我爱巧克力的个人主页 - 老虎社区

我爱巧克力

我爱巧克力

暂无个人介绍

IP属地：山东

36关注

0粉丝

1主题

0勋章

我爱巧克力

09-26

$英特尔(INTC)$ 试试运气

我爱巧克力

06-15

你看到后你再跟风就是韭菜

港股新消费和创新药行情持续火热，谁是其背后的加仓主力？

我爱巧克力

06-09

第一次发

我爱巧克力

03-21

又涨了

我爱巧克力

03-19

都卖出看涨期权了，那不就代表看跌吗？

我爱巧克力

03-10

申购四百中了四百

新股定价 | 赤峰黄金下限定价，公开发售接获9.53倍认购、一手中签率28%

我爱巧克力

03-07

$三倍做多富时中国ETF-Direxion(YINN)$

我爱巧克力

01-24

$Twilio Inc(TWLO)$ 看多

我爱巧克力

01-22

$苹果(AAPL)$ 看好苹果！你去体验一下就知道

我爱巧克力

01-21

$A50指数主连 2501(CNmain)$

我爱巧克力

2024-12-18

$恒生指数主连 2412(HSImain)$

我爱巧克力

2024-12-16

少管人家的闲事，有本事叫你的使劲涨！

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3483409061409687","uuid":"3483409061409687","gmtCreate":1561045878546,"gmtModify":1737422901432,"name":"我爱巧克力","pinyin":"waqklwoaiqiaokeli","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":36,"tweetSize":12,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.17","exceedPercentage":"60.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"山东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":27,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":482737745482264,"gmtCreate":1758885009520,"gmtModify":1758885011985,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 试试运气","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 试试运气","text":"$英特尔(INTC)$ 试试运气","images":[{"img":"https://static.tigerbbs.com/62cffd95460904ab2b9fa1f3c7febcd5","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482737745482264","isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":446230393369424,"gmtCreate":1749948744984,"gmtModify":1749948746684,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"你看到后你再跟风就是韭菜","listText":"你看到后你再跟风就是韭菜","text":"你看到后你再跟风就是韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/446230393369424","repostId":"2543715669","repostType":2,"repost":{"id":"2543715669","kind":"highlight","pubTimestamp":1749940200,"share":"https://www.laohu8.com/m/news/2543715669?lang=zh_CN&edition=full","pubTime":"2025-06-15 06:30","market":"hk","language":"zh","title":"港股新消费和创新药行情持续火热，谁是其背后的加仓主力？","url":"https://stock-news.laohu8.com/highlight/detail?id=2543715669","media":"尧望后势","summary":"近期港股新消费和创新药板块行情火热，那么谁是其背后的加仓主力？内外资流入节奏有何异同？除了创新药和新消费之外，资金还青睐哪些方向？","content":"<html><head></head><body><blockquote><p style=\"text-align: justify;\"><strong>引言：</strong>近期港股新消费和创新药板块行情火热，那么谁是其背后的加仓主力？内外资流入节奏有何异同？除了创新药和新消费之外，资金还青睐哪些方向？详见报告。</p></blockquote><p style=\"text-align: justify;\"><strong>一、谁在买港股新消费和创新药？</strong></p><p style=\"text-align: justify;\"><strong>近两个月内，港股新消费和创新药板块领跑港股，显著跑赢一季度占优的互联网科技板块。</strong>4月7日-6月11日，港股创新药和新消费板块上涨超55%，远超同期的互联网龙头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4a7aaf72a2750de442ed09457303ce6\" title=\"\" tg-width=\"604\" tg-height=\"501\"/></p><p style=\"text-align: justify;\"><strong>按照托管机构拆分来看，南下资金是做多港股新消费和创新药的主力资金。</strong>4月8日-6月9日，创新药板块中，港股通和中资中介净流入288.2亿港元、11.7亿港元，国际中介和香港本地中介减仓226.4亿港元、11.3亿港元；新消费板块中，南下资金和香港本地中介加仓63.7亿港元、4.9亿港元，国际中介和中资中介净流出6.4亿港元、43.9亿港元。全年来看，南下资金分别加仓创新药和新消费板块551.4亿港元、183.25亿港元，是最重要的增量资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1046acbdbfa3994d53c3e6315c63bcb9\" title=\"\" tg-width=\"607\" tg-height=\"499\"/></p><p style=\"text-align: justify;\"><strong>行情节奏方面，外资今年两次率先在新消费板块的行情左侧开始加仓，并选择在快速上涨时期兑现浮盈，而南下资金则主要是右侧做趋势投资。</strong>2月20日-3月7日，新消费板块上涨20.3%，期间国际中介净流入36.1亿港元，而港股通小幅减仓，3月8日-4月2日，随着新消费加速上涨，南下资金持续加仓78.1亿元，而外资开始获利了结；4月25日-5月16日，尽管行情较为平淡，但外资大幅加仓超80亿港元，同期港股通小幅净流出，5月17日-6月9日，新消费板块再度上涨24.6%，期间南下资金加速流入26.6亿港元，国际中介则转为减仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c399353717002fcebde2be862477940\" title=\"\" tg-width=\"609\" tg-height=\"499\"/></p><p style=\"text-align: justify;\"><strong>2月中旬以来，南下资金开始稳定持续增持创新药，外资曾在2月底-3月中的港股情绪最“亢奋”阶段与其形成共振，但后续则转为持续流出。</strong>2月17日以来，港股通开始加速净流入（截至6月9日累计加仓超520亿港元），支撑创新药板块持续上涨。与之相对的是，2月27日-3月14日，国际中介净流入超百亿港元，但后续则减仓超300亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2528e40e3cd465faee316ef6a15b6f44\" title=\"\" tg-width=\"607\" tg-height=\"500\"/></p><p style=\"text-align: justify;\"><strong>二、不仅仅是创新药和新消费，南下资金是港股整体的“定海神针”</strong></p><p style=\"text-align: justify;\"><strong>根据港股托管机构拆分来看，南下资金是近期也是今年以来推动港股行情的主力资金。