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7e040c23
2021-06-27
重重的飛啊
7e040c23
2021-06-22
神人
抱歉,原内容已删除
7e040c23
2021-06-21
$洲際交易所(ICE)$
放量下跌來到支撐
7e040c23
2021-06-20
油價回條
抱歉,原内容已删除
7e040c23
2021-06-20
$泰利福(TFX)$
来到了支撑线
7e040c23
2021-06-19
$阿米斯医疗(AMED)$
这股跌破支撑,寻找下个支撑
7e040c23
2021-06-18
$佳禾智能(300793)$
所有科技股都暴涨
7e040c23
2021-06-18
科技衝啊
“诺安大涨”上热搜!蔡经理今天或赚7个点
7e040c23
2021-06-15
說的對
抱歉,原内容已删除
7e040c23
2021-06-06
請問如何認證資深投資者?
7e040c23
2021-06-01
[惊讶]
抱歉,原内容已删除
7e040c23
2021-06-01
大家對a股今天的看法如何,本人覺得回調是好的
7e040c23
2021-05-31
rip
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7e040c23
2021-05-29
Why I cannot buy a share?
7e040c23
2021-05-24
[微笑]
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7e040c23
2021-05-24
Rip
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去老虎APP查看更多动态
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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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“诺安大涨”上热搜!蔡经理今天或赚7个点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 22:49 北京时间 <a href=https://mp.weixin.qq.com/s/8Hn7OeeLT1sL0uM_JEf9PQ><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体板块今日大涨近8%,相关概念股掀起涨停潮!\n顶流基金经理蔡嵩松管理的诺安成长混合,估算净值上涨7.28%,秒杀一众大佬,再次引爆热搜。\n\n图片来源:微博\n有基金经理表示,半导体行业供需紧张是近期板块上涨的主逻辑。随着下游多领域需求增长驱动芯片需求爆发,叠加近期市场流动性较为充裕,半导体板块高景气度或将持续。\n半导体板块大涨近8%\n6月17日,A股主要指数反弹。申万二级行业中,半导体、航运、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8Hn7OeeLT1sL0uM_JEf9PQ\">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/753c9aba3202037bc97463c545d5d015","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/8Hn7OeeLT1sL0uM_JEf9PQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166346976","content_text":"半导体板块今日大涨近8%,相关概念股掀起涨停潮!\n顶流基金经理蔡嵩松管理的诺安成长混合,估算净值上涨7.28%,秒杀一众大佬,再次引爆热搜。\n\n图片来源:微博\n有基金经理表示,半导体行业供需紧张是近期板块上涨的主逻辑。随着下游多领域需求增长驱动芯片需求爆发,叠加近期市场流动性较为充裕,半导体板块高景气度或将持续。\n半导体板块大涨近8%\n6月17日,A股主要指数反弹。申万二级行业中,半导体、航运、元件涨幅居前,半导体板块更是大涨7.98%,并登上微博热搜。\n\n图片来源:Wind\n个股方面,申万二级半导体行业中46只成分股全部飘红,38只成分股涨逾5%,全志科技、台基股份等涨停。\n\n图片来源:Wind\n诺安蔡嵩松再上热搜\n在此背景下,以重仓半导体板块而闻名的基金经理诺安基金蔡嵩松再次被推上热搜,被网友誉为“长在热搜上的男人”。\n天天基金APP显示,蔡嵩松管理的诺安成长混合基金6月17日估算净值涨幅高达7.28%,秒杀一众大佬。截至6月16日,近1个月诺安成长混合上涨11.17%,今年来上涨3.64%。\n\n图片来源:天天基金APP\n有不少基民打算从今天开始“追随”蔡经理。\n\n图片来源:社交网络\n不过,更多基民表示见多了这样的大风大浪,还是要选择及时止盈。\n\n图片来源:诺安成长混合基金吧\n机构看好半导体板块\n东方基金基金经理李瑞表示,全球缺芯状况正在持续,日本光刻胶供不应求再次拉升半导体板块热度。国内半导体企业预计全年业绩走高,且逻辑更加确定。近期市场流动性较为充裕,市场更偏好成长性强的板块。\n天弘基金股票投资研究部科技组组长陈国光认为,供需紧张主要利好两类企业:一是能够拿到产能的公司,将逐渐占领更多的份额;二是产能分配不足的子领域,可以享受产品涨价带来的利润率提升。\n中信建投证券称,全球半导体设备市场将在2021-2022年进一步增长,半导体设备行业景气周期有望进一步延续。