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fifi9527
07-15
$Above Food Ingredients Inc(ABVE)$
乐色股
fifi9527
07-14
$Sunrun Inc.(RUN)$
好
fifi9527
07-14
$Sunrun Inc.(RUN)$
fifi9527
06-19
这篇文章不错,转发给大家看看
@小虎老师:💰Genius Act通过:Circle Sell in News?稳定币概念美、港、A公司观察
fifi9527
06-19
$Circle Internet Corp.(CRCL)$
没拿稳少赚几万昂
fifi9527
05-27
$特斯拉(TSLA)$
fifi9527
05-27
$小马智行(PONY)$
fifi9527
05-20
$小马智行(PONY)$
$小马智行(PONY)$
爆赞
fifi9527
05-12
这篇文章不错,转发给大家看看
@走马财经:这家公司,可能是下一个100倍股
fifi9527
05-08
这篇文章不错,转发给大家看看
@诸葛厂涨:通过博雷顿聊聊一下什么是反向(套路)回拨
fifi9527
05-08
这篇文章不错,转发给大家看看
@贱贱的理财笔记:$沪上阿姨(02589)$ $霸王茶姬(CHA)$ $蜜雪集团(02097)$ $古茗(01364)$ $茶百道(02555)$
fifi9527
05-08
$沪上阿姨(02589)$
冲!
fifi9527
05-07
$小马智行(PONY)$
9.4成本,不要贪
fifi9527
05-05
$奥德赛海洋探索(OMEX)$
完了
fifi9527
04-29
把你的钱当文化输出就好了 尽说没用的
去老虎APP查看更多动态
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Inc.(RUN)$","images":[{"img":"https://static.tigerbbs.com/bdf00930cc1a1c807b202ea7e6f2b345","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/456413219111584","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":447441034760864,"gmtCreate":1750276583619,"gmtModify":1750276584556,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447441034760864","repostId":"447399318519968","repostType":1,"repost":{"id":447399318519968,"gmtCreate":1750233603827,"gmtModify":1750239019170,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"💰Genius Act通过:Circle Sell in News?稳定币概念美、港、A公司观察","htmlText":"美国参议院于当地时间2025年6月17日以68票赞成、30票反对的结果通过了《GENIUS法案》。该法案旨在为与美元挂钩的稳定币建立一个全面的联邦监管框架。后续需要众议院审议通过,最终总统签署生效后才能正式成为法律。《GENIUS法案》的主要内容:资产支持要求:稳定币必须完全由美元或其他高流动性资产支持。监管框架:稳定币发行者需接受类似银行的监管,无论其是否为银行。消费者保护:法案纳入了消费者保护条款和反洗钱标准。限制算法稳定币:法案直接禁止算法稳定币。对外国发行人的限制:外国稳定币发行者需完成注册并全面遵守美国法规。这一历史性的立法推动以来,区块链领域,美股、港股、乃至A股市场相关稳定币概念的的近期大涨。其中,最为市场焦点的稳定币概念股 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ,自6月6日上市以来,Circle的股价已经翻倍。但法案通过当天收盘CRCL在此前一日大涨13%后回落,有点Sell in News的意味。一、回溯Circle大涨的主要原因行业前景广阔:稳定币被视为未来数字金融基础设施的重要组成部分,随着全球监管框架的加速完善,稳定币市场有望迎来大规模应用。合规优势:Circle在稳定币领域的合规性较强,其发行的USDC具有较高的透明度和可监管性,这使其在市场中更具竞争力。市场稀缺性:Circle是首家登陆美股市场的稳定币发行企业,其稀缺性吸引了大量投资者的关注。储备资产收益:Circle的储备资产主要投资于美国国债及现金,2024年其储备基金规模增长至370多亿美元,平均收益率为5.09%,储备总收入接近17亿美元。在加密货币市场风起云涌的背景下,稳定币作为数字金融的‘稳定锚’,正逐渐成为市场焦点。一些美国、香港及中国上市公司及非上市公司都在推进相关业务,此外,稳","listText":"美国参议院于当地时间2025年6月17日以68票赞成、30票反对的结果通过了《GENIUS法案》。该法案旨在为与美元挂钩的稳定币建立一个全面的联邦监管框架。后续需要众议院审议通过,最终总统签署生效后才能正式成为法律。《GENIUS法案》的主要内容:资产支持要求:稳定币必须完全由美元或其他高流动性资产支持。监管框架:稳定币发行者需接受类似银行的监管,无论其是否为银行。消费者保护:法案纳入了消费者保护条款和反洗钱标准。限制算法稳定币:法案直接禁止算法稳定币。对外国发行人的限制:外国稳定币发行者需完成注册并全面遵守美国法规。这一历史性的立法推动以来,区块链领域,美股、港股、乃至A股市场相关稳定币概念的的近期大涨。其中,最为市场焦点的稳定币概念股 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ,自6月6日上市以来,Circle的股价已经翻倍。但法案通过当天收盘CRCL在此前一日大涨13%后回落,有点Sell in News的意味。一、回溯Circle大涨的主要原因行业前景广阔:稳定币被视为未来数字金融基础设施的重要组成部分,随着全球监管框架的加速完善,稳定币市场有望迎来大规模应用。合规优势:Circle在稳定币领域的合规性较强,其发行的USDC具有较高的透明度和可监管性,这使其在市场中更具竞争力。