ling lucy的个人主页 - 老虎社区

ling lucy

ling lucy

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IP属地：广东

42关注

7粉丝

5主题

0勋章

2025-05-20

$QUBT 20260116 15.0 CALL$ 这个买对了

2025-04-03

$晶泰控股-P(02228)$ 这个股彻底完了，我重仓呀，怎办呢

2025-03-31

$晶泰控股-P(02228)$ 这个票我今天补仓了，现在是重仓。这个价格有点高，被套了呀

2024-12-05

$创新奇智(02121)$ 今天做了一下t

2024-11-15

$DPZ 20241129 442.5 CALL$ 碟式策略这个时候是要平仓还是持有？

2025-01-08

这200亿有利于特斯拉吗？

消息人士：特朗普将宣布200亿美元投资以建设新的数据中心

2025-02-13

是利好吗

抱歉，原内容已删除

02-28

$2倍做多GOOGL-Direxion(GGLL)$ 谷歌call目前亏损20%，是否需要止损？

02-27

$中芯国际(00981)$ 大过年的，来个股灾似的，这港股是要废了吗

2025-08-14

$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ 是不熟公司出问题了，比特币大涨，你一直在跌

去老虎APP查看更多动态

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10:49","market":"hk","language":"zh","title":"盘中暴涨超80%！牛市旗手，重磅利好！","url":"https://stock-news.laohu8.com/highlight/detail?id=1163896666","media":"券商中国","summary":"受此影响，港股全线高开，恒生指数开盘涨0.62%，恒生科技指数涨0.9%。其中，国泰君安国际开盘大涨超14%，盘中一度暴涨超80%，随后涨幅有所收窄，但涨幅仍超60%。可以说，由于稳定币空间巨大，是提升估值的一个重磅驱动。此前，中国光大控股因参股稳定币龙头Circle的传闻而暴涨超50%，并带动光大证券亦一度涨停。","content":"<html><head></head><body><p>券商估值的想象空间打开！</p><p style=\"text-align: justify;\">今天早上，一则重磅消息传来： 6月24日，国泰海通集团下属公司国泰君安国际控股有限公司正式获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以及在提供虚拟资产交易服务的基础上提供意见。此次牌照升级后，客户将可在国泰君安国际平台直接交易加密货币（如比特币、以太币等）、稳定币（如泰达币等）等虚拟资产。</p><p style=\"text-align: justify;\"><strong>受此影响，港股全线高开，恒生指数开盘涨0.62%，恒生科技指数涨0.9%。其中，国泰君安国际开盘大涨超14%，盘中一度暴涨超80%，随后涨幅有所收窄，但涨幅仍超60%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03363446ef15c744072d51c70f099543\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">此前，光大控股因为参股Circle的传闻暴涨，并带动光大证券一度涨停。可以说，由于稳定币空间巨大，是提升估值的一个重磅驱动。</p><p style=\"text-align: justify;\">有分析认为，稳定币有望推动券商角色根本性转变，即从‌交易通道商转向资产证券化引擎和跨境清算枢纽，这对于券商的估值提升，可以说是重要加分项。</p><p><strong>重磅来了</strong></p><p style=\"text-align: justify;\">6月24日，国泰海通集团下属公司国泰君安国际控股有限公司正式获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以及在提供虚拟资产交易服务的基础上提供意见。此次牌照升级后，客户将可在国泰君安国际平台直接交易加密货币（如比特币、以太币等）、稳定币（如泰达币等）等虚拟资产。</p><p style=\"text-align: justify;\"><strong>至此，国泰君安国际成为首家可提供全方位虚拟资产相关交易服务的香港中资券商，服务覆盖提供虚拟资产交易服务、在虚拟资产交易服务过程中提供意见，以及发行、分销包括场外衍生品在内的虚拟资产相关产品。</strong></p><p style=\"text-align: justify;\">此前，中国光大控股因参股稳定币龙头Circle的传闻而暴涨超50%，并带动光大证券亦一度涨停。华光资本控股、联易融科技、众安在线、连连数字等在过去一段时间里，亦是连续暴涨。可见，稳定币对相应的金融公司带来的估值提升作用明显。</p><p style=\"text-align: justify;\">目前，摩根大通也已推出JPM Coin（日均处理20亿美元支付），2025年升级为公链JPMD。存款代币化提升支付效率，但当前局限在机构间（如JPM Coin），尚未大规模挑战稳定币。</p><p style=\"text-align: justify;\">不过分析认为，在这个过程当中，随着法律的不断完善和行业的不断发展，稳定币有望推动大投行角色根本性转变，即从‌交易通道商转向资产证券化引擎和跨境清算枢纽。