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Gogogo出发啦
08-12
本世纪末,认真的?
MP Materials股价因评级被意外下调而下跌,分析师却将目标价上调四倍
Gogogo出发啦
07-07
学习了
@小斯新报道:为什么拨康视云套路回拨仍大跌?
Gogogo出发啦
06-27
$IFBH(06603)$
牛
Gogogo出发啦
06-20
$三花智控(02050)$
还真破发了,不给力啊花
Gogogo出发啦
06-15
有这么多人看不懂,说明现在还不是看空的时候
抱歉,原内容已删除
Gogogo出发啦
06-03
$小马智行(PONY)$
这什么情况,连续两天大跌
Gogogo出发啦
05-29
$百度(BIDU)$
挨打就要立正
Gogogo出发啦
05-21
$CoreWeave, Inc.(CRWV)$
还是卖早了,等下跌再接回来
Gogogo出发啦
05-21
$津上机床中国(01651)$
早不发,涨起来了才发,有啥意义,叫我追高吗[捂脸]
津上机床中国午后拉升涨超8%,预计全年纯利同比增超60%
Gogogo出发啦
05-16
$文远知行(WRD)$
太LJ了,哪点儿比得上小马
去老虎APP查看更多动态
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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\">\nMP Materials股价因评级被意外下调而下跌,分析师却将目标价上调四倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-12 07:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一, <a href=\"https://laohu8.com/S/MP\">MP Materials Corp.</a> (股票代码:MP)在华尔街一次颇为意外的评级下调后股价出现回落。</p><p>该股下跌2.2%,收于72.60美元;标普500指数(SPX)和道琼斯工业平均指数(DJIA)则分别下跌约0.3%和0.5%。</p><p>引发下跌的导火索是CFRA分析师Matthew Miller的降级操作——他将评级从“强烈买入”略微下调至“买入”。</p><p>分析师和券商使用的评级标签各有不同,从“强烈买入”降到“买入”本身有些奇怪。不过,Miller的观点确实比之前稍显谨慎。然而,他却将该股目标价从20美元大幅上调至88美元,涨幅高达340%。</p><p>根据彭博社追踪的数据显示,近几周以来,华尔街分析师对MP股票的平均目标价大幅上升,从7月初的约30美元飙升至接近70美元。</p><p>推动这一变化的,是MP Materials与美国国防部达成的一项重磅交易,这笔交易将在未来几年大幅提升MP的产能和盈利能力。</p><p>根据监管文件,该协议包括五角大楼对总部位于拉斯维加斯的稀土矿产生产商MP的4亿美元初始股权投资,以及最多3.5亿美元的追加资金承诺和1.5亿美元贷款。资金将用于建设新的磁体制造厂(公司命名为“10X”工厂),并扩建MP Materials现有的采矿和加工能力。</p><p>到本世纪末,MP的年稀土磁体产能将提升至约1万吨,而在国防部投资之前的目标仅为每年约3000吨。</p><p>MP Materials是西半球最大的稀土生产商,主要生产氧化钕和氧化镨,这两种稀土元素只是十多种稀土元素中的一部分。</p><p>预计到2025年,MP的息税折旧摊销前利润(Ebitda)约为1500万美元。而在新设施投入运营后的几年内,公司预计这一数字将增至约6.5亿美元。</p><p>Miller在报告中写道:“我们现在将6.5亿美元的Ebitda视为保底水平,并考虑到10X工厂的商业化销售及来自重稀土的额外钕镨产品,我们得出850亿美元的备考Ebitda。如果NdPr(钕镨合金)价格显著高于国防部保证的每公斤110美元底价,这一估算可能还是保守的。”</p><p>他依然看多,只是没有之前那么激进。MP股价的强劲表现部分解释了这一变化。截至周一开盘,MP股价在过去三个月已飙升约211%。</p><p>这次降级并未改变该股的“买入”评级比例。评级统计机构通常只追踪“买入”、“持有”和“卖出”三类评级。根据彭博社数据,大约69%的分析师对MP股票给出“买入”评级,而标普500成分股的平均“买入”比例约为55%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/78e6d0a1f6875a4ae4e3fec34e0a2403","relate_stocks":{"MP":"MP Materials Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174477057","content_text":"周一, MP Materials Corp. (股票代码:MP)在华尔街一次颇为意外的评级下调后股价出现回落。该股下跌2.2%,收于72.60美元;标普500指数(SPX)和道琼斯工业平均指数(DJIA)则分别下跌约0.3%和0.5%。引发下跌的导火索是CFRA分析师Matthew Miller的降级操作——他将评级从“强烈买入”略微下调至“买入”。分析师和券商使用的评级标签各有不同,从“强烈买入”降到“买入”本身有些奇怪。不过,Miller的观点确实比之前稍显谨慎。然而,他却将该股目标价从20美元大幅上调至88美元,涨幅高达340%。根据彭博社追踪的数据显示,近几周以来,华尔街分析师对MP股票的平均目标价大幅上升,从7月初的约30美元飙升至接近70美元。推动这一变化的,是MP Materials与美国国防部达成的一项重磅交易,这笔交易将在未来几年大幅提升MP的产能和盈利能力。根据监管文件,该协议包括五角大楼对总部位于拉斯维加斯的稀土矿产生产商MP的4亿美元初始股权投资,以及最多3.5亿美元的追加资金承诺和1.5亿美元贷款。资金将用于建设新的磁体制造厂(公司命名为“10X”工厂),并扩建MP Materials现有的采矿和加工能力。到本世纪末,MP的年稀土磁体产能将提升至约1万吨,而在国防部投资之前的目标仅为每年约3000吨。MP Materials是西半球最大的稀土生产商,主要生产氧化钕和氧化镨,这两种稀土元素只是十多种稀土元素中的一部分。预计到2025年,MP的息税折旧摊销前利润(Ebitda)约为1500万美元。而在新设施投入运营后的几年内,公司预计这一数字将增至约6.5亿美元。Miller在报告中写道:“我们现在将6.5亿美元的Ebitda视为保底水平,并考虑到10X工厂的商业化销售及来自重稀土的额外钕镨产品,我们得出850亿美元的备考Ebitda。如果NdPr(钕镨合金)价格显著高于国防部保证的每公斤110美元底价,这一估算可能还是保守的。”他依然看多,只是没有之前那么激进。MP股价的强劲表现部分解释了这一变化。截至周一开盘,MP股价在过去三个月已飙升约211%。