市场稀缺性:Circle是首家登陆美股市场的稳定币发行企业,其稀缺性吸引了大量投资者的关注。储备资产收益:Circle的储备资产主要投资于美国国债及现金,2024年其储备基金规模增长至370多亿美元,平均收益率为5.09%,储备总收入接近17亿美元。在加密货币市场风起云涌的背景下,稳定币作为数字金融的‘稳定锚’,正逐渐成为市场焦点。一些美国、香港及中国上市公司及非上市公司都在推进相关业务,此外,稳","text":"美国参议院于当地时间2025年6月17日以68票赞成、30票反对的结果通过了《GENIUS法案》。该法案旨在为与美元挂钩的稳定币建立一个全面的联邦监管框架。后续需要众议院审议通过,最终总统签署生效后才能正式成为法律。《GENIUS法案》的主要内容:资产支持要求:稳定币必须完全由美元或其他高流动性资产支持。监管框架:稳定币发行者需接受类似银行的监管,无论其是否为银行。消费者保护:法案纳入了消费者保护条款和反洗钱标准。限制算法稳定币:法案直接禁止算法稳定币。对外国发行人的限制:外国稳定币发行者需完成注册并全面遵守美国法规。这一历史性的立法推动以来,区块链领域,美股、港股、乃至A股市场相关稳定币概念的的近期大涨。其中,最为市场焦点的稳定币概念股 $Circle Internet Corp.(CRCL)$ ,自6月6日上市以来,Circle的股价已经翻倍。但法案通过当天收盘CRCL在此前一日大涨13%后回落,有点Sell in News的意味。一、回溯Circle大涨的主要原因行业前景广阔:稳定币被视为未来数字金融基础设施的重要组成部分,随着全球监管框架的加速完善,稳定币市场有望迎来大规模应用。合规优势:Circle在稳定币领域的合规性较强,其发行的USDC具有较高的透明度和可监管性,这使其在市场中更具竞争力。市场稀缺性:Circle是首家登陆美股市场的稳定币发行企业,其稀缺性吸引了大量投资者的关注。储备资产收益:Circle的储备资产主要投资于美国国债及现金,2024年其储备基金规模增长至370多亿美元,平均收益率为5.09%,储备总收入接近17亿美元。在加密货币市场风起云涌的背景下,稳定币作为数字金融的‘稳定锚’,正逐渐成为市场焦点。一些美国、香港及中国上市公司及非上市公司都在推进相关业务,此外,稳","images":[{"img":"https://static.tigerbbs.com/eaa8a7fcdb7e20f9ce05a15d50412b95"},{"img":"https://static.tigerbbs.com/2029036e99425551a650c3da7f602ee5"},{"img":"https://static.tigerbbs.com/a26e0d03cf72c8da68eb8becdd33fdc8"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447399318519968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447435063267944,"gmtCreate":1750274828346,"gmtModify":1750274831195,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 没拿稳少赚几万昂","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 没拿稳少赚几万昂","text":"$Circle Internet Corp.(CRCL)$ 没拿稳少赚几万昂","images":[{"img":"https://static.tigerbbs.com/6369f2d146f3aaafcf8ff86cfff3715f","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/447435063267944","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439630814384368,"gmtCreate":1748360303522,"gmtModify":1748360305800,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/b2a444eb685d51574f7a071b063c15df","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439630814384368","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":439631510045536,"gmtCreate":1748360269922,"gmtModify":1748360273950,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> ","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> ","text":"$小马智行(PONY)$","images":[{"img":"https://static.tigerbbs.com/217385210275deb769ee781d8f0e94d4","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439631510045536","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":437193278054984,"gmtCreate":1747749090198,"gmtModify":1747749092721,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> <a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 爆赞","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> <a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 爆赞","text":"$小马智行(PONY)$ $小马智行(PONY)$ 