请叫我伍茨的个人主页 - 老虎社区

请叫我伍茨

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IP属地：江西

13关注

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0勋章

请叫我伍茨

07-25

1a 2abc 3a 4b 5b 6c 7a 8510 8.1 9ab

请叫我伍茨

06-18

一个骗子公司

抱歉，原内容已删除

请叫我伍茨

05-31

港股打新就是开盲盒

请叫我伍茨

05-22

手滑了，就卖了

请叫我伍茨

05-22

手滑了，就卖了

请叫我伍茨

05-21

赌一把

请叫我伍茨

05-13

$二倍做空黄金ETF(ProShares)(GLL)$

请叫我伍茨

05-10

先看看认购倍数再说吧

“宁德时代”或下周初招股，招股价据报较A股折价10%以内

请叫我伍茨

05-09

$TSLA 20250509 277.5 PUT$

请叫我伍茨

05-09

$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$

请叫我伍茨

05-06

190没中到，猜一个

请叫我伍茨

05-01

$纳指三倍做空ETF(SQQQ)$ 偷个鸡

请叫我伍茨

05-01

请叫我伍茨

04-30

港交所成了一个垃圾桶，什么都往里面装。

抱歉，原内容已删除

请叫我伍茨

04-30

中了和没中差不多

请叫我伍茨

04-29

$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ 固定收益还是可以的

请叫我伍茨

04-28

$沪上阿姨(02589)$ 蜜雪的涨幅还在持续，后有霸王的盈利，就冲着这个赛道，也是可以申购的

请叫我伍茨

04-21

有些东西如果一直蒙着面，给市场就有很有想象的空间。但丑媳妇一旦见了公婆，原形毕露，没了空间。还是赶紧的获利了结的好

请叫我伍茨

04-19

卖卖卖，还用说吗，已经估值过高，本身的定位比较含糊，竞争压力巨大，后续增长乏力

请叫我伍茨

04-18

估计是顶不住的，毕竟外贸废了后，后续的连锁反应是灾难性的

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/GLL\">$二倍做空黄金ETF(ProShares)(GLL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/GLL\">$二倍做空黄金ETF(ProShares)(GLL)$ </a>&nbsp;","text":"$二倍做空黄金ETF(ProShares)(GLL)$","images":[{"img":"https://static.tigerbbs.com/bd3c429b14ecfd6287f5a5bbc221c68d","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434357038514304","isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":433493457670600,"gmtCreate":1746866790774,"gmtModify":1746866792781,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"先看看认购倍数再说吧","listText":"先看看认购倍数再说吧","text":"先看看认购倍数再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433493457670600","repostId":"2534248384","repostType":2,"repost":{"id":"2534248384","kind":"news","pubTimestamp":1746866450,"share":"https://www.laohu8.com/m/news/2534248384?lang=&edition=full","pubTime":"2025-05-10 16:40","market":"other","language":"zh","title":"“宁德时代”或下周初招股，招股价据报较A股折价10%以内","url":"https://stock-news.laohu8.com/highlight/detail?id=2534248384","media":"活报告","summary":"来源：活报告路透社引述消息人士称，中国电池巨头$宁德时代$ 将在香港上市融资约50亿美元，其潜在投资者已被告知，该公司招股价可能较A股股价折价10%以内。报道指出，宁德时代正与投资者会面，准备于下周启动该交易的累计投标工作，本次IPO可能是近四年来香港最大规模的新股发行。消息人士表示，投资者敦促宁德时代将香港招股价定为至少比深圳上市的股票价格低10%，惟最终定价尚未最终确定。","content":"<html><head></head><body><p>来源：活报告</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/996ef366ae9e8aafe0e37cb9f2246472\" tg-width=\"980\" tg-height=\"847\"/></p><p>路透社引述消息人士称，中国电池巨头<a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750.SZ) 将在香港上市融资约50亿美元（约390亿港元），其潜在投资者已被告知，该公司招股价可能较A股股价折价10%以内。其中两位消息人士补充说，折价幅度可能在5%左右。</p><p>报道指出，宁德时代正与投资者会面，准备于下周启动该交易的累计投标工作，本次IPO可能是近四年来香港最大规模的新股发行。</p><p>消息人士表示，投资者敦促宁德时代将香港招股价定为至少比深圳上市的股票价格低10%，惟最终定价尚未最终确定。其中两名消息人士补充道，宁德时代希望基石投资者和锚定投资者认购大约半数新股。</p><p>彭博引述知情人士消息称，卡塔尔投资局（QIA）和中石化（0386.HK）正在考虑投资宁德时代，可能寻求在此次发行中认购价值数亿美元的股票。高瓴资本也在考虑认购。</p><p>此外，知情人士还称，宁德时代还在与包括科威特投资局（KIA）在内的其他基金进行洽谈。其中一些公司可能承诺作为基石投资者认购一定数量的股份，其他则可能在常规机构发行中认购。</p><p>据LiveReport大数据统计，自2015年以来，28家先A后H公司在香港的上市发行价较A股股价平均折让约35%，最高折价率超过60%，最低为11%。即，宁德时代若按10%以内折价发行，将是近十年来先A后H新股里发行折价最少的公司。</p><p>从市场表现看，近十年先A后H的公司港股上市首日涨跌各半，平均涨幅为0.4%。