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原伟光

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2025-11-26

$蔚来(NIO)$ $蔚来-SW(09866)$ 蔚来周订单能破万，不管是不是有促销因素，有订单就有流水，公司就能转起来，活下去最重要

01-27

$MINIMAX-WP(00100)$ 在几个投资社区看了看，讨论热度很高，有看好的有唱空的。这说明有分歧，有分歧才有交易机会。我综合了多方信息，还是偏向乐观这一边[贱笑]

03-03

$地平线机器人-W(09660)$ 这也算是黄金坑吧

02-06

未来还能上线更多资产和衍生品，HashKey这平台潜力无限$HASHKEY HLDGS(03887)$

@独立投资者吴强:HashKey：大行喊出9港元目标价，香港稳定币发牌前夜的布局赢家？

01-14

多模态是趋势，MINIMAX的视觉、语音、文本三合一能力是其特色。看到一些创作者在用它的工具生成有声内容，这种整合能力是单纯的文本模型比不了的$MINIMAX-WP(00100)$

01-05

$赛力斯(09927)$ 政策催化落地：2026年以旧换新补贴延续，地方新能源指标加码，12月销量60,981辆，同比增长63.40%，首次突破6万辆大关，明天等着吃肉！

2025-12-24

$智汇矿业(02546)$别光看股价跌，看看公司的动作，都在往好的方向走，耐心点

2025-12-12

$希迪智驾(03881)$ 之前融资估值已经90亿，这次上市定价如果合理，或许能给疲软的港股科技板块带来一点活力，就看市场认不认这个故事了

2025-12-03

$找钢集团-W(06676)$用钻石的价格买黄金，你可能亏了。用黄金的价格买钻石，你就赢了。现在是什么价格？

2025-12-03

$山高控股(00412)$ 在港股里，这种有实业项目支撑的产业投资公司，一旦被市场重新定价，弹性可能会不错

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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 这也算是黄金坑吧","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 这也算是黄金坑吧","text":"$地平线机器人-W(09660)$ 这也算是黄金坑吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538573228380384","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529740102599648,"gmtCreate":1770352055434,"gmtModify":1770352057940,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"title":"","htmlText":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限<a target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ </a>","listText":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限<a target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ </a>","text":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限$HASHKEY HLDGS(03887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529740102599648","repostId":"529717361246720","repostType":1,"repost":{"id":529717361246720,"gmtCreate":1770346500698,"gmtModify":1770346796968,"author":{"id":"4132110803756740","authorId":"4132110803756740","name":"独立投资者吴强","avatar":"https://static.tigerbbs.com/11bc8fea6bad079018ffc772d0d8db48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132110803756740","idStr":"4132110803756740"},"themes":[],"title":"HashKey：大行喊出9港元目标价，香港稳定币发牌前夜的布局赢家？","htmlText":"金管局总裁余伟文在立法会明确说了，香港首批稳定币发行人牌照预计在今年3月就要落地了，而且首批发牌数量会严格控制，强调“稳妥”为先。 这意味着什么？意味着香港在数字金融合规化的道路上又迈出了关键一步，也意味着相关合规龙头公司的价值面临重估。这就不难理解，为什么像摩根大通这样的国际大行，会在1月发布报告，首次覆盖HashKey就给予“增持”评级，目标价看到9港元。 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自身底色：不止于交易，更是生态构建者 当然，大行的背书建立在扎实的基本面上。HashKey的龙头地位是打出来的：2024年平台交易量超6300亿港元，在香港持牌平台中一骑绝尘；营收三年增长超4.5倍，显示出惊人的成长爆发力。