4月8日至6月9日，港股通累计净流入1514.5亿港元，而同期国际中介、中资中介和香港本地中介分别减仓847.2亿港元、180.4亿港元、84.2亿港元。全年来看，截至6月9日，港股通累计已净流入超6600亿港元，远超其他三类托管机构。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9a5cff79d7c27950e2ab85815df9559\" title=\"\" tg-width=\"606\" tg-height=\"449\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a32bdacf57541a79846f44c6d5ad2038\" title=\"\" tg-width=\"611\" tg-height=\"454\"/></p><p><strong>而从国际中介的视角来看，近两个月中外资或延续了年初至今的流出趋势。一方面，对冲基金或于4月底至5月中阶段性有所回流，但持续低位的Hibor利率驱动灵活资金以套息交易的方式转为加仓美元资产。另一方面，根据EPFR数据，以海外主动权益基金为代表的长线资金依然延续流出。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e92ec57dfa12573871bafea22fdda99\" title=\"\" tg-width=\"609\" tg-height=\"427\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/487d9d12cb712fc4dc941afb7e81c3df\" title=\"\" tg-width=\"609\" tg-height=\"429\"/></p><p><strong>三、新药和新消费，近期资金还青睐哪些方向？</strong></p><p style=\"text-align: justify;\"><strong>行业层面上，互联网、汽车、新消费和创新药是近期资金加仓的主要方向，而金融和能源等红利板块遭减持较多。根据测算，4月8日至6月9日，资金主要加仓软件服务、药品及生物科技、汽车、专业零售（阿里巴巴+美团）和工业工程等板块，净流出银行、其他金融、石油及天然气、保险和一般金属及矿石等行业较多。</strong></p><p style=\"text-align: justify;\"><strong>分机构类型来看，南下资金净流入创新药、专业零售、电讯、银行和石油及天然气等板块，减持软件服务和资讯科技器材较多；国际中介青睐软件服务和资讯科技器材，显著减仓银行、创新药和专业零售；中资中介和香港本地中介主要加仓专业零售、资讯科技器材、汽车和半导体，净流出红利板块较多。</strong></p><p style=\"text-align: justify;\"><strong>值得注意的是，南下资港股通在软件服务、资讯科技器材和红利板块上与其他类三类机构存在较大的分歧，仅在专业零售行业上与中资中介和香港本地中介形成共识。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20fd43d107aed4c63892f91ba59e1575\" title=\"\" tg-width=\"606\" tg-height=\"435\"/></p><p style=\"text-align: justify;\"><strong>个股层面上，从四类机构净流入前十的个股来看：</strong></p><p style=\"text-align: justify;\"><strong>南下资金延续“哑铃型”配置思路。4月8日-6月9日，港股通主要加仓美团-W、建设银行、阿里巴巴-W、中国银行和招商银行，净流出腾讯控股、小米集团-W、中芯国际、中国财险和华润啤酒较多。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d687059dbfa3ad3b9670ebd124c2625a\" title=\"\" tg-width=\"846\" tg-height=\"474\"/></p><p style=\"text-align: justify;\"><strong>外资显著青睐具有特色商业模式的科技和消费企业，减持红利板块，医药内部有所分化。4月8日-6月9日，国际中介主要加仓腾讯控股、小米集团-W、珍酒李渡、香港交易所和小鹏汽车-W，净流出美团-W、阿里巴巴-W、建设银行、中国海洋石油和中国神华。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8374b115b1b1125fca9af78f4bc3c12\" title=\"\" tg-width=\"846\" tg-height=\"447\"/></p><p style=\"text-align: justify;\"><strong>中资中介主要净流入阿里巴巴等科技股，减仓金融行业较多。4月8日-6月9日，中资中介主要加仓阿里巴巴-W、联想集团、美团-W、中芯国际和速腾聚创，净流出中信证券、珍酒李渡、香港交易所、腾讯控股和汇丰控股。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08a1843991563081c82ac986149c9918\" title=\"\" tg-width=\"845\" tg-height=\"457\"/></p><p style=\"text-align: justify;\"><strong>香港本地中介同样以加仓阿里巴巴等科技股并减仓金融行业为主。4月8日-6月9日，香港本地中介主要加仓阿里巴巴-W、比亚迪股份、中芯国际、京东集团-SW和小米集团-W，净流出香港交易所、汇丰控股、腾讯控股、农业银行和中国移动。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/739bc652adb05b70c8be3ecc757cd0a1\" title=\"\" tg-width=\"845\" tg-height=\"464\"/></p></body></html>","source":"ywhs","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>港股新消费和创新药行情持续火热，谁是其背后的加仓主力？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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港股新消费和创新药行情持续火热，谁是其背后的加仓主力？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-15 06:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/hPxA6PbP_b7KS8k7l-bQMA><strong>尧望后势</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>引言：近期港股新消费和创新药板块行情火热，那么谁是其背后的加仓主力？内外资流入节奏有何异同？除了创新药和新消费之外，资金还青睐哪些方向？详见报告。一、谁在买港股新消费和创新药？近两个月内，港股新消费和创新药板块领跑港股，显著跑赢一季度占优的互联网科技板块。4月7日-6月11日，港股创新药和新消费板块上涨超55%，远超同期的互联网龙头。按照托管机构拆分来看，南下资金是做多港股新消费和创新药的主力资金...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/hPxA6PbP_b7KS8k7l-bQMA\">网页链接</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":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/hPxA6PbP_b7KS8k7l-bQMA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543715669","content_text":"引言：近期港股新消费和创新药板块行情火热，那么谁是其背后的加仓主力？内外资流入节奏有何异同？除了创新药和新消费之外，资金还青睐哪些方向？详见报告。一、谁在买港股新消费和创新药？近两个月内，港股新消费和创新药板块领跑港股，显著跑赢一季度占优的互联网科技板块。4月7日-6月11日，港股创新药和新消费板块上涨超55%，远超同期的互联网龙头。按照托管机构拆分来看，南下资金是做多港股新消费和创新药的主力资金。4月8日-6月9日，创新药板块中，港股通和中资中介净流入288.2亿港元、11.7亿港元，国际中介和香港本地中介减仓226.4亿港元、11.3亿港元；新消费板块中，南下资金和香港本地中介加仓63.7亿港元、4.9亿港元，国际中介和中资中介净流出6.4亿港元、43.9亿港元。