汽集团</a>跌停；船舶制造板块走低，<a href=\"https://laohu8.com/S/300589\">江龙船艇</a>领跌；旅游酒店板块走弱，<a href=\"https://laohu8.com/S/600593\">大连圣亚</a>跌停；影视概念、免税概念及短剧概念等跌幅居前。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","01347":"华虹半导体","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100514646","content_text":"港股行情港股收评：三大指数齐升逾2%！半导体板块、有色金属板块全天强势，机器人概念股午后表现活跃11月6日，港股三大指数呈现高开高走行情，市场做多情绪回稳，一举收复月内全部跌幅。截止收盘，恒生科技指数尾盘一度涨至3%，最终收涨2.74%，恒生指数、国企指数分别上涨2.12%及2.1%，恒指上扬达550点报26485点。权重科技股集体上涨助力大市向好，阿里巴巴-W涨超4%，京东集团-SW涨超3%，腾讯控股、美团-W、快手-W涨超2%；内险股集体走高，新华保险、中国人寿涨近5%，中国人民保险集团、中国财险、中国平安涨超3%；中资券商股普涨，华泰证券涨超5%，广发证券涨超4%，中国银河、东方证券、国泰海通涨超3%；半导体板块全线反弹，华虹半导体涨超9%，中芯国际涨超7%，英诺赛科涨近6%，贝克微、上海复旦涨超4%；有色金属板块集体上涨，中国铝业涨超11%，中国宏桥涨近10%，赣锋锂业涨超6%，洛阳钼业、中铝国际涨近6%，天齐锂业涨超5%；黄金及贵金属板块活跃，紫金黄金国际涨超8%，潼关黄金涨超7%，灵宝黄金、万国黄金集团涨超6%，紫金矿业涨超4%；机器人概念股走强，三花智控涨超7%，德昌电机控股、蓝思科技涨超6%，瑞声科技涨超4%，地平线机器人-W涨超3%；重庆机电涨超25%，微软CEO直言电力短缺成算力新瓶颈，海外AIDC发电机需求巨大；潍柴动力涨超20%，Ceres Power宣布与潍柴动力签署固体氧化物燃料电池(SOFC)制造许可协议；四只新股同日上市！旺山旺水-B涨超145%、小马智行-W跌超9%、文远知行-W跌近10%、均胜电子跌8%。A股行情A股收评：沪指涨近1%重回4000点！科创50指数涨超3%，磷化工、有色金属板块走高11月6日，A股三大指数今日集体上涨，沪指重回4000点；截至收盘，沪指涨0.97%报4004点，深证成指涨1.73%，创业板指涨1.84%，科创50指数涨3.34%。全市场成交额2.08万亿元，较前一交易日增量1816亿元，近2900股上涨。盘面上，化肥、磷化工板块走高，云天化、芭田股份等多股涨停；近七成有色股前三季度净利增长，有色金属板块爆发，中国铝业、南山铝业等多股涨停；小鹏人形机器人IRON亮相，机器人板块活跃，汉宇集团一度触及涨停；CPO概念拉升，可川科技涨停；半导体、存储芯片、电源设备及激光雷达等板块涨幅居前。另外，近期连续大涨的海南板块回调，海汽集团跌停；船舶制造板块走低，江龙船艇领跌；旅游酒店板块走弱，大连圣亚跌停；影视概念、免税概念及短剧概念等跌幅居前。","news_type":1,"symbols_score_info":{"01347":2,"HSI":2,"HSTECH":2}},"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493751789306696,"gmtCreate":1761565801976,"gmtModify":1761565804469,"author":{"id":"3539332287622809","authorId":"3539332287622809","name":"飞仔小傻瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3539332287622809","authorIdStr":"3539332287622809"},"themes":[],"htmlText":"你确定是拯救了，不过是回光返造，利用利好消息让大股东先撤走","listText":"你确定是拯救了，不过是回光返造，利用利好消息让大股东先撤走","text":"你确定是拯救了，不过是回光返造，利用利好消息让大股东先撤走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493751789306696","repostId":"2577694373","repostType":2,"repost":{"id":"2577694373","kind":"news","pubTimestamp":1761099780,"share":"https://www.laohu8.com/m/news/2577694373?lang=zh_CN&edition=full","pubTime":"2025-10-22 10:23","market":"us","language":"zh","title":"沃尔玛救了人造肉，Beyond Meat又燃起一束光","url":"https://stock-news.laohu8.com/highlight/detail?id=2577694373","media":"涌流商业","summary":"经历了过山车一样的行情。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b774a464f67f21c8d1a7015e503c9dac\" tg-width=\"1080\" tg-height=\"797\"/></p><p>作者 | 李伟</p><p>上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股<a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b3c09693f9d20bfbbca639dcf2e7ecb\" tg-width=\"560\" tg-height=\"240\"/></p><p>10月21日，Beyond Meat宣布计划将分销渠道拓展至<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约15亿美元。</p><p>曾经风头无两的植物肉第一品牌Beyond Meat，在过去数年市值严重缩水，它的股价曾在2019年达到历史高点230多美元，市值高达百亿美元。</p><p>资本市场吹起了一个泡沫，又戳破了它。投资圈里几乎没人在谈论它了，即便是当年做出过天量市场规模预测的分析师。留下Beyond Meat在持续亏损和10亿多美元的债务中挣扎，财务前景岌岌可危。</p><p>持续数年之久的跌宕剧情，裹挟了许多人和事；追随植物肉故事的人们，从躁动兴奋到落寞离场，如今又燃起一束光。</p><p>五年由盛及衰</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77511ca49bcd9ffefdde5ea8e92a4c65\" tg-width=\"1080\" tg-height=\"712\"/></p><p>Beyond Meat自2012年推出第一款产品以来，一直在生产植物性肉类替代品，包括汉堡、香肠、肉丸、肉干。许多消费者尝试过几次后，依旧选择新鲜且便宜的普通肉类。</p><p>Beyond Meat每个季度都在亏损，11.5亿美元的债务将于2027年3月到期。Beyond Meat停止了中国业务，这里曾被视为主要潜在增长市场，这也标志着公司停止全球扩张。</p><p>这家植物肉第一品牌的发展可分为两个阶段，爆发式增长阶段（2016-2021年）和收缩阶段（2022年至今）。</p><p>在第一阶段，由于技术革新、知名投资人背书，公司呈指数级增长，收入在五年内增长了28倍，虽然未能盈利。</p><p>第二阶段，需求疲软，2022年收入比2021年降低了30%，2022年和2023年毛利润都为负数。2024年全年，收入再下降4.9%至3.265亿美元，净亏损从2023年的3.381亿美元收窄至1.603亿美元。</p><p>初生逢时</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/941e1f2c06cef24ace8bbb942ea7fffc\" tg-width=\"1080\" tg-height=\"778\"/></p><p>Beyond Meat由Ethan Brown于2009年创立，2019年5月IPO。</p><p>Brown是华盛顿人，在马里兰州的农场度过一段时间后，逐渐成了素食主义者。在创办公司时，Brown从密苏里大学获得了技术授权，通过从豌豆等来源中提取蛋白质、将其与菜籽油、淀粉、甜菜汁色素等成分混合，制成看起来像真牛肉的产品。</p><p>Beyond Meat的产品代表了行业分界线——它之前，素食汉堡味同嚼蜡；它之后，味道可以让大多数人接受。逐渐地，Beyond Meat从Whole Foods超市走向餐厅、高档酒店（如丽思卡尔顿）。