这次降级并未改变该股的“买入”评级比例。评级统计机构通常只追踪“买入”、“持有”和“卖出”三类评级。根据彭博社数据,大约69%的分析师对MP股票给出“买入”评级,而标普500成分股的平均“买入”比例约为55%。","news_type":1,"symbols_score_info":{"MP":1.1}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454070456655928,"gmtCreate":1751879337128,"gmtModify":1751879338795,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454070456655928","repostId":"454041317101728","repostType":1,"repost":{"id":454041317101728,"gmtCreate":1751873046131,"gmtModify":1751873460321,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"279327367386116","authorIdStr":"279327367386116"},"themes":[],"title":"为什么拨康视云套路回拨仍大跌?","htmlText":"今天聊聊 <a href=\"https://laohu8.com/S/02592\">$拨康视云-B(02592)$</a> 这个堪称\"教科书级\"的港股IPO割韭菜案例。这个票的操作手法之大胆,坑散户倒是还好,但是把国配给坑得很惨。先说说这个票有多惨。上市首日直接低开5.9%,最高冲到9.74港元后就一路跳水,最后收盘暴跌38.6%,市值直接腰斩,随后两天也一直阴跌。要知道,前一天暗盘交易这个票还涨了近5%,让不少投资者以为捡到宝了。结果第二天开盘就现了原形,简直是把\"请君入瓮\"玩到了极致。为什么会出现这种情况?核心问题就出在它的\"套路回拨\"上,偷鸡不成蚀把米。按理说,公开发售超额认购78倍,按规则应该回拨40%给散户。但保荐人建银国际偏偏只回拨20%,他们故意制造供不应求的假象,吸引散户高价认购,等散户上钩后就原形毕露。更绝的是国配这块。国际配售认购倍数只有可怜的0.89倍,这并不是故意做的,而是机构根本不看好。但更骚的操作来了,农银国际这些机构在上市首日就疯狂砸盘,一个上午就抛了95万股。这哪是正常交易?分明就是有预谋的收割行动。发行方最后时刻并没有获得足量的国配认购,因此临时凑单,导致国配机构拿到的股票远超预期。这些机构一看情况不对,第一反应就是赶紧跑路。结果就是第一天大崩盘,机构逃命,股价一泻千里。最讽刺的是,这个票连最基本的稳价人和绿鞋机制都没有。也就是说,一旦开始下跌,连个托底的都没有。说实话,套路回拨的把戏在港股市场已经不是第一次了,近期几个大涨的票都是套路回拨,而且建银国际保荐的项目也惯用此伎俩(大摩反而不太用),这种主要是吃准了散户追涨杀跌的心理,先用虚假热度吸引你进场,等你上钩后就关门打狗。所以以后遇到这种国配认购不足却强行上市的项目,一定要多长个心眼。记住三点:一看国配认购是否真实火热;二看回拨比例是否合理;三看保荐人历史操作记录。千万别被表面的认购火爆","listText":"今天聊聊 <a href=\"https://laohu8.com/S/02592\">$拨康视云-B(02592)$</a> 这个堪称\"教科书级\"的港股IPO割韭菜案例。这个票的操作手法之大胆,坑散户倒是还好,但是把国配给坑得很惨。先说说这个票有多惨。上市首日直接低开5.9%,最高冲到9.74港元后就一路跳水,最后收盘暴跌38.6%,市值直接腰斩,随后两天也一直阴跌。要知道,前一天暗盘交易这个票还涨了近5%,让不少投资者以为捡到宝了。结果第二天开盘就现了原形,简直是把\"请君入瓮\"玩到了极致。为什么会出现这种情况?核心问题就出在它的\"套路回拨\"上,偷鸡不成蚀把米。按理说,公开发售超额认购78倍,按规则应该回拨40%给散户。但保荐人建银国际偏偏只回拨20%,他们故意制造供不应求的假象,吸引散户高价认购,等散户上钩后就原形毕露。更绝的是国配这块。国际配售认购倍数只有可怜的0.89倍,这并不是故意做的,而是机构根本不看好。但更骚的操作来了,农银国际这些机构在上市首日就疯狂砸盘,一个上午就抛了95万股。这哪是正常交易?分明就是有预谋的收割行动。发行方最后时刻并没有获得足量的国配认购,因此临时凑单,导致国配机构拿到的股票远超预期。这些机构一看情况不对,第一反应就是赶紧跑路。结果就是第一天大崩盘,机构逃命,股价一泻千里。最讽刺的是,这个票连最基本的稳价人和绿鞋机制都没有。也就是说,一旦开始下跌,连个托底的都没有。说实话,套路回拨的把戏在港股市场已经不是第一次了,近期几个大涨的票都是套路回拨,而且建银国际保荐的项目也惯用此伎俩(大摩反而不太用),这种主要是吃准了散户追涨杀跌的心理,先用虚假热度吸引你进场,等你上钩后就关门打狗。所以以后遇到这种国配认购不足却强行上市的项目,一定要多长个心眼。记住三点:一看国配认购是否真实火热;二看回拨比例是否合理;三看保荐人历史操作记录。千万别被表面的认购火爆","text":"今天聊聊 $拨康视云-B(02592)$ 这个堪称\"教科书级\"的港股IPO割韭菜案例。这个票的操作手法之大胆,坑散户倒是还好,但是把国配给坑得很惨。先说说这个票有多惨。上市首日直接低开5.9%,最高冲到9.74港元后就一路跳水,最后收盘暴跌38.6%,市值直接腰斩,随后两天也一直阴跌。要知道,前一天暗盘交易这个票还涨了近5%,让不少投资者以为捡到宝了。结果第二天开盘就现了原形,简直是把\"请君入瓮\"玩到了极致。为什么会出现这种情况?核心问题就出在它的\"套路回拨\"上,偷鸡不成蚀把米。按理说,公开发售超额认购78倍,按规则应该回拨40%给散户。但保荐人建银国际偏偏只回拨20%,他们故意制造供不应求的假象,吸引散户高价认购,等散户上钩后就原形毕露。更绝的是国配这块。国际配售认购倍数只有可怜的0.89倍,这并不是故意做的,而是机构根本不看好。但更骚的操作来了,农银国际这些机构在上市首日就疯狂砸盘,一个上午就抛了95万股。这哪是正常交易?分明就是有预谋的收割行动。发行方最后时刻并没有获得足量的国配认购,因此临时凑单,导致国配机构拿到的股票远超预期。这些机构一看情况不对,第一反应就是赶紧跑路。结果就是第一天大崩盘,机构逃命,股价一泻千里。最讽刺的是,这个票连最基本的稳价人和绿鞋机制都没有。也就是说,一旦开始下跌,连个托底的都没有。说实话,套路回拨的把戏在港股市场已经不是第一次了,近期几个大涨的票都是套路回拨,而且建银国际保荐的项目也惯用此伎俩(大摩反而不太用),这种主要是吃准了散户追涨杀跌的心理,先用虚假热度吸引你进场,等你上钩后就关门打狗。所以以后遇到这种国配认购不足却强行上市的项目,一定要多长个心眼。记住三点:一看国配认购是否真实火热;二看回拨比例是否合理;三看保荐人历史操作记录。