其中，有近四成首日以平盘收尾，首日表现最好的上涨近35%，最差的跌近30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9744be85474c6ce6f2792457e42e01b7\" tg-width=\"777\" tg-height=\"776\"/></p><p>不过，考虑到以下几个因素，小幅折价发行可能也会得到较踊跃的市场认购：</p><p>1）近四年来的巨无霸明星项目，市场热度高；</p><p>2）港股本身发行比例较小，或为5%；</p><p>3）基石主要面向主权、长线投资者，有锁定期的基石投资者所认购的股份不少；</p><p>4）公司作为全球新能源巨头，海外投资机构配置需求较高；</p><p>5）公司业绩增速预计在20%以上，目前宁德时代在A股的PE仅20倍，港股有折价，PE则会更低。</p><p>特别声明：以上内容仅代表作者本人的观点或立场，不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。</p><p>海量资讯、精准解读，尽在新浪财经APP</p></body></html>","source":"sina","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>“宁德时代”或下周初招股，招股价据报较A股折价10%以内</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“宁德时代”或下周初招股，招股价据报较A股折价10%以内\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-10 16:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/cj/2025-05-09/doc-inevynpq7359731.shtml><strong>活报告</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：活报告路透社引述消息人士称，中国电池巨头宁德时代(300750.SZ) 将在香港上市融资约50亿美元（约390亿港元），其潜在投资者已被告知，该公司招股价可能较A股股价折价10%以内。其中两位消息人士补充说，折价幅度可能在5%左右。报道指出，宁德时代正与投资者会面，准备于下周启动该交易的累计投标工作，本次IPO可能是近四年来香港最大规模的新股发行。消息人士表示，投资者敦促宁德时代将香港招股价...</p>\n\n<a href=\"https://finance.sina.com.cn/cj/2025-05-09/doc-inevynpq7359731.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/983e0432c72ee1117f6c5b8a19ed6e25","relate_stocks":{"03750":"宁德时代"},"source_url":"https://finance.sina.com.cn/cj/2025-05-09/doc-inevynpq7359731.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2534248384","content_text":"来源：活报告路透社引述消息人士称，中国电池巨头宁德时代(300750.SZ) 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蜜雪的涨幅还在持续，后有霸王的盈利，就冲着这个赛道，也是可以申购的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429360810373880","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426866361340024,"gmtCreate":1745238960328,"gmtModify":1745238962553,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"有些东西如果一直蒙着面，给市场就有很有想象的空间。但丑媳妇一旦见了公婆，原形毕露，没了空间。还是赶紧的获利了结的好","listText":"有些东西如果一直蒙着面，给市场就有很有想象的空间。但丑媳妇一旦见了公婆，原形毕露，没了空间。还是赶紧的获利了结的好","text":"有些东西如果一直蒙着面，给市场就有很有想象的空间。但丑媳妇一旦见了公婆，原形毕露，没了空间。还是赶紧的获利了结的好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426866361340024","isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426107235852536,"gmtCreate":1745053280702,"gmtModify":1745054489577,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"卖卖卖，还用说吗，已经估值过高，本身的定位比较含糊，竞争压力巨大，后续增长乏力","listText":"卖卖卖，还用说吗，已经估值过高，本身的定位比较含糊，竞争压力巨大，后续增长乏力","text":"卖卖卖，还用说吗，已经估值过高，本身的定位比较含糊，竞争压力巨大，后续增长乏力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426107235852536","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425806706769936,"gmtCreate":1744980126387,"gmtModify":1744981451171,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"估计是顶不住的，毕竟外贸废了后，后续的连锁反应是灾难性的","listText":"估计是顶不住的，毕竟外贸废了后，后续的连锁反应是灾难性的","text":"估计是顶不住的，毕竟外贸废了后，后续的连锁反应是灾难性的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425806706769936","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":433493457670600,"gmtCreate":1746866790774,"gmtModify":1746866792781,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"先看看认购倍数再说吧","listText":"先看看认购倍数再说吧","text":"先看看认购倍数再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433493457670600","repostId":"2534248384","repostType":2,"repost":{"id":"2534248384","kind":"news","pubTimestamp":1746866450,"share":"https://www.laohu8.com/m/news/2534248384?lang=&edition=full","pubTime":"2025-05-10 16:40","market":"other","language":"zh","title":"“宁德时代”或下周初招股，招股价据报较A股折价10%以内","url":"https://stock-news.laohu8.com/highlight/detail?id=2534248384","media":"活报告","summary":"来源：活报告路透社引述消息人士称，中国电池巨头$宁德时代$ 将在香港上市融资约50亿美元，其潜在投资者已被告知，该公司招股价可能较A股股价折价10%以内。