</p><p>知名投资者极力追捧，包括比尔·盖茨、影星<a href=\"https://laohu8.com/S/0ONG.UK\">莱昂纳多</a>·迪卡普里奥、<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>前首席执行官唐·汤普森等。</p><p>来自比尔·盖茨的认可是极好的背书。盖茨本人非常喜欢芝士汉堡，但他担忧畜牧业造成环境负担。于是，他成为许多家植物肉公司的早期投资者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34e8cfdefe87e0b6cf86edd191f0dc12\" tg-width=\"890\" tg-height=\"501\"/></p><p>2019年5月，Beyond Meat成功IPO，IPO价格为46美元，不到三个月就冲上239美元。同期市场表现唯一可以媲美的公司是<a href=\"https://laohu8.com/S/ZM\">Zoom</a>。投资者押注消费者对植物肉的兴趣会不断上升，公司能与世界各地的连锁餐厅建立合作，潜在市场无限好。</p><p>2019年8月，肯德基与Beyond Meat合作测试植物肉鸡块，后者股价随即上涨至154美元。</p><p>上市两个多月后，Beyond Meat市值达到<a href=\"https://laohu8.com/S/BG\">邦吉</a>Bunge的约1.5倍，后者是全球四大粮商之一，成立于1818年。</p><p>2020年，Beyond Meat将目光投向中国，不仅和<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、肯德基、必胜客合作，还进入零售市场，在盒马鲜生上架销售。</p><p>当时，把植物肉引入豆腐发明地、美食王国中国，Beyond Meat的决策其实一直有争议。意气风发的管理层没理会，决定在中国建厂。在中国建厂之前，Beyond Meat还在荷兰启动了欧洲首家工厂。</p><p>喧嚣过后</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c217379666012f8f51b1f6f948c8fb05\" tg-width=\"1080\" tg-height=\"727\"/></p><p>2019年至2021年，Beyond Meat销售额增长了56%，达到4.65亿美元，但同时成本和债务增长得更快。</p><p>同期，与研发相关的费用增加了两倍多，资本支出增加了五倍多。2021年1月，公司签署了一份价值超过1.5亿美元的12年租约，要建造面积约为旧园区100倍的新园区。</p><p>2016年至2021 年底，公司全职员工和合同工规模膨胀了约10倍。加之在荷兰和中国的工厂投入，公司的亏损从1200万美元扩大至1.82亿美元。</p><p>一些细微的问题，加剧了经营压力。比如Beyond Meat向欧洲扩张时，汉堡和香肠很容易变质，因为欧洲冰柜的温度设定比美国高，致使大量浪费。某些产品报废率甚至占销售额的20%-35%。</p><p>植物肉树大招风，反对者组织在电视、报纸上刊登整版广告来质问，“植物肉里藏着什么？”，质疑植物肉盐、糖、添加剂、防腐剂、人造香料含量过高，比牛肉和猪肉更不健康。</p><p>2022年秋，Beyond Meat搬入洛杉矶占地30万平方英尺的新园区时，已经开始裁员、19%的员工离开。</p><p>2021年3月，Beyond Meat曾发行了价值10亿美元的可转换高级债券。公司的财务状况，几乎无法全额偿还债务。截至2024年12月31日，公司拥有现金和现金等价物1.456亿美元，未偿债务总额超11亿美元，2027年3月到期。</p><p>在沃尔玛宣布这一消息之前，Beyond Meat最近还披露了一项债务互换协议，以减少公司债务，但稀释了股票数量。</p></body></html>","source":"lsy1670243073133","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>沃尔玛救了人造肉，Beyond Meat又燃起一束光</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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沃尔玛救了人造肉，Beyond Meat又燃起一束光\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 10:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b><strong>涌流商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 李伟上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股Beyond Meat，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。10月21日，Beyond Meat宣布计划将分销渠道拓展至沃尔玛。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b\">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/b774a464f67f21c8d1a7015e503c9dac","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577694373","content_text":"作者 | 李伟上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股Beyond Meat，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。10月21日，Beyond Meat宣布计划将分销渠道拓展至沃尔玛。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约15亿美元。曾经风头无两的植物肉第一品牌Beyond Meat，在过去数年市值严重缩水，它的股价曾在2019年达到历史高点230多美元，市值高达百亿美元。资本市场吹起了一个泡沫，又戳破了它。投资圈里几乎没人在谈论它了，即便是当年做出过天量市场规模预测的分析师。留下Beyond Meat在持续亏损和10亿多美元的债务中挣扎，财务前景岌岌可危。持续数年之久的跌宕剧情，裹挟了许多人和事；追随植物肉故事的人们，从躁动兴奋到落寞离场，如今又燃起一束光。五年由盛及衰Beyond Meat自2012年推出第一款产品以来，一直在生产植物性肉类替代品，包括汉堡、香肠、肉丸、肉干。许多消费者尝试过几次后，依旧选择新鲜且便宜的普通肉类。Beyond Meat每个季度都在亏损，11.5亿美元的债务将于2027年3月到期。Beyond Meat停止了中国业务，这里曾被视为主要潜在增长市场，这也标志着公司停止全球扩张。这家植物肉第一品牌的发展可分为两个阶段，爆发式增长阶段（2016-2021年）和收缩阶段（2022年至今）。在第一阶段，由于技术革新、知名投资人背书，公司呈指数级增长，收入在五年内增长了28倍，虽然未能盈利。第二阶段，需求疲软，2022年收入比2021年降低了30%，2022年和2023年毛利润都为负数。2024年全年，收入再下降4.9%至3.265亿美元，净亏损从2023年的3.381亿美元收窄至1.603亿美元。初生逢时Beyond Meat由Ethan Brown于2009年创立，2019年5月IPO。Brown是华盛顿人，在马里兰州的农场度过一段时间后，逐渐成了素食主义者。在创办公司时，Brown从密苏里大学获得了技术授权，通过从豌豆等来源中提取蛋白质、将其与菜籽油、淀粉、甜菜汁色素等成分混合，制成看起来像真牛肉的产品。Beyond Meat的产品代表了行业分界线——它之前，素食汉堡味同嚼蜡；它之后，味道可以让大多数人接受。逐渐地，Beyond Meat从Whole Foods超市走向餐厅、高档酒店（如丽思卡尔顿）。知名投资者极力追捧，包括比尔·盖茨、影星莱昂纳多·迪卡普里奥、麦当劳前首席执行官唐·汤普森等。来自比尔·盖茨的认可是极好的背书。盖茨本人非常喜欢芝士汉堡，但他担忧畜牧业造成环境负担。于是，他成为许多家植物肉公司的早期投资者。2019年5月，Beyond Meat成功IPO，IPO价格为46美元，不到三个月就冲上239美元。同期市场表现唯一可以媲美的公司是Zoom。投资者押注消费者对植物肉的兴趣会不断上升，公司能与世界各地的连锁餐厅建立合作，潜在市场无限好。2019年8月，肯德基与Beyond Meat合作测试植物肉鸡块，后者股价随即上涨至154美元。上市两个多月后，Beyond Meat市值达到邦吉Bunge的约1.5倍，后者是全球四大粮商之一，成立于1818年。2020年，Beyond Meat将目光投向中国，不仅和星巴克、肯德基、必胜客合作，还进入零售市场，在盒马鲜生上架销售。