千万别被表面的认购火爆","images":[{"img":"https://static.tigerbbs.com/599f27cc674cdc64078d3be667d725a2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454041317101728","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450511238901784,"gmtCreate":1751014355579,"gmtModify":1751350978800,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a 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还真破发了,不给力啊花","listText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> 还真破发了,不给力啊花","text":"$三花智控(02050)$ 还真破发了,不给力啊花","images":[{"img":"https://static.tigerbbs.com/b1a06649c31e3671352c9e9f85a95b7e","width":"1002","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448048487498096","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":446387627184544,"gmtCreate":1749986824744,"gmtModify":1749986826487,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"有这么多人看不懂,说明现在还不是看空的时候","listText":"有这么多人看不懂,说明现在还不是看空的时候","text":"有这么多人看不懂,说明现在还不是看空的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446387627184544","repostId":"1138539192","repostType":2,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442106534072424,"gmtCreate":1748958985623,"gmtModify":1748958986784,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a 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挨打就要立正","text":"$百度(BIDU)$ 挨打就要立正","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440281174933616","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437475633800064,"gmtCreate":1747836354520,"gmtModify":1747839091624,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 还是卖早了,等下跌再接回来","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 还是卖早了,等下跌再接回来","text":"$CoreWeave, Inc.(CRWV)$ 还是卖早了,等下跌再接回来","images":[{"img":"https://static.tigerbbs.com/682ad517fac04e447da4c60734580178","width":"1002","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437475633800064","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437440377323688,"gmtCreate":1747809923964,"gmtModify":1747813079957,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01651\">$津上机床中国(01651)$ </a> 早不发,涨起来了才发,有啥意义,叫我追高吗[捂脸] ","listText":"<a href=\"https://laohu8.com/S/01651\">$津上机床中国(01651)$ </a> 早不发,涨起来了才发,有啥意义,叫我追高吗[捂脸] ","text":"$津上机床中国(01651)$ 早不发,涨起来了才发,有啥意义,叫我追高吗[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437440377323688","repostId":"1193548177","repostType":2,"repost":{"id":"1193548177","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1747806291,"share":"https://www.laohu8.com/m/news/1193548177?lang=&edition=full","pubTime":"2025-05-21 13:44","market":"hk","language":"zh","title":"津上机床中国午后拉升涨超8%,预计全年纯利同比增超60%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193548177","media":"老虎资讯综合","summary":"5月21日,津上机床中国盘中涨超8%,高精密机床需求量增加,预计全年纯利同比增超60%,截至发稿,涨8.04%,报22.85港元。","content":"<html><head></head><body><p>5月21日,津上机床中国午后拉升,截至发稿,涨8.04%,报22.85港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55410ba2dc1954beed404a9fb149aa65\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,津上机床中国此前发布盈喜,预计截至25年3月底的全年归母净利润7.82亿元,同比增长60%。公司业绩增长主要受益于国内制造业信心逐步恢复,包括汽车行业、气动液压行业、一般机械加工行业的资本开支增长,同时公司持续努力拓展汽车零部件细分领域、医疗行业等增加渗透,导致对公司高精密机床需求量增加。