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上上下下左左右右前前后后
个人简介:战斗力指数爆表高达 10000
IP属地:北京
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上上下下左左右右前前后后
05-14 18:34
已阅
腾讯Q1营收1595亿,净利润419亿,年内回购有望超千亿港元
上上下下左左右右前前后后
05-13 21:42
$游戏驿站(GME)$
彻底疯狂ಥ_ಥ
上上下下左左右右前前后后
05-08
$小米集团-W(01810)$
一路买买买
上上下下左左右右前前后后
05-08
$MIU.HK 20240530 18.00 CALL$
sc 的价格设的不够高,不知道小米这么猛
上上下下左左右右前前后后
05-07
$苹果(AAPL)$
拉了[捂脸]
上上下下左左右右前前后后
05-07
我觉得理想可以的,销量拉开差距,已经有规模效应了,而且年初经历过 mega 风波,L6 的销量还能稳住。说明消费者对理想电车认可度不错,买账,反而是随着小米 su7 上市,蔚小理里的小鹏长期来看可能慢慢不行,市场规模资金跟不上节奏早晚被拉开差距,拖死
上上下下左左右右前前后后
05-03
牛的
@不想赚1亿USD:
$苹果(AAPL)$
美股,交易账号三个月内翻一倍应该是可以的吧!
上上下下左左右右前前后后
05-03
$恒生科技指数(HSTECH)$
到此为止吧,🔚吧
上上下下左左右右前前后后
05-02
竞猜赢虎币 ,寻找实盘收益王
查看详情:
竞猜赢虎币 ,寻找实盘收益王
快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户
竞猜赢虎币 ,寻找实盘收益王
上上下下左左右右前前后后
05-02
牛来了吗
港股5月开局“狂飙”!恒指收复18000关口,4月妖股再爆拉30%助攻
上上下下左左右右前前后后
04-30
怪不得房地产反抽了下,原来都接限购
北京市发布关于优化调整本市住房限购政策的通知
上上下下左左右右前前后后
04-30
拉的太快了
@MWMWMWMWMW:I closed 1 lot(s)
$TSLA 20240510 180.0 CALL$
,Rolling the covered call to a higher strike price at a later date
上上下下左左右右前前后后
04-30
$特斯拉(TSLA)$
就这样突然,139 直接就干到快 200[捂脸]
上上下下左左右右前前后后
04-30
大家节日快乐,美股继续哒哒哒
上上下下左左右右前前后后
04-25
涨完就开始高位买
赚钱效应扩散!腾讯3天大涨13%,QDII基金卖美股抢港股
上上下下左左右右前前后后
04-24
$苹果(AAPL)$
$苹果(AAPL)$
加油,看到 180
上上下下左左右右前前后后
04-24
喊我接盘吗,我恒生三连涨已经清仓了
中国股市即将崛起:高盛喊A股有望升40%,瑞银建议增持港股
上上下下左左右右前前后后
04-22
$特斯拉(TSLA)$
下来吧,拉狗🐶
上上下下左左右右前前后后
04-22
$特斯拉(TSLA)$
120 入场嘛
上上下下左左右右前前后后
04-19
$MIU.HK 20240429 17.50 CALL$
好熟数字 888 大家一起发发发
去老虎APP查看更多动态
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16:32","market":"hk","language":"zh","title":"腾讯Q1营收1595亿,净利润419亿,年内回购有望超千亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1110724088","media":"老虎资讯综合","summary":"有望在2024年回购超过1,000亿港元的股份。","content":"<html><head></head><body><p>5月14日周二,腾讯控股ADR盘初涨超5%,腾讯今日发布了2024年第一季度财务报告。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4c595d065fd68fc3812de229a7d7c17\" tg-width=\"560\" tg-height=\"240\"/></p><ul style=\"\"><li><p><strong>一季度营收1,595亿元人民币,同比增长6%,环比增长3%,市场预估1,588.1亿元。</strong></p></li><li><p><strong>一季度净利润419亿元人民币,同比增长62%,环比增长55%,市场预估345亿元。</strong></p></li><li><p style=\"text-align: start;\">一季度调整后净利润502.7亿元人民币,市场预估430亿元。</p></li><li><p>一季度营业利润525.6亿元人民币,市场预估452.8亿元。</p></li></ul><p style=\"text-align: start;\"><strong>有望在2024年回购超过1,000亿港元的股份。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10d1f6f2f5d1681572c979f3bcb987e7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6316f8bc32d9c5c1dd0866f3d44e9a45\" title=\"\" tg-width=\"924\" tg-height=\"616\"/></p><h3 id=\"id_2627774432\">业务分项</h3><ul style=\"\"><li><p>腾讯控股微信及WECHAT的月活跃帐户 13.6亿,市场预估13.5亿。</p></li><li><p style=\"text-align: start;\">第一季度收费增值服务付费会员数2.6亿,市场预估2.5亿。</p></li><li><p style=\"text-align: start;\">第一季度增值服务业务收入786.3亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度网络广告收入265.1亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度本土市场游戏收入345亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度国际市场游戏收入136亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度社交网络收入305亿元人民币,市场预估304.7亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度销售费用75.4亿元人民币,市场预估85.9亿元人民币。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bea152d7eb6e2b3a07c483d0170bdac1\" title=\"\" tg-width=\"960\" tg-height=\"356\"/></p><h3 id=\"id_239142324\">一季业务回顾</h3><p style=\"text-align: start;\">视频号总用户使用时长同比增长超80%。</p><p style=\"text-align: start;\">小程序总用户使用时长同比增长超20%。其中,非游戏类小程序的日均使用次数同比实现双位数百分比增长,小游戏流水同比增长30%。</p><p style=\"text-align: start;\">腾讯视频发布多部热门自制电视剧和动画系列,如《繁花》、《猎冰》及《完美世界第四季》,带动长视频付费会员数同比增长8%至1.16亿。</p><p style=\"text-align: start;\">腾讯音乐加强与腾讯视频的合作,发布热门剧集《与凤行》的原声带。音乐付费会员数同比增长20%至1.14亿。</p><p style=\"text-align: start;\">两款本土市场旗舰游戏《王者荣耀》及《和平精英》开始受益于新的商业化节奏和游戏内容设计的提升,在二零二四年三月的流水实现同比增长。</p><p style=\"text-align: start;\">《金铲铲之战》、《穿越火线手游》及《暗区突围》等多款本土市场游戏的流水于本季创下历史新高。</p><p style=\"text-align: start;\"> Supercell的游戏实现用户量与流水的增长;《荒野乱斗》在国际市场上的日活跃账户数超过去年同期的两倍,流水超过去年同期的四倍。</p><h3 id=\"id_1566985826\">高管解读</h3><p>董事会主席兼首席执行官马化腾表示:“二零二四年第一季,我们在本土市场和国际市场的数款头部游戏中的团队调整初见成效,游戏总流水实现增长,为未来几个季度游戏收入恢复增长打下基础。我们持续培育高质量的收入来源,包括微信视频号及搜一搜广告、小游戏平台服务费及视频号商家技术服务费,推动了我们的毛利和经营盈利增幅超过收入增幅。致力于将盈余资本回馈股东,我们加大回购力度,按计划执行二零二四年超千亿港元的股份回购,提升股息,同时致力于持续投资于AI技术、提升平台及生产高价值内容。”</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>腾讯Q1营收1595亿,净利润419亿,年内回购有望超千亿港元</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{ 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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腾讯Q1营收1595亿,净利润419亿,年内回购有望超千亿港元\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\">2024-05-14 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月14日周二,腾讯控股ADR盘初涨超5%,腾讯今日发布了2024年第一季度财务报告。