</p><p><strong>扩表机遇期到来？</strong></p><p style=\"text-align: justify;\">从历次券商股的大行情来看，扩表是其上涨的主要动力。2014—2015年，券商股大涨就是因为此前的资产负债表大扩张所致。而当下可能到了扩表的机遇期。</p><p style=\"text-align: justify;\">华泰证券认为，本轮扩表（2023—2024年）是债牛行情+轻资本业务承压共同驱动下，扩大固收投资规模的主动提振业绩行为。相较2018—2019年由债市行情驱动的阶段性调仓，本次反映出更多经营战略与结构的调整，或将带来更强的扩表持续性。</p><p style=\"text-align: justify;\">虽然在现行法律框架之下，券商内地业务与稳定币关联不大，但从国际业务来看，稳定币可能成为券商扩表的助力。特别是在国泰君安国际获批相关业务之后，想象空间会打开。而从稳定币的自身潜力来看，其成为短期国债的买家是其商业模式的必然。</p><p style=\"text-align: justify;\">华泰证券认为，目前稳定币规模2200亿美元，假设100%用于购买3个月短期国债，一年的交易量接近9000亿美元，约相当于2024美国短期国债交易量的2%。5月初美国财政部借款咨询委员会（TBAC）曾做出测算，未来3年稳定币总规模将上升8倍至2万亿美元。稳定币规模的扩大将提升其对短期国债市场的影响。从人民币国债来看，境外人民币国债未到期规模2638亿元，或成离岸稳定币储备资产，助推人民币国际化。</p><p style=\"text-align: justify;\">值得注意的是，从目前的情况来看，头部券商仍是扩表主力，同时有部分中型券商扩张势头强劲。2023—2024年，上市券商固收投资规模增长7044亿元，其中增量靠前的四家券商分别为中信、国泰海通、中金、招商，合计增长4052亿元，贡献全部上市券商增量的58%。同时，部分中型券商如光大、兴业也积极扩表，两年内固收投资规模增量超400亿元。</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\" 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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盘中暴涨超80%！牛市旗手，重磅利好！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-06-25 10:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>券商估值的想象空间打开！</p><p style=\"text-align: justify;\">今天早上，一则重磅消息传来： 6月24日，国泰海通集团下属公司国泰君安国际控股有限公司正式获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以及在提供虚拟资产交易服务的基础上提供意见。此次牌照升级后，客户将可在国泰君安国际平台直接交易加密货币（如比特币、以太币等）、稳定币（如泰达币等）等虚拟资产。</p><p style=\"text-align: justify;\"><strong>受此影响，港股全线高开，恒生指数开盘涨0.62%，恒生科技指数涨0.9%。其中，国泰君安国际开盘大涨超14%，盘中一度暴涨超80%，随后涨幅有所收窄，但涨幅仍超60%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03363446ef15c744072d51c70f099543\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">此前，光大控股因为参股Circle的传闻暴涨，并带动光大证券一度涨停。可以说，由于稳定币空间巨大，是提升估值的一个重磅驱动。</p><p style=\"text-align: justify;\">有分析认为，稳定币有望推动券商角色根本性转变，即从‌交易通道商转向资产证券化引擎和跨境清算枢纽，这对于券商的估值提升，可以说是重要加分项。</p><p><strong>重磅来了</strong></p><p style=\"text-align: justify;\">6月24日，国泰海通集团下属公司国泰君安国际控股有限公司正式获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以及在提供虚拟资产交易服务的基础上提供意见。此次牌照升级后，客户将可在国泰君安国际平台直接交易加密货币（如比特币、以太币等）、稳定币（如泰达币等）等虚拟资产。</p><p style=\"text-align: justify;\"><strong>至此，国泰君安国际成为首家可提供全方位虚拟资产相关交易服务的香港中资券商，服务覆盖提供虚拟资产交易服务、在虚拟资产交易服务过程中提供意见，以及发行、分销包括场外衍生品在内的虚拟资产相关产品。</strong></p><p style=\"text-align: justify;\">此前，中国光大控股因参股稳定币龙头Circle的传闻而暴涨超50%，并带动光大证券亦一度涨停。华光资本控股、联易融科技、众安在线、连连数字等在过去一段时间里，亦是连续暴涨。可见，稳定币对相应的金融公司带来的估值提升作用明显。