</p><p style=\"text-align: justify;\">此外,公司就收购平湖经济技术开发区地皮达成协议。为提高公司产能,拟于该土地上建造新生产工厂,新设施有助于公司满足汽车以及人形机器人及人工智能行业等下游行业快速发展所带来的对数控高精密机床日益增长的需求。东北证券指出,未来机器人大规模量产有望为机床工具公司带来额外增量,空间巨大。</p></body></html>","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>津上机床中国午后拉升涨超8%,预计全年纯利同比增超60%</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津上机床中国午后拉升涨超8%,预计全年纯利同比增超60%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-21 13:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月21日,津上机床中国午后拉升,截至发稿,涨8.04%,报22.85港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55410ba2dc1954beed404a9fb149aa65\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,津上机床中国此前发布盈喜,预计截至25年3月底的全年归母净利润7.82亿元,同比增长60%。公司业绩增长主要受益于国内制造业信心逐步恢复,包括汽车行业、气动液压行业、一般机械加工行业的资本开支增长,同时公司持续努力拓展汽车零部件细分领域、医疗行业等增加渗透,导致对公司高精密机床需求量增加。</p><p style=\"text-align: justify;\">此外,公司就收购平湖经济技术开发区地皮达成协议。为提高公司产能,拟于该土地上建造新生产工厂,新设施有助于公司满足汽车以及人形机器人及人工智能行业等下游行业快速发展所带来的对数控高精密机床日益增长的需求。东北证券指出,未来机器人大规模量产有望为机床工具公司带来额外增量,空间巨大。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d01072ad4ac1449060c5f578ad3feeb8","relate_stocks":{"01651":"津上机床中国"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193548177","content_text":"5月21日,津上机床中国午后拉升,截至发稿,涨8.04%,报22.85港元。消息面上,津上机床中国此前发布盈喜,预计截至25年3月底的全年归母净利润7.82亿元,同比增长60%。公司业绩增长主要受益于国内制造业信心逐步恢复,包括汽车行业、气动液压行业、一般机械加工行业的资本开支增长,同时公司持续努力拓展汽车零部件细分领域、医疗行业等增加渗透,导致对公司高精密机床需求量增加。此外,公司就收购平湖经济技术开发区地皮达成协议。为提高公司产能,拟于该土地上建造新生产工厂,新设施有助于公司满足汽车以及人形机器人及人工智能行业等下游行业快速发展所带来的对数控高精密机床日益增长的需求。东北证券指出,未来机器人大规模量产有望为机床工具公司带来额外增量,空间巨大。","news_type":1,"symbols_score_info":{"01651":1.1}},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435694211117472,"gmtCreate":1747406643506,"gmtModify":1747406844781,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 太LJ了,哪点儿比得上小马","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 太LJ了,哪点儿比得上小马","text":"$文远知行(WRD)$ 太LJ了,哪点儿比得上小马","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435694211117472","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":442106534072424,"gmtCreate":1748958985623,"gmtModify":1748958986784,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 这什么情况,连续两天大跌","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 这什么情况,连续两天大跌","text":"$小马智行(PONY)$ 这什么情况,连续两天大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442106534072424","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435694211117472,"gmtCreate":1747406643506,"gmtModify":1747406844781,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 太LJ了,哪点儿比得上小马","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 太LJ了,哪点儿比得上小马","text":"$文远知行(WRD)$ 太LJ了,哪点儿比得上小马","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435694211117472","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466820761334256,"gmtCreate":1754986478990,"gmtModify":1754986480642,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"本世纪末,认真的?","listText":"本世纪末,认真的?","text":"本世纪末,认真的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466820761334256","repostId":"1174477057","repostType":2,"repost":{"id":"1174477057","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754955321,"share":"https://www.laohu8.com/m/news/1174477057?lang=&edition=full","pubTime":"2025-08-12 07:35","market":"us","language":"zh","title":"MP Materials股价因评级被意外下调而下跌,分析师却将目标价上调四倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1174477057","media":"老虎资讯综合","summary":"周一, $MP Materials Corp.