报道指出，宁德时代正与投资者会面，准备于下周启动该交易的累计投标工作，本次IPO可能是近四年来香港最大规模的新股发行。消息人士表示，投资者敦促宁德时代将香港招股价定为至少比深圳上市的股票价格低10%，惟最终定价尚未最终确定。","content":"<html><head></head><body><p>来源：活报告</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/996ef366ae9e8aafe0e37cb9f2246472\" tg-width=\"980\" tg-height=\"847\"/></p><p>路透社引述消息人士称，中国电池巨头<a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750.SZ) 将在香港上市融资约50亿美元（约390亿港元），其潜在投资者已被告知，该公司招股价可能较A股股价折价10%以内。其中两位消息人士补充说，折价幅度可能在5%左右。</p><p>报道指出，宁德时代正与投资者会面，准备于下周启动该交易的累计投标工作，本次IPO可能是近四年来香港最大规模的新股发行。</p><p>消息人士表示，投资者敦促宁德时代将香港招股价定为至少比深圳上市的股票价格低10%，惟最终定价尚未最终确定。其中两名消息人士补充道，宁德时代希望基石投资者和锚定投资者认购大约半数新股。</p><p>彭博引述知情人士消息称，卡塔尔投资局（QIA）和中石化（0386.HK）正在考虑投资宁德时代，可能寻求在此次发行中认购价值数亿美元的股票。高瓴资本也在考虑认购。</p><p>此外，知情人士还称，宁德时代还在与包括科威特投资局（KIA）在内的其他基金进行洽谈。其中一些公司可能承诺作为基石投资者认购一定数量的股份，其他则可能在常规机构发行中认购。</p><p>据LiveReport大数据统计，自2015年以来，28家先A后H公司在香港的上市发行价较A股股价平均折让约35%，最高折价率超过60%，最低为11%。即，宁德时代若按10%以内折价发行，将是近十年来先A后H新股里发行折价最少的公司。</p><p>从市场表现看，近十年先A后H的公司港股上市首日涨跌各半，平均涨幅为0.4%。其中，有近四成首日以平盘收尾，首日表现最好的上涨近35%，最差的跌近30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9744be85474c6ce6f2792457e42e01b7\" tg-width=\"777\" tg-height=\"776\"/></p><p>不过，考虑到以下几个因素，小幅折价发行可能也会得到较踊跃的市场认购：</p><p>1）近四年来的巨无霸明星项目，市场热度高；</p><p>2）港股本身发行比例较小，或为5%；</p><p>3）基石主要面向主权、长线投资者，有锁定期的基石投资者所认购的股份不少；</p><p>4）公司作为全球新能源巨头，海外投资机构配置需求较高；</p><p>5）公司业绩增速预计在20%以上，目前宁德时代在A股的PE仅20倍，港股有折价，PE则会更低。</p><p>特别声明：以上内容仅代表作者本人的观点或立场，不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。</p><p>海量资讯、精准解读，尽在新浪财经APP</p></body></html>","source":"sina","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>“宁德时代”或下周初招股，招股价据报较A股折价10%以内</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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“宁德时代”或下周初招股，招股价据报较A股折价10%以内\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-10 16:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/cj/2025-05-09/doc-inevynpq7359731.shtml><strong>活报告</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：活报告路透社引述消息人士称，中国电池巨头宁德时代(300750.SZ) 将在香港上市融资约50亿美元（约390亿港元），其潜在投资者已被告知，该公司招股价可能较A股股价折价10%以内。其中两位消息人士补充说，折价幅度可能在5%左右。报道指出，宁德时代正与投资者会面，准备于下周启动该交易的累计投标工作，本次IPO可能是近四年来香港最大规模的新股发行。消息人士表示，投资者敦促宁德时代将香港招股价...</p>\n\n<a href=\"https://finance.sina.com.cn/cj/2025-05-09/doc-inevynpq7359731.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/983e0432c72ee1117f6c5b8a19ed6e25","relate_stocks":{"03750":"宁德时代"},"source_url":"https://finance.sina.com.cn/cj/2025-05-09/doc-inevynpq7359731.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2534248384","content_text":"来源：活报告路透社引述消息人士称，中国电池巨头宁德时代(300750.SZ) 将在香港上市融资约50亿美元（约390亿港元），其潜在投资者已被告知，该公司招股价可能较A股股价折价10%以内。其中两位消息人士补充说，折价幅度可能在5%左右。报道指出，宁德时代正与投资者会面，准备于下周启动该交易的累计投标工作，本次IPO可能是近四年来香港最大规模的新股发行。