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丁子叔
丁子叔
·
2022-10-25
$美团ADR(MPNGY)$
欧美资本这是恶意做空中概和港股,给**新一届下马威吗
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丁子叔
丁子叔
·
2022-05-03
说不定,那个杭州马某本名就是马某某呢
重磅突发!一则通报引发震动?恒生科技指数跳水,阿里一度跌超9%
港股科技股经历惊魂一刻!5月3日上午,在隔夜美股大幅反弹,中概股集体上涨的背景下,港股却突发大幅低开,特别是恒生科技指数,开盘就大跌2%;9点30分后更是出现恐慌性杀跌,以阿里巴巴为首的科技股直线跳水
重磅突发!一则通报引发震动?恒生科技指数跳水,阿里一度跌超9%
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丁子叔
丁子叔
·
2022-05-03
昨天美股中概不是涨的吗
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丁子叔
丁子叔
·
2022-03-15
昨晚的中概股狂跌是受昨日港股狂跌影响还是,今天的港股接着受它影响
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丁子叔
丁子叔
·
2022-03-10
$美团-W(03690)$
美国加息,对美团和腾讯有啥影响
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丁子叔
丁子叔
·
2021-08-06
南下资金就是韭菜盒子
“聪明钱”开始买买买!这些明星股王者归来进入倒计时?
下半年以来,受多重因素影响,包括腾讯控股、美团等在内的港股互联网龙头股价连续下跌,年初大举南下的内资也在近期对这些标的进行集中减持。 港股互联网龙头股价大幅调整之际,部分境外长线资金却开始逆势布局。在
“聪明钱”开始买买买!这些明星股王者归来进入倒计时?
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丁子叔
丁子叔
·
2021-07-26
救市,黑色周一
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丁子叔
丁子叔
·
2021-03-09
难得打中一手,还他妈的亏钱
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href=\"https://laohu8.com/S/WB\">微博</a>上发文称,“据老胡向权威部门确认,杭州市国家安全局抓的是“马某某”,不是“马某”。写“马某”的报道都是不准确的。”</b></p><p>随着市场疑虑的消除,以阿里巴巴为首的科技股开始反弹,截至记者发稿,阿里巴巴跌幅收窄至2%,小米集团跌3%,京东集团跌4%。</p><p>此外,港股中资券商股走低,<a href=\"https://laohu8.com/S/600958\">东方证券</a>跌超12%,<a href=\"https://laohu8.com/S/601211\">国泰君安</a>跌超6%,<a href=\"https://laohu8.com/S/000776\">广发证券</a>跌超4%,中金跌3.5%。医药股也大幅走低,<a href=\"https://laohu8.com/S/HCM\">和黄医药</a>跌超18%,<a href=\"https://laohu8.com/S/300759\">康龙化成</a>跌6%,<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近5%,<a href=\"https://laohu8.com/S/01177\">中国生物制药</a>跌超3%。</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>重磅突发!一则通报引发震动?恒生科技指数跳水,阿里一度跌超9%</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重磅突发!一则通报引发震动?恒生科技指数跳水,阿里一度跌超9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2022-05-03 10:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>港股科技股经历惊魂一刻!</p><p>5月3日上午,在隔夜美股大幅反弹,中概股集体上涨的背景下,港股却突发大幅低开,特别是恒生科技指数,开盘就大跌2%;9点30分后更是出现恐慌性杀跌,以<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>为首的科技股直线跳水。其中,阿里巴巴一度跌超9%,<a href=\"https://laohu8.com/S/JD\">京东</a>集团跌超8%,小米集团跌超6%。恒生科技指数一度重挫超4%。</p><p><b>截至发稿,阿里巴巴跌逾2%。</b></p><p><img src=\"https://static.tigerbbs.com/3340c91e8fd2d59a3eb29fe0711317c1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>为何如此反常?分析人士认为,主要是受一则关于马某某被依法采取刑事强制措施的消息,被市场过度猜测,从而引发恐慌情绪,导致阿里巴巴率先杀跌。</b></p><p>据多家媒体报道,2022年4月25日,杭州市国家安全局依法对勾结境外反华敌对势力,涉嫌从事煽动分裂国家、煽动颠覆国家政权等危害国家安全活动的马某采取刑事强制措施,目前此案正在深入调查中。</p><p><b>券商中国记者多方了解获悉,上述“马某”应为“马某某”。</b></p><p><b>随后,胡锡进也在<a href=\"https://laohu8.com/S/WB\">微博</a>上发文称,“据老胡向权威部门确认,杭州市国家安全局抓的是“马某某”,不是“马某”。写“马某”的报道都是不准确的。”</b></p><p>随着市场疑虑的消除,以阿里巴巴为首的科技股开始反弹,截至记者发稿,阿里巴巴跌幅收窄至2%,小米集团跌3%,京东集团跌4%。</p><p>此外,港股中资券商股走低,<a href=\"https://laohu8.com/S/600958\">东方证券</a>跌超12%,<a href=\"https://laohu8.com/S/601211\">国泰君安</a>跌超6%,<a href=\"https://laohu8.com/S/000776\">广发证券</a>跌超4%,中金跌3.5%。