$ 在华尔街一次颇为意外的评级下调后股价出现回落。然而,他却将该股目标价从20美元大幅上调至88美元,涨幅高达340%。推动这一变化的,是MP Materials与美国国防部达成的一项重磅交易,这笔交易将在未来几年大幅提升MP的产能和盈利能力。MP Materials是西半球最大的稀土生产商,主要生产氧化钕和氧化镨,这两种稀土元素只是十多种稀土元素中的一部分。MP股价的强劲表现部分解释了这一变化。截至周一开盘,MP股价在过去三个月已飙升约211%。","content":"<html><head></head><body><p>周一, <a href=\"https://laohu8.com/S/MP\">MP Materials Corp.</a> (股票代码:MP)在华尔街一次颇为意外的评级下调后股价出现回落。</p><p>该股下跌2.2%,收于72.60美元;标普500指数(SPX)和道琼斯工业平均指数(DJIA)则分别下跌约0.3%和0.5%。</p><p>引发下跌的导火索是CFRA分析师Matthew Miller的降级操作——他将评级从“强烈买入”略微下调至“买入”。</p><p>分析师和券商使用的评级标签各有不同,从“强烈买入”降到“买入”本身有些奇怪。不过,Miller的观点确实比之前稍显谨慎。然而,他却将该股目标价从20美元大幅上调至88美元,涨幅高达340%。</p><p>根据彭博社追踪的数据显示,近几周以来,华尔街分析师对MP股票的平均目标价大幅上升,从7月初的约30美元飙升至接近70美元。</p><p>推动这一变化的,是MP Materials与美国国防部达成的一项重磅交易,这笔交易将在未来几年大幅提升MP的产能和盈利能力。</p><p>根据监管文件,该协议包括五角大楼对总部位于拉斯维加斯的稀土矿产生产商MP的4亿美元初始股权投资,以及最多3.5亿美元的追加资金承诺和1.5亿美元贷款。资金将用于建设新的磁体制造厂(公司命名为“10X”工厂),并扩建MP Materials现有的采矿和加工能力。</p><p>到本世纪末,MP的年稀土磁体产能将提升至约1万吨,而在国防部投资之前的目标仅为每年约3000吨。</p><p>MP Materials是西半球最大的稀土生产商,主要生产氧化钕和氧化镨,这两种稀土元素只是十多种稀土元素中的一部分。</p><p>预计到2025年,MP的息税折旧摊销前利润(Ebitda)约为1500万美元。而在新设施投入运营后的几年内,公司预计这一数字将增至约6.5亿美元。</p><p>Miller在报告中写道:“我们现在将6.5亿美元的Ebitda视为保底水平,并考虑到10X工厂的商业化销售及来自重稀土的额外钕镨产品,我们得出850亿美元的备考Ebitda。如果NdPr(钕镨合金)价格显著高于国防部保证的每公斤110美元底价,这一估算可能还是保守的。”</p><p>他依然看多,只是没有之前那么激进。MP股价的强劲表现部分解释了这一变化。截至周一开盘,MP股价在过去三个月已飙升约211%。</p><p>这次降级并未改变该股的“买入”评级比例。评级统计机构通常只追踪“买入”、“持有”和“卖出”三类评级。根据彭博社数据,大约69%的分析师对MP股票给出“买入”评级,而标普500成分股的平均“买入”比例约为55%。</p></body></html>","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>MP Materials股价因评级被意外下调而下跌,分析师却将目标价上调四倍</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; }\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\">\nMP Materials股价因评级被意外下调而下跌,分析师却将目标价上调四倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-12 07:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一, <a href=\"https://laohu8.com/S/MP\">MP Materials Corp.</a> (股票代码:MP)在华尔街一次颇为意外的评级下调后股价出现回落。</p><p>该股下跌2.2%,收于72.60美元;标普500指数(SPX)和道琼斯工业平均指数(DJIA)则分别下跌约0.3%和0.5%。</p><p>引发下跌的导火索是CFRA分析师Matthew Miller的降级操作——他将评级从“强烈买入”略微下调至“买入”。</p><p>分析师和券商使用的评级标签各有不同,从“强烈买入”降到“买入”本身有些奇怪。不过,Miller的观点确实比之前稍显谨慎。然而,他却将该股目标价从20美元大幅上调至88美元,涨幅高达340%。</p><p>根据彭博社追踪的数据显示,近几周以来,华尔街分析师对MP股票的平均目标价大幅上升,从7月初的约30美元飙升至接近70美元。</p><p>推动这一变化的,是MP Materials与美国国防部达成的一项重磅交易,这笔交易将在未来几年大幅提升MP的产能和盈利能力。</p><p>根据监管文件,该协议包括五角大楼对总部位于拉斯维加斯的稀土矿产生产商MP的4亿美元初始股权投资,以及最多3.5亿美元的追加资金承诺和1.5亿美元贷款。资金将用于建设新的磁体制造厂(公司命名为“10X”工厂),并扩建MP Materials现有的采矿和加工能力。</p><p>到本世纪末,MP的年稀土磁体产能将提升至约1万吨,而在国防部投资之前的目标仅为每年约3000吨。</p><p>MP Materials是西半球最大的稀土生产商,主要生产氧化钕和氧化镨,这两种稀土元素只是十多种稀土元素中的一部分。</p><p>预计到2025年,MP的息税折旧摊销前利润(Ebitda)约为1500万美元。而在新设施投入运营后的几年内,公司预计这一数字将增至约6.5亿美元。</p><p>Miller在报告中写道:“我们现在将6.5亿美元的Ebitda视为保底水平,并考虑到10X工厂的商业化销售及来自重稀土的额外钕镨产品,我们得出850亿美元的备考Ebitda。