消息人士表示，投资者敦促宁德时代将香港招股价定为至少比深圳上市的股票价格低10%，惟最终定价尚未最终确定。其中两名消息人士补充道，宁德时代希望基石投资者和锚定投资者认购大约半数新股。彭博引述知情人士消息称，卡塔尔投资局（QIA）和中石化（0386.HK）正在考虑投资宁德时代，可能寻求在此次发行中认购价值数亿美元的股票。高瓴资本也在考虑认购。此外，知情人士还称，宁德时代还在与包括科威特投资局（KIA）在内的其他基金进行洽谈。其中一些公司可能承诺作为基石投资者认购一定数量的股份，其他则可能在常规机构发行中认购。据LiveReport大数据统计，自2015年以来，28家先A后H公司在香港的上市发行价较A股股价平均折让约35%，最高折价率超过60%，最低为11%。即，宁德时代若按10%以内折价发行，将是近十年来先A后H新股里发行折价最少的公司。从市场表现看，近十年先A后H的公司港股上市首日涨跌各半，平均涨幅为0.4%。其中，有近四成首日以平盘收尾，首日表现最好的上涨近35%，最差的跌近30%。不过，考虑到以下几个因素，小幅折价发行可能也会得到较踊跃的市场认购：1）近四年来的巨无霸明星项目，市场热度高；2）港股本身发行比例较小，或为5%；3）基石主要面向主权、长线投资者，有锁定期的基石投资者所认购的股份不少；4）公司作为全球新能源巨头，海外投资机构配置需求较高；5）公司业绩增速预计在20%以上，目前宁德时代在A股的PE仅20倍，港股有折价，PE则会更低。特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"03750":1}},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426107235852536,"gmtCreate":1745053280702,"gmtModify":1745054489577,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"卖卖卖，还用说吗，已经估值过高，本身的定位比较含糊，竞争压力巨大，后续增长乏力","listText":"卖卖卖，还用说吗，已经估值过高，本身的定位比较含糊，竞争压力巨大，后续增长乏力","text":"卖卖卖，还用说吗，已经估值过高，本身的定位比较含糊，竞争压力巨大，后续增长乏力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426107235852536","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424668231164160,"gmtCreate":1744688126287,"gmtModify":1744690490967,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"特朗普是一个啥都可能干出来的，所以对于中概的退市，也不是没可能，只是香港能不能接住。是一个问题。短期看，说是能接住，这个我信，到长期看，不好说，毕竟是要获利了结的。","listText":"特朗普是一个啥都可能干出来的，所以对于中概的退市，也不是没可能，只是香港能不能接住。是一个问题。短期看，说是能接住，这个我信，到长期看，不好说，毕竟是要获利了结的。","text":"特朗普是一个啥都可能干出来的，所以对于中概的退市，也不是没可能，只是香港能不能接住。是一个问题。短期看，说是能接住，这个我信，到长期看，不好说，毕竟是要获利了结的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424668231164160","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460554743095320,"gmtCreate":1753449529982,"gmtModify":1753449533355,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"1a 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10:09","market":"us","language":"zh","title":"“疯狂”的599倍大牛股，如何支撑2700亿市值？","url":"https://stock-news.laohu8.com/highlight/detail?id=2544948726","media":"尺度财经","summary":"从今年年初的 0.1337美元算起，其股价已飙涨了599倍 。599倍暴涨背后的“爆点”存疑今年脑再生科技股价大涨，或与两个因素有关。2025年，脑机接口领域重大消息频出。证券软件显示，截至2025年3月10日，Yat-Gai Au直接持股占已发行普通股比例为86.24%。按最新收盘市值计算，他的持股市值超过2300亿元。盈利方面，公司上市后的归母净利润均为负值，亏损金额超过430万美元。综合来看，脑再生科技股价暴涨599倍下，2100亿市值与0营收、12 人团队形成反差。","content":"<html><body><article><p>文 | 杨万里</p><p>编辑 | 张佳儒</p><p>当脑机接口概念股在二级市场掀起狂欢，一只涨幅惊人的大牛股已走进聚光灯下，这位主角就是在美股上市的中概股--<a href=\"https://laohu8.com/S/RGC\">脑再生</a>科技。</p><p>美东时间 6 月 17日，脑再生科技股价再次上涨30%，股价收报78美元，总市值达到 385.7亿美元（约合人民币2768亿元）。从今年年初的 0.1337美元算起，其股价已飙涨了599倍 。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250618101139502v2066hn5fjgcxos\"/><p>值得关注的是，脑再生科技是一家员工仅12人的医药科学公司，且从财务数据来看，在2021至2024 财年，公司营收均为0。在 2024 财年财报中，公司坦言 “可能永远无法盈利”。</p><p>脑再生科技股价缘何狂飙？有媒体报道，这与该公司在脑机接口领域取得的里程碑式突破有关。但是，通过查询证券软件，5月份脑再生科技未发布公告披露相关<a href=\"https://laohu8.com/S/300469\">信息</a>，到底怎么回事？</p><p><strong>599倍暴涨背后的“爆点”存疑</strong></p><p>今年脑再生科技股价大涨，或与两个因素有关。</p><p>2025年，脑机接口领域重大消息频出。比如，马斯克旗下脑机接口公司Neuralink完成新一轮融资，投前估值大幅上升；中国成功开展首例侵入式脑机接口临床试验，等等。</p><p>据机构预测，2030年至2040年间，全球脑机接口医疗应用潜在市场规模可达400亿美元至1450亿美元，折合人民币约2872亿元至10411亿元。</p><p>若脑机接口能在医疗应用场景进行商业化落地，将使得上游的传感器、芯片和材料供应商，中游的硬件制造与算法开发企业，下游的医疗康复、智能家居等应用领域相继受益。