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特斯3X3亏了

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- 特斯3X3亏了特斯3X3亏了
  ·04-26
  $比亚迪ADR(BYDDY)$ 哦
  181 评论
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- 特斯3X3亏了特斯3X3亏了
  ·2024-11-12
  $Coinbase Global, Inc.(COIN)$ 还没上车啊
  1,365 2
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- 特斯3X3亏了特斯3X3亏了
  ·2024-05-31
  $微软(MSFT)$ 昨天为啥大跌？
  1,812 评论
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- 特斯3X3亏了特斯3X3亏了
  ·2024-02-16
  $Nano-X Imaging Ltd.(NNOX)$ 飞了
  2,903 评论
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- 特斯3X3亏了特斯3X3亏了
  ·2024-01-10
  $达达集团(DADA)$ 破产
  3,404 评论
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- 特斯3X3亏了特斯3X3亏了
  ·2023-08-23
  $富敦美元货币市场基金(SGXZ99103178.USD)$ 这个基金监管机构是谁啊？
  2,278 评论
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- 特斯3X3亏了特斯3X3亏了
  ·2023-08-21
  $星空华文(06698)$ 破产
  1,854 评论
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- 特斯3X3亏了特斯3X3亏了
  ·2023-07-25
  $AMC院线(AMC)$ 盘后暴跌？
  2,065 评论
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- 特斯3X3亏了特斯3X3亏了
  ·2023-07-24
  $富敦美元货币市场基金(SGXZ99103178.USD)$ 会引入更多美元货币基金吗？
  2,393 评论
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- 特斯3X3亏了特斯3X3亏了
  ·2023-07-04
  赞👍🏻
  上半年二级市场总结：港股正触底反弹，这些行业表现强势
  转自：活报告6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。
  上半年二级市场总结：港股正触底反弹，这些行业表现强势
  2,032 评论
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这个基金监管机构是谁啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211938170077368","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211227125072144,"gmtCreate":1692589502576,"gmtModify":1692589504660,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496294214245294","authorIdStr":"3496294214245294"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06698\">$星空华文(06698)$&nbsp;</a>破产","listText":"<a href=\"https://laohu8.com/S/06698\">$星空华文(06698)$&nbsp;</a>破产","text":"$星空华文(06698)$ 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会引入更多美元货币基金吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201249866272920","isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194160873672992,"gmtCreate":1688441455907,"gmtModify":1688441457295,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496294214245294","authorIdStr":"3496294214245294"},"themes":[],"htmlText":"赞👍🏻","listText":"赞👍🏻","text":"赞👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194160873672992","repostId":"2348542804","repostType":2,"repost":{"id":"2348542804","kind":"highlight","pubTimestamp":1688440713,"share":"https://www.laohu8.com/m/news/2348542804?lang=&edition=full","pubTime":"2023-07-04 11:18","market":"us","language":"zh","title":"上半年二级市场总结：港股正触底反弹，这些行业表现强势","url":"https://stock-news.laohu8.com/highlight/detail?id=2348542804","media":"活报告","summary":"转自：活报告6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。","content":"<html><head></head><body><p>6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。