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feld82
feld82
·
08-18
我擦棒子一入就暴跌呀
太疯狂！韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ
要点7月，韩国散户投资者净买入45亿美元美国股票，而本土市场出现回调。SK海力士的ADR是净买入第二多的美国证券，尽管韩国投资者可以直接在国内买入同一家公司。拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示：“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”与此同时，韩国股市出现大规模抛售。对市场的影响韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性，是另一个问题。
太疯狂！韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ
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feld82
feld82
·
07-29
$南方两倍做多海力士(07709)$
和你拼了29all in
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feld82
feld82
·
04-30
$小米集团-W(01810)$
真的很拉，连跌7个月
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feld82
feld82
·
04-15
$小米集团-W(01810)$
太虚了
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feld82
feld82
·
01-09
$小米集团-W(01810)$
大盘连涨5天你连跌5天，真🐮
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feld82
feld82
·
2025-09-02
$猫屎咖啡控股(01869)$
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feld82
feld82
·
2025-06-19
护城河是黄牛？
异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作
港股上市公司泡泡玛特今日盘中大跌5.18%，截至11:21，股价报251.6港元。首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品"前方高能"系列首次开启全球范围线上预售，大幅增加了市场供应量。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。
异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作
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feld82
feld82
·
2025-06-19
是滴哟
大行评级｜摩根大通：上调泡泡玛特目标价至330港元 重申为中国消费品领域首选
摩根大通发表研究报告指，对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%，与可口可乐的成功合作，以
大行评级｜摩根大通：上调泡泡玛特目标价至330港元 重申为中国消费品领域首选
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feld82
feld82
·
2025-06-18
买的认沽证，仓位少应该还好。
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feld82
feld82
·
2025-06-18
没忍住做空了一点泡泡
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10:32","market":"us","language":"zh","title":"太疯狂！韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ","url":"https://stock-news.laohu8.com/highlight/detail?id=1107822182","media":"老虎资讯综合","summary":"要点7月，韩国散户投资者净买入45亿美元美国股票，而本土市场出现回调。SK海力士的ADR是净买入第二多的美国证券，尽管韩国投资者可以直接在国内买入同一家公司。拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示：“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”与此同时，韩国股市出现大规模抛售。对市场的影响韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性，是另一个问题。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">7月，韩国散户投资者净买入45亿美元美国股票，而本土市场出现回调。</p></li><li><p style=\"text-align: left;\">许多人是在更换市场，而不是更换押注，通过在美国上市的证券保留对人工智能和杠杆产品的敞口。</p></li><li><p style=\"text-align: left;\">韩国资金不太可能左右整体美国市场，但可能放大个股和交投清淡交易的波动性。</p></li></ul><p style=\"text-align: left;\">一波韩国投资者正涌入美国市场，以规避本土市场的回调，尽管全球投资者也在纷纷买入。</p><p style=\"text-align: left;\">根据韩国交易所数据，上周大部分时间韩国散户投资者净卖出国内股票，尽管基准指数已进入牛市区域。海外投资者则转变方向，成为净买家。</p><p style=\"text-align: left;\">以下是关于这些投资者的五件事：</p><h2 style=\"text-align: left;\"><strong>买入美国存托凭证（ADR）</strong></h2><p style=\"text-align: left;\">根据韩国证券存管院数据，在韩国投资者7月净买入的45亿美元美国股票中，约8.4亿美元流入了这家芯片制造商在美国上市的存托凭证。SK海力士的ADR是净买入第二多的美国证券，尽管韩国投资者可以直接在国内买入同一家公司。