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4c595d065fd68fc3812de229a7d7c17\" tg-width=\"560\" tg-height=\"240\"/></p><ul style=\"\"><li><p><strong>一季度营收1,595亿元人民币,同比增长6%,环比增长3%,市场预估1,588.1亿元。</strong></p></li><li><p><strong>一季度净利润419亿元人民币,同比增长62%,环比增长55%,市场预估345亿元。</strong></p></li><li><p style=\"text-align: start;\">一季度调整后净利润502.7亿元人民币,市场预估430亿元。</p></li><li><p>一季度营业利润525.6亿元人民币,市场预估452.8亿元。</p></li></ul><p style=\"text-align: start;\"><strong>有望在2024年回购超过1,000亿港元的股份。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10d1f6f2f5d1681572c979f3bcb987e7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6316f8bc32d9c5c1dd0866f3d44e9a45\" title=\"\" tg-width=\"924\" tg-height=\"616\"/></p><h3 id=\"id_2627774432\">业务分项</h3><ul style=\"\"><li><p>腾讯控股微信及WECHAT的月活跃帐户 13.6亿,市场预估13.5亿。</p></li><li><p style=\"text-align: start;\">第一季度收费增值服务付费会员数2.6亿,市场预估2.5亿。</p></li><li><p style=\"text-align: start;\">第一季度增值服务业务收入786.3亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度网络广告收入265.1亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度本土市场游戏收入345亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度国际市场游戏收入136亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度社交网络收入305亿元人民币,市场预估304.7亿元人民币。</p></li><li><p style=\"text-align: start;\">第一季度销售费用75.4亿元人民币,市场预估85.9亿元人民币。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bea152d7eb6e2b3a07c483d0170bdac1\" title=\"\" tg-width=\"960\" tg-height=\"356\"/></p><h3 id=\"id_239142324\">一季业务回顾</h3><p style=\"text-align: start;\">视频号总用户使用时长同比增长超80%。</p><p style=\"text-align: start;\">小程序总用户使用时长同比增长超20%。其中,非游戏类小程序的日均使用次数同比实现双位数百分比增长,小游戏流水同比增长30%。</p><p style=\"text-align: start;\">腾讯视频发布多部热门自制电视剧和动画系列,如《繁花》、《猎冰》及《完美世界第四季》,带动长视频付费会员数同比增长8%至1.16亿。</p><p style=\"text-align: start;\">腾讯音乐加强与腾讯视频的合作,发布热门剧集《与凤行》的原声带。音乐付费会员数同比增长20%至1.14亿。</p><p style=\"text-align: start;\">两款本土市场旗舰游戏《王者荣耀》及《和平精英》开始受益于新的商业化节奏和游戏内容设计的提升,在二零二四年三月的流水实现同比增长。</p><p style=\"text-align: start;\">《金铲铲之战》、《穿越火线手游》及《暗区突围》等多款本土市场游戏的流水于本季创下历史新高。</p><p style=\"text-align: start;\"> Supercell的游戏实现用户量与流水的增长;《荒野乱斗》在国际市场上的日活跃账户数超过去年同期的两倍,流水超过去年同期的四倍。</p><h3 id=\"id_1566985826\">高管解读</h3><p>董事会主席兼首席执行官马化腾表示:“二零二四年第一季,我们在本土市场和国际市场的数款头部游戏中的团队调整初见成效,游戏总流水实现增长,为未来几个季度游戏收入恢复增长打下基础。我们持续培育高质量的收入来源,包括微信视频号及搜一搜广告、小游戏平台服务费及视频号商家技术服务费,推动了我们的毛利和经营盈利增幅超过收入增幅。致力于将盈余资本回馈股东,我们加大回购力度,按计划执行二零二四年超千亿港元的股份回购,提升股息,同时致力于持续投资于AI技术、提升平台及生产高价值内容。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110724088","content_text":"5月14日周二,腾讯控股ADR盘初涨超5%,腾讯今日发布了2024年第一季度财务报告。一季度营收1,595亿元人民币,同比增长6%,环比增长3%,市场预估1,588.1亿元。一季度净利润419亿元人民币,同比增长62%,环比增长55%,市场预估345亿元。一季度调整后净利润502.7亿元人民币,市场预估430亿元。一季度营业利润525.6亿元人民币,市场预估452.8亿元。有望在2024年回购超过1,000亿港元的股份。业务分项腾讯控股微信及WECHAT的月活跃帐户 13.6亿,市场预估13.5亿。第一季度收费增值服务付费会员数2.6亿,市场预估2.5亿。第一季度增值服务业务收入786.3亿元人民币。第一季度网络广告收入265.1亿元人民币。第一季度本土市场游戏收入345亿元人民币。第一季度国际市场游戏收入136亿元人民币。第一季度社交网络收入305亿元人民币,市场预估304.7亿元人民币。第一季度销售费用75.4亿元人民币,市场预估85.9亿元人民币。一季业务回顾视频号总用户使用时长同比增长超80%。小程序总用户使用时长同比增长超20%。其中,非游戏类小程序的日均使用次数同比实现双位数百分比增长,小游戏流水同比增长30%。腾讯视频发布多部热门自制电视剧和动画系列,如《繁花》、《猎冰》及《完美世界第四季》,带动长视频付费会员数同比增长8%至1.16亿。腾讯音乐加强与腾讯视频的合作,发布热门剧集《与凤行》的原声带。音乐付费会员数同比增长20%至1.14亿。两款本土市场旗舰游戏《王者荣耀》及《和平精英》开始受益于新的商业化节奏和游戏内容设计的提升,在二零二四年三月的流水实现同比增长。《金铲铲之战》、《穿越火线手游》及《暗区突围》等多款本土市场游戏的流水于本季创下历史新高。 Supercell的游戏实现用户量与流水的增长;《荒野乱斗》在国际市场上的日活跃账户数超过去年同期的两倍,流水超过去年同期的四倍。高管解读董事会主席兼首席执行官马化腾表示:“二零二四年第一季,我们在本土市场和国际市场的数款头部游戏中的团队调整初见成效,游戏总流水实现增长,为未来几个季度游戏收入恢复增长打下基础。我们持续培育高质量的收入来源,包括微信视频号及搜一搜广告、小游戏平台服务费及视频号商家技术服务费,推动了我们的毛利和经营盈利增幅超过收入增幅。致力于将盈余资本回馈股东,我们加大回购力度,按计划执行二零二四年超千亿港元的股份回购,提升股息,同时致力于持续投资于AI技术、提升平台及生产高价值内容。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305452037578784,"gmtCreate":1715607759850,"gmtModify":1715607761350,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a> 彻底疯狂ಥ_ಥ","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a> 彻底疯狂ಥ_ಥ","text":"$游戏驿站(GME)$ 彻底疯狂ಥ_ಥ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305452037578784","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303609831964944,"gmtCreate":1715143888426,"gmtModify":1715143891605,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 一路买买买","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 一路买买买","text":"$小米集团-W(01810)$ 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美股,交易账号三个月内翻一倍应该是可以的吧!","images":[{"img":"https://static.tigerbbs.com/1531a5f857a068f1ef120e8c0e08fecc","width":"654","height":"873"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302042963353664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301850135519512,"gmtCreate":1714700092226,"gmtModify":1714700093427,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a> 到此为止吧,🔚吧","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a> 到此为止吧,🔚吧","text":"$恒生科技指数(HSTECH)$ 到此为止吧,🔚吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301850135519512","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301593227260016,"gmtCreate":1714637240858,"gmtModify":1714637333401,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"title":"竞猜赢虎币 ,寻找实盘收益王","htmlText":"查看详情:<a href=\"https://tigr.link/7CW0wY\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/7CW0wY\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情:竞猜赢虎币 ,寻找实盘收益王 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301593227260016","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":301580997869712,"gmtCreate":1714634256749,"gmtModify":1714634259374,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"牛来了吗","listText":"牛来了吗","text":"牛来了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301580997869712","repostId":"1173092024","repostType":2,"repost":{"id":"1173092024","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1714632680,"share":"https://www.laohu8.com/m/news/1173092024?lang=&edition=full","pubTime":"2024-05-02 14:51","market":"hk","language":"zh","title":"港股5月开局“狂飙”!恒指收复18000关口,4月妖股再爆拉30%助攻","url":"https://stock-news.laohu8.com/highlight/detail?id=1173092024","media":"格隆汇","summary":"5月2日,港股迎来5月首个交易日,三大股指继续大反攻!恒指从16200暴涨至18200,大涨近2000点,涨幅为12%!恒科指从3278暴涨至3870,大涨近600点,涨幅为18%!腾讯从303大涨至360,涨幅为20%!美团从95大涨至119,涨幅为25%!其中表现最亮眼当属商汤,大涨超31%,盘中创阶段新高。小米汽车首度交卷,首月实现交付超过7000辆。4月30日召开的中共中央政治局会议首次提及房地产市场的这一对关系。","content":"<html><head></head><body><blockquote><p>节后大A雄起!!</p></blockquote><p>5月2日,港股迎来5月首个交易日,三大股指继续大反攻!</p><p>截至发稿,恒生科技指数表现强劲,涨超4%,恒生指数、恒生国企指数涨超2%,其中,恒生指数已连续第八个交易日上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/739a2f24fb4202e234ba3a8413c9258f\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ac7cc339d1240add3f6cb86f3d25429\" tg-width=\"560\" tg-height=\"240\"/></p><p>回顾这波行情,可以说短短八个交易日,风云突变。</p><blockquote><p>恒指从16200暴涨至18200,大涨近2000点,涨幅为12%!</p><p>恒科指从3278暴涨至3870,大涨近600点,<strong>涨幅为18%!</strong></p><p>腾讯从303大涨至360,涨幅为20%!</p><p>美团从95大涨至119,涨幅为25%!</p><p>快手从44大涨到59,<strong>涨幅为34%!</strong></p></blockquote><p>拉长时间看,收官的4月行情,成绩依然亮眼,恒指月度累计涨幅超过11%。</p><p><strong>盘面表现</strong></p><p>科技网络股表现不俗,美团-W上涨逾8%,京东集团-SW涨超5%,腾讯控股上涨近4%,阿里巴巴-SW涨近3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5380965cf9aa6022ad0ca29ef4091cd9\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>其中表现最亮眼当属商汤,大涨超31%,盘中创阶段新高</strong>。4月24日至今的6个交易日内,商汤-W股价涨幅逾150%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c926e2f818f2227c93e5cb2ff7e51c8f\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,日前在2024北京国际车展上,商汤旗下商汤绝影首次展示了面向量产的端到端自动驾驶解决方案UniAD的道路测试表现,同时还带来了以多模态场景大脑为核心的AI大模型座舱产品矩阵以及全新座舱3D交互演示。</p><p>受益于4月新车交付数据亮眼,汽车股集体走强,蔚来涨超21%,小鹏汽车、零跑等造车新势力也出现强劲上涨行情。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e1190193a55fa1bfc047cf440e7ee28\" tg-width=\"560\" tg-height=\"240\"/></p><p>数据来看,蔚来4月交付15620辆汽车,同比增长134.6%,在各主要新能源车企中增幅领先。另外,比亚迪交付总量仍独占鳌头,销量达到31.32万辆,逐月攀升。小米汽车首度交卷,首月实现交付超过7000辆。而问界M9则在50万元级别赛道上开启了狂飙模式。分析人士认为,日前出台的《汽车以旧换新补贴实施细则》有望使得市场待购需求逐步释放。</p><p>内房板块可圈可点,万科企业涨超10%,龙湖集团涨近7%,越秀地产涨超8%,世茂集团涨近6%。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a56c8587c832726ad7a40f96b698ceb\" tg-width=\"560\" tg-height=\"240\"/></p><p>4月30日召开的中共中央政治局会议首次提及房地产市场的这一对关系。会议指出,要结合房地产市场供求关系的新变化、人民群众对优质住房的新期待,统筹研究消化存量房产和优化增量住房的政策措施,抓紧构建房地产发展新模式,促进房地产高质量发展。</p><p>生物科技股持续走强,康希诺生物涨近15%,药明康德涨近9%,康龙化成涨近7%,昭衍新药、药明生物、金斯瑞生物科技涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62b7e26bf59a57b755a4c34dcd0abcfb\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>机构怎么看?</strong></p><p>国君海外宏观研究分析师周浩看来,在昨夜美联储5月议息会议未能提供明确未来政策方向的背景下,<strong>市场焦点转向了港股市场。</strong>自4月以来,恒生指数的表现一直亮眼,显著超过美股,<strong>这不仅反映了市场对美国货币政策的重新评估,也体现了对中国经济表现的重新定价。</strong></p><p>同时,北京政府近期放宽了非核心区域的住房限购政策,这一举措激发了市场活力,港股和A股的房地产板块迎来了久违的上涨行情。</p><p>此外,随着五一黄金周的到来,投资者对假期出行数据表现出浓厚的兴趣,这进一步增强了市场对港股的信心。<strong>推动这一轮港股行情的主要力量是南下资金,而港股的强劲表现也吸引了海外资金的关注,使得市场对人民币短期内持正面看法。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ac4d333548c7178df1154e6d666aed9\" tg-width=\"679\" tg-height=\"298\"/></p><p>伴随着港股与日股等市场估值差距进一步拉大<strong>,也有部分机构预计,全球对冲基金可能抛售日股买入港股。</strong></p><p>尽管美股市场因宏观不确定性而表现出犹豫,但港股市场的活跃交易和投资者信心的增强,预示着它可能成为全球投资者关注的新焦点。<strong>同时,港股市场的动态也被视为中国经济活力的一个重要指标,其表现可能对全球市场情绪产生积极影响。</strong>在当前全球经济形势复杂多变的背景下,港股市场的稳健和增长潜力值得投资者密切关注。</p><p>当然也有不同声音指出,有机构人士认为,港股需要有长期资金的持续注入来维持市场动力,需警惕短期内的技术性回调风险。</p><p>行动上做出反应的,如摩根大通和贝莱德,在反弹期间减少了部分持股,这引发了市场对未来上涨持续性的担忧。</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>港股5月开局“狂飙”!恒指收复18000关口,4月妖股再爆拉30%助攻</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5月开局“狂飙”!恒指收复18000关口,4月妖股再爆拉30%助攻\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2024-05-02 14:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>节后大A雄起!!</p></blockquote><p>5月2日,港股迎来5月首个交易日,三大股指继续大反攻!</p><p>截至发稿,恒生科技指数表现强劲,涨超4%,恒生指数、恒生国企指数涨超2%,其中,恒生指数已连续第八个交易日上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/739a2f24fb4202e234ba3a8413c9258f\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ac7cc339d1240add3f6cb86f3d25429\" tg-width=\"560\" tg-height=\"240\"/></p><p>回顾这波行情,可以说短短八个交易日,风云突变。