当时，把植物肉引入豆腐发明地、美食王国中国，Beyond Meat的决策其实一直有争议。意气风发的管理层没理会，决定在中国建厂。在中国建厂之前，Beyond Meat还在荷兰启动了欧洲首家工厂。喧嚣过后2019年至2021年，Beyond Meat销售额增长了56%，达到4.65亿美元，但同时成本和债务增长得更快。同期，与研发相关的费用增加了两倍多，资本支出增加了五倍多。2021年1月，公司签署了一份价值超过1.5亿美元的12年租约，要建造面积约为旧园区100倍的新园区。2016年至2021 年底，公司全职员工和合同工规模膨胀了约10倍。加之在荷兰和中国的工厂投入，公司的亏损从1200万美元扩大至1.82亿美元。一些细微的问题，加剧了经营压力。比如Beyond Meat向欧洲扩张时，汉堡和香肠很容易变质，因为欧洲冰柜的温度设定比美国高，致使大量浪费。某些产品报废率甚至占销售额的20%-35%。植物肉树大招风，反对者组织在电视、报纸上刊登整版广告来质问，“植物肉里藏着什么？”，质疑植物肉盐、糖、添加剂、防腐剂、人造香料含量过高，比牛肉和猪肉更不健康。2022年秋，Beyond Meat搬入洛杉矶占地30万平方英尺的新园区时，已经开始裁员、19%的员工离开。2021年3月，Beyond 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11:32","market":"hk","language":"zh","title":"小米汽车助力，北京一季度汽车产量超越上海","url":"https://stock-news.laohu8.com/highlight/detail?id=2530641370","media":"金融界","summary":"北京汽车产量之所以能够赶超上海，和小米的强劲表现密不可分。最终，一季度上海汽车产量37万辆，略低于北京，但在新能源汽车产量上，上海仍然以21.4万辆领先北京的12.2万辆。不过有个趋势需要注意，一季度汽车产量增速北京为25.8%，上海为-8.6%；一季度新能源汽车产量增速北京为114.6%，上海为-24.2%。除了小米汽车，理想汽车位于北京的顺义工厂也已竣工投产，将为北京汽车产量再创新高做出贡献。","content":"<html><body><article><p>一季度各省的汽车产量公布，北京以38.7万辆重回十强并且超越了上海，上次北京全年汽车产量超过上海，还是在2009年，今年北京取得了一个好的开局，有望复刻2009年的领先。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250428113210545d201elypaa4joaw\"/><p><a href=\"https://laohu8.com/S/01958\">北京汽车</a>产量之所以能够赶超上海，和小米的强劲表现密不可分。小米今年一季度共交付了7.46万辆；同期<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海超级工厂交付Model 3和焕新Model Y超17.2万辆，同比下滑超22%。最终，一季度上海汽车产量37万辆，略低于北京，但在新能源汽车产量上，上海仍然以21.4万辆领先北京的12.2万辆。不过有个趋势需要注意，一季度汽车产量增速北京为25.8%，上海为-8.6%；一季度新能源汽车产量增速北京为114.6%，上海为-24.2%。</p><p>除了小米汽车，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>位于北京的顺义工厂也已竣工投产，将为北京汽车产量再创新高做出贡献。根据北京市2023年提出的新能源汽车高质量发展实施方案，到2025年新能源汽车在京产量将超过30万辆。上海也在积极拓展新能源汽车版图，前不久与<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>签署合作协议，将在金山区设立工厂生产雷克萨斯电动汽车，初期产能10万辆/年。</p><p>今年一季度，全国汽车产量十强省份排名如下：安徽76.2万辆，其中新能源37.9万辆；广东66.5万辆，其中新能源21.7万辆；山东57.6万辆，其中新能源21.1万辆；重庆55.9万辆，其中新能源18.7万辆；江苏52.2万辆，其中新能源28.8万辆；陕西45.3万辆，其中新能源31.8万辆；北京38.7万辆，其中新能源12.2万辆；浙江38.7万辆，其中新能源23.1万辆；上海37万辆，其中新能源21.4万辆；湖南36.8万辆，其中新能源23.1万辆。随着各省对于汽车产业的重视，汽车产量第一省的争夺也会越来越激烈。</p></article></body></html>","source":"tencent","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>小米汽车助力，北京一季度汽车产量超越上海</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小米汽车助力，北京一季度汽车产量超越上海\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-28 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042811321294e550bb&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季度各省的汽车产量公布，北京以38.7万辆重回十强并且超越了上海，上次北京全年汽车产量超过上海，还是在2009年，今年北京取得了一个好的开局，有望复刻2009年的领先。北京汽车产量之所以能够赶超上海，和小米的强劲表现密不可分。小米今年一季度共交付了7.46万辆；同期特斯拉上海超级工厂交付Model 3和焕新Model Y超17.2万辆，同比下滑超22%。最终，一季度上海汽车产量37万辆，略低于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042811321294e550bb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","01958":"北京汽车","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","BK1607":"新IT概念","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" 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INC","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042811321294e550bb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2530641370","content_text":"一季度各省的汽车产量公布，北京以38.7万辆重回十强并且超越了上海，上次北京全年汽车产量超过上海，还是在2009年，今年北京取得了一个好的开局，有望复刻2009年的领先。北京汽车产量之所以能够赶超上海，和小米的强劲表现密不可分。小米今年一季度共交付了7.46万辆；同期特斯拉上海超级工厂交付Model 3和焕新Model Y超17.2万辆，同比下滑超22%。最终，一季度上海汽车产量37万辆，略低于北京，但在新能源汽车产量上，上海仍然以21.4万辆领先北京的12.2万辆。不过有个趋势需要注意，一季度汽车产量增速北京为25.8%，上海为-8.6%；一季度新能源汽车产量增速北京为114.6%，上海为-24.2%。除了小米汽车，理想汽车位于北京的顺义工厂也已竣工投产，将为北京汽车产量再创新高做出贡献。根据北京市2023年提出的新能源汽车高质量发展实施方案，到2025年新能源汽车在京产量将超过30万辆。上海也在积极拓展新能源汽车版图，前不久与丰田汽车签署合作协议，将在金山区设立工厂生产雷克萨斯电动汽车，初期产能10万辆/年。今年一季度，全国汽车产量十强省份排名如下：安徽76.2万辆，其中新能源37.9万辆；广东66.5万辆，其中新能源21.7万辆；山东57.6万辆，其中新能源21.1万辆；重庆55.9万辆，其中新能源18.7万辆；江苏52.2万辆，其中新能源28.8万辆；陕西45.3万辆，其中新能源31.8万辆；北京38.7万辆，其中新能源12.2万辆；浙江38.7万辆，其中新能源23.1万辆；上海37万辆，其中新能源21.4万辆；湖南36.8万辆，其中新能源23.1万辆。随着各省对于汽车产业的重视，汽车产量第一省的争夺也会越来越激烈。