更重要的是，它的业务早已超越单纯的交易，形成了“交易+链上服务+资管”的纵深生态。其管理的质押资产规模稳居亚洲前列，以太坊Layer2基础设施也承载了巨额资产，成为香港RWA发展的重要技术底座。 稳定币赛道的“明牌”布局 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在几个投资社区看了看，讨论热度很高，有看好的有唱空的。这说明有分歧，有分歧才有交易机会。我综合了多方信息，还是偏向乐观这一边[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526204947317936","isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521655087509896,"gmtCreate":1768374283163,"gmtModify":1768374285189,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"title":"","htmlText":"多模态是趋势，MINIMAX的视觉、语音、文本三合一能力是其特色。看到一些创作者在用它的工具生成有声内容，这种整合能力是单纯的文本模型比不了的<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"多模态是趋势，MINIMAX的视觉、语音、文本三合一能力是其特色。看到一些创作者在用它的工具生成有声内容，这种整合能力是单纯的文本模型比不了的<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","text":"多模态是趋势，MINIMAX的视觉、语音、文本三合一能力是其特色。看到一些创作者在用它的工具生成有声内容，这种整合能力是单纯的文本模型比不了的$MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521655087509896","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518713776198224,"gmtCreate":1767614298955,"gmtModify":1767614301447,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 政策催化落地：2026年以旧换新补贴延续，地方新能源指标加码，12月销量60,981辆，同比增长63.40%，首次突破6万辆大关，明天等着吃肉！","listText":"<a 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href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>别光看股价跌，看看公司的动作，都在往好的方向走，耐心点","text":"$智汇矿业(02546)$别光看股价跌，看看公司的动作，都在往好的方向走，耐心点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514383211786888","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509810718384144,"gmtCreate":1765503480974,"gmtModify":1765503483062,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 之前融资估值已经90亿，这次上市定价如果合理，或许能给疲软的港股科技板块带来一点活力，就看市场认不认这个故事了","listText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 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这种ToB的机器人龙头，一旦开始持续盈利，估值得重估了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473279665148456","repostId":"473102545863168","repostType":1,"repost":{"id":473102545863168,"gmtCreate":1756535268137,"gmtModify":1756704090494,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3505879823026033","idStr":"3505879823026033"},"themes":[],"title":"全面告捷！极智嘉发布2025年中期业绩： 营收利润劲涨，经调整EBITDA转正，再获破亿大订单   ","htmlText":"（2025 年 8 月 29 日，香港）全球智能型机器人引领者极智嘉（股票代码：2590.HK）今日宣布其截至2025年6月30日止六个月的未经审计中期业绩。报告显示，公司收入同比增长31.0%至人民币10.25亿元，毛利同比增长43.1%至人民币3.6 亿元，亏损净额大幅收窄超90%，经调整EBITDA（非国际财务报告准则计量）转正至人民币1,162万元，彰显强劲发展势头和商业化能力，逼近盈利拐点。业务方面，公司录得订单人民币17.60亿元，同比增长30.1%，并斩获超亿元大订单，同时在大客户复购、新客户、新行业及新渠道拓展方面均实现突破性进展。 商业化能力领跑：营收利润双升 经调整EBITDA转正 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港股机器人板块近期扎堆上市，地平线领跑智驾芯片国产替代，优必选手握人形机器人全球最多专利，极智嘉连续6年AMR全球市占率第一。