全年来看，南下资金分别加仓创新药和新消费板块551.4亿港元、183.25亿港元，是最重要的增量资金。行情节奏方面，外资今年两次率先在新消费板块的行情左侧开始加仓，并选择在快速上涨时期兑现浮盈，而南下资金则主要是右侧做趋势投资。2月20日-3月7日，新消费板块上涨20.3%，期间国际中介净流入36.1亿港元，而港股通小幅减仓，3月8日-4月2日，随着新消费加速上涨，南下资金持续加仓78.1亿元，而外资开始获利了结；4月25日-5月16日，尽管行情较为平淡，但外资大幅加仓超80亿港元，同期港股通小幅净流出，5月17日-6月9日，新消费板块再度上涨24.6%，期间南下资金加速流入26.6亿港元，国际中介则转为减仓。2月中旬以来，南下资金开始稳定持续增持创新药，外资曾在2月底-3月中的港股情绪最“亢奋”阶段与其形成共振，但后续则转为持续流出。2月17日以来，港股通开始加速净流入（截至6月9日累计加仓超520亿港元），支撑创新药板块持续上涨。与之相对的是，2月27日-3月14日，国际中介净流入超百亿港元，但后续则减仓超300亿元。二、不仅仅是创新药和新消费，南下资金是港股整体的“定海神针”根据港股托管机构拆分来看，南下资金是近期也是今年以来推动港股行情的主力资金。4月8日至6月9日，港股通累计净流入1514.5亿港元，而同期国际中介、中资中介和香港本地中介分别减仓847.2亿港元、180.4亿港元、84.2亿港元。全年来看，截至6月9日，港股通累计已净流入超6600亿港元，远超其他三类托管机构。而从国际中介的视角来看，近两个月中外资或延续了年初至今的流出趋势。一方面，对冲基金或于4月底至5月中阶段性有所回流，但持续低位的Hibor利率驱动灵活资金以套息交易的方式转为加仓美元资产。另一方面，根据EPFR数据，以海外主动权益基金为代表的长线资金依然延续流出。三、新药和新消费，近期资金还青睐哪些方向？行业层面上，互联网、汽车、新消费和创新药是近期资金加仓的主要方向，而金融和能源等红利板块遭减持较多。根据测算，4月8日至6月9日，资金主要加仓软件服务、药品及生物科技、汽车、专业零售（阿里巴巴+美团）和工业工程等板块，净流出银行、其他金融、石油及天然气、保险和一般金属及矿石等行业较多。分机构类型来看，南下资金净流入创新药、专业零售、电讯、银行和石油及天然气等板块，减持软件服务和资讯科技器材较多；国际中介青睐软件服务和资讯科技器材，显著减仓银行、创新药和专业零售；中资中介和香港本地中介主要加仓专业零售、资讯科技器材、汽车和半导体，净流出红利板块较多。值得注意的是，南下资港股通在软件服务、资讯科技器材和红利板块上与其他类三类机构存在较大的分歧，仅在专业零售行业上与中资中介和香港本地中介形成共识。个股层面上，从四类机构净流入前十的个股来看：南下资金延续“哑铃型”配置思路。4月8日-6月9日，港股通主要加仓美团-W、建设银行、阿里巴巴-W、中国银行和招商银行，净流出腾讯控股、小米集团-W、中芯国际、中国财险和华润啤酒较多。外资显著青睐具有特色商业模式的科技和消费企业，减持红利板块，医药内部有所分化。4月8日-6月9日，国际中介主要加仓腾讯控股、小米集团-W、珍酒李渡、香港交易所和小鹏汽车-W，净流出美团-W、阿里巴巴-W、建设银行、中国海洋石油和中国神华。中资中介主要净流入阿里巴巴等科技股，减仓金融行业较多。4月8日-6月9日，中资中介主要加仓阿里巴巴-W、联想集团、美团-W、中芯国际和速腾聚创，净流出中信证券、珍酒李渡、香港交易所、腾讯控股和汇丰控股。香港本地中介同样以加仓阿里巴巴等科技股并减仓金融行业为主。4月8日-6月9日，香港本地中介主要加仓阿里巴巴-W、比亚迪股份、中芯国际、京东集团-SW和小米集团-W，净流出香港交易所、汇丰控股、腾讯控股、农业银行和中国移动。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175415904200302","authorId":"4175415904200302","name":"EricGo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4175415904200302","idStr":"4175415904200302"},"content":"确实，大数据统计都在华尔街那，等到散户都入场了，就开始收割了","text":"确实，大数据统计都在华尔街那，等到散户都入场了，就开始收割了","html":"确实，大数据统计都在华尔街那，等到散户都入场了，就开始收割了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444232689144632,"gmtCreate":1749476552645,"gmtModify":1749476556379,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"第一次发","listText":"第一次发","text":"第一次发","images":[{"img":"https://static.tigerbbs.com/2a5e936aaa34a2a2c974402e15220f99","width":"970","height":"1426"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444232689144632","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":415965784428824,"gmtCreate":1742562118092,"gmtModify":1742562120096,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"又涨了","listText":"又涨了","text":"又涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415965784428824","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415241665323440,"gmtCreate":1742396963314,"gmtModify":1742396965382,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"都卖出看涨期权了，那不就代表看跌吗？","listText":"都卖出看涨期权了，那不就代表看跌吗？","text":"都卖出看涨期权了，那不就代表看跌吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415241665323440","isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411792539214504,"gmtCreate":1741568469506,"gmtModify":1741568471468,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"申购四百中了四百","listText":"申购四百中了四百","text":"申购四百中了四百","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/411792539214504","repostId":"1143731974","repostType":2,"repost":{"id":"1143731974","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":1741566867,"share":"https://www.laohu8.com/m/news/1143731974?lang=zh_CN&edition=full","pubTime":"2025-03-10 08:34","market":"hk","language":"zh","title":"新股定价 | 赤峰黄金下限定价，公开发售接获9.53倍认购、一手中签率28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143731974","media":"老虎资讯综合","summary":"$赤峰黄金$公布招股结果，香港公开发售接获9.53倍认购，一手中签率28%，认购四手获稳派一手。国际配售录得3.67倍认购。发售价13.72港元，下限定价，集资净额26.76亿元。股份预期今日上市。赤峰黄金从事黄金的采、选和销售，拟全球发售2.06亿股，公开发售占约10%。赤峰黄金IPO招股引入2名基石投资者，合共认购约7.4487亿港元的发售股份，其中紫金矿业的全资子公司金山(香港)，认购4000万美元，招金矿业最终控制的斯派柯国际，认购人民币4亿元。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>(06693.HK)公布招股结果，香港公开发售接获9.53倍认购，一手(200股)中签率28%，认购四手获稳派一手。