</p><blockquote><p>恒指从16200暴涨至18200,大涨近2000点,涨幅为12%!</p><p>恒科指从3278暴涨至3870,大涨近600点,<strong>涨幅为18%!</strong></p><p>腾讯从303大涨至360,涨幅为20%!</p><p>美团从95大涨至119,涨幅为25%!</p><p>快手从44大涨到59,<strong>涨幅为34%!</strong></p></blockquote><p>拉长时间看,收官的4月行情,成绩依然亮眼,恒指月度累计涨幅超过11%。</p><p><strong>盘面表现</strong></p><p>科技网络股表现不俗,美团-W上涨逾8%,京东集团-SW涨超5%,腾讯控股上涨近4%,阿里巴巴-SW涨近3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5380965cf9aa6022ad0ca29ef4091cd9\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>其中表现最亮眼当属商汤,大涨超31%,盘中创阶段新高</strong>。4月24日至今的6个交易日内,商汤-W股价涨幅逾150%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c926e2f818f2227c93e5cb2ff7e51c8f\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,日前在2024北京国际车展上,商汤旗下商汤绝影首次展示了面向量产的端到端自动驾驶解决方案UniAD的道路测试表现,同时还带来了以多模态场景大脑为核心的AI大模型座舱产品矩阵以及全新座舱3D交互演示。</p><p>受益于4月新车交付数据亮眼,汽车股集体走强,蔚来涨超21%,小鹏汽车、零跑等造车新势力也出现强劲上涨行情。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e1190193a55fa1bfc047cf440e7ee28\" tg-width=\"560\" tg-height=\"240\"/></p><p>数据来看,蔚来4月交付15620辆汽车,同比增长134.6%,在各主要新能源车企中增幅领先。另外,比亚迪交付总量仍独占鳌头,销量达到31.32万辆,逐月攀升。小米汽车首度交卷,首月实现交付超过7000辆。而问界M9则在50万元级别赛道上开启了狂飙模式。分析人士认为,日前出台的《汽车以旧换新补贴实施细则》有望使得市场待购需求逐步释放。</p><p>内房板块可圈可点,万科企业涨超10%,龙湖集团涨近7%,越秀地产涨超8%,世茂集团涨近6%。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a56c8587c832726ad7a40f96b698ceb\" tg-width=\"560\" tg-height=\"240\"/></p><p>4月30日召开的中共中央政治局会议首次提及房地产市场的这一对关系。会议指出,要结合房地产市场供求关系的新变化、人民群众对优质住房的新期待,统筹研究消化存量房产和优化增量住房的政策措施,抓紧构建房地产发展新模式,促进房地产高质量发展。</p><p>生物科技股持续走强,康希诺生物涨近15%,药明康德涨近9%,康龙化成涨近7%,昭衍新药、药明生物、金斯瑞生物科技涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62b7e26bf59a57b755a4c34dcd0abcfb\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>机构怎么看?</strong></p><p>国君海外宏观研究分析师周浩看来,在昨夜美联储5月议息会议未能提供明确未来政策方向的背景下,<strong>市场焦点转向了港股市场。</strong>自4月以来,恒生指数的表现一直亮眼,显著超过美股,<strong>这不仅反映了市场对美国货币政策的重新评估,也体现了对中国经济表现的重新定价。</strong></p><p>同时,北京政府近期放宽了非核心区域的住房限购政策,这一举措激发了市场活力,港股和A股的房地产板块迎来了久违的上涨行情。</p><p>此外,随着五一黄金周的到来,投资者对假期出行数据表现出浓厚的兴趣,这进一步增强了市场对港股的信心。<strong>推动这一轮港股行情的主要力量是南下资金,而港股的强劲表现也吸引了海外资金的关注,使得市场对人民币短期内持正面看法。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ac4d333548c7178df1154e6d666aed9\" tg-width=\"679\" tg-height=\"298\"/></p><p>伴随着港股与日股等市场估值差距进一步拉大<strong>,也有部分机构预计,全球对冲基金可能抛售日股买入港股。</strong></p><p>尽管美股市场因宏观不确定性而表现出犹豫,但港股市场的活跃交易和投资者信心的增强,预示着它可能成为全球投资者关注的新焦点。<strong>同时,港股市场的动态也被视为中国经济活力的一个重要指标,其表现可能对全球市场情绪产生积极影响。</strong>在当前全球经济形势复杂多变的背景下,港股市场的稳健和增长潜力值得投资者密切关注。</p><p>当然也有不同声音指出,有机构人士认为,港股需要有长期资金的持续注入来维持市场动力,需警惕短期内的技术性回调风险。</p><p>行动上做出反应的,如摩根大通和贝莱德,在反弹期间减少了部分持股,这引发了市场对未来上涨持续性的担忧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173092024","content_text":"节后大A雄起!!5月2日,港股迎来5月首个交易日,三大股指继续大反攻!截至发稿,恒生科技指数表现强劲,涨超4%,恒生指数、恒生国企指数涨超2%,其中,恒生指数已连续第八个交易日上涨。回顾这波行情,可以说短短八个交易日,风云突变。恒指从16200暴涨至18200,大涨近2000点,涨幅为12%!恒科指从3278暴涨至3870,大涨近600点,涨幅为18%!腾讯从303大涨至360,涨幅为20%!美团从95大涨至119,涨幅为25%!快手从44大涨到59,涨幅为34%!拉长时间看,收官的4月行情,成绩依然亮眼,恒指月度累计涨幅超过11%。盘面表现科技网络股表现不俗,美团-W上涨逾8%,京东集团-SW涨超5%,腾讯控股上涨近4%,阿里巴巴-SW涨近3%。其中表现最亮眼当属商汤,大涨超31%,盘中创阶段新高。4月24日至今的6个交易日内,商汤-W股价涨幅逾150%。消息面上,日前在2024北京国际车展上,商汤旗下商汤绝影首次展示了面向量产的端到端自动驾驶解决方案UniAD的道路测试表现,同时还带来了以多模态场景大脑为核心的AI大模型座舱产品矩阵以及全新座舱3D交互演示。受益于4月新车交付数据亮眼,汽车股集体走强,蔚来涨超21%,小鹏汽车、零跑等造车新势力也出现强劲上涨行情。数据来看,蔚来4月交付15620辆汽车,同比增长134.6%,在各主要新能源车企中增幅领先。另外,比亚迪交付总量仍独占鳌头,销量达到31.32万辆,逐月攀升。小米汽车首度交卷,首月实现交付超过7000辆。而问界M9则在50万元级别赛道上开启了狂飙模式。分析人士认为,日前出台的《汽车以旧换新补贴实施细则》有望使得市场待购需求逐步释放。内房板块可圈可点,万科企业涨超10%,龙湖集团涨近7%,越秀地产涨超8%,世茂集团涨近6%。 4月30日召开的中共中央政治局会议首次提及房地产市场的这一对关系。会议指出,要结合房地产市场供求关系的新变化、人民群众对优质住房的新期待,统筹研究消化存量房产和优化增量住房的政策措施,抓紧构建房地产发展新模式,促进房地产高质量发展。生物科技股持续走强,康希诺生物涨近15%,药明康德涨近9%,康龙化成涨近7%,昭衍新药、药明生物、金斯瑞生物科技涨超5%。机构怎么看?国君海外宏观研究分析师周浩看来,在昨夜美联储5月议息会议未能提供明确未来政策方向的背景下,市场焦点转向了港股市场。自4月以来,恒生指数的表现一直亮眼,显著超过美股,这不仅反映了市场对美国货币政策的重新评估,也体现了对中国经济表现的重新定价。同时,北京政府近期放宽了非核心区域的住房限购政策,这一举措激发了市场活力,港股和A股的房地产板块迎来了久违的上涨行情。此外,随着五一黄金周的到来,投资者对假期出行数据表现出浓厚的兴趣,这进一步增强了市场对港股的信心。推动这一轮港股行情的主要力量是南下资金,而港股的强劲表现也吸引了海外资金的关注,使得市场对人民币短期内持正面看法。伴随着港股与日股等市场估值差距进一步拉大,也有部分机构预计,全球对冲基金可能抛售日股买入港股。尽管美股市场因宏观不确定性而表现出犹豫,但港股市场的活跃交易和投资者信心的增强,预示着它可能成为全球投资者关注的新焦点。同时,港股市场的动态也被视为中国经济活力的一个重要指标,其表现可能对全球市场情绪产生积极影响。在当前全球经济形势复杂多变的背景下,港股市场的稳健和增长潜力值得投资者密切关注。当然也有不同声音指出,有机构人士认为,港股需要有长期资金的持续注入来维持市场动力,需警惕短期内的技术性回调风险。行动上做出反应的,如摩根大通和贝莱德,在反弹期间减少了部分持股,这引发了市场对未来上涨持续性的担忧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300944875868216,"gmtCreate":1714478952704,"gmtModify":1714478954637,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"怪不得房地产反抽了下,原来都接限购","listText":"怪不得房地产反抽了下,原来都接限购","text":"怪不得房地产反抽了下,原来都接限购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300944875868216","repostId":"1173740163","repostType":2,"repost":{"id":"1173740163","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":1714478746,"share":"https://www.laohu8.com/m/news/1173740163?lang=&edition=full","pubTime":"2024-04-30 20:05","market":"sh","language":"zh","title":"北京市发布关于优化调整本市住房限购政策的通知","url":"https://stock-news.laohu8.com/highlight/detail?id=1173740163","media":"老虎资讯综合","summary":"4月30日讯,自本通知印发次日起,在执行现有住房限购政策的基础上,允许符合条件的家庭(含夫妻双方及未成年子女)或成年单身人士,在五环外新购买1套商品住房(包括新建商品住房和二手住房)。","content":"<html><head></head><body><p>4月30日,北京发布关于优化调整本市住房限购政策的通知。