倪文珍
2023-11-25
已阅
@小虎周报:
港股周报:年内最惨板块迎来转机!
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AH股折价率缩小,部分公司出现倒挂;</p><p>2. 融创中国境外债务完成重组,化解约900亿元债务;</p><p>3. 监管拟定50家房企融资“白名单”,碧桂园等出险房企在列;</p><p>4. 小米集团三季度净利同比大增182.9%,但股价在财报后逆势下跌;</p><p>5. 快手第三季度营收279.5亿元,同比增20.8%;</p><p>6. 百度财报超预期,股价连续上涨;</p><p>7. FINI平台正式启用,港股IPO结算进入“T+2”时代;</p><p>8. 宁德时代考虑在香港上市;</p><p>9. 深圳发布楼市新政,二套房首付比例下调至40%。 </p><p><strong>本周老虎用户热门交易个股:</strong></p><p>Top1:小米集团,本周一小米发布三季报,业绩亮眼,造车亦有进展,但股价逆势下跌,周跌幅达到5.9%;</p><p>Top3:碧桂园,本周房地产市场利好不断,地产股大涨,碧桂园周涨幅达到26%;</p><p>Top8:百度集团,本周二百度发布三季报,业绩超预期,股价连续大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ba32f1578dc69467ae4bede0a2f9b8f\" tg-width=\"756\" tg-height=\"1530\"></p><p><strong>下周值得关注的事件:</strong></p><p>1. 下周四,中国将公布11月制造业PMI指数,彭博经济学家预期值49.6;</p><p>2. 下周,老虎证券、美团、拼多多等中概股将发布财报:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d78b740bbd8d23103471194ab5217a\" tg-width=\"1080\" tg-height=\"1454\"></p><p> <a data-mention-id=\"02007\" class=\"teditor-mention\" data-mention-name=\"碧桂园\" href=\"https://laohu8.com/S/02007\">$碧桂园(02007)$</a> <a data-mention-id=\"01918\" class=\"teditor-mention\" data-mention-name=\"融创中国\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-SW\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a data-mention-id=\"09888\" class=\"teditor-mention\" data-mention-name=\"百度集团-SW\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>本周,海内外大事较少,港股表现平淡,恒生指数周涨0.6%,恒生科技指数上涨1.12%。</p><p>虽然大盘没有惊喜,但个股和板块精彩纷呈,其中,受财报超预期影响,百度本周大涨14.2%;板块方面,受融创境外债务完成重组、深圳下调二套房首付比例和监管拟定50家房企融资“白名单”影响,年内最惨的房地产板块迎来大涨:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/787f2458da80e1b32ede3c547dfa8a17\" tg-width=\"1075\" tg-height=\"538\"></p><p>分行业看,本周所有板块悉数上涨,但南下资金意外净流出4.1亿港币:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eea9fefb6c0bf360ea4623bbf8216213\" tg-width=\"1095\" tg-height=\"556\"></p><p>分交易日看,南下资金疯狂高抛低吸,如本周一,恒指大涨1.86%,南下资金净流出61亿;周二,恒指冲高回落,南下资金再度抛售24.4亿;周三,恒指不涨不跌,南下资金大幅净流入51.6亿;周四,恒指低开高走涨1%,南下资金大笔流出57.5亿;周五,恒指大跌近2%,南下资金又大幅净流入87.3亿!</p><p>如此高抛低吸,真是令人大开眼界,到底是该批评内资没有格局,还是应该感谢它们充当了港股稳定器的角色?</p><p><strong>本周港股大事件:</strong></p><p>1. AH股折价率缩小,部分公司出现倒挂;</p><p>2. 融创中国境外债务完成重组,化解约900亿元债务;</p><p>3. 监管拟定50家房企融资“白名单”,碧桂园等出险房企在列;</p><p>4. 小米集团三季度净利同比大增182.9%,但股价在财报后逆势下跌;</p><p>5. 快手第三季度营收279.5亿元,同比增20.8%;</p><p>6. 百度财报超预期,股价连续上涨;</p><p>7. FINI平台正式启用,港股IPO结算进入“T+2”时代;</p><p>8. 宁德时代考虑在香港上市;</p><p>9. 深圳发布楼市新政,二套房首付比例下调至40%。 </p><p><strong>本周老虎用户热门交易个股:</strong></p><p>Top1:小米集团,本周一小米发布三季报,业绩亮眼,造车亦有进展,但股价逆势下跌,周跌幅达到5.9%;</p><p>Top3:碧桂园,本周房地产市场利好不断,地产股大涨,碧桂园周涨幅达到26%;</p><p>Top8:百度集团,本周二百度发布三季报,业绩超预期,股价连续大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ba32f1578dc69467ae4bede0a2f9b8f\" tg-width=\"756\" tg-height=\"1530\"></p><p><strong>下周值得关注的事件:</strong></p><p>1. 下周四,中国将公布11月制造业PMI指数,彭博经济学家预期值49.6;</p><p>2. 下周,老虎证券、美团、拼多多等中概股将发布财报:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d78b740bbd8d23103471194ab5217a\" tg-width=\"1080\" tg-height=\"1454\"></p><p> <a data-mention-id=\"02007\" class=\"teditor-mention\" data-mention-name=\"碧桂园\" href=\"https://laohu8.com/S/02007\">$碧桂园(02007)$</a> <a data-mention-id=\"01918\" class=\"teditor-mention\" data-mention-name=\"融创中国\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-SW\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a data-mention-id=\"09888\" class=\"teditor-mention\" data-mention-name=\"百度集团-SW\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> </p></body></html>","text":"本周,海内外大事较少,港股表现平淡,恒生指数周涨0.6%,恒生科技指数上涨1.12%。 虽然大盘没有惊喜,但个股和板块精彩纷呈,其中,受财报超预期影响,百度本周大涨14.2%;板块方面,受融创境外债务完成重组、深圳下调二套房首付比例和监管拟定50家房企融资“白名单”影响,年内最惨的房地产板块迎来大涨: 分行业看,本周所有板块悉数上涨,但南下资金意外净流出4.1亿港币: 分交易日看,南下资金疯狂高抛低吸,如本周一,恒指大涨1.86%,南下资金净流出61亿;周二,恒指冲高回落,南下资金再度抛售24.4亿;周三,恒指不涨不跌,南下资金大幅净流入51.6亿;周四,恒指低开高走涨1%,南下资金大笔流出57.5亿;周五,恒指大跌近2%,南下资金又大幅净流入87.3亿! 如此高抛低吸,真是令人大开眼界,到底是该批评内资没有格局,还是应该感谢它们充当了港股稳定器的角色? 本周港股大事件: 1. AH股折价率缩小,部分公司出现倒挂; 2. 融创中国境外债务完成重组,化解约900亿元债务; 3. 监管拟定50家房企融资“白名单”,碧桂园等出险房企在列; 4. 小米集团三季度净利同比大增182.9%,但股价在财报后逆势下跌; 5. 快手第三季度营收279.5亿元,同比增20.8%; 6. 百度财报超预期,股价连续上涨; 7. FINI平台正式启用,港股IPO结算进入“T+2”时代; 8. 宁德时代考虑在香港上市; 9. 深圳发布楼市新政,二套房首付比例下调至40%。 本周老虎用户热门交易个股: Top1:小米集团,本周一小米发布三季报,业绩亮眼,造车亦有进展,但股价逆势下跌,周跌幅达到5.9%; Top3:碧桂园,本周房地产市场利好不断,地产股大涨,碧桂园周涨幅达到26%; Top8:百度集团,本周二百度发布三季报,业绩超预期,股价连续大涨。 下周值得关注的事件: 1. 下周四,中国将公布11月制造业PMI指数,彭博经济学家预期值49.6; 2. 下周,老虎证券、美团、拼多多等中概股将发布财报: $碧桂园(02007)$ $融创中国(01918)$ $阿里巴巴-SW(09988)$ $百度集团-SW(09888)$ $小米集团-W(01810)$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/244872907137072","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["09988","09888","01918","01810","02007","BABA","CTRYY","BIDU","XIACY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1509,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1005,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/245165309468968"}
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