爆赞","images":[{"img":"https://static.tigerbbs.com/6e06260b248da6fa35bd60eca8b98845","width":"309","height":"533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437193278054984","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":434027211256144,"gmtCreate":1746997812453,"gmtModify":1746997814602,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434027211256144","repostId":"433838311134064","repostType":1,"repost":{"id":433838311134064,"gmtCreate":1746951062402,"gmtModify":1746953120291,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"这家公司,可能是下一个100倍股","htmlText":"本文首发于5月5日,这只是我自己的投资跟踪,不构成任何投资建议,望慎重。 Hims全称是Hims & Hers Health,是一家个性化远程医疗平台,公司成立于2017年,由Andrew Dudum与Jack Abraham 和 Hilary Coles共同创立,旨在通过数字化方式提供个性化、便捷、私密的健康服务,公司最初专注于男性健康,用大白话就是网上卖壮阳药,随后扩展到女性健康、心理健康、皮肤护理和减肥药领域。 公司目前的董事会主席和CEO是Andrew Dudum,这位老兄背景并不简单,生于1988年的旧金山,成长在创业氛围浓厚的家庭,从小热爱音乐,曾经的梦想是当一名摇滚明星,最终成为了一名杰出的大提琴手。 图片 (公司董事长兼CEO Andrew Dudum) 有多杰出?他曾在美国和欧洲各地巡演,在卡内基音乐厅举行过大提琴演出,不过他的另一个梦想最终让自己更加闪耀,高中后前往宾夕法尼亚大学沃顿商学院学习管理与经济,和川普成了校友,这可能也是Hims在川普第二任总统任期前向其捐献100万美金的原因之一。 总之,Dudum绝非等闲之辈,才37岁的他已经有十几年的连续创业经历,25岁时创立的风投基金与创业孵化器,就得到了硅谷大佬彼得・蒂尔和马克・安德森的支持,并在2020年被评为财富杂志“全球40位40岁以下商界领袖”之一。 彼得・蒂尔和马克・安德森都是川普的支持者,加上Dudum和川普的校友关系,以及2025年初100万美金的投名状,这将使得Hims在挑战传统医疗的过程中减轻一些逆风。 一、Hims短期有十倍股的潜力 请注意,并不是说Hims一定会成为十倍或百倍股,大家千万别上头。 先说下我的简要逻辑: 图片 图片 Hims 2024年的营收14.8亿美金,2025年的指引是23-24亿美金,取中间值23.5亿,增速约60%。请注意,这个指引已经是司美格鲁肽短","listText":"本文首发于5月5日,这只是我自己的投资跟踪,不构成任何投资建议,望慎重。 Hims全称是Hims & Hers Health,是一家个性化远程医疗平台,公司成立于2017年,由Andrew Dudum与Jack Abraham 和 Hilary Coles共同创立,旨在通过数字化方式提供个性化、便捷、私密的健康服务,公司最初专注于男性健康,用大白话就是网上卖壮阳药,随后扩展到女性健康、心理健康、皮肤护理和减肥药领域。 公司目前的董事会主席和CEO是Andrew Dudum,这位老兄背景并不简单,生于1988年的旧金山,成长在创业氛围浓厚的家庭,从小热爱音乐,曾经的梦想是当一名摇滚明星,最终成为了一名杰出的大提琴手。 图片 (公司董事长兼CEO Andrew Dudum) 有多杰出?他曾在美国和欧洲各地巡演,在卡内基音乐厅举行过大提琴演出,不过他的另一个梦想最终让自己更加闪耀,高中后前往宾夕法尼亚大学沃顿商学院学习管理与经济,和川普成了校友,这可能也是Hims在川普第二任总统任期前向其捐献100万美金的原因之一。 总之,Dudum绝非等闲之辈,才37岁的他已经有十几年的连续创业经历,25岁时创立的风投基金与创业孵化器,就得到了硅谷大佬彼得・蒂尔和马克・安德森的支持,并在2020年被评为财富杂志“全球40位40岁以下商界领袖”之一。 彼得・蒂尔和马克・安德森都是川普的支持者,加上Dudum和川普的校友关系,以及2025年初100万美金的投名状,这将使得Hims在挑战传统医疗的过程中减轻一些逆风。 一、Hims短期有十倍股的潜力 请注意,并不是说Hims一定会成为十倍或百倍股,大家千万别上头。 先说下我的简要逻辑: 图片 图片 Hims 2024年的营收14.8亿美金,2025年的指引是23-24亿美金,取中间值23.5亿,增速约60%。请注意,这个指引已经是司美格鲁肽短","text":"本文首发于5月5日,这只是我自己的投资跟踪,不构成任何投资建议,望慎重。 Hims全称是Hims & Hers Health,是一家个性化远程医疗平台,公司成立于2017年,由Andrew Dudum与Jack Abraham 和 Hilary Coles共同创立,旨在通过数字化方式提供个性化、便捷、私密的健康服务,公司最初专注于男性健康,用大白话就是网上卖壮阳药,随后扩展到女性健康、心理健康、皮肤护理和减肥药领域。 公司目前的董事会主席和CEO是Andrew Dudum,这位老兄背景并不简单,生于1988年的旧金山,成长在创业氛围浓厚的家庭,从小热爱音乐,曾经的梦想是当一名摇滚明星,最终成为了一名杰出的大提琴手。 图片 (公司董事长兼CEO Andrew Dudum) 有多杰出?他曾在美国和欧洲各地巡演,在卡内基音乐厅举行过大提琴演出,不过他的另一个梦想最终让自己更加闪耀,高中后前往宾夕法尼亚大学沃顿商学院学习管理与经济,和川普成了校友,这可能也是Hims在川普第二任总统任期前向其捐献100万美金的原因之一。 总之,Dudum绝非等闲之辈,才37岁的他已经有十几年的连续创业经历,25岁时创立的风投基金与创业孵化器,就得到了硅谷大佬彼得・蒂尔和马克・安德森的支持,并在2020年被评为财富杂志“全球40位40岁以下商界领袖”之一。 彼得・蒂尔和马克・安德森都是川普的支持者,加上Dudum和川普的校友关系,以及2025年初100万美金的投名状,这将使得Hims在挑战传统医疗的过程中减轻一些逆风。 