</p><p style=\"text-align: justify;\">目前，摩根大通也已推出JPM Coin（日均处理20亿美元支付），2025年升级为公链JPMD。存款代币化提升支付效率，但当前局限在机构间（如JPM Coin），尚未大规模挑战稳定币。</p><p style=\"text-align: justify;\">不过分析认为，在这个过程当中，随着法律的不断完善和行业的不断发展，稳定币有望推动大投行角色根本性转变，即从‌交易通道商转向资产证券化引擎和跨境清算枢纽。</p><p><strong>扩表机遇期到来？</strong></p><p style=\"text-align: justify;\">从历次券商股的大行情来看，扩表是其上涨的主要动力。2014—2015年，券商股大涨就是因为此前的资产负债表大扩张所致。而当下可能到了扩表的机遇期。</p><p style=\"text-align: justify;\">华泰证券认为，本轮扩表（2023—2024年）是债牛行情+轻资本业务承压共同驱动下，扩大固收投资规模的主动提振业绩行为。相较2018—2019年由债市行情驱动的阶段性调仓，本次反映出更多经营战略与结构的调整，或将带来更强的扩表持续性。</p><p style=\"text-align: justify;\">虽然在现行法律框架之下，券商内地业务与稳定币关联不大，但从国际业务来看，稳定币可能成为券商扩表的助力。特别是在国泰君安国际获批相关业务之后，想象空间会打开。而从稳定币的自身潜力来看，其成为短期国债的买家是其商业模式的必然。</p><p style=\"text-align: justify;\">华泰证券认为，目前稳定币规模2200亿美元，假设100%用于购买3个月短期国债，一年的交易量接近9000亿美元，约相当于2024美国短期国债交易量的2%。5月初美国财政部借款咨询委员会（TBAC）曾做出测算，未来3年稳定币总规模将上升8倍至2万亿美元。稳定币规模的扩大将提升其对短期国债市场的影响。从人民币国债来看，境外人民币国债未到期规模2638亿元，或成离岸稳定币储备资产，助推人民币国际化。</p><p style=\"text-align: justify;\">值得注意的是，从目前的情况来看，头部券商仍是扩表主力，同时有部分中型券商扩张势头强劲。2023—2024年，上市券商固收投资规模增长7044亿元，其中增量靠前的四家券商分别为中信、国泰海通、中金、招商，合计增长4052亿元，贡献全部上市券商增量的58%。同时，部分中型券商如光大、兴业也积极扩表，两年内固收投资规模增量超400亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"01788":"国泰君安国际"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163896666","content_text":"券商估值的想象空间打开！今天早上，一则重磅消息传来： 6月24日，国泰海通集团下属公司国泰君安国际控股有限公司正式获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以及在提供虚拟资产交易服务的基础上提供意见。此次牌照升级后，客户将可在国泰君安国际平台直接交易加密货币（如比特币、以太币等）、稳定币（如泰达币等）等虚拟资产。受此影响，港股全线高开，恒生指数开盘涨0.62%，恒生科技指数涨0.9%。其中，国泰君安国际开盘大涨超14%，盘中一度暴涨超80%，随后涨幅有所收窄，但涨幅仍超60%。此前，光大控股因为参股Circle的传闻暴涨，并带动光大证券一度涨停。可以说，由于稳定币空间巨大，是提升估值的一个重磅驱动。有分析认为，稳定币有望推动券商角色根本性转变，即从‌交易通道商转向资产证券化引擎和跨境清算枢纽，这对于券商的估值提升，可以说是重要加分项。重磅来了6月24日，国泰海通集团下属公司国泰君安国际控股有限公司正式获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以及在提供虚拟资产交易服务的基础上提供意见。此次牌照升级后，客户将可在国泰君安国际平台直接交易加密货币（如比特币、以太币等）、稳定币（如泰达币等）等虚拟资产。至此，国泰君安国际成为首家可提供全方位虚拟资产相关交易服务的香港中资券商，服务覆盖提供虚拟资产交易服务、在虚拟资产交易服务过程中提供意见，以及发行、分销包括场外衍生品在内的虚拟资产相关产品。此前，中国光大控股因参股稳定币龙头Circle的传闻而暴涨超50%，并带动光大证券亦一度涨停。华光资本控股、联易融科技、众安在线、连连数字等在过去一段时间里，亦是连续暴涨。可见，稳定币对相应的金融公司带来的估值提升作用明显。目前，摩根大通也已推出JPM Coin（日均处理20亿美元支付），2025年升级为公链JPMD。存款代币化提升支付效率，但当前局限在机构间（如JPM Coin），尚未大规模挑战稳定币。不过分析认为，在这个过程当中，随着法律的不断完善和行业的不断发展，稳定币有望推动大投行角色根本性转变，即从‌交易通道商转向资产证券化引擎和跨境清算枢纽。扩表机遇期到来？从历次券商股的大行情来看，扩表是其上涨的主要动力。2014—2015年，券商股大涨就是因为此前的资产负债表大扩张所致。而当下可能到了扩表的机遇期。华泰证券认为，本轮扩表（2023—2024年）是债牛行情+轻资本业务承压共同驱动下，扩大固收投资规模的主动提振业绩行为。相较2018—2019年由债市行情驱动的阶段性调仓，本次反映出更多经营战略与结构的调整，或将带来更强的扩表持续性。虽然在现行法律框架之下，券商内地业务与稳定币关联不大，但从国际业务来看，稳定币可能成为券商扩表的助力。