</p><p style=\"text-align: start;\">港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。</p><p style=\"text-align: start;\"></p><p style=\"text-align: start;\">美股：6月份步入“技术性牛市”，纳指创下近40年来最佳上半年表现；标普500指数成分中月度上涨比例超过90%，科技股涨势有逐渐向更广阔领域蔓延的趋势。</p><p style=\"text-align: start;\"></p><p style=\"text-align: start;\">A股：5、6月份整体表现相对落后于全球其他主要证券市场，受外资影响较小的中小盘股整体表现较好；上半年TMT领域一枝独秀，“十大牛股”基本被AI产业链所包揽。</p><p style=\"text-align: start;\">2023年6月港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱，恒生指数、恒生国企及恒生科技指数月涨幅分别为3.7%、4.2%及7.8%；美股步入“技术性牛市”，纳指创近40年来最佳上半年表现，道指、标普500及纳指月涨幅分别为4.6%、6.5%及6.6%；A股整体与年初大致持平，上证、深证、创业板指及科创50指数月涨幅分别为-0.1%、2.2%、1.0%及-4.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88a8f7278d16584bea4ef643af9ee139\" title=\"来源：LiveReport大数据\" tg-width=\"629\" tg-height=\"397\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">从估值上看，6月份港股三大指数有所反弹但仍处于估值低位，恒生指数、恒生国企及恒生科技指数分别回升至14.14%、22.15%及1.25%的历史分位；美股道指、纳指及标普500指数估值进一步推升，PE分别达到了26.09、25.35及38.47倍；A股各上市板块估值再度下降，创业板估值被压缩至低于历史95%时间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6226b341f9aa108836bb4085f486fd9d\" title=\"来源：LiveReport大数据，计算起始时间为2010/1/1\" tg-width=\"1080\" tg-height=\"558\"/><span>来源：LiveReport大数据，计算起始时间为2010/1/1</span></p><p><strong>来源：LiveReport大数据，计算起始时间为2010/1/1</strong></p><p style=\"text-align: start;\">一、港股：市场走出阶段性反弹，6月份可选消费、信息技术行业表现较好</p><p style=\"text-align: start;\">6月份港股重要指数中，恒生指数+3.7%，恒生国企+4.2%，恒生科技+7.8%，红筹指数+2.1%，恒生综指+3.2% (其中恒生大型股+3.7%，恒生中型股+1.1%，恒生小型股-0.0%)，恒生港股通+3.1%。</p><p style=\"text-align: start;\">尽管6月份港股尤其是科技股走出阶段反弹，但今年以来除红筹指数外，其余重要指数均累计收跌，恒生科技指数年内累跌5.3%，小型股在市场环境和流动性的双重挤压下年内跌幅高达13.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f261d83d2a3fabe5039eaea1264c29ec\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"645\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">行业方面，6月份港股市场多数取得较好表现，可选消费、信息技术行业领涨，月涨幅分别达6.7%、6.4%；此外，能源、房地产、原材料等行业月涨幅亦超过4%；仅医疗保健行业收负，月内累跌4.7%。</p><p style=\"text-align: start;\">今年以来，港股市场表现最好的行业是能源和电信服务业，两者年内分别累涨27.4%及23.8；表现最差的行业则是医疗保健和房地产行业，年内各跌18%及14%；此外，日常消费及可选消费行业也相对较弱，年内跌幅分别为10.8%及9.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b580f19ee38e513a3db3e9ff2cef6cd7\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"646\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">个股方面，<a href=\"https://laohu8.com/S/01952\">云顶新耀-B</a>以118.8%的月涨幅领跑恒生综指，<a href=\"https://laohu8.com/S/01357\">美图公司</a>、合景泰富(1813.HK)及<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>以超过60%的月涨幅紧随其后。消息面上，6月21日，公司核心产品Nefecon即将在中国、新加坡获批上市,作为目前全球唯一对因治疗IgA肾病的药物，其稀缺性和商业化进展助推公司业绩前景。