</p><p style=\"text-align: left;\">这些美国存托凭证的交易价格较韩国本土股票存在溢价。Acadian资产管理高级副总裁欧文·拉蒙特称，近期溢价约为10%。它们还表现出更大的波动性。</p><p style=\"text-align: left;\">拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示：“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”</p><p style=\"text-align: left;\">拉蒙特说，这种价格差异不同寻常，可能是投机过度的警示信号。“它们是泡沫的症状，”他说，并指出在互联网泡沫时期，台湾和印度公司也曾出现类似错位。</p><h2 style=\"text-align: left;\"><strong>杠杆押注</strong></h2><p style=\"text-align: left;\">本月韩国投资者中最受欢迎的10只美国股票之一是杠杆产品—— <a href=\"https://laohu8.com/S/QLD\">2倍做多纳斯达克100指数ETF-ProShares</a>（QLD），排名第7。</p><p style=\"text-align: left;\">根据韩国证券存管院数据，7月净买入最多的10只美国股票中有4只是杠杆产品。</p><p style=\"text-align: left;\">数据显示，最受欢迎的是 <a href=\"https://laohu8.com/S/SOXL\">三倍做多半导体ETF-Direxion Daily</a>（SOXL），其目标是实现半导体指数每日表现的三倍。杠杆型 <a href=\"https://laohu8.com/S/TQQQ\">纳指三倍做多ETF</a>（TQQQ）和<a href=\"https://laohu8.com/S/QLD\">2倍做多纳斯达克100指数ETF-ProShares</a>（QLD）分别排名第四和第六。</p><h2 style=\"text-align: left;\"><strong>相同策略</strong></h2><p style=\"text-align: left;\">投资者可能正在更换市场，却未必更换押注。</p><p style=\"text-align: left;\">Rayliant Global Advisors研究主管菲利普·伍尔表示：“具有讽刺意味的是，如果你仔细分析数据并看看他们在买什么，大部分仍与本土市场正在抛售的同一种人工智能硬件主题相关。”</p><p style=\"text-align: left;\">Fibonacci资产管理创始人尹正仁（音）表示，一些因韩国半导体股或杠杆ETF亏损而受创的交易员，可能正在转向他们认为质量更高或流动性更好的美国人工智能股。</p><p style=\"text-align: left;\">“他们未必在减少对人工智能主题的敞口，”尹说，“他们可能只是更换表达同一观点的地理工具。”</p><h2 style=\"text-align: left;\">7月逆转</h2><p style=\"text-align: left;\">根据韩国证券存管院数据，韩国散户投资者上月净买入约45亿美元美国股票。这较6月大幅增加，并接近1月份50亿美元的净买入规模。</p><p style=\"text-align: left;\">与此同时，韩国股市出现大规模抛售。此前，一轮引人注目的上涨行情吸引散户投资者涌入半导体股和杠杆产品，本月韩国股市才出现反弹。</p><p style=\"text-align: left;\">根据韩国金融投资协会数据，韩国股市的保证金贷款余额在6月底约为37万亿韩元（260亿美元），随后在本月早些时候降至27万亿韩元，为今年最低水平。</p><p style=\"text-align: left;\">拉蒙特表示，尽管7月的买入“强劲”但并非前所未有，但他补充说：“有趣的是，即便韩国市场当时正在暴跌，他们仍增加了对美国股票的买入。”</p><h2 style=\"text-align: left;\">对市场的影响</h2><p style=\"text-align: left;\">韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性，是另一个问题。</p><p style=\"text-align: left;\">伍尔认为这种风险很小。尽管散户投资者在韩国可能拥有巨大影响力，但美国市场由专业和机构投资者主导，因此即使较大规模的韩国资金相对整体成交额而言也很小。</p><p style=\"text-align: left;\">拉蒙特则认为，在散户交易者青睐的个股和细分市场中，出现扭曲的可能性更大。他指出，韩国投资者在2024年底曾涌入美国“量子”股票，并表示杠杆ETF在韩国、香港和美国的扩散“可能正在增加波动性并放大市场震荡”。</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>太疯狂！韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ</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太疯狂！韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ\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\">2026-08-18 10:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">7月，韩国散户投资者净买入45亿美元美国股票，而本土市场出现回调。</p></li><li><p style=\"text-align: left;\">许多人是在更换市场，而不是更换押注，通过在美国上市的证券保留对人工智能和杠杆产品的敞口。</p></li><li><p style=\"text-align: left;\">韩国资金不太可能左右整体美国市场，但可能放大个股和交投清淡交易的波动性。</p></li></ul><p style=\"text-align: left;\">一波韩国投资者正涌入美国市场，以规避本土市场的回调，尽管全球投资者也在纷纷买入。</p><p style=\"text-align: left;\">根据韩国交易所数据，上周大部分时间韩国散户投资者净卖出国内股票，尽管基准指数已进入牛市区域。海外投资者则转变方向，成为净买家。</p><p style=\"text-align: left;\">以下是关于这些投资者的五件事：</p><h2 style=\"text-align: left;\"><strong>买入美国存托凭证（ADR）</strong></h2><p style=\"text-align: left;\">根据韩国证券存管院数据，在韩国投资者7月净买入的45亿美元美国股票中，约8.4亿美元流入了这家芯片制造商在美国上市的存托凭证。