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美格智能(03268)
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想吃澳龙
·
03-12 10:25
$美格智能(03268)$
啥意思 5个点?
$美格智能(03268)$ 啥意思 5个点?
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港股解码
·
03-13 11:33
【IPO追踪】引入国华人寿等基石!国民技术(02701.HK)启动招股
A股企业赴港潮仍在持续,
$美格智能(03268)$
、
$埃斯顿(02715)$
、
$兆威机电(02692)$
等多股都于近期成功实现“A+H”布局。 据最新消息,来自A股市场的IC设计企业
$国民技术(02701)$
也于3月13日开启了招股,距离港股上市已经不远。 具体来看,国民技术拟全球发售9500万股H股,采用B机制发行。其中,香港公开发售950万股,占约10%,国际发售8550万股,占约90%。 发售价将不超过每股10.80港元,假设以最高发售价10.80港元计算,预期募集资金净额约9.44亿港元。其中,约50.8%将用于增强研发能力,开发新产品系列及提升产品性能;约9.2%用于升级现有产品组合;约15.0%用于战略投资、合并及收购;约15.0%用于偿还部分尚未偿还银行贷款;约10.0%被分配至营运资金及一般公司用途。 国民技术的招股期为3月13日至3月18日,预期将于3月23日上市,每手200股,入场费约2181.78港元。 值得注意的是,国民技术此次的发行获得了基石投资者的“保驾护航”,引入了国华人寿、欣旺达财资(香港)有限公司等机构及个人,拟合计认购总额1.40亿港元的发售股份。 根据资料,国民技术是一家平台型集成电路(IC)设计公司,产品从专业市场芯片发展至通用MCU、边缘AI计算等高端产品,并延伸出BMS芯片、射频芯片等更丰富的产品体系,并于2024年开始产生收入。 值得一提的是,公司还凭借多核异构架构、AI算法支持、密码模块及功
【IPO追踪】引入国华人寿等基石!国民技术(02701.HK)启动招股
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爱投资的小熊猫
·
03-11
美格智能,不设置绿鞋让港股通首日买有点不太好用了,只走了一个好开局
$美格智能(03268)$
(3月10日,03268.HK)发行价:28.86港元,首日开盘价29.04港元,较发行价涨0.62%,冲高至30.66港元(+6.24%),随后回落震荡,收盘价29.30港元,较发行价涨1.52%,总市值约86.95亿港元。A股(002881.SZ)收49.14元人民币,H股较A股折价约47%。美格智能首日小幅高开、冲高回落、微涨收盘,是A/H折价、成本压力、行业竞争等利空与港股通、基石背书、高景气赛道等利多博弈的结果。短期看,H股折价与成本压力仍存;中长期取决于AI/车载模组放量与毛利率修复。这个票中签率整体分配还是不错的,非常线性,毕竟打的人不多。图片1. 再看看美格智能(03268.HK)暗盘情况美格智能(03268.HK)辉立暗盘以29.50港元高开,立马冲到最高点31.00港元,又回落至最低点28.20港元后,再震荡上行,尾盘以28.80港元报收,跌幅为0.21%,振幅9.70%,成交2560万港元。美格智能(03268.HK)买盘席位有9583、9543、9688、0085等,卖盘第一席位是9966,0950和0945分别在卖盘第七和第八席位。看看美格智能(03268.HK)配售情况!美格智能(03268.HK)招股最终定价28.86元,11.62亿港元的募资,87.16亿港元的总市值,H股市值11.62亿港元,上市时流通市值7.03亿港元,发行比例13.33%。 图片图片图片配售情况:57965人认购,这次公配174.12倍,由于机制B分配,无回拨比率,国配有4.50倍,一手中签率5.00%,认购100手稳中1手,同时乙组932人申购,其中顶头槌申购61张,获配率0.40%-0.51%。图片图片图片美格智能(03268.HK)乙组官方披露的
美格智能,不设置绿鞋让港股通首日买有点不太好用了,只走了一个好开局
精彩
DaveLewis:
冇綠鞋真係悶到爆,郁都唔郁下!
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海虹99
·
03-09
$美格智能(03268)$
A股大涨,你也不表现一下?
$美格智能(03268)$ A股大涨,你也不表现一下?
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大自然的精灵
·
03-09
$美格智能(03268)$
真的服了,这么差
$美格智能(03268)$ 真的服了,这么差
精彩
狂龙:
以今天大盘情况,算很好了
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随风扯淡秀
·
03-09
$美格智能(03268)$
各档位中签率公布!
$美格智能(03268)$ 各档位中签率公布!
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智通财经APP
·
03-09
新股暗盘 | 美格智能(03268)暗盘收涨0.14% 每手赚4港元
智通财经APP获悉,美格智能(03268)
$美格智能(03268)$
将于3月10日(星期二)在香港挂牌。截至收盘,利弗莫尔证券暗盘交易显示报价28.9港元,较招股价28.86港元上涨0.14%,每手100股,不计手续费,每手赚4港元。 0ef0d8cb4cf84b9cd7695ad13f4a4d7f.jpg
新股暗盘 | 美格智能(03268)暗盘收涨0.14% 每手赚4港元
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读财报话新股
·
03-09
AH二婚港新的滑铁卢,这个指标成一票否决权!