国际配售录得3.67倍认购。</p><p>发售价13.72港元，下限定价，集资净额26.76亿元。股份预期今日(10日)上市。</p><p>赤峰黄金从事黄金的采、选和销售，拟全球发售2.06亿股，公开发售占约10%。招股价介乎13.72-15.83元。</p><p>赤峰黄金IPO招股引入2名基石投资者，合共认购约7.4487亿港元的发售股份，其中紫金矿业(02899.HK，601899.SH)的全资子公司金山(香港)，认购4000万美元(约3.11亿港元)，招金矿业(01818.HK)最终控制的斯派柯国际，认购人民币4亿元(约4.34亿港元)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a9a5aa6b6a982e6ebdf2d3fc0a97f5d\" tg-width=\"442\" tg-height=\"580\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98f9456755c8748e00a31321e1fccbe7\" tg-width=\"430\" tg-height=\"654\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60d8e0ef1bef7e78bf5e6e24f044baf9\" tg-width=\"448\" tg-height=\"322\"/></p><p></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>新股定价 | 赤峰黄金下限定价，公开发售接获9.53倍认购、一手中签率28%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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新股定价 | 赤峰黄金下限定价，公开发售接获9.53倍认购、一手中签率28%\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 08:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>(06693.HK)公布招股结果，香港公开发售接获9.53倍认购，一手(200股)中签率28%，认购四手获稳派一手。国际配售录得3.67倍认购。</p><p>发售价13.72港元，下限定价，集资净额26.76亿元。股份预期今日(10日)上市。</p><p>赤峰黄金从事黄金的采、选和销售，拟全球发售2.06亿股，公开发售占约10%。招股价介乎13.72-15.83元。</p><p>赤峰黄金IPO招股引入2名基石投资者，合共认购约7.4487亿港元的发售股份，其中紫金矿业(02899.HK，601899.SH)的全资子公司金山(香港)，认购4000万美元(约3.11亿港元)，招金矿业(01818.HK)最终控制的斯派柯国际，认购人民币4亿元(约4.34亿港元)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a9a5aa6b6a982e6ebdf2d3fc0a97f5d\" tg-width=\"442\" tg-height=\"580\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98f9456755c8748e00a31321e1fccbe7\" tg-width=\"430\" tg-height=\"654\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60d8e0ef1bef7e78bf5e6e24f044baf9\" tg-width=\"448\" tg-height=\"322\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9bb62a18bba22e20ba76b167d015032b","relate_stocks":{"06693":"赤峰黄金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143731974","content_text":"赤峰黄金(06693.HK)公布招股结果，香港公开发售接获9.53倍认购，一手(200股)中签率28%，认购四手获稳派一手。国际配售录得3.67倍认购。发售价13.72港元，下限定价，集资净额26.76亿元。股份预期今日(10日)上市。赤峰黄金从事黄金的采、选和销售，拟全球发售2.06亿股，公开发售占约10%。招股价介乎13.72-15.83元。赤峰黄金IPO招股引入2名基石投资者，合共认购约7.4487亿港元的发售股份，其中紫金矿业(02899.HK，601899.SH)的全资子公司金山(香港)，认购4000万美元(约3.11亿港元)，招金矿业(01818.HK)最终控制的斯派柯国际，认购人民币4亿元(约4.34亿港元)。","news_type":1,"symbols_score_info":{"06693":1.1}},"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410935562277520,"gmtCreate":1741359171661,"gmtModify":1741359172726,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多富时中国ETF-Direxion(YINN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410935562277520","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396071557791856,"gmtCreate":1737719469309,"gmtModify":1737719470467,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","listText":"<a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","text":"$Twilio Inc(TWLO)$ 看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396071557791856","isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395297842180480,"gmtCreate":1737518970515,"gmtModify":1737520509210,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看好苹果！你去体验一下就知道","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看好苹果！你去体验一下就知道","text":"$苹果(AAPL)$ 看好苹果！你去体验一下就知道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395297842180480","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394732456366528,"gmtCreate":1737412257484,"gmtModify":1737423593619,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2501(CNmain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2501(CNmain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$A50指数主连 2501(CNmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394732456366528","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382818336350592,"gmtCreate":1734496863492,"gmtModify":1734500509843,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连 2412(HSImain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连 2412(HSImain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$恒生指数主连 