特别是在国泰君安国际获批相关业务之后，想象空间会打开。而从稳定币的自身潜力来看，其成为短期国债的买家是其商业模式的必然。华泰证券认为，目前稳定币规模2200亿美元，假设100%用于购买3个月短期国债，一年的交易量接近9000亿美元，约相当于2024美国短期国债交易量的2%。5月初美国财政部借款咨询委员会（TBAC）曾做出测算，未来3年稳定币总规模将上升8倍至2万亿美元。稳定币规模的扩大将提升其对短期国债市场的影响。从人民币国债来看，境外人民币国债未到期规模2638亿元，或成离岸稳定币储备资产，助推人民币国际化。值得注意的是，从目前的情况来看，头部券商仍是扩表主力，同时有部分中型券商扩张势头强劲。2023—2024年，上市券商固收投资规模增长7044亿元，其中增量靠前的四家券商分别为中信、国泰海通、中金、招商，合计增长4052亿元，贡献全部上市券商增量的58%。同时，部分中型券商如光大、兴业也积极扩表，两年内固收投资规模增量超400亿元。","news_type":1,"symbols_score_info":{"01788":1.1}},"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449039622897840,"gmtCreate":1750655060655,"gmtModify":1750655061777,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling 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上个月新闻报道，哈佛计划折价10-20%出售10亿美元私募股权，耶鲁更是出售60亿私募股权，折价5-15%。 冈拉克这么形容，如果厨房里发现一只蟑螂，那就肯定远远不止一只。 而市场永远是奖励率先起跑的那个人。 我把这个话题跟AI聊了一下午，主要是对于中小银行的看法。AI在我指导下，帮我整理了文章。 私募信贷：看似坚固，实则脆弱 私募信贷市场近年来迅猛扩张，截至2024年已突破1.7万亿美元，占据美国公司信贷市场的15%-20%。其本质是未上市公司绕过银行，通过私募渠道获得债务融资。然而，问题正在积聚： •&nbsp;第一，资产估值依赖模型计算，在利率高企与违约率上升下存在高估风险。如果哈佛耶鲁的折价出售成为共识，那么私募市场的估值将全面调整。 •&nbsp;第二，私募信贷资产高度不透明、难以交易，赎回困难。冈拉克举例他和斯坦福的捐赠基金负责人的谈话，对方说他连1千万美元的现金都拿不出，因为全都锁死了。 •&nbsp;第三，借款人多集中在高杠杆行业，如医疗服务、科技初创、建筑等，面对现金流压力最为敏感。 冈拉克特别指出，私募信贷就像2008年次贷危机前的房地产资产——量大、表面稳定、实则不可估值，一旦流动性需求集中爆发，恐引发资产折价抛售。 银行成为间接受害者 虽然私募信贷的最大出资者是基金、保险与养老机构，但银行体系难以独善其身： •&nbsp;首先，部分银行透过子基金或结构化产品间接持有私募信贷。 •&nbsp;其次，一旦私募信贷基金因大额赎回被迫“抛售”贷款资产，估值下降将影响相关资产支持证券与市场","listText":"新债王冈拉克前几天在访谈中指出，美国部分顶级捐赠基金和养老金已经开始悄然减持或准备抛售其所持有的私募信贷和私募股权产品。 他举例，哈佛大学基金在过去一年中悄然出售大额私募资产敞口——冈拉克解读为市场重大信号：“连长期资金也开始不信任这些非流动性资产，说明问题远比表面严重。” 上个月新闻报道，哈佛计划折价10-20%出售10亿美元私募股权，耶鲁更是出售60亿私募股权，折价5-15%。 冈拉克这么形容，如果厨房里发现一只蟑螂，那就肯定远远不止一只。 而市场永远是奖励率先起跑的那个人。 我把这个话题跟AI聊了一下午，主要是对于中小银行的看法。AI在我指导下，帮我整理了文章。 私募信贷：看似坚固，实则脆弱 私募信贷市场近年来迅猛扩张，截至2024年已突破1.7万亿美元，占据美国公司信贷市场的15%-20%。其本质是未上市公司绕过银行，通过私募渠道获得债务融资。然而，问题正在积聚： •&nbsp;第一，资产估值依赖模型计算，在利率高企与违约率上升下存在高估风险。如果哈佛耶鲁的折价出售成为共识，那么私募市场的估值将全面调整。 •&nbsp;第二，私募信贷资产高度不透明、难以交易，赎回困难。冈拉克举例他和斯坦福的捐赠基金负责人的谈话，对方说他连1千万美元的现金都拿不出，因为全都锁死了。 •&nbsp;第三，借款人多集中在高杠杆行业，如医疗服务、科技初创、建筑等，面对现金流压力最为敏感。 冈拉克特别指出，私募信贷就像2008年次贷危机前的房地产资产——量大、表面稳定、实则不可估值，一旦流动性需求集中爆发，恐引发资产折价抛售。 银行成为间接受害者 虽然私募信贷的最大出资者是基金、保险与养老机构，但银行体系难以独善其身： •&nbsp;首先，部分银行透过子基金或结构化产品间接持有私募信贷。 •&nbsp;其次，一旦私募信贷基金因大额赎回被迫“抛售”贷款资产，估值下降将影响相关资产支持证券与市场","text":"新债王冈拉克前几天在访谈中指出，美国部分顶级捐赠基金和养老金已经开始悄然减持或准备抛售其所持有的私募信贷和私募股权产品。 他举例，哈佛大学基金在过去一年中悄然出售大额私募资产敞口——冈拉克解读为市场重大信号：“连长期资金也开始不信任这些非流动性资产，说明问题远比表面严重。” 上个月新闻报道，哈佛计划折价10-20%出售10亿美元私募股权，耶鲁更是出售60亿私募股权，折价5-15%。 冈拉克这么形容，如果厨房里发现一只蟑螂，那就肯定远远不止一只。 而市场永远是奖励率先起跑的那个人。 我把这个话题跟AI聊了一下午，主要是对于中小银行的看法。