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- legal1989legal1989
  ·05-03
  港股最大的泡沫
  疯狂4月收官！A股涨价、内需概念齐飞，港股上演消费“造富神话”
  关注“科技+消费”双主线。
  疯狂4月收官！A股涨价、内需概念齐飞，港股上演消费“造富神话”
  188 评论
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- legal1989legal1989
  ·2022-10-16
  $千禾味业(603027)$千禾直播间停播了，估计又没货了[鬼脸] [鬼脸] [鬼脸] [鬼脸]
  8,366 评论
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- legal1989legal1989
  ·2022-10-16
  $凤祥股份(09977)$去淘宝拍卖买股票的，更便宜
  2,794 评论
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- legal1989legal1989
  ·2022-10-14
  要用发展的眼光看问题
  非常抱歉，此主贴已删除
  1,827 评论
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- legal1989legal1989
  ·2022-08-16
  $大健云仓(GCT)$中概股都在走和不走中徘徊，不知道这只股票发行会不会受影响
  2,077 评论
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- legal1989legal1989
  ·2022-08-12
  $天岳先进(688234)$这股如果能卖空就好了
  3,021 评论
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- legal1989legal1989
  ·2022-08-11
  买了点，看看能中签吗
  1,814 评论
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- legal1989legal1989
  ·2022-07-28
  $每日优鲜(MF)$那都不是事，看好徐正，承认自己的错误，找到新的方向，就是最大的正确
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- legal1989legal1989
  ·2022-07-25
  $每日优鲜(MF)$连打发财报的勇气都没有吗╰（‵□′）╯？
  1,988 评论
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- legal1989legal1989
  ·2022-07-25
  三天跌了27%.[流泪] [流泪] [流泪] [流泪] [流泪] [流泪]
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src=\"https://img3.gelonghui.com/6906e-9a4fa3d1-92fd-4ec0-a629-100838b86b03.jpg?guru_height=532&amp;guru_width=1818\"/></p><p>个股层面，<b>涨价概念、内需相关个股成为最大赢家。</b></p><p><span>其中，<a href=\"https://laohu8.com/S/301209\">联合化学</a>、<a href=\"https://laohu8.com/S/601086\">国芳集团</a>、<a href=\"https://laohu8.com/S/002165\">红宝丽</a>股价实现翻倍，当月累计涨幅达159.09%、117.1%、104.27%。</span></p><p><img src=\"https://img3.gelonghui.com/57698-7631f1d3-bc59-467e-8f8f-8ac2b61a35d4.jpg?guru_height=328&amp;guru_width=558\"/></p><p>普利退、<a href=\"https://laohu8.com/S/603398\">沐邦高科</a>、<a href=\"https://laohu8.com/S/301665\">泰禾股份</a>跌幅居前，当月累计跌71.89%、43.46%、40.36%。</p><p><img src=\"https://img3.gelonghui.com/affeb-29675fef-7346-4e28-9fb8-aaf02057dded.jpg?guru_height=333&amp;guru_width=556\"/></p><h3><font color=\"#3daad6\"><b>现象级消费股爆了</b></font></h3><p>与此同时，港股4月走势同样偏弱，主要指数全线收绿。