2412(HSImain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382818336350592","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382141819920568,"gmtCreate":1734327290059,"gmtModify":1734327557659,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"少管人家的闲事，有本事叫你的使劲涨！","listText":"少管人家的闲事，有本事叫你的使劲涨！","text":"少管人家的闲事，有本事叫你的使劲涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382141819920568","repostId":"2491684299","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":446230393369424,"gmtCreate":1749948744984,"gmtModify":1749948746684,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"你看到后你再跟风就是韭菜","listText":"你看到后你再跟风就是韭菜","text":"你看到后你再跟风就是韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/446230393369424","repostId":"2543715669","repostType":2,"repost":{"id":"2543715669","kind":"highlight","pubTimestamp":1749940200,"share":"https://www.laohu8.com/m/news/2543715669?lang=zh_CN&edition=full","pubTime":"2025-06-15 06:30","market":"hk","language":"zh","title":"港股新消费和创新药行情持续火热，谁是其背后的加仓主力？","url":"https://stock-news.laohu8.com/highlight/detail?id=2543715669","media":"尧望后势","summary":"近期港股新消费和创新药板块行情火热，那么谁是其背后的加仓主力？内外资流入节奏有何异同？除了创新药和新消费之外，资金还青睐哪些方向？","content":"<html><head></head><body><blockquote><p style=\"text-align: justify;\"><strong>引言：</strong>近期港股新消费和创新药板块行情火热，那么谁是其背后的加仓主力？内外资流入节奏有何异同？除了创新药和新消费之外，资金还青睐哪些方向？详见报告。</p></blockquote><p style=\"text-align: justify;\"><strong>一、谁在买港股新消费和创新药？</strong></p><p style=\"text-align: justify;\"><strong>近两个月内，港股新消费和创新药板块领跑港股，显著跑赢一季度占优的互联网科技板块。</strong>4月7日-6月11日，港股创新药和新消费板块上涨超55%，远超同期的互联网龙头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4a7aaf72a2750de442ed09457303ce6\" title=\"\" tg-width=\"604\" tg-height=\"501\"/></p><p style=\"text-align: justify;\"><strong>按照托管机构拆分来看，南下资金是做多港股新消费和创新药的主力资金。</strong>4月8日-6月9日，创新药板块中，港股通和中资中介净流入288.2亿港元、11.7亿港元，国际中介和香港本地中介减仓226.4亿港元、11.3亿港元；新消费板块中，南下资金和香港本地中介加仓63.7亿港元、4.9亿港元，国际中介和中资中介净流出6.4亿港元、43.9亿港元。全年来看，南下资金分别加仓创新药和新消费板块551.4亿港元、183.25亿港元，是最重要的增量资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1046acbdbfa3994d53c3e6315c63bcb9\" title=\"\" tg-width=\"607\" tg-height=\"499\"/></p><p style=\"text-align: justify;\"><strong>行情节奏方面，外资今年两次率先在新消费板块的行情左侧开始加仓，并选择在快速上涨时期兑现浮盈，而南下资金则主要是右侧做趋势投资。</strong>2月20日-3月7日，新消费板块上涨20.3%，期间国际中介净流入36.1亿港元，而港股通小幅减仓，3月8日-4月2日，随着新消费加速上涨，南下资金持续加仓78.1亿元，而外资开始获利了结；4月25日-5月16日，尽管行情较为平淡，但外资大幅加仓超80亿港元，同期港股通小幅净流出，5月17日-6月9日，新消费板块再度上涨24.6%，期间南下资金加速流入26.6亿港元，国际中介则转为减仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c399353717002fcebde2be862477940\" title=\"\" tg-width=\"609\" tg-height=\"499\"/></p><p style=\"text-align: justify;\"><strong>2月中旬以来，南下资金开始稳定持续增持创新药，外资曾在2月底-3月中的港股情绪最“亢奋”阶段与其形成共振，但后续则转为持续流出。</strong>2月17日以来，港股通开始加速净流入（截至6月9日累计加仓超520亿港元），支撑创新药板块持续上涨。与之相对的是，2月27日-3月14日，国际中介净流入超百亿港元，但后续则减仓超300亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2528e40e3cd465faee316ef6a15b6f44\" title=\"\" tg-width=\"607\" tg-height=\"500\"/></p><p style=\"text-align: justify;\"><strong>二、不仅仅是创新药和新消费，南下资金是港股整体的“定海神针”</strong></p><p style=\"text-align: justify;\"><strong>根据港股托管机构拆分来看，南下资金是近期也是今年以来推动港股行情的主力资金。4月8日至6月9日，港股通累计净流入1514.5亿港元，而同期国际中介、中资中介和香港本地中介分别减仓847.2亿港元、180.4亿港元、84.2亿港元。全年来看，截至6月9日，港股通累计已净流入超6600亿港元，远超其他三类托管机构。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9a5cff79d7c27950e2ab85815df9559\" title=\"\" tg-width=\"606\" tg-height=\"449\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a32bdacf57541a79846f44c6d5ad2038\" title=\"\" tg-width=\"611\" tg-height=\"454\"/></p><p><strong>而从国际中介的视角来看，近两个月中外资或延续了年初至今的流出趋势。一方面，对冲基金或于4月底至5月中阶段性有所回流，但持续低位的Hibor利率驱动灵活资金以套息交易的方式转为加仓美元资产。另一方面，根据EPFR数据，以海外主动权益基金为代表的长线资金依然延续流出。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e92ec57dfa12573871bafea22fdda99\" title=\"\" tg-width=\"609\" tg-height=\"427\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/487d9d12cb712fc4dc941afb7e81c3df\" title=\"\" tg-width=\"609\" tg-height=\"429\"/></p><p><strong>三、新药和新消费，近期资金还青睐哪些方向？</strong></p><p style=\"text-align: justify;\"><strong>行业层面上，互联网、汽车、新消费和创新药是近期资金加仓的主要方向，而金融和能源等红利板块遭减持较多。根据测算，4月8日至6月9日，资金主要加仓软件服务、药品及生物科技、汽车、专业零售（阿里巴巴+美团）和工业工程等板块，净流出银行、其他金融、石油及天然气、保险和一般金属及矿石等行业较多。