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- HAO110911HAO110911
  ·03-10
  北向资金不披露？那岂不是掩耳盗铃
  南向资金净买入超240亿港元，创历史单日最高净买入纪录
  3月10日，南向资金净买入超240亿港元，创历史单日最高净买入纪录。
  南向资金净买入超240亿港元，创历史单日最高净买入纪录
  750 评论
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- HAO110911HAO110911
  ·03-10
  大头还是北向资金吧？南向资金都是短线吧，对冲基金吧
  南向资金净买入超240亿港元，创历史单日最高净买入纪录
  3月10日，南向资金净买入超240亿港元，创历史单日最高净买入纪录。
  南向资金净买入超240亿港元，创历史单日最高净买入纪录
  711 评论
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- HAO110911HAO110911
  ·02-24
  AI芯片有必要要先进制程吗？
  消息称英伟达包下台积电今年超70%的先进封装产能
  据台湾经济日报报道，业界消息称，英伟达最新Blackwell构架GPU芯片需求强劲，已包下台积电今年超过70%的CoWoS-L先进封装产能，出货量以每季环比增长20%以上逐季冲高。
  消息称英伟达包下台积电今年超70%的先进封装产能
  624 评论
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- HAO110911HAO110911
  ·02-10
  纳斯达克是不是在2w点横盘整理了吧
  1,380 1
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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南向资金净买入超240亿港元，创历史单日最高净买入纪录\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\">2025-03-10 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月10日，港股今日大幅回调，恒生科技指数盘中跌超2%，市场的大幅波动并未影响资金的做多热情，南向资金延续买买买模式，截至发稿，<strong>南向资金净买入超240亿港元，创历史单日最高净买入纪录。</strong></p><p>中金公司发布研报表示，本轮反弹的本质是建立在对科技趋势的乐观情绪上。这个情绪计入的程度和未来还有多少“想象”空间，是回答未来市场空间的关键。并表示：</p><blockquote><p>1）当前的AI趋势、叙事变化和估值重估的大方向是正确的。</p><p>2）短期也需要把握节奏，仓位和成本同样重要。如果预期短期新增催化剂有限、甚至还可能存在政策不及预期以及外部扰动增加的风险，还是以短期观望为主。我们继续维持短期恒指23,000-24,000，乐观情形25,000的点位测算。</p><p>需要说明的是，这样一个静态的测算，并不意味着触及后一定会大跌，也不意味着在短期资金和情绪助推下不会突破，但意味着在长期预期无法兑现之前，对乐观情绪的不断透支，也意味着市场分歧的可能加大。</p></blockquote><h3 id=\"id_1167063074\" style=\"text-align: justify;\">2025年以来南向净买入超3100亿港元</h3><p style=\"text-align: justify;\">Wind数据显示，2025年以来，南向资金净买入额超3100亿港元（截至3月7日），最近一个月，已有十几个交易日单日净买入额超100亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93ac36e746adb9db46998291e6551bce\" title=\"\" tg-width=\"796\" tg-height=\"769\"/></p><p style=\"text-align: justify;\">长城港股通价值精选基金经理曲少杰表示，当前港股估值合理偏低，国内经济好转预期增强，人工智能在国内发展如火如荼，港股科技互联网企业代表中国的科技发展水平，是人工智能领域的领军企业，未来将有明显的增长机会。随着中国经济表现出向好趋势，海外资金已敏锐地捕捉到加仓中国核心资产的机会。</p><p style=\"text-align: justify;\"><strong>当前多家国际主流投行喊出中国资产重估口号，全球资金正积极涌入“估值洼地”，港股后续上涨潜力及持续时间或相当可观。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103332747","content_text":"3月10日，港股今日大幅回调，恒生科技指数盘中跌超2%，市场的大幅波动并未影响资金的做多热情，南向资金延续买买买模式，截至发稿，南向资金净买入超240亿港元，创历史单日最高净买入纪录。中金公司发布研报表示，本轮反弹的本质是建立在对科技趋势的乐观情绪上。这个情绪计入的程度和未来还有多少“想象”空间，是回答未来市场空间的关键。并表示：1）当前的AI趋势、叙事变化和估值重估的大方向是正确的。2）短期也需要把握节奏，仓位和成本同样重要。如果预期短期新增催化剂有限、甚至还可能存在政策不及预期以及外部扰动增加的风险，还是以短期观望为主。我们继续维持短期恒指23,000-24,000，乐观情形25,000的点位测算。需要说明的是，这样一个静态的测算，并不意味着触及后一定会大跌，也不意味着在短期资金和情绪助推下不会突破，但意味着在长期预期无法兑现之前，对乐观情绪的不断透支，也意味着市场分歧的可能加大。2025年以来南向净买入超3100亿港元Wind数据显示，2025年以来，南向资金净买入额超3100亿港元（截至3月7日），最近一个月，已有十几个交易日单日净买入额超100亿港元。长城港股通价值精选基金经理曲少杰表示，当前港股估值合理偏低，国内经济好转预期增强，人工智能在国内发展如火如荼，港股科技互联网企业代表中国的科技发展水平，是人工智能领域的领军企业，未来将有明显的增长机会。随着中国经济表现出向好趋势，海外资金已敏锐地捕捉到加仓中国核心资产的机会。当前多家国际主流投行喊出中国资产重估口号，全球资金正积极涌入“估值洼地”，港股后续上涨潜力及持续时间或相当可观。","news_type":1,"symbols_score_info":{"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411943912087888,"gmtCreate":1741592569420,"gmtModify":1741593963766,"author":{"id":"4202084551928330","authorId":"4202084551928330","name":"HAO110911","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202084551928330","authorIdStr":"4202084551928330"},"themes":[],"htmlText":"大头还是北向资金吧？