一、Hims短期有十倍股的潜力 请注意,并不是说Hims一定会成为十倍或百倍股,大家千万别上头。 先说下我的简要逻辑: 图片 图片 Hims 2024年的营收14.8亿美金,2025年的指引是23-24亿美金,取中间值23.5亿,增速约60%。请注意,这个指引已经是司美格鲁肽短","images":[{"img":"https://static.tigerbbs.com/cfd6cd7e77fb9b09d8d3953bae5c6ca7","width":"1080","height":"608"},{"img":"https://static.tigerbbs.com/c12ec5cdc51b5141d944de5285dd7498","width":"1080","height":"1872"},{"img":"https://static.tigerbbs.com/2e6e469cc024b26f7edee951561baaae","width":"1080","height":"1369"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433838311134064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432703488692408,"gmtCreate":1746674316522,"gmtModify":1746674318187,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432703488692408","repostId":"432471667281976","repostType":1,"repost":{"id":432471667281976,"gmtCreate":1746594242696,"gmtModify":1746595401049,"author":{"id":"3555391474571679","authorId":"3555391474571679","name":"诸葛厂涨","avatar":"https://static.tigerbbs.com/abeea809a85e6df8c39540130990764a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555391474571679","authorIdStr":"3555391474571679"},"themes":[],"title":"通过博雷顿聊聊一下什么是反向(套路)回拨","htmlText":"大家都知道,在香港新股市场里面跟大A打新股是不一样的,大A是市值申购,你市值多,可以打新的新股数量就多,而港股新股呢,是用现金或者融资申购的,你有一万,按照新规最多可以融资孖展申购10万市值的新股。而在港股打新的过程中,有的时候会看到孖展倍数很高的情况,比如最近的雪王 <a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 还有即将要上市的 <a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 而这些股呢,大部分都是正常回拨的情况,这里我截个雪王的孖展倍数图 下方的柱状图展示的就是孖展倍数对应的正向回拨比例,这里我又截图了 <a href=\"https://laohu8.com/S/01333\">$博雷顿(01333)$</a> 的招股说明书里面的一段话,大家可以对比看一下 以上情况说的都是一些正常情况,或者说正向回拨的,下面呢,我们拿博雷顿举例说一下套路回拨的情况,下面是博雷顿招股书的一段话 上面的一段话里面包含了2种 情况,我依次来说 第一、假如国配认购不足,而发售股份获得足额或者超额认购,将使得回拨比例调整到20%,博雷顿就是如此的情况,看下图 解释一下,国配0.92倍,发售股份获得了超额认购,所以回拨比例调整成20%,这也就是我们经常说的套路回拨。 第二、假如国配认购全额或者超额,还有公开也是全额或者超额,但是公开认购倍数小于15倍,当这2种情况都发生的时候,保健机构可以将回拨比例调整到20%。 以上2种情况就是我们经常说的套路回拨,懂了么,不懂的可以留言交流啊","listText":"大家都知道,在香港新股市场里面跟大A打新股是不一样的,大A是市值申购,你市值多,可以打新的新股数量就多,而港股新股呢,是用现金或者融资申购的,你有一万,按照新规最多可以融资孖展申购10万市值的新股。而在港股打新的过程中,有的时候会看到孖展倍数很高的情况,比如最近的雪王 <a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 还有即将要上市的 <a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 而这些股呢,大部分都是正常回拨的情况,这里我截个雪王的孖展倍数图 下方的柱状图展示的就是孖展倍数对应的正向回拨比例,这里我又截图了 <a href=\"https://laohu8.com/S/01333\">$博雷顿(01333)$</a> 的招股说明书里面的一段话,大家可以对比看一下 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href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 冲!","listText":"<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 冲!","text":"$沪上阿姨(02589)$ 冲!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432672062960520","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432276934545624,"gmtCreate":1746548796669,"gmtModify":1746548854396,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 9.4成本,不要贪","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 9.4成本,不要贪","text":"$小马智行(PONY)$ 9.4成本,不要贪","images":[{"img":"https://static.tigerbbs.com/b9f86c5759a3eea16b290a928b61d4e9","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432276934545624","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":456413417935280,"gmtCreate":1752465742775,"gmtModify":1752467090552,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RUN\">$Sunrun Inc.