根据经验：产业风口+技术突破+商业化实力三重共振的赛道，往往催生3-5年周期行情。","images":[{"img":"https://static.tigerbbs.com/1b7b4b2d2fa051b2feb7b5dbc7751c14","width":"601","height":"389"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456431976087576","isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":432472534233888,"gmtCreate":1746594349872,"gmtModify":1746596141365,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"themes":[],"htmlText":"芝能智芯出品","listText":"芝能智芯出品","text":"芝能智芯出品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432472534233888","repostId":"432222969503896","repostType":1,"repost":{"id":432222969503896,"gmtCreate":1746487740000,"gmtModify":1746550772599,"author":{"id":"10000000000010662","authorId":"10000000000010662","name":"芝能汽车","avatar":"https://static.tigerbbs.com/336727d832ab95004d9b13efcaa8b9b2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010662","idStr":"10000000000010662"},"themes":[],"title":"Amkor 25年一季度财报：持续推进先进封装全球化战略","htmlText":"芝能智芯出品 Amkor&nbsp;（安靠科技）作为全球领先的半导体封装与测试服务提供商，在2025年第一季度面对全球宏观经济不确定性、智能手机出货疲软以及汽车和工业市场库存压力的多重挑战下，表现还是很不错的。 本季度营收同比下降3.6%至13.2亿美元，盈利能力亦出现下滑，在AI计算、消费电子和数据中心市场的带动下，Amkor正逐步构建出以先进封装为核心的新增长曲线。 Part 1 逆势承压下的业绩表现： 营收结构分化与财务稳健性并存 ●&nbsp;Amkor在2025年第一季度整体营收下降至13.2亿美元（同比下降3.6%，环比下降19%）。 终端市场表现分化明显，在特定领域保持增长动力的能力： ◎&nbsp;计算领域表现最为强劲，同比增长21%，得益于AI GPU与HPC（高性能计算）需求增长，特别是采用2.5D先进封装技术的加速器和服务器芯片，驱动Amkor在数据中心与网络应用中的份额提升； ◎&nbsp;消费电子领域（尤其是IoT可穿戴设备）同样录得23%的同比增长，在高集成度SiP封装（System-in-Package）市场的强劲竞争力； ◎&nbsp;通信市场则受到iOS生态系统出货疲软的影响，同比下滑19%； ◎&nbsp;汽车与工业市场同比下降6%，受到高库存和需求疲软影响，但Amkor在先进封装（如高可靠性封装、功率模块封装等）方面的项目储备仍具中长期成长潜力。 ●&nbsp;在盈利能力方面， ◎&nbsp;Amkor本季度毛利率为11.9%，低于去年同期的14.8%； ◎&nbsp;营业利润为3200万美元，营业利润率为2.4%，亦显著低于2024年第一季度的5.4%。 ●&nbsp;值得注意的是，公司保持了强健的财务结构： ◎&nbsp;EBITDA达1.97亿美元，EBITDA利润率为14.9%； ◎&nbsp;现金及短期投资高达15.6亿美元，","listText":"芝能智芯出品 Amkor&nbsp;（安靠科技）作为全球领先的半导体封装与测试服务提供商，在2025年第一季度面对全球宏观经济不确定性、智能手机出货疲软以及汽车和工业市场库存压力的多重挑战下，表现还是很不错的。 本季度营收同比下降3.6%至13.2亿美元，盈利能力亦出现下滑，在AI计算、消费电子和数据中心市场的带动下，Amkor正逐步构建出以先进封装为核心的新增长曲线。 Part 1 逆势承压下的业绩表现： 营收结构分化与财务稳健性并存 ●&nbsp;Amkor在2025年第一季度整体营收下降至13.2亿美元（同比下降3.6%，环比下降19%）。 终端市场表现分化明显，在特定领域保持增长动力的能力： ◎&nbsp;计算领域表现最为强劲，同比增长21%，得益于AI GPU与HPC（高性能计算）需求增长，特别是采用2.5D先进封装技术的加速器和服务器芯片，驱动Amkor在数据中心与网络应用中的份额提升； ◎&nbsp;消费电子领域（尤其是IoT可穿戴设备）同样录得23%的同比增长，在高集成度SiP封装（System-in-Package）市场的强劲竞争力； ◎&nbsp;通信市场则受到iOS生态系统出货疲软的影响，同比下滑19%； ◎&nbsp;汽车与工业市场同比下降6%，受到高库存和需求疲软影响，但Amkor在先进封装（如高可靠性封装、功率模块封装等）方面的项目储备仍具中长期成长潜力。 ●&nbsp;在盈利能力方面， ◎&nbsp;Amkor本季度毛利率为11.9%，低于去年同期的14.8%； ◎&nbsp;营业利润为3200万美元，营业利润率为2.4%，亦显著低于2024年第一季度的5.4%。 ●&nbsp;值得注意的是，公司保持了强健的财务结构： ◎&nbsp;EBITDA达1.97亿美元，EBITDA利润率为14.9%； ◎&nbsp;现金及短期投资高达15.6亿美元，","text":"芝能智芯出品 Amkor （安靠科技）作为全球领先的半导体封装与测试服务提供商，在2025年第一季度面对全球宏观经济不确定性、智能手机出货疲软以及汽车和工业市场库存压力的多重挑战下，表现还是很不错的。 本季度营收同比下降3.6%至13.2亿美元，盈利能力亦出现下滑，在AI计算、消费电子和数据中心市场的带动下，Amkor正逐步构建出以先进封装为核心的新增长曲线。 Part 1 逆势承压下的业绩表现： 营收结构分化与财务稳健性并存 ● Amkor在2025年第一季度整体营收下降至13.2亿美元（同比下降3.6%，环比下降19%）。 终端市场表现分化明显，在特定领域保持增长动力的能力： ◎ 计算领域表现最为强劲，同比增长21%，得益于AI GPU与HPC（高性能计算）需求增长，特别是采用2.5D先进封装技术的加速器和服务器芯片，驱动Amkor在数据中心与网络应用中的份额提升； ◎ 消费电子领域（尤其是IoT可穿戴设备）同样录得23%的同比增长，在高集成度SiP封装（System-in-Package）市场的强劲竞争力； ◎ 通信市场则受到iOS生态系统出货疲软的影响，同比下滑19%； ◎ 汽车与工业市场同比下降6%，受到高库存和需求疲软影响，但Amkor在先进封装（如高可靠性封装、功率模块封装等）方面的项目储备仍具中长期成长潜力。 ● 在盈利能力方面， ◎ Amkor本季度毛利率为11.9%，低于去年同期的14.8%； ◎ 营业利润为3200万美元，营业利润率为2.4%，亦显著低于2024年第一季度的5.4%。 ● 值得注意的是，公司保持了强健的财务结构： ◎ EBITDA达1.97亿美元，EBITDA利润率为14.9%； ◎ 现金及短期投资高达15.6亿美元，","images":[{"img":"https://static.tigerbbs.com/ee2585e8dd7e418da469a16baa757205"},{"img":"https://static.tigerbbs.com/495263dc08e542b0bf84bbd6dea89dd3"},{"img":"https://static.tigerbbs.com/6774231ee8be4500a3e1e42cffcb862b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432222969503896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":504227049927120,"gmtCreate":1764136226690,"gmtModify":1764136228683,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088532655480","authorIdStr":"4129088532655480"},"themes":[],"title":"","htmlText":"<a 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$蔚来-SW(09866)$","text":"购置税退坡是阶段性影响，长期看新能源渗透率超90%的趋势不变，拿着蔚来心里不慌$蔚来(NIO)$ $蔚来-SW(09866)$","html":"购置税退坡是阶段性影响，长期看新能源渗透率超90%的趋势不变，拿着蔚来心里不慌$蔚来(NIO)$ $蔚来-SW(09866)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526204947317936,"gmtCreate":1769492891309,"gmtModify":1769492893431,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088532655480","authorIdStr":"4129088532655480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 在几个投资社区看了看，讨论热度很高，有看好的有唱空的。这说明有分歧，有分歧才有交易机会。我综合了多方信息，还是偏向乐观这一边[贱笑]","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 在几个投资社区看了看，讨论热度很高，有看好的有唱空的。这说明有分歧，有分歧才有交易机会。我综合了多方信息，还是偏向乐观这一边[贱笑]","text":"$MINIMAX-WP(00100)$ 在几个投资社区看了看，讨论热度很高，有看好的有唱空的。这说明有分歧，有分歧才有交易机会。我综合了多方信息，还是偏向乐观这一边[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526204947317936","isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538573228380384,"gmtCreate":1772508563694,"gmtModify":1772508565543,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088532655480","authorIdStr":"4129088532655480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 这也算是黄金坑吧","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 这也算是黄金坑吧","text":"$地平线机器人-W(09660)$ 