自本通知印发次日起,在执行现有住房限购政策的基础上,允许符合条件的家庭(含夫妻双方及未成年子女)或成年单身人士,在五环外新购买1套商品住房(包括新建商品住房和二手住房)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1596688a8c0d5084f465a211097dcd86\" title=\"\" tg-width=\"1864\" tg-height=\"856\"/></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>北京市发布关于优化调整本市住房限购政策的通知</title>\n<style 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20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月30日,北京发布关于优化调整本市住房限购政策的通知。自本通知印发次日起,在执行现有住房限购政策的基础上,允许符合条件的家庭(含夫妻双方及未成年子女)或成年单身人士,在五环外新购买1套商品住房(包括新建商品住房和二手住房)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1596688a8c0d5084f465a211097dcd86\" title=\"\" tg-width=\"1864\" tg-height=\"856\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa2149ef8a80f77e2806ac3e2644925","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173740163","content_text":"4月30日,北京发布关于优化调整本市住房限购政策的通知。自本通知印发次日起,在执行现有住房限购政策的基础上,允许符合条件的家庭(含夫妻双方及未成年子女)或成年单身人士,在五环外新购买1套商品住房(包括新建商品住房和二手住房)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300873771118840,"gmtCreate":1714461596421,"gmtModify":1714461598322,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"拉的太快了","listText":"拉的太快了","text":"拉的太快了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300873771118840","repostId":"300757653860472","repostType":1,"repost":{"id":300757653860472,"gmtCreate":1714446582388,"gmtModify":1714446608283,"author":{"id":"4134572153942902","authorId":"4134572153942902","name":"MWMWMWMWMW","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I closed 1 lot(s) <a href=\"https://laohu8.com/OPT/TSLA 20240510 180.0 CALL\">$TSLA 20240510 180.0 CALL$ </a> ,Rolling the covered call to a higher strike price at a later date","listText":"I closed 1 lot(s) <a href=\"https://laohu8.com/OPT/TSLA 20240510 180.0 CALL\">$TSLA 20240510 180.0 CALL$ </a> ,Rolling the covered call to a higher strike price at a later date","text":"I closed 1 lot(s) $TSLA 20240510 180.0 CALL$ ,Rolling the covered call to a higher strike price at a later 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200[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300873484873872","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300873278013552,"gmtCreate":1714461471999,"gmtModify":1714461477213,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"大家节日快乐,美股继续哒哒哒","listText":"大家节日快乐,美股继续哒哒哒","text":"大家节日快乐,美股继续哒哒哒","images":[{"img":"https://static.tigerbbs.com/155ac10a26da79c179cddb724d77d6c6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300873278013552","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":299053957640432,"gmtCreate":1714021975374,"gmtModify":1714021977254,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"涨完就开始高位买","listText":"涨完就开始高位买","text":"涨完就开始高位买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299053957640432","repostId":"1173339329","repostType":2,"repost":{"id":"1173339329","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1714017187,"share":"https://www.laohu8.com/m/news/1173339329?lang=&edition=full","pubTime":"2024-04-25 11:53","market":"sh","language":"zh","title":"赚钱效应扩散!腾讯3天大涨13%,QDII基金卖美股抢港股","url":"https://stock-news.laohu8.com/highlight/detail?id=1173339329","media":"券商中国","summary":"不仅A股基金经理开始超配港股,QDII基金亦将更多仓位从美股移回港股。在公募强劲加仓、政策利好和超跌反弹的多重助推下,香港恒生指数创下四个月以来的新高,超1000只基金抱团的腾讯三日大涨13%,而这超1000只产品中约有半数为A股主题基金产品。业内人士判断,考虑到港股行情刚刚启动且超跌严重,后续重仓美股的QDII基金经理仍有充足的仓位向港股移动。","content":"<html><head></head><body><p>不仅A股基金经理开始超配港股,QDII基金亦将更多仓位从美股移回港股。</p><p style=\"text-align: justify;\">在公募强劲加仓、政策利好和超跌反弹的多重助推下,香港恒生指数创下四个月以来的新高,超1000只基金抱团的腾讯三日大涨13%,而这超1000只产品中约有半数为A股主题基金产品。</p><p style=\"text-align: justify;\">此外,最新的公募一季报还显示,越来越多的QDII基金开始将美股仓位撤回港股,这与去年一季度QDII减配港股增仓美股的操作完全相反。</p><p><strong>港股做多效应向基金二线股扩散</strong></p><p style=\"text-align: justify;\">4月24日,恒生指数再次跳空上涨,指数升幅超2.2%,收盘约17201.27点,创下四个月以来的新高,本周也成为公募基金做多港股市场最为显著的一次,恒生指数自周一开始连续三个交易日强劲拉升,公募基金在今年一季度期间集中加仓的腾讯控股三日大涨13.3%。</p><p style=\"text-align: justify;\">值得一提的是,周三的港股市场正凸显出做多效应,以腾讯为代表的一线基金重仓股向二线甚至三线基金重仓股扩散,301只基金重仓的快手再度拉升8.1%,本周三日涨幅已为基金经理贡献20%的收益,40只基金持仓的哔哩哔哩周三收盘亦升8.8%,而在去年底被基金经理大幅减仓的商汤,在刚刚创下新低后被基金经理重新覆盖,这使商汤在周三单日飙升31%。</p><p style=\"text-align: justify;\">“我们注意到港股市场已存在许多扣除现金等价物后,市值不足20亿甚至10亿港元的好公司,在经历严重的非理性杀跌后,此类公司的基本面变得更好,而股价不仅滞后且呈现反向杀跌,这意味着此类公司基于中长期的布局机会已经出现。”深圳地区的一位基金经理认为,港股的调整较A股提前一年半左右,而当中国经济复苏呈现出加速态势,港股优质资产的复苏也将更快呈现出弹性。