AI在我指导下，帮我整理了文章。 私募信贷：看似坚固，实则脆弱 私募信贷市场近年来迅猛扩张，截至2024年已突破1.7万亿美元，占据美国公司信贷市场的15%-20%。其本质是未上市公司绕过银行，通过私募渠道获得债务融资。然而，问题正在积聚： • 第一，资产估值依赖模型计算，在利率高企与违约率上升下存在高估风险。如果哈佛耶鲁的折价出售成为共识，那么私募市场的估值将全面调整。 • 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href=\"https://laohu8.com/OPT/QUBT 20260116 15.0 CALL\">$QUBT 20260116 15.0 CALL$</a> 这个买对了","text":"$QUBT 20260116 15.0 CALL$ 这个买对了","images":[{"img":"https://static.tigerbbs.com/dd06de6ea06a9744ed50f263671ea6e6","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437214713254288","isVote":1,"tweetType":1,"viewCount":3220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":420321480692296,"gmtCreate":1743648293180,"gmtModify":1743648294532,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling lucy","avatar":"https://static.tigerbbs.com/a94ad43aaa0a318e4bac49613e95aa3e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580953260779093","authorIdStr":"3580953260779093"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股-P(02228)$</a> 这个股彻底完了，我重仓呀，怎办呢","listText":"<a 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这个票我今天补仓了，现在是重仓。这个价格有点高，被套了呀","text":"$晶泰控股-P(02228)$ 这个票我今天补仓了，现在是重仓。这个价格有点高，被套了呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/419281866588480","isVote":1,"tweetType":1,"viewCount":2243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559599861529023","authorId":"3559599861529023","name":"Steven12","avatar":"https://static.tigerbbs.com/fbd2db96dfe2c4afd2e231b1cbf758bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3559599861529023","authorIdStr":"3559599861529023"},"content":"现在接盘还比较早，大盘还会持续震荡。","text":"现在接盘还比较早，大盘还会持续震荡。","html":"现在接盘还比较早，大盘还会持续震荡。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417679059435752,"gmtCreate":1742971173581,"gmtModify":1742971174938,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>持续看好 今年破 100","text":"$小米集团-W(01810)$ 持续看好 今年破 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407962835751528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416870108189152,"gmtCreate":1742783060890,"gmtModify":1742783063911,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling lucy","avatar":"https://static.tigerbbs.com/a94ad43aaa0a318e4bac49613e95aa3e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580953260779093","authorIdStr":"3580953260779093"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股-P(02228)$</a> 这个票不知怎回事，动都不动","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股-P(02228)$</a> 