(RUN)$ </a><v-v data-views=\"1\"></v-v> 好","listText":"<a href=\"https://laohu8.com/S/RUN\">$Sunrun Inc.(RUN)$ </a><v-v data-views=\"1\"></v-v> 好","text":"$Sunrun Inc.(RUN)$ 好","images":[{"img":"https://static.tigerbbs.com/f4ce18e8c155b7762d84bd14e1fc1ae7","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456413417935280","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":447441034760864,"gmtCreate":1750276583619,"gmtModify":1750276584556,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447441034760864","repostId":"447399318519968","repostType":1,"repost":{"id":447399318519968,"gmtCreate":1750233603827,"gmtModify":1750239019170,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"💰Genius Act通过:Circle Sell in News?稳定币概念美、港、A公司观察","htmlText":"美国参议院于当地时间2025年6月17日以68票赞成、30票反对的结果通过了《GENIUS法案》。该法案旨在为与美元挂钩的稳定币建立一个全面的联邦监管框架。后续需要众议院审议通过,最终总统签署生效后才能正式成为法律。《GENIUS法案》的主要内容:资产支持要求:稳定币必须完全由美元或其他高流动性资产支持。监管框架:稳定币发行者需接受类似银行的监管,无论其是否为银行。消费者保护:法案纳入了消费者保护条款和反洗钱标准。限制算法稳定币:法案直接禁止算法稳定币。对外国发行人的限制:外国稳定币发行者需完成注册并全面遵守美国法规。这一历史性的立法推动以来,区块链领域,美股、港股、乃至A股市场相关稳定币概念的的近期大涨。其中,最为市场焦点的稳定币概念股 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ,自6月6日上市以来,Circle的股价已经翻倍。但法案通过当天收盘CRCL在此前一日大涨13%后回落,有点Sell in News的意味。一、回溯Circle大涨的主要原因行业前景广阔:稳定币被视为未来数字金融基础设施的重要组成部分,随着全球监管框架的加速完善,稳定币市场有望迎来大规模应用。合规优势:Circle在稳定币领域的合规性较强,其发行的USDC具有较高的透明度和可监管性,这使其在市场中更具竞争力。市场稀缺性:Circle是首家登陆美股市场的稳定币发行企业,其稀缺性吸引了大量投资者的关注。储备资产收益:Circle的储备资产主要投资于美国国债及现金,2024年其储备基金规模增长至370多亿美元,平均收益率为5.09%,储备总收入接近17亿美元。在加密货币市场风起云涌的背景下,稳定币作为数字金融的‘稳定锚’,正逐渐成为市场焦点。一些美国、香港及中国上市公司及非上市公司都在推进相关业务,此外,稳","listText":"美国参议院于当地时间2025年6月17日以68票赞成、30票反对的结果通过了《GENIUS法案》。该法案旨在为与美元挂钩的稳定币建立一个全面的联邦监管框架。后续需要众议院审议通过,最终总统签署生效后才能正式成为法律。《GENIUS法案》的主要内容:资产支持要求:稳定币必须完全由美元或其他高流动性资产支持。监管框架:稳定币发行者需接受类似银行的监管,无论其是否为银行。消费者保护:法案纳入了消费者保护条款和反洗钱标准。限制算法稳定币:法案直接禁止算法稳定币。对外国发行人的限制:外国稳定币发行者需完成注册并全面遵守美国法规。这一历史性的立法推动以来,区块链领域,美股、港股、乃至A股市场相关稳定币概念的的近期大涨。其中,最为市场焦点的稳定币概念股 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ,自6月6日上市以来,Circle的股价已经翻倍。但法案通过当天收盘CRCL在此前一日大涨13%后回落,有点Sell in News的意味。一、回溯Circle大涨的主要原因行业前景广阔:稳定币被视为未来数字金融基础设施的重要组成部分,随着全球监管框架的加速完善,稳定币市场有望迎来大规模应用。合规优势:Circle在稳定币领域的合规性较强,其发行的USDC具有较高的透明度和可监管性,这使其在市场中更具竞争力。市场稀缺性:Circle是首家登陆美股市场的稳定币发行企业,其稀缺性吸引了大量投资者的关注。储备资产收益:Circle的储备资产主要投资于美国国债及现金,2024年其储备基金规模增长至370多亿美元,平均收益率为5.09%,储备总收入接近17亿美元。在加密货币市场风起云涌的背景下,稳定币作为数字金融的‘稳定锚’,正逐渐成为市场焦点。一些美国、香港及中国上市公司及非上市公司都在推进相关业务,此外,稳","text":"美国参议院于当地时间2025年6月17日以68票赞成、30票反对的结果通过了《GENIUS法案》。该法案旨在为与美元挂钩的稳定币建立一个全面的联邦监管框架。后续需要众议院审议通过,最终总统签署生效后才能正式成为法律。《GENIUS法案》的主要内容:资产支持要求:稳定币必须完全由美元或其他高流动性资产支持。