SK海力士的ADR是净买入第二多的美国证券，尽管韩国投资者可以直接在国内买入同一家公司。</p><p style=\"text-align: left;\">这些美国存托凭证的交易价格较韩国本土股票存在溢价。Acadian资产管理高级副总裁欧文·拉蒙特称，近期溢价约为10%。它们还表现出更大的波动性。</p><p style=\"text-align: left;\">拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示：“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”</p><p style=\"text-align: left;\">拉蒙特说，这种价格差异不同寻常，可能是投机过度的警示信号。“它们是泡沫的症状，”他说，并指出在互联网泡沫时期，台湾和印度公司也曾出现类似错位。</p><h2 style=\"text-align: left;\"><strong>杠杆押注</strong></h2><p style=\"text-align: left;\">本月韩国投资者中最受欢迎的10只美国股票之一是杠杆产品—— <a href=\"https://laohu8.com/S/QLD\">2倍做多纳斯达克100指数ETF-ProShares</a>（QLD），排名第7。</p><p style=\"text-align: left;\">根据韩国证券存管院数据，7月净买入最多的10只美国股票中有4只是杠杆产品。</p><p style=\"text-align: left;\">数据显示，最受欢迎的是 <a href=\"https://laohu8.com/S/SOXL\">三倍做多半导体ETF-Direxion Daily</a>（SOXL），其目标是实现半导体指数每日表现的三倍。杠杆型 <a href=\"https://laohu8.com/S/TQQQ\">纳指三倍做多ETF</a>（TQQQ）和<a href=\"https://laohu8.com/S/QLD\">2倍做多纳斯达克100指数ETF-ProShares</a>（QLD）分别排名第四和第六。</p><h2 style=\"text-align: left;\"><strong>相同策略</strong></h2><p style=\"text-align: left;\">投资者可能正在更换市场，却未必更换押注。</p><p style=\"text-align: left;\">Rayliant Global Advisors研究主管菲利普·伍尔表示：“具有讽刺意味的是，如果你仔细分析数据并看看他们在买什么，大部分仍与本土市场正在抛售的同一种人工智能硬件主题相关。”</p><p style=\"text-align: left;\">Fibonacci资产管理创始人尹正仁（音）表示，一些因韩国半导体股或杠杆ETF亏损而受创的交易员，可能正在转向他们认为质量更高或流动性更好的美国人工智能股。</p><p style=\"text-align: left;\">“他们未必在减少对人工智能主题的敞口，”尹说，“他们可能只是更换表达同一观点的地理工具。”</p><h2 style=\"text-align: left;\">7月逆转</h2><p style=\"text-align: left;\">根据韩国证券存管院数据，韩国散户投资者上月净买入约45亿美元美国股票。这较6月大幅增加，并接近1月份50亿美元的净买入规模。</p><p style=\"text-align: left;\">与此同时，韩国股市出现大规模抛售。此前，一轮引人注目的上涨行情吸引散户投资者涌入半导体股和杠杆产品，本月韩国股市才出现反弹。</p><p style=\"text-align: left;\">根据韩国金融投资协会数据，韩国股市的保证金贷款余额在6月底约为37万亿韩元（260亿美元），随后在本月早些时候降至27万亿韩元，为今年最低水平。</p><p style=\"text-align: left;\">拉蒙特表示，尽管7月的买入“强劲”但并非前所未有，但他补充说：“有趣的是，即便韩国市场当时正在暴跌，他们仍增加了对美国股票的买入。”</p><h2 style=\"text-align: left;\">对市场的影响</h2><p style=\"text-align: left;\">韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性，是另一个问题。</p><p style=\"text-align: left;\">伍尔认为这种风险很小。尽管散户投资者在韩国可能拥有巨大影响力，但美国市场由专业和机构投资者主导，因此即使较大规模的韩国资金相对整体成交额而言也很小。</p><p style=\"text-align: left;\">拉蒙特则认为，在散户交易者青睐的个股和细分市场中，出现扭曲的可能性更大。他指出，韩国投资者在2024年底曾涌入美国“量子”股票，并表示杠杆ETF在韩国、香港和美国的扩散“可能正在增加波动性并放大市场震荡”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/6413ee9547b8d51512f5d3aaf7d7af9e","relate_stocks":{"SK":"2倍做多海力士ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHA":"Tradr 2X Long SK hynix Daily ETF","HYNX":"2倍做多海力士ETF-T-REX","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","SKHU":"2倍做多海力士-ProShares","SOXL":"三倍做多半导体ETF-Direxion Daily","SKDD":"2倍做空海力士ETF-GraniteShares","SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage 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纳指三倍做多ETF（TQQQ）和2倍做多纳斯达克100指数ETF-ProShares（QLD）分别排名第四和第六。相同策略投资者可能正在更换市场，却未必更换押注。Rayliant Global Advisors研究主管菲利普·伍尔表示：“具有讽刺意味的是，如果你仔细分析数据并看看他们在买什么，大部分仍与本土市场正在抛售的同一种人工智能硬件主题相关。”Fibonacci资产管理创始人尹正仁（音）表示，一些因韩国半导体股或杠杆ETF亏损而受创的交易员，可能正在转向他们认为质量更高或流动性更好的美国人工智能股。