</p><p>援引媒体报道，与脑再生科技直接有关的消息是：5月9日脑再生科技宣布“新一代神经调控芯片通过FDA临床试验审批”，同时宣布与梅奥诊所合作开展帕金森病治疗研究。</p><p>这一信息是脑再生科技股价上涨的“爆点”，然而，这一关键信息的真实性却存疑。有媒体通过查询脑再生科技官网以及美股信息披露平台，却没有看到相关信息。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250618101140117v2065xuxvr1svum\"/><p>另一个实施了股票拆分计划。</p><p>今年6月2日，脑再生科技发布公告称，董事会批准了38比1的远期股票拆分，以股票红利的形式支付。根据纳斯达克资本市场的最终批准，预计将于2025年6月16日开市时以股票分割后调整后的基础开始交易。巧合的是，在流通股规模扩大之际，昨日脑再生科技的股价显著上涨。</p><p>而随着股价一轮上行，脑再生科技的第一大股东Yat-Gai Au成为“最大赢家”。</p><p>证券软件显示，截至2025年3月10日，Yat-Gai Au直接持股占已发行普通股比例为86.24%。按最新收盘市值计算，他的持股市值超过2300亿元。</p><p><strong>研发费用连降，</strong></p><p><strong>大牛股还能狂飙多久？</strong></p><p>资料显示，脑再生科技是一家早期生物科学公司，专注于研究、开发和商业化用于治疗神经认知障碍和退化（特别是ADHD和ASD）的中药。</p><p>脑再生科技的员工数量为12人，其中包括6名高管。</p><p>Yat-Gai Au是脑再生科技的董事会主席及首席执行官，他鲜明的特征是具有多维度跨界履历。</p><p>从职业生涯看，Yat-Gai Au的曾在<a href=\"https://laohu8.com/S/DB\">德意志银行</a>和<a href=\"https://laohu8.com/S/ING\">荷兰国际</a>集团从事过投资银行业务，也是一位活跃的房地产、科技和生物技术投资者。</p><p>近年来，脑再生科技开展业务的一个基础条件是得到了Yat-Gai Au父亲的“资源”相助。</p><p>Yat-Gai Au的父亲叫Sik Kee Au，拥有电气工程学士和硕士学位，后来他选择当上一名中医师。</p><p>Sik Kee Au发明了“Sik-Kee Au 中医脑理论®”。脑再生科技此前在公告中表示，该公司与Yat-Gai Au的父亲达成战略合作伙伴关系，拥有所有中药配方和中药配方的知识产权拥有独家权利和所有权。</p><p>值得注意的是，一方面，脑再生科技称中医脑理论已证明可降低患者的ADHD和ASD状况的严重程度；另一方面，又坦言“中医脑理论在中医或其他领域的一般文献中并未得到认可”、“临床治疗结果没有得到临床数据或试验的支持”。</p><p>目前，脑再生科技对中药复方候选物的研发尚处于早期开发阶段，且针对轻度、中度和重度 ADHD 和ASD患者的标准化中药候选配方仍在开发中。</p><p>反映到财报上，缺乏产品商业化带来的结果是无收入。从2021年7月份上市至2024年6月份，脑再生科技的收入为0元。盈利方面，公司上市后的归母<span>净利润</span>均为负值，亏损金额超过430万美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250618101149709v206yntvggtvozj\"/><p>脑再生科技已提示风险称，该公司尚未从任何中药候选配方中获得收入，也未申请任何监管部门的批准，也没有分销能力或经验，也没有任何已授予的专利或正在申请的专利，并且可能永远不会盈利。</p><p>另外，我们也关注到，过去三个财报，脑再生科技披露的研发费用分别为251.2万美元、158.2万美元、106.6万美元，研发费用金额连续下降，且最近一个报告期的研发费用不足800万元人民币。</p><p>综合来看，脑再生科技股价暴涨599倍下，2100亿市值与0营收、12 人团队形成反差。媒体报道的 “技术突破” 未获证实，让这场估值狂飙更充满戏剧性。<a href=\"https://laohu8.com/S/600532\">未来</a>，脑再生科技这场估值狂飙如何收场？欢迎在评论区留言。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250618101151819v2069gbu3inqifo\"/><p>更多精彩内容，点击关注</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250618101157872v2069qnu7057d8f\"/><p>关于尺度</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>“疯狂”的599倍大牛股，如何支撑2700亿市值？</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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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“疯狂”的599倍大牛股，如何支撑2700亿市值？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-18 10:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618101216a4af8b14&s=b><strong>尺度财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 杨万里编辑 | 张佳儒当脑机接口概念股在二级市场掀起狂欢，一只涨幅惊人的大牛股已走进聚光灯下，这位主角就是在美股上市的中概股--脑再生科技。美东时间 6 月 17日，脑再生科技股价再次上涨30%，股价收报78美元，总市值达到 385.7亿美元（约合人民币2768亿元）。从今年年初的 0.1337美元算起，其股价已飙涨了599倍 。值得关注的是，脑再生科技是一家员工仅12人的医药科学公司，且...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618101216a4af8b14&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4139":"生物科技","BK4007":"制药","RGC":"脑再生科技","ABVC":"ABVC BioPharma, Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618101216a4af8b14&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2544948726","content_text":"文 | 杨万里编辑 | 张佳儒当脑机接口概念股在二级市场掀起狂欢，一只涨幅惊人的大牛股已走进聚光灯下，这位主角就是在美股上市的中概股--脑再生科技。