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"01958":0.9,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":3471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417870847775136,"gmtCreate":1743060674205,"gmtModify":1743060675661,"author":{"id":"3539332287622809","authorId":"3539332287622809","name":"飞仔小傻瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3539332287622809","authorIdStr":"3539332287622809"},"themes":[],"htmlText":"<a 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[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408040789512224,"gmtCreate":1740634139914,"gmtModify":1740634141693,"author":{"id":"3539332287622809","authorId":"3539332287622809","name":"飞仔小傻瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3539332287622809","authorIdStr":"3539332287622809"},"themes":[],"htmlText":"悦","listText":"悦","text":"悦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408040789512224","repostId":"2514813460","repostType":2,"repost":{"id":"2514813460","kind":"news","pubTimestamp":1740618488,"share":"https://www.laohu8.com/m/news/2514813460?lang=zh_CN&edition=full","pubTime":"2025-02-27 09:08","market":"sh","language":"zh","title":"【2月26日两融净买入前十：海光信息（8.06亿元）、中芯国际（4.15亿元）】沪深两市数据显示，2月26日，融资净买入前十的股票分别为：海光信息（8.06亿元）、中芯国际（4.15亿元）、澜起科技（3.12亿元）、云赛智联（2.23亿元）、科华数据（2.13亿元）、紫光股份（2.12亿元）、利和兴（2.05亿元）、拓维信息（1.83亿元）、全志科技（1.81亿元）、机器人（1.64亿元）。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514813460","media":"金融界","summary":"沪深两市数据显示，2月26日，融资净买入前十的股票分别为：海光信息（8.06亿元）、中芯国际（4.15亿元）、澜起科技（3.12亿元）、云赛智联（2.23亿元）、科华数据（2.13亿元）、紫光股份（2.12亿元）、利和兴（2.05亿元）、拓维信息（1.83亿元）、全志科技（1.81亿元）、机器人（1.64亿元）。","content":"<html><body><div>沪深两市数据显示，2月26日，融资净买入前十的股票分别为：<span><a href=\"https://laohu8.com/S/688041\">海光信息</a></span>（8.06亿元）、<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span>（4.15亿元）、<span><a href=\"https://laohu8.com/S/688008\">澜起科技</a></span>（3.12亿元）、<span><a href=\"https://laohu8.com/S/600602\">云赛智联</a></span>（2.23亿元）、<span><a href=\"https://laohu8.com/S/002335\">科华数据</a></span>（2.13亿元）、<span><a href=\"https://laohu8.com/S/000938\">紫光股份</a></span>（2.12亿元）、<span><a href=\"https://laohu8.com/S/301013\">利和兴</a></span>（2.05亿元）、<span><a href=\"https://laohu8.com/S/002261\">拓维信息</a></span>（1.83亿元）、<span><a href=\"https://laohu8.com/S/300458\">全志科技</a></span>（1.81亿元）、<span>机器人</span>（1.64亿元）。</div></body></html>","source":"jinrongjie_stock","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>【2月26日两融净买入前十：海光信息（8.06亿元）、中芯国际（4.15亿元）】沪深两市数据显示，2月26日，融资净买入前十的股票分别为：海光信息（8.06亿元）、中芯国际（4.15亿元）、澜起科技（3.12亿元）、云赛智联（2.23亿元）、科华数据（2.13亿元）、紫光股份（2.12亿元）、利和兴（2.05亿元）、拓维信息（1.83亿元）、全志科技（1.81亿元）、机器人（1.64亿元）。</title>\n<style 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href=https://24h.jrj.com.cn/2025/02/27090848417530.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>沪深两市数据显示，2月26日，融资净买入前十的股票分别为：海光信息（8.06亿元）、中芯国际（4.15亿元）、澜起科技（3.12亿元）、云赛智联（2.23亿元）、科华数据（2.13亿元）、紫光股份（2.12亿元）、利和兴（2.05亿元）、拓维信息（1.83亿元）、全志科技（1.81亿元）、机器人（1.64亿元）。</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/02/27090848417530.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159982":"中证500","300458":"全志科技","301013":"利和兴","399300":"沪深300","600602":"云赛智联","688008":"澜起科技","688041":"海光信息","688981":"中芯国际","BK0020":"浦东新区","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK1607":"新IT概念","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0103":"IPV6","BK0143":"量子通信","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0108":"虚拟现实","00981":"中芯国际","BK0224":"电气机械","BK0214":"IT设备","BK0184":"上海国资改革","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A 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INC","002335":"科华数据"},"source_url":"https://24h.jrj.com.cn/2025/02/27090848417530.