</p><p style=\"text-align: justify;\">公募在香港市场最爱抱团的腾讯控股的表现,被认为是互联网赛道复苏和港股活跃度拐点的核心指标,当越来越多的公募基金从此前减配腾讯等港股,变成积极加仓腾讯等港股公司,也意味着港股从投资安全、潜在收益空间的角度,正变得越来越具有吸引力。</p><p style=\"text-align: justify;\"><strong>根据刚披露完毕的公募一季度报告显示,截至今年3月末已有高达1041只基金将腾讯列为十大核心股票池,这1041只基金中有超过一半的基金产品实际上为“A股主题基金”,以明星基金经理李耀柱管理的广发科技动力基金为例,截至今年一季度末,该产品十大重仓股中七只为A股公司,三只为港股股票,三只港股中腾讯为第一大基金重仓股,另一只港股则被列为第二大股票,这显示出A股基金产品已开始将港股股票,作为其业绩进攻的核心动力。</strong></p><p><strong>QDII仓位转移</strong></p><p style=\"text-align: justify;\">QDII基金此前以美股、欧股市场作为核心卖点吸引投资者,而今港股QDII基金开启赚钱效应甚至挤入全部QDII业绩十强之列,也使得此类产品开始一扫阴霾。</p><p style=\"text-align: justify;\">券商中国记者注意到,截至目前,今年以来QDII基金业绩收益最高为14.10%,而港股QDII基金的最佳收益追平这一收益已近在眼前,大成基金旗下的大成港股精选QDII年内收益已达12.17%,排名今年来全部QDII业绩第三。此外,重仓港股的摩根中国世纪QDII年内收益为11%,也位列QDII十强。</p><p style=\"text-align: justify;\">顶流基金经理张坤管理的港股基金QDII,也重新开启上涨之路,张坤管理的易方达亚洲精选QDII此前在2021年、2022年、2023年分别损失29.25%、7.82%、9.09%,而今该产品在腾讯、阿里巴巴等股票强劲上涨的支撑下,一举促使产品业绩年内收红,今年该产品已取得超6.11%的正收益。</p><p style=\"text-align: justify;\">被基金持有人吐槽最多的互联网赛道QDII,此前甚至导致买QDII的A股上市业绩暴亏,而今各种互联网赛道QDII基金产品均出现强劲复苏趋势,重仓港股的嘉实全球互联网、富国中国中小盘QDII、华安大中华升级QDII等均出现净值的强劲拉升,在很大程度上是因为基金经理开始将美股仓位移至港股。</p><p style=\"text-align: justify;\">与去年同期QDII基金经理减仓港股,将仓位分配给美股市场甚至港股仓位几乎全部减掉所不同,越来越多的QDII在今年一季度开始将美股仓位分配给港股。以嘉实全球互联网基金QDII为例,最新一季度报告显示基金经理王鑫晨将美股仓位显著下调,减仓美股的同时大力加仓港股,最新港股仓位已跃升到34%。业内人士判断,考虑到港股行情刚刚启动且超跌严重,后续重仓美股的QDII基金经理仍有充足的仓位向港股移动。</p><p><strong>港股“诚意”满满</strong></p><p style=\"text-align: justify;\">A股基金经理、美股QDII均开始抢筹港股,其中的市场逻辑是什么?</p><p style=\"text-align: justify;\">“站在一季度展望全年已经感觉到今年可能是香港市场系统性风险得到较好释放的一年。”富国中国中小盘QDII基金经理张峰认为,国内的经济逐步走稳,会带来比较温和的宏观环境。尽管如此,整体宏观经济的真正重新走向稳健增长还需要一些时间,但国内经济的大环境在逐步改善。QDII一方面还是继续持有和买入一些深度价值股,另一方面精选一些成长个股。在大环境比较稳定的基础下,市场活跃度增加。如果挖掘到一些超跌、质地比较优良的深度价值股和成长性个股,有望给组合带来比较好的收益。</p><p style=\"text-align: justify;\">国投瑞银价值发现基金经理刘扬认为,经济环境的确面临一定挑战,但经济韧性仍在,中国仍然拥有一大批优质的企业正在持续对科技和研发等领域进行投资,不断获取市场份额,并在国际市场上同全球知名企业形成竞争,这给基金自下而上择股策略带来更多潜在机会,港股市场应继续关注具有竞争优势的高质量公司,通过平衡成长性和估值之间的关系来把握整体市场的机会。</p><p style=\"text-align: justify;\">南方香港优选基金经理熊潇雅认为,前期大跌进一步凸显了港股的价值,资金开始布局基本面稳健,且分红回购意愿较强的公司。春节期间,核心消费数据比如白酒、旅游酒店、零售、餐饮等表现超出此前偏弱的预期,市场透过消费认为经济基本面正在逐步企稳,目前对港股充满信心。基金在维持行业均衡配置的前提下,整体仓位维持平稳,主要通过自下而上的选股获取超额收益,在行业中精选盈利改善、估值水平合理的行业龙头公司。</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\" 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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赚钱效应扩散!腾讯3天大涨13%,QDII基金卖美股抢港股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-04-25 11:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>不仅A股基金经理开始超配港股,QDII基金亦将更多仓位从美股移回港股。</p><p style=\"text-align: justify;\">在公募强劲加仓、政策利好和超跌反弹的多重助推下,香港恒生指数创下四个月以来的新高,超1000只基金抱团的腾讯三日大涨13%,而这超1000只产品中约有半数为A股主题基金产品。</p><p style=\"text-align: justify;\">此外,最新的公募一季报还显示,越来越多的QDII基金开始将美股仓位撤回港股,这与去年一季度QDII减配港股增仓美股的操作完全相反。</p><p><strong>港股做多效应向基金二线股扩散</strong></p><p style=\"text-align: justify;\">4月24日,恒生指数再次跳空上涨,指数升幅超2.2%,收盘约17201.27点,创下四个月以来的新高,本周也成为公募基金做多港股市场最为显著的一次,恒生指数自周一开始连续三个交易日强劲拉升,公募基金在今年一季度期间集中加仓的腾讯控股三日大涨13.3%。</p><p style=\"text-align: justify;\">值得一提的是,周三的港股市场正凸显出做多效应,以腾讯为代表的一线基金重仓股向二线甚至三线基金重仓股扩散,301只基金重仓的快手再度拉升8.1%,本周三日涨幅已为基金经理贡献20%的收益,40只基金持仓的哔哩哔哩周三收盘亦升8.8%,而在去年底被基金经理大幅减仓的商汤,在刚刚创下新低后被基金经理重新覆盖,这使商汤在周三单日飙升31%。</p><p style=\"text-align: justify;\">“我们注意到港股市场已存在许多扣除现金等价物后,市值不足20亿甚至10亿港元的好公司,在经历严重的非理性杀跌后,此类公司的基本面变得更好,而股价不仅滞后且呈现反向杀跌,这意味着此类公司基于中长期的布局机会已经出现。”深圳地区的一位基金经理认为,港股的调整较A股提前一年半左右,而当中国经济复苏呈现出加速态势,港股优质资产的复苏也将更快呈现出弹性。</p><p style=\"text-align: justify;\">公募在香港市场最爱抱团的腾讯控股的表现,被认为是互联网赛道复苏和港股活跃度拐点的核心指标,当越来越多的公募基金从此前减配腾讯等港股,变成积极加仓腾讯等港股公司,也意味着港股从投资安全、潜在收益空间的角度,正变得越来越具有吸引力。</p><p style=\"text-align: justify;\"><strong>根据刚披露完毕的公募一季度报告显示,截至今年3月末已有高达1041只基金将腾讯列为十大核心股票池,这1041只基金中有超过一半的基金产品实际上为“A股主题基金”,以明星基金经理李耀柱管理的广发科技动力基金为例,截至今年一季度末,该产品十大重仓股中七只为A股公司,三只为港股股票,三只港股中腾讯为第一大基金重仓股,另一只港股则被列为第二大股票,这显示出A股基金产品已开始将港股股票,作为其业绩进攻的核心动力。</strong></p><p><strong>QDII仓位转移</strong></p><p style=\"text-align: justify;\">QDII基金此前以美股、欧股市场作为核心卖点吸引投资者,而今港股QDII基金开启赚钱效应甚至挤入全部QDII业绩十强之列,也使得此类产品开始一扫阴霾。</p><p style=\"text-align: justify;\">券商中国记者注意到,截至目前,今年以来QDII基金业绩收益最高为14.10%,而港股QDII基金的最佳收益追平这一收益已近在眼前,大成基金旗下的大成港股精选QDII年内收益已达12.17%,排名今年来全部QDII业绩第三。此外,重仓港股的摩根中国世纪QDII年内收益为11%,也位列QDII十强。</p><p style=\"text-align: justify;\">顶流基金经理张坤管理的港股基金QDII,也重新开启上涨之路,张坤管理的易方达亚洲精选QDII此前在2021年、2022年、2023年分别损失29.25%、7.82%、9.09%,而今该产品在腾讯、阿里巴巴等股票强劲上涨的支撑下,一举促使产品业绩年内收红,今年该产品已取得超6.11%的正收益。</p><p style=\"text-align: justify;\">被基金持有人吐槽最多的互联网赛道QDII,此前甚至导致买QDII的A股上市业绩暴亏,而今各种互联网赛道QDII基金产品均出现强劲复苏趋势,重仓港股的嘉实全球互联网、富国中国中小盘QDII、华安大中华升级QDII等均出现净值的强劲拉升,在很大程度上是因为基金经理开始将美股仓位移至港股。</p><p style=\"text-align: justify;\">与去年同期QDII基金经理减仓港股,将仓位分配给美股市场甚至港股仓位几乎全部减掉所不同,越来越多的QDII在今年一季度开始将美股仓位分配给港股。以嘉实全球互联网基金QDII为例,最新一季度报告显示基金经理王鑫晨将美股仓位显著下调,减仓美股的同时大力加仓港股,最新港股仓位已跃升到34%。业内人士判断,考虑到港股行情刚刚启动且超跌严重,后续重仓美股的QDII基金经理仍有充足的仓位向港股移动。