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KUN空
06-13
$晋景新能(01783)$
全球动力电池回收市场规模预计2030年达3000亿元,其中中国占比超60%。晋景新能2024年中期业绩显示,其回收业务营收同比增长1.4倍至1.57亿港元,占总营收63.4%,已成为核心增长极。随着国轩高科、宁德时代等合作伙伴海外产能释放,叠加全球新能源汽车渗透率提升,晋景新能的回收业务规模有望在未来3年实现年复合增长率50%以上。
KUN空
06-13
🫡🫡
@陈达美股投资:港股就是你的ATM:A=阿里 T=腾讯 M=小米
KUN空
06-13
$地平线机器人-W(09660)$
这走势真的很熟悉
KUN空
05-08
$晋景新能(01783)$
跟华润一起玩了,华润多带带,这价格飞的这么快
KUN空
05-08
$腾讯控股(00700)$
继续修复?
KUN空
05-08
$地平线机器人-W(09660)$
真的算是解禁期的样板了,只要不贪多
去老虎APP查看更多动态
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许多人说:“我已经在港股炒了四年股票,我的心已经比我的账户还要冰冷” 。fair enough,那就牢记这种冰冷,并充分利用。Mr.Market 这个bipolar躁郁症患者,不是过冷就是过热,很少有心态端正的时候。你碰到交易对手是这么一个bipolar,那就要草船借箭呀。(使用比喻一定会损失逻辑与严密,但”市场先生“这个隐喻有实战价值,能衍生出务实策略。) 港股科技、新消费、创新药三箭齐发,在2025年已经是个小牛峥嵘的状态。现在的问题是接下去怎么走,是不是有可持续性,是慢牛还是蛮牛?是full-blown risk-on的全面牛市,还是仅仅是一个超跌反弹?前者利用厚生,后者后生挨套。 我更倾向于认为是前者。从各方面来看港股这次是长期资产配置调整下的risk-on(但当然还是要提醒,贸易战风险没过去)。基本面足够支持一次中型规模以上的牛市,对中国新经济里的互联网、科技、消费、医药的信心——无论是基于基本面与盈利能力,AI技术与货币化的突破,或仅仅是对千疮百孔的估值修复。港股迎来一个多点开花,此起彼伏,波澜渐宽的牛市。这样的市场,容易吸引的不仅是炮友,更能吸引长跑之友。 资金面上,北水就是救赎。我们经常喊价格发现(price discovery) ,但如果没有流动性和资金的关照——就仿佛一个无人出价的古董拍卖会——就永远不会有价格发现。在南下粮多草广的流动性冲击下,港股正在经历的,也就是价格发现的过程。截止目前,今年南向资金累计净买入额6500亿港元,是去年同期的近三倍,也是港股通有史以来前五个月","text":"一、港股已进入技术性牛市,now what… 划重点的重复讲——今年不买港股先输一半。做投资万万不能对“均值回归”的力量一无所知,此乃投资世界的万有引力定律。在我的职业生涯里,一次一次又一次,“均值回归”宛如瓢泼而下的天幕,在风云变色之间,降临在你我的面前。 均值回归,让我谦卑。 许多人说:“我已经在港股炒了四年股票,我的心已经比我的账户还要冰冷” 。fair enough,那就牢记这种冰冷,并充分利用。Mr.Market 这个bipolar躁郁症患者,不是过冷就是过热,很少有心态端正的时候。你碰到交易对手是这么一个bipolar,那就要草船借箭呀。(使用比喻一定会损失逻辑与严密,但”市场先生“这个隐喻有实战价值,能衍生出务实策略。) 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