监管框架:稳定币发行者需接受类似银行的监管,无论其是否为银行。消费者保护:法案纳入了消费者保护条款和反洗钱标准。限制算法稳定币:法案直接禁止算法稳定币。对外国发行人的限制:外国稳定币发行者需完成注册并全面遵守美国法规。这一历史性的立法推动以来,区块链领域,美股、港股、乃至A股市场相关稳定币概念的的近期大涨。其中,最为市场焦点的稳定币概念股 $Circle Internet Corp.(CRCL)$ ,自6月6日上市以来,Circle的股价已经翻倍。但法案通过当天收盘CRCL在此前一日大涨13%后回落,有点Sell in News的意味。一、回溯Circle大涨的主要原因行业前景广阔:稳定币被视为未来数字金融基础设施的重要组成部分,随着全球监管框架的加速完善,稳定币市场有望迎来大规模应用。合规优势:Circle在稳定币领域的合规性较强,其发行的USDC具有较高的透明度和可监管性,这使其在市场中更具竞争力。市场稀缺性:Circle是首家登陆美股市场的稳定币发行企业,其稀缺性吸引了大量投资者的关注。储备资产收益:Circle的储备资产主要投资于美国国债及现金,2024年其储备基金规模增长至370多亿美元,平均收益率为5.09%,储备总收入接近17亿美元。在加密货币市场风起云涌的背景下,稳定币作为数字金融的‘稳定锚’,正逐渐成为市场焦点。一些美国、香港及中国上市公司及非上市公司都在推进相关业务,此外,稳","images":[{"img":"https://static.tigerbbs.com/eaa8a7fcdb7e20f9ce05a15d50412b95"},{"img":"https://static.tigerbbs.com/2029036e99425551a650c3da7f602ee5"},{"img":"https://static.tigerbbs.com/a26e0d03cf72c8da68eb8becdd33fdc8"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447399318519968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439630814384368,"gmtCreate":1748360303522,"gmtModify":1748360305800,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/b2a444eb685d51574f7a071b063c15df","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439630814384368","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":439631510045536,"gmtCreate":1748360269922,"gmtModify":1748360273950,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> ","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> ","text":"$小马智行(PONY)$","images":[{"img":"https://static.tigerbbs.com/217385210275deb769ee781d8f0e94d4","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439631510045536","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434027211256144,"gmtCreate":1746997812453,"gmtModify":1746997814602,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434027211256144","repostId":"433838311134064","repostType":1,"repost":{"id":433838311134064,"gmtCreate":1746951062402,"gmtModify":1746953120291,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"这家公司,可能是下一个100倍股","htmlText":"本文首发于5月5日,这只是我自己的投资跟踪,不构成任何投资建议,望慎重。 Hims全称是Hims & Hers Health,是一家个性化远程医疗平台,公司成立于2017年,由Andrew Dudum与Jack Abraham 和 Hilary Coles共同创立,旨在通过数字化方式提供个性化、便捷、私密的健康服务,公司最初专注于男性健康,用大白话就是网上卖壮阳药,随后扩展到女性健康、心理健康、皮肤护理和减肥药领域。 公司目前的董事会主席和CEO是Andrew Dudum,这位老兄背景并不简单,生于1988年的旧金山,成长在创业氛围浓厚的家庭,从小热爱音乐,曾经的梦想是当一名摇滚明星,最终成为了一名杰出的大提琴手。 图片 (公司董事长兼CEO Andrew Dudum) 有多杰出?他曾在美国和欧洲各地巡演,在卡内基音乐厅举行过大提琴演出,不过他的另一个梦想最终让自己更加闪耀,高中后前往宾夕法尼亚大学沃顿商学院学习管理与经济,和川普成了校友,这可能也是Hims在川普第二任总统任期前向其捐献100万美金的原因之一。 总之,Dudum绝非等闲之辈,才37岁的他已经有十几年的连续创业经历,25岁时创立的风投基金与创业孵化器,就得到了硅谷大佬彼得・蒂尔和马克・安德森的支持,并在2020年被评为财富杂志“全球40位40岁以下商界领袖”之一。 彼得・蒂尔和马克・安德森都是川普的支持者,加上Dudum和川普的校友关系,以及2025年初100万美金的投名状,这将使得Hims在挑战传统医疗的过程中减轻一些逆风。 一、Hims短期有十倍股的潜力 请注意,并不是说Hims一定会成为十倍或百倍股,大家千万别上头。 先说下我的简要逻辑: 图片 图片 Hims 2024年的营收14.8亿美金,2025年的指引是23-24亿美金,取中间值23.5亿,增速约60%。请注意,这个指引已经是司美格鲁肽短","listText":"本文首发于5月5日,这只是我自己的投资跟踪,不构成任何投资建议,望慎重。 