美东时间 6 月 17日，脑再生科技股价再次上涨30%，股价收报78美元，总市值达到 385.7亿美元（约合人民币2768亿元）。从今年年初的 0.1337美元算起，其股价已飙涨了599倍 。值得关注的是，脑再生科技是一家员工仅12人的医药科学公司，且从财务数据来看，在2021至2024 财年，公司营收均为0。在 2024 财年财报中，公司坦言 “可能永远无法盈利”。脑再生科技股价缘何狂飙？有媒体报道，这与该公司在脑机接口领域取得的里程碑式突破有关。但是，通过查询证券软件，5月份脑再生科技未发布公告披露相关信息，到底怎么回事？599倍暴涨背后的“爆点”存疑今年脑再生科技股价大涨，或与两个因素有关。2025年，脑机接口领域重大消息频出。比如，马斯克旗下脑机接口公司Neuralink完成新一轮融资，投前估值大幅上升；中国成功开展首例侵入式脑机接口临床试验，等等。据机构预测，2030年至2040年间，全球脑机接口医疗应用潜在市场规模可达400亿美元至1450亿美元，折合人民币约2872亿元至10411亿元。若脑机接口能在医疗应用场景进行商业化落地，将使得上游的传感器、芯片和材料供应商，中游的硬件制造与算法开发企业，下游的医疗康复、智能家居等应用领域相继受益。援引媒体报道，与脑再生科技直接有关的消息是：5月9日脑再生科技宣布“新一代神经调控芯片通过FDA临床试验审批”，同时宣布与梅奥诊所合作开展帕金森病治疗研究。这一信息是脑再生科技股价上涨的“爆点”，然而，这一关键信息的真实性却存疑。有媒体通过查询脑再生科技官网以及美股信息披露平台，却没有看到相关信息。另一个实施了股票拆分计划。今年6月2日，脑再生科技发布公告称，董事会批准了38比1的远期股票拆分，以股票红利的形式支付。根据纳斯达克资本市场的最终批准，预计将于2025年6月16日开市时以股票分割后调整后的基础开始交易。巧合的是，在流通股规模扩大之际，昨日脑再生科技的股价显著上涨。而随着股价一轮上行，脑再生科技的第一大股东Yat-Gai Au成为“最大赢家”。证券软件显示，截至2025年3月10日，Yat-Gai Au直接持股占已发行普通股比例为86.24%。按最新收盘市值计算，他的持股市值超过2300亿元。研发费用连降，大牛股还能狂飙多久？资料显示，脑再生科技是一家早期生物科学公司，专注于研究、开发和商业化用于治疗神经认知障碍和退化（特别是ADHD和ASD）的中药。脑再生科技的员工数量为12人，其中包括6名高管。Yat-Gai Au是脑再生科技的董事会主席及首席执行官，他鲜明的特征是具有多维度跨界履历。从职业生涯看，Yat-Gai Au的曾在德意志银行和荷兰国际集团从事过投资银行业务，也是一位活跃的房地产、科技和生物技术投资者。近年来，脑再生科技开展业务的一个基础条件是得到了Yat-Gai Au父亲的“资源”相助。Yat-Gai Au的父亲叫Sik Kee Au，拥有电气工程学士和硕士学位，后来他选择当上一名中医师。Sik Kee Au发明了“Sik-Kee Au 中医脑理论®”。脑再生科技此前在公告中表示，该公司与Yat-Gai Au的父亲达成战略合作伙伴关系，拥有所有中药配方和中药配方的知识产权拥有独家权利和所有权。值得注意的是，一方面，脑再生科技称中医脑理论已证明可降低患者的ADHD和ASD状况的严重程度；另一方面，又坦言“中医脑理论在中医或其他领域的一般文献中并未得到认可”、“临床治疗结果没有得到临床数据或试验的支持”。目前，脑再生科技对中药复方候选物的研发尚处于早期开发阶段，且针对轻度、中度和重度 ADHD 和ASD患者的标准化中药候选配方仍在开发中。反映到财报上，缺乏产品商业化带来的结果是无收入。从2021年7月份上市至2024年6月份，脑再生科技的收入为0元。盈利方面，公司上市后的归母净利润均为负值，亏损金额超过430万美元。脑再生科技已提示风险称，该公司尚未从任何中药候选配方中获得收入，也未申请任何监管部门的批准，也没有分销能力或经验，也没有任何已授予的专利或正在申请的专利，并且可能永远不会盈利。另外，我们也关注到，过去三个财报，脑再生科技披露的研发费用分别为251.2万美元、158.2万美元、106.6万美元，研发费用金额连续下降，且最近一个报告期的研发费用不足800万元人民币。综合来看，脑再生科技股价暴涨599倍下，2100亿市值与0营收、12 人团队形成反差。媒体报道的 “技术突破” 未获证实，让这场估值狂飙更充满戏剧性。未来，脑再生科技这场估值狂飙如何收场？欢迎在评论区留言。更多精彩内容，点击关注关于尺度","news_type":1,"symbols_score_info":{"ABVC":0.6,"RGC":0.9}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440829657157672,"gmtCreate":1748662881839,"gmtModify":1748662883072,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"港股打新就是开盲盒","listText":"港股打新就是开盲盒","text":"港股打新就是开盲盒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440829657157672","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437769240408144,"gmtCreate":1747902086520,"gmtModify":1747902089649,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"手滑了，就卖了","listText":"手滑了，就卖了","text":"手滑了，就卖了","images":[{"img":"https://static.tigerbbs.com/f92ab837f333f2582988f5bbe83d1103","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437769240408144","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437770098959144,"gmtCreate":1747902069243,"gmtModify":1747902073170,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"手滑了，就卖了","listText":"手滑了，就卖了","text":"手滑了，就卖了","images":[{"img":"https://static.tigerbbs.com/0884a0008287da230a02b974b03d4bf0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437770098959144","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