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/01691\">JS环球生活</a>、<a href=\"https://laohu8.com/S/00314\">思派健康</a>及<a href=\"https://laohu8.com/S/02469\">粉笔</a>月内跌幅分别达超81.4%、75%及61%。国内小家电龙头企业之一的JS环球生活显示暴跌是因其实施实物分拆计划，于6月30日起按除权基准买卖。作为<a href=\"https://laohu8.com/S/002242\">九阳股份</a>母公司，JS环球生活早前宣布分拆SharkNinja赴美上市，全部股份以实物方式送予公司股东。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05331c3e0e098d5ec341a4cb7faade6f\" title=\"来源：LiveReport大数据，只选取恒生综合指数成份股\" tg-width=\"880\" tg-height=\"791\"/><span>来源：LiveReport大数据，只选取恒生综合指数成份股</span></p><p><strong>来源：LiveReport大数据，只选取恒生综合指数成份股</strong></p><p style=\"text-align: start;\">今年上半年，恒生综指成分中涨幅超过100%的个股包括<a href=\"https://laohu8.com/S/01244\">3D MEDICINES</a>、美图公司(1357.HK)及<a href=\"https://laohu8.com/S/06698\">星空华文</a>，一个是成功“摘B”的生物科技公司，一个是7款AIGC新品即将上线的AI概念，还有一个则受到了疫情过后线下演出市场明显回暖的提振。此外，新能源汽车销售出色的理想、零跑等也表现出色。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b89547b9a111d4d810fdec628c5ca61\" title=\"来源：LiveReport大数据，只选取恒生综合指数成份股\" tg-width=\"865\" tg-height=\"428\"/><span>来源：LiveReport大数据，只选取恒生综合指数成份股</span></p><p><strong>来源：LiveReport大数据，只选取恒生综合指数成份股</strong></p><p style=\"text-align: start;\">二、美股：6月份步入“技术性牛市”，科技股涨势逐渐向更广阔领域蔓延</p><p style=\"text-align: start;\">6月份美股重要指数中，道指+4.6%，标普500指数+6.5%，纳指+6.6%，罗素1000指数+6.6%，罗素2000指数+7.9%，罗素3000指数+6.7%，费城半导体指数+6.4%，纳斯达克中国金龙指数+9.4%，VIX恐慌指数-24.2%。</p><p style=\"text-align: start;\">6月份美股走入了“技术性牛市”，纳指以31.73%的涨幅创下近40年来最佳上半年表现。在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等明星公司的轮番上涨后，逐渐扩展至大型科技股以外的其他板块，并有形成轮动行情的趋势，若继续保持这种状态，美股很有可能从“技术牛”转向“全面牛”行情。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1beaf57baea2f8a1e35f6ab821a49ed0\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"643\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">行业方面，6月份美股全部行业均收涨，其中工业、可选消费以超过10%的幅度领涨，材料、能源、金融、房地产及信息技术行业紧随其后，月涨幅均超过5%。在乐观情绪的带动下，今年以来美股所有行业都实现了正收益，其中信息技术行业以37%的超高涨幅领跑美股，金融行业则位列其后，上涨22.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d8011a71fe139dcaf1c5387291447fa\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"600\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">个股方面，6月份标普500指数成分中，足足有456只个股收涨，仅48只个股收跌，上涨比例超过90%。邮轮、电气设备、航空、汽车等多个行业均有个股取得靓丽表现，在科技股保持上行，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>突破3万亿美元的6月份，乐观情绪已逐渐向更广阔的领域蔓延开来。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>及<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>月内分别上涨了67.7%、46.6%及28.1%，分列标普500指数成分股月涨幅第一、二及第七位。据多位华尔街分析师的看法，出于对未来衰退可能的担忧，消费者的可自由支配支出保持谨慎，但市场对邮轮预订需求仍将持续上升，其长期预订窗口和当前的强劲需求是可持续的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f530f1bfb52667e8b00f98a146accb43\" title=\"来源：LiveReport大数据，只选取标普500指数成分股\" tg-width=\"930\" tg-height=\"793\"/><span>来源：LiveReport大数据，只选取标普500指数成分股</span></p><p><strong>来源：LiveReport大数据，只选取标普500指数成分股</strong></p><p style=\"text-align: start;\">中概股方面，小鹏汽车(XPEV.US)以超70%的月涨幅位居榜首，<a href=\"https://laohu8.com/S/EH\">亿航智能</a>及趣店(QD.US)月涨幅超过40%。