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514813460","content_text":"沪深两市数据显示，2月26日，融资净买入前十的股票分别为：海光信息（8.06亿元）、中芯国际（4.15亿元）、澜起科技（3.12亿元）、云赛智联（2.23亿元）、科华数据（2.13亿元）、紫光股份（2.12亿元）、利和兴（2.05亿元）、拓维信息（1.83亿元）、全志科技（1.81亿元）、机器人（1.64亿元）。","news_type":1,"symbols_score_info":{"159982":1,"300458":1,"301013":1,"399300":1,"600602":1,"688008":1,"688041":1,"688981":1,"00981":1,"002335":1,"000938":1,"002261":1}},"isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327415909965832,"gmtCreate":1720967233950,"gmtModify":1720967235882,"author":{"id":"3539332287622809","authorId":"3539332287622809","name":"飞仔小傻瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3539332287622809","authorIdStr":"3539332287622809"},"themes":[],"htmlText":"悦","listText":"悦","text":"悦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327415909965832","repostId":"2448998736","repostType":2,"isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298808654807336,"gmtCreate":1713980709206,"gmtModify":1713980710843,"author":{"id":"3539332287622809","authorId":"3539332287622809","name":"飞仔小傻瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3539332287622809","authorIdStr":"3539332287622809"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298808654807336","repostId":"2429437367","repostType":2,"repost":{"id":"2429437367","kind":"highlight","pubTimestamp":1713960254,"share":"https://www.laohu8.com/m/news/2429437367?lang=zh_CN&edition=full","pubTime":"2024-04-24 20:04","market":"us","language":"zh","title":"重磅，都涨疯了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2429437367","media":"格隆汇","summary":"逻辑重大转变","content":"<html><body><p><img src=\"https://img3.gelonghui.com/80f2f-bdd18eea-48e3-474b-b92a-bb2a16e7f790.jpg?guru_height=594&amp;guru_width=844\"/></p><p><strong></strong><span><img src=\"https://img3.gelonghui.com/b83a5-3b72e241-ad16-4b3d-ab14-38c7fc333722.jpg?guru_height=44&amp;guru_width=1080\"/></span></p><p><span>事实证明，最强风口从来不会轻易被折服。</span></p><p><span>随着美股科技大佬们昨晚全面大回血，国内才消退2天的AI概念又嗨起来了。</span></p><p><span>截至今天收盘，AI板块迎来了3只个股20CM，超20只个股10CM+的强势行情。</span></p><p><img src=\"https://img3.gelonghui.com/13bfd-5aa7ed43-c5cf-4bf6-ad9d-4dad049809ce.png?guru_height=769&amp;guru_width=862\"/></p><p><span>但表现整体更强势的，还是要看港股。</span></p><p><span><strong><span>这三天，恒指累计涨超6%，恒生科技指数更是大涨超9%，把大A远远甩在了身后。</span></strong></span></p><p><span>其中，商汤、快手、美团、<a href=\"https://laohu8.com/S/02331\">李宁</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等一大堆科技圈大佬，期间涨幅都超过15%，就连股王<a href=\"https://laohu8.com/S/00700\">腾讯</a>都涨了13%。</span></p><p><span>显然，这背后必然是有大事发生，导致了港股迎来重大逻辑转变。</span></p><h3><strong><font color=\"#3daad6\"><br/></font></strong></h3><h3><strong><font color=\"#3daad6\">01</font></strong></h3><div><strong><font color=\"#3daad6\"><br/></font></strong></div><p><span>今天早盘港股AI大模型巨头商汤科技在盘中大涨31%后宣布临时停牌。</span></p><p><span>据悉，商汤在昨晚发布的‘日日新大模5.0’是能全面对标GPT-4 Turbo，主流客观评测上达到或超越GPT-4 Turbo，这个发布会吸引了市场极大关注。</span></p><p><span><span>同时，</span><span><strong><span>昨晚美股的一众AI巨头重新开始大涨行情原本也刺激中概股已经跟着走强。商汤的这一出，就一把点燃了A港股两地AI概念板块的交易情绪。</span></strong></span></span></p><p><span>其实AI这个风口，从来就没有停止过涌动。虽然美股的科技巨头前天被<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>的恐怖大跌吓出一身冷汗，但实际上板块大跌本身跟它们的业绩增长逻辑并没有太多关系。</span></p><p><span>国内的AI产业链也一样，随着一季度财报披露，部分产业链如CPO、算力、AIGC等巨头的业绩出现了明显增长，说明国内AI产业链的逻辑也是有底气的。</span></p><p><span>但港股这一波大行情，明显不是只有AI，还有互联网、医药，能源、和消费板块，都迎来了很大幅度的“修正”。</span></p><p><span><strong><span>比如3天涨了20%左右的快手、美团、李宁，它们分别属于视频、电商、消费领域，还有一大堆涨幅可观的生物医药巨头等。</span></strong></span></p><p><img src=\"https://img3.gelonghui.com/d9881-790dbc0b-919f-4b6c-8df6-9a255bbc46f0.png?guru_height=720&amp;guru_width=520\"/></p><p><span>之所以出现这种情况，最主要的，是港股市场自身迎来了独属的重磅利好。</span></p><h3><strong><font color=\"#3daad6\"><br/></font></strong></h3><h3><strong><font color=\"#3daad6\">02</font></strong></h3><div><strong><font color=\"#3daad6\"><br/></font></strong></div><p><span>在上周，中国证监会发布5项资本市场对港合作措施。包括：</span></p><p><span><em><span>一是放宽沪深港通下股票ETF合资格产品范围。</span></em></span></p><p><span><em><span>二是将REITs纳入沪深港通。</span></em></span></p><p><span><em><span>三是支持人民币股票交易柜台纳入港股通。</span></em></span></p><p><span><em><span>四是优化基金互认安排。</span></em></span></p><p><span><em><span>五是支持内地行业龙头企业赴香港上市。</span></em></span></p><p><span>这五大举措，是两地资本市场互联互通探索的又一个重大突破，堪称非常具有针对性的重磅利好。</span></p><p><span><span>比如第一条，放宽ETF产品入市门槛，优化实施后，沪深港通ETF标的数量和规模将显著增加。</span><span><strong>这就意味着，ETF产品标准放宽了，对标的产品就多了，跟着过来的资金肯定也会因此多起来。