“他们未必在减少对人工智能主题的敞口，”尹说，“他们可能只是更换表达同一观点的地理工具。”7月逆转根据韩国证券存管院数据，韩国散户投资者上月净买入约45亿美元美国股票。这较6月大幅增加，并接近1月份50亿美元的净买入规模。与此同时，韩国股市出现大规模抛售。此前，一轮引人注目的上涨行情吸引散户投资者涌入半导体股和杠杆产品，本月韩国股市才出现反弹。根据韩国金融投资协会数据，韩国股市的保证金贷款余额在6月底约为37万亿韩元（260亿美元），随后在本月早些时候降至27万亿韩元，为今年最低水平。拉蒙特表示，尽管7月的买入“强劲”但并非前所未有，但他补充说：“有趣的是，即便韩国市场当时正在暴跌，他们仍增加了对美国股票的买入。”对市场的影响韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性，是另一个问题。伍尔认为这种风险很小。尽管散户投资者在韩国可能拥有巨大影响力，但美国市场由专业和机构投资者主导，因此即使较大规模的韩国资金相对整体成交额而言也很小。拉蒙特则认为，在散户交易者青睐的个股和细分市场中，出现扭曲的可能性更大。他指出，韩国投资者在2024年底曾涌入美国“量子”股票，并表示杠杆ETF在韩国、香港和美国的扩散“可能正在增加波动性并放大市场震荡”。","news_type":1,"symbols_score_info":{"SKUU":0.6,"07709":0.6,"SK":0.6,"HYNX":0.6,"SKHX":0.6,"TQQQ":2,"SKHZ":0.6,"SKHU":0.6,"SKHY":2,"SOXL":2,"SKHA":0.6,"QLD":2,"SKDD":0.6}},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591026927215408,"gmtCreate":1785295198706,"gmtModify":1785295200983,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a 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不过昨天但总好像说了到底了。个人还是小心吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559123369050688,"gmtCreate":1777536526500,"gmtModify":1777536528503,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 真的很拉，连跌7个月","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 真的很拉，连跌7个月","text":"$小米集团-W(01810)$ 真的很拉，连跌7个月","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559123369050688","isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"content":"之前有阴跌12个月的记录","text":"之前有阴跌12个月的记录","html":"之前有阴跌12个月的记录"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553710263908024,"gmtCreate":1776217768310,"gmtModify":1776217770077,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 太虚了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 太虚了","text":"$小米集团-W(01810)$ 太虚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553710263908024","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519882831967576,"gmtCreate":1767945777789,"gmtModify":1767945779956,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 大盘连涨5天你连跌5天，真🐮","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 大盘连涨5天你连跌5天，真🐮","text":"$小米集团-W(01810)$ 大盘连涨5天你连跌5天，真🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/519882831967576","isVote":1,"tweetType":1,"viewCount":4451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474126901878840,"gmtCreate":1756777375028,"gmtModify":1756777375704,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01869\">$猫屎咖啡控股(01869)$ </a> ","listText":"<a href=\"https://laohu8.com/S/01869\">$猫屎咖啡控股(01869)$ </a> ","text":"$猫屎咖啡控股(01869)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474126901878840","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447555774640592,"gmtCreate":1750304787805,"gmtModify":1750304789332,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"护城河是黄牛？","listText":"护城河是黄牛？","text":"护城河是黄牛？