如果NdPr(钕镨合金)价格显著高于国防部保证的每公斤110美元底价,这一估算可能还是保守的。”</p><p>他依然看多,只是没有之前那么激进。MP股价的强劲表现部分解释了这一变化。截至周一开盘,MP股价在过去三个月已飙升约211%。</p><p>这次降级并未改变该股的“买入”评级比例。评级统计机构通常只追踪“买入”、“持有”和“卖出”三类评级。根据彭博社数据,大约69%的分析师对MP股票给出“买入”评级,而标普500成分股的平均“买入”比例约为55%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/78e6d0a1f6875a4ae4e3fec34e0a2403","relate_stocks":{"MP":"MP Materials Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174477057","content_text":"周一, MP Materials Corp. (股票代码:MP)在华尔街一次颇为意外的评级下调后股价出现回落。该股下跌2.2%,收于72.60美元;标普500指数(SPX)和道琼斯工业平均指数(DJIA)则分别下跌约0.3%和0.5%。引发下跌的导火索是CFRA分析师Matthew Miller的降级操作——他将评级从“强烈买入”略微下调至“买入”。分析师和券商使用的评级标签各有不同,从“强烈买入”降到“买入”本身有些奇怪。不过,Miller的观点确实比之前稍显谨慎。然而,他却将该股目标价从20美元大幅上调至88美元,涨幅高达340%。根据彭博社追踪的数据显示,近几周以来,华尔街分析师对MP股票的平均目标价大幅上升,从7月初的约30美元飙升至接近70美元。推动这一变化的,是MP Materials与美国国防部达成的一项重磅交易,这笔交易将在未来几年大幅提升MP的产能和盈利能力。根据监管文件,该协议包括五角大楼对总部位于拉斯维加斯的稀土矿产生产商MP的4亿美元初始股权投资,以及最多3.5亿美元的追加资金承诺和1.5亿美元贷款。资金将用于建设新的磁体制造厂(公司命名为“10X”工厂),并扩建MP Materials现有的采矿和加工能力。到本世纪末,MP的年稀土磁体产能将提升至约1万吨,而在国防部投资之前的目标仅为每年约3000吨。MP Materials是西半球最大的稀土生产商,主要生产氧化钕和氧化镨,这两种稀土元素只是十多种稀土元素中的一部分。预计到2025年,MP的息税折旧摊销前利润(Ebitda)约为1500万美元。而在新设施投入运营后的几年内,公司预计这一数字将增至约6.5亿美元。Miller在报告中写道:“我们现在将6.5亿美元的Ebitda视为保底水平,并考虑到10X工厂的商业化销售及来自重稀土的额外钕镨产品,我们得出850亿美元的备考Ebitda。如果NdPr(钕镨合金)价格显著高于国防部保证的每公斤110美元底价,这一估算可能还是保守的。”他依然看多,只是没有之前那么激进。MP股价的强劲表现部分解释了这一变化。截至周一开盘,MP股价在过去三个月已飙升约211%。这次降级并未改变该股的“买入”评级比例。评级统计机构通常只追踪“买入”、“持有”和“卖出”三类评级。根据彭博社数据,大约69%的分析师对MP股票给出“买入”评级,而标普500成分股的平均“买入”比例约为55%。","news_type":1,"symbols_score_info":{"MP":1.1}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454070456655928,"gmtCreate":1751879337128,"gmtModify":1751879338795,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454070456655928","repostId":"454041317101728","repostType":1,"repost":{"id":454041317101728,"gmtCreate":1751873046131,"gmtModify":1751873460321,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"279327367386116","authorIdStr":"279327367386116"},"themes":[],"title":"为什么拨康视云套路回拨仍大跌?","htmlText":"今天聊聊 <a href=\"https://laohu8.com/S/02592\">$拨康视云-B(02592)$</a> 这个堪称\"教科书级\"的港股IPO割韭菜案例。这个票的操作手法之大胆,坑散户倒是还好,但是把国配给坑得很惨。先说说这个票有多惨。上市首日直接低开5.9%,最高冲到9.74港元后就一路跳水,最后收盘暴跌38.6%,市值直接腰斩,随后两天也一直阴跌。要知道,前一天暗盘交易这个票还涨了近5%,让不少投资者以为捡到宝了。结果第二天开盘就现了原形,简直是把\"请君入瓮\"玩到了极致。为什么会出现这种情况?核心问题就出在它的\"套路回拨\"上,偷鸡不成蚀把米。按理说,公开发售超额认购78倍,按规则应该回拨40%给散户。但保荐人建银国际偏偏只回拨20%,他们故意制造供不应求的假象,吸引散户高价认购,等散户上钩后就原形毕露。更绝的是国配这块。国际配售认购倍数只有可怜的0.89倍,这并不是故意做的,而是机构根本不看好。但更骚的操作来了,农银国际这些机构在上市首日就疯狂砸盘,一个上午就抛了95万股。这哪是正常交易?分明就是有预谋的收割行动。发行方最后时刻并没有获得足量的国配认购,因此临时凑单,导致国配机构拿到的股票远超预期。这些机构一看情况不对,第一反应就是赶紧跑路。结果就是第一天大崩盘,机构逃命,股价一泻千里。最讽刺的是,这个票连最基本的稳价人和绿鞋机制都没有。也就是说,一旦开始下跌,连个托底的都没有。说实话,套路回拨的把戏在港股市场已经不是第一次了,近期几个大涨的票都是套路回拨,而且建银国际保荐的项目也惯用此伎俩(大摩反而不太用),这种主要是吃准了散户追涨杀跌的心理,先用虚假热度吸引你进场,等你上钩后就关门打狗。所以以后遇到这种国配认购不足却强行上市的项目,一定要多长个心眼。记住三点:一看国配认购是否真实火热;二看回拨比例是否合理;三看保荐人历史操作记录。千万别被表面的认购火爆","listText":"今天聊聊 <a href=\"https://laohu8.com/S/02592\">$拨康视云-B(02592)$</a> 这个堪称\"教科书级\"的港股IPO割韭菜案例。这个票的操作手法之大胆,坑散户倒是还好,但是把国配给坑得很惨。先说说这个票有多惨。上市首日直接低开5.9%,最高冲到9.74港元后就一路跳水,最后收盘暴跌38.6%,市值直接腰斩,随后两天也一直阴跌。要知道,前一天暗盘交易这个票还涨了近5%,让不少投资者以为捡到宝了。结果第二天开盘就现了原形,简直是把\"请君入瓮\"玩到了极致。为什么会出现这种情况?核心问题就出在它的\"套路回拨\"上,偷鸡不成蚀把米。