医药股也大幅走低,<a href=\"https://laohu8.com/S/HCM\">和黄医药</a>跌超18%,<a href=\"https://laohu8.com/S/300759\">康龙化成</a>跌6%,<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近5%,<a href=\"https://laohu8.com/S/01177\">中国生物制药</a>跌超3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed2ed07835a94940bf9eeaeee5ee90c4","relate_stocks":{"159938":"医药","BK1161":"生物科技","BK1515":"抗疫概念","BK1574":"生物医药B类股","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232709417","content_text":"港股科技股经历惊魂一刻!5月3日上午,在隔夜美股大幅反弹,中概股集体上涨的背景下,港股却突发大幅低开,特别是恒生科技指数,开盘就大跌2%;9点30分后更是出现恐慌性杀跌,以阿里巴巴为首的科技股直线跳水。其中,阿里巴巴一度跌超9%,京东集团跌超8%,小米集团跌超6%。恒生科技指数一度重挫超4%。截至发稿,阿里巴巴跌逾2%。为何如此反常?分析人士认为,主要是受一则关于马某某被依法采取刑事强制措施的消息,被市场过度猜测,从而引发恐慌情绪,导致阿里巴巴率先杀跌。据多家媒体报道,2022年4月25日,杭州市国家安全局依法对勾结境外反华敌对势力,涉嫌从事煽动分裂国家、煽动颠覆国家政权等危害国家安全活动的马某采取刑事强制措施,目前此案正在深入调查中。券商中国记者多方了解获悉,上述“马某”应为“马某某”。随后,胡锡进也在微博上发文称,“据老胡向权威部门确认,杭州市国家安全局抓的是“马某某”,不是“马某”。写“马某”的报道都是不准确的。”随着市场疑虑的消除,以阿里巴巴为首的科技股开始反弹,截至记者发稿,阿里巴巴跌幅收窄至2%,小米集团跌3%,京东集团跌4%。此外,港股中资券商股走低,东方证券跌超12%,国泰君安跌超6%,广发证券跌超4%,中金跌3.5%。医药股也大幅走低,和黄医药跌超18%,康龙化成跌6%,复星医药跌近5%,中国生物制药跌超3%。","news_type":1,"symbols_score_info":{"159938":1,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3524718249925817","authorId":"3524718249925817","name":"7777777七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3524718249925817","authorIdStr":"3524718249925817"},"content":"看阿里的多项公益,马某绝对是爱国的","text":"看阿里的多项公益,马某绝对是爱国的","html":"看阿里的多项公益,马某绝对是爱国的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616109055,"gmtCreate":1651542509875,"gmtModify":1651542509875,"author":{"id":"3517562300102971","authorId":"3517562300102971","name":"丁子叔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517562300102971","authorIdStr":"3517562300102971"},"themes":[],"htmlText":"昨天美股中概不是涨的吗","listText":"昨天美股中概不是涨的吗","text":"昨天美股中概不是涨的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616109055","repostId":"1106685481","repostType":2,"isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634024388,"gmtCreate":1647303884136,"gmtModify":1647303884136,"author":{"id":"3517562300102971","authorId":"3517562300102971","name":"丁子叔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517562300102971","authorIdStr":"3517562300102971"},"themes":[],"htmlText":"昨晚的中概股狂跌是受昨日港股狂跌影响还是,今天的港股接着受它影响","listText":"昨晚的中概股狂跌是受昨日港股狂跌影响还是,今天的港股接着受它影响","text":"昨晚的中概股狂跌是受昨日港股狂跌影响还是,今天的港股接着受它影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634024388","repostId":"1184075095","repostType":2,"isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635110187,"gmtCreate":1646886844314,"gmtModify":1646889228428,"author":{"id":"3517562300102971","authorId":"3517562300102971","name":"丁子叔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517562300102971","authorIdStr":"3517562300102971"},"themes":[],"htmlText":"<a 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10:37","market":"hk","language":"zh","title":"“聪明钱”开始买买买!这些明星股王者归来进入倒计时?","url":"https://stock-news.laohu8.com/highlight/detail?id=2157213459","media":"上海证券报 ","summary":"下半年以来,受多重因素影响,包括腾讯控股、美团等在内的港股互联网龙头股价连续下跌,年初大举南下的内资也在近期对这些标的进行集中减持。\n港股互联网龙头股价大幅调整之际,部分境外长线资金却开始逆势布局。在","content":"<div>\n<p>下半年以来,受多重因素影响,包括腾讯控股、美团等在内的港股互联网龙头股价连续下跌,年初大举南下的内资也在近期对这些标的进行集中减持。\n港股互联网龙头股价大幅调整之际,部分境外长线资金却开始逆势布局。在不少外资机构看来,尽管政策对互联网龙头带来的影响仍有待观察,但对于一些被“错杀”或受影响较小的公司而言,当前其估值已具备一定吸引力。\n互联网龙头大幅调整\n年初以来,在港上市的互联网龙头股价均经历了大幅...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-06/doc-ikqcfncc1193241.