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447555774640592","repostId":"1165556164","repostType":2,"repost":{"id":"1165556164","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750303358,"share":"https://www.laohunote.com/m/news/1165556164?lang=zh_CN&edition=full","pubTime":"2025-06-19 11:22","market":"sg","language":"zh","title":"异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作","url":"https://stock-news.laohu8.com/highlight/detail?id=1165556164","media":"异动解读","summary":"港股上市公司泡泡玛特今日盘中大跌5.18%，截至11:21，股价报251.6港元。首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。","content":"<p>港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。</p>\n\n<p>分析人士认为，此次下跌主要有以下几个原因：</p>\n\n<p>首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。据报道，全渠道预计补货量在400-500万左右，这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌，整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。</p>\n\n<p>其次，港交所数据显示，南向资金昨日净卖出约6.1亿港元泡泡玛特股票，显示部分内地资金选择获利了结。</p>\n\n<p>值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。该行今日发布研报，将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准，维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币，超过2024年全年盈利。</p>\n\n<p>泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。今日的回调或为获利回吐，投资者仍需关注公司基本面变化及产品销售情况。</p>","source":"ai_movement_cn","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>异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作</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异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-19 11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。</p>\n\n<p>分析人士认为，此次下跌主要有以下几个原因：</p>\n\n<p>首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。据报道，全渠道预计补货量在400-500万左右，这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌，整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。</p>\n\n<p>其次，港交所数据显示，南向资金昨日净卖出约6.1亿港元泡泡玛特股票，显示部分内地资金选择获利了结。</p>\n\n<p>值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。该行今日发布研报，将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准，维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币，超过2024年全年盈利。</p>\n\n<p>泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。今日的回调或为获利回吐，投资者仍需关注公司基本面变化及产品销售情况。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165556164","content_text":"港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。\n分析人士认为，此次下跌主要有以下几个原因：\n首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。据报道，全渠道预计补货量在400-500万左右，这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌，整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。\n其次，港交所数据显示，南向资金昨日净卖出约6.1亿港元泡泡玛特股票，显示部分内地资金选择获利了结。\n值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。该行今日发布研报，将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准，维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币，超过2024年全年盈利。\n泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。今日的回调或为获利回吐，投资者仍需关注公司基本面变化及产品销售情况。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":3217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447545682416448,"gmtCreate":1750302636020,"gmtModify":1750302636923,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"是滴哟","listText":"是滴哟","text":"是滴哟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447545682416448","repostId":"2544767138","repostType":2,"repost":{"id":"2544767138","kind":"live","pubTimestamp":1750300532,"share":"https://www.laohunote.com/m/news/2544767138?lang=zh_CN&edition=full","pubTime":"2025-06-19 