</strong></span></span></p><p><span>而支持人民币股票交易柜台纳入港股通，也都是可以更加方便内地的投资者参与港股市场的投资。</span></p><p><span>基本上就是从投资渠道、品种选择两大方面都做了非常大的优化。</span></p><p><span>优化两地基金互认，能够让机构发行更多投资港股的基金产品，最终也是能增加机构对港股的配置规模的有效方式。</span></p><p><span>水涨船高，流动性增加必然会对股价带来有力支撑，这个逻辑谁都懂，所以现在趁着举措还没落地，场内资金先提前入场布局了。</span></p><p><span>所以上周五证监会发布这个重磅利好后，港股就马上开始了全面的大涨。</span></p><p><span><strong><span>并且连续三天，交易情绪不仅没有熄火，还愈演愈猛，从一开始的试点高息股、到科技赛道，再到医药、消费等主流板块。</span></strong></span></p><p><span><span>这说明，市场如今是非常认可这个底层逻辑的。</span></span></p><p><span>还有另一个对港股很重磅的利好刺激。</span></p><p><span>最近，又有多家国际投行更新了其对中国股票观点：</span></p><p><span><span><strong><span>瑞银</span></strong></span><span>在最新报告看好内地A股及港股，因应企业盈利改善，</span><span><strong>上调投资评级至增持。</strong></span></span></p><p><span><span><strong><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span></strong></span><span>认为，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出A股和港股的行动已经暂停。</span></span></p><p><span><span><strong><span><a href=\"https://laohu8.com/S/GS\">高盛</a></span></strong></span><span>分析师也在最新的报告中直言看好中国资本市场改革带来巨大的潜在重估收益，称如果A股能在股东回报、公司治理和机构投资者持股等方面缩小或追上与国际平均水平的差距，重估空间最高可以达40%。虽然没有同时指明港股，但两地市场本就是一脉相衬，也算是变相看好港股市场。</span></span></p><h3><strong><font color=\"#3daad6\"><br/></font></strong></h3><h3><strong><font color=\"#3daad6\">03</font></strong></h3><div><strong><font color=\"#3daad6\"><br/></font></strong></div><p><span>相对A股来说，<span>港股</span>真的有太多好东西了，只是因为流动性太差，一直得不到合理的估值溢价而已。</span></p><p><span><strong><span>港股里面有很多热门的概念赛道，有很多优秀产业链龙头，并且是只能在港股和美股买得到。比如AI，互联网和一些消费领域，内地投资者想要投资国内真正的核心龙头，只有在港股或者中概股买。</span></strong></span></p><p><span>但另一方面，大量这些优秀板块的龙头，它们估值水平一直整体都比A股的严重偏低。</span></p><p><span>像腾讯、阿里、小米、<a href=\"https://laohu8.com/S/JD\">京东</a>这些互联网巨头，它们的估值多数只有十几、二十几倍。如果放在A股，估值溢价至少都能往上提一个台阶。</span></p><p><span>之前，多数的国内投资者望港兴叹，只有羡慕的份，要么就通过港股通渠道买到一些，但流程相对繁琐和有资格限制不说，可选范围也有时候也没办法得到满足。</span></p><p><span>如今，5大举措下，这些问题得到进一步有力改善，对内地投资者和港股市场来说，无疑是一个双赢的大利好。</span></p><p><span>大量资金南下，它们会买什么？</span></p><p><span><strong><span>肯定要么是热门的赛道，比如AI，互联网这些；</span></strong></span></p><p><span><strong><span>要么是预期看好的行业，比如医药、传统消费龙头；</span></strong></span></p><p><span><strong><span>要么就是高股息又业绩长期稳健的传统行业，比如大金融、能源（三桶油，煤炭有色等）。</span></strong></span></p><p><span>这个逻辑，也是目前机构们的配置思路。</span></p><p><span><span>一季度投资境外股票的基金报告显示，基金增持TOP20中，除了<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、META、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等国外科技巨头外</span><span><strong>，美团、快手、腾讯等也获得了大量加仓。</strong></span></span></p><p><img src=\"https://img3.gelonghui.com/6e8a1-f83bcd06-b78b-4370-8ee8-0989264bf359.png?guru_height=584&amp;guru_width=267\"/></p><p><span>根据基金大佬的报告，除了AI、互联网外，医疗和消费也是显著被看好领域。</span></p><p><span>百亿级基金经理丘栋荣就认为，目前港股医药科技股格局越来越清晰，一些18A的生物科技公司的市值已经低于净现金，PE值处于历史底部，不管从公司还是产品的角度，都具备较好的投资回报率。</span></p><p><span>当然了，也有很多的资金是奔着港股高分红低估值的优秀行业龙头来的。</span></p><p><span>比如两地上市的A+H银行股，资源股，它们原本在A股的估值就很低，但A股与其H股的估值还有很明显的溢价率。</span></p><p><span>这就意味着，同样的股票去买它的H股可以打一个巨大的折扣，那么分红回报率就会更高。比如：</span></p><p><span><em><span><a href=\"https://laohu8.com/S/601939\">建设银行</a>H股的最新股息率8.56%，但它的A股股息率是5.37%；</span></em></span></p><p><span><em><span><a href=\"https://laohu8.com/S/600938\">中国海油</a>H股的最新股息率14.07%，但它的A股股息率是4.25%；</span></em></span></p><p><span><em><span><a href=\"https://laohu8.com/S/601318\">中国平安</a>H股的最新股息率8.06%，但它的A股股息率是6%；</span></em></span></p><p><span><em><span><a href=\"https://laohu8.com/S/601088\">中国神华</a>H股的最新股息率9.18%，但它的A股股息率是6.4%；</span></em></span></p><p><span><em><span>......</span></em></span></p><p><span>基本都有超过2个点的股息率差，甚至有的差额更大，这足够让资金感到心动了。</span></p><p><span><strong><span>可以预计，将来两地更大程度优化互联互通之后，南下交易会越来越便利，那么必然就会有更多的资金去选择南下配置这些高股息票，从而给后者带来可观的流动性，进而抬升它们的估值水平。</span></strong></span></p><p><span>这个趋势目前似乎已经开始。</span></p><p><span>这几天来，不少A+H股就出现A股在跌的同时H股在涨的情况，可能就是有资金确实开始参与进来的原因。</span></p><h3><strong><font color=\"#3daad6\"><br/></font></strong></h3><h3><strong><font color=\"#3daad6\">04</font></strong></h3><div><strong><font color=\"#3daad6\"><br/></font></strong></div><p><span>总的看来，在国内政策重磅改革和新兴市场逐渐获得资金流入的共同作用下，港股市场原本因为流动性严重缺乏导致被长期低估的局面，重新迎来景气转变的概率是在逐渐增大的。