这个票不知怎回事，动都不动","text":"$晶泰控股-P(02228)$ 这个票不知怎回事，动都不动","images":[{"img":"https://static.tigerbbs.com/36afb18cc2f1f25e405963cc8f846c20","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416870108189152","isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":412322703380760,"gmtCreate":1741699855812,"gmtModify":1741699857977,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling 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class=\"h-time\">2025-03-10 09:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月10日周一上午,阿里健康(00241)盘中股价出现大涨,一度上涨6.69%,引发市场关注。</p>\n\n<p>这一涨幅或与近期两会释放的医改利好信号有关。两会工作报告提出,2025年医药卫生工作重点将聚焦创新、医保和服务改革三大领域,强调提升基层医疗能力、优质资源下沉和区域均衡布局等举措。这些信号无疑将为阿里健康等深耕基层市场的互联网医疗企业带来新机遇。</p>\n\n<p>同时,人工智能技术在医疗健康领域的应用被视为新发展趋势。近期多家医药头部企业宣布接入AI大模型,在政策支持下,医疗AI的商业化进程有望进一步推进。作为科技领先的互联网医疗企业,阿里健康有望抓住这一发展机遇。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00241":"阿里健康"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180014146","content_text":"3月10日周一上午,阿里健康(00241)盘中股价出现大涨,一度上涨6.69%,引发市场关注。\n这一涨幅或与近期两会释放的医改利好信号有关。两会工作报告提出,2025年医药卫生工作重点将聚焦创新、医保和服务改革三大领域,强调提升基层医疗能力、优质资源下沉和区域均衡布局等举措。这些信号无疑将为阿里健康等深耕基层市场的互联网医疗企业带来新机遇。\n同时,人工智能技术在医疗健康领域的应用被视为新发展趋势。近期多家医药头部企业宣布接入AI大模型,在政策支持下,医疗AI的商业化进程有望进一步推进。作为科技领先的互联网医疗企业,阿里健康有望抓住这一发展机遇。","news_type":1,"symbols_score_info":{"00241":1}},"isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406994019332776,"gmtCreate":1740382234986,"gmtModify":1740382236853,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling 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这个时候是要平仓还是持有？","images":[{"img":"https://static.tigerbbs.com/bebec992f4cad1a166c5fb73e78ebf23","width":"1125","height":"1956"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371402821824768","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":390076345847848,"gmtCreate":1736267783583,"gmtModify":1736267785650,"author":{"id":"3580953260779093","authorId":"3580953260779093","name":"ling 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00:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据CNBC，消息人士透露，特朗普将宣布200亿美元投资以建设新的数据中心。</p><p>阿联酋亿万富翁房地产开发商、房地产开发公司达马克地产的创始人和董事长侯赛因·萨贾瓦尼（Hussain Sajwani）将成为特朗普提议建设的新数据中心的投资者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e19bfb908ecf7eabc2d88116243167f1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125014217","content_text":"据CNBC，消息人士透露，特朗普将宣布200亿美元投资以建设新的数据中心。阿联酋亿万富翁房地产开发商、房地产开发公司达马克地产的创始人和董事长侯赛因·萨贾瓦尼（Hussain 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