按理说,公开发售超额认购78倍,按规则应该回拨40%给散户。但保荐人建银国际偏偏只回拨20%,他们故意制造供不应求的假象,吸引散户高价认购,等散户上钩后就原形毕露。更绝的是国配这块。国际配售认购倍数只有可怜的0.89倍,这并不是故意做的,而是机构根本不看好。但更骚的操作来了,农银国际这些机构在上市首日就疯狂砸盘,一个上午就抛了95万股。这哪是正常交易?分明就是有预谋的收割行动。发行方最后时刻并没有获得足量的国配认购,因此临时凑单,导致国配机构拿到的股票远超预期。这些机构一看情况不对,第一反应就是赶紧跑路。结果就是第一天大崩盘,机构逃命,股价一泻千里。最讽刺的是,这个票连最基本的稳价人和绿鞋机制都没有。也就是说,一旦开始下跌,连个托底的都没有。说实话,套路回拨的把戏在港股市场已经不是第一次了,近期几个大涨的票都是套路回拨,而且建银国际保荐的项目也惯用此伎俩(大摩反而不太用),这种主要是吃准了散户追涨杀跌的心理,先用虚假热度吸引你进场,等你上钩后就关门打狗。所以以后遇到这种国配认购不足却强行上市的项目,一定要多长个心眼。记住三点:一看国配认购是否真实火热;二看回拨比例是否合理;三看保荐人历史操作记录。千万别被表面的认购火爆","text":"今天聊聊 $拨康视云-B(02592)$ 这个堪称\"教科书级\"的港股IPO割韭菜案例。这个票的操作手法之大胆,坑散户倒是还好,但是把国配给坑得很惨。先说说这个票有多惨。上市首日直接低开5.9%,最高冲到9.74港元后就一路跳水,最后收盘暴跌38.6%,市值直接腰斩,随后两天也一直阴跌。要知道,前一天暗盘交易这个票还涨了近5%,让不少投资者以为捡到宝了。结果第二天开盘就现了原形,简直是把\"请君入瓮\"玩到了极致。为什么会出现这种情况?核心问题就出在它的\"套路回拨\"上,偷鸡不成蚀把米。按理说,公开发售超额认购78倍,按规则应该回拨40%给散户。但保荐人建银国际偏偏只回拨20%,他们故意制造供不应求的假象,吸引散户高价认购,等散户上钩后就原形毕露。更绝的是国配这块。国际配售认购倍数只有可怜的0.89倍,这并不是故意做的,而是机构根本不看好。但更骚的操作来了,农银国际这些机构在上市首日就疯狂砸盘,一个上午就抛了95万股。这哪是正常交易?分明就是有预谋的收割行动。发行方最后时刻并没有获得足量的国配认购,因此临时凑单,导致国配机构拿到的股票远超预期。这些机构一看情况不对,第一反应就是赶紧跑路。结果就是第一天大崩盘,机构逃命,股价一泻千里。最讽刺的是,这个票连最基本的稳价人和绿鞋机制都没有。也就是说,一旦开始下跌,连个托底的都没有。说实话,套路回拨的把戏在港股市场已经不是第一次了,近期几个大涨的票都是套路回拨,而且建银国际保荐的项目也惯用此伎俩(大摩反而不太用),这种主要是吃准了散户追涨杀跌的心理,先用虚假热度吸引你进场,等你上钩后就关门打狗。所以以后遇到这种国配认购不足却强行上市的项目,一定要多长个心眼。记住三点:一看国配认购是否真实火热;二看回拨比例是否合理;三看保荐人历史操作记录。千万别被表面的认购火爆","images":[{"img":"https://static.tigerbbs.com/599f27cc674cdc64078d3be667d725a2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454041317101728","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450511238901784,"gmtCreate":1751014355579,"gmtModify":1751350978800,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a 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还真破发了,不给力啊花","images":[{"img":"https://static.tigerbbs.com/b1a06649c31e3671352c9e9f85a95b7e","width":"1002","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448048487498096","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":446387627184544,"gmtCreate":1749986824744,"gmtModify":1749986826487,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"有这么多人看不懂,说明现在还不是看空的时候","listText":"有这么多人看不懂,说明现在还不是看空的时候","text":"有这么多人看不懂,说明现在还不是看空的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446387627184544","repostId":"1138539192","repostType":2,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440281174933616,"gmtCreate":1748529321423,"gmtModify":1748529371672,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 挨打就要立正","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 挨打就要立正","text":"$百度(BIDU)$ 挨打就要立正","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440281174933616","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437475633800064,"gmtCreate":1747836354520,"gmtModify":1747839091624,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 还是卖早了,等下跌再接回来","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 还是卖早了,等下跌再接回来","text":"$CoreWeave, Inc.