</p><p>恒指当月累计跌4.33%，国指累计跌5.17%，恒生科技指数累计跌5.7%。</p><p><img src=\"https://img3.gelonghui.com/b4f61-f5d5452c-e022-4ece-bff3-b2937b09b791.jpg?guru_height=304&amp;guru_width=1831\"/></p><p><b>尽管如此，资金依然持续南下，大幅买入港股。</b></p><p>当月，南向资金净买入港股1666.72亿港元，连续5个月增加。</p><p>值得注意的是，南向资金4月9日单日净买入‌港股达 355.86亿港元‌，创港股通开通以来最高纪录。</p><p><span>截至4月30日，南向资金年内累计净买入</span><span>6053.25亿港元</span><span>‌，为2024年同期的近三倍，创历史同期新高。</span></p><p><img src=\"https://img3.gelonghui.com/0bb5a-ffa37db4-1a81-4603-aa98-cb8bbdc9a503.jpg?guru_height=307&amp;guru_width=670\"/></p><p>个股层面，<b>现象级消费股彻底爆了。</b></p><p><b><a href=\"https://laohu8.com/S/06181\">老铺黄金</a>、蜜雪冰城、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>组成“港股三姐妹”，领衔港股消费公司暴涨，市值相继登顶千亿。</b></p><div><p><b>老铺黄金</b><span>于</span>2024年6月28日上市，当时发行价为40.5港元/股‌，之后股价一路走高，一度飙升到881元/股。</p><p>截至今日收盘，老铺黄金报719.5港元/股，总市值依然高达1211.4亿港元。</p><p><img src=\"https://img3.gelonghui.com/ec91c-181e30d1-676b-4935-b9ef-2f8fe5894700.jpg?guru_height=867&amp;guru_width=1836\"/></p></div><div><p><b>“雪王”蜜雪冰城</b>创造了今年的现象级IPO，3月敲钟上市，不到两个多月的时间内暴涨86%，最高报533港元/股。</p><p>截至今日收盘，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>报488港元/股，总市值为1852.54亿港元。</p><p><img src=\"https://img3.gelonghui.com/03992-95dd23a3-fce5-40b3-bead-4ba2fe025af3.jpg?guru_height=876&amp;guru_width=1831\"/></p></div><div><p><b>泡泡玛特</b>早在2020年就登陆港股，股价经历过山车，一度曾跌至9.54港元/股。</p><p><span>近期，泡泡玛特APP登顶美国AppStore购物榜，同时知名IP LABUBU3.0在海内外引发抢购潮，</span><span>泡泡玛特股价随之走高，最高触及199港元/股。</span></p><p><span>截至今日收盘</span><span>，泡泡玛特股价报193.8港元/股，最新市值突破2600亿港元。</span></p></div><div><p><img src=\"https://img3.gelonghui.com/c701f-cca64e4a-4985-4a5f-abaf-0a492d9dd65f.jpg?guru_height=868&amp;guru_width=1821\"/></p><h3><font color=\"#3daad6\">多数市场收绿</font></h3></div><p>其他市场上，<span>特朗普掀起关税风波，但自己却数次改口，反复无常，引得全球资本市场剧烈波动。</span></p><p><span>就是否罢免鲍威尔一事，特朗普及其幕僚表态模糊，三番两次反转，进一步加剧市场恐慌情绪。</span></p><p><span>4月，美股主要指数涨跌不一，道指累计跌3.51%，纳指累计涨0.94%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数累计跌0.91%。</span></p><p><img src=\"https://img3.gelonghui.com/410fa-af1daa57-9d1e-4e8f-b5f0-0f0a712184bb.jpg?guru_height=304&amp;guru_width=1837\"/></p><p>欧洲股市也不容乐观，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数累计跌1.49%，法国CAC40累计跌3.17%，德国DAX累计涨0.86%。