今天是美格智能
$美格智能(03268)$
的暗盘 在A股美格智能大涨6个点的情况下,大家期盼的暗盘奇迹没有出现 两大暗盘分别微涨0.14%和1.8% 图片 对于打新的人来讲,这点损失跟昨天暗盘的两只相比,已经好很多了 但是咱从另一个方面来看,假设今天A股美格智能没有大涨6%,那今天暗盘美格H又是一番怎样的情景呢? 做任何事,无论打新也好创业也罢,咱都要防患于未然 今年还有蛮多AH新股要上来,而且,大伙会发现,现在AH新股的涨幅远不及之前(当然外围不太平也是一个重要的因素) 因此,你再跟以前一样说AH新股闭着眼去申购的话,大概率要亏翔了 今年1月份,有伙伴说AH新股今年没有破发,往后可以闭着眼打,财哥说这样做法很危险,下次文章当素材 图片 想不到,才不到2个月,这不就来了吗!!! 线性外推思维,无论在打新还是炒股中,都不可取! 比如去年9月份恒科创新高,大家都一窝蜂线性外推说恒指要3万点了,腾讯要突破800元了 结果呢? 现在叫人家恒科毒瘤了 AH新股年初不破发,不代表以后不破发,不代表以后就可以闭着眼睛打 最重要的是理解为何那段时间AH表现良好的原因 任何事抓底层逻辑就行 而AH新股的底层逻辑,就是财哥重复很多次的:折价率不重要,基石阵容才重要,而基石阵容好+折价率高才是王炸组合! 你会发现,不破发的AH新股,90%都是基石阵容的,同时,涨幅高的,通常都是基石阵容好+折价率高 在私蜜圈里,财哥定义三星半以上基石阵容才有申购的意义! 先说最近的方面案例:美格智能和今天大破发的埃斯顿 这两只基石阵容只有两星半,放弃申购 图片 久远一点的,经典如当时算是热门的AH新股:赛力斯基石阵容三星都不到 南华期货、中伟新材等破发的,基石阵容都很差 正面案例最近有兆威机电、沃尔核材、澜起科技、大族数控、兆易创
AH二婚港新的滑铁卢,这个指标成一票否决权!
精彩
MarsBloom:
基石陣容才是關鍵,打新別衝動!
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四明逍遥阁
·
03-04
打新实盘|兆威机电 vs 美格智能 vs 埃斯顿 vs 优乐赛共享:市场情绪差,打新还敢参与吗?
我还是继续参与我看好的兆威机电,优乐赛那个纯当抽奖了。另外两个AH就算有月卡也懒得参与了,毕竟月卡省100,抽中可能得亏100+不划算。 这两天因为伊朗的事,浮盈回撤了一点,港美股只剩5%的收益了,A股在盈亏平衡线上。 这波油运玩得还是有点问题,时间是对的,24号就冲进去了,但是标的有点问题,选择了去美股玩,没选择在A股打板。 原油也是,美股的雪佛龙才涨了10%都不到,A股的打屁股中石油已经两连板了,同样是中海油,H股才涨了不到10%。 以后这种情绪驱动的还是得优先参与A股的机会。 市场情绪虽然差,但我还是会选择依然打新。除非港股IPO连续出现多个新股破发,我才会考虑谨慎一些,否则还是依然选择乐观点。
打新实盘|兆威机电 vs 美格智能 vs 埃斯顿 vs 优乐赛共享:市场情绪差,打新还敢参与吗?
精彩
FrankCollins:
打新就得坚持,机会来了别错过!
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港股解码
·
03-10
【IPO追踪】美格智能(03268.HK)上市表现平淡,估值太高?
3月9日,
$埃斯顿(02715)$
、
$兆威机电(02692)$
和
$优乐赛共享(02649)$
同日登陆港股市场,三只新股表现各异,兆威机电成为当日唯一守住发行价的企业。 3月10日,港股市场又迎来一只新股,来自A股市场的无线通信模组龙头厂商
$美格智能(03268)$
在港交所主板挂牌上市,其股价也缺乏上涨动力,截至发稿涨幅为0.90%,总市值接近88亿港元。
$美格智能(002881)$
A股股价表现平淡,截至发稿,报48.62元/股,跌幅为0.80%。 美格智能此次每股发行价为28.86港元(较3月9日A股49.00元收盘价折价48.2%),投行国证国际指出虽然相较A股折价率较高,但估值仍偏高,且近期市场较为动荡,市场情绪有所降温。 从招股认购情况来看,美格智能的市场认购表现同样平淡。其香港公开发售获得 174.12 倍认购,与近期港股市场不少新股数百倍甚至上千倍的认购热度形成较大差距。本次上市,宝月共赢、名幸电子香港、锐明电子和中兴等知名企业均以基石投资者身份参与了认购。 作为国内领先的无线通信模块及解决方案提供商,美格智能以智能模块(尤其是高算力智能模块)为核心业务,相关模块及解决方案广泛应用于泛物联网(IoT)、智能网联车(ICV)及无线宽带等多个领域。目前公司正积极布局新兴赛道,拓展机器人等端侧 AI 应用领域,挖掘新的业绩增长点。 从业务收入结构来
【IPO追踪】美格智能(03268.HK)上市表现平淡,估值太高?
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公司概况
公司名称
美格智能
所属市场
SEHK
成立日期
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公司概况
美格智能技术股份有限公司是一家主要提供无线通信模组及解决方案的中国公司。该公司的无线通信模组产品组合包括智能模组和数传模组。智能模组具备片上系统(SoC)处理器和智能操作系统,分为高算力智能模组和常规智能模组。数传模组侧重数据传输、安全与高吞吐量的数据交换。该公司的模组及解决方案广泛应用于泛物联网(IoT)、智能网联车(ICV)及无线宽带领域。
02-27
股份发售
全球发售
全球发售
分时
5日
日
周
月
数据加载中...
最高
28.120
今开
28.120
量比
0.30
最低
26.080
昨收
28.260
换手率
7.21%
热议股票
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