(CRWV)$ 还是卖早了,等下跌再接回来","images":[{"img":"https://static.tigerbbs.com/682ad517fac04e447da4c60734580178","width":"1002","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437475633800064","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437440377323688,"gmtCreate":1747809923964,"gmtModify":1747813079957,"author":{"id":"4208761973528342","authorId":"4208761973528342","name":"Gogogo出发啦","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208761973528342","authorIdStr":"4208761973528342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01651\">$津上机床中国(01651)$ </a> 早不发,涨起来了才发,有啥意义,叫我追高吗[捂脸] ","listText":"<a href=\"https://laohu8.com/S/01651\">$津上机床中国(01651)$ </a> 早不发,涨起来了才发,有啥意义,叫我追高吗[捂脸] ","text":"$津上机床中国(01651)$ 早不发,涨起来了才发,有啥意义,叫我追高吗[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437440377323688","repostId":"1193548177","repostType":2,"repost":{"id":"1193548177","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1747806291,"share":"https://www.laohu8.com/m/news/1193548177?lang=&edition=full","pubTime":"2025-05-21 13:44","market":"hk","language":"zh","title":"津上机床中国午后拉升涨超8%,预计全年纯利同比增超60%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193548177","media":"老虎资讯综合","summary":"5月21日,津上机床中国盘中涨超8%,高精密机床需求量增加,预计全年纯利同比增超60%,截至发稿,涨8.04%,报22.85港元。","content":"<html><head></head><body><p>5月21日,津上机床中国午后拉升,截至发稿,涨8.04%,报22.85港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55410ba2dc1954beed404a9fb149aa65\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,津上机床中国此前发布盈喜,预计截至25年3月底的全年归母净利润7.82亿元,同比增长60%。公司业绩增长主要受益于国内制造业信心逐步恢复,包括汽车行业、气动液压行业、一般机械加工行业的资本开支增长,同时公司持续努力拓展汽车零部件细分领域、医疗行业等增加渗透,导致对公司高精密机床需求量增加。</p><p style=\"text-align: justify;\">此外,公司就收购平湖经济技术开发区地皮达成协议。为提高公司产能,拟于该土地上建造新生产工厂,新设施有助于公司满足汽车以及人形机器人及人工智能行业等下游行业快速发展所带来的对数控高精密机床日益增长的需求。东北证券指出,未来机器人大规模量产有望为机床工具公司带来额外增量,空间巨大。</p></body></html>","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>津上机床中国午后拉升涨超8%,预计全年纯利同比增超60%</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津上机床中国午后拉升涨超8%,预计全年纯利同比增超60%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-21 13:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月21日,津上机床中国午后拉升,截至发稿,涨8.04%,报22.85港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55410ba2dc1954beed404a9fb149aa65\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,津上机床中国此前发布盈喜,预计截至25年3月底的全年归母净利润7.82亿元,同比增长60%。公司业绩增长主要受益于国内制造业信心逐步恢复,包括汽车行业、气动液压行业、一般机械加工行业的资本开支增长,同时公司持续努力拓展汽车零部件细分领域、医疗行业等增加渗透,导致对公司高精密机床需求量增加。</p><p style=\"text-align: justify;\">此外,公司就收购平湖经济技术开发区地皮达成协议。为提高公司产能,拟于该土地上建造新生产工厂,新设施有助于公司满足汽车以及人形机器人及人工智能行业等下游行业快速发展所带来的对数控高精密机床日益增长的需求。东北证券指出,未来机器人大规模量产有望为机床工具公司带来额外增量,空间巨大。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d01072ad4ac1449060c5f578ad3feeb8","relate_stocks":{"01651":"津上机床中国"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193548177","content_text":"5月21日,津上机床中国午后拉升,截至发稿,涨8.04%,报22.85港元。消息面上,津上机床中国此前发布盈喜,预计截至25年3月底的全年归母净利润7.82亿元,同比增长60%。公司业绩增长主要受益于国内制造业信心逐步恢复,包括汽车行业、气动液压行业、一般机械加工行业的资本开支增长,同时公司持续努力拓展汽车零部件细分领域、医疗行业等增加渗透,导致对公司高精密机床需求量增加。此外,公司就收购平湖经济技术开发区地皮达成协议。为提高公司产能,拟于该土地上建造新生产工厂,新设施有助于公司满足汽车以及人形机器人及人工智能行业等下游行业快速发展所带来的对数控高精密机床日益增长的需求。东北证券指出,未来机器人大规模量产有望为机床工具公司带来额外增量,空间巨大。","news_type":1,"symbols_score_info":{"01651":1.1}},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}