另外,半导体设备企业业绩高增,2021年一季度海外半导体设备龙头企业业绩多实现两连增。展望未来,不少公司认为其业绩上升将持续。\n陈国光表示,行情演绎到现在,需求持续性是最值得关注的指标。继手机销量逐渐疲软之后,近期可以观察到半导体中的涨价品种涨价趋势逐渐收敛。如果供需紧张趋缓的预期形成,未来则主要看好几个方向:一是产能仍然结构性偏紧的赛道,包括电源管理等从8寸往12寸迁移较为困难的产品;二是需求仍然处在爆发期的赛道,包括智能家居在内的万物互联、汽车智能化电气化等方向;三是射频、模拟、半导体设备。\n对于科技板块的操作思路,陈国光表示,半导体板块的配置主要在核心设计公司以及国内顶级设备公司,计算机板块的配置重点在AI龙头和汽车智能化龙头。同时,对消费电子品牌端比较看好。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160022981,"gmtCreate":1623767173243,"gmtModify":1634028618948,"author":{"id":"3584739632942904","authorId":"3584739632942904","name":"7e040c23","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584739632942904","idStr":"3584739632942904"},"themes":[],"htmlText":"說的對","listText":"說的對","text":"說的對","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160022981","repostId":"1149991028","repostType":4,"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115886957,"gmtCreate":1622971089279,"gmtModify":1634096475743,"author":{"id":"3584739632942904","authorId":"3584739632942904","name":"7e040c23","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584739632942904","idStr":"3584739632942904"},"themes":[],"htmlText":"請問如何認證資深投資者?","listText":"請問如何認證資深投資者?","text":"請問如何認證資深投資者?","images":[{"img":"https://static.tigerbbs.com/e150c8d1ca9418eb67f5d36ed957dec0","width":"640","height":"1136"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115886957","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":119395402,"gmtCreate":1622517808606,"gmtModify":1634100883973,"author":{"id":"3584739632942904","authorId":"3584739632942904","name":"7e040c23","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584739632942904","idStr":"3584739632942904"},"themes":[],"htmlText":"[惊讶] 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22:49","market":"sh","language":"zh","title":"“诺安大涨”上热搜!蔡经理今天或赚7个点","url":"https://stock-news.laohu8.com/highlight/detail?id=1166346976","media":"中国证券报","summary":"半导体板块今日大涨近8%,相关概念股掀起涨停潮!\n顶流基金经理蔡嵩松管理的诺安成长混合,估算净值上涨7.28%,秒杀一众大佬,再次引爆热搜。\n\n图片来源:微博\n有基金经理表示,半导体行业供需紧张是近期","content":"<div>\n<p>半导体板块今日大涨近8%,相关概念股掀起涨停潮!\n顶流基金经理蔡嵩松管理的诺安成长混合,估算净值上涨7.28%,秒杀一众大佬,再次引爆热搜。\n\n图片来源:微博\n有基金经理表示,半导体行业供需紧张是近期板块上涨的主逻辑。随着下游多领域需求增长驱动芯片需求爆发,叠加近期市场流动性较为充裕,半导体板块高景气度或将持续。\n半导体板块大涨近8%\n6月17日,A股主要指数反弹。申万二级行业中,半导体、航运、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8Hn7OeeLT1sL0uM_JEf9PQ\">网页链接</a>\n\n</div>\n","source":"zgzqb","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>“诺安大涨”上热搜!蔡经理今天或赚7个点</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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“诺安大涨”上热搜!