据小鹏汽车发布的数据显示，6月交付新车8620辆，连续5个月实现正增长，其中P7车型总交付环比增长17%；二季度累计交付新车23205辆，上半年累计交付突破30万辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562ae420e04a4a415ebffdc27e4cdc01\" title=\"来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股\" tg-width=\"847\" tg-height=\"430\"/><span>来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股</span></p><p><strong>来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股</strong></p><p style=\"text-align: start;\">今年上半年，比特数字(BTBT.US)累计上涨幅度达到576.7%，6月15日，全球最大的资产管理公司<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>提交了比特币现货ETF申请，震惊了加密货币行业，此后景顺、富达等资管巨头纷纷跟进，被视为是传统金融为加密货币带来天量新活力的信号，比特币价格于6月份涨至近一年来新高，一度突破3.1万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77dc3a685055efcd66b445c6b5c0df01\" title=\"来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股\" tg-width=\"829\" tg-height=\"430\"/><span>来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股</span></p><p><strong>来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股</strong></p><p style=\"text-align: start;\">三、A股：上半年TMT领域一枝独秀，“十大牛股”基本被AI产业链所包揽</p><p style=\"text-align: start;\">6月份A股重要指数中，上证指数-0.1%，深证成指+2.2%，创业板指+1.0%，科创50指数-4.6%，北证50指数-5.0%，沪深300指数+1.2%，中证500指数-0.8%，中证1000指数+0.6%，MSCI中国A50指数+1.6%。</p><p style=\"text-align: start;\">A股市场于5、6月份整体表现相对落后于除港股外的全球其他主要证券市场，主要受到经济复苏不及预期、人民币贬值及外资流出压力等因素的压制。不过，年初至今A股整体仍小幅上升，上证及科创板指数累计上涨3.7%及4.7%，受外资影响较小的中小盘股整体表现较好，中证1000指数年内累计涨幅达5.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48d9e9a6865e48daf52a5021f54c48ac\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"697\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">行业方面，6月份家电、通信行业领跑市场，月度涨幅均超过10%，汽车及机械设备行业表现也相对出色；医药行业表现最差，6月份下跌4.5%。今年以来，借助AI全产业链的发展浪潮，TMT领域公司表现一枝独秀，通信、传媒及计算机行业年内分别累涨50.7%、42.8%及27.6%。</p><p style=\"text-align: start;\">除此以外，由于经济复苏力度不及预期，央行降息释放出积极信号，采取经济刺激提振市场的可能性也随之上扬。由于此前地方版补贴政策多涉及家电、汽车领域等，相关领域受鼓励消费政策的利好推动更加明显。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a3806c0e632fcef875e791444a63da\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"1433\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">个股方面，<a href=\"https://laohu8.com/S/603767\">中马传动</a>、<a href=\"https://laohu8.com/S/603042\">华脉科技</a>及<a href=\"https://laohu8.com/S/000936\">华西股份</a>等股票6月份涨幅居前，<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>、<a href=\"https://laohu8.com/S/688047\">龙芯中科</a>及<a href=\"https://laohu8.com/S/688258\">卓易信息</a>等个股月内跌幅较大。<a href=\"https://laohu8.com/S/300024\">机器人</a>及其减速器、传感器分支近期表现强势，支持机器人产业发展的政策提振市场炒作情绪，而AI概念则明显降温。</p><p style=\"text-align: start;\">今年上半年，A股的“十大牛股”基本被AI产业链相关公司所包揽，CPO概念占据年内涨幅前十的一半，其中<a href=\"https://laohu8.com/S/301205\">联特科技</a>以8倍涨幅高居第一，<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>、<a href=\"https://laohu8.com/S/300308\">中际旭创</a>、<a href=\"https://laohu8.com/S/300394\">天孚通信</a>及<a href=\"https://laohu8.com/S/300913\">兆龙互连</a>等亦位列前十；数据中心、算力、存储等方面，<a href=\"https://laohu8.com/S/002229\">鸿博股份</a>、曙光数创、佰维存储等亦榜上有名。