</p><p><strong>港股“诚意”满满</strong></p><p style=\"text-align: justify;\">A股基金经理、美股QDII均开始抢筹港股,其中的市场逻辑是什么?</p><p style=\"text-align: justify;\">“站在一季度展望全年已经感觉到今年可能是香港市场系统性风险得到较好释放的一年。”富国中国中小盘QDII基金经理张峰认为,国内的经济逐步走稳,会带来比较温和的宏观环境。尽管如此,整体宏观经济的真正重新走向稳健增长还需要一些时间,但国内经济的大环境在逐步改善。QDII一方面还是继续持有和买入一些深度价值股,另一方面精选一些成长个股。在大环境比较稳定的基础下,市场活跃度增加。如果挖掘到一些超跌、质地比较优良的深度价值股和成长性个股,有望给组合带来比较好的收益。</p><p style=\"text-align: justify;\">国投瑞银价值发现基金经理刘扬认为,经济环境的确面临一定挑战,但经济韧性仍在,中国仍然拥有一大批优质的企业正在持续对科技和研发等领域进行投资,不断获取市场份额,并在国际市场上同全球知名企业形成竞争,这给基金自下而上择股策略带来更多潜在机会,港股市场应继续关注具有竞争优势的高质量公司,通过平衡成长性和估值之间的关系来把握整体市场的机会。</p><p style=\"text-align: justify;\">南方香港优选基金经理熊潇雅认为,前期大跌进一步凸显了港股的价值,资金开始布局基本面稳健,且分红回购意愿较强的公司。春节期间,核心消费数据比如白酒、旅游酒店、零售、餐饮等表现超出此前偏弱的预期,市场透过消费认为经济基本面正在逐步企稳,目前对港股充满信心。基金在维持行业均衡配置的前提下,整体仓位维持平稳,主要通过自下而上的选股获取超额收益,在行业中精选盈利改善、估值水平合理的行业龙头公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d17ecfec26a734949aa59efa73f1c05","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173339329","content_text":"不仅A股基金经理开始超配港股,QDII基金亦将更多仓位从美股移回港股。在公募强劲加仓、政策利好和超跌反弹的多重助推下,香港恒生指数创下四个月以来的新高,超1000只基金抱团的腾讯三日大涨13%,而这超1000只产品中约有半数为A股主题基金产品。此外,最新的公募一季报还显示,越来越多的QDII基金开始将美股仓位撤回港股,这与去年一季度QDII减配港股增仓美股的操作完全相反。港股做多效应向基金二线股扩散4月24日,恒生指数再次跳空上涨,指数升幅超2.2%,收盘约17201.27点,创下四个月以来的新高,本周也成为公募基金做多港股市场最为显著的一次,恒生指数自周一开始连续三个交易日强劲拉升,公募基金在今年一季度期间集中加仓的腾讯控股三日大涨13.3%。值得一提的是,周三的港股市场正凸显出做多效应,以腾讯为代表的一线基金重仓股向二线甚至三线基金重仓股扩散,301只基金重仓的快手再度拉升8.1%,本周三日涨幅已为基金经理贡献20%的收益,40只基金持仓的哔哩哔哩周三收盘亦升8.8%,而在去年底被基金经理大幅减仓的商汤,在刚刚创下新低后被基金经理重新覆盖,这使商汤在周三单日飙升31%。“我们注意到港股市场已存在许多扣除现金等价物后,市值不足20亿甚至10亿港元的好公司,在经历严重的非理性杀跌后,此类公司的基本面变得更好,而股价不仅滞后且呈现反向杀跌,这意味着此类公司基于中长期的布局机会已经出现。”深圳地区的一位基金经理认为,港股的调整较A股提前一年半左右,而当中国经济复苏呈现出加速态势,港股优质资产的复苏也将更快呈现出弹性。公募在香港市场最爱抱团的腾讯控股的表现,被认为是互联网赛道复苏和港股活跃度拐点的核心指标,当越来越多的公募基金从此前减配腾讯等港股,变成积极加仓腾讯等港股公司,也意味着港股从投资安全、潜在收益空间的角度,正变得越来越具有吸引力。根据刚披露完毕的公募一季度报告显示,截至今年3月末已有高达1041只基金将腾讯列为十大核心股票池,这1041只基金中有超过一半的基金产品实际上为“A股主题基金”,以明星基金经理李耀柱管理的广发科技动力基金为例,截至今年一季度末,该产品十大重仓股中七只为A股公司,三只为港股股票,三只港股中腾讯为第一大基金重仓股,另一只港股则被列为第二大股票,这显示出A股基金产品已开始将港股股票,作为其业绩进攻的核心动力。QDII仓位转移QDII基金此前以美股、欧股市场作为核心卖点吸引投资者,而今港股QDII基金开启赚钱效应甚至挤入全部QDII业绩十强之列,也使得此类产品开始一扫阴霾。券商中国记者注意到,截至目前,今年以来QDII基金业绩收益最高为14.10%,而港股QDII基金的最佳收益追平这一收益已近在眼前,大成基金旗下的大成港股精选QDII年内收益已达12.17%,排名今年来全部QDII业绩第三。此外,重仓港股的摩根中国世纪QDII年内收益为11%,也位列QDII十强。顶流基金经理张坤管理的港股基金QDII,也重新开启上涨之路,张坤管理的易方达亚洲精选QDII此前在2021年、2022年、2023年分别损失29.25%、7.82%、9.09%,而今该产品在腾讯、阿里巴巴等股票强劲上涨的支撑下,一举促使产品业绩年内收红,今年该产品已取得超6.11%的正收益。被基金持有人吐槽最多的互联网赛道QDII,此前甚至导致买QDII的A股上市业绩暴亏,而今各种互联网赛道QDII基金产品均出现强劲复苏趋势,重仓港股的嘉实全球互联网、富国中国中小盘QDII、华安大中华升级QDII等均出现净值的强劲拉升,在很大程度上是因为基金经理开始将美股仓位移至港股。与去年同期QDII基金经理减仓港股,将仓位分配给美股市场甚至港股仓位几乎全部减掉所不同,越来越多的QDII在今年一季度开始将美股仓位分配给港股。以嘉实全球互联网基金QDII为例,最新一季度报告显示基金经理王鑫晨将美股仓位显著下调,减仓美股的同时大力加仓港股,最新港股仓位已跃升到34%。业内人士判断,考虑到港股行情刚刚启动且超跌严重,后续重仓美股的QDII基金经理仍有充足的仓位向港股移动。港股“诚意”满满A股基金经理、美股QDII均开始抢筹港股,其中的市场逻辑是什么?“站在一季度展望全年已经感觉到今年可能是香港市场系统性风险得到较好释放的一年。”富国中国中小盘QDII基金经理张峰认为,国内的经济逐步走稳,会带来比较温和的宏观环境。尽管如此,整体宏观经济的真正重新走向稳健增长还需要一些时间,但国内经济的大环境在逐步改善。QDII一方面还是继续持有和买入一些深度价值股,另一方面精选一些成长个股。在大环境比较稳定的基础下,市场活跃度增加。如果挖掘到一些超跌、质地比较优良的深度价值股和成长性个股,有望给组合带来比较好的收益。国投瑞银价值发现基金经理刘扬认为,经济环境的确面临一定挑战,但经济韧性仍在,中国仍然拥有一大批优质的企业正在持续对科技和研发等领域进行投资,不断获取市场份额,并在国际市场上同全球知名企业形成竞争,这给基金自下而上择股策略带来更多潜在机会,港股市场应继续关注具有竞争优势的高质量公司,通过平衡成长性和估值之间的关系来把握整体市场的机会。南方香港优选基金经理熊潇雅认为,前期大跌进一步凸显了港股的价值,资金开始布局基本面稳健,且分红回购意愿较强的公司。春节期间,核心消费数据比如白酒、旅游酒店、零售、餐饮等表现超出此前偏弱的预期,市场透过消费认为经济基本面正在逐步企稳,目前对港股充满信心。基金在维持行业均衡配置的前提下,整体仓位维持平稳,主要通过自下而上的选股获取超额收益,在行业中精选盈利改善、估值水平合理的行业龙头公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298755563966664,"gmtCreate":1713967746278,"gmtModify":1713967748278,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 加油,看到 180","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 加油,看到 180","text":"$苹果(AAPL)$ $苹果(AAPL)$ 加油,看到 180","images":[{"img":"https://static.tigerbbs.com/db16bbcb691555a0c1726842d1892bd5","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298755563966664","isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298688026763464,"gmtCreate":1713951257703,"gmtModify":1713951259940,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"喊我接盘吗,我恒生三连涨已经清仓了","listText":"喊我接盘吗,我恒生三连涨已经清仓了","text":"喊我接盘吗,我恒生三连涨已经清仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298688026763464","repostId":"2429211485","repostType":4,"repost":{"id":"2429211485","pubTimestamp":1713944815,"share":"https://www.laohu8.com/m/news/2429211485?lang=&edition=full","pubTime":"2024-04-24 15:46","market":"sh","language":"zh","title":"中国股市即将崛起:高盛喊A股有望升40%,瑞银建议增持港股","url":"https://stock-news.laohu8.com/highlight/detail?id=2429211485","media":"智通财经","summary":"中国重塑资本市场的改革化努力,将显著提振股票市场的整体估值。","content":"<html><head></head><body><p>华尔街大行<a href=\"https://laohu8.com/S/GS\">高盛</a>表示,中国重塑资本市场的改革化努力,将显著提振股票市场的整体估值。另一大行瑞银集团(UBS Group)也在近日加入看涨中国股市的这一行列,上调了对整个港股市场的推荐评级,并上调了一项面向海外投资者的中国股票基准指数——包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>和<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>等中国核心股票资产的MSCI中国指数(MSCI China Index),该指数追踪704家中国公司,总市值达1.8万亿美元。