蔡经理今天或赚7个点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 22:49 北京时间 <a href=https://mp.weixin.qq.com/s/8Hn7OeeLT1sL0uM_JEf9PQ><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体板块今日大涨近8%,相关概念股掀起涨停潮!\n顶流基金经理蔡嵩松管理的诺安成长混合,估算净值上涨7.28%,秒杀一众大佬,再次引爆热搜。\n\n图片来源:微博\n有基金经理表示,半导体行业供需紧张是近期板块上涨的主逻辑。随着下游多领域需求增长驱动芯片需求爆发,叠加近期市场流动性较为充裕,半导体板块高景气度或将持续。\n半导体板块大涨近8%\n6月17日,A股主要指数反弹。申万二级行业中,半导体、航运、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8Hn7OeeLT1sL0uM_JEf9PQ\">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/753c9aba3202037bc97463c545d5d015","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/8Hn7OeeLT1sL0uM_JEf9PQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166346976","content_text":"半导体板块今日大涨近8%,相关概念股掀起涨停潮!\n顶流基金经理蔡嵩松管理的诺安成长混合,估算净值上涨7.28%,秒杀一众大佬,再次引爆热搜。\n\n图片来源:微博\n有基金经理表示,半导体行业供需紧张是近期板块上涨的主逻辑。随着下游多领域需求增长驱动芯片需求爆发,叠加近期市场流动性较为充裕,半导体板块高景气度或将持续。\n半导体板块大涨近8%\n6月17日,A股主要指数反弹。申万二级行业中,半导体、航运、元件涨幅居前,半导体板块更是大涨7.98%,并登上微博热搜。\n\n图片来源:Wind\n个股方面,申万二级半导体行业中46只成分股全部飘红,38只成分股涨逾5%,全志科技、台基股份等涨停。\n\n图片来源:Wind\n诺安蔡嵩松再上热搜\n在此背景下,以重仓半导体板块而闻名的基金经理诺安基金蔡嵩松再次被推上热搜,被网友誉为“长在热搜上的男人”。\n天天基金APP显示,蔡嵩松管理的诺安成长混合基金6月17日估算净值涨幅高达7.28%,秒杀一众大佬。截至6月16日,近1个月诺安成长混合上涨11.17%,今年来上涨3.64%。\n\n图片来源:天天基金APP\n有不少基民打算从今天开始“追随”蔡经理。\n\n图片来源:社交网络\n不过,更多基民表示见多了这样的大风大浪,还是要选择及时止盈。\n\n图片来源:诺安成长混合基金吧\n机构看好半导体板块\n东方基金基金经理李瑞表示,全球缺芯状况正在持续,日本光刻胶供不应求再次拉升半导体板块热度。国内半导体企业预计全年业绩走高,且逻辑更加确定。近期市场流动性较为充裕,市场更偏好成长性强的板块。\n天弘基金股票投资研究部科技组组长陈国光认为,供需紧张主要利好两类企业:一是能够拿到产能的公司,将逐渐占领更多的份额;二是产能分配不足的子领域,可以享受产品涨价带来的利润率提升。\n中信建投证券称,全球半导体设备市场将在2021-2022年进一步增长,半导体设备行业景气周期有望进一步延续。另外,半导体设备企业业绩高增,2021年一季度海外半导体设备龙头企业业绩多实现两连增。展望未来,不少公司认为其业绩上升将持续。\n陈国光表示,行情演绎到现在,需求持续性是最值得关注的指标。继手机销量逐渐疲软之后,近期可以观察到半导体中的涨价品种涨价趋势逐渐收敛。如果供需紧张趋缓的预期形成,未来则主要看好几个方向:一是产能仍然结构性偏紧的赛道,包括电源管理等从8寸往12寸迁移较为困难的产品;二是需求仍然处在爆发期的赛道,包括智能家居在内的万物互联、汽车智能化电气化等方向;三是射频、模拟、半导体设备。\n对于科技板块的操作思路,陈国光表示,半导体板块的配置主要在核心设计公司以及国内顶级设备公司,计算机板块的配置重点在AI龙头和汽车智能化龙头。同时,对消费电子品牌端比较看好。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115886957,"gmtCreate":1622971089279,"gmtModify":1634096475743,"author":{"id":"3584739632942904","authorId":"3584739632942904","name":"7e040c23","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584739632942904","idStr":"3584739632942904"},"themes":[],"htmlText":"請問如何認證資深投資者?","listText":"請問如何認證資深投資者?","text":"請問如何認證資深投資者?","images":[{"img":"https://static.tigerbbs.com/e150c8d1ca9418eb67f5d36ed957dec0","width":"640","height":"1136"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115886957","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}