</strong></p><p style=\"text-align: justify;\"><strong>分机构类型来看，南下资金净流入创新药、专业零售、电讯、银行和石油及天然气等板块，减持软件服务和资讯科技器材较多；国际中介青睐软件服务和资讯科技器材，显著减仓银行、创新药和专业零售；中资中介和香港本地中介主要加仓专业零售、资讯科技器材、汽车和半导体，净流出红利板块较多。</strong></p><p style=\"text-align: justify;\"><strong>值得注意的是，南下资港股通在软件服务、资讯科技器材和红利板块上与其他类三类机构存在较大的分歧，仅在专业零售行业上与中资中介和香港本地中介形成共识。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20fd43d107aed4c63892f91ba59e1575\" title=\"\" tg-width=\"606\" tg-height=\"435\"/></p><p style=\"text-align: justify;\"><strong>个股层面上，从四类机构净流入前十的个股来看：</strong></p><p style=\"text-align: justify;\"><strong>南下资金延续“哑铃型”配置思路。4月8日-6月9日，港股通主要加仓美团-W、建设银行、阿里巴巴-W、中国银行和招商银行，净流出腾讯控股、小米集团-W、中芯国际、中国财险和华润啤酒较多。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d687059dbfa3ad3b9670ebd124c2625a\" title=\"\" tg-width=\"846\" tg-height=\"474\"/></p><p style=\"text-align: justify;\"><strong>外资显著青睐具有特色商业模式的科技和消费企业，减持红利板块，医药内部有所分化。4月8日-6月9日，国际中介主要加仓腾讯控股、小米集团-W、珍酒李渡、香港交易所和小鹏汽车-W，净流出美团-W、阿里巴巴-W、建设银行、中国海洋石油和中国神华。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8374b115b1b1125fca9af78f4bc3c12\" title=\"\" tg-width=\"846\" tg-height=\"447\"/></p><p style=\"text-align: justify;\"><strong>中资中介主要净流入阿里巴巴等科技股，减仓金融行业较多。4月8日-6月9日，中资中介主要加仓阿里巴巴-W、联想集团、美团-W、中芯国际和速腾聚创，净流出中信证券、珍酒李渡、香港交易所、腾讯控股和汇丰控股。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08a1843991563081c82ac986149c9918\" title=\"\" tg-width=\"845\" tg-height=\"457\"/></p><p style=\"text-align: justify;\"><strong>香港本地中介同样以加仓阿里巴巴等科技股并减仓金融行业为主。4月8日-6月9日，香港本地中介主要加仓阿里巴巴-W、比亚迪股份、中芯国际、京东集团-SW和小米集团-W，净流出香港交易所、汇丰控股、腾讯控股、农业银行和中国移动。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/739bc652adb05b70c8be3ecc757cd0a1\" title=\"\" tg-width=\"845\" tg-height=\"464\"/></p></body></html>","source":"ywhs","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>港股新消费和创新药行情持续火热，谁是其背后的加仓主力？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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港股新消费和创新药行情持续火热，谁是其背后的加仓主力？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-15 06:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/hPxA6PbP_b7KS8k7l-bQMA><strong>尧望后势</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>引言：近期港股新消费和创新药板块行情火热，那么谁是其背后的加仓主力？内外资流入节奏有何异同？除了创新药和新消费之外，资金还青睐哪些方向？详见报告。一、谁在买港股新消费和创新药？近两个月内，港股新消费和创新药板块领跑港股，显著跑赢一季度占优的互联网科技板块。4月7日-6月11日，港股创新药和新消费板块上涨超55%，远超同期的互联网龙头。按照托管机构拆分来看，南下资金是做多港股新消费和创新药的主力资金...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/hPxA6PbP_b7KS8k7l-bQMA\">网页链接</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":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/hPxA6PbP_b7KS8k7l-bQMA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543715669","content_text":"引言：近期港股新消费和创新药板块行情火热，那么谁是其背后的加仓主力？内外资流入节奏有何异同？除了创新药和新消费之外，资金还青睐哪些方向？详见报告。一、谁在买港股新消费和创新药？近两个月内，港股新消费和创新药板块领跑港股，显著跑赢一季度占优的互联网科技板块。4月7日-6月11日，港股创新药和新消费板块上涨超55%，远超同期的互联网龙头。按照托管机构拆分来看，南下资金是做多港股新消费和创新药的主力资金。4月8日-6月9日，创新药板块中，港股通和中资中介净流入288.2亿港元、11.7亿港元，国际中介和香港本地中介减仓226.4亿港元、11.3亿港元；新消费板块中，南下资金和香港本地中介加仓63.7亿港元、4.9亿港元，国际中介和中资中介净流出6.4亿港元、43.9亿港元。全年来看，南下资金分别加仓创新药和新消费板块551.4亿港元、183.25亿港元，是最重要的增量资金。行情节奏方面，外资今年两次率先在新消费板块的行情左侧开始加仓，并选择在快速上涨时期兑现浮盈，而南下资金则主要是右侧做趋势投资。2月20日-3月7日，新消费板块上涨20.3%，期间国际中介净流入36.1亿港元，而港股通小幅减仓，3月8日-4月2日，随着新消费加速上涨，南下资金持续加仓78.1亿元，而外资开始获利了结；4月25日-5月16日，尽管行情较为平淡，但外资大幅加仓超80亿港元，同期港股通小幅净流出，5月17日-6月9日，新消费板块再度上涨24.6%，期间南下资金加速流入26.6亿港元，国际中介则转为减仓。2月中旬以来，南下资金开始稳定持续增持创新药，外资曾在2月底-3月中的港股情绪最“亢奋”阶段与其形成共振，但后续则转为持续流出。2月17日以来，港股通开始加速净流入（截至6月9日累计加仓超520亿港元），支撑创新药板块持续上涨。与之相对的是，2月27日-3月14日，国际中介净流入超百亿港元，但后续则减仓超300亿元。二、不仅仅是创新药和新消费，南下资金是港股整体的“定海神针”根据港股托管机构拆分来看，南下资金是近期也是今年以来推动港股行情的主力资金。4月8日至6月9日，港股通累计净流入1514.5亿港元，而同期国际中介、中资中介和香港本地中介分别减仓847.2亿港元、180.4亿港元、84.2亿港元。全年来看，截至6月9日，港股通累计已净流入超6600亿港元，远超其他三类托管机构。而从国际中介的视角来看，近两个月中外资或延续了年初至今的流出趋势。一方面，对冲基金或于4月底至5月中阶段性有所回流，但持续低位的Hibor利率驱动灵活资金以套息交易的方式转为加仓美元资产。另一方面，根据EPFR数据，以海外主动权益基金为代表的长线资金依然延续流出。三、新药和新消费，近期资金还青睐哪些方向？行业层面上，互联网、汽车、新消费和创新药是近期资金加仓的主要方向，而金融和能源等红利板块遭减持较多。根据测算，4月8日至6月9日，资金主要加仓软件服务、药品及生物科技、汽车、专业零售（阿里巴巴+美团）和工业工程等板块，净流出银行、其他金融、石油及天然气、保险和一般金属及矿石等行业较多。