南向资金都是短线吧，对冲基金吧","listText":"大头还是北向资金吧？南向资金都是短线吧，对冲基金吧","text":"大头还是北向资金吧？南向资金都是短线吧，对冲基金吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411943912087888","repostId":"1103332747","repostType":2,"repost":{"id":"1103332747","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1741591855,"share":"https://www.laohu8.com/m/news/1103332747?lang=&edition=full","pubTime":"2025-03-10 15:30","market":"us","language":"zh","title":"南向资金净买入超240亿港元，创历史单日最高净买入纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1103332747","media":"老虎资讯综合","summary":"3月10日，南向资金净买入超240亿港元，创历史单日最高净买入纪录。","content":"<html><head></head><body><p>3月10日，港股今日大幅回调，恒生科技指数盘中跌超2%，市场的大幅波动并未影响资金的做多热情，南向资金延续买买买模式，截至发稿，<strong>南向资金净买入超240亿港元，创历史单日最高净买入纪录。</strong></p><p>中金公司发布研报表示，本轮反弹的本质是建立在对科技趋势的乐观情绪上。这个情绪计入的程度和未来还有多少“想象”空间，是回答未来市场空间的关键。并表示：</p><blockquote><p>1）当前的AI趋势、叙事变化和估值重估的大方向是正确的。</p><p>2）短期也需要把握节奏，仓位和成本同样重要。如果预期短期新增催化剂有限、甚至还可能存在政策不及预期以及外部扰动增加的风险，还是以短期观望为主。我们继续维持短期恒指23,000-24,000，乐观情形25,000的点位测算。</p><p>需要说明的是，这样一个静态的测算，并不意味着触及后一定会大跌，也不意味着在短期资金和情绪助推下不会突破，但意味着在长期预期无法兑现之前，对乐观情绪的不断透支，也意味着市场分歧的可能加大。</p></blockquote><h3 id=\"id_1167063074\" style=\"text-align: justify;\">2025年以来南向净买入超3100亿港元</h3><p style=\"text-align: justify;\">Wind数据显示，2025年以来，南向资金净买入额超3100亿港元（截至3月7日），最近一个月，已有十几个交易日单日净买入额超100亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93ac36e746adb9db46998291e6551bce\" title=\"\" tg-width=\"796\" tg-height=\"769\"/></p><p style=\"text-align: justify;\">长城港股通价值精选基金经理曲少杰表示，当前港股估值合理偏低，国内经济好转预期增强，人工智能在国内发展如火如荼，港股科技互联网企业代表中国的科技发展水平，是人工智能领域的领军企业，未来将有明显的增长机会。随着中国经济表现出向好趋势，海外资金已敏锐地捕捉到加仓中国核心资产的机会。</p><p style=\"text-align: justify;\"><strong>当前多家国际主流投行喊出中国资产重估口号，全球资金正积极涌入“估值洼地”，港股后续上涨潜力及持续时间或相当可观。</strong></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>南向资金净买入超240亿港元，创历史单日最高净买入纪录</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南向资金净买入超240亿港元，创历史单日最高净买入纪录\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\">2025-03-10 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月10日，港股今日大幅回调，恒生科技指数盘中跌超2%，市场的大幅波动并未影响资金的做多热情，南向资金延续买买买模式，截至发稿，<strong>南向资金净买入超240亿港元，创历史单日最高净买入纪录。</strong></p><p>中金公司发布研报表示，本轮反弹的本质是建立在对科技趋势的乐观情绪上。这个情绪计入的程度和未来还有多少“想象”空间，是回答未来市场空间的关键。并表示：</p><blockquote><p>1）当前的AI趋势、叙事变化和估值重估的大方向是正确的。</p><p>2）短期也需要把握节奏，仓位和成本同样重要。如果预期短期新增催化剂有限、甚至还可能存在政策不及预期以及外部扰动增加的风险，还是以短期观望为主。我们继续维持短期恒指23,000-24,000，乐观情形25,000的点位测算。</p><p>需要说明的是，这样一个静态的测算，并不意味着触及后一定会大跌，也不意味着在短期资金和情绪助推下不会突破，但意味着在长期预期无法兑现之前，对乐观情绪的不断透支，也意味着市场分歧的可能加大。</p></blockquote><h3 id=\"id_1167063074\" style=\"text-align: justify;\">2025年以来南向净买入超3100亿港元</h3><p style=\"text-align: justify;\">Wind数据显示，2025年以来，南向资金净买入额超3100亿港元（截至3月7日），最近一个月，已有十几个交易日单日净买入额超100亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93ac36e746adb9db46998291e6551bce\" title=\"\" tg-width=\"796\" tg-height=\"769\"/></p><p style=\"text-align: justify;\">长城港股通价值精选基金经理曲少杰表示，当前港股估值合理偏低，国内经济好转预期增强，人工智能在国内发展如火如荼，港股科技互联网企业代表中国的科技发展水平，是人工智能领域的领军企业，未来将有明显的增长机会。