</span></p><p><span><span>同时，国内大量的AI、互联网、医疗、消费等热门赛道核心龙头都集中在港股市场，如果看好这些领域，投资者接下来不妨多关注一下。</span><span>（全文完）</span></span></p></body></html>","source":"gelonghui_highlight","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>重磅，都涨疯了！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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重磅，都涨疯了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/723519><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事实证明，最强风口从来不会轻易被折服。随着美股科技大佬们昨晚全面大回血，国内才消退2天的AI概念又嗨起来了。截至今天收盘，AI板块迎来了3只个股20CM，超20只个股10CM+的强势行情。但表现整体更强势的，还是要看港股。这三天，恒指累计涨超6%，恒生科技指数更是大涨超9%，把大A远远甩在了身后。其中，商汤、快手、美团、李宁、哔哩哔哩等一大堆科技圈大佬，期间涨幅都超过15%，就连股王腾讯都涨了...</p>\n\n<a href=\"https://www.gelonghui.com/p/723519\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/80f2f-ddc4bd2c-1f28-40c7-950e-9b4b12906464.jpg?guru_height=594&guru_width=844","relate_stocks":{"80700":"腾讯控股-R","80883":"中国海洋石油-R","81024":"快手-WR","513600":"恒生指数ETF南方","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","03690":"美团-W","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) 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SGD","BK1517":"云办公"},"source_url":"https://www.gelonghui.com/p/723519","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2429437367","content_text":"事实证明，最强风口从来不会轻易被折服。随着美股科技大佬们昨晚全面大回血，国内才消退2天的AI概念又嗨起来了。截至今天收盘，AI板块迎来了3只个股20CM，超20只个股10CM+的强势行情。但表现整体更强势的，还是要看港股。这三天，恒指累计涨超6%，恒生科技指数更是大涨超9%，把大A远远甩在了身后。其中，商汤、快手、美团、李宁、哔哩哔哩等一大堆科技圈大佬，期间涨幅都超过15%，就连股王腾讯都涨了13%。显然，这背后必然是有大事发生，导致了港股迎来重大逻辑转变。01今天早盘港股AI大模型巨头商汤科技在盘中大涨31%后宣布临时停牌。据悉，商汤在昨晚发布的‘日日新大模5.0’是能全面对标GPT-4 Turbo，主流客观评测上达到或超越GPT-4 Turbo，这个发布会吸引了市场极大关注。同时，昨晚美股的一众AI巨头重新开始大涨行情原本也刺激中概股已经跟着走强。商汤的这一出，就一把点燃了A港股两地AI概念板块的交易情绪。其实AI这个风口，从来就没有停止过涌动。虽然美股的科技巨头前天被超微电脑的恐怖大跌吓出一身冷汗，但实际上板块大跌本身跟它们的业绩增长逻辑并没有太多关系。国内的AI产业链也一样，随着一季度财报披露，部分产业链如CPO、算力、AIGC等巨头的业绩出现了明显增长，说明国内AI产业链的逻辑也是有底气的。但港股这一波大行情，明显不是只有AI，还有互联网、医药，能源、和消费板块，都迎来了很大幅度的“修正”。比如3天涨了20%左右的快手、美团、李宁，它们分别属于视频、电商、消费领域，还有一大堆涨幅可观的生物医药巨头等。之所以出现这种情况，最主要的，是港股市场自身迎来了独属的重磅利好。02在上周，中国证监会发布5项资本市场对港合作措施。包括：一是放宽沪深港通下股票ETF合资格产品范围。二是将REITs纳入沪深港通。三是支持人民币股票交易柜台纳入港股通。四是优化基金互认安排。五是支持内地行业龙头企业赴香港上市。这五大举措，是两地资本市场互联互通探索的又一个重大突破，堪称非常具有针对性的重磅利好。比如第一条，放宽ETF产品入市门槛，优化实施后，沪深港通ETF标的数量和规模将显著增加。这就意味着，ETF产品标准放宽了，对标的产品就多了，跟着过来的资金肯定也会因此多起来。而支持人民币股票交易柜台纳入港股通，也都是可以更加方便内地的投资者参与港股市场的投资。基本上就是从投资渠道、品种选择两大方面都做了非常大的优化。优化两地基金互认，能够让机构发行更多投资港股的基金产品，最终也是能增加机构对港股的配置规模的有效方式。水涨船高，流动性增加必然会对股价带来有力支撑，这个逻辑谁都懂，所以现在趁着举措还没落地，场内资金先提前入场布局了。所以上周五证监会发布这个重磅利好后，港股就马上开始了全面的大涨。并且连续三天，交易情绪不仅没有熄火，还愈演愈猛，从一开始的试点高息股、到科技赛道，再到医药、消费等主流板块。这说明，市场如今是非常认可这个底层逻辑的。还有另一个对港股很重磅的利好刺激。最近，又有多家国际投行更新了其对中国股票观点：瑞银在最新报告看好内地A股及港股，因应企业盈利改善，上调投资评级至增持。摩根士丹利认为，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出A股和港股的行动已经暂停。高盛分析师也在最新的报告中直言看好中国资本市场改革带来巨大的潜在重估收益，称如果A股能在股东回报、公司治理和机构投资者持股等方面缩小或追上与国际平均水平的差距，重估空间最高可以达40%。虽然没有同时指明港股，但两地市场本就是一脉相衬，也算是变相看好港股市场。03相对A股来说，港股真的有太多好东西了，只是因为流动性太差，一直得不到合理的估值溢价而已。港股里面有很多热门的概念赛道，有很多优秀产业链龙头，并且是只能在港股和美股买得到。比如AI，互联网和一些消费领域，内地投资者想要投资国内真正的核心龙头，只有在港股或者中概股买。但另一方面，大量这些优秀板块的龙头，它们估值水平一直整体都比A股的严重偏低。像腾讯、阿里、小米、京东这些互联网巨头，它们的估值多数只有十几、二十几倍。如果放在A股，估值溢价至少都能往上提一个台阶。之前，多数的国内投资者望港兴叹，只有羡慕的份，要么就通过港股通渠道买到一些，但流程相对繁琐和有资格限制不说，可选范围也有时候也没办法得到满足。如今，5大举措下，这些问题得到进一步有力改善，对内地投资者和港股市场来说，无疑是一个双赢的大利好。大量资金南下，它们会买什么？肯定要么是热门的赛道，比如AI，互联网这些；要么是预期看好的行业，比如医药、传统消费龙头；要么就是高股息又业绩长期稳健的传统行业，比如大金融、能源（三桶油，煤炭有色等）。这个逻辑，也是目前机构们的配置思路。一季度投资境外股票的基金报告显示，基金增持TOP20中，除了微软、英伟达、META、亚马逊、博通、谷歌等国外科技巨头外，美团、快手、腾讯等也获得了大量加仓。根据基金大佬的报告，除了AI、互联网外，医疗和消费也是显著被看好领域。百亿级基金经理丘栋荣就认为，目前港股医药科技股格局越来越清晰，一些18A的生物科技公司的市值已经低于净现金，PE值处于历史底部，不管从公司还是产品的角度，都具备较好的投资回报率。当然了，也有很多的资金是奔着港股高分红低估值的优秀行业龙头来的。比如两地上市的A+H银行股，资源股，它们原本在A股的估值就很低，但A股与其H股的估值还有很明显的溢价率。这就意味着，同样的股票去买它的H股可以打一个巨大的折扣，那么分红回报率就会更高。比如：建设银行H股的最新股息率8.56%，但它的A股股息率是5.37%；中国海油H股的最新股息率14.07%，但它的A股股息率是4.25%；中国平安H股的最新股息率8.06%，但它的A股股息率是6%；中国神华H股的最新股息率9.18%，但它的A股股息率是6.4%；......基本都有超过2个点的股息率差，甚至有的差额更大，这足够让资金感到心动了。可以预计，将来两地更大程度优化互联互通之后，南下交易会越来越便利，那么必然就会有更多的资金去选择南下配置这些高股息票，从而给后者带来可观的流动性，进而抬升它们的估值水平。这个趋势目前似乎已经开始。这几天来，不少A+H股就出现A股在跌的同时H股在涨的情况，可能就是有资金确实开始参与进来的原因。04总的看来，在国内政策重磅改革和新兴市场逐渐获得资金流入的共同作用下，港股市场原本因为流动性严重缺乏导致被长期低估的局面，重新迎来景气转变的概率是在逐渐增大的。