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb0b60a6279c569e5b99653f16f003e5\" title=\"来源：LiveReport大数据，剔除A股ST股及近半年上市新股\" tg-width=\"836\" tg-height=\"791\"/><span>来源：LiveReport大数据，剔除A股ST股及近半年上市新股</span></p><p style=\"text-align: center;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d458fad550d50cdd4d3599fecf7c5557\" title=\"来源：LiveReport大数据，剔除A股ST股及近半年上市新股\" tg-width=\"876\" tg-height=\"428\"/><span>来源：LiveReport大数据，剔除A股ST股及近半年上市新股</span></p><p><strong>来源：LiveReport大数据，剔除A股ST股及近半年上市新股</strong></p></body></html>","source":"highlight_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>上半年二级市场总结：港股正触底反弹，这些行业表现强势</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上半年二级市场总结：港股正触底反弹，这些行业表现强势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 11:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/stockzmt/2023-07-03/doc-imyzmpkp1923857.shtml><strong>活报告</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。美股：6月份步入“技术性牛市”，纳指创下近40年来最佳上半年表现；标普500指数成分中...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/stockzmt/2023-07-03/doc-imyzmpkp1923857.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/38508134c6853c521e764dc952e7334a","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","BK1161":"生物科技","HSI":"恒生指数","01244":"思路迪医药股份","03086":"华夏纳指"},"source_url":"https://finance.sina.com.cn/stock/stockzmt/2023-07-03/doc-imyzmpkp1923857.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2348542804","content_text":"6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。美股：6月份步入“技术性牛市”，纳指创下近40年来最佳上半年表现；标普500指数成分中月度上涨比例超过90%，科技股涨势有逐渐向更广阔领域蔓延的趋势。A股：5、6月份整体表现相对落后于全球其他主要证券市场，受外资影响较小的中小盘股整体表现较好；上半年TMT领域一枝独秀，“十大牛股”基本被AI产业链所包揽。2023年6月港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱，恒生指数、恒生国企及恒生科技指数月涨幅分别为3.7%、4.2%及7.8%；美股步入“技术性牛市”，纳指创近40年来最佳上半年表现，道指、标普500及纳指月涨幅分别为4.6%、6.5%及6.6%；A股整体与年初大致持平，上证、深证、创业板指及科创50指数月涨幅分别为-0.1%、2.2%、1.0%及-4.6%。来源：LiveReport大数据来源：LiveReport大数据从估值上看，6月份港股三大指数有所反弹但仍处于估值低位，恒生指数、恒生国企及恒生科技指数分别回升至14.14%、22.15%及1.25%的历史分位；美股道指、纳指及标普500指数估值进一步推升，PE分别达到了26.09、25.35及38.47倍；A股各上市板块估值再度下降，创业板估值被压缩至低于历史95%时间。来源：LiveReport大数据，计算起始时间为2010/1/1来源：LiveReport大数据，计算起始时间为2010/1/1一、港股：市场走出阶段性反弹，6月份可选消费、信息技术行业表现较好6月份港股重要指数中，恒生指数+3.7%，恒生国企+4.2%，恒生科技+7.8%，红筹指数+2.1%，恒生综指+3.2% (其中恒生大型股+3.7%，恒生中型股+1.1%，恒生小型股-0.0%)，恒生港股通+3.1%。尽管6月份港股尤其是科技股走出阶段反弹，但今年以来除红筹指数外，其余重要指数均累计收跌，恒生科技指数年内累跌5.3%，小型股在市场环境和流动性的双重挤压下年内跌幅高达13.7%。来源：LiveReport大数据来源：LiveReport大数据行业方面，6月份港股市场多数取得较好表现，可选消费、信息技术行业领涨，月涨幅分别达6.7%、6.4%；此外，能源、房地产、原材料等行业月涨幅亦超过4%；仅医疗保健行业收负，月内累跌4.7%。今年以来，港股市场表现最好的行业是能源和电信服务业，两者年内分别累涨27.4%及23.8；表现最差的行业则是医疗保健和房地产行业，年内各跌18%及14%；此外，日常消费及可选消费行业也相对较弱，年内跌幅分别为10.8%及9.3%。