这也算是黄金坑吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538573228380384","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529740102599648,"gmtCreate":1770352055434,"gmtModify":1770352057940,"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088532655480","authorIdStr":"4129088532655480"},"themes":[],"title":"","htmlText":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限<a target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ </a>","listText":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限<a target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ </a>","text":"未来还能上线更多资产和衍生品，HashKey这平台潜力无限$HASHKEY HLDGS(03887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529740102599648","repostId":"529717361246720","repostType":1,"repost":{"id":529717361246720,"gmtCreate":1770346500698,"gmtModify":1770346796968,"author":{"id":"4132110803756740","authorId":"4132110803756740","name":"独立投资者吴强","avatar":"https://static.tigerbbs.com/11bc8fea6bad079018ffc772d0d8db48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132110803756740","authorIdStr":"4132110803756740"},"themes":[],"title":"HashKey：大行喊出9港元目标价，香港稳定币发牌前夜的布局赢家？","htmlText":"金管局总裁余伟文在立法会明确说了，香港首批稳定币发行人牌照预计在今年3月就要落地了，而且首批发牌数量会严格控制，强调“稳妥”为先。 这意味着什么？意味着香港在数字金融合规化的道路上又迈出了关键一步，也意味着相关合规龙头公司的价值面临重估。这就不难理解，为什么像摩根大通这样的国际大行，会在1月发布报告，首次覆盖HashKey就给予“增持”评级，目标价看到9港元。 大行看好的逻辑是什么？ 摩根大通的报告，点出了几个关键。首先是行业大趋势：他们预计2024到2027年，流入香港数字资产的机构资金年复合增长率将高达85%。在这个高速增长的赛道里，HashKey作为市占率超过75%的持牌龙头，无疑是最大、最确定的受益者。报告特别指出，机构业务将是HashKey未来增长的最关键引擎，并预测其2026年收入增速能达到约80%。 大行的认可，不仅基于行业 beta，更源于公司的 alpha。HashKey的先发优势是全方位的：它是香港首家面向零售的持牌交易平台，品牌信誉和合规能力经过了时间检验；产品覆盖广，从交易到资管再到底层技术，生态完整。随着香港未来可能上线更多加密资产、甚至推出衍生品和稳定币服务，HashKey作为一站式合规平台，被认为最有可能抓住这些新机遇，从而享受估值溢价。 自身底色：不止于交易，更是生态构建者 当然，大行的背书建立在扎实的基本面上。HashKey的龙头地位是打出来的：2024年平台交易量超6300亿港元，在香港持牌平台中一骑绝尘；营收三年增长超4.5倍，显示出惊人的成长爆发力。更重要的是，它的业务早已超越单纯的交易，形成了“交易+链上服务+资管”的纵深生态。其管理的质押资产规模稳居亚洲前列，以太坊Layer2基础设施也承载了巨额资产，成为香港RWA发展的重要技术底座。 稳定币赛道的“明牌”布局 回到即将落地的稳定币牌照，这是眼下最明确的催化剂。HashKey在这","listText":"金管局总裁余伟文在立法会明确说了，香港首批稳定币发行人牌照预计在今年3月就要落地了，而且首批发牌数量会严格控制，强调“稳妥”为先。 这意味着什么？意味着香港在数字金融合规化的道路上又迈出了关键一步，也意味着相关合规龙头公司的价值面临重估。这就不难理解，为什么像摩根大通这样的国际大行，会在1月发布报告，首次覆盖HashKey就给予“增持”评级，目标价看到9港元。 大行看好的逻辑是什么？ 摩根大通的报告，点出了几个关键。首先是行业大趋势：他们预计2024到2027年，流入香港数字资产的机构资金年复合增长率将高达85%。在这个高速增长的赛道里，HashKey作为市占率超过75%的持牌龙头，无疑是最大、最确定的受益者。报告特别指出，机构业务将是HashKey未来增长的最关键引擎，并预测其2026年收入增速能达到约80%。 大行的认可，不仅基于行业 beta，更源于公司的 alpha。HashKey的先发优势是全方位的：它是香港首家面向零售的持牌交易平台，品牌信誉和合规能力经过了时间检验；产品覆盖广，从交易到资管再到底层技术，生态完整。随着香港未来可能上线更多加密资产、甚至推出衍生品和稳定币服务，HashKey作为一站式合规平台，被认为最有可能抓住这些新机遇，从而享受估值溢价。 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