</p><p>整体而言,高盛认为短期内A股市场的风险偏好可能有所增强,交易环境也将更加有利;瑞银近日则将MSCI中国指数和港股评级上调至“增持”,理由是盈利弹性和政策支持。</p><p>以 Kinger Lau 为首的高盛分析师们在周二在一份报告中写道,如果中国股市在全面改革后,能够在派息、股票回购、公司治理和机构所有权等方面全面缩小与全球领先股市的差距,那么以人民币交易的A股市场整体估值在最乐观的情况下可能将上升约40%。</p><p><strong>瑞银罕见上调!将MSCI中国指数和港股评级调至增持</strong></p><p>几乎同一时间,瑞银将MSCI中国指数和港股评级上调至“增持”,理由是企业盈利弹性和政策强力支持。在去年八月,瑞银曾将包括A股与港股的中国股市整体评级下调至“中性”。</p><p>据了解,国际大行瑞银颇为罕见地将MSCI中国指数评级上调至增持,该机构看涨MSCI中国指数的呼声,正值中国股票市场的关键时刻——得益于股市政策改革、经济复苏萌芽和企业盈利改善的最新迹象,中国股市——即A股与港股,有望摆脱过往几年的持续低迷表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9563451c188bdbd703af3866c3d6575a\" tg-width=\"961\" tg-height=\"541\"/></p><p>包括苏尼尔•蒂鲁马莱(Sunil Tirumalai)在内的瑞银股票市场策略师在周二最新的新兴市场股票策略分析报告中写道,那些MSCI中国指数中最大规模的成分股,在盈利及基本面方面整体表现良好。瑞银还将港股评级上调至增持,同时将韩国等科技股比重较大的市场的评级下调至中性。</p><p>根据瑞银青睐的指数加权每股盈利(EPS)计算方法,MSCI中国指数的整体EPS在过去18个月中仅下降了约2%,表现优于其他新兴市场股票基准指数——下跌约8%。</p><p>该报告指出,鉴于消费回暖浮现出的早期迹象,瑞银目前对盈利前景更加乐观,认为家庭储蓄有望转化为消费,并最终流入市场。</p><p>瑞银(UBS)表示,普遍的每股收益被自由流通股的总和扭曲,在这种情况下,一些公司在该指数中只占很小的比例,但在每股收益方面却有很大的影响力。</p><p>瑞银(UBS)策略师苏尼尔•蒂鲁马莱(Sunil Tirumalai)表示:“MSCI中国指数中最大市值的几只股票在盈利和基本面方面总体表现良好。”“让我们现在对企业盈利更加乐观的是,消费出现回升的早期迹象,这一点从年初至今强劲的节日消费数据和上市消费类股的表现好于经济中的整体消费就可以看出来。”</p><p><strong>重磅政策涉及股息与回购,有望推动A股整体估值抬升</strong></p><p>国务院在本月早些时候发布了9点指导方针,以支撑9万亿美元的股市。过去一年,由于经济增长前景不佳和外国投资者大量撤离,包括A股与港股的中国股市一直处于低迷状态。新的政策指导方针强调上市公司的质量、监管和投资者保护,这标志着从以往政策框架的发展重点转变。</p><p>这是国务院第三次直接针对中国股市发布类似的政策文件,前两次是在2004年和2014年。</p><p>高盛在报告中表示:“如果必要的政策改革行动成为现实,即使在艰难的经济增长环境下,尚未开发的改革/政策上行空间对中国股市来说似乎也很重要。”“这些变化表明,短期内A股的风险偏好可能更强,交易环境也更有利。”</p><p>这家美国顶级投行表示,在最基本的情况下,如果改革措施能够促使中国A股市场赶上全球或地区平均水平,中国股票市场,即A股的估值将扩大约20%,在最乐观情况下A股估值可能将上升约40%。</p><p>有数据显示,中国上市公司在公司治理和对小型投资者的回报方面落后于全球同行。高盛的数据显示,中国上市公司目前平均将33%的企业利润用作股息派发,然而在过去10年,欧洲上市公司和日本上市公司的股息比例分别为60%和50%。</p><p>数据还显示称,去年中国上市公司的股票回购规模仅仅相当于总市值的0.3%,而在过去10年间,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分公司的整体股票回购规模相当于标普500指数平均总市值的2.7%。</p><p>中国股市的基准指数之一——沪深300指数(CSI 300 Index)今年已上涨2.6%,扭转了此前长期跌势。自今年以来,除了股票市场改革举措,中国政府出台了一系列救市措施,包括“国家队”买入股票进行护盘和限制卖空举措。不过,沪深300指数仍然落后于亚洲其他主要市场,日本蓝筹股基准——日经225指数(Nikkei)和中国台湾加权指数在2024年至少上涨了9%。</p></body></html>","source":"stock_zhitongcaijing","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>中国股市即将崛起:高盛喊A股有望升40%,瑞银建议增持港股</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中国股市即将崛起:高盛喊A股有望升40%,瑞银建议增持港股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 15:46 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1108357.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街大行高盛表示,中国重塑资本市场的改革化努力,将显著提振股票市场的整体估值。另一大行瑞银集团(UBS Group)也在近日加入看涨中国股市的这一行列,上调了对整个港股市场的推荐评级,并上调了一项面向海外投资者的中国股票基准指数——包括阿里巴巴、腾讯和贵州茅台等中国核心股票资产的MSCI中国指数(MSCI China Index),该指数追踪704家中国公司,总市值达1.8万亿美元。整体而言,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1108357.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"http://www.zhitongcaijing.com/content/detail/1108357.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429211485","content_text":"华尔街大行高盛表示,中国重塑资本市场的改革化努力,将显著提振股票市场的整体估值。另一大行瑞银集团(UBS Group)也在近日加入看涨中国股市的这一行列,上调了对整个港股市场的推荐评级,并上调了一项面向海外投资者的中国股票基准指数——包括阿里巴巴、腾讯和贵州茅台等中国核心股票资产的MSCI中国指数(MSCI China Index),该指数追踪704家中国公司,总市值达1.8万亿美元。整体而言,高盛认为短期内A股市场的风险偏好可能有所增强,交易环境也将更加有利;瑞银近日则将MSCI中国指数和港股评级上调至“增持”,理由是盈利弹性和政策支持。以 Kinger Lau 为首的高盛分析师们在周二在一份报告中写道,如果中国股市在全面改革后,能够在派息、股票回购、公司治理和机构所有权等方面全面缩小与全球领先股市的差距,那么以人民币交易的A股市场整体估值在最乐观的情况下可能将上升约40%。瑞银罕见上调!将MSCI中国指数和港股评级调至增持几乎同一时间,瑞银将MSCI中国指数和港股评级上调至“增持”,理由是企业盈利弹性和政策强力支持。在去年八月,瑞银曾将包括A股与港股的中国股市整体评级下调至“中性”。据了解,国际大行瑞银颇为罕见地将MSCI中国指数评级上调至增持,该机构看涨MSCI中国指数的呼声,正值中国股票市场的关键时刻——得益于股市政策改革、经济复苏萌芽和企业盈利改善的最新迹象,中国股市——即A股与港股,有望摆脱过往几年的持续低迷表现。包括苏尼尔•蒂鲁马莱(Sunil Tirumalai)在内的瑞银股票市场策略师在周二最新的新兴市场股票策略分析报告中写道,那些MSCI中国指数中最大规模的成分股,在盈利及基本面方面整体表现良好。瑞银还将港股评级上调至增持,同时将韩国等科技股比重较大的市场的评级下调至中性。根据瑞银青睐的指数加权每股盈利(EPS)计算方法,MSCI中国指数的整体EPS在过去18个月中仅下降了约2%,表现优于其他新兴市场股票基准指数——下跌约8%。该报告指出,鉴于消费回暖浮现出的早期迹象,瑞银目前对盈利前景更加乐观,认为家庭储蓄有望转化为消费,并最终流入市场。瑞银(UBS)表示,普遍的每股收益被自由流通股的总和扭曲,在这种情况下,一些公司在该指数中只占很小的比例,但在每股收益方面却有很大的影响力。瑞银(UBS)策略师苏尼尔•蒂鲁马莱(Sunil Tirumalai)表示:“MSCI中国指数中最大市值的几只股票在盈利和基本面方面总体表现良好。”“让我们现在对企业盈利更加乐观的是,消费出现回升的早期迹象,这一点从年初至今强劲的节日消费数据和上市消费类股的表现好于经济中的整体消费就可以看出来。”重磅政策涉及股息与回购,有望推动A股整体估值抬升国务院在本月早些时候发布了9点指导方针,以支撑9万亿美元的股市。过去一年,由于经济增长前景不佳和外国投资者大量撤离,包括A股与港股的中国股市一直处于低迷状态。新的政策指导方针强调上市公司的质量、监管和投资者保护,这标志着从以往政策框架的发展重点转变。这是国务院第三次直接针对中国股市发布类似的政策文件,前两次是在2004年和2014年。高盛在报告中表示:“如果必要的政策改革行动成为现实,即使在艰难的经济增长环境下,尚未开发的改革/政策上行空间对中国股市来说似乎也很重要。”“这些变化表明,短期内A股的风险偏好可能更强,交易环境也更有利。”这家美国顶级投行表示,在最基本的情况下,如果改革措施能够促使中国A股市场赶上全球或地区平均水平,中国股票市场,即A股的估值将扩大约20%,在最乐观情况下A股估值可能将上升约40%。有数据显示,中国上市公司在公司治理和对小型投资者的回报方面落后于全球同行。高盛的数据显示,中国上市公司目前平均将33%的企业利润用作股息派发,然而在过去10年,欧洲上市公司和日本上市公司的股息比例分别为60%和50%。数据还显示称,去年中国上市公司的股票回购规模仅仅相当于总市值的0.3%,而在过去10年间,标普500指数成分公司的整体股票回购规模相当于标普500指数平均总市值的2.7%。中国股市的基准指数之一——沪深300指数(CSI 300 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