来源：LiveReport大数据来源：LiveReport大数据个股方面，云顶新耀-B以118.8%的月涨幅领跑恒生综指，美图公司、合景泰富(1813.HK)及小鹏汽车以超过60%的月涨幅紧随其后。消息面上，6月21日，公司核心产品Nefecon即将在中国、新加坡获批上市,作为目前全球唯一对因治疗IgA肾病的药物，其稀缺性和商业化进展助推公司业绩前景。JS环球生活、思派健康及粉笔月内跌幅分别达超81.4%、75%及61%。国内小家电龙头企业之一的JS环球生活显示暴跌是因其实施实物分拆计划，于6月30日起按除权基准买卖。作为九阳股份母公司，JS环球生活早前宣布分拆SharkNinja赴美上市，全部股份以实物方式送予公司股东。来源：LiveReport大数据，只选取恒生综合指数成份股来源：LiveReport大数据，只选取恒生综合指数成份股今年上半年，恒生综指成分中涨幅超过100%的个股包括3D MEDICINES、美图公司(1357.HK)及星空华文，一个是成功“摘B”的生物科技公司，一个是7款AIGC新品即将上线的AI概念，还有一个则受到了疫情过后线下演出市场明显回暖的提振。此外，新能源汽车销售出色的理想、零跑等也表现出色。来源：LiveReport大数据，只选取恒生综合指数成份股来源：LiveReport大数据，只选取恒生综合指数成份股二、美股：6月份步入“技术性牛市”，科技股涨势逐渐向更广阔领域蔓延6月份美股重要指数中，道指+4.6%，标普500指数+6.5%，纳指+6.6%，罗素1000指数+6.6%，罗素2000指数+7.9%，罗素3000指数+6.7%，费城半导体指数+6.4%，纳斯达克中国金龙指数+9.4%，VIX恐慌指数-24.2%。6月份美股走入了“技术性牛市”，纳指以31.73%的涨幅创下近40年来最佳上半年表现。在英伟达、特斯拉、微软等明星公司的轮番上涨后，逐渐扩展至大型科技股以外的其他板块，并有形成轮动行情的趋势，若继续保持这种状态，美股很有可能从“技术牛”转向“全面牛”行情。来源：LiveReport大数据来源：LiveReport大数据行业方面，6月份美股全部行业均收涨，其中工业、可选消费以超过10%的幅度领涨，材料、能源、金融、房地产及信息技术行业紧随其后，月涨幅均超过5%。在乐观情绪的带动下，今年以来美股所有行业都实现了正收益，其中信息技术行业以37%的超高涨幅领跑美股，金融行业则位列其后，上涨22.6%。来源：LiveReport大数据来源：LiveReport大数据个股方面，6月份标普500指数成分中，足足有456只个股收涨，仅48只个股收跌，上涨比例超过90%。邮轮、电气设备、航空、汽车等多个行业均有个股取得靓丽表现，在科技股保持上行，苹果突破3万亿美元的6月份，乐观情绪已逐渐向更广阔的领域蔓延开来。嘉年华邮轮、挪威邮轮及皇家加勒比邮轮月内分别上涨了67.7%、46.6%及28.1%，分列标普500指数成分股月涨幅第一、二及第七位。据多位华尔街分析师的看法，出于对未来衰退可能的担忧，消费者的可自由支配支出保持谨慎，但市场对邮轮预订需求仍将持续上升，其长期预订窗口和当前的强劲需求是可持续的。来源：LiveReport大数据，只选取标普500指数成分股来源：LiveReport大数据，只选取标普500指数成分股中概股方面，小鹏汽车(XPEV.US)以超70%的月涨幅位居榜首，亿航智能及趣店(QD.US)月涨幅超过40%。据小鹏汽车发布的数据显示，6月交付新车8620辆，连续5个月实现正增长，其中P7车型总交付环比增长17%；二季度累计交付新车23205辆，上半年累计交付突破30万辆。来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股今年上半年，比特数字(BTBT.US)累计上涨幅度达到576.7%，6月15日，全球最大的资产管理公司贝莱德提交了比特币现货ETF申请，震惊了加密货币行业，此后景顺、富达等资管巨头纷纷跟进，被视为是传统金融为加密货币带来天量新活力的信号，比特币价格于6月份涨至近一年来新高，一度突破3.1万美元。来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股三、A股：上半年TMT领域一枝独秀，“十大牛股”基本被AI产业链所包揽6月份A股重要指数中，上证指数-0.1%，深证成指+2.2%，创业板指+1.0%，科创50指数-4.6%，北证50指数-5.0%，沪深300指数+1.2%，中证500指数-0.8%，中证1000指数+0.6%，MSCI中国A50指数+1.6%。A股市场于5、6月份整体表现相对落后于除港股外的全球其他主要证券市场，主要受到经济复苏不及预期、人民币贬值及外资流出压力等因素的压制。不过，年初至今A股整体仍小幅上升，上证及科创板指数累计上涨3.7%及4.7%，受外资影响较小的中小盘股整体表现较好，中证1000指数年内累计涨幅达5.1%。来源：LiveReport大数据来源：LiveReport大数据行业方面，6月份家电、通信行业领跑市场，月度涨幅均超过10%，汽车及机械设备行业表现也相对出色；医药行业表现最差，6月份下跌4.5%。今年以来，借助AI全产业链的发展浪潮，TMT领域公司表现一枝独秀，通信、传媒及计算机行业年内分别累涨50.7%、42.8%及27.6%。除此以外，由于经济复苏力度不及预期，央行降息释放出积极信号，采取经济刺激提振市场的可能性也随之上扬。由于此前地方版补贴政策多涉及家电、汽车领域等，相关领域受鼓励消费政策的利好推动更加明显。来源：LiveReport大数据来源：LiveReport大数据个股方面，中马传动、华脉科技及华西股份等股票6月份涨幅居前，昆仑万维、龙芯中科及卓易信息等个股月内跌幅较大。机器人及其减速器、传感器分支近期表现强势，支持机器人产业发展的政策提振市场炒作情绪，而AI概念则明显降温。今年上半年，A股的“十大牛股”基本被AI产业链相关公司所包揽，CPO概念占据年内涨幅前十的一半，其中联特科技以8倍涨幅高居第一，剑桥科技、中际旭创、天孚通信及兆龙互连等亦位列前十；数据中心、算力、存储等方面，鸿博股份、曙光数创、佰维存储等亦榜上有名。来源：LiveReport大数据，剔除A股ST股及近半年上市新股来源：LiveReport大数据，剔除A股ST股及近半年上市新股来源：LiveReport大数据，剔除A股ST股及近半年上市新股","news_type":1},"isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}