</p><p><img src=\"https://img3.gelonghui.com/0829a-2154d445-9e3f-4bfc-8b5c-7c8481e34167.jpg?guru_height=829&amp;guru_width=1827\"/></p><p><span>亚太市场表现倒还算不错，日经225指数当月累计涨1.2%，韩国综合指数累计涨3.04%，印度SENSEX30指数累计涨3.65%。</span></p><h3><font color=\"#3daad6\">未来如何？</font></h3><p>接下来，即将步入5月，资本市场在经历了4月的至暗时刻之后，可能会迎来一波反弹，配置上可关注“科技+消费”双主线。</p><p><span>展望未来，<a href=\"https://laohu8.com/S/601788\">光大证券</a>预计，</span><b>当前A股市场的估值处于2010年以来的均值附近，而随着政策的积极发力，中长期资金带来的增量资金或将持续流入市场，对资本市场形成托底，A股市场有望震荡上行。</b></p><p>配置方向上，关注三类资产：1）稳定类资产，如高股息、黄金。稳定类资产能够在市场面临不确定时提供确定性。</p><p><span>2）产业链自主可控。在“双循环”新发展格局和全球产业链重构的双重驱动下，国产替代相关机会也值得关注。</span></p><p>3）内需消费。海外政策可能长期处于不确定性的背景下，内需板块值得长期关注。<span></span></p><p><a href=\"https://laohu8.com/S/06178\">光大证券</a>认为，<b>在国内政策积极发力，以及海外扰动减弱的双重支撑下，港股市场有望延续震荡回升格局。</b></p><p>可关注科技成长及高股息占优的“哑铃”策略：1）关注中美大博弈背景下国内扶持政策有望持续出台的自主可控、芯片、高端制造相关概念。</p><p>2）关注具有自身独立景气度的部分互联网科技公司。</p><p>3）继续关注高股息低波动策略，包括通信、公用事业、银行等行业。高股息策略仍然可以作为稳定收益的底仓。</p></body></html>","source":"gelonghui_highlight","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\" 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#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疯狂4月收官！A股涨价、内需概念齐飞，港股上演消费“造富神话”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-30 22:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/2123671><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月，国际政经形势瞬息万变，引发全球资本市场剧烈波动，可谓非常之疯狂。本月，在全球大类资产中，欧洲国债、欧元、COMEX黄金的涨幅位居前三，分别为6.89%、5.74%、5.39%。ICE Brent原油、Wind中概股100、恒生科技位列跌幅前三，分别为14.04%、9.76%、5.7%。A股涨价、内需概念齐飞4月，特朗普掀起关税风暴，全球主要资本市场均在月内出现大幅杀跌，随后反弹，多数市场月末...</p>\n\n<a href=\"https://www.gelonghui.com/p/2123671\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/c4d01-78b75b80-d8f3-4e9e-975f-0891c9ff2d26.jpg?guru_height=444&guru_width=790","relate_stocks":{"301209":"联合化学","601086":"国芳集团","BK0138":"新材料","BK1233":"餐馆","HSCEI":"国企指数","BK1227":"服装、服饰与奢侈品","06181":"老铺黄金","HSTECH":"恒生科技指数","BK4614":"Manus概念股","BK0050":"建筑节能","BK1616":"咖啡茶饮","BK0229":"化学制品","YANG":"三倍做空富时中国ETF-Direxion","02097":"蜜雪集团","BK1544":"黄金股","BK0070":"员工持股","BK0209":"零售","002165":"红宝丽","BK0028":"国家队"},"source_url":"https://www.gelonghui.com/p/2123671","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2531059770","content_text":"4月，国际政经形势瞬息万变，引发全球资本市场剧烈波动，可谓非常之疯狂。