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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\" 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.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“聪明钱”开始买买买!这些明星股王者归来进入倒计时?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 10:37 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-06/doc-ikqcfncc1193241.shtml><strong>上海证券报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>下半年以来,受多重因素影响,包括腾讯控股、美团等在内的港股互联网龙头股价连续下跌,年初大举南下的内资也在近期对这些标的进行集中减持。\n港股互联网龙头股价大幅调整之际,部分境外长线资金却开始逆势布局。在不少外资机构看来,尽管政策对互联网龙头带来的影响仍有待观察,但对于一些被“错杀”或受影响较小的公司而言,当前其估值已具备一定吸引力。\n互联网龙头大幅调整\n年初以来,在港上市的互联网龙头股价均经历了大幅...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-06/doc-ikqcfncc1193241.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/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-06/doc-ikqcfncc1193241.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157213459","content_text":"下半年以来,受多重因素影响,包括腾讯控股、美团等在内的港股互联网龙头股价连续下跌,年初大举南下的内资也在近期对这些标的进行集中减持。\n港股互联网龙头股价大幅调整之际,部分境外长线资金却开始逆势布局。在不少外资机构看来,尽管政策对互联网龙头带来的影响仍有待观察,但对于一些被“错杀”或受影响较小的公司而言,当前其估值已具备一定吸引力。\n互联网龙头大幅调整\n年初以来,在港上市的互联网龙头股价均经历了大幅回落。以腾讯控股为例,该股在今年2月18日触及773.4港元的历史高位后一路下滑,目前已跌逾40%。此外,美团较2月18日460港元的历史高点,也下跌了超过50%。\n互联网龙头股价接连下挫的背后,则是南向资金的不断撤离。数据显示,今年6月底至8月4日,南向资金对腾讯控股的持股量从6.39亿股下降至5.6亿股,降幅达12.4%;同期,南向资金对美团的持股量从4.14亿股骤降至3.13亿股,减仓幅度达24.3%;去年大放异彩的电商服务商龙头微盟集团,则被南向资金抛售2.27亿股,持仓降幅达44.8%。\n汇丰晋信基金表示,在多重因素影响下,港股互联网龙头股价大幅震荡,投资者短期情绪产生了一定的波动,教育、社区团购、商业金融支付等板块都出现了一定程度调整。\n“在监管措施持续推进的背景下,投资者暂时无法判断公司基本面会受到什么样的影响,短线纷纷选择了回避。”沪上一位公募人士称。\n长线资金逆势抄底\n港股互联网板块整体震荡之际,素有“聪明钱”之称的境外长线资金开始进行逆势抄底。港交所数据显示,知名外资机构柏基投资在7月28日增持美团946.4万股,买入均价为202港元,涉及金额约为15.89亿元人民币。\n柏基投资是特斯拉前十大股东之一,其自2013年起就开始持续买入特斯拉,至今浮盈接近10倍。柏基投资对中国公司也颇为青睐,自2008年起开始买入腾讯,2012年开始买入阿里巴巴,2015年开始买入美团。迄今为止,柏基仍是阿里巴巴等公司的重要股东。\n除了柏基投资,部分海外资管巨头也认为,一些股价调整幅度较大的互联网公司已具备投资价值。“我们判断互联网板块的波动仍会持续一段时间,主要是难以判断监管政策对相关个股的影响程度,以及后续是否还有新的监管政策出台。在此过程中,一些公司股价可能会被市场‘误杀’。对于股价调整幅度较大的个股,或者监管政策对其影响不大的公司,我们都会关注。”沪上一位外资权益基金经理称。\n外资机构认为,当前互联网行业发展已经进入新阶段,港股互联网板块整体调整后,风险已快速释放。从基本面与估值角度来看,部分互联网公司估值都已经降到了近年来的最低位,十分具有吸引力。","news_type":1,"symbols_score_info":{"00700":0.9,"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800907705,"gmtCreate":1627269591207,"gmtModify":1627269591207,"author":{"id":"3517562300102971","authorId":"3517562300102971","name":"丁子叔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517562300102971","authorIdStr":"3517562300102971"},"themes":[],"htmlText":"救市,黑色周一","listText":"救市,黑色周一","text":"救市,黑色周一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800907705","repostId":"1183383500","repostType":4,"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329793861,"gmtCreate":1615277921653,"gmtModify":1703486622005,"author":{"id":"3517562300102971","authorId":"3517562300102971","name":"丁子叔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517562300102971","authorIdStr":"3517562300102971"},"themes":[],"htmlText":"难得打中一手,还他妈的亏钱","listText":"难得打中一手,还他妈的亏钱","text":"难得打中一手,还他妈的亏钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329793861","repostId":"1142422982","repostType":4,"isVote":1,"tweetType":1,"viewCount":3202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}