Hims全称是Hims & Hers Health,是一家个性化远程医疗平台,公司成立于2017年,由Andrew Dudum与Jack Abraham 和 Hilary Coles共同创立,旨在通过数字化方式提供个性化、便捷、私密的健康服务,公司最初专注于男性健康,用大白话就是网上卖壮阳药,随后扩展到女性健康、心理健康、皮肤护理和减肥药领域。 公司目前的董事会主席和CEO是Andrew Dudum,这位老兄背景并不简单,生于1988年的旧金山,成长在创业氛围浓厚的家庭,从小热爱音乐,曾经的梦想是当一名摇滚明星,最终成为了一名杰出的大提琴手。 图片 (公司董事长兼CEO Andrew Dudum) 有多杰出?他曾在美国和欧洲各地巡演,在卡内基音乐厅举行过大提琴演出,不过他的另一个梦想最终让自己更加闪耀,高中后前往宾夕法尼亚大学沃顿商学院学习管理与经济,和川普成了校友,这可能也是Hims在川普第二任总统任期前向其捐献100万美金的原因之一。 总之,Dudum绝非等闲之辈,才37岁的他已经有十几年的连续创业经历,25岁时创立的风投基金与创业孵化器,就得到了硅谷大佬彼得・蒂尔和马克・安德森的支持,并在2020年被评为财富杂志“全球40位40岁以下商界领袖”之一。 彼得・蒂尔和马克・安德森都是川普的支持者,加上Dudum和川普的校友关系,以及2025年初100万美金的投名状,这将使得Hims在挑战传统医疗的过程中减轻一些逆风。 一、Hims短期有十倍股的潜力 请注意,并不是说Hims一定会成为十倍或百倍股,大家千万别上头。 先说下我的简要逻辑: 图片 图片 Hims 2024年的营收14.8亿美金,2025年的指引是23-24亿美金,取中间值23.5亿,增速约60%。请注意,这个指引已经是司美格鲁肽短","text":"本文首发于5月5日,这只是我自己的投资跟踪,不构成任何投资建议,望慎重。 Hims全称是Hims & Hers Health,是一家个性化远程医疗平台,公司成立于2017年,由Andrew Dudum与Jack Abraham 和 Hilary Coles共同创立,旨在通过数字化方式提供个性化、便捷、私密的健康服务,公司最初专注于男性健康,用大白话就是网上卖壮阳药,随后扩展到女性健康、心理健康、皮肤护理和减肥药领域。 公司目前的董事会主席和CEO是Andrew Dudum,这位老兄背景并不简单,生于1988年的旧金山,成长在创业氛围浓厚的家庭,从小热爱音乐,曾经的梦想是当一名摇滚明星,最终成为了一名杰出的大提琴手。 图片 (公司董事长兼CEO Andrew Dudum) 有多杰出?他曾在美国和欧洲各地巡演,在卡内基音乐厅举行过大提琴演出,不过他的另一个梦想最终让自己更加闪耀,高中后前往宾夕法尼亚大学沃顿商学院学习管理与经济,和川普成了校友,这可能也是Hims在川普第二任总统任期前向其捐献100万美金的原因之一。 总之,Dudum绝非等闲之辈,才37岁的他已经有十几年的连续创业经历,25岁时创立的风投基金与创业孵化器,就得到了硅谷大佬彼得・蒂尔和马克・安德森的支持,并在2020年被评为财富杂志“全球40位40岁以下商界领袖”之一。 彼得・蒂尔和马克・安德森都是川普的支持者,加上Dudum和川普的校友关系,以及2025年初100万美金的投名状,这将使得Hims在挑战传统医疗的过程中减轻一些逆风。 一、Hims短期有十倍股的潜力 请注意,并不是说Hims一定会成为十倍或百倍股,大家千万别上头。 先说下我的简要逻辑: 图片 图片 Hims 2024年的营收14.8亿美金,2025年的指引是23-24亿美金,取中间值23.5亿,增速约60%。请注意,这个指引已经是司美格鲁肽短","images":[{"img":"https://static.tigerbbs.com/cfd6cd7e77fb9b09d8d3953bae5c6ca7","width":"1080","height":"608"},{"img":"https://static.tigerbbs.com/c12ec5cdc51b5141d944de5285dd7498","width":"1080","height":"1872"},{"img":"https://static.tigerbbs.com/2e6e469cc024b26f7edee951561baaae","width":"1080","height":"1369"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433838311134064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432703488692408,"gmtCreate":1746674316522,"gmtModify":1746674318187,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432703488692408","repostId":"432471667281976","repostType":1,"repost":{"id":432471667281976,"gmtCreate":1746594242696,"gmtModify":1746595401049,"author":{"id":"3555391474571679","authorId":"3555391474571679","name":"诸葛厂涨","avatar":"https://static.tigerbbs.com/abeea809a85e6df8c39540130990764a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555391474571679","authorIdStr":"3555391474571679"},"themes":[],"title":"通过博雷顿聊聊一下什么是反向(套路)回拨","htmlText":"大家都知道,在香港新股市场里面跟大A打新股是不一样的,大A是市值申购,你市值多,可以打新的新股数量就多,而港股新股呢,是用现金或者融资申购的,你有一万,按照新规最多可以融资孖展申购10万市值的新股。