437419879723848,"gmtCreate":1747823104429,"gmtModify":1747823107427,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"赌一把","listText":"赌一把","text":"赌一把","images":[{"img":"https://static.tigerbbs.com/641f6aa357bd653694e4d797a7188c27","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437419879723848","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":434357038514304,"gmtCreate":1747077905402,"gmtModify":1747077908346,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"<a 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</a>&nbsp;","text":"$元保(YB)$","images":[{"img":"https://static.tigerbbs.com/365f4f3214260f13e286ced378d30e0c","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430312429732064","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":430078887604984,"gmtCreate":1746021973981,"gmtModify":1746023424005,"author":{"id":"4207310042185720","authorId":"4207310042185720","name":"请叫我伍茨","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207310042185720","authorIdStr":"4207310042185720"},"themes":[],"htmlText":"港交所成了一个垃圾桶，什么都往里面装。","listText":"港交所成了一个垃圾桶，什么都往里面装。","text":"港交所成了一个垃圾桶，什么都往里面装。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430078887604984","repostId":"2531936725","repostType":2,"repost":{"id":"2531936725","kind":"news","pubTimestamp":1745979600,"share":"https://www.laohu8.com/m/news/2531936725?lang=&edition=full","pubTime":"2025-04-30 10:20","market":"sg","language":"zh","title":"一季度销量暴跌超40%，赛力斯递表港股IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2531936725","media":"市场资讯","summary":"　　导语：产销快报显示，今年1-3月份赛力斯销量分别为22430辆、21329辆、24609辆，同比分别大跌45.82%、39.43%、34.43%。　　据赛力斯集团股份有限公司在港交所递交的招股书内容，其上市计划已迈出关键一步。赛力斯始创于 1986 年，是一家以新能源汽车为核心业务的技术科技型企业，目前也是 A 股上市公司。　　总体而言，赛力斯在港交所的 IPO 为其发展带来了新的机遇，但也面临着诸多挑战。","content":"<html><body><div>\n<p> 专题：<a href=\"https://laohu8.com/S/601127\">赛力斯</a>港股IPO：去年扭亏为盈净利59亿元</p>\n<p cms-style=\"subpect-abstract\">　　来源：阿尔法工场研究院</p>\n<p cms-style=\"subpect-abstract\">　　<font>导</font><font>语：产销快报显示，今年1-3月份<span>赛力斯</span><span></span>销量分别为22430辆、21329辆、24609辆，同比分别大跌45.82%、39.43%、34.43%。</font></p>\n<p>　　据赛力斯集团股份有限公司在港交所递交的招股书内容，其上市计划已迈出关键一步。赛力斯始创于 1986 年，是一家以新能源汽车为核心业务的技术科技型企业，目前也是 A 股上市公司。其业务覆盖新能源汽车及核心三电等产品的研发、制造、销售及服务。</p>\n<p>　　在市场定位上，赛力斯主要针对中高端市场，通过与华为的深度合作，推出了问界系列车型，如问界 M5、M7、M9 等，覆盖了 SUV 和 MPV 等细分领域，凭借<a href=\"https://laohu8.com/S/DLX\">豪华</a>内饰、卓越性能和智能化驾驶体验，赢得了众多消费者的青睐。</p>\n<p>　　从财务数据来看，赛力斯在过去几年呈现出显著的增长态势。根据招股书，2024 年其营业收入同比增长了 50%，净利润达到历史新高。新能源汽车业务作为核心收入来源，占比达 93.33%，毛利率为 26.21%。</p>\n<p>　　这一增长得益于其产品矩阵的丰富以及市场份额的逐步扩大。同时，赛力斯积极拓展海外市场，整车已远销全球 70 多个国家和地区，累计出口超过 50 万辆。</p>\n<p>　　在技术创新方面，赛力斯也有诸多亮点。其自主研发的 “云海架构” 不断迭代，支持多种先进的架构模式，为智能驾驶提供了坚实的技术基础。</p>\n<p>　　基于鸿蒙操作系统研发的智能网联技术，为用户带来了便捷、舒适的交互体验。此外，赛力斯还应用了万吨级超级智能压铸单元，提升了生产效率与车身强度。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250430/87/w1080h607/20250430/aa59-ad1a3a553b9c0ccd9ccb97a93d4a597d.png\"/><span></span></div>\n<p>　　然而，赛力斯在港股市场的 IPO 并非毫无挑战。尽管其在新能源汽车领域取得了一定成绩，但市场竞争依然激烈。全球范围内，众多传统车企和新兴造车势力都在加速布局新能源市场，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等竞争对手已经占据了一定的市场份额，并拥有强大的品牌影响力和技术研发能力。</p>\n<p>　　此外，新能源汽车行业对资金的需求巨大，持续的研发投入和市场拓展需要大量资金支持，这对赛力斯的融资能力和资金管理能力提出了较高要求。