同时，国内大量的AI、互联网、医疗、消费等热门赛道核心龙头都集中在港股市场，如果看好这些领域，投资者接下来不妨多关注一下。（全文完）","news_type":1,"symbols_score_info":{"80700":0.6,"80883":0.6,"81024":0.6,"513600":0.6,"07226":0.9,"01024":0.9,"HSI":0.9,"HHImain":0.6,"00700":0.9,"03690":0.9,"MCHmain":0.6,"02833":0.6,"00883":0.9,"FDN":0.71,"YANG":0.9,"YINN":0.9}},"isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289659297661160,"gmtCreate":1711724136530,"gmtModify":1711724138154,"author":{"id":"3539332287622809","authorId":"3539332287622809","name":"飞仔小傻瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3539332287622809","authorIdStr":"3539332287622809"},"themes":[],"htmlText":"收藏了","listText":"收藏了","text":"收藏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289659297661160","repostId":"2423110431","repostType":2,"repost":{"id":"2423110431","kind":"news","pubTimestamp":1711702506,"share":"https://www.laohu8.com/m/news/2423110431?lang=zh_CN&edition=full","pubTime":"2024-03-29 16:55","market":"hk","language":"zh","title":"华为2023年实现全球销售收入7042亿元，净利润870亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2423110431","media":"华尔街见闻","summary":"年销售同比增长9.63%，为2019年以来最大年度增长。","content":"<html><head></head><body><blockquote><p>华为发布2023年年度报告，报告显示，华为整体经营情况符合预期，实现全球销售收入7042亿元人民币，研发投入达到1647亿元人民币，占全年收入的23.4%，十年累计投入的研发费用超过11100亿元人民币。</p></blockquote><p style=\"text-align: justify;\">3月29日，华为发布2023年年度报告，报告显示，华为整体经营情况符合预期，实现全球销售收入7042亿元人民币，同比增长9.6%，为2019年以来最大年度增长，净利润870亿元人民币，同比增长144%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3adcdec8a6a4082016020cf3ffaae80\" title=\"\" tg-width=\"1087\" tg-height=\"690\"/></p><p style=\"text-align: justify;\">其中，华为ICT基础设施业务实现销售收入3620亿元人民币，同比增长2.3%；终端业务实现销售收入2515亿元人民币，同比增长17.3%；云计算业务实现销售收入553亿元人民币，同比增长21.9%；数字能源业务实现销售收入526亿元人民币，同比增长3.5%；智能汽车解决方案业务实现销售收入47亿元人民币，同比增长128.1%。</p><p style=\"text-align: justify;\">2023年华为研发投入达到1647亿元人民币，占全年收入的23.4%，十年累计投入的研发费用超过11100亿元人民币。</p><p style=\"text-align: justify;\">轮值董事长胡厚崑表示：“2023年集团整体经营情况符合预期，过去几年，华为经历了重重考验，也在挑战中不断成长。正是客户、伙伴和社会各界的信任与支持，帮助了华为生存与发展。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5116427db64c7ff834e451e64f92a443\" title=\"\" tg-width=\"640\" tg-height=\"434\"/></p><p style=\"text-align: justify;\">市场研究公司Dell&#39;Oro Group发布的最新数据显示，华为以30%的市场份额占据2023年全球电信设备市场首位，份额上升了2%。</p><p style=\"text-align: justify;\">在3月14日-15日，华为2024年合作伙伴大会中，华为常务董事、ICT基础设施业务管理委员会主任汪涛指出，华为中国区的企业业务收入取得超过25%的快速增长，继续保持研发强力投入，2023年华为研发投入总额排全球前五。</p><p style=\"text-align: justify;\">汪涛认为，在加速行业数字化转型的过程中，华为在面向三类市场构建更加紧密的伙伴加华为的体系，不断提供更加丰富的产品解决方案和数字化装备和工具，服务好广大客户的数字化转型。</p><p style=\"text-align: justify;\">“未来五年，我们希望中国的企业业务能实现每年超过30%的快速增长。我们期待着与千行万业的伙伴们的互相扶持，彼此成就，共同拥抱行业数字化转型的星辰大海，一起来实现我们中国政企业务的快速增长。”汪涛说。</p></body></html>","source":"wallstreetcn_hot_news","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\" 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href=https://wallstreetcn.com/articles/3711649><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华为发布2023年年度报告，报告显示，华为整体经营情况符合预期，实现全球销售收入7042亿元人民币，研发投入达到1647亿元人民币，占全年收入的23.4%，十年累计投入的研发费用超过11100亿元人民币。3月29日，华为发布2023年年度报告，报告显示，华为整体经营情况符合预期，实现全球销售收入7042亿元人民币，同比增长9.6%，为2019年以来最大年度增长，净利润870亿元人民币，同比增长...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3711649\">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/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3711649","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423110431","content_text":"华为发布2023年年度报告，报告显示，华为整体经营情况符合预期，实现全球销售收入7042亿元人民币，研发投入达到1647亿元人民币，占全年收入的23.4%，十年累计投入的研发费用超过11100亿元人民币。3月29日，华为发布2023年年度报告，报告显示，华为整体经营情况符合预期，实现全球销售收入7042亿元人民币，同比增长9.6%，为2019年以来最大年度增长，净利润870亿元人民币，同比增长144%。其中，华为ICT基础设施业务实现销售收入3620亿元人民币，同比增长2.3%；终端业务实现销售收入2515亿元人民币，同比增长17.3%；云计算业务实现销售收入553亿元人民币，同比增长21.9%；数字能源业务实现销售收入526亿元人民币，同比增长3.5%；智能汽车解决方案业务实现销售收入47亿元人民币，同比增长128.1%。2023年华为研发投入达到1647亿元人民币，占全年收入的23.4%，十年累计投入的研发费用超过11100亿元人民币。轮值董事长胡厚崑表示：“2023年集团整体经营情况符合预期，过去几年，华为经历了重重考验，也在挑战中不断成长。正是客户、伙伴和社会各界的信任与支持，帮助了华为生存与发展。市场研究公司Dell'Oro 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