分机构类型来看，南下资金净流入创新药、专业零售、电讯、银行和石油及天然气等板块，减持软件服务和资讯科技器材较多；国际中介青睐软件服务和资讯科技器材，显著减仓银行、创新药和专业零售；中资中介和香港本地中介主要加仓专业零售、资讯科技器材、汽车和半导体，净流出红利板块较多。值得注意的是，南下资港股通在软件服务、资讯科技器材和红利板块上与其他类三类机构存在较大的分歧，仅在专业零售行业上与中资中介和香港本地中介形成共识。个股层面上，从四类机构净流入前十的个股来看：南下资金延续“哑铃型”配置思路。4月8日-6月9日，港股通主要加仓美团-W、建设银行、阿里巴巴-W、中国银行和招商银行，净流出腾讯控股、小米集团-W、中芯国际、中国财险和华润啤酒较多。外资显著青睐具有特色商业模式的科技和消费企业，减持红利板块，医药内部有所分化。4月8日-6月9日，国际中介主要加仓腾讯控股、小米集团-W、珍酒李渡、香港交易所和小鹏汽车-W，净流出美团-W、阿里巴巴-W、建设银行、中国海洋石油和中国神华。中资中介主要净流入阿里巴巴等科技股，减仓金融行业较多。4月8日-6月9日，中资中介主要加仓阿里巴巴-W、联想集团、美团-W、中芯国际和速腾聚创，净流出中信证券、珍酒李渡、香港交易所、腾讯控股和汇丰控股。香港本地中介同样以加仓阿里巴巴等科技股并减仓金融行业为主。4月8日-6月9日，香港本地中介主要加仓阿里巴巴-W、比亚迪股份、中芯国际、京东集团-SW和小米集团-W，净流出香港交易所、汇丰控股、腾讯控股、农业银行和中国移动。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175415904200302","authorId":"4175415904200302","name":"EricGo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4175415904200302","idStr":"4175415904200302"},"content":"确实，大数据统计都在华尔街那，等到散户都入场了，就开始收割了","text":"确实，大数据统计都在华尔街那，等到散户都入场了，就开始收割了","html":"确实，大数据统计都在华尔街那，等到散户都入场了，就开始收割了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411792539214504,"gmtCreate":1741568469506,"gmtModify":1741568471468,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"申购四百中了四百","listText":"申购四百中了四百","text":"申购四百中了四百","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/411792539214504","repostId":"1143731974","repostType":2,"repost":{"id":"1143731974","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":1741566867,"share":"https://www.laohu8.com/m/news/1143731974?lang=zh_CN&edition=full","pubTime":"2025-03-10 08:34","market":"hk","language":"zh","title":"新股定价 | 赤峰黄金下限定价，公开发售接获9.53倍认购、一手中签率28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143731974","media":"老虎资讯综合","summary":"$赤峰黄金$公布招股结果，香港公开发售接获9.53倍认购，一手中签率28%，认购四手获稳派一手。国际配售录得3.67倍认购。发售价13.72港元，下限定价，集资净额26.76亿元。股份预期今日上市。赤峰黄金从事黄金的采、选和销售，拟全球发售2.06亿股，公开发售占约10%。赤峰黄金IPO招股引入2名基石投资者，合共认购约7.4487亿港元的发售股份，其中紫金矿业的全资子公司金山(香港)，认购4000万美元，招金矿业最终控制的斯派柯国际，认购人民币4亿元。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>(06693.HK)公布招股结果，香港公开发售接获9.53倍认购，一手(200股)中签率28%，认购四手获稳派一手。国际配售录得3.67倍认购。</p><p>发售价13.72港元，下限定价，集资净额26.76亿元。股份预期今日(10日)上市。</p><p>赤峰黄金从事黄金的采、选和销售，拟全球发售2.06亿股，公开发售占约10%。招股价介乎13.72-15.83元。</p><p>赤峰黄金IPO招股引入2名基石投资者，合共认购约7.4487亿港元的发售股份，其中紫金矿业(02899.HK，601899.SH)的全资子公司金山(香港)，认购4000万美元(约3.11亿港元)，招金矿业(01818.HK)最终控制的斯派柯国际，认购人民币4亿元(约4.34亿港元)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a9a5aa6b6a982e6ebdf2d3fc0a97f5d\" tg-width=\"442\" tg-height=\"580\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98f9456755c8748e00a31321e1fccbe7\" tg-width=\"430\" tg-height=\"654\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60d8e0ef1bef7e78bf5e6e24f044baf9\" tg-width=\"448\" tg-height=\"322\"/></p><p></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>新股定价 | 赤峰黄金下限定价，公开发售接获9.53倍认购、一手中签率28%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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新股定价 | 赤峰黄金下限定价，公开发售接获9.53倍认购、一手中签率28%\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 08:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>(06693.HK)公布招股结果，香港公开发售接获9.53倍认购，一手(200股)中签率28%，认购四手获稳派一手。国际配售录得3.67倍认购。</p><p>发售价13.72港元，下限定价，集资净额26.76亿元。股份预期今日(10日)上市。</p><p>赤峰黄金从事黄金的采、选和销售，拟全球发售2.06亿股，公开发售占约10%。招股价介乎13.72-15.83元。</p><p>赤峰黄金IPO招股引入2名基石投资者，合共认购约7.4487亿港元的发售股份，其中紫金矿业(02899.HK，601899.SH)的全资子公司金山(香港)，认购4000万美元(约3.11亿港元)，招金矿业(01818.HK)最终控制的斯派柯国际，认购人民币4亿元(约4.34亿港元)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a9a5aa6b6a982e6ebdf2d3fc0a97f5d\" tg-width=\"442\" tg-height=\"580\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98f9456755c8748e00a31321e1fccbe7\" tg-width=\"430\" tg-height=\"654\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60d8e0ef1bef7e78bf5e6e24f044baf9\" tg-width=\"448\" tg-height=\"322\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9bb62a18bba22e20ba76b167d015032b","relate_stocks":{"06693":"赤峰黄金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143731974","content_text":"赤峰黄金(06693.HK)公布招股结果，香港公开发售接获9.53倍认购，一手(200股)中签率28%，认购四手获稳派一手。国际配售录得3.67倍认购。发售价13.72港元，下限定价，集资净额26.76亿元。股份预期今日(10日)上市。赤峰黄金从事黄金的采、选和销售，拟全球发售2.06亿股，公开发售占约10%。