</p>\n<p>　　从投资价值来看，赛力斯具备一定的潜力。随着全球对环保和智能出行的需求不断增加，新能源汽车市场前景广阔。赛力斯凭借与华为的深度合作，在技术协同和品牌赋能方面具有优势。</p>\n<p>　　其高端定位的产品策略也有助于提升毛利率和品牌形象。例如，问界 M9 切入超高端市场，毛利率超 35%，显示出产品的市场竞争力。此外，赛力斯积极布局海外市场，有望在国际市场上获取更多份额。</p>\n<p>　　但潜在风险也不容忽视。一方面，技术创新的速度至关重要，如果赛力斯不能持续跟上行业的技术发展步伐，可能会在竞争中处于劣势。另一方面，全球经济环境的不确定性以及政策变化，如补贴政策的调整等，都可能对其市场需求和盈利能力产生影响。</p>\n<p>　　总体而言，赛力斯在港交所的 IPO 为其发展带来了新的机遇，但也面临着诸多挑战。投资者在关注其投资价值的同时，也需充分考虑潜在风险。在新能源汽车行业快速发展的背景下，赛力斯的未来表现将取决于其技术创新能力、市场拓展能力以及应对风险的能力。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>一季度销量暴跌超40%，赛力斯递表港股IPO</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一季度销量暴跌超40%，赛力斯递表港股IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-30 10:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/cn/2025-04-30/doc-ineuxfhw3444768.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：赛力斯港股IPO：去年扭亏为盈净利59亿元\n　　来源：阿尔法工场研究院\n　　导语：产销快报显示，今年1-3月份赛力斯销量分别为22430辆、21329辆、24609辆，同比分别大跌45.82%、39.43%、34.43%。\n　　据赛力斯集团股份有限公司在港交所递交的招股书内容，其上市计划已迈出关键一步。赛力斯始创于 1986 年，是一家以新能源汽车为核心业务的技术科技型企业，目前也是 A 股...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2025-04-30/doc-ineuxfhw3444768.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601127":"赛力斯","HSTECH":"恒生科技指数","BK0012":"证金概念","BK0264":"汽车制造","YANG":"三倍做空富时中国ETF-Direxion","BK0028":"国家队","BK0201":"可转债","HSCEI":"国企指数","BK0185":"二线龙头","BK4614":"Manus概念股","BK0014":"新能源汽车"},"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-04-30/doc-ineuxfhw3444768.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2531936725","content_text":"专题：赛力斯港股IPO：去年扭亏为盈净利59亿元\n　　来源：阿尔法工场研究院\n　　导语：产销快报显示，今年1-3月份赛力斯销量分别为22430辆、21329辆、24609辆，同比分别大跌45.82%、39.43%、34.43%。\n　　据赛力斯集团股份有限公司在港交所递交的招股书内容，其上市计划已迈出关键一步。赛力斯始创于 1986 年，是一家以新能源汽车为核心业务的技术科技型企业，目前也是 A 股上市公司。其业务覆盖新能源汽车及核心三电等产品的研发、制造、销售及服务。\n　　在市场定位上，赛力斯主要针对中高端市场，通过与华为的深度合作，推出了问界系列车型，如问界 M5、M7、M9 等，覆盖了 SUV 和 MPV 等细分领域，凭借豪华内饰、卓越性能和智能化驾驶体验，赢得了众多消费者的青睐。\n　　从财务数据来看，赛力斯在过去几年呈现出显著的增长态势。根据招股书，2024 年其营业收入同比增长了 50%，净利润达到历史新高。新能源汽车业务作为核心收入来源，占比达 93.33%，毛利率为 26.21%。\n　　这一增长得益于其产品矩阵的丰富以及市场份额的逐步扩大。同时，赛力斯积极拓展海外市场，整车已远销全球 70 多个国家和地区，累计出口超过 50 万辆。\n　　在技术创新方面，赛力斯也有诸多亮点。其自主研发的 “云海架构” 不断迭代，支持多种先进的架构模式，为智能驾驶提供了坚实的技术基础。\n　　基于鸿蒙操作系统研发的智能网联技术，为用户带来了便捷、舒适的交互体验。此外，赛力斯还应用了万吨级超级智能压铸单元，提升了生产效率与车身强度。\n\n　　然而，赛力斯在港股市场的 IPO 并非毫无挑战。尽管其在新能源汽车领域取得了一定成绩，但市场竞争依然激烈。全球范围内，众多传统车企和新兴造车势力都在加速布局新能源市场，特斯拉等竞争对手已经占据了一定的市场份额，并拥有强大的品牌影响力和技术研发能力。\n　　此外，新能源汽车行业对资金的需求巨大，持续的研发投入和市场拓展需要大量资金支持，这对赛力斯的融资能力和资金管理能力提出了较高要求。\n　　从投资价值来看，赛力斯具备一定的潜力。随着全球对环保和智能出行的需求不断增加，新能源汽车市场前景广阔。赛力斯凭借与华为的深度合作，在技术协同和品牌赋能方面具有优势。\n　　其高端定位的产品策略也有助于提升毛利率和品牌形象。例如，问界 M9 切入超高端市场，毛利率超 35%，显示出产品的市场竞争力。此外，赛力斯积极布局海外市场，有望在国际市场上获取更多份额。\n　　但潜在风险也不容忽视。一方面，技术创新的速度至关重要，如果赛力斯不能持续跟上行业的技术发展步伐，可能会在竞争中处于劣势。另一方面，全球经济环境的不确定性以及政策变化，如补贴政策的调整等，都可能对其市场需求和盈利能力产生影响。\n　　总体而言，赛力斯在港交所的 IPO 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href=\"https://laohu8.com/S/BIL\">$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ </a> 固定收益还是可以的","listText":"<a href=\"https://laohu8.com/S/BIL\">$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ </a> 固定收益还是可以的","text":"$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ 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