随着中国经济表现出向好趋势，海外资金已敏锐地捕捉到加仓中国核心资产的机会。</p><p style=\"text-align: justify;\"><strong>当前多家国际主流投行喊出中国资产重估口号，全球资金正积极涌入“估值洼地”，港股后续上涨潜力及持续时间或相当可观。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103332747","content_text":"3月10日，港股今日大幅回调，恒生科技指数盘中跌超2%，市场的大幅波动并未影响资金的做多热情，南向资金延续买买买模式，截至发稿，南向资金净买入超240亿港元，创历史单日最高净买入纪录。中金公司发布研报表示，本轮反弹的本质是建立在对科技趋势的乐观情绪上。这个情绪计入的程度和未来还有多少“想象”空间，是回答未来市场空间的关键。并表示：1）当前的AI趋势、叙事变化和估值重估的大方向是正确的。2）短期也需要把握节奏，仓位和成本同样重要。如果预期短期新增催化剂有限、甚至还可能存在政策不及预期以及外部扰动增加的风险，还是以短期观望为主。我们继续维持短期恒指23,000-24,000，乐观情形25,000的点位测算。需要说明的是，这样一个静态的测算，并不意味着触及后一定会大跌，也不意味着在短期资金和情绪助推下不会突破，但意味着在长期预期无法兑现之前，对乐观情绪的不断透支，也意味着市场分歧的可能加大。2025年以来南向净买入超3100亿港元Wind数据显示，2025年以来，南向资金净买入额超3100亿港元（截至3月7日），最近一个月，已有十几个交易日单日净买入额超100亿港元。长城港股通价值精选基金经理曲少杰表示，当前港股估值合理偏低，国内经济好转预期增强，人工智能在国内发展如火如荼，港股科技互联网企业代表中国的科技发展水平，是人工智能领域的领军企业，未来将有明显的增长机会。随着中国经济表现出向好趋势，海外资金已敏锐地捕捉到加仓中国核心资产的机会。当前多家国际主流投行喊出中国资产重估口号，全球资金正积极涌入“估值洼地”，港股后续上涨潜力及持续时间或相当可观。","news_type":1,"symbols_score_info":{"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407027521233496,"gmtCreate":1740390807362,"gmtModify":1740391621094,"author":{"id":"4202084551928330","authorId":"4202084551928330","name":"HAO110911","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202084551928330","authorIdStr":"4202084551928330"},"themes":[],"htmlText":"AI芯片有必要要先进制程吗？","listText":"AI芯片有必要要先进制程吗？","text":"AI芯片有必要要先进制程吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407027521233496","repostId":"1155029549","repostType":2,"repost":{"id":"1155029549","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1740366258,"share":"https://www.laohu8.com/m/news/1155029549?lang=&edition=full","pubTime":"2025-02-24 11:04","market":"hk","language":"zh","title":"消息称英伟达包下台积电今年超70%的先进封装产能","url":"https://stock-news.laohu8.com/highlight/detail?id=1155029549","media":"老虎资讯综合","summary":"据台湾经济日报报道，业界消息称，英伟达最新Blackwell构架GPU芯片需求强劲，已包下台积电今年超过70%的CoWoS-L先进封装产能，出货量以每季环比增长20%以上逐季冲高。","content":"<html><head></head><body><p>据台湾经济日报报道，业界消息称，英伟达最新Blackwell构架GPU芯片需求强劲，已包下台积电今年超过70%的CoWoS-L先进封装产能，出货量以每季环比增长20%以上逐季冲高。</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>消息称英伟达包下台积电今年超70%的先进封装产能</title>\n<style 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11:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据台湾经济日报报道，业界消息称，英伟达最新Blackwell构架GPU芯片需求强劲，已包下台积电今年超过70%的CoWoS-L先进封装产能，出货量以每季环比增长20%以上逐季冲高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155029549","content_text":"据台湾经济日报报道，业界消息称，英伟达最新Blackwell构架GPU芯片需求强劲，已包下台积电今年超过70%的CoWoS-L先进封装产能，出货量以每季环比增长20%以上逐季冲高。","news_type":1,"symbols_score_info":{"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402010296406216,"gmtCreate":1739154572810,"gmtModify":1739154718638,"author":{"id":"4202084551928330","authorId":"4202084551928330","name":"HAO110911","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202084551928330","authorIdStr":"4202084551928330"},"themes":[],"htmlText":"纳斯达克是不是在2w点横盘整理了吧","listText":"纳斯达克是不是在2w点横盘整理了吧","text":"纳斯达克是不是在2w点横盘整理了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402010296406216","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}