本月，在全球大类资产中，欧洲国债、欧元、COMEX黄金的涨幅位居前三，分别为6.89%、5.74%、5.39%。ICE Brent原油、Wind中概股100、恒生科技位列跌幅前三，分别为14.04%、9.76%、5.7%。A股涨价、内需概念齐飞4月，特朗普掀起关税风暴，全球主要资本市场均在月内出现大幅杀跌，随后反弹，多数市场月末收绿。具体来看，A股主要指数多数收绿，创业板跌幅最大，北证50逆势收红。沪指当月累计跌1.7%，最新报3279.03点，深成指累计跌5.75%，创业板指累计跌7.4%，科创50累计跌1.01%，北证50累计涨4.72%。个股层面，涨价概念、内需相关个股成为最大赢家。其中，联合化学、国芳集团、红宝丽股价实现翻倍，当月累计涨幅达159.09%、117.1%、104.27%。普利退、沐邦高科、泰禾股份跌幅居前，当月累计跌71.89%、43.46%、40.36%。现象级消费股爆了与此同时，港股4月走势同样偏弱，主要指数全线收绿。恒指当月累计跌4.33%，国指累计跌5.17%，恒生科技指数累计跌5.7%。尽管如此，资金依然持续南下，大幅买入港股。当月，南向资金净买入港股1666.72亿港元，连续5个月增加。值得注意的是，南向资金4月9日单日净买入‌港股达 355.86亿港元‌，创港股通开通以来最高纪录。截至4月30日，南向资金年内累计净买入6053.25亿港元‌，为2024年同期的近三倍，创历史同期新高。个股层面，现象级消费股彻底爆了。老铺黄金、蜜雪冰城、泡泡玛特组成“港股三姐妹”，领衔港股消费公司暴涨，市值相继登顶千亿。老铺黄金于2024年6月28日上市，当时发行价为40.5港元/股‌，之后股价一路走高，一度飙升到881元/股。截至今日收盘，老铺黄金报719.5港元/股，总市值依然高达1211.4亿港元。“雪王”蜜雪冰城创造了今年的现象级IPO，3月敲钟上市，不到两个多月的时间内暴涨86%，最高报533港元/股。截至今日收盘，蜜雪集团报488港元/股，总市值为1852.54亿港元。泡泡玛特早在2020年就登陆港股，股价经历过山车，一度曾跌至9.54港元/股。近期，泡泡玛特APP登顶美国AppStore购物榜，同时知名IP LABUBU3.0在海内外引发抢购潮，泡泡玛特股价随之走高，最高触及199港元/股。截至今日收盘，泡泡玛特股价报193.8港元/股，最新市值突破2600亿港元。多数市场收绿其他市场上，特朗普掀起关税风波，但自己却数次改口，反复无常，引得全球资本市场剧烈波动。就是否罢免鲍威尔一事，特朗普及其幕僚表态模糊，三番两次反转，进一步加剧市场恐慌情绪。4月，美股主要指数涨跌不一，道指累计跌3.51%，纳指累计涨0.94%，标普500指数累计跌0.91%。欧洲股市也不容乐观，英国富时100指数累计跌1.49%，法国CAC40累计跌3.17%，德国DAX累计涨0.86%。亚太市场表现倒还算不错，日经225指数当月累计涨1.2%，韩国综合指数累计涨3.04%，印度SENSEX30指数累计涨3.65%。未来如何？接下来，即将步入5月，资本市场在经历了4月的至暗时刻之后，可能会迎来一波反弹，配置上可关注“科技+消费”双主线。展望未来，光大证券预计，当前A股市场的估值处于2010年以来的均值附近，而随着政策的积极发力，中长期资金带来的增量资金或将持续流入市场，对资本市场形成托底，A股市场有望震荡上行。配置方向上，关注三类资产：1）稳定类资产，如高股息、黄金。稳定类资产能够在市场面临不确定时提供确定性。2）产业链自主可控。在“双循环”新发展格局和全球产业链重构的双重驱动下，国产替代相关机会也值得关注。3）内需消费。海外政策可能长期处于不确定性的背景下，内需板块值得长期关注。光大证券认为，在国内政策积极发力，以及海外扰动减弱的双重支撑下，港股市场有望延续震荡回升格局。可关注科技成长及高股息占优的“哑铃”策略：1）关注中美大博弈背景下国内扶持政策有望持续出台的自主可控、芯片、高端制造相关概念。2）关注具有自身独立景气度的部分互联网科技公司。3）继续关注高股息低波动策略，包括通信、公用事业、银行等行业。高股息策略仍然可以作为稳定收益的底仓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666422639,"gmtCreate":1665918195721,"gmtModify":1665918196946,"author":{"id":"3460697779601690","authorId":"3460697779601690","name":"legal1989","avatar":"https://static.tigerbbs.com/8517d8a28edfd0e7cedf38f3f2156497","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3460697779601690","authorIdStr":"3460697779601690"},"themes":[],"htmlText":"<a 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