而在港股打新的过程中,有的时候会看到孖展倍数很高的情况,比如最近的雪王 <a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 还有即将要上市的 <a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 而这些股呢,大部分都是正常回拨的情况,这里我截个雪王的孖展倍数图 下方的柱状图展示的就是孖展倍数对应的正向回拨比例,这里我又截图了 <a href=\"https://laohu8.com/S/01333\">$博雷顿(01333)$</a> 的招股说明书里面的一段话,大家可以对比看一下 以上情况说的都是一些正常情况,或者说正向回拨的,下面呢,我们拿博雷顿举例说一下套路回拨的情况,下面是博雷顿招股书的一段话 上面的一段话里面包含了2种 情况,我依次来说 第一、假如国配认购不足,而发售股份获得足额或者超额认购,将使得回拨比例调整到20%,博雷顿就是如此的情况,看下图 解释一下,国配0.92倍,发售股份获得了超额认购,所以回拨比例调整成20%,这也就是我们经常说的套路回拨。 第二、假如国配认购全额或者超额,还有公开也是全额或者超额,但是公开认购倍数小于15倍,当这2种情况都发生的时候,保健机构可以将回拨比例调整到20%。 以上2种情况就是我们经常说的套路回拨,懂了么,不懂的可以留言交流啊","listText":"大家都知道,在香港新股市场里面跟大A打新股是不一样的,大A是市值申购,你市值多,可以打新的新股数量就多,而港股新股呢,是用现金或者融资申购的,你有一万,按照新规最多可以融资孖展申购10万市值的新股。而在港股打新的过程中,有的时候会看到孖展倍数很高的情况,比如最近的雪王 <a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 还有即将要上市的 <a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 而这些股呢,大部分都是正常回拨的情况,这里我截个雪王的孖展倍数图 下方的柱状图展示的就是孖展倍数对应的正向回拨比例,这里我又截图了 <a href=\"https://laohu8.com/S/01333\">$博雷顿(01333)$</a> 的招股说明书里面的一段话,大家可以对比看一下 以上情况说的都是一些正常情况,或者说正向回拨的,下面呢,我们拿博雷顿举例说一下套路回拨的情况,下面是博雷顿招股书的一段话 上面的一段话里面包含了2种 情况,我依次来说 第一、假如国配认购不足,而发售股份获得足额或者超额认购,将使得回拨比例调整到20%,博雷顿就是如此的情况,看下图 解释一下,国配0.92倍,发售股份获得了超额认购,所以回拨比例调整成20%,这也就是我们经常说的套路回拨。 第二、假如国配认购全额或者超额,还有公开也是全额或者超额,但是公开认购倍数小于15倍,当这2种情况都发生的时候,保健机构可以将回拨比例调整到20%。 以上2种情况就是我们经常说的套路回拨,懂了么,不懂的可以留言交流啊","text":"大家都知道,在香港新股市场里面跟大A打新股是不一样的,大A是市值申购,你市值多,可以打新的新股数量就多,而港股新股呢,是用现金或者融资申购的,你有一万,按照新规最多可以融资孖展申购10万市值的新股。而在港股打新的过程中,有的时候会看到孖展倍数很高的情况,比如最近的雪王 $蜜雪集团(02097)$ 还有即将要上市的 $沪上阿姨(02589)$ 而这些股呢,大部分都是正常回拨的情况,这里我截个雪王的孖展倍数图 下方的柱状图展示的就是孖展倍数对应的正向回拨比例,这里我又截图了 $博雷顿(01333)$ 的招股说明书里面的一段话,大家可以对比看一下 以上情况说的都是一些正常情况,或者说正向回拨的,下面呢,我们拿博雷顿举例说一下套路回拨的情况,下面是博雷顿招股书的一段话 上面的一段话里面包含了2种 情况,我依次来说 第一、假如国配认购不足,而发售股份获得足额或者超额认购,将使得回拨比例调整到20%,博雷顿就是如此的情况,看下图 解释一下,国配0.92倍,发售股份获得了超额认购,所以回拨比例调整成20%,这也就是我们经常说的套路回拨。 第二、假如国配认购全额或者超额,还有公开也是全额或者超额,但是公开认购倍数小于15倍,当这2种情况都发生的时候,保健机构可以将回拨比例调整到20%。 以上2种情况就是我们经常说的套路回拨,懂了么,不懂的可以留言交流啊","images":[{"img":"https://static.tigerbbs.com/5ae9a9a46f323df243896331b36b3840","width":"1170","height":"2121"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432471667281976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432700889948848,"gmtCreate":1746673818754,"gmtModify":1746673820325,"author":{"id":"4207475882744462","authorId":"4207475882744462","name":"fifi9527","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207475882744462","authorIdStr":"4207475882744462"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432700889948848","repostId":"430419251589240","repostType":1,"repost":{"id":430419251589240,"gmtCreate":1746104547162,"gmtModify":1746136803437,"author":{"id":"3565649522992175","authorId":"3565649522992175","name":"贱贱的理财笔记","avatar":"https://static.tigerbbs.com/e66114e344976e62cc5b6310232b813f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565649522992175","authorIdStr":"3565649522992175"},"themes":[],"title":"沪上阿姨最后12小时!如果还犹豫不决,请看这份打新策略!","htmlText":"\n 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