招股价介乎13.72-15.83元。赤峰黄金IPO招股引入2名基石投资者，合共认购约7.4487亿港元的发售股份，其中紫金矿业(02899.HK，601899.SH)的全资子公司金山(香港)，认购4000万美元(约3.11亿港元)，招金矿业(01818.HK)最终控制的斯派柯国际，认购人民币4亿元(约4.34亿港元)。","news_type":1,"symbols_score_info":{"06693":1.1}},"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482737745482264,"gmtCreate":1758885009520,"gmtModify":1758885011985,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 试试运气","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 试试运气","text":"$英特尔(INTC)$ 试试运气","images":[{"img":"https://static.tigerbbs.com/62cffd95460904ab2b9fa1f3c7febcd5","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482737745482264","isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":444232689144632,"gmtCreate":1749476552645,"gmtModify":1749476556379,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"第一次发","listText":"第一次发","text":"第一次发","images":[{"img":"https://static.tigerbbs.com/2a5e936aaa34a2a2c974402e15220f99","width":"970","height":"1426"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444232689144632","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":415965784428824,"gmtCreate":1742562118092,"gmtModify":1742562120096,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"又涨了","listText":"又涨了","text":"又涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415965784428824","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415241665323440,"gmtCreate":1742396963314,"gmtModify":1742396965382,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"都卖出看涨期权了，那不就代表看跌吗？","listText":"都卖出看涨期权了，那不就代表看跌吗？","text":"都卖出看涨期权了，那不就代表看跌吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415241665323440","isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410935562277520,"gmtCreate":1741359171661,"gmtModify":1741359172726,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多富时中国ETF-Direxion(YINN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410935562277520","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396071557791856,"gmtCreate":1737719469309,"gmtModify":1737719470467,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","listText":"<a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","text":"$Twilio Inc(TWLO)$ 看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396071557791856","isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395297842180480,"gmtCreate":1737518970515,"gmtModify":1737520509210,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看好苹果！你去体验一下就知道","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看好苹果！你去体验一下就知道","text":"$苹果(AAPL)$ 看好苹果！你去体验一下就知道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395297842180480","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394732456366528,"gmtCreate":1737412257484,"gmtModify":1737423593619,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2501(CNmain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2501(CNmain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$A50指数主连 2501(CNmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394732456366528","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382818336350592,"gmtCreate":1734496863492,"gmtModify":1734500509843,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连 2412(HSImain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连 2412(HSImain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$恒生指数主连 2412(HSImain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382818336350592","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382141819920568,"gmtCreate":1734327290059,"gmtModify":1734327557659,"author":{"id":"3483409061409687","authorId":"3483409061409687","name":"我爱巧克力","avatar":"https://static.tigerbbs.com/f7d2c5dcb5a7b9ea91a547759369c042","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483409061409687","idStr":"3483409061409687"},"themes":[],"htmlText":"少管人家的闲事，有本事叫你的使劲涨！","listText":"少管人家的闲事，有本事叫你的使劲涨！","text":"少管人家的闲事，有本事叫你的使劲涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382141819920568","repostId":"2491684299","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}