10:35","market":"hk","language":"zh","title":"大行评级｜摩根大通：上调泡泡玛特目标价至330港元 重申为中国消费品领域首选","url":"https://stock-news.laohu8.com/highlight/detail?id=2544767138","media":"格隆汇","summary":"摩根大通发表研究报告指，对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%，与可口可乐的成功合作，以","content":"<html><body><p>摩根大通发表研究报告指，对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%，与可口可乐的成功合作，以及可能于8月与优衣库合作，摩通将泡泡玛特2025至2027年盈测上调19%至23%，该行的预估比市场预期高出25%。该行将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准(较同行的市值加权平均PEG约1.9倍折让20%），予“增持”评级。\n摩通认为，泡泡玛接下来的催化剂包括：(1)7月可能发布的盈喜，(2)即将推出的Labubu与朋友们动画(有望伴随新产品发布)，以及(3)可能推出可互动性/AI玩具(公司目前尚未披露)。该行将泡泡玛特列入正面催化剂观察名单，预测2025年上半年盈利达35亿元，超过2024年全年盈利，并重申该股是摩通在中国消费品领域的首选股票。</p></body></html>","source":"live_gelonghui","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\" 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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大行评级｜摩根大通：上调泡泡玛特目标价至330港元 重申为中国消费品领域首选\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-19 10:35 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通发表研究报告指，对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%，与可口可乐的成功合作，以及可能于8月与优衣库合作，摩通将泡泡玛特2025至2027年盈测上调19%至23%，该行的预估比市场预期高出25%。该行将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","09992":"泡泡玛特","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","PEG":"公务集团","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) 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EQUITY INCOME \"C\" (GBP) INC","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","BK4588":"碎股","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2544767138","content_text":"摩根大通发表研究报告指，对泡泡玛特旗下IP产品Labubu和Crybaby在全球范围内快速增长的品牌热度及消费者需求印象深刻。对于大多数IP的新款毛公仔售价上涨14%至87%，与可口可乐的成功合作，以及可能于8月与优衣库合作，摩通将泡泡玛特2025至2027年盈测上调19%至23%，该行的预估比市场预期高出25%。该行将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准(较同行的市值加权平均PEG约1.9倍折让20%），予“增持”评级。\n摩通认为，泡泡玛接下来的催化剂包括：(1)7月可能发布的盈喜，(2)即将推出的Labubu与朋友们动画(有望伴随新产品发布)，以及(3)可能推出可互动性/AI玩具(公司目前尚未披露)。该行将泡泡玛特列入正面催化剂观察名单，预测2025年上半年盈利达35亿元，超过2024年全年盈利，并重申该股是摩通在中国消费品领域的首选股票。","news_type":1,"symbols_score_info":{"KO":1,"IP":1,"09992":1,"PEG":1}},"isVote":1,"tweetType":1,"viewCount":2600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447354353717264,"gmtCreate":1750238855677,"gmtModify":1750239069669,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"买的认沽证，仓位少应该还好。","listText":"买的认沽证，仓位少应该还好。","text":"买的认沽证，仓位少应该还好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447354353717264","isVote":1,"tweetType":1,"viewCount":2240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447265207792392,"gmtCreate":1750217211269,"gmtModify":1750217604178,"author":{"id":"4178522526821662","authorId":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178522526821662","authorIdStr":"4178522526821662"},"themes":[],"title":"","htmlText":"没忍住做空了一点泡泡","listText":"没忍住做空了一点泡泡","text":"没忍住做空了一点泡泡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447265207792392","isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}