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Mr. Sorry
10-25
[微笑]
@ETF小帮手:💰韩国半导体推动韩股频创新高:港、美、A股做多ETF一览
Mr. Sorry
20:28
下周跌破发行价了吧👀
滴普科技11月07日遭主力抛售3163.6万元
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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n滴普科技11月07日遭主力抛售3163.6万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 16:15 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107162212a48fa6d6&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月07日, 滴普科技股价跌30.59%,报收70.10元,成交金额1.8亿元,换手率0.66%,振幅30.59%,量比1.09。滴普科技今日主力资金(超大单+大单)净流出3163.6万元,连续5日净流出,上一交易日主力净流出21.8万元。该股近5个交易日下跌38.79%,主力资金累计净流出5304.9万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出2477.6万元,其中净流出...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107162212a48fa6d6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01384":"滴普科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107162212a48fa6d6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581339077","content_text":"11月07日, 滴普科技股价跌30.59%,报收70.10元,成交金额1.8亿元,换手率0.66%,振幅30.59%,量比1.09。滴普科技今日主力资金(超大单+大单)净流出3163.6万元,连续5日净流出,上一交易日主力净流出21.8万元。该股近5个交易日下跌38.79%,主力资金累计净流出5304.9万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出2477.6万元,其中净流出天数为5日。该股主力净额占比0.14%(主力资金净额/流通市值),港股市场排名2644/2685。|11月07日主力加仓幅度排名||#|股票简称|主力净额占比|#|资本界金控|2.75%|#|高地股份|2.64%|#|立高控股|1.58%|#|...|...|#2644|滴普科技|-0.14%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"01384":1.5}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493018324283952,"gmtCreate":1761386668192,"gmtModify":1761388004564,"author":{"id":"4090922997084690","authorId":"4090922997084690","name":"Mr. Sorry","avatar":"https://static.tigerbbs.com/cee4ace0b75211f1a67ded0730447585","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090922997084690","authorIdStr":"4090922997084690"},"themes":[],"htmlText":"<a href=\"\">[微笑] </a>","listText":"<a href=\"\">[微笑] </a>","text":"[微笑] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493018324283952","repostId":"492684898730248","repostType":1,"repost":{"id":492684898730248,"gmtCreate":1761292570549,"gmtModify":1761292741814,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667688472228","authorIdStr":"3527667688472228"},"themes":[],"title":"💰韩国半导体推动韩股频创新高:港、美、A股做多ETF一览","htmlText":"一、10月表现:历史级主升浪指数:韩股升势如虹,KOSPI指数站上3900点,年内狂飙62%!KOSPI 10月大涨8.4%, 跑赢MSCI亚太(+11%)。出口:10月半导体出口额134亿美元,创历年同期最高,同比+51%,其中存储芯片+63%、HBM环比再增20%。龙头:三星(005930.KS)+12.6%,SK海力士(000660.KS)+18.3%,双双刷新历史高点;二者合计市值突破600万亿韩元,占KOSPI市值比重升至34%,为2000年以来峰值。资金:外资连续10日净买入韩股,合计26亿美元,为2021年以来最长纪录;韩国3×杠杆ETF(KORU)10月净流入3.8亿美元,规模翻倍。二、投资估值:盈利上调后仍处合理区间指标当前2018年峰值历史平均评价KOSPI半导体指数2025E P/E12.0×17.5×14×低于均值1σ,修复中段三星2025E EV/EBITDA6.2×9.0×7.5×仍折价15%SK海力士2025E P/B1.4×2.0×1.6×接近中枢,HBM溢价未充分计价板块ROE18%14%12%盈利周期高位,AI+HBM推高毛利估值驱动:盈利上修:10月机构把2025年韩内存厂商合计净利预测再提高12%,对应板块净利增速+46%,高于年初的+25%。相对吸引力:对比费城半导体指数22×、科创50 170×,韩半导体仍最便宜;外资模型显示若2026年ROE维持17%,合理P/E可上移至15×,隐含20%估值抬升空间。三、梯度ETF布局与“估值+风险”评估港股杠杆( <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> / <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> )估值敏感度:高,2×放大单日波动,","listText":"一、10月表现:历史级主升浪指数:韩股升势如虹,KOSPI指数站上3900点,年内狂飙62%!KOSPI 10月大涨8.4%, 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滴普科技股价跌30.59%,报收70.10元,成交金额1.8亿元,换手率0.66%,振幅30.59%,量比1.09。滴普科技今日主力资金净流出3163.6万元,连续5日净流出,上一交易日主力净流出21.8万元。该股近5个交易日下跌38.79%,主力资金累计净流出5304.9万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出2477.6万元,其中净流出天数为5日。","content":"<html><body><article><p>11月07日, <a href=\"https://laohu8.com/S/01384\">滴普科技</a>股价跌30.59%,报收70.10元,成交金额1.8亿元,<span>换手率</span>0.66%,振幅30.59%,<span>量比</span>1.09。</p><p>滴普科技今日主力资金(超大单+大单)净流出3163.6万元,连续5日净流出,上一交易日主力净流出21.8万元。</p><p>该股近5个交易日下跌38.79%,主力资金累计净流出5304.9万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出2477.6万元,其中净流出天数为5日。</p><p>该股主力净额占比0.14%(主力资金净额/<span>流通市值</span>),港股市场排名2644/2685。</p><p>|11月07日主力加仓幅度排名||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/00204\">资本界金控</a>|2.75%|#|<a href=\"https://laohu8.com/S/01676\">高地股份</a>|2.64%|#|<a href=\"https://laohu8.com/S/08472\">立高控股</a>|1.58%|#|...|...|#2644|滴普科技|-0.14%|</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</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>滴普科技11月07日遭主力抛售3163.6万元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n滴普科技11月07日遭主力抛售3163.6万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 16:15 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107162212a48fa6d6&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月07日, 滴普科技股价跌30.59%,报收70.10元,成交金额1.8亿元,换手率0.66%,振幅30.59%,量比1.09。滴普科技今日主力资金(超大单+大单)净流出3163.6万元,连续5日净流出,上一交易日主力净流出21.8万元。该股近5个交易日下跌38.79%,主力资金累计净流出5304.9万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出2477.6万元,其中净流出...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107162212a48fa6d6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01384":"滴普科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107162212a48fa6d6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581339077","content_text":"11月07日, 滴普科技股价跌30.59%,报收70.10元,成交金额1.8亿元,换手率0.66%,振幅30.59%,量比1.09。滴普科技今日主力资金(超大单+大单)净流出3163.6万元,连续5日净流出,上一交易日主力净流出21.8万元。该股近5个交易日下跌38.79%,主力资金累计净流出5304.9万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出2477.6万元,其中净流出天数为5日。该股主力净额占比0.14%(主力资金净额/流通市值),港股市场排名2644/2685。|11月07日主力加仓幅度排名||#|股票简称|主力净额占比|#